大卫翁 / David Weng
大卫翁 is the [[QizhulouYanBinke|起朱楼宴宾客]] host and speaker in vol.104.普通人港股完全生存指南 | 串台三点下班. In this episode, he brings an institutional and personal-investing perspective on Hong Kong equities, including earlier fund work on Greater China allocation, the China Southern Airlines / 南方航空 AH discount trade, a steel-pipe-stock loss, and renewable-power rerating examples through Datang Renewable Power / 大唐新能源 and Longyuan Power / 龙源电力.
In vol.106.迪拜，真的遍地是黄金？, he hosts Ricky’s field report on Dubai / 迪拜, [[AbuDhabi|Abu Dhabi]], capital flow, real estate, crypto, residency, and Chinese outbound-business opportunities. His role is mainly to test whether Dubai’s opportunity story should be read as ordinary investing, migration, geopolitics, or city-development signal.
In vol.107.85后提问95后：如果事情不需要做选择，那我就装尸体旁观, he shifts from investing and overseas opportunity into a generational interview role, asking [[SiriQizhulou|Siri]] how a 95后 thinks about youth “corpse mode”, present-choice boundaries, work-life separation, finance careers, and relationship optionality.
In vol.108.日本五大综合商社：重返舞台中央, he returns to Japan and investing-adjacent business history through [[JapaneseSogoShosha|Japanese sogo shosha]]. The episode connects Warren Buffett’s interest in Japanese trading companies to resources and governance, but more importantly uses Keiretsu Business Groups / 系列, Trading Company Investment Model, and Deglobalization Trade Intermediation to explain why intermediaries can matter again when trade becomes harder.
Connections
- [[QizhulouYanBinke|起朱楼宴宾客]] — source show.
- [[SanDianXiaban|三点下班]] and [[Haoge|浩哥]] — crossover partner and conversation counterpart.
- Hong Kong Retail Investor Survival, AH Share Discount Repricing, Hong Kong Liquidity Exit Risk, and Defensive Dividend Assets — main investing themes he develops in the source.
- Alibaba, Tencent, China Southern Airlines / 南方航空, Datang Renewable Power / 大唐新能源, and Longyuan Power / 龙源电力 — company examples he discusses.
- Ricky, Dubai / 迪拜, Dubai Business Hub Model, Dubai Real Estate Market, and Dubai Golden Visa Residency — vol.106 Dubai field-report branch.
- [[SiriQizhulou|Siri]], Choice-Triggered Attention Boundary, Controllable Life Anchors, and Relationship Optionality — vol.107 generational conversation branch.
- Japanese Sogo Shosha / 日本综合商社, Mitsubishi Corporation / 三菱商事, Mitsui & Co. / 三井物产, Itochu / 伊藤忠商事, Sumitomo Corporation / 住友商事, and Marubeni / 丸红 — vol.108 Japanese trading-company branch.