周金涛

周金涛 appears in E162.康波周期中的AI：新技术总在萧条期爆发，bad times make good people as the strategy-research lineage behind the guest’s early work on long cycles, real estate, commodities, gold, and innovation. The episode uses that lineage to make Kondratiev Cycle analysis feel like a research discipline for macro and asset allocation rather than a slogan about predetermined years.

The source does not make Zhou Jintao the episode’s main subject. His role is contextual: his team at 中信建投证券 is where the guest learned to connect long-wave research with practical market questions such as what to buy, how to size risk, and how to express a macro thesis through assets.

Connections

• Kondratiev Cycle — main long-cycle framework associated with the source’s research lineage.
• 中信建投证券 — institution where the guest says he worked with the strategy team.
• Macro Asset Expression — practical bridge from cycle judgment to portfolio implementation.
• Gold Monetary Anchor — one of the long-cycle asset topics the guest says the team studied.