Скачать или смотреть 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 。

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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