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cover of episode EP522 | 🦔
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圣梦宫
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圣梦宫:本期节目由绵豆腐赞助,股市封关在即,我建议大家先持有股票,因为长期持有资产,特别是股票和房地产,可以对抗通货膨胀。短期策略则应根据个人风险承受能力和杠杆比例调整,杠杆过高者应谨慎。 洛杉矶野火灾害的景象触目惊心,如同人间地狱。这场灾难不仅展现了人们在危急关头互帮互助的温暖一面,也暴露出人性的阴暗面,一些人在网上冷嘲热讽,这反映了他们自身生活的不幸。 这场灾难也提醒我们,要先把生活环境和自身问题处理好,再去考虑宏大的目标。灾难是警示,能促使人们改进不足,提升应对能力。洛杉矶作为媒体关注度高的地区,灾后重建会得到更多关注和资源。 川普即将上任,与川普政策相关的股票可能面临回调。Meta公司为迎合共和党政府和民意,做出了一系列调整,这表明过度强调DEI(多样性、公平、包容)可能会损害商业利益。市场会逐渐向中间或右倾靠拢,坚持错误的理念会带来巨大损失。 当前市场环境复杂,美股和台股都面临挑战,宏观经济数据解读变得复杂,难以预测。建议谨慎操作,参考巴菲特和彼得·林奇的投资理念。购房决策应根据个人财务状况和市场情况综合考虑,不要因为一些社会议题和政治观点与伴侣发生冲突,维护家庭和睦最重要。

Deep Dive

Key Insights

What is the significance of the January 14th deadline mentioned in the podcast?

The January 14th deadline is crucial for orders placed with Mian Tofu, as they guarantee delivery before the Spring Festival. This ensures customers receive their products in time for the holiday.

Why does the podcast recommend holding onto investments during the Lunar New Year?

Holding investments during the Lunar New Year is advised because long-term statistics and data support that holding assets, such as stocks or real estate, can outperform cash due to inflation. Short-term strategies may vary based on individual leverage and holdings, but the general trend favors maintaining positions.

What impact does the California wildfires have on the discussion in the podcast?

The California wildfires serve as a backdrop for discussing human resilience and societal reactions during crises. The podcast highlights the tragic loss of homes and memories, while also criticizing online negativity and the lack of empathy towards victims, regardless of their socioeconomic status.

How does the podcast view the role of social media in shaping public opinion during crises?

The podcast criticizes social media for fostering negativity and division, especially during crises like the California wildfires. It points out that people often project their own frustrations online, exacerbating societal tensions rather than fostering unity or constructive dialogue.

What is the podcast's perspective on Meta's recent strategic changes?

The podcast views Meta's recent changes, such as hiring a Republican-affiliated global affairs head and discontinuing diversity initiatives, as a positive shift towards aligning with market preferences and moving away from overly 'woke' strategies that have proven unpopular with consumers.

Chapters
加州野火灾害的惨烈景象,以及网络上出现的冷嘲热讽现象,引发了对人性的思考。节目讨论了灾难面前人们不同的反应,以及社会矛盾的复杂性。
  • 加州野火灾害的惨烈景象
  • 网络上出现冷嘲热讽
  • 对人性的思考
  • 社会矛盾的复杂性

Shownotes Transcript

每天都想喊救命

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