【导语】龚老师江湖人称“老龚”,虽忝列Z世代,但成熟稳重的做派俨然商业巨子,亲近过后发现更像一个纯真的大男孩。他热爱严肃的思考,喜爱穷底的辩论,在高扬理想主义大旗的同时,保持对现实敏锐的感知和介入。好不容易请来个有实务经验的嘉宾,本来以为咸柠七终于能聊点理财类话题了,结果还是给我谈玄了。不过这就是龚老师的可爱之处,总是在你胡说八道时一本正经,在你一本正经时胡说八道。【嘉宾】龚老师毕业于北京大学燕京学堂,准斯坦福东亚硕士生(未来的)投资人里的思想家,(未来的)思想家里的投资人【您将听到】#04:20 当我们在谈论资本时我们在谈论什么#07:34 金融从业者的普遍特质是风险厌恶#10:58 宏观资本市场和个体生活有何关系#16:49 韦伯与全球资本市场滥觞的前夜#23:01 二十世纪初的德国与二十一世纪的中国同病相怜#25:32 光辉的传奇都曾是暗淡和模糊不清的#30:09 文科影响的式微:思想的归思想,钱归钱#32:45 “青椒”的生存困境:早期崇高化,后期苦逼化#33:54 学术共同体作用与话语权#37:40 自我实现的幸福在于自洽#38:28 中年失败之一种:除了财富一无所有#41:15 当代精英的诅咒:短期清晰,长期迷茫#45:16 没有监管的资本市场是不值得信任的#47:41 金融机构制造了巨大非对称风险#48:58 灾难来临,谁幸免于难,谁尸骨无存#56:53 价值投资就是站着把钱挣了#57:20 沉睡年代的新青年选择“躺平”【涉及的书】约翰·戈登《伟大的博弈》肖钢《中国资本市场变革》韦伯《新教伦理与资本主义精神》蒙森《马克斯·韦伯与德国政治:1890—1920》陈平原《触摸历史与进入五四》杨奎松《忍不住的“关怀”》塔勒布《非对称风险》《黑天鹅》格雷厄姆《证券分析》张磊《价值》【BGM】Tyler Ward——ProblemCody Francis——I Don’t Wanna GoAl Lewis & Sarah Howells——Make a Little Room
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