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周期上行，欣欣向荣但人也累｜周期下行，追求舒服等待涌现
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E125.REITs：低利率时代，收租的自我修养
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E124.估值第一性原理DCF到底怎么用？给大家来一份保姆级说明
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E123.心与芯：不要将人的价值锚定在智力和优绩上，它终将瓦解
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E122.美债，巨债！
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E121.中产生存美学：看跌自己，兜住下限
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E120.经济上行期的美，增速下行期的狂
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E119.历史的巨镜：债务周期与帝国黄昏
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E118.成为趋势动物：价格信仰、追涨杀跌、非对称、遍历性
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E117.其实人生和葡萄酒蛮像，年份和产地都很重要
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E116.唠点直接嗑儿：价投不是教科书，逆风才是试金石
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E115.出海游历3年，归来仍是老中
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E114.复杂适应系统：世界在矛盾中协调，在均衡中死亡
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E113.不是工作变得狗屁，而是世界换了算法
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E112.这期节目献给每一位喜欢投资和求真的听友
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E111.成为塔勒布门徒
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E110.当腌入味儿的东亚小孩决定优雅
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E109.薄情、逆向、多元、弱者思维、有限下注
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E108.B面中国：一城一乡 亦城亦乡
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E107.看财报的境界：魔鬼在细节，功夫在诗外
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E106.对完账我感慨：在美国适合当老板，在中国适合当老百姓
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E105. 及 早 离 去
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E104.旧秩序的瓦解，全球化的悲歌
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E103.基金经理的三种画像：猎手、教主、军师
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E102.人生究竟是价值股？成长股？还是周期股？
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E101.怎么形容今年的楼市呢？抽象且迷人
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E100.两位播客主播的自白
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E99.美股的盛世危言，以及退休传家组合
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E98.演化是周期的补丁：看宏观周期往复，看微观处处意外
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E97.面对AI 既怕又爱，那碳基的我应该做些什么呢？
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E96.用3张表的思路看待家庭财务：管钱，易如反掌！
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E95.让县城再次伟大 !
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E94.宿命与反抗：你我的人生必然经历一轮康波
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E93.松弛人生的底气：现金流！现金流！还是TMD现金流！
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E92.我这一集，20年的功夫
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E91.去找一座自己的地坛吧！
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E90.老妈回答 2024：恁大姨今年过得依然挺带劲！
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E89.2024年节目集锦：回顾过去一年对生活和投资的探索
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E88.金融离职潮元年：一位首席先下海试了试水温
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E87.要是能重来，我想选伍佰，标普500😂
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E86.00后又给我上了一课：年轻人的想法并非问题，而是答案本身
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E85.一位量化老兵的自白：我眼中的公募量化 20 年
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E84.选行业、选人、选策略，这里面的门道有多深？
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E83.让娃成为他自己，父母量力托个底
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E82.每天起床默念一遍：人到中年万事新
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E81.新疆踩盘开眼界，高租息类房产，以及投资灵魂四问
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E80.赚到比赚过重要！行情是行情，自己是自己
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E79.是不飘了？私募都研究上了！没100万也不耽误听
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E78.退休、发钱、工作，这是三件完全不同的事
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E77.先对自己虔诚，别盲目拜大神
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E76.中年之路上的四种觉醒
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E75.我在收股息这层恭候大家，以及公平周期内的生存原则
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E74.停下来，其实也没那么可怕，毕竟连社会时钟都有点卡了
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E73.同学，免费听课不？清华五道口金融学院的那种
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E72.短期相信市场，中期相信共识，长期相信规律
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E71.中产生存美学：逆风期的几种姿势和若干反思
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E70.去当人上人，还是去看天外天，这是一个根本问题！
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E69. 近20万「新港漂」想在香港续写中产故事
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E68.自由现金流浇灌出的两朵花
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E67.90后追问60后：说说你在历史进程下的个人奋斗
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E66.可转债：庙小妖风大，池浅王八多
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E65.当一个私募老板决定空仓
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E64.中年，人生的第二座山
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E63.被科普了所谓体制外路线，才明白世上最大的不公是机会不平等
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E62. 一问预期猛如虎，一抠细节小白鼠
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E61.旅居见闻，过去几轮地产行情复盘以及卖房小技巧
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E60.个体出海见闻：钱没多赚到，但增加了对照组，更会生活了
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E59.悄然牛了5年的小众资产，无人问津
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E58.看遍天才，她说：人，才是真正的阿尔法
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E57.市场里什么最贵？是价格上涨！谁赢他们帮谁
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E56.多元资产配置：穿越周期的最优解
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E55.红利风格：保守时代的投资公约数
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E54.初识轮动：有纪律地追涨杀跌，没感情地跟随大哥
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E53.《一如既往》：历史不会重复，但它自然成韵
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E52. 往小了说是记账，往大了说，这叫家庭CFO进修！
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E51. 在黑暗森林里寻觅阿尔法 | 量化巡礼
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E50. 幸福这道题，做题家和小卷王们何解？
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E49.扒开量化的门缝，瞧瞧科技与狠活
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E48.一位躲过了这两年熊市的基金经理
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E47.目光越过年K线：中国各类资产的长期β—这才是更底层的宏大力量
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E46.真实县城众生相：婆罗门、人情与鄙视链
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E45.养老，三个代际的未雨绸缪
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E44.第一次和经济学家聊天，情商较低，冒犯较多
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E43. 人生如戏：得飙演技，但别入戏
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E42.亏了俺养老钱的基金经理，给做个心理按摩吧
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E41.老妈回答2023：我们这岁数已经不需要啥意义感了，但不耽误乐呵！
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E40.2023年节目集锦：回顾过去一年对生活和投资的探索
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E39.家庭财富的底裤：底子、里子、面子和日子
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E38.下海当个体户这7年，我#…￥%*":)&@!
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E37.观点是个屁，决策看数据！放大招！
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E36.中年人要允许自己过好日子，别想着赢麻，主动从跑步机上下来吧~
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E35.周期、估值与人性：投资中不变的三件事
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E34.诶...到底还是聊上价值投资了
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E33.每代人都会与黄金相遇，留下一句爱过...
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E32.残酷的存量时代和投资光谱右移
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E31.宏观范式的转变：逆风期，进体制
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E30.不当聪明投资者，只做合格持有人，再唠唠贝叶斯哲学
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E29.《估值原理》：从没想过还可以这么看估值！
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E28.穿越式投资：真有机会回到20年前重开一局
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E27.对本轮房地产周期的一些观察和思考
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