Top Business Charts on Apple Podcasts

The Diary Of A CEO with Steven Bartlett

1

The Diary Of A CEO with Steven Bartlett

DOAC
声动早咖啡

2

声动早咖啡

声动活泼
Mr Money TV Podcast

3

Mr Money TV Podcast

Mr Money TV
Gooaye 股癌

4

Gooaye 股癌

謝孟恭
Think Fast Talk Smart: Communication Techniques

5

Think Fast Talk Smart: Communication Techniques

Matt Abrahams, Think Fast Talk Smart
知行小酒馆

6

知行小酒馆

有知有行
David Senra

7

David Senra

Scicomm Media

2 days ago

Andrew Huberman: My Exact Routine To Optimize Brain & Body, I Do All Of These Every Day!

Stanford Neuroscientist Andrew Huberman returns to reveal the truth about GLP-1s, peptides, and the testosterone collapse, and the 10 protocols he uses every day to fix his sleep, stress, and focus! Andrew Huberman, Ph.D., is a neuroscientist and tenured professor in the Departments of Neurobiology and Ophthalmology at Stanford University School of Medicine. He is host of the world's No. 1 health podcast 'Huberman Lab', and is also the author of his upcoming book, 'Protocols: An Operating Manual for the Human Body'. He explains: ■ His 10 protocols to become the healthiest version of yourself ■ Why high cortisol first thing in the morning is actually good for you ■ The eye-movement trick to fall asleep instantly ■ A neuroscientist's take on God, prayer, and religion ■ The simple trick that lowers your blood sugar spikes after you eat Chapters 00:00:00 Intro 00:02:21 Introducing Protocols 00:03:44 When High Cortisol Is A Good Thing 00:06:42 Why Hydration Matters 00:07:55 Why Morning Sunlight Matters 00:13:18 How Light Can Boost Metabolism 00:18:49 Why Sunlight Is A Powerful Health Tool 00:20:53 How To Offset Night Shifts And Screen Time 00:23:58 The Best Exercise Routine For All-Round Fitness 00:25:56 Do Ice Baths Raise Cortisol? 00:28:48 How To Build Willpower And Tenacity 00:31:18 What Does Calming Your Nervous System Mean? 00:35:48 The Comfort Crisis: Do Hard Things 00:38:31 What Should You Actually Eat? 00:41:28 How Starchy Foods Can Calm Stress 00:43:29 Cortisol Is Not The Stress Hormone 00:46:20 How To Reduce Stress Fast 00:52:08 How To Increase Your HRV 00:55:44 The Eye Movement Trick To Fall Back To Sleep 01:00:24 Ads 01:02:26 Could A Peptide Improve REM Sleep? 01:03:47 The Truth About Peptides 01:12:55 What Psychedelics Can Teach Us About Reality 01:18:25 Do You Believe In God As A Neuroscientist? 01:28:14 Could Religion Be An Antidote To Modern Suffering? 01:36:43 Ads 01:37:52 How To Create The Ideal Sleep Environment 01:39:29 You Need To Do Effortful Work Daily 01:47:52 How To Tap Into Your Unconscious 01:54:27 Glymphatic Drainage: Can It Reduce Eye Bags? 01:58:39 Do You Really Need Supplements? 02:03:44 The Benefits Of A Post-Meal Walk 02:07:22 Why Metabolism Doesn't Have To Decline With Age Independent Fact Check: https://stevenbartlett.com/wp-content/uploads/2026/09/DOAC-Prof-Andrew-Huberman-Independent-Research-Further-Reading-v2.1.pdf Take Andrew Huberman’s ‘Protocols’ quiz here! https://10protocols.web.app/ Follow Andrew Huberman: X - https://link.thediaryofaceo.com/DExmJwB Instagram - https://link.thediaryofaceo.com/1ACSEfP Huberman Lab Podcast - https://link.thediaryofaceo.com/3mXpbNy You can pre-order 'Protocols: An Operating Manual for the Human Body', here: https://link.thediaryofaceo.com/9j6yBxC Previous guests mentioned in this episode: Dr. Roger Seheult: https://www.youtube.com/watch?v=wQJlGHVmdrA Dr. Andy Galpin: https://www.youtube.com/watch?v=dmz--DQty8o Dr. Arthur Brooks: https://www.youtube.com/watch?v=qRY-foz-ZAw Dr. David Sinclair: https://www.youtube.com/watch?v=DnvWAP99r3Y Dr. Martha Beck: https://www.youtube.com/watch?v=fajtQSCHfvE Dr. Rhonda Patrick: https://www.youtube.com/watch?v=PyhmvAL-iYw The Diary Of A CEO: ◼ Join DOAC circle here - https://doaccircle.com/ ◼ Buy The Diary Of A CEO book here - https://link.thediaryofaceo.com/BWjLTZK ◼ Shop The Diary Of A CEO collection: https://thediary.com/collections/shop ◼ Get email updates - https://link.thediaryofaceo.com/5IB1H6E ◼ Follow Steven - https://link.thediaryofaceo.com/AGU9QP4 Sponsors: LinkedIn Marketing - https://www.linkedin.com/DIARY Function Health - https://functionhealth.com/DOAC
1 day ago

咖啡豆｜运动鞋系上绸缎丝带，鞋履品牌为什么集体迷上芭蕾风？

感谢图拉斯对本期咖啡豆的支持！想给充电装备减减负？从低温快充、智能屏显到伸缩一体化，图拉斯持续用产品创新，让充电更轻松。大眼仔充电器（https://sourl.co/rprgZA）、大眼仔屏显款（https://sourl.co/wDkjbE）、小冰块X（https://sourl.co/fyBEde）、小贝壳充电器（https://sourl.co/pE7Nut）、三合一随心充（https://sourl.co/smXpDg），桌面到出行总有一款适合你。恭喜本期的咖啡豆「不明真相的 Tony」获得由图拉斯送出的「小贝壳充电器」。希望在图拉斯的陪伴下，去发现记录有趣的商业现象。阿迪达斯、彪马还有鬼冢虎，最近推出的新产品里，都有一种设计像是芭蕾舞鞋和运动鞋的混合体。勃肯、卡骆驰这些夏天常穿的拖鞋品牌，也都在改造自己的经典鞋型，往软木底、洞洞鞋上面，添加芭蕾元素。为什么品牌们都想要做一双和芭蕾舞有关的鞋呢？本期的咖啡豆回复就与之相关 [05:17]。你会对运动品牌们的各类新趋势或新技术感兴趣吗？你会在上班等更多日常的场景里穿运动鞋吗？在评论区和我们一起聊聊吧。本期还有关于零食行业、中国美妆、微软和 Uber 的新动态 [01:25]，欢迎收听！图：各大鞋履品牌的「芭蕾风」产品主播 Mengyi 幕后制作监制：Zelin、Stella、榛子声音设计：沁茗、明圣运营：George 封面设计：饭团营销内容策划：beibei 商业内容策划：茹雪声动活泼商业化小队：新新、秋杰、琳琳、迪卡、Emma 商务合作：声动早咖啡等节目商业合作持续招募中，或者发送邮件至 business@shengfm.cn联系我们；加入我们：声动活泼目前开放内容监制、商业发展等全职岗位，还在招聘内容实习生等，工作地点北京东城区，详细岗位信息与申请方式，请点击链接（https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh）；听众投稿：如果你了解身边日常现象的背后原因，欢迎投稿（https://eg76rdcl6g.feishu.cn/share/base/shrcnC0wcqYPkxOmHcS2lvonmOh），你的发现可能出现在节目中；加入听友群：节目专属听友群开放中，群内定期开展社群专属活动。扫码添加声小音企业微信�并发送「早咖啡」，拉你入群。「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 - 我们还有这些播客：声东击西、What's Next｜科技早知道、商业WHY酱、跳进兔子洞&跳进兔子洞第三季、吃喝玩乐了不起、不止金钱、泡腾 VC、反潮流俱乐部 - 如果你喜欢我们的节目，欢迎打赏支持，或把我们的节目推荐给朋友 - 本节目音频内容及文字版权归声动活泼所有，未经授权不得用于 AI 模型训练等用途
22 hr ago

How Chinese Companies Are Quietly Taking Over Malaysia

In this episode, Peter sits down with Sean from Credit Guarantee Corporation (CGC), Lawrence from the Association of Banks in Malaysia (ABM), and Amin from the Association of Islamic Banking and Financial Institutions Malaysia (AIBIM) at Bank Negara's Sasana Symposium. Together, they break down how Malaysian SMEs can navigate global geopolitical shocks, compete against mass foreign market entrants, and leverage beyond-banking solutions, credit guarantees, and relief facilities to transform their growth. You'd think getting business financing is simply about having collateral and audited financials, but what if the real key to scaling is alternative data underwriting, capacity building, and strategic bank partnerships before a crisis hits? Let's find out how Malaysia's financial ecosystem is shaping the future of SME resilience and economic growth.Chapter Marker: 00:00:00 - Teaser00:01:01 - Panel Introduction & Opening00:01:58 - What is Credit Guarantee Corporation (CGC)?00:03:55 - Role of Association of Banks Malaysia (ABM)00:05:36 - Role of Association of Islamic Banks Malaysia (AIBIM)00:07:01 - Beyond Banking: Support Outside Traditional Loans00:09:56 - Real-World Example: Scaling a Halal SME Globally00:13:55 - How SMEs Should Approach Bank Officers00:18:13 - Understanding Working Capital vs. Asset Financing00:19:11 - Securing Collateral-Free Loans with Bank Statements00:21:25 - Beyond Banking Solutions: Accounting, POS & HR Tools00:24:10 - CGC Beyond Guarantee & Capacity Building00:31:23 - The Youth Entrepreneurship Program (YEP)00:33:01 - Misconceptions About CGC Loan Approvals00:34:38 - Rising SME Operating Costs & Foreign Competition00:37:40 - How Banks Help SMEs Expand Overseas Supply Chains00:41:27 - Modern Relationship Management for Small Businesses00:47:04 - SME Stabilization Relief Facility (SRF) Explained00:52:08 - Loan Restructuring, White Knights, and Key-Man Coverage00:56:59 - How Banks Evaluate Business Viability in a Crisis01:00:48 - Financing Instruments You Might Be Overlooking01:03:48 - Flexible Repayment Models: Flexi Cash & Daily Collection01:11:04 - Matching Loans Easily via the imSME Portal01:14:03 - The Role of Financial Institutions in Economic Transformation01:17:40 - Final Advice for Business Owners & Sustainability (ESG)#mrmoneytv #malaysianfinance #sme #malaysiabusiness #smefinancing #cgc #banknegara #businessgrowth #financialtransformation #smesupportCome say Hi to us at,🌐 Website: https://www.mrmoneytv.com/📘 Facebook: /mrmoneytv🐦 Twitter: https://x.com/mrmoneytvchnl?s=21📱 Instagram: /mrmoneytv🖊️ LinkedIn: /mr-money-tv🤳 TikTok: @mrmoneytvchannel🎙️ Podcast: https://open.spotify.com/show/1EhftKYdbpC0C2VnTJOO2KFor business & job enquiries, do contact us at,✉️ collabs@finlitmedia.coDisclaimer: This is not investment advice. All content produced is solely for education and entertainment purposes only. Please consult your financial adviser before making any investment decision.
5 days ago

Top White House Advisor: The US Empire Is DYING And Socialism Is Coming Next! | David Friedberg

Is the American Dream quietly dying? Scientist-entrepreneur David Friedberg reveals why the US is in imperial decline, why socialism is coming next, and how AI could save your job! David Friedberg is an entrepreneur and scientist, and co-host of the 'All-In Podcast', one of the most popular business and technology podcasts in the world. He is the founder and CEO of The Production Board, and currently serves on President Trump's Council of Advisors on Science and Technology (PCAST). He explains: ◼Why a wave of socialism could come to America by 2028 ◼Why Social Security may have cost Americans over $37 trillion in lost retirement wealth ◼Why "the government will save you" is one of the great lies people are told ◼Why AI will make you richer, not unemployed ◼Why Tesla is set to win the trillion-dollar robot race Chapters 00:00:00 Intro 00:02:04 Who Is David Friedberg and Why Does He Matter? 00:05:01 What Does a Presidential Advisor Actually Do? 00:06:06 Why AI Could Be the Most Important Issue of Our Time 00:08:28 What’s Really Happening to the U.S. Economy? 00:14:56 Is America Actually in Decline? 00:18:43 Should the Wealthy Be Paying More Tax? 00:24:09 What Happens If the Current System Continues? 00:26:43 The Great Lie About Home Ownership 00:29:35 What Should You Invest in Instead of Real Estate? 00:33:35 How Much of Success Is Actually in Your Control? 00:37:11 Why Inequality May Be Unavoidable 00:37:33 Will Inequality Always Exist? 00:39:48 The Real Reason the System Feels Broken 00:43:03 Which Countries Could America Learn From? 00:44:47 Why Progress Matters More Than We Think 00:48:58 Ads 00:51:02 Will AI Really Take Our Jobs? 00:56:24 What Will Humans Do When AI Does the Work? 00:58:25 Why In-Person Jobs Could Explode in the AI Era 01:01:17 How AI Could Disrupt the Hiring Process 01:05:20 Can We Trust AI Founders’ Predictions? 01:10:06 What Klarna’s CEO Reveals About AI and Jobs 01:15:24 What Would Force Governments to Intervene in AI? 01:17:19 When Does the AI Revolution Really Begin? 01:18:57 What Open Source Actually Means for AI 01:20:48 The Hidden Risks of Open Source AI 01:22:50 Ads 01:24:17 Is Elon Musk Right That Work Will Become Optional? 01:28:02 What the Next Stage of Humanity Could Look Like 01:29:44 Could Socialism Solve AI-Driven Job Loss? 01:34:58 Could Humans Ever Live Forever? 01:39:16 Why Does the Entire Body Seem to Age Together? 01:39:43 The 2006 Discovery That Changed How We Think About Aging 01:42:39 How AI Could Transform Epigenetics and Longevity 01:45:54 The Great Lies America Tells Itself 01:48:27 What David Friedberg Thinks About the Iran War 01:54:22 Who Could Win the Next Election? 01:57:57 What AI Will Actually Mean for the Average Person 02:00:18 Closing Tradition Follow David: X - https://link.thediaryofaceo.com/BLcFhWv All-In Podcast - https://link.thediaryofaceo.com/Bkwjzt2 Ohalo - https://link.thediaryofaceo.com/FtpiqIA The Diary Of A CEO: ◼ Join DOAC circle here - https://doaccircle.com/ ◼ Buy The Diary Of A CEO book here - https://link.thediaryofaceo.com/BWjLTZK ◼ Shop The Diary Of A CEO collection: https://thediary.com/collections/shop ◼ Get email updates - https://link.thediaryofaceo.com/5IB1H6E ◼ Follow Steven - https://link.thediaryofaceo.com/AGU9QP4 Sponsors: Wispr - Get 14 days of Wispr Flow for free at https://wisprflow.ai/steven Wayfair - Visit http://Wayfair.com to start your home refresh
3 days ago

EP693 | 🍖

黃爸兜裡全是鈔票本集節目由三聲買贊助中秋烤肉的麻煩從來不是烤，是採買。跑三四個地方、份量抓不準，買太少很尷尬，買太多冰箱塞不下，那包香腸從中秋套牢到過年。三聲買這次做了兩個組合，名字取得很有事—— 🔥 重倉烤肉組｜17 樣 21 件約 8.5kg，10–12 人份。試單組的東西全部都有，熱門加倍，再多 5 樣大菜：馬來西亞白蝦、口湖白鰻蒲燒鰻、腹脇豬肋條、鹽麴雪花燒肉、生豆包。原價 $4,275，這檔 $3,249，還直接送日本 A5 和牛肉片，就當配息。 🔥 孟恭同款試單組｜12 樣約 5.1kg，4–6 人份。我試吃挑的那 5 樣都在裡面：一口蒜味米香腸、蒜香肉排、豬肉烤肉串、蜜汁肋排、椒鹽胖胖翅。原價 $2,095，這檔 $1,699。全部醃好，你只負責烤。不確定的先試單，確定的直接重倉。中秋限定優惠： ✅ 兩個組合點連結進去就是優惠價，不用輸碼 ✅ 想自己挑｜結帳輸專屬代碼【GOOAYE】全站單品 9 折 ✅ 9/20 前下單，中秋節前到貨；現貨賣完就關，不開預購 🔗 下單連結： https://3-buy.com/gooaye 股癌傳送門：https://linktr.ee/gooaye -- Hosting provided by SoundOn
1 day ago · Bonus

Most Replayed Moment: The First Warning Signs Of Insulin Resistance! Check Your Skin For This

What if the first signs of insulin resistance are already visible on your body? Dr Annette Bosworth, also known as Dr Boz, is a physician and author whose work focuses on metabolic health, insulin resistance and ketogenic nutrition. In this moment, Dr Boz explains how chronically high insulin can quietly affect the body long before many people recognise there’s a problem. She reveals the surprising physical cues, the differences between men and women, and walks Steve through the 12 step keto continuum - a protocol for lowering high insulin. Listen to the full episode here! Spotify: https://g2ul0.app.link/NkamPsZlI5b Apple: https://g2ul0.app.link/plY8uI1lI5b Watch the Episodes On YouTube: https://www.youtube.com/c/TheDiaryOfACEO/videos Dr Boz: https://bozmd.com/ Sponsors - Function Health: https://functionhealth.com/DOAC
1 day ago

Tyler Cowen: The AI Bears Are Asking The Wrong Questions

Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good thing. They also discuss who stands to benefit most from AI, why cybersecurity is a growing concern, how he would grade the U.S. economy today, and what he sees as the biggest obstacle to AI’s continued growth. Tyler Cowen is an economist, author, podcaster and chair of the Mercatus Center at George Mason University. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 hr ago

E250 为什么学了这么多知识，却还是做不好投资？

⚖️ 选择投资方式，也是选择你想要的生活。欢迎来到知行小酒馆，这是一档由有知有行出品的播客节目。我们关注投资，更关注怎样更好地生活，我是雨白。认识今天的嘉宾 Shirley 是一个很奇妙的缘分。起初，是小酒馆一位很厉害的嘉宾告诉我，TA 找了一位投资教练，在跟着对方学习投资。我的第一反应是，「投资教练是什么？靠谱吗？」我的第二反应是觉得有点反常识，因为这位嘉宾早就财务自由了，也一直在做投资，为什么 TA 还需要别人教 TA 投资？这就好像帕梅拉告诉我，她也需要一位健身教练一样，让我觉得很神奇。一次去深圳出差，我和 Shirley 见了面。也是在那次聊天后我才知道，投资教练不是她的主业，她只是利用业余时间，以一对一的方式长期陪伴少数的朋友和学员学习投资。和 Shirley 聊完之后，我隐约觉得，她这项又些无心插柳的实践，碰到了投资者教育里最难的一部分——怎样帮助一个人真正改变自己的投资行为，从「知道」跨越到「做到」。从逻辑上来看，这种一对一的长期陪伴，可能就是最有效的方式。但是这种方式特别慢、特别重，也几乎没办法规模化。所以我很好奇，这种方式会是投资者教育最好的解法吗？在真实的实践中，它究竟能产生多大的作用，又真的可以帮到投资者吗？以及作为一名投资教练， Shirley 又会怎样回答那个老大难问题，「我们已经知道了那么多投资的道理，为什么还是很难做好投资？」当时我就下定决心，一定要请 Shirley 来小酒馆聊一聊。今天，我们会从投资教练这个有点陌生的身份开始，沿着 Shirley 自己的投资成长经历，以及她和学员走过的市场周期，一起来聊一聊：个人投资究竟难在哪里？一个普通人，又该怎样一步步找到适合自己的投资方式？希望这期节目也会给你带来一点点启发。 🔗 官方地址如果你所使用的客户端显示不全，请点此访问有知有行的官网查看全文 🍻 本期嘉宾Shirley：金融从业二十年，先后任职于一线外资投行与美元私募基金。公众号：涵清的世界 🪡 时间轴08:52 投资的起点：我真的不想继续上这个班了😑 13:03 回顾 2014：怎么大家连年化 30% 的收益都看不上？这个市场一定有点问题 21:39 投资有多难，请看 👉 世界前 100 富豪里，靠投资致富的不到十个 30:55「你选择什么样的投资方式，就选择了什么样的人生」 34:58 拿到市场平均收益其实很简单，但怎么熬过贪婪和恐惧真的很难 42:25 身体先行：如果你怎么做都没有正反馈，不如试试反其道而行 54:36 搭建个人投资体系前，先问问自己这 3️⃣ 个问题 01:08:53 投资第 0️⃣ 问「你投资是为了什么？」「我想要获得，不受干涉的消极自由」 01:24:25 明白投资对你到底有多重要，可能才是改善投资行为的第一步 01:31:03 金钱是生活的障眼法，时间才是我们真正的货币 🔍 猜你想看04:12 共创式教练（Co-Active Coaching）：共创式教练的过程是发现、认知和选择，教练将作为长期伙伴，陪伴并启发个人发掘出自身以及专业上的最大潜能。 04:24 本自具足：佛学用语，指人本身就圆满具足、无所欠缺，主张无需向外求取即可获得生命的完整性。 08:42 蓝筹股：指在某一行业中处于重要支配地位、业绩优良、交易活跃、红利优厚、市场认同度高的大公司的股票。「蓝筹」一词源自赌场中最高额的筹码一般为蓝色。 11:16 黄子华：中国香港男演员、歌手及单口喜剧演员，「栋笃笑」创始人，是第一位用粤语做单口喜剧的演员。「栋笃笑」为粤语对单口喜剧（Stand-up Comedy）的译称，「栋笃」在粤语中意为「直立站着」。 11:56 相关书籍《跳着踢踏舞去上班：巴菲特的快乐投资与人生智慧》 12:48 Temperament（秉性）：一个人一贯的的性情与情绪特质。 1985 年，巴菲特首次接受电视采访，当被问到他认为「投资经理最重要的素质是什么」时，他的回答是「It’s the temperamental quality, not an intellectual quality.」（是性格特质，而非智力特质。） 17:04 2005 年，芒格将过往三次「人类误判心理学」相关演讲的内容合并起来写成了一篇未发布讲稿，列举了 25 种人类误判心理学，收录于《穷查理宝典》。 21:57 阿比盖尔·约翰逊（Abigail Johnson）：富达投资现任总裁兼首席执行官，并担任富达国际董事长，富达创始人爱德华·约翰逊二世（Edward C. Johnson II）的孙女。 22:04 此处主要指 2010-2020 年这十年间，巴菲特连续稳定排在福布斯全球富豪榜第 3-4 名（2017 年为第 2 名）。 29:07 本杰明·格雷厄姆（Benjamin Graham）：美国投资人、经济学家及教授，被称为「价值投资之父」，著有《证券分析》《聪明的投资者》。捡烟蒂：由本杰明·格雷厄姆提出，其核心理念在于以至少低于公司净资产三分之二的价格，去购买那些被市场所忽视的公司。由于买入价格极为低廉，因此这种方法具有很高的安全边际。巴菲特形容这一投资理念就像满地找雪茄烟蒂，终于找到了一个看上去还能抽一口的烟蒂，而那一口是免费的。 29:12 约翰·邓普顿（John Templeton）：英国股票投资者、企业家，邓普顿集团创始人，著名逆向投资者。 29:24 量化投资：借助现代统计学和数学模型等方法，并利用计算机技术来进行交易的投资方式。代表人物如吉姆·西蒙斯等。吉姆·西蒙斯（Jim Simons）：美国数学家、经济学家，文艺复兴科技公司（Renaissance Technologies）创办者，被称为「量化投资之父」。相关书籍《征服市场的人》，相关节目「SP02 吉姆·西蒙斯：征服市场的人」 29:25 宏观对冲：以自上而下的宏观经济分析为基础，来识别全球经济周期、货币政策、地缘政治与资产价格的错配机会，投资标的覆盖股票、债券、商品、外汇等多种资产。其本质是一种宏观指导下的大类资产配置策略。代表人物如乔治·索罗斯、瑞·达利欧等。乔治·索罗斯（George Soros）：量子基金创始人，以「英镑狙击」著称的投资人。瑞·达利欧（Ray Dalio）：桥水基金创始人，以宏观经济的投资策略闻名，著有《原则》。相关节目「SP01 瑞·达利欧的 A 面与 B 面」 35:38 相关内容《中国大类资产投资 2025 年报》 36:20 2007 年，巴菲特在 Long Bets 网站上发布「十年赌约」，以 50 万美金为赌注，指定 Girls Inc.of Omaha 慈善组织为受益人，主张低成本的标普 500 指数长期表现将超过多数主动管理基金。巴菲特在 2017 年的致股东信中谈到了此事。 37:05 古龙：武侠小说家，与金庸、梁羽生、温瑞安并称「新武侠四大宗师」 39:19 更正，民营企业座谈会首次举办时间为 2018 年 11 月 1 日。 39:53 李录：投资人，喜马拉雅资本创始人，著有《文明、现代化、价值投资与中国》。 40:13 相关书籍《毛泽东选集》。 44:51 CNBC：美国全国广播公司旗下的财经电视频道。 45:09 更正，美联银行（Wachovia）在 2008 年被富国银行收购之前为美国第四大银行，华盛顿互惠（Washington Mutual）在 2008 年倒闭前为全美第六大银行。 46:34 相关书籍《二战股市风云录》 46:45 相关书籍《思考，快与慢》 52:25 相关书籍《随机漫步的傻瓜》 53:23 更正，巴菲特合伙基金解散于 1969 年。 53:43 相关书籍《长线制胜：资本集团90年卓越投资之道》 01:00:01 Eureka moment（尤里卡时刻）：指突然理解一个以前无法理解的问题或概念的时刻。「Eureka（我找到了）」相传是阿基米德在浴缸里悟出浮力原理后的欢呼。 01:01:05 DAU（Daily Active Users，日活跃用户）：指统计周期内每日登陆或使用服务的去重用户数。 01:03:32 巴菲特在 1989 年致股东信中提及这一比喻，原文为 To the extent we have been successful, it is because we concentrated on identifying one-foot hurdles that we could step over rather than because we acquired any ability to clear seven-footers. 我们之所以能够取得成功，是因为我们专注于识别那些我们可以跨越的、一英尺高的障碍，而不是因为我们掌握了跨越七英尺高障碍的能力。 01:11:41 消极自由：指免于 TA 人干涉的自由。社会与政治理论家、哲学家和观念史学家以赛亚·伯林（Isaiah Berlin）在演讲《两种自由概念》中认为，消极自由旨在探讨在什么情况下，主体可以不受他人干涉而被允许去完成自己的目标。 01:28:51 关于复利的力量，可以读一读《复利的神奇魔法在哪里》 01:32:25 《时间规划局》（In Time）：上映于 2011 年的反乌托邦科幻电影。 01:36:17 相关书籍《人类群星闪耀时》 🎧 往期节目 SP04 斯坦利·德鲁肯米勒：索罗斯背后的操盘手，30 年不败的宏观投资之神 E241 这次真的不一样吗？在市场喧嚣里，找到不变的参照系｜SBBI China 2025 上线 E213 解码巴菲特：42 年传奇收益背后的模型、系统与选择 E245 对话经济学家朱宁：1929 之后，我们学会避免下一场经济危机了吗？ 🌐 知行小酒馆公告牌✨ 有知有行 App 3.0 版本上线啦过去几年，不少同路人都在问我们：什么时候可以不用跳转，直接在有知有行买入长稳海？现在终于可以告诉
2 days ago

戴森进入电动牙刷领域，传统金店加盟持续收缩

戴森一直在尝试进入新的产品领域，和之前相继砍掉的洗衣机和造车计划相比，个人护理业务的发展更加顺利。上半年，周大福等八家黄金珠宝公司关闭了数百家加盟店，一些低线城市的加盟商转向了成本更低的区域品牌。此外，你会听到更多与日常生活息息相关的商业科技动态：运动相机品牌 GoPro 被收购李飞飞的初创公司发布全新世界模型 CD 收入拉动美国音乐收入增长还有智谱、蔚来、寿司郎和宜家的最新变化，欢迎收听！《哈利波特》不止让读者痴迷，竟然还让学者们争相研究？https://sourl.co/XPGWmK 在青少年播客「Knock Knock 世界」，听到全球新鲜事，还能成为青少年「全球观察员」，报选题、参加选题会。「Knock Knock 世界」上线了专门在秋季学期更新的版本，55 期节目，售价 179 元，点此可以免费试听 2026 年的节目正在持续更新，有 4 期免费试听，苹果播客上还可以还【按月】随时订阅节目。主播 Mengyi 幕后制作监制：Zelin、Stella、榛子声音设计：沁茗、明圣运营：George 封面设计：饭团营销内容策划：beibei 商业内容策划：茹雪声动活泼商业化小队：新新、秋杰、琳琳、迪卡、Emma 商务合作：声动早咖啡等节目商业合作持续招募中，或者发送邮件至 business@shengfm.cn联系我们；加入我们：声动活泼目前开放内容监制、商业发展等全职岗位，还在招聘内容实习生等，工作地点北京东城区，详细岗位信息与申请方式，请点击链接（https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh）；听众投稿：如果你了解身边日常现象的背后原因，欢迎投稿（https://eg76rdcl6g.feishu.cn/share/base/shrcnC0wcqYPkxOmHcS2lvonmOh），你的发现可能出现在节目中；加入听友群：节目专属听友群开放中，群内定期开展社群专属活动。扫码添加声小音企业微信�并发送「早咖啡」，拉你入群。「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 - 我们还有这些播客：声东击西、What's Next｜科技早知道、商业WHY酱、跳进兔子洞&跳进兔子洞第三季、吃喝玩乐了不起、不止金钱、泡腾 VC、反潮流俱乐部 - 如果你喜欢我们的节目，欢迎打赏支持，或把我们的节目推荐给朋友 - 本节目音频内容及文字版权归声动活泼所有，未经授权不得用于 AI 模型训练等用途
2 days ago

Vol.273 英伟达则兼济天下？

仅仅三年前，英伟达还是一个“卖无法替代的铲子”的公司：它的产品供不应求，客户抢着支付现金，只为获得芯片；它的毛利极高、资产很轻——一言以蔽之，这是华尔街最喜欢的赚钱机器。但此后，英伟达主动打破了这种状态，它不断把自己的钱和信用借给它的客户，又让这些客户继续购买自己的产品，在这个过程中，英伟达越来越大，它身上的杠杆也越来越多。正面评价是：英伟达正在用自己的资产负债表为杠杆，建立一个新的AI行业生态；负面批评是：英伟达在自己创造自己的需求，它需要为AI的泡沫负责，甚至有人把它和20多年前的朗讯相提并论。这些讨论当然关乎对英伟达和相关公司股价的预测。如果你想在本期节目获得这种预测，很抱歉我们做不到。我们能做的，是厘清那些纠缠在一起的概念：供应商融资、回流交易、循环融资。换句话说，搞清楚英伟达到底在干什么。当然，节目最后，话题不可避免地滑向那个危险又迷人的概念：泡沫。 | 主播 | 肖文杰、约小亚 | 时间轴 | 01:15 英伟达攒了一个5000亿美元的新局 04:56 英伟达扶持CoreWeave极简史 10:41 担保1085亿美元，到底是什么意思？ 13:09 到底算不算财务欺诈，判定的两个要素 16:30 英伟达的资产负债表不再完美 19:12 GPU抵押贷款的利率从15%降到6% 22:58 朗讯和光纤泡沫 25:51 朗讯和英伟达的两个区别 27:53 GE资本的启示：懂技术的人放贷，才算得清残值 30:38 英伟达相比GE资本的劣势和优势 33:07 比担保更笼统的残值支持 35:19 算力到底是不是可以交易的金融资产 38:01 三年时间，英伟达从赚钱机器变成了AI行业的中央银行 38:58 我们对泡沫的理解 | 延伸资料 | SEC - NVIDIA Corporation Form 10-Q（截至 2026 年 7 月 26 日） NVIDIA - CFO Commentary on Second Quarter Fiscal 2027 Results NVIDIA - NVIDIA AI Factory Compute Is Becoming an Investable Asset Class NVIDIA - NVIDIA Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital 硅谷101 - "消失"的万亿债务：深扒数据中心"影子借贷"、GPU金融化与次贷风险 NVIDIA - NVIDIA Guarantees SB Energy’s PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute NVIDIA - OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems SEC - Lucent Settles SEC Enforcement Action Charging the Company with $1.1 Billion Accounting Fraud Converge Digest - CoreWeave Secures $2.6B Loan as Lenders Take on GPU Renewal Risk The Verge - Chipwrecked: Can Nvidia Avoid the Crash? Michael Burry - The Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the Bezzle Tomasz Tunguz - Circular Financing: Does Nvidia’s $110B Bet Echo the Telecom Bubble? The Week - The Fall of GE | 后期制作 | 潘鑫 | 声音设计 | 刘三菜 | 收听方式 | 你可以通过小宇宙、苹果播客、Spotify、喜马拉雅、网易云音乐、QQ音乐、荔枝、豆瓣等平台收听节目。 | 认识我们 | 微信公众号：第一财经YiMagazine 联系我们：thatisbiz@yicai.com

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