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Li Xiang's extended conversations with founders, investors, and business operators about personal choices, company growth, and lived experience in business.
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86 EPISODESZHTRACKED SHOW
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Vol.152 宏观漫谈73｜年终特辑：“世界何以至此”决定了“我们去向何方”
中国经济正从房地产驱动的规模扩张转向研发与附加值增长，服务消费、城市圈和约3亿常住人口的公共服务需求构成未来十年至二十年的增量。低利率可能推动被动指数基金从3万多亿元扩至至少6万亿至10万亿元，个人养老金全国推广并配置ETF则带来约25年久期；制造业积木、能源换代与出海效率仍需长期观察。