Jason的投资思考
非共识的20分钟
20分钟讲明白一个复杂事件Jason Huang：北大金融&历史9年VC，投资消费互联网蔡崇信家族办公室前中国区负责人美元对冲基金NDV创始人: 2年~4x回报20min.contrarian@gmail.com--Hosting provided by SoundOn
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Episodes
Episode 0｜发刊词 31.01.2026 5:49
这是一档只用 20 分钟，把复杂世界讲到你能复述的节目。 我叫 Jason Huang：北大金融&历史，做过 9 年 VC，也在家族办公室做过全球配置，后来自己下场做过基金，经历过行情的疯狂与清算的冷。越做越确定：信息不值钱，解释信息的框架才值钱。 《非共识的20分钟》每期固定三步： First Principles：扒开噪音，抓底层资源争夺（货币信用 / 能源 / 算力 / 供应链 / 共识） Follow the Money：谁得利、谁受损？谁表面反对、私下布...
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