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EP34 艾克曼對作巴菲特！兩人解讀美國經濟真的南轅北轍嗎？ episode artwork

EPISODE · Aug 9, 2023 · 17 MIN

EP34 艾克曼對作巴菲特！兩人解讀美國經濟真的南轅北轍嗎？

from 聽進理投 · host 商益

投資大老巴菲特、與艾克曼，近期做出看似相反的投資策略。滿手現金的巴菲特關注 3 個月或 6 個月期的短期公債，而艾克曼則大量放空美國的長期債券市場。兩位大老對作是對美國經濟有截然不同的解讀所致？抑或是宏觀上殊途同歸？來聽聽鋒哥怎麼分析！歡迎追蹤商益 Facebook、Twitter、Instagram、YouTube 頻道！See omnystudio.com/listener for privacy information.

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EP34 艾克曼對作巴菲特！兩人解讀美國經濟真的南轅北轍嗎？

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