本期是和微博财经合作的《巴菲特智慧与关税战》直播录音。·本期嘉宾·刘晓春，上海新金融研究院副院长，《墙裂坛》常驻嘉宾朱鹤，中国金融四十人研究院研究员（播客《研究有意思WitTalk》）本期录制于巴菲特股东大会结束的第二天。今年是奥马哈先知宣布退休前最后一届股东大会，大家的关注点非常广泛——从伯克希尔·哈撒韦今年的业绩亏损情况、巴菲特对美国投资的信心、到近年来对日本的投资、甚至人生问题，但无疑最受关注的是关税战。在地缘政治巨大变动的背景下，讨论巴菲特的价值观显得格外有意义。这条稳定前行了半个世纪的大船，遇到了"百年未遇之大风暴"，长期投资哲学和价值主义是否仍然有用？我们是否需要新的思路？·时间戳·00:02:46 “时势造英雄”00:18:22 巴菲特为什么喜欢回顾美国历史？01:02:05 巴菲特方案：进口许可证也是“税”01:21:04 巴菲特的“进口凭证”不是新发明01:24:41 长期价值投资理念的现实意义文字版，请至《墙裂坛》公众号收看！— End —主播｜刘晓春 朱鹤 肖小跑编辑｜坛子添加坛子微信：BKsufe，请注明：坛友
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