《风和投资随笔 (胡猛)》链接阶段总结与时间码00:00-03:47胡猛演讲核心：怀疑精神、管理他人资金的投机倾向、能力圈原则。投资策略对比03:48-14:59中期（3-18个月）与长期（3-5年）策略差异，仓位管理与止损逻辑。市场预测批判15:00-24:20做空数学劣势、社会科学不确定性、避免过度自信归因。资产管理行业24:21-37:42资金属性决定策略有效性，巴菲特模式解析，客户预期管理。个人实践反思37:43-53:18策略适配性案例、市场高位风险提示、夏威夷见闻与普世价值观。加入星球社群，文字稿和PPT（如有）在知识星球社群内。欢迎进入社群交流播客相关问题【风险提示】：本节目音频内容以及文字信息均不构成投资建议，投资有风险，投资需谨慎。以上内容仅供参考，不预示未来表现，也不作为任何投资建议。其中的观点和预测仅代表当时观点，今后可能发生改变。一切问题咨询可联系(小助手微信)：cwzy20230605
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