Wanderer专栏：印尼的消费零售；闲聊非共识

【本期背景】大家好久不见！播客的老朋友Leo最近密集走访了出海东南亚的一些中国零售消费企业，我们刚好请来一起聊聊，一不小心就闲扯了一个多小时（停止录制后又聊了一个小时），不出意外地，在消费之外又聊到了关于BTC和AI的共识和非共识【时间索引】01:28印尼的经济社会和人口发展情况04:23华人在印尼当地，政商环境08:42印尼的零售环境特点12:35物价和消费能力18:39生态环境的类比22:13典型出海品牌在当地的经营状况24:22制造业外迁的情况29:50是不是国内中小品牌的机会32:33国内外面临的两种完全不同的供需环境43:46茅台价格也顶不住了？46:02泡沫上行下行对称性50:39关于共识1:00:36举例说说目前看到的共识和非共识【BGM】《Sparkle》山下达郎--------本播客所有言论仅代表个人观点，且不构成任何投资建议Apple Podcast: 搜索The Wanderers 流浪者, 或添加https://feed.xyzfm.space/ukgvfq899txkSpotify: open.spotify.comFollow the hosts: Jhy256@X; JeffOrdinals@X; benyiran@X在小宇宙查看该单集文稿

Episode metadata supplied by the publisher feed · Published Apr 12, 2024

Embed this episode

Attribution link and audio player

NOW PLAYING

Wanderer专栏：印尼的消费零售；闲聊非共识

0:00 1:15:33

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Wanderers 流浪者?

This episode is 1 hour and 15 minutes long.

When was this The Wanderers 流浪者 episode published?

This episode was published on April 12, 2024.

Can I download this The Wanderers 流浪者 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!