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Episode 0｜发刊词

EPISODE · Jan 31, 2026 · 5 MIN

Episode 0｜发刊词

from 非共识的20分钟 · host Jason的投资思考

这是一档只用 20 分钟，把复杂世界讲到你能复述的节目。 我叫 Jason Huang：北大金融&历史，做过 9 年 VC，也在家族办公室做过全球配置，后来自己下场做过基金，经历过行情的疯狂与清算的冷。越做越确定：信息不值钱，解释信息的框架才值钱。 《非共识的20分钟》每期固定三步： First Principles：扒开噪音，抓底层资源争夺（货币信用 / 能源 / 算力 / 供应链 / 共识） Follow the Money：谁得利、谁受损？谁表面反对、私下布局？规则与激励机制怎么驱动行为？ The Mirror：用历史镜像讲清楚：当年怎么涨、怎么疯、拐点怎么出现、市场怎么崩 这档节目不提供投资建议：不报代码、不讲买卖点、不指导仓位。 我更想做的是：把机制讲清楚，把风险藏在哪条“管道”里讲清楚，让你能问出更贵的问题。 下一期，我们从贵金属开始：黄金/白银暴涨，到底是泡沫，还是信用在重定价？ -- Hosting provided by SoundOn

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