拒絕被收割！從芒格故事看懂資產配置：點樣用「保險思維」應對全球經濟失衡？【 скачать в хорошем качестве

拒絕被收割！從芒格故事看懂資產配置：點樣用「保險思維」應對全球經濟失衡？【

全球貨幣貶值、長期失衡的年代，央行「放水」並不會平均流向”投資眾生”的錢包，而是一場本質上的財富再分配 。2026年投資環境充滿結構性變化，如果你仍然死守現金，可能會成為被侵蝕購買力的其中一隻「溫水煮蛙」 。本集德兄會分享一個 Charlie Munger 提及的 Omaha 故事，帶出環境改變時資產價值致命轉變 。面對高度不確定性，去賭單一事件買單邊猶如賭命，反而要建立一個具備「韌性」的多方位組合 。 🔎#德兄 #佛系收息 3月7日直播分享會：https://edu.money-tab.com/pages/reits... ════════════════════ 更多👇🏻#股壇劉玄德👇🏻影片: https://bit.ly/3UQ04Ft ════════════════════ #德兄 帶你環球部署，穩健收益不再遙遠！ IB一站式環球投資平台，專注房託(REITs)、債券等穩健資產， 覆蓋全球 33個國家/地區、135個市場，你穩步增值！ 了解更多IB詳情：https://bit.ly/41SuSHn ════════════════════ ⬇️ 訂閱E-news電郵簡報 https://rw7nc12cda4.typeform.com/MTTV... ════════════════════ ✓ 免費請用升級版: https://money-tab.com/subscription 追蹤我 Follow Me : 【我要做富翁】   / @money-tab   【富翁電視MTTV】   / @mttv   【我要做世界】   / @invest_the_world   【施家加四個】   / @the_sy_family   【IG: money_tab】  / money_tab   【Facebook 我要做股神】  / 203349819681082   *Interactive Brokers provides execution and clearing services to its customers. Influencer is not affiliated with, recommended by or an agent of Interactive Brokers. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided in this video. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products/ services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website. Influencer is a customer of Interactive Brokers. Interactive Brokers and Influencer have entered into a cost-per-click agreement under which Interactive pays Influencer a fee for each clickthrough of the Interactive Brokers URL posted herein. Timestamp: 00:00 財富再分配的巨輪已經啟動 01:50 Charlie Munger 的 Omaha 故事：水資源與土地的啟示 04:20 當「水」不再是王：低利率環境下的王者過渡 05:50 溫水煮蛙：現金購買力被侵蝕的真相 07:45 2025 年回顧：大類資產走勢的模式分析 09:15 策略核心：並非預測結果，而是確保「存活率」 09:42 第一類資產：科技與創新 14:00 第二類資產：具備強大「定價權」的抗通脹資產 16:25 第三類資產：黃金與加密貨幣——投資組合的「保險」 18:10 全球失衡：美、歐、中解困方案所帶來的聯動風險 19:43 總結：建立情境韌性，放下對精準預測的迷信