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Stay updated with the latest podcasting tips and trends.
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Everything you need to know about podcast advertising.
The ultimate guide to recording a podcast on your phone.
Steps to set up and use group recording in the Podbean app.
本期节目,我们联手《麦子店圆桌Night》,来“激辩”一下A股历史上投资收益率最高的上市公司——茅台。
茅台之所以有如此大的争议,一方面,茅台作为消费行业当之无愧的王者,在社交场合中具有非常意义的不可替代性;另一方面,最近连绵下跌的散飞(散装飞天茅台的简称)让人不禁害怕通缩的大刀终于落到了硬通货上。
究竟茅台这个消费品的皇冠,或者泛化的说,国内传统投资的核心逻辑(核心共识),在当下是否依然成立?
想要达成一致观点几乎是不可能的,但本来辩论的重要性就在于让大家的观点都能被展现,让收听节目的你们各取所需。
这期录制的时间远远比最终剪辑的成品要多(为了控制节目时长不得不做了删减),大家在放松的状态下畅所欲言能够碰撞出非常多的金句和火花。看来适量饮酒确实可以增加大脑皮层活跃程度(我真的不是在给茅台做广告)。
最后,作为这期节目的互动环节,希望正在收听节目的你能够把自己的观点和意见和看法写在我们的评论区里,同时希望你能够备注自己的年龄。我不知道未来这期节目会有多少人来考古,但大家不妨在这里留下个时间胶囊,等到未来再回来看看当前的想法和结论,看看是否会泯然一笑。
本期节目不构成投资建议。
收听地图
01:10 站在2024年的当下,茅台还是共识吗
04:10 大家今年喝了茅台没
11:38 “黄茅起义”,说的究竟是什么
20:31 这波茅台波动,你受伤了吗
25:53 茅台今天的国民度和品牌力,究竟是怎么一步步形成的?
34:36 以前牢不可破的信念,开始土崩瓦解了?
46:32 散飞的价格到底了吗
53:44 屠龙少年如何终成恶龙
68:29 茅台的本质究竟是什么
77:55 茅台这杆旗帜——价值投资的圣杯,能不能立起来?
主创团队
麦子店圆桌Night:麦子店小二、小蜜蜂
三点下班:李永浩、星辰
剪辑:Lxin
制作:Lxin
BGM
片头音乐:
Saint Romain - she said im lonely
插曲:
Tom Scott - Day Way
片尾音乐:
step.jad依加 - 迷宫
最后但不是最不重要的话:
如果你觉得本期节目聊的还不错,欢迎关注本节目并转发你身边的朋友,让更多的人知道我们这档节目。
如果你对我们这个“紧密而松散”的组织比较感兴趣,欢迎添加maizidianxiaoer微信,我会把你拉进我们的听友群。
最后的最后,本节目所有分享/分析/研究均不构成投资推荐,仅代表(包括我在内的)嘉宾个人观点,大家投资要靠自己哦。
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