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宏观经济如何传导给我们每个人?

November 9, 2026 · 1 h 4 min

Show notes

🎤 本期嘉宾:
缪延亮|中金公司首席经济学家,资深董事总经理,著有《货币的秩序》《信心的博弈》《从此岸到彼岸》
Amiee|「投资ABC」主播
⏯️ 本期简介:
这期是蹭了友台「投资ABC」的一期节目,因为听说能有机会和dream list上的一位嘉宾缪延亮老师录制。
我其实是带着巨大好奇和疑问来的,但是,碍于时间所限,感觉录得有点碎,这当然是我的问题。争取以后录一期不限时的,更完整地给大家。
欢迎收听本期节目
🎯 时间轴:
00:15 宏观在我心中的模样:机制、约束、预期
07:22 宏观经济学、宏观经济、宏观政策是三件事
11:35 从中性利率说开去
14:52 居民存款背后
16:56 美元潮汐就是风险偏好周期
19:02 宏观经济如何传导给我们每个人?
21:37 一条宏观传导的逻辑链条
25:15 沃尔克加息最大的不同
28:56 美国能否撑住高利率?
31:43 40 万亿美债的...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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