{
  "id": "laoqian-20231105-我问了一堆问题-d2c2f653ed",
  "slug": "laoqian-20231105-我问了一堆问题-d2c2f653ed",
  "source": "老钱日日谈公众号",
  "source_key": "laoqian",
  "kind": "article",
  "title": "我问了一堆问题",
  "date": "2023-11-05",
  "excerpt": "我问了一堆问题 给兄弟们推荐两期播客，嘉宾都是@南添老师，我受他影响很大，包括尝试做「面基」，其中很大一部分决心也源自老南。 第一期是4月份录的，3个小时： 第二期是上个月底录的，2个小时： 合计5个多小时，我们聊了很多主题—— ✅对A股和美股的市场观，以及对应的投资观 ✅16年~23年的逐年行情复盘，以及应对和反思 ✅对价值投资的照本宣科、探索、反思 ✅对",
  "markdown": "# 我问了一堆问题\n\n给兄弟们推荐两期播客，嘉宾都是@南添老师，我受他影响很大，包括尝试做「面基」，其中很大一部分决心也源自老南。\n\n第一期是4月份录的，3个小时：\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_png/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam55P4qnSyghrCU9lT0GDNic9tE7TOllTfEuTq9ZS3vJsgZiaaDeaRoBeQg/640?wx_fmt=png#imgIndex=0)\n\n第二期是上个月底录的，2个小时：\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_png/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5mPESe5Hvk3W8hAwia65weIaKZnwJBiaTzQsnbdwg4o0JJh97ibMVK0I5w/640?wx_fmt=png#imgIndex=1)\n\n合计5个多小时，我们聊了很多主题——\n\n✅对A股和美股的市场观，以及对应的投资观\n\n✅16年~23年的逐年行情复盘，以及应对和反思\n\n✅对价值投资的照本宣科、探索、反思\n\n✅对公募私募产品的理解\n\n✅从现金流的视角解读家庭理财、个人和企业生命周期\n\n✅对宏观范式的理解和反思...\n\n总之我个人非常喜欢啦，听友们的反馈也很好，一并推荐给大家。\n\n另外，感谢@小巴 为这两期节目做的神级总结，把我震得五体投地！\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam532uIpdpI7YZYl87pjr7EaV0U3ZCbPh3Hy21lnVanfbGbSchK3N1tLQ/640?wx_fmt=jpeg#imgIndex=2)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5WBVgqxRQpkibJd7TMnh8uPB99P3RutrdKTkHCXKLibUhBpbtmDfCYAKA/640?wx_fmt=jpeg#imgIndex=3)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam51OGO4hibXGw4BU1VicpicJdcYFSAm8YT0m9S0g3SjJRY5iaCJaJZbMQZLg/640?wx_fmt=jpeg#imgIndex=4)![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5ExyBjkjW9YmFticLcNzYNT5KhUO4uvj0I96KYfKeoLfyyQiaKAiaXplbA/640?wx_fmt=jpeg#imgIndex=5)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5tAlrTcP00ic4ib2AgJFtlm8XYSiaDTjBlRdT8ZTkzhO4jTfmfS48Hzv2w/640?wx_fmt=jpeg#imgIndex=6)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5nM0v4z5YBs2H3Mz63j7M6zvQgXCQh5DxoWKhgAaI1IXIwkSN5USLkg/640?wx_fmt=jpeg#imgIndex=7)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam56IGVeGvAS4Mhe5EPoQTeh5EB31HaebltfjjwiavTjL5u6Z2pAK4uJdA/640?wx_fmt=jpeg#imgIndex=8)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5zfjV9icib0iciarnXatBjwpdbLPdKeTyYLSiaVTNo8PgNHwVPHyNBgqiaH5w/640?wx_fmt=jpeg#imgIndex=9)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5oLtzKCuohhSFXNe6HQ1b5B2olFhQrI2OdEtpGXgoJG4j7IOQ5zR5BQ/640?wx_fmt=jpeg#imgIndex=10)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5jHX9Kk5hkaTCMIbqeSgt8Psz0d3CvCtx75Lia1YdZoljgEXzTaWFK7A/640?wx_fmt=jpeg#imgIndex=11)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5xOUyROTw8lnF2naqWNtZyPKwB7VGARGV0ztrOFpkam2yAW3QLn6UBA/640?wx_fmt=jpeg#imgIndex=12)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5uSZl9uoGqslgBaAAhtIpEqYXa74S82bsVaoPOk0yG0LiaePylr8dkjw/640?wx_fmt=jpeg#imgIndex=13)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5vpsibFvWqdSD5sbNCYFsFvnIadwNqcrb0ycH97qds4gWAgFic627s0RQ/640?wx_fmt=jpeg#imgIndex=14)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam508DTUr1r7NA3WUXB4hsMUD3l1icu5j6LzcMwKy7WKFleHPRVeTVRowQ/640?wx_fmt=jpeg#imgIndex=15)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5rHRQ016B98IW2yrhhPKuNxqGmP70dkuvicxwVzB9nLuaFbkhsLercvg/640?wx_fmt=jpeg#imgIndex=16)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5u581ZtvxCIVmq9iaTkyQEiaYdNTRhh6WqgnbZCXmJA3rD3u7Kn4ZKHQQ/640?wx_fmt=jpeg#imgIndex=17)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5VKlHiaSrAKic3HTib1iblfLauYMaUicp4njjAGY6wu4laicicDPoAPuFVjxag/640?wx_fmt=jpeg#imgIndex=18)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5ulKZscvPYfWmBmw1afTmXWPMfYxZ8carMYibaUnla2qDfGicT7bGS84A/640?wx_fmt=jpeg#imgIndex=19)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam534fibL8YO3PPRyaGDNAyZVJaqia1kgvVdzyuJy8v9iaWq9EL29a0Oyadg/640?wx_fmt=jpeg#imgIndex=20)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5kHUJfFU8M392Yiap66fKpA219AJiaoibovb3qwR6K9JSSa7iblHRibu5mkA/640?wx_fmt=jpeg#imgIndex=21)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5GiaB3f8PiaLtr9YXCyVaO0yHYETkELWqONgbM14L53Laib8Tye3K2WMOw/640?wx_fmt=jpeg#imgIndex=22)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5nqkiaQRnTK8T1bIp8vB5U1JM31Fa8Q5iaQaH2dRHiaUSXaHcRAl0DzR2w/640?wx_fmt=jpeg#imgIndex=23)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5TibBTUeU5gDdFic9mWhObxnbibZ8hH3GHRiaS3cUeD8dJcNeC5g2U8GWhw/640?wx_fmt=jpeg#imgIndex=24)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5pu5K0vDAWc0ESO6WZx9jjQG8huhbClDae2y6VBSCKUNsVibECB3uVMg/640?wx_fmt=jpeg#imgIndex=25)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5oYP8WQNKxC4mC8StwI6mia3kFsg3EKtQ8DkuwHIamf0R0rpIG7oRVMg/640?wx_fmt=jpeg#imgIndex=26)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5kHzkeUZeU5ToxQwjJgI3ja4icD16L7JkNK1JeDjym3ib6EpgNbRV9FaQ/640?wx_fmt=jpeg#imgIndex=27)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam53og2HYtvsgg2Y3kDxA3n4kR1QMZwmSMmmU039wvTT92Pb3HyCsrzyg/640?wx_fmt=jpeg#imgIndex=28)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5TxlxDQV1RwB15tK713fDR1e7czHLcuBd2hWsnELvaKdnBZicglza9iaQ/640?wx_fmt=jpeg#imgIndex=29)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5m81Khu6WKBSODDJYAv3soGwZy98ibZGd8sJksica3eAlRmBKkAgvTO1g/640?wx_fmt=jpeg#imgIndex=30)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5mCRmHHxU18M5Wz6l20p2TfqZ4OVzQ26q9SdJkqicOYAgoBM5O5pxpuQ/640?wx_fmt=jpeg#imgIndex=31)\n\n![图片](https://mmbiz.qpic.cn/sz_mmbiz_jpg/M7fHtGOlzVbYTSmCfmWS0cqq2jxoEam5CPMvbfD3hdYyUlRmKW8vYEIcEnMaG8JCtIe9olvhYzvzMia6jS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