这是一期在狂喜播客节现场录制的播客,我和梵高MoneyTalk的高蕾,截胡不截财的Jeff,轻刀快马的付宇,一起聊了聊养老的话题。虽然话题是养老,但是我们聊了很多医疗健康、投资理财、创新药投资、医疗服务行业,以及关于养老产业想象的内容。总之我觉得这是信息量很足的一期,希望大家听得开心。2026狂喜定档!⬆️内容时间轴:2:24 从30年的维度来看,如何进行进攻型的资产配置?6:29 从香港与内地养老模式对比看养老产业14:31 创新药是一个值得长期持有,以及现在这个时间节点进去总是对的板块吗?21:00 从30年的维度看,如何进行防守型的资产配置?28:08 十五五规划的第一年,可以关注的领域有哪些?31:32 如何看待医疗服务市场?34:37 小资金不超过10万,有什么建议吗?38:19 观众问的投资和养老,我却劝他带父母做肠镜= =47:42 未来人类健康领域最大的威胁是什么?52:30 怎么又聊到了《超越百岁》57:10 关于轻断食、生酮饮食等等,如何看待?1:03:22 养老服务业前景探讨与挑战1:11:50 算算养娃和养老的账1:18:55 下行期家庭风险抵御策略1:23:49 从个人角度来说,未来什么最重要?#song list • Cello Suite No. 1 in G Major, BWV 1007:I. Prélude - Janos Starker • Love From Me-Johnson Rodgie • Study With Me - Snuggles • Mark Masri - Santa Lucia听友群加VX:hooley777商务合作:[email protected]
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