# 厚雪长波

A podcast by 雪球官方账号. 《厚雪长波》是由雪球出品的，一档和投资相关又不止于投资的节目。在这档节目中，我们会邀请对各行各业有认知、有思辨的高手，他们可能对投资有独到的见解，也可能对世界有全新的认识。一起来听大家分享自己的专业领域、生活态度、人生哲学。我们希望通过不同观点的碰撞，和大家一起发现投资机会，共同缓解人生焦虑，以长期持有的心态，面对生活，面对自我。 雪球公司成立于2010年，以“资产配置、长期持有”为理念，从投资社区出发，现已成为极具影响的集投资交流交易于一体的在线财富管理平台。雪球聚集了国内对投资感兴趣、有见解，对权益资产接纳度较高的人群。大家在这里聊认知，聊专业，聊人生。 如果你对节目有任何建议，或者你有任何在节目中想听到的话题和想邀请的嘉宾，都欢迎与我们联系。大家可以登录雪球APP给“厚雪长波官方账号”发私信，或者发邮件至houxuechangbo@xueqiu.com。

Feed: https://proxy.wavpub.com/snowball.xml

## Latest episodes

- [股债商同涨同跌——面对资产配置最头疼的局面，该怎么解决？](https://invisiblenetwork.ai/podcast/1689350648/f138ed643f0f) (2026-10-25, 75 min): audio https://tk.wavpub.com/WPTK_c3WJ3caBw1iEblno.m4a
- [一场中期选举，将如何改变美国和全球市场？](https://invisiblenetwork.ai/podcast/1689350648/df8bef102e98) (2026-10-18, 86 min): audio https://tk.wavpub.com/WPTK_tBIi64zdOlwX8nKU.m4a
- [我们的消费，正在默认进入“生存模式”？](https://invisiblenetwork.ai/podcast/1689350648/246fed7dd89f) (2026-10-11, 95 min): audio https://tk.wavpub.com/WPTK_uiwJHOSM8h6o6ULk.m4a
- [大萧条、互联网泡沫、大衰退，这一轮和谁最接近？](https://invisiblenetwork.ai/podcast/1689350648/7c85fa243996) (2026-10-04, 90 min): audio https://tk.wavpub.com/WPTK_5Jjul69kdl0gb3Wg.m4a
- [全球流动性见顶之后，细拆两条投资回报主线](https://invisiblenetwork.ai/podcast/1689350648/60620d38f33e) (2026-09-27, 62 min): audio https://tk.wavpub.com/WPTK_50K8NhefxUNfHDJ1.m4a
- [我不再买个股了，不是投降，是想明白了](https://invisiblenetwork.ai/podcast/1689350648/571fcb17b276) (2026-09-20, 78 min): audio https://tk.wavpub.com/WPTK_HwQnknWVgBQKZpYx.m4a
- [2026年中报季收官：增长、现金流与资本开支，透露了什么？](https://invisiblenetwork.ai/podcast/1689350648/9d0ad37b94c0) (2026-09-13, 105 min): audio https://tk.wavpub.com/WPTK_ar6JaCuhRtKZtfFG.m4a
- [“我就不信它涨不回来”，你有没有陷入过这种执念？](https://invisiblenetwork.ai/podcast/1689350648/8bf886a212d0) (2026-09-06, 68 min): audio https://tk.wavpub.com/WPTK_B3sXUQBDYk4BlUIg-def5ff83623e.m4a
- [中国医药资产可能迎来一个“黄金新十年”？](https://invisiblenetwork.ai/podcast/1689350648/8f51605a9956) (2026-08-30, 121 min): audio https://tk.wavpub.com/WPTK_W38hSnAKKyL37zRZ-b2777d79250c.m4a
- [对话小马智行创始人彭军：无人驾驶技术要解决的五个问题](https://invisiblenetwork.ai/podcast/1689350648/2a5a36aea0c8) (2026-08-23, 87 min): audio https://tk.wavpub.com/WPTK_5SBx3qNyutkj1yz8-8e9179e9981c.m4a
- [黄金又行了？](https://invisiblenetwork.ai/podcast/1689350648/21a966712562) (2026-08-09, 74 min): audio https://tk.wavpub.com/WPDL_WPNMEVCVnkmhSguvFFmUDRUASVzGEgbSvhbpaxpZgngDkPNkRaxVZAzDXX-df.m4a
- [我只想拥有一个普通人的幸福，很过分吗？](https://invisiblenetwork.ai/podcast/1689350648/33da3a43824e) (2026-08-02, 101 min): audio https://tk.wavpub.com/WPDL_SRFAMyceXKKGaDPrWjvSAaUykucHKBDWdHhhLBgTXxQbgbkeeKhMJsmwXa-ff.m4a
- [你有多久没有提前消费了？一次性聊透零负债、个人信贷与未来预期](https://invisiblenetwork.ai/podcast/1689350648/17771e06a9c3) (2026-07-26, 105 min): audio https://tk.wavpub.com/WPDL_bDDGwPRKgvwbpMfaGDAxuVdKVQRUqcNffQyneKDVHjYFdqBBsknPpxbNnW-d6.m4a
- [涨了不敢追，跌了不敢拿——这轮行情为什么让所有人都很累？](https://invisiblenetwork.ai/podcast/1689350648/a3e40937a2d7) (2026-07-19, 91 min): audio https://tk.wavpub.com/WPDL_eruJnzXdbGQdDFBHzcHAtEQchpdtmTTnAwngawGjXbaNxJWPZgsfunzfkn-d6.m4a
- [AI时代的生产力与生产关系：工作流、岗位边界、职场人的最后防线](https://invisiblenetwork.ai/podcast/1689350648/35f82e4945de) (2026-07-12, 86 min): audio https://tk.wavpub.com/WPDL_FBKMDybhqYJNVGCAZvnTapMWsvdgVGBbEpEGLJPvfHpqRhWJVSxUefBzMR-e2.m4a
- [起底世界杯正赛48支球队背后的全球经济图谱](https://invisiblenetwork.ai/podcast/1689350648/e075d2dc1e76) (2026-07-05, 150 min): audio https://tk.wavpub.com/WPDL_WRpKwsFfEYWcMEsyJkdxtpLJVGMFQjkDwDFxpSRQnCLqWPFNjrayBDYdgZ-d5.m4a
- [互联网泡沫、量化崛起、沃什首秀，投资30年的美国往事](https://invisiblenetwork.ai/podcast/1689350648/edbbbb7c708d) (2026-06-28, 133 min): audio https://tk.wavpub.com/WPDL_pcZFHtDbUnBaEyqdzcNdfRKhbMLLMfbEmJjEadknyHTRvMEMneYANTXRLF-9e.m4a
- [卖在人声鼎沸处，就是趋势结束时？](https://invisiblenetwork.ai/podcast/1689350648/7a976946be30) (2026-06-21, 102 min): audio https://tk.wavpub.com/WPDL_QPMfJMmvQWcyPzRfbmNJRytFLUeLprpCEXwPhnaDeHtzaAmgPeCBxfKWnY-b4.m4a
- [“置身厂内”的我们，如何找回自洽的人生？](https://invisiblenetwork.ai/podcast/1689350648/7e0315ddd46b) (2026-06-14, 70 min): audio https://tk.wavpub.com/WPDL_GheSrWpyddWLjyBbJDqXyWTdFrGhwHVDjyDVakJCrQPpSQVDfQenLmjRwE-00.m4a
- [能分析数据不等于真的理解宏观经济，但AI快做到了](https://invisiblenetwork.ai/podcast/1689350648/6ec08ae853bf) (2026-06-07, 83 min): audio https://tk.wavpub.com/WPDL_SPCfnwzjJtTqsuJvZwUEfNyTMNaKfwHJrfmezGbqpPLhNChsSmjQpryJSX-dc.m4a
- [价值切成长是一件容易的事情；成长切价值，非常难](https://invisiblenetwork.ai/podcast/1689350648/b670b1a67fdf) (2026-05-31, 75 min): audio https://tk.wavpub.com/WPDL_vSPUhfbuCEDVrHchnCrAxYPtRuJFgzuxHeeYXBfvRCqaVupkEybZZXQtbH-8c.m4a
- [关于白酒是周期见底还是永久衰退的一次审视](https://invisiblenetwork.ai/podcast/1689350648/0cc4d86402d0) (2026-05-24, 91 min): audio https://tk.wavpub.com/WPDL_WFaSBXXucLTmDWXNCQfBRpaThynCcpveetKgdkQyLvQybDZaQyzvfGwZmy-37.m4a
- [特朗普访华后，细数影响全球资产配置的中美要素](https://invisiblenetwork.ai/podcast/1689350648/3e691f91af6e) (2026-05-17, 69 min): audio https://tk.wavpub.com/WPDL_jVssGxSHbArenYNVmDTVQwxuFCdzWZqqzgpyxskNTWpCXSVEGFTZyqPqtB-f8.m4a
- [顺着猪肉价格的底，一起来探消费预期的底](https://invisiblenetwork.ai/podcast/1689350648/a682b0b56de5) (2026-05-10, 67 min): audio https://tk.wavpub.com/WPDL_aBZjJghcbXCYhtAMtrFStcEXwPaNaUJYFFBVusYpwhvQRTpzYQzvhqHNtp-97.m4a
- [一个简单到不能再简单的指数投资策略](https://invisiblenetwork.ai/podcast/1689350648/875bfe805f0c) (2026-05-03, 68 min): audio https://tk.wavpub.com/WPDL_ggprtqQFTedYPLpYXLNjrGTDHUtPXHLVvtJeWSHGrBQPcEGzuscugnhXjr-55.m4a
- [五个研究组，五十只股票，一套穿越周期的家底](https://invisiblenetwork.ai/podcast/1689350648/17001a61e831) (2026-04-26, 80 min): audio https://tk.wavpub.com/WPDL_rPVYfyvwdtvEwpzEVvfcrNJmENzuLYxzFVUnYEpkhVDVApPTwKqppPmSND-49.m4a
- [一年前关税战后的大跌都涨回来还创了新高，这次美伊战争会复刻这条曲线吗？](https://invisiblenetwork.ai/podcast/1689350648/16d54a838943) (2026-04-19, 105 min): audio https://tk.wavpub.com/WPDL_dAkYrKAjmQXbnktRQYuXgSmBAXBJhYMAjYUHYJrBPjeffAVBFdkxPqLnDN-6d.m4a
- [霍尔木兹海峡关了又开、开了再关，史诗级波动下如何投资周期？](https://invisiblenetwork.ai/podcast/1689350648/399f8016abdf) (2026-04-12, 69 min): audio https://tk.wavpub.com/WPDL_grqrhASAcdSmUmFjCqNuDQuUtmSFCZxYvXVQzkbvxSugLZTVRdBAYbwpyq-a7.m4a
- [资产配置是抓阿尔法还是配贝塔，大家需要保持清醒](https://invisiblenetwork.ai/podcast/1689350648/3dbe52057a71) (2026-04-06, 101 min): audio https://tk.wavpub.com/WPDL_VQXjEyWBNhjmZfMNcXHKYfsFsnArUVrDdfWmrTGpfCnGevDwVraGKQnHEb-b9.m4a
- [影响金价三要素：全球经济、货币超发、大国关系，哪个逻辑变了？](https://invisiblenetwork.ai/podcast/1689350648/f4b184728e75) (2026-03-29, 68 min): audio https://tk.wavpub.com/WPDL_fQfRKmtyWAfdpwVCxdDRWnWPquVKtyrVCyMRPsgpTyjyRQvxmQEMCpJhSn-0e.m4a
- [面对今年巨大的不确定性，重新理解“敬畏市场”](https://invisiblenetwork.ai/podcast/1689350648/1a2be7778ed7) (2026-03-22, 86 min): audio https://tk.wavpub.com/WPDL_tdDZgszVaSkFFmnUPfhWwQZKUDenHgUcHrEqBkxddNujyUpARrejWMKLCv-05.m4a
- [AI时代，文科生要触底反弹了？](https://invisiblenetwork.ai/podcast/1689350648/21758e38ec02) (2026-03-15, 79 min): audio https://tk.wavpub.com/WPDL_DBHDRSVVCzhwLEthgNFpJCUTcdnDNrukLBSugJjKHftnMDQazvpzSTNwxa-58.m4a
- [对话智谱CEO张鹏—一场关于AI原理、商业模式和企业护城河的坦白局](https://invisiblenetwork.ai/podcast/1689350648/262a15319a4b) (2026-03-08, 89 min): audio https://tk.wavpub.com/WPDL_LAPQUhYNbbYtXQwnrHuhbMQbXWxseDuLcdkJfqNzsDQMyKQmHvnsetDpUj-ce.m4a
- [面对现实，构建防御，做好一个市场上的"二流"投资者](https://invisiblenetwork.ai/podcast/1689350648/f2f01d23fa0d) (2026-03-01, 88 min): audio https://tk.wavpub.com/WPDL_bdMAvpRaFJhGeyykygFpJNMukrFxbAsUrmKJhWzutdEZExDdgTFHLWHFUf-1b.m4a
- [马年投“马” 底层逻辑到底成不成立？](https://invisiblenetwork.ai/podcast/1689350648/effc97009aec) (2026-02-23, 88 min): audio https://tk.wavpub.com/WPDL_ePXGpUVxZWaaqzLNUzexJpuCWAbbzAfFaMuJVARCcBGbSrhsRWqWYhwUkS-46.m4a
- [2025年高光集锦：市场会变，但这些认知没有变](https://invisiblenetwork.ai/podcast/1689350648/c1212602a02c) (2026-02-15, 158 min): audio https://tk.wavpub.com/WPDL_uHdzbhTBLVNZvDkZwvWQPbdLkJMPRFUecbLBuAzZYUaWykVBkzCQsMNHpt-95.m4a
- [99%的财经信息都是噪音：普通人该怎么筛？](https://invisiblenetwork.ai/podcast/1689350648/03120bdf4e39) (2026-02-08, 69 min): audio https://tk.wavpub.com/WPDL_yQxzkbgbsTLVnfcXMyKwKEKPdtgvUNqmjgKyPtMANRKTeXgEVqHvRKdHYv-05.m4a
- [当传统经济周期正在失效，我们该如何表达对世界变化的理解？](https://invisiblenetwork.ai/podcast/1689350648/c90da343deb7) (2026-02-01, 80 min): audio https://tk.wavpub.com/WPDL_LTpeHmAKfTbsbnfFYsYPkSjgzuqWdaNaMfNfGaMFPuAACdWSPUkYkVdVvg-ad.m4a
- [DeepSeek时刻一周年之际，AI技术、产品与资本全球大回顾](https://invisiblenetwork.ai/podcast/1689350648/284e4dcb9466) (2026-01-25, 101 min): audio https://tk.wavpub.com/WPDL_SCHETzyJANQHAxCzLuzeAEBKEucSmGdLNhhKgMQPGrPKRmrYqhzKbYkunN-31.m4a
- [我不想做有执念和偏执的人，我想做一个“滑头”](https://invisiblenetwork.ai/podcast/1689350648/2148523b60d9) (2026-01-18, 100 min): audio https://tk.wavpub.com/WPDL_sfchWxdRxNrkXeEELfZXJmQQwvYsxjCDMSZpyFGkNvjhrTsunGBZgjzJKM-8c.m4a
- [人形机器人与商业航天，继续看主题还是开始看订单？](https://invisiblenetwork.ai/podcast/1689350648/a65f5fb33a30) (2026-01-11, 87 min): audio https://tk.wavpub.com/WPDL_zWjLWMLWmJWzLQvUNVwxeqHjwaxrjmVhpYRbEGfZNpERXsfrgRDPVxkwcT-72.m4a
- [拆解量化全天候的底层赚钱逻辑：要穿越周期，首先要做到相信](https://invisiblenetwork.ai/podcast/1689350648/9a4fb8829975) (2026-01-04, 80 min): audio https://tk.wavpub.com/WPDL_hgtNAKmGtYaYZWnWSxQFdhNcjCTjvCCrpYGGEYpTWnuwhrnZaEFVYaQmNp-6d.m4a
- [从经济学派的争论中理解世界：有效需求、情绪周期与重塑信心](https://invisiblenetwork.ai/podcast/1689350648/4fbe9821d00c) (2025-12-28, 77 min): audio https://tk.wavpub.com/WPDL_SadMuUQuJbVbNHAQeYhwCJVkCPwrEpAZWqEmySchaYuehRjyWKqubzmkby-f6.m4a
- [认为比特币没有实物资产支撑所以没价值，到底算不算老登思维？](https://invisiblenetwork.ai/podcast/1689350648/4fb91076b057) (2025-12-21, 81 min): audio https://tk.wavpub.com/WPDL_gWreUWvFmBrVWjRGHYjmuBVztbDCjdzzxYeWvwXjnuGDxDyaTaGcrMVsLx-3f.m4a
- [地产下行、年龄上行——房子是怎样变成人的影子价格的？](https://invisiblenetwork.ai/podcast/1689350648/d282e124627c) (2025-12-14, 80 min): audio https://tk.wavpub.com/WPDL_SnnPdGvuNqLvSWAtKNbFMkteDLWypwGAujhUUQdgNUMgSCSUbrFTNGVgYF-86.m4a
- [今年所有人都在讲的多资产多策略，它是怎样应对这个市场的？](https://invisiblenetwork.ai/podcast/1689350648/2b2322509a31) (2025-12-07, 75 min): audio https://tk.wavpub.com/WPDL_eSeTBuLDjFAaNqxJMzScRJmzdrxPzwGvrTBLnbeAUFnSLfWyvmRDLBBDZV-46.m4a
- [大周期的左侧与配置时机：黄金、有色、原油与煤炭](https://invisiblenetwork.ai/podcast/1689350648/0e9c2c012a13) (2025-11-23, 66 min): audio https://tk.wavpub.com/WPDL_qyfdQNuZZqaryZFAhVKEkkjsrmJBjXqBkhxsRVPwamYyptetpMyMLLswwp-9c.m4a
- [4000点上下：牛市上半场的犹豫、躁动与答案](https://invisiblenetwork.ai/podcast/1689350648/2baa9e1cc8ac) (2025-11-16, 72 min): audio https://tk.wavpub.com/WPDL_XktpgaQHeJWpkbzRwYkpcrzjLrJZTRtfqPNJQEexYZUeKMMBgUfBxfmjSQ-9c.m4a
- [对话段永平：做自己能够喜欢的事情很重要](https://invisiblenetwork.ai/podcast/1689350648/172e7362cd82) (2025-11-11, 93 min): audio https://tk.wavpub.com/WPDL_pzRveNuXQavZcNtDnraDaQtyPWQLBCfCbmYfugPzVywyCxAUqnLZvmxRwG-50.m4a
- [养好你的父母，人到中年，不要鸡飞狗跳](https://invisiblenetwork.ai/podcast/1689350648/1ac0b0e3562f) (2025-11-02, 86 min): audio https://tk.wavpub.com/WPDL_ERcdLRMJpsrvmBKErRHtLnnpdMKDzGZUPwzcPzuKCTLNJVWtAzxxdmAnxw-42.m4a

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.