Podcast Atlas
entity Updated 2026-08-17 Topics: Economics

面基

激发动物精神，创造更多机会 adds a money, Bitcoin, AI, and opportunity branch through 周洛华 and the revised 《比特本位》. It connects 风险与成本分离, 创造机会的去中心化, 动物精神与机会激活, 工作量证明的货币验证, 纸币时代的资本市场去中心化, 提高人的价值以部署 AI, and 去中心化智能体身份 to the show’s existing investing, macro, and AI-agency themes.

如此打工 30 年：流水线上的面孔与时间 adds a labor, manufacturing-memory, and worker-archive branch through 占老师 and 《如此打工30年》. It connects 东莞, 长安镇, 工人摄影档案, 珠三角制造业变迁, 泰勒制工厂时间, 农民工社保遗留问题, 制造业小微化, and 以持续学习对抗替代 to the show’s existing agency and nonfiction themes.

A股的春夏秋冬：种树、种粮、种菜 adds an A-share institutional-investing branch through 吴伟志 of 中欧瑞博. It connects A 股四季框架, 种树种粮种菜, Investment Strategy Fit / 投资策略适配, Growth Investing / 成长投资, MAPER Investment Research Framework, and Research Index Portfolio Construction / 投研指数化 into the show’s existing investing thread, with the distinctive claim that method, market season, company type, and organization process must fit before any slogan becomes actionable.

所有净值曲线背后都是人，正态分布的普通人 adds a fixed-income-plus and private-account product-management branch. It connects 固收+产品, Risk-Budgeted Absolute Return / 风险预算绝对收益, Rolling Holding-Period Experience / 滚动持有期体验, Cross-Asset Risk Expression / 跨资产风险表达, MVP Investment Framework / 宏观-估值-政策框架, and Convertible Bond Double-Low Strategy / 可转债双低策略 to the show’s earlier allocation work by asking who is holding the net-value curve and what drawdown path the middle of the client distribution can tolerate.

The E145 source adds an A-share bull-market psychology layer through 张一贞, A-Share Valuation Indicators, Multi-Strategy Allocation, and Drawdown Psychology. Its distinctive contribution is to move from “is 4000 points high” toward a more practical question: how should an investor preserve realized gains, action capacity, and emotional stability when valuation repair has already happened and late-cycle sentiment can still push prices higher.

The E144 source adds a trend-trading and market-statistics layer through No-Prediction Trading, Diversification Alpha, Random Market Narratives, Polymarket, and an expanded Trend Following frame. Its distinctive contribution is to treat signals as market-state observations rather than predictions, then connect repeated positive-expectation trades, small probes, diversification, and post-hoc narrative risk.

面基 is the podcast/show context for E153.股神的牌局：复利公式 + 凯利公式, E155.似乎没什么人再提「AI 泡沫论」了, E158.资产配置与有效前沿：去找更好的，更不一样的，更贴近时代的, E159.港股的特殊之处与生存之道, E160.一个价值投资者的 20 年回顾：求积分，求胜率，求时间, E161.脱离理性暴政，去尽情游戏吧！, and E162.康波周期中的AI：新技术总在萧条期爆发，bad times make good people. E153 uses an investing conversation to connect Compounding Growth Formula, Kelly Criterion, Investment Edge, Position Sizing, Quantitative Investing, Passive Investing, and trading exits into one practical framework. E155 adds an AI investment layer through AI Investment Metrics, Jevons Paradox In AI, Human Resource Deflation Compute Infrastructure Inflation, CAPEX OPEX Substitution, Language User Interface, and Holo Assets. E158 adds a multi-asset layer through Asset Allocation, Efficient Frontier, Asset Correlation, 60/40 Portfolio, Free Cash Flow Indexing, and FOF Product Design. E159 adds a Hong Kong equity market-structure layer through Hong Kong Market Structure, Hang Seng Tech Index, Hong Kong Stock Connect, Hong Kong Exchanges and Clearing, dividend assets, liquidity, IPO absorption, and active risk management. E160 adds a public-fund value-investing layer through Value Investing, Margin Of Safety, Dividend Discount Model, Fund Liability Matching, Circle Of Competence, Business Moat, and Value Trap. E161 adds an embodied-judgment layer through 关雅迪, Trained Intuition, Embodied Judgment, Flow Environment Design, Extreme Environment Risk Management, and Action Defines Identity. E162 adds a long-cycle macro layer through Kondratiev Cycle, Technology Installation Cycle, Depression Driven Innovation, Risk Parity, Macro Asset Expression, Gold Monetary Anchor, and Geopolitical Cycle Macro.

E163 adds an AI workflow and life-design layer through 品哥, AI Skills, Context Engineering, Persistent Agent Memory, Human Agency Under AI, AI Use Pacing, and Output Quality Gates. It treats AI not only as an investment or productivity topic, but as a practical question of how ordinary users define intention, preserve subjectivity, and prevent agents from turning finite life into endless task queues.

The 读书，就是在读一个人的 F source adds a reading, friendship, and personal-knowledge layer through X/F/FX Framework, AI-Assisted Reading, Reading As Frame Training, Personal Knowledge Ecology, AI Authorship Presence, and 43talks. It connects the show’s existing AI-agency thread to a broader cognition claim: when AI makes outputs cheap, people still need to train the frame that decides what to read, trust, share, and test in the world.

The 《大厂小民》 conversation adds a nonfiction career layer through 小满, Career Shore Myth, System Humanity, Layoff Buffer, Tool Rationality Spillover, Family Labor Boundaries, and Nonfiction Publicness. It moves the show from AI, investing, and embodied judgment into ordinary workers’ relationship with large-company systems, asking how people can keep agency while restraining expectations that a system or “shore” will guarantee a stable life.

中年三账户：现金流、肌肉、睡眠 adds a midlife health and household-finance layer through Midlife Three Accounts, Personal Cash-Flow Account, Muscle As Longevity Infrastructure, Sleep As Daily Health Account, and Environment Over Willpower. It connects the show’s investing and embodied-judgment threads by treating cash flow, strength, and sleep as slow-feedback accounts that have to be maintained before middle-age pressure and later-life decline make them visible.

百万个景观社会：听说你也想当主播？ adds a platform-labor and fieldwork branch through 田峰’s discussion of 才艺团播. It moves 面基 beyond investing, AI, and personal agency into a social-science account of livestream rooms as industrialized systems of guild training, real-time data, compliance, makeup, camera work, and backstage review.

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