EPISODE · Nov 13, 2025 · 50 MIN
485.【財經時事放大鏡】巴菲特與 Michael Burry
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
救救威宇 Meta 帳號，聯絡 Email: [email protected] ▍Farewell 股神 08:54 從巴菲特將淡出幕前，以及最近的感謝信，討論巴菲特的過往。 16:58 探討波克夏這間公司在巴菲特退休後的走向。 19:29 討論 1999 年巴菲特在太陽谷的演講內容，對比當前的 AI 浪潮。 ▍巴克萊降評甲骨文 24:15 討論巴克萊降評甲骨文債務事件。 ▍Michael Burry 重倉放空 AI 領頭羊 30:00 討論 Michael Burry 放空 NVIDIA 與 Palantir 背後的邏輯。 31:48 用可成過往案例探討折舊的邏輯。 36:16 Michael Burry 的放空敘事在哪些條件下可能實現。
Embed this episode
NOW PLAYING
485.【財經時事放大鏡】巴菲特與 Michael Burry
0:00
50:59
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 財報狗 - 掌握台股美股時事議題?
This episode is 50 minutes long.
When was this 財報狗 - 掌握台股美股時事議題 episode published?
This episode was published on November 13, 2025.
Can I download this 財報狗 - 掌握台股美股時事議題 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!