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cover of episode Rum Cake的2024:信念即是契约,与懦弱恩断义绝

Rum Cake的2024:信念即是契约,与懦弱恩断义绝

2024/12/31
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朗姆酒蛋糕

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刀锋
金汤力
通过播客分享职业发展、投资策略和生活哲学,影响广大听众。
Topics
刀锋:2024年是反思过去,对职业发展道路进行重新选择的一年。过去在金融行业的工作经历,积累了与客户沟通、谈判等方面的能力,但最终发现这并非自己真正想做的。未来将转向更符合自身兴趣的领域,例如开源项目开发,即使这意味着收入的减少,也优先选择自我认同感更高的职业。在职业选择上,建议先在行业内积累经验,再根据自身情况进行调整。大学期间应注重实践,积累经验,提升自我认知。清晰认识自己,坦诚面对自己,并有勇气坚持自己的选择,即使与周围人的意见相左。在工作中,要沉下心来,踏踏实实做事,提升自身能力,并果断离开不适合自己的环境。 金汤力:对过去职业选择中错失机会的反思,认为应该积极尝试,即使结果未知,也不后悔。在审计工作中,曾有机会进入私募信贷领域,但由于各种原因没有尝试,现在看来有些可惜。建议在机会来临时,应该积极尝试,不要被过去的经验所束缚。在投资方面,建议关注市场大势,选择高确定性资产,并结合自身情况进行资产配置。个股选择的重要性降低,应关注大势,选择高确定性资产。 金汤力:对过去职业选择中错失机会的反思,认为应该积极尝试,即使结果未知,也不后悔。在审计工作中,曾有机会进入私募信贷领域,但由于各种原因没有尝试,现在看来有些可惜。建议在机会来临时,应该积极尝试,不要被过去的经验所束缚。在投资方面,建议关注市场大势,选择高确定性资产,并结合自身情况进行资产配置。个股选择的重要性降低,应关注大势,选择高确定性资产。

Deep Dive

Key Insights

Why does the speaker believe that mindset is the most crucial lesson in becoming stronger?

The speaker emphasizes that mindset is the first and most core lesson in becoming stronger because life is filled with randomness and uncontrollable events. Everyone faces setbacks due to luck or circumstances, and the ability to recover and persevere is rooted in a strong mindset.

What does the speaker suggest about the importance of trying new opportunities in life?

The speaker suggests that trying new opportunities is crucial, as many people regret not taking risks or attempting new things later in life. They highlight that even if the outcome is uncertain, the act of trying can lead to personal growth and satisfaction.

Why does the speaker recommend investing in US stocks over A-shares?

The speaker recommends investing in US stocks over A-shares because US markets, like the Nasdaq, have shown higher and more stable returns. For example, while A-shares might yield 13-15%, US stocks like Tesla have seen returns of 70-80%, making them a more lucrative option.

What is the speaker's view on the importance of high conviction in investment decisions?

The speaker believes that high conviction is essential in investment decisions. If an investor is not confident enough to make a high-conviction bet, they should consider investing in funds or other diversified assets instead of individual stocks.

Why does the speaker think it's important to focus on asset allocation in investment?

The speaker emphasizes asset allocation because it allows investors to capture opportunities across various markets and asset types. Diversification reduces risk and ensures that investors are not overly exposed to the volatility of a single asset or market.

What lesson does the speaker draw from their experience with a stock that lost 40% of its value?

The speaker learned that timing and high conviction are critical in investments. They realized that even with thorough research, holding onto a stock without a clear catalyst for growth can lead to significant losses, especially in industries without a stable profit model.

Why does the speaker believe that luck plays a significant role in life?

The speaker believes that luck, or randomness, is an inherent part of life that cannot be eliminated. They argue that while people can control certain aspects of their lives, many events are influenced by external factors beyond their control, making it essential to adapt and make the best of the circumstances.

What does the speaker recommend for personal growth and self-improvement?

The speaker recommends focusing on self-awareness and doing what one truly believes in, regardless of external opinions. They stress the importance of aligning one's actions with personal values and goals, as this leads to genuine satisfaction and pride in one's achievements.

Why does the speaker suggest that people should stop over-analyzing past decisions?

The speaker suggests that over-analyzing past decisions is counterproductive because it leads to self-doubt and emotional distress. Instead, they advocate for learning from mistakes and moving forward, as dwelling on the past does not necessarily improve one's current situation.

What does the speaker believe is the key to a fulfilling life?

The speaker believes that the key to a fulfilling life is to focus on personal happiness and self-acceptance. They argue that only when individuals are content with their own lives can they effectively pursue higher goals and positively impact others.

Chapters
两位主播回顾大学毕业后的职业发展道路,探讨了如果重来一次,是否会做出同样的选择。他们分享了在不同行业的工作经历,以及在职业选择中面临的挑战和思考。
  • 主播之一曾更换职业方向
  • 在金融行业工作中积累的经验和能力
  • 对职业发展的长期规划和目标

Shownotes Transcript

2024年,是主播刀锋和金汤力真正懂得和明白一些过往仅仅存在于脑海中道理的年份。选择是大于努力的。当我们回望大学毕业时的自己,与过往自我对话的冲动和多年来对于生活和工作的反思,在此时涌现。 运气是生命中不可或缺的一部分。生活中不可去除的随机性,是我们没有办法避免的。我们都曾或多或少的被运气和无法把控的时事打击过。也许曾被击倒,后又疲惫不堪地重新振作起来。心态是每一个人变强的第一课,也是最核心的一课。 很多人仍然迷茫着,and it’s okay to not know what you want。有时候你需要的是在某一个领域中不停向上爬,从而接触到更多的机会和资源。社会很现实。她很少看重潜力,更多看重名片。 我们相信,在2025年,清晰地认识自己、坦诚地面对自己、勇敢地接受自己、果断地开始新的自己,能够让你变成一个更好的人。做自己真正想做的事情,让别人去说。努力的生活,不要顾及或顾忌他人的冷嘲热讽。像杨绛所说的那样,这一辈子是你自己的,与别人真的没有关系。 引用刀锋很喜欢的一句说唱歌词:信念即是契约,与懦弱恩断义绝。 本期节目分为如下模块:

  1. 职业道路和个人发展感悟与回顾
  2. 探讨个人投资组合包
  3. 推荐书籍、影片、旅游城市
  4. 生活感悟,那些我们听过但始终没有领悟的道理