投资可以看懂人生

1
00:00:00,220 --> 00:00:02,220
你看我为什么喜欢徒步啊

2
00:00:02,220 --> 00:00:04,759
因为徒步的话心很静啊

3
00:00:04,759 --> 00:00:06,299
你就观察众生相

4
00:00:06,299 --> 00:00:07,299
兄弟们啊

5
00:00:07,299 --> 00:00:09,599
观察动能像你能看到这个人了哈

6
00:00:09,599 --> 00:00:12,189
他这种唯利是图的表现啊

7
00:00:12,189 --> 00:00:13,490
然后因为股票涨啊

8
00:00:13,490 --> 00:00:14,330
狂妄不已

9
00:00:14,330 --> 00:00:16,969
哎呀蛮就是我不大家有没有喜欢看书

10
00:00:16,969 --> 00:00:18,489
看那个范进中举啊

11
00:00:18,489 --> 00:00:21,370
范进当时呢啊为了考个秀才啊

12
00:00:21,370 --> 00:00:22,649
为后来呢中了举人

13
00:00:22,649 --> 00:00:23,989
后来直接封掉了

14
00:00:23,989 --> 00:00:24,649
对你们

15
00:00:24,649 --> 00:00:27,750
你们发现今天的我们这个A股的股民和范进

16
00:00:27,750 --> 00:00:28,890
有什么区别啊

17
00:00:29,690 --> 00:00:30,929
稍微跌一点

18
00:00:30,929 --> 00:00:32,250
哭爹喊娘啊

19
00:00:32,250 --> 00:00:33,280
稍微一涨

20
00:00:33,280 --> 00:00:33,859
是啊

21
00:00:33,859 --> 00:00:36,159
这个啊欢天喜地啊

22
00:00:36,159 --> 00:00:39,539
然后呢这个啊就怕天下人不知道对吧

23
00:00:39,539 --> 00:00:40,679
你就看了这些人之后

24
00:00:40,679 --> 00:00:44,570
你知道我们今天和这个在几百年前

25
00:00:44,570 --> 00:00:46,469
人性不但没有任何的进步

26
00:00:46,469 --> 00:00:47,780
反而倒退了

27
00:00:47,780 --> 00:00:50,710
因为那个时候呢大家还有点啊联谊啊

28
00:00:50,710 --> 00:00:53,469
这个所谓的这个啊仁仁智礼智信啊

29
00:00:53,469 --> 00:00:55,549
多少还有点文明的这种底线

30
00:00:55,549 --> 00:00:57,420
现在呢一点都没了

31
00:00:57,420 --> 00:00:58,399
诶嘿嘿嘿

32
00:00:58,399 --> 00:00:59,140
你懂吗

33
00:00:59,140 --> 00:01:02,700
就是这价值观呢基本上都给干到地板上去了

34
00:01:02,700 --> 00:01:06,140
所以今天这个市场呢反而是最好的市场

35
00:01:06,140 --> 00:01:07,540
因为浑水才有鱼嘛

36
00:01:07,540 --> 00:01:08,400
大家看这个

37
00:01:08,400 --> 00:01:10,670
我今天呢我在逛一个湿地公园啊

38
00:01:10,670 --> 00:01:13,549
这个核呢它一退潮的时候直接干掉了

39
00:01:13,549 --> 00:01:15,269
但是里面的鱼很多很多的

40
00:01:15,269 --> 00:01:15,590
为啥呢

41
00:01:15,590 --> 00:01:16,469
它很浑

42
00:01:16,469 --> 00:01:18,250
这个水呢一退潮时候很清

43
00:01:18,250 --> 00:01:19,560
鱼都全部撤走了

44
00:01:19,560 --> 00:01:20,840
就这个世界就这样的哈

45
00:01:20,840 --> 00:01:21,680
浑水才有鱼

46
00:01:21,680 --> 00:01:23,480
对你要喜欢这个混沌啊

47
00:01:23,480 --> 00:01:26,840
混乱啊啊当当那个三个市场搞得水泄不通啊

48
00:01:26,840 --> 00:01:29,480
不是那个铁桶一块的时候就赚不到钱了

49
00:01:29,480 --> 00:01:31,400
所以呢今天的这种市场呢

50
00:01:31,400 --> 00:01:32,799
给了这种理性的人很多机会

51
00:01:32,799 --> 00:01:35,200
所以我建议大家呢没事多去徒步啊

52
00:01:35,200 --> 00:01:36,560
不要盯着这个盘面啊

53
00:01:36,560 --> 00:01:37,939
就是你知道哪些高估了

54
00:01:37,939 --> 00:01:39,079
你等它暴跌啊

55
00:01:39,079 --> 00:01:40,319
高过了肯定会暴跌的

56
00:01:40,319 --> 00:01:41,739
你过了肯定会大涨的

57
00:01:41,739 --> 00:01:43,219
就这么规律就行了是吧

58
00:01:43,219 --> 00:01:44,700
好公司还暴跌

59
00:01:44,700 --> 00:01:45,750
等着对

60
00:01:45,750 --> 00:01:47,069
然后外公是暴涨啊

61
00:01:47,069 --> 00:01:47,698
Yes

62
00:01:47,698 --> 00:01:48,218
当然了

63
00:01:48,218 --> 00:01:49,618
这个A股没有做空机制啊

64
00:01:49,618 --> 00:01:50,539
如果做空机制的话

65
00:01:50,539 --> 00:01:52,778
那我们在这一波也赚很多很多钱啊

66
00:01:52,778 --> 00:01:54,778
比如说那些所谓的大模型啊

67
00:01:54,778 --> 00:01:56,780
万一的大模型啊

68
00:01:57,099 --> 00:01:58,980
那那小米小米也比他强呀

69
00:01:58,980 --> 00:02:01,420
哈哈小米最起码一年能赚几百个亿

70
00:02:01,420 --> 00:02:01,879
对不对

71
00:02:01,879 --> 00:02:03,819
他们一年销售额才几十个亿

72
00:02:03,819 --> 00:02:05,859
但他并没有任何竞争力对吧

73
00:02:05,859 --> 00:02:07,680
这些呢其实来讲都是一些机会啊

74
00:02:07,680 --> 00:02:10,099
只是说我们呢原则是不借钱不做空啊

75
00:02:10,099 --> 00:02:12,740
更何况我们也懒得去搞嘛啊毕竟狗屎一坨

76
00:02:12,740 --> 00:02:13,900
不要碰到狗屎了

77
00:02:13,900 --> 00:02:16,329
所以咱实际上在A股的

78
00:02:16,329 --> 00:02:18,729
就这些人呢其实是最最容易干嘛的

79
00:02:18,729 --> 00:02:20,588
因为他没有所谓的这种理性啊

80
00:02:20,588 --> 00:02:21,389
价值观呀

81
00:02:21,389 --> 00:02:22,329
理性的框架呀

82
00:02:22,329 --> 00:02:24,068
或者说长期主义没有

83
00:02:24,068 --> 00:02:26,400
那市场就是一个疯狂的市场

84
00:02:26,400 --> 00:02:28,039
所以你你看人性看多了

85
00:02:28,039 --> 00:02:30,000
你会发现那哎呀你看这个鱼

86
00:02:30,000 --> 00:02:32,379
兄弟们看这个鱼直接就蹦起来了哈

87
00:02:32,379 --> 00:02:34,209
就这个地方干一网进去

88
00:02:34,209 --> 00:02:35,609
那绝对干个几十百把斤啊

89
00:02:35,609 --> 00:02:36,489
所以就是这样的

90
00:02:36,489 --> 00:02:37,929
就是你会发现一个问题

91
00:02:37,929 --> 00:02:38,889
就是当你静下心来

92
00:02:38,889 --> 00:02:40,088
你在看待这个人性的时候

93
00:02:40,088 --> 00:02:41,669
你会发现哇哦啊

94
00:02:41,669 --> 00:02:45,830
这个就是当年这个啊牛顿说的一句话啊

95
00:02:45,830 --> 00:02:47,990
就是我能算出来天体的距离

96
00:02:47,990 --> 00:02:50,030
但是我预测不到人性的疯狂是吧

97
00:02:50,030 --> 00:02:51,189
人性太疯狂了

98
00:02:53,590 --> 00:02:54,900
所以实际上

99
00:02:54,900 --> 00:02:56,699
实际上这个市场就变成一个什么状态呢

100
00:02:56,699 --> 00:02:59,560
就是就是永远是没有钱的人啊

101
00:02:59,560 --> 00:03:00,919
然后赚点小钱的人

102
00:03:00,919 --> 00:03:03,909
然后呢去去去去指责那些

103
00:03:03,909 --> 00:03:06,530
连续数10年赚了大钱的人是吧

104
00:03:06,530 --> 00:03:08,879
然后永远都是一些没有底线

105
00:03:08,879 --> 00:03:10,780
然后没有敬畏心的人啊

106
00:03:10,780 --> 00:03:12,519
然后用赌博的方式

107
00:03:12,519 --> 00:03:14,838
然后呢赶上一个时间的接口的人

108
00:03:14,838 --> 00:03:18,810
去质疑那些啊靠一点一滴积累的人啊

109
00:03:18,810 --> 00:03:20,629
还有很多人说钱哥啊

110
00:03:20,629 --> 00:03:22,409
这这这个什么代工厂啊

111
00:03:22,409 --> 00:03:23,490
什么中继续唱的

112
00:03:23,490 --> 00:03:27,490
或者说这个看易中天的户头有多深

113
00:03:27,490 --> 00:03:29,110
你能深得过台积电吗

114
00:03:29,110 --> 00:03:31,180
台积电才30多倍估值

115
00:03:31,180 --> 00:03:32,699
你那多少倍啊

116
00:03:32,699 --> 00:03:35,379
其实搞不懂甲方和乙方的区别

117
00:03:35,379 --> 00:03:36,180
搞不懂吗

118
00:03:36,180 --> 00:03:37,129
对不对

119
00:03:37,129 --> 00:03:38,270
你搞不懂啊

120
00:03:38,270 --> 00:03:39,250
什么叫甲方啊

121
00:03:39,250 --> 00:03:40,289
甲方是绝对的话语权

122
00:03:40,289 --> 00:03:41,159
离开他不行

123
00:03:41,159 --> 00:03:41,719
人厉害

124
00:03:41,719 --> 00:03:42,439
你活不下去啊

125
00:03:42,439 --> 00:03:43,719
我昨天提示还不清楚吗

126
00:03:43,719 --> 00:03:45,699
我说美国是有光模块的

127
00:03:45,699 --> 00:03:46,699
有光么块的

128
00:03:46,699 --> 00:03:46,979
懂吗

129
00:03:46,979 --> 00:03:48,819
在美国你可以用很低的价格买到呀

130
00:03:48,819 --> 00:03:50,860
你可以用期权买买到极低的价格呀

131
00:03:50,860 --> 00:03:51,629
对不对

132
00:03:51,629 --> 00:03:54,629
所以很多人他完全是没有任何的理解哈

133
00:03:54,629 --> 00:03:57,389
就是就是最好的不想吃好的钓鱼一样对吧

134
00:03:57,389 --> 00:04:00,659
你一分钟可以钓钓十条价值1000的鱼

135
00:04:00,659 --> 00:04:03,509
你为什么花一天钓一条价值一块的鱼呢

136
00:04:03,509 --> 00:04:06,430
所以这就是一个人的这种思维方式啊

137
00:04:06,430 --> 00:04:09,169
就是为什么这个人他长期处于贫穷呢

138
00:04:09,169 --> 00:04:10,389
是他的带宽哈

139
00:04:10,389 --> 00:04:12,030
是他的内存啊不足了

140
00:04:12,030 --> 00:04:15,069
他老是那些啊很低端的劣质的东西

141
00:04:15,069 --> 00:04:16,870
占据了他所有的这个脑壳

142
00:04:16,870 --> 00:04:18,509
他没法去装一些好东西

143
00:04:18,509 --> 00:04:19,769
他没法去是吧

144
00:04:19,769 --> 00:04:22,209
去去看到一些真的有价值的东西

145
00:04:22,209 --> 00:04:24,649
所以这个才是贫穷的本质哈

146
00:04:24,649 --> 00:04:26,610
但是呢很多人穷惯了

147
00:04:26,610 --> 00:04:27,930
就像我当年也是一样的哈

148
00:04:27,930 --> 00:04:28,930
穷惯了之后呢

149
00:04:28,930 --> 00:04:30,910
他那眼脑海里面是固化的

150
00:04:30,910 --> 00:04:31,610
越穷的人呢

151
00:04:31,610 --> 00:04:32,459
他越固化

152
00:04:32,459 --> 00:04:33,560
他越固化越穷

153
00:04:33,560 --> 00:04:34,180
他越穷呢

154
00:04:34,180 --> 00:04:37,300
他就是反复的把这个穷的理念呢给下一代啊

155
00:04:37,300 --> 00:04:38,649
那下一代给他一样穷

156
00:04:38,649 --> 00:04:39,490
这是真相

157
00:04:39,490 --> 00:04:40,529
国人你们好好想想

158
00:04:40,529 --> 00:04:42,970
是不是总是说没有办法

159
00:04:42,970 --> 00:04:44,620
我像我原来做国内做生意一样

160
00:04:44,620 --> 00:04:45,660
供应商做不好

161
00:04:45,660 --> 00:04:46,620
做不好产品

162
00:04:46,620 --> 00:04:47,439
说我没办法

163
00:04:47,439 --> 00:04:48,800
后来我都不合作了呗

164
00:04:48,800 --> 00:04:49,220
对吧

165
00:04:49,220 --> 00:04:50,350
你看我都砍掉了

166
00:04:50,350 --> 00:04:51,470
我说你都没有办法了

167
00:04:51,470 --> 00:04:52,310
我跟你合作干啥呀

168
00:04:52,310 --> 00:04:52,990
你都没有前途

169
00:04:52,990 --> 00:04:54,918
我凭什么给一个没有前途的人合作呀

170
00:04:54,918 --> 00:04:58,038
所以后来我为什么能够发生很大的改变

171
00:04:58,038 --> 00:05:01,059
就是我不相信任何人说你没有办法

172
00:05:01,059 --> 00:05:01,759
你没办法

173
00:05:01,759 --> 00:05:03,269
你为什么还想赚钱呢

174
00:05:03,269 --> 00:05:03,949
对不对

175
00:05:03,949 --> 00:05:05,029
就像我给很多父母说

176
00:05:05,029 --> 00:05:06,230
我说你要给孩子讲

177
00:05:06,230 --> 00:05:06,949
你是个垃圾

178
00:05:06,949 --> 00:05:08,149
你没有任何的能力

179
00:05:08,149 --> 00:05:09,759
你要说这句话知道吗

180
00:05:09,759 --> 00:05:10,839
就像我这供应商也是

181
00:05:10,839 --> 00:05:11,399
我说你没有能力

182
00:05:11,399 --> 00:05:12,680
你可以不赚这个钱对吧

183
00:05:12,680 --> 00:05:13,399
你没有能力

184
00:05:13,399 --> 00:05:15,038
你赚钱赚钱干嘛

185
00:05:15,038 --> 00:05:15,879
你没有能力

186
00:05:15,879 --> 00:05:17,038
你就不应该赚钱对吧

187
00:05:17,038 --> 00:05:18,278
你就是搬砖就行了

188
00:05:18,278 --> 00:05:20,370
所以说我们要给有能力的人

189
00:05:20,370 --> 00:05:21,970
很有能力的公司合作

190
00:05:21,970 --> 00:05:23,009
你赚的那种钱

191
00:05:23,009 --> 00:05:24,670
那才是长久的对吧

192
00:05:24,670 --> 00:05:25,689
其实这就是我啊

193
00:05:25,689 --> 00:05:26,790
不是说我强势啊

194
00:05:26,790 --> 00:05:28,769
是这是个事实懂吗

195
00:05:28,769 --> 00:05:29,569
这是个事实

196
00:05:29,569 --> 00:05:31,089
你只有这样思考才能赚到钱

197
00:05:31,089 --> 00:05:32,610
才能长期的赚到钱

198
00:05:32,610 --> 00:05:35,970
而不是说去相信一些短期啊蝇营狗果啊啊

199
00:05:35,970 --> 00:05:36,949
鸡飞狗跳啊

200
00:05:36,949 --> 00:05:37,829
没有什么意义

201
00:05:37,829 --> 00:05:39,230
各位思考最重要

202
00:05:39,230 --> 00:05:42,250
你在投资上我就没找到一个方法啊

203
00:05:42,250 --> 00:05:44,170
就是除了思考以外啊

204
00:05:44,170 --> 00:05:45,529
你就思考就行了

205
00:05:45,529 --> 00:05:46,529
只有思考的话

206
00:05:46,529 --> 00:05:48,689
你长期啊长期赚到大钱

207
00:05:48,689 --> 00:05:51,689
你不要你在人堆里面大部分都垃圾

208
00:05:51,689 --> 00:05:51,970
知道吗

209
00:05:51,970 --> 00:05:53,149
99%都垃圾

210
00:05:53,149 --> 00:05:54,230
你知道就行了啊

211
00:05:54,230 --> 00:05:55,230
你既然知道他的垃圾

212
00:05:55,230 --> 00:05:56,509
你不要给他产生任何的交往

213
00:05:56,509 --> 00:05:57,430
因为他的垃圾他会污染

214
00:05:57,430 --> 00:05:58,389
你干嘛呢

215
00:05:58,389 --> 00:05:59,610
想啊思考呀

216
00:05:59,610 --> 00:06:01,629
思考这个世界上最好的东西是什么啊

217
00:06:01,629 --> 00:06:04,540
哈就盯着好东西就行了对吧

218
00:06:04,540 --> 00:06:06,040
你至少好东西打交道

219
00:06:06,040 --> 00:06:07,250
理解我这句话

220
00:06:07,250 --> 00:06:08,649
至少少走10年弯路啊

221
00:06:08,649 --> 00:06:10,240
因为我是从垃圾堆走出来的

222
00:06:10,240 --> 00:06:12,399
但是呢我身边没有一个人像我一样能走出来

223
00:06:13,740 --> 00:06:15,139
因为我知道谁是垃圾

224
00:06:15,139 --> 00:06:16,439
他们都不知道

225
00:06:16,439 --> 00:06:20,180
所以呢这个也是啊这一年的心得体会啊

226
00:06:20,180 --> 00:06:21,540
说话有点尖锐啊

227
00:06:21,540 --> 00:06:23,339
但是呢初心是好的

228
00:06:23,339 --> 00:06:26,379
对说话尖锐原因是我不是让提醒别人啊

229
00:06:26,379 --> 00:06:27,699
我是提醒我自己啊

230
00:06:27,699 --> 00:06:29,420
保持这种初心啊

231
00:06:29,420 --> 00:06:31,160
让自己呢变得更好

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