这一期节目是我受蚂蚁财富邀请录制的一期内容。节目中表达的所有观点，均基于其个人的知识储备、经验积累以及独立思考所得，不构成任何投资建议。请投资者独立进行投资决策，市场有风险，投资须谨慎。01:29 消费是分级 + 分层 + 分圈的复合游戏03:37 古法黄金：理性与感性的完美碰撞05:04 老铺黄金：想做 "黄金界爱马仕"，走脱离成本定价路线06:31 工艺可以模仿，品牌护城河才是关键08:34 面子消费也是一种理性选择11:30 西退东进的真实面貌13:50 媒介去中心化16:25 不要被 "大而全" 迷惑，建立自己的护城河：深且宽20:40 成都 599 元火锅：卖的不是火锅，是沉浸式体验25:07 中产消费新特征：在情绪价值和身份彰显上大手笔29:51 投资：看长期趋势，分批入场投机：不要谈价值，只看市场情绪33:56 稳健投资组合&幸福的资产组合37:57 脑力劳动者的幸福密码
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