EPISODE · May 20, 2024 · 38 MIN
#26.全球投资新范式来啦:从巴菲特股东大会说起
from 量子跳跃 Quantum Leap
一年一度的投资圈春晚来了,没有查理的巴菲特都说了些什么;量子的小伙伴们深受启发并录制最新一期,从而聊到全球投资的新格局。01:37 2024年度巴菲特股东大会的意料之中与意料之外05:53 解读伯克希尔哈撒韦持有大量现金:cash is treasury的新时代背景07:12 关于全球范围内几类受益资产的预测14:48 关于当前全球资产的风口在哪里的讨论18:22 港股最近为何反弹?能否持续?33:14 普通投资者现在可以投什么?在小宇宙查看该单集文稿
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#26.全球投资新范式来啦:从巴菲特股东大会说起
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