Episodes
-
Is this a short-term rally or the end of the bear market?
今天我們再次邀請到了康和投顧總經理黃詣庭，他透過總體經濟研究及宏觀策略，讓我知道接下來2023年我們籌碼應該如何佈局？
Today, we again Barry Huang on our show, President of Concord Capital Management. He's here to share with us how to position our portfolios for 2023 based on macro economic research and investment strategy. -
今天我們邀請到了康和投顧總經理黃詣庭Barry Huang，他透過總體經濟研究及宏觀策略，能給予更多投資人更多不同面向的投資建議。康和投顧為國內最早進軍境外基金總代理的業者之一，代理之「KBI 替代能源解決方案基金」連續第三年榮獲「天然資源股票基金三年期獎」。讓專家教我們在熊市我們該如何投資？
On our show today is Barry Huang, President of Concord Capital Management, here to share their macroeconomic research and outlook to investors. Concord Capital Management is one of the earliest companies in Taiwan to distribute and sell foreign mutual funds. The "KBI Global Energy Transition Fund" it distributes has won awards for the best natural resources fund in Taiwan. Barry’s experience will hopefully teach you how to invest in a bear market. -
Episodes manquant?
-
U.S. biotech industry investment trends
再次邀請到在金融業經驗豐富，在投資銀行、私募股權和創投基金等多元化金融操作擁有 20 年經驗的邱壹豐 Peter 。他現在在Locust Walk（生物技術諮詢公司）為生物技術初創企業制定戰略，為全球市場的生物技術的初創企業籌募資金創造更多的發展機會。今天的節目Peter 幫我們分析美國生物科技的動態，及投資美國生物科技該注意的事項。
Once again, we have invited Peter Chiu, who has 20 years of experience in finance spanning investment banking, private equity, and venture capital funds. Peter is now at Locust Walk, a biotech consultancy, strategizing for biotech start-ups, helping them raise funds, and creating more growth opportunities for them. In this episode, Peter will analyze the dynamics of US biotechnology for us and what to pay attention to when investing in this industry. -
Is the biotech industry still worth investing in?
邱壹豐 Peter 在金融業經驗豐富，在投資銀行、私募股權和創投基金等多元化金融操作擁有 20 年經驗。
現在在Locust Walk（生物技術諮詢公司）為生物技術初創企業制定戰略，為全球市場的生物技術的初創企業籌募資金創造更多的發展機會。
今天的節目Peter 讓我們更多了解有關生物科技的動態，及如何在這產業找到好的投資標的。
Peter is a financial industry veteran, with 20 years of experience in diversified financial operations including investment banking, private equity, and venture capital funds.
Now at Locust Walk (a biotech consultancy), he provides strategy, raising funds, and creating more growth opportunities for biotech start-ups in the global market. In today's program, Peter will share with us the dynamics of biotechnology and how to find good investment targets in this industry. -
Can Vietnam sustain rapid economic growth in 2023?
2023年越南央行的政策會是什麼？2023 年越南經濟會如何發展呢？越南在全球經濟衰退和升息通膨的影響能有一樣的經濟成長嗎？再次我們邀請到了郭東霖（Tony Kuo)來到我們節目. Tony在越南金融業界20多年，是許多外商及越南本土銀行的首席顧問，協助外商銀行深耕越南。幫助了許多越南本土企業經營管理及財務規劃。 我們聽聽他專業的分析。
What will be the policy of the Vietnam Central Bank in 2023? What is Vietnam's economic outlook in 2023? Can Vietnam have the same economic growth as recession, rising interest rates, and inflation impact the world? Once again, we invite Tony Kuo to our program. Tony has been in Vietnam’s financial industry for more than 20 years. He is the chief consultant to many foreign and local banks in Vietnam, assisting foreign banks to deepen their development in Vietnam. He also helped many local Vietnamese enterprises in their management and financial planning. -
Vietnam’s unlimited potential and investment opportunities
這次我們邀請到了郭東霖（Tony Kuo)來到我們節目. Tony在越南金融業界20多年，是許多外商及越南本土銀行的首席顧問，協助外商銀行深耕越南。幫助了許多越南本土企業經營管理及財務規劃。 Tony 在節目中讓我們更深入了解越南金融脈動，及如何投資這個有無限潛力的市場掌握投資商機。
This time, we have invited Tony Kuo to our program. Tony has been working in Vietnam’s financial industry for more than 20 years. He is the chief consultant to many foreign and domestic banks in Vietnam. He assists foreign banks to deepen their development in Vietnam. Tony also helped many local Vietnamese enterprises with their management and financial planning. Tony is on the show to provide us with a deeper understanding of Vietnam’s financial market and how to invest in this emerging country with its unlimited potential and investment opportunities. -
Choose investment targets from an analyst's point of view
今天我們再次邀請到已深耕台灣投資人關係(Investor Relations, IR)領域達10年之久的瑪亞投資(Markis Capital)董事長蔡鴻德(Teddy Tsai)來到我們節目現場。 分析師出身的Teddy跟我們分享他如何用法人的思維和從公開資訊裡去找出好的投資標的，在不好的大環境該如何選擇投資標的。
Today, we once again invite Teddy Tsai, Chairman of Markis Capital, to the show. Teddy has been deeply involved in the field of Investor Relations (IR) in Taiwan for 10 years. Teddy, who was previously an equity analyst, shares with us how to think like an institutional investor to find good investment targets from public information, and how to choose investment targets in a bear market. -
2023 Investment Outlook
這次我們再次邀請到合庫投信投資長，同時擁有美國紐約大學碩士及美國麻省理工學院雙碩士學位的陳信嘉（Henry）來探討進入2023年，投資人應該如何應對？2023年降息無望?通膨還會繼續影響整個全球經濟嗎？何時是最好的投資點？
We again have Henry Chen, the Chief Investment Officer of Taiwan Cooperative Mutual Funds Investment Trust, joining us on the show today. Henry holds double master's degrees from New York University and MIT. He will share with us what investors should look for in 2023. Will there be an interest rate cut in 2023? Will inflation continue to affect the entire global economy? And when is the best time to invest? -
今天我們邀請到已深耕台灣投資人關係(Investor Relations, IR)領域達10年之久的瑪亞投資(Markis Capital)董事長蔡鴻德(Teddy Tsai)來到我們節目現場。 瑪亞服務的客戶涵蓋石化、海運、光電、IC設計、金控、食品、金屬、租賃、建設等產業。所以今天分析師出身的Teddy跟我們分享什麼是IR,以及交我們如何從公開資訊和法人思維去找出各產業的投資好標的。
On this episode, we have Teddy Tsai, Chairman of Markis Capital, who has been deeply involved in the field of Investor Relations (IR) in Taiwan for 10 years. His IR clients include petrochemical, shipping, optoelectronics, IC design, financial control, food, metal, leasing, construction and other industries. Teddy, who started his career as an equity analyst, shares with us what IR is and how we can find good investment targets in various industries using public information and thinking like institutional investors. -
How do you trade highly leveraged futures?
繼上次基礎的期貨交易概念。這一集Leo 讓我們更清楚期貨的避險，和法人的操作。 我們如何能從公布資訊佈局？也告訴我們期貨的自動交易是怎麼操作的？
Following the basic concepts of futures trading from last time, in this episode, Leo share with us how to use futures as a hedging tool and how institutional investors trade futures. Additionally, how can we make investment decisions from public announcements and how automated trading of futures works? -
The Risks and Advantages of Futures Trading
今天我們邀請到有多年期貨證卷交易經驗的Leo Juan來跟我聊聊期貨交易如何操作？該注意什麼風險？期貨的避險有什麼優勢？讓我們了解這高槓桿低交易成本的金融操作。
We have Leo Juan on the show, who's got many years of experience as a sales trader in futures and stocks, to talk about how futures trading works. What risks should investors be aware of? What are the advantages of using futures for hedging? Let's dive in and understand the structure behind the high leverage, low transaction cost of futures trading. -
Finding stocks that can grow steadily in a volatile market
我們再次請到了美國紐約大學碩士、美國麻省理工學院雙碩士，合庫投信投資長陳信嘉Henry。 動盪不安的投資市場，通膨、升息因素，投資人如何讓自己的資金能好獲利有能穩定成長？ 在不安定中尋找讓自己安心的投資標的。
Finding stocks that can grow steadily in a volatile market
We once again invited Henry Chen, the Chief Investment Officer of Taiwan Cooperative Mutual Funds, who holds a double master's degree from NYU and MIT. In this turbulent investment market, rising inflation, and interest rate hikes, how can investors make their portfolios profitable and stable? Henry discusses with us how to find investment targets that is reassuring during times of uncertainty. -
這次我們再次邀請到合庫投信投資長，同時擁有美國紐約大學碩士及美國麻省理工學院雙碩士學位的陳信嘉（Henry）來探討AI電動車及車聯網創的新商機。電動汽車成長快速，全球電動車供應鏈有哪些？傳統汽車製造商有哪些衝擊？ 新的電動汽車製造商比較有優勢嗎？和未來的發展如何？AI電動車及車聯網該如何投資及佈局？
We once again invited Henry Chen, Chief Investment Officer of Taiwan Cooperative Mutual Funds. Henry holds a double master's degree from New York University and MIT. He’s here this week to discuss new business opportunities created by AI electric vehicles and car IoT as electric vehicles are growing rapidly. What are the global electric vehicle supply chains? What are the shocks to traditional automakers? Do new EV manufacturers have a comparative advantage? And what is the future development? How do we invest and in this growing trend? -
今天我們邀請到
同時有國立台灣大學
及上海復旦大學管理碩士的亞力通訊總經理柯伯文（Albert Ke)，讓我們更了解物聯網產業。
物聯網之前炒作了很久，就IoT的實際實施而言， 它到底目前發展的到哪裡？台灣公司做物聯網的硬體廠商和數據分析的軟體公司有什麼競爭力。接下來的5G 物聯網會為我們生活帶來什麼改變？ 我們投資應該注意什麼？
Our guest today is Albert Ke, President of Allis Communications, who received MBAs from both National Taiwan University and Shanghai’s Fudan University. Albert is here to answer our questions regarding the Internet of Things (IoT), which has been hyped for a long time. But where are we now in terms of the actual implementation of IoT? What competitiveness do Taiwanese companies have as IoT hardware manufacturers and data analysis software companies? What changes will the next 5G IoT bring to our lives? And most importantly, what should we pay attention to when investing in this sector? -
這幾天台海情勢不安，聽說烏克蘭打戰時很多人不是帶黃金逃難，而是帶著虛擬貨幣。 虛擬貨幣跌了那麼深了會泡沫化嗎？ 還是是進場的好時機？虛擬貨幣要如何投資？
今天我們邀請到了BitShine營運長 劉岳軒Samuel，曾任東吳大學資管系講師，熟悉科技與區塊鏈的產品與產業發展。幫我們更了解虛擬貨幣區塊鏈的投資，揭開那神秘面紗，讓我們更了解投資的風險和虛擬貨幣的優勢和安全性。也幫上週留言的粉絲們解答～～～
The Taiwan Strait has been tense in the past few days. There are rumors many people left Ukraine not with gold, but with virtual currency, as ware broke out with Russia. Are virtual currencies currently in a bubble? Or is it a good time to get in? And how do you invest in virtual currencies?
BitShine’s Chief Operating Officer Samuel Liu, who is also a lecturer at Soochow University, joins us to help us better understand virtual currencies and blockchain technology, by uncovering the mysteries, investment risks, advantages, and security of virtual currencies. We also help ask questions posted by listeners last week for Sam to answer ~~~ -
這一集我們請到了美國紐約大學碩士、美國麻省理工學院雙碩士，合庫投信投資長陳信嘉Henry來到我的節目中，探討不安的投資市場中相對穩定前景看好的［基礎建設基金］，基礎建設基金包含什麼投資項目，為什麼能有穩定的收益？選擇好的投資標的避開發展中新興國家的破產危機。
In this episode, we invite Henry Chen, CIO of Taiwan Cooperative Mutual Funds, to discuss the relatively stable and promising prospects of infrastructure funds in this current volatile market. Henry received double master's degrees from New York University and MIT. He will discuss with us what investment projects the infrastructure fund invests in, and how it generates stable returns by investing in projects that avoid potential bankruptcies of developing and emerging countries. -
我們這禮拜的來賓是證券承銷部主管翁永裕! 來告訴我們投資人為什麼應該買未上市發行的股票?有什麼風險和優勢？和要注意的各項細節。
他的投資轉換債方式和操作策略。他的多年經驗分享讓我們第一次買未上市股票就輕易上手
Our guest this week is Tony Weng, Head of Underwriting Department at a securities firm! He shares with us why investors should buy unlisted shares, what are the risks and advantages, and details to pay attention to? Tony will also share with us his strategies for investing in convertible bonds. He shares his years of experience to make it easy for first time investors to invest in unlisted stocks. -
永續發展產業會是這經濟衰退中好的投資項目嗎？台灣有綠色能源的未來嗎？ 本週，我們與信實資產管理的合夥人彭俊豪 Steven討論這個話題，並分析台灣當前的綠色能源政策和投資機會。 Steven 之前是國泰投信綠能私募基金的負責人。 我們很高興 Steven 能在這週的 podcast 上與我們分享他在綠能投資方面的豐富經驗。
Are sustainable industries a good investment in this recession? Does Taiwan have a green energy future? This week, we discuss this topic with Steven Peng, Partner at Trust Capital Asset Management, and analyze current green energy policies and investment opportunities in Taiwan. Steven was previously the head of Cathay Pacific Investment Trust Green Energy Private Equity Fund. We are delighted that Steven is sharing his extensive experience of investing in green energy with us on this week's podcast.
追蹤我們的粉專：https://reurl.cc/2Z1QGa
訂閱我們的YT : https://reurl.cc/e3Rkqj
Apple podcast：https://reurl.cc/Xj1QKD
Soundon：https://reurl.cc/yrdA9l -
這次熊市的波動會持續多久？？？ 我們與紐約專注於波動性量化對沖基金 THM Capital 的合夥人 Alex 一起探討在波動不安市場的投資策略和風險管理。 THM Capital 幫助全球法人機構避險及提供投資策略。跟著法人的投資思維和風險管理讓我們在這波動巨大不安的投資市場中還能有好的投資獲利！
How long will this bear market volatility last? ? ? We discuss investment strategies and managing risk in volatile markets with Alex, a partner at THM Capital, a volatility-focused, quant hedge fund in New York. THM Capital helps institutional investors around the globe in hedging and provide investment strategies. Have an in depth look at how large institutional investors think about investing and managing risk so we can possibly learn to profit like them in this volatile market.
追蹤我們的粉專：https://reurl.cc/2Z1QGa
訂閱我們的YT :https://reurl.cc/e3Rkqj
Apple podcast：https://reurl.cc/Xj1QKD
Soundon：https://reurl.cc/yrdA9l -
今天來賓是劉揚，他是Just Kitchen 的首席幕僚長。
Just Kitchen 台灣雲廚房在多倫多證券交易所掛牌上市 。
很高興我們能與 Yang 一起聊聊餐飲業的現狀、及消費者口味的變化。
探討外賣公司未來的運作方式和實體餐廳未來發展。
Yang Liu is the Chief of Staff at Just Kitchen, a Taiwanese cloud kitchen operator that is publicly listed on the Toronto Stock Exchange. We're excited to have Yang on this week's show to talk about the current state of the restaurant industry and changes in consumer tastes. And we will further discuss how cloud kitchens like Yang's company will operate and develop in the future compared to traditional brick and mortar restaurants. - Montre plus
