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Miss Fay Morgan

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HR Coffee Time2025-12-1926 minSubstack Live Podcast2025-11-251h 04Experience This Eye-Opening Full Audiobook — Perfect Before Bedtime.2025-09-161h 42Book Friends Forever2025-09-1604 minGet Sleepy: Sleep meditation and stories2025-09-1044 minPiers Morgan Uncensored2025-08-111h 05Behind the Paddle2025-07-141h 12Behind the Paddle2025-07-071h 07The InfiNOT - A Marvel Snap Podcast2025-06-0823 minThe Three Ravens Podcast2025-06-051h 13SNAP decisions (A Marvel Snap podcast)2025-06-052h 02Feel: This Thought-Provoking Full Audiobook For Story Seekers.2025-05-296h 10Mythsogyny2025-05-272h 02The Hexperts2025-05-141h 06Echoes: a Fathoms Deep Podcast2025-05-0812 minExperience This Eye-Opening Full Audiobook — Perfect Before Bedtime.2025-04-2811h 33Champagne and Murder, Please2025-02-2841 minChampagne and Murder, Please2025-02-2841 minDynamic Duel: DC vs Marvel2025-01-2844 minAll Books Aloud2025-01-0953 minVermont Artists & Authors2024-12-0426 minVermont Artists & Authors2024-12-0426 minLadies of Lore2024-11-0543 minWheel of Crime Podcast2024-10-311h 21The Trauma Therapist2024-10-2134 min大卫翁
大卫翁vol.92.单吊英伟达的ETF,飙升的恐慌指数,和入职全球顶级对冲基金的Fay聊聊这轮市场动荡的异象 Fay重返节目已有新的身份,我们聊了聊看起来已经偃旗息鼓的海外市场动荡,顺便科普了一下恐慌指数的相关信息。 大家好,我是大卫翁,“起朱楼宴宾客”是我用来记录这个大时代的播客节目。 本期嘉宾:Fay,常驻伦敦的好友兼前同事,全球顶级对冲基金分析师 约Fay上节目是想聊海外股灾,没想到录制的时候市场却已经大幅反弹了。日股熔断后两周就重回牛市,真是计划不如变化快。 不过这轮市场动荡还是有很多值得复盘的地方,特别是Fay现在转到顶级对冲基金做投资经理,不但能够站在欧美机构投资者的视角来看待市场,还在这期节目的最后分享了她的跳槽经历。 如果对她的生活感兴趣的,我们在这期节目录完之后还紧接着录了一期犬生活,去聊她到巴黎看郑钦文比赛,以及去葡萄牙参加冲浪训练营的故事,欢迎关注。 简易时间轴: 00:11 以为终于可以聊聊海外股灾的,没想到两周时间就一切都回来了。 02:42 无论是美国还是日本股市其实从七月初就已经见顶了,英伟达及其产业链公司的股价回调是直接诱因 05:31 JP Morgan久负盛名的一位宏观分析师五月因为一直看空而被迫离职,这也是市场情绪的一种反应 09:34 原来美国市场上还有单吊一支股票的杠杆ETF,而且今年规模爆发式增长,也是这轮科技股牛市的一个注脚了 13:01 除了日元套息交易之外,这轮闪崩行情的“罪魁祸首”包括且不限于:散户的FOMO情绪、被动指数的资金流动、风险平价策略的反转斩仓 15:34 因为这一轮市场下跌的根结还是在于日元套息交易导致的流动性问题,因此算清楚还有多少天能够结束,机构投资者的情绪基本就稳定下来了 20:22 美国的就业数据实在太不靠谱了,后期修正幅度过大,让跟踪这些数据来确定投资策略的Fay头疼不已 26:10 全方位科普恐慌指数VIX到底是个什么东西,以及机构投资者和普通投资者分别该怎么用它? 37:18 欧美机构投资者怎么看待之后的日股和日元? 41:38 欧美机构投资者怎么看待这一轮科技股牛市的未来走势? 46:14 英国和欧洲的真实情况现在是如何的?之前的选举有很大的影响吗? 51:12 全世界的央行都处在不同的政策周期,某种程度上也导致它们对资本市场的影响力正在削弱 53:29 彩蛋:Fay从一线卖方转向超一线买方的经历和心路历程 欢迎大家关注我的生活方式播客节目
2024-08-201h 01De Brugcast2024-07-1725 minDe Brugcast2024-07-1027 minFeel: This Thought-Provoking Full Audiobook For Story Seekers.2024-06-048h 55Storycomic Presents: Interviews with Amazing Storytellers and Artists2024-06-0227 minMary Versus the Movies2024-06-0105 minBetween Me And The Ink2024-04-2210 minFeel: This Thought-Provoking Full Audiobook For Story Seekers.2024-04-2215 minJust Mything Around2024-03-1441 minSzellemes sztorik2024-03-0644 minAllegory Story2024-02-0653 minAll Books Aloud2024-01-031h 00Love, Soul, Miracles and Magick with Mel Madgwick2023-12-141h 09The Apothecary Podcast With Lori Green2023-10-3055 minMic Drop Dallas2023-10-0539 minmangan kodok2023-09-0100 minold time horror radio2023-08-2414 minold time horror radio2023-08-2415 mineComm Unfiltered2023-07-3131 minANGELA\'S SYMPOSIUM 📖 Academic Study on Witchcraft, Paganism, esotericism, magick and the Occult2023-07-2314 minInterspecies Evolution™2023-05-031h 14The White Witch Podcast2023-04-1536 minOy with the Terror Podcast2023-02-2332 minEquine Voices Podcast2023-02-121h 32WitchLit Podcast2022-12-2156 minWild Witches Queens & Crones2022-12-1621 minThe Journey On Podcast2022-08-051h 57Keeping it Geekly2022-07-1847 minTypology2022-06-231h 04Sex and the Sacred2022-06-1317 minHousecraft - The Witching Hour2022-06-101h 27MSF Pod Marvel Strike Force Podcast2022-04-1824 minMSF Pod Marvel Strike Force Podcast2022-04-0934 minValleyFlyin Smashin\' Time2022-04-0855 minMSF Pod Marvel Strike Force Podcast2022-03-0554 minChthonia2022-01-2346 minThe Defense Never Rests2022-01-061h 08Historie & Mythologie2021-11-0537 minDocs Talk Story2021-09-2831 minMic Drop Dallas2021-07-1056 minMythical Monsters2021-03-2941 minGet Sleepy: Sleep meditation and stories2021-02-1706 minWild Witches Queens & Crones2021-01-3023 minThe Journey On Podcast2021-01-221h 36Bigfoot and Beyond with Cliff and Bobo2020-10-1243 minBurg\'s Eye View2020-08-1818 minThe FRAY Music Podcast2020-05-2537 minNoble Mind2020-05-231h 03This Week in Marvel2020-01-0347 minOne Heat Minute Productions2019-11-081h 34One Heat Minute Productions2019-11-081h 34What The World Needs More Of... Podcast2018-12-1421 minThe Vegan & the Meathead2018-05-291h 06Download Latest Full Audiobooks in Health & Wellness, Medicine & Naturopathy2017-08-2849 minFeel: This Thought-Provoking Full Audiobook For Story Seekers.2017-07-1725 minMyths and Legends2017-05-1043 minMyths and Legends2017-05-1043 minMyths and Legends2017-05-0332 minMyths and Legends2017-05-0332 minWomen of Substance Music Podcast Volume 12016-12-0735 minWomen of Substance Music Podcast Volume 12016-12-0139 minWomen of Substance Music Podcast Volume 12016-11-2538 minWomen of Substance Music Podcast Volume 12016-10-1926 minWomen of Substance Music Podcast Volume 12016-07-0427 minLate Night on the Astral Plane with Ryan Singer2015-05-0521 min