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185.复制市场,制造市场,成为市场:当 ETF 开始接管世界

October 20, 2026 · 1 h 11 min

Show notes

前段时我参加华夏基金举办的投资者教育活动做的一场演讲实录。
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。
这个话题我很想好好聊一聊,结果没想到最后变成了有点像机构路演的状态,我也很多年没有这样站在台上翻 PPT 了。因为可能有些内容还是看着PPT会更清晰些,所以我也准备了视频版,可以在小宇宙或者以下链接里看到:
B站:https://www.bilibili.com/video/BV1MEnJ6sESw?vd_source=fa31da38270d8f67991566892769fc17
简明时间轴:
05:37 序幕:一群创造者的重聚
第一幕:复制市场
08:18 巴菲特对指数基金的洞见远比十年之约要早
13:07 ETF发明者内特·莫斯特,以及这种金融产品的“天才之处”
18:02 ETF规模飙升背后两个可能被很多人忽略的原因
第二幕:制造市场
24:42 万...去小宇宙查看完整单集简介
在小宇宙查看该单集文稿

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