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站在觀測點,看清世界的運作邏輯。 【觀測點】是一檔由 Chloe 與 Ethan 共同主持的 Podcast,專注於拆解國際政治、經濟、金融與敘事操作。 我們從深度視角出發,追蹤被忽略的趨勢,解析制度背後的現實,讓知識不再抽象,讓敘事重回理性。 更多深度內容請見我們的部落格【量子觀點】:quantixview.com Powere... more
September 01, 2025The Din Tai Fung Dilemma: When a Middle-Class Staple Becomes a Luxury in a Mispriced Economy|The Observation Desk EP15You’re not too poor for Din Tai Fung—your money has just been sacrificed to the concrete gods. In this episode, we unpack how Taiwan’s collective obsession with home ownership has swallowed trillions that could’ve funded entrepreneurship, innovation, or even just three generations of soup dumplings. 👉 Read the full article: https://quantixview.com/din-tai-fung-opportunity-cost-mismatch-taiwan 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more51minPlay
September 01, 2025為什麼薪水、獎金和投資獲利你會用得不一樣?心理帳戶效應解析|投資專題 EP08同樣的 5 萬元,為什麼薪水、獎金和投資獲利的用法完全不同?本集解析心理帳戶效應如何讓投資人掉入陷阱,並提供破解思路:時間分類+自動再平衡,讓你的錢真正為你工作。 👉 本集完整文字版:心理帳戶效應:為什麼你把不同來源的錢看得不一樣?投資人最常掉入的隱形陷阱|行為財務學入門(六) 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more1h 5minPlay
August 27, 2025小魚還是鮪魚?台積電揭露散戶指數投資的生存法則|股票估值與分析系列最終章|投資入門 EP15這一集是 《股票估值與分析系列》的最終章。 透過 SPIVA 報告與 台積電十年貢獻 55% 的案例,我們揭示股市的「贏者全拿」結構:65% 基金輸給大盤,散戶唯有成為「鮪魚」——靈活、逆向、指數化,才能長期生存。 完整文章請見 👉 小魚還是鮪魚?超越估值,散戶的指數化投資與長期生存策略 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more33minPlay
August 20, 2025鼎泰豐困境:從一籠小籠包看台灣人的機會成本錯配 |觀測點評論 EP14你不是吃不起鼎泰豐,是把人生的錢都供奉給水泥牆了。本集透過機會成本的經濟學視角,揭露台灣人如何集體錯置資源,把原本能創造價值的 60 兆,全塞進房市無底洞,從而導致創業、教育、文化與生活品質的全面停滯。 👉 延伸閱讀全文:鼎泰豐困境:從一籠小籠包看台灣的機會成本錯配 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more25minPlay
August 19, 2025搞懂流量 vs 存量:GDP高,不代表你真的變有錢|投資入門 EP14GDP 年年創新高,但為什麼你的戶頭沒有跟著變多? 真相是:GDP 只是流量,不是存量。它代表的是錢在市場裡的轉動速度,不是你能留下多少。 本集用街角麵店、雜貨店、計程車大哥的故事,帶你拆解「流量 vs 存量」的核心差別,說明為什麼只看 GDP 數字會讓你掉入經濟與投資的陷阱。更重要的是——要怎麼把流量轉換成能養自由的存量資產。 👉 延伸閱讀文章:搞懂流量 vs 存量:GDP高,不代表你真的變有錢 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more10minPlay
August 18, 2025Alaska Summit: Power Signals Between Trump, Putin, and Ukraine|The Observation Desk EP13The Alaska summit between Trump and Putin ended without a ceasefire, yet it marked a turning point that allowed Putin to break his diplomatic isolation and step back onto the global stage. The interaction between the two leaders revealed subtle power signals, while Ukraine fears being sidelined and European allies remain uneasy about vague security guarantees. This episode unpacks the strategic signals behind the summit and explores how it may reshape the trajectory of the Ukraine war and the transatlantic alliance 👉 Read the full article series|“Midnight Witness” — 49th Floor Trading Room • Hong Kong Central version: 《我哋點樣親眼睇住油價跌到負數》 • Taipei Xinyi version:《我們如何目睹油價變成負數的歷史時刻》 • Singapore Marina Bay version: 《How We Watched Oil Prices Turn Negative, Just Like That, at Marina Bay》 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more54minPlay
August 17, 2025阿拉斯加峰會:普丁的外交勝利與烏克蘭的邊緣化風險|觀測點評論 EP12美俄阿拉斯加峰會落幕,沒有停火協議,卻成為普丁重返國際舞台的重要轉折。川普與普丁的互動展現了微妙的權力訊號,烏克蘭則憂心被邊緣化,歐洲盟友也對安全保障的模糊性感到不安。本集將拆解峰會背後的戰略訊號,揭示這場會談如何重塑俄烏戰爭的走向,以及對跨大西洋聯盟的深遠影響。 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more9minPlay
August 02, 2025When Oil Went Negative: The Writing Behind the Breakdown|49th Floor Trading Room EP04What did it take to write a collapse that made sense? In this breakdown of narrative design, structure, and timing, we dissect how a single article turned negative oil into something visceral, legible, and devastating. 👉 Read the full article series|“Midnight Witness” — 49th Floor Trading Room • Hong Kong Central version: 《我哋點樣親眼睇住油價跌到負數》 • Taipei Xinyi version:《我們如何目睹油價變成負數的歷史時刻》 • Singapore Marina Bay version: 《How We Watched Oil Prices Turn Negative, Just Like That, at Marina Bay》 • Shanghai Lujiazui version:《午夜见证:地狱之门》 • Tokyo Marunouchi version: 《午夜見証:石油価格崩壊の証人たち》 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more29minPlay
August 01, 2025When Oil Went Negative: Inside the Night the Market Collapsed|49th Floor Trading Room EP03On April 20, 2020, West Texas Intermediate (WTI) crude oil futures crashed below zero for the first time in history, hitting a staggering negative price of -$40 per barrel. From a trading room on Hong Kong’s 49th floor, we witnessed the unprecedented market collapse live. This episode breaks down the technical triggers, delivery mechanics, and structural flaws behind the historic WTI crash — revealing how retail traders suffered massive losses and why the system failed. 👉 Read the full article series|“Midnight Witness” — 49th Floor Trading Room • Hong Kong Central version: 《我哋點樣親眼睇住油價跌到負數》 • Taipei Xinyi version:《我們如何目睹油價變成負數的歷史時刻》 • Singapore Marina Bay version: 《How We Watched Oil Prices Turn Negative, Just Like That, at Marina Bay》 • Shanghai Lujiazui version:《午夜见证:地狱之门》 • Tokyo Marunouchi version: 《午夜見証:石油価格崩壊の証人たち》 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more55minPlay
August 01, 2025油價跌到負 40 美元:交易室裡那一夜,我們見證了制度的崩潰|49樓交易室 EP022020年4月20日深夜,輕原油期貨價格首度跌至負值,一度崩至-$40。這不只是市場異常。本集從台北49樓交易室的第一視角出發,還原當晚每個震撼時刻,並深入解析負油價的技術成因、交割風險與散戶慘劇背後的結構性真相。 👉 閱讀完整文章系列|《午夜見證》49樓交易室 • 香港中環版:《我哋點樣親眼睇住油價跌到負數》 • 台北信義版:《我們如何目睹油價變成負數的歷史時刻》 • 新加坡滨海湾版:《How we watch oil price become negative, just like that, at Marina Bay》 • 上海陆家嘴版:《午夜见证:地狱之门》 • 東京・丸の内版:《午夜見証:石油価格崩壊の証人たち》 留言告訴我你對這一集的想法: https://open.firstory.me/user/cmb87js2x13p901y3dpm35199/comments Powered by Firstory Hosting...more14minPlay