Podcasts about inpeak

Today, I'm thrilled to welcome Horia Oltean. He's the co-founder of Prime Hire, a pioneering staff augmentation firm that's redefining how companies connect with top-tier engineering talent. Now, let's hold off on any preconceptions of a dry discussion on hiring. We're about to unpack a critical challenge faced by leaders across industries – securing elite senior software engineers. Horia sheds light on the stark reality: the pool of seasoned engineers is not just limited; it's fiercely contested, predominantly by the tech giants. Enter PrimeHire, our newest Service Partner at InPeak, tackling this very dilemma head-on. Their innovative approach not only bridges the gap but also offers a unique proposition – the opportunity to seamlessly integrate these talents into your teams. Today's conversation is brimming with invaluable insights and actionable strategies that you simply can't afford to miss. LinkedIn : Horia Oltean PrimeHire X: @PrimeHireio PrimeHire Web: https://www.primehire.io/    ----   Dance, Don't Delay by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Source: http://www.twinmusicom.org/song/303/dance-dont-delay Artist: http://www.twinmusicom.org

In this episode, I have the pleasure of sitting down with Derek Watson, the founder of N2 Technology and the dynamic Fusion_42 community, uniting innovative startup founders and investors. Not too dissimilar to what we're building at InPeak, and I look forward to collaborating with Derek in the coming weeks and months. Derek is particularly well-connected in the UAE startup scene, actively fostering a thriving community. If you're a founder in the region, Derek's insights and work on LinkedIn are a must-follow. Our conversation was nothing short of eye-opening, and I trust you'll find it as enlightening as I did. Tune in and explore the dynamic world of startups with Derek Watson. Follow Derek on: - LinkedIn: DeReK WaTSoN  - Twitter: @derek__Watson - Email: derek@n2.eco  - N2 Website: https://n2.eco/   --------------   Dance, Don't Delay by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ - Source: http://www.twinmusicom.org/song/303/dance-dont-delay - Artist: http://www.twinmusicom.org    

My discussion with Somi Arian is a deep dive into the entrepreneur's dilemma of solving problems vs. fulfilling desires, customer discovery, product building and pivots, all baked into a live startup mentoring session. Somi is the founder and CEO of InPeak, an innovative platform enabling creators and businesses to build and monetize communities.  Somi is also an award-winning filmmaker, tech philosopher, and author whose work sits at the intersection of AI, blockchain, and the future of work. Her 2018 documentary, “The Millennial Disruption” won several international awards and featured industry leaders from The Economist, Marie Claire, Bentley, JLR, and Steinway. If you're building in web3, the next class of the Techstars Web3 accelerator takes place in spring 2024, and applications are open now.  As web3 is global and borderless, so is Techstars Web3.  Although most of the accelerator content is delivered virtually, the class does meet up in person for a week at a time at the beginning, middle and end of the program in different cities around the world.  Jump on over to techstars.com/accelerators/web3 to apply. LINKS: Follow Somi Arian on LinkedIn and X/(Twitter)  Check out the Somi Arian Podcast and learn about InPeak Leave a review and subscribe on Apple Podcasts | Spotify  Check out our MoneyNeverSleeps website and email us at info@norioventures.com Follow us on Twitter:  MoneyNeverSleeps  |  Pete Townsend Follow us on LinkedIn:  MoneyNeverSleeps  |  Pete Townsend --- Send in a voice message: https://podcasters.spotify.com/pod/show/moneyneversleeps/message

Somi Arian the founder of InPeak, an innovative platform enabling creators and businesses to build using AI and blockchain functionalities. She is an award-winning filmmaker whose documentary, "The Millennial Disruption," won several international awards. She is also the author of Career Fear and how to beat it. She was also honored by LinkedIn who recognized her with their Top Voices Award. Somi joined us on the show to talk about her upbringing, her leadership journey, and her advice for other leaders. She also talked about the fact that she sits at the convergence of many different transformational technologies and how leaders need to navigate a changing technology landscape.  —------------ Learn To Lead is brought to you by Abilitie a leadership provider of experiential learning. Abilitie's simulations and leadership programs have inspired over 55,000 professionals in more than 30 countries over the last three years. To learn more about Abilitie and about our host Matthew Confer, visit the links below: Abilitie Leadership Development - https://www.abilitie.com The Learn To Lead Podcast - https://www.abilitie.com/learn-to-lead-podcast/  Host Matthew Confer: -      LinkedIn - https://www.linkedin.com/in/matthewconfer/ -      Twitter - https://twitter.com/MatthewConfer -      Matthew's TEDx Talk on Decision Making - https://www.ted.com/talks/matthew_confer_before_you_decide_3_steps_to_better_decision_making  Make sure you subscribe to our show to ensure you get our next episode when it is released.

Step into our podcast series — a unique departure from InPeak's premium content and Webinars. Here, I chat with industry leaders, gaining insights into diverse perspectives on emerging technologies. Amidst these discussions, one thing remains constant: my deep passion for technology and its impact on the future of humanity.  Today, I'm joined by Sriram Krishnan of a16z. As a long-time admirer and avid listener of the a16z podcast, especially their take on Web3, this episode is a treat. I ask Sriram tough questions that I, a Web3 founder, grapple with due to shifting market conditions. Together, we uncover valuable insights that could aid you in navigating the rapid tech changes of today. Join us on this informative journey.   Follow Sriram on: LinkedIn: Sriram Krishnan Twitter: @sriramk Web: https://sriramk.com/ a16z Twitter: @a16zcrypto a16z Web: https://a16zcrypto.com/    ------------ Dance, Don't Delay by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license.  https://creativecommons.org/licenses/by/4.0/ Source: http://www.twinmusicom.org/song/303/dance-dont-delay Artist: http://www.twinmusicom.org

Elaine Ly is hosting Somi Arian, founder and CEO of InPeak, for a conversation on community building within a token-gated web3 environment. Elaine and Somi will break down what exactly that means for the content creators' economy — and how InPeak features in all of this. Learn more about your ad choices. Visit podcastchoices.com/adchoices

My guest on today's podcast is Tom Bilyeu, a successful entrepreneur who built a billion-dollar company, Quest Nutrition before starting his media venture, Impact Theory.  Tom's YouTube show has been a regular host to some of the brightest minds of our time, including Ray Dalio, Yuval Noah Harari, and Raoul Pal, to name a few.  Tom is now building a super interesting Web3 gaming venture called Project Kyzen. In this podcast, we talk about everything from his creative process to AI and Web3 Gaming.  I also wanted to let you know that Impact Theory has been kind enough to provide a special offer for our listeners where you can access the Impact Theory University courses.   These courses empower you with the skills, mindset, and strategies you need to conquer your goals and create a lasting impact.  Opt-in details below: Inpeak and Impact Theory partner to help unlock your potential at Impact Theory University. IT University,  offers courses designed to empower you with the necessary skills for personal development and impact creation. As an ITU full-access student, enjoy: Tom Bilyeu's transformative on-demand classes. Bonus courses from cognition coach Jim Kwik, celebrity trainer Dolvett Quince, and ITU co-founder Lisa Bilyeu. Action-oriented workbooks to personalize your progress. Weekly live Q&A sessions and video calls with Tom. Community: Join student-led groups focused on productivity, health, Web3, leadership, and more. ITU Challenges: Engage in accountability exercises for lasting change. Upgrade to our monthly full-access subscription valued at $119 for only $99.             Opt-in here: https://impacttheoryuniversity.com/inpeak-opt-in

In a world where technology evolves faster than fashion trends and new breakthroughs happen within months of each other, how can we stay relevant? How can we make sure technology works for us and not against us?With tech philosopher and founder of InPeak, Somi Arian, we talk about the role of ethics and philosophy in the age of AI, what the future is going to look like, and how you can stay ahead of the curve in this era of accelerated technological innovations.Somi Arian is a tech philosopher, award-winning filmmaker, author, LinkedIn-Top-Voice, and the founder of InPeak, a Web3 education and professional networking platform, and Smart Cookie Media, a marketing firm centred on developing thought leadership for Brands and Founders.00:00 Intro01:35 Technology as a life form07:47 Human evolution in relation to Technology11:57 Are we living in a simulation?15:28 How to remain relevant in the Age of AI20:58 How to consistently redefine your purpose and identity to stay relevant23:11 Responsibilities of people building technology30:38 Somi's vision in building InPeak33:12 The problem with Web3 business models

In this episode: Lauren Hawker Zafer is joined by Joti Balani Why this Episode?  Are you curious about the explosive chatbot trend and how it's transforming businesses worldwide? Join us in this episode as we talk to Joti, a leading expert in conversational AI. This is a must-listen episode for anyone looking to stay ahead of the game in the world of AI and discover the important learnings that conversational AI can bring to their business and operational processes. Who is Joti Balani? Joti Balani is an award-winning creative architect who designs and delivers complex enterprise, human and systemic transformations. As the Founder and Managing Director of Freshriver.ai she has created a multidimensional transformation framework which blends AI, Data Science, Engineering, Cybersecurity, and Social Sciences. She is the AI Impact lead at Innovation of Large Organizations (ILO), G100 US Country Chair for Robotics & Automation, Intrapreneurship Conclave Governance Council Member / Unfold India, as well as an AI Advisor to Web3 focused startups, Titlechain and Inpeak.xyz solving critical, global problems in business and society with courage, creativity, and technology. Joti leads Open Voice Network's (OVON) Industry Advisory Council to share her Conversational AI framework with the industry and is the co-founder of Women in Voice/WiV, New Jersey, US chapter.  REDEFINING AI is powered by The Squirro Academy - learn.squirro.com. Try our free courses on AI, ML, NLP and Cognitive Search at the Squirro Academy and find out more about Squirro here.

Spotlight Six is a snippet from our upcoming episode: Joti Balani - The Explosive Chatbot Trend. Listen to the full episode, as soon as it comes out by subscribing to Redefining AI. Who is Joti Balani?Joti Balani is an award-winning creative architect who designs and delivers complex enterprise, human and systemic transformations. As the Founder and Managing Director of Freshriver.ai she has created a multidimensional transformation framework which blends AI, Data Science, Engineering, Cybersecurity, and Social Sciences. She is the AI Impact lead at Innovation of Large Organizations (ILO), G100 US Country Chair for Robotics & Automation, Intrapreneurship Conclave Governance Council Member / Unfold India, as well as an AI Advisor to Web3 focused startups, Titlechain and Inpeak.xyz solving critical, global problems in business and society with courage, creativity, and technology. Joti leads Open Voice Network's (OVON) Industry Advisory Council to share her Conversational AI framework with the industry and is the co-founder of Women in Voice/WiV, New Jersey, US chapter.  Why this Episode?Are you curious about the explosive chatbot trend and how it's transforming businesses worldwide? Join us in this episode as we talk to Joti, a leading expert in conversational AI. This is a must-listen episode for anyone looking to stay ahead of the game in the world of AI and discover the important learnings that conversational AI can bring to their business and operational processes.

My guest on today's podcast is Carson, who goes by the name Captain CK. He is one of the bright young minds of Web3, who knows how to hustle and is determined to make his mark on the space. CK was introduced to me to help run our collaborations for InPeak and I found him very insightful. He is working on a number of projects of his own, which sound very promising and I thought it would be a good idea to get ask him more about them.   I hope you enjoy this conversation as much as I did.

Time Stamps(1:05) - Introduction to Somi and what it means to be a tech philosopher(7:07) - How Somi discovered blockchain technology, its value for society, and disrupting social networks(16:21) - The inspiration behind creating InPeak and how their NFTs/communities work(23:45) - How InPeak is evolving and what's coming next(27:01) - Lessons from interviewing over a hundred Web3 founders(32:21) - The mechanics and incentive structures of the InPeak NFTs(34:30) - Somi's take on the broader NFT market(38:15) - Somi's take on AI after years of research on the topic and what it means for humanity(43:08) - Closing thoughts from Somi and where to find InPeakFind Somi and InPeak:On Twitter = https://twitter.com/SomiArianOn LinkedIn = https://www.linkedin.com/in/somiarian/On Their Website = https://inpeak.xyz/ Find Neustreet:On our website = https://neustreet.com/On Twitter = https://twitter.com/realneustreetOn Instagram = https://www.instagram.com/realneustreetOn TikTok = https://www.tiktok.com/@neustreet

My guest on today's podcast is Raoul Pal, Co-Founder and CEO of Real Vision Group.  Recently, Raoul came on to the InPeak platform with Carly Reilly for one of her token-gated sessions available to OPJ holders.  Now that Real Vision is also using InPeak for their token-gated content, I got the chance to speak with Raoul himself. We covered two big topics, Web3 adoption of large banks and corporations and the future of tokenised communities, social media, and tokenised education. I hope you enjoy this conversation as much as I did. 

My guest on today's episode is Zeneca, the Founder & CEO of ZenAcademy. He is now also a holder of a small amount of equity in InPeak and is one of our fantastic educators on the platform. Zeneca has become a great friend to me and this is actually his second appearance on my podcast! We talked about NFT royalties, Zeneca's involvement with the Blur Marketplace and their approach to royalties. We also discussed the different solutions to revenue generation that Web3 businesses have, and what the future holds for creators, holders, and marketplaces.

Somi Arian, Founder/Managing Director at InPeak, joins me on the Innovation Storytellers podcast. Listen in as we discuss how this Web3 education platform is helping to prepare companies and individuals to participate in the ownership economy in the next generation of the internet.  On the other side of bringing innovation and disruption into a marketplace is digital hesitation and fear from many businesses. Somi shares how an over-saturated Web2 should encourage everyone to break through traditional barriers to seize opportunities and how blockchain technology enables decentralization and provides an exciting opportunity to disrupt big tech. Join Somi and me on a journey from Web1 to Web3 and beyond.  

117: In A Contrarian View of Technological Innovation, Somi Arian, founder of InPeak, joins host William Glass to discuss the future of human society. Somi describes herself as a tech philosopher and is passionate about the implications that technological innovation has on our society. Somi shares her views on the difficulties that technology will have on human society and how to rectify the challenges that technology will present on society. This episode is deep and a bit contrarian, enjoy! Follow the Silicon Alley podcast wherever you get your podcasts. __ Visit SiliconAlleyPodcast.com to become a guest and sign-up for the newsletter. Follow on: - Instagram: http://bit.ly/SIliconAlleyIG - LinkedIn: http://bit.ly/SiliconAlleyLI - YouTube: http://bit.ly/SiliconAlleyYouTube Our Sponsors: Ostrich provides a financial habit-building app that helps you build a strong financial foundation. When you first join Ostrich you'll receive your Ostrich financial health score that shows where you are today and how you compare to your peers. Get your Ostrich financial health score for free at https://www.getostrich.com Wicked Bold Chocolate is a vegan chocolate brand using just 3 natural ingredients in its chocolate. Delicious, natural and get 15% off using the promo code: SiliconAlley go to https://www.WickedBold.com About Somi Arian: Somi Arian began her journey with a passion for making science and technology more inclusive. In 2018 Somi released her multi-award-winning documentary, "The Millennial Disruption", featuring industry leaders from The Economist, Marie Claire, Bentley, JLR, and Gary Vaynerchuk, to name a few. The documentary was followed by Somi's book on the future of work, “Career Fear (and how to beat it), where she observed the severe lack of women in leadership in Business and Technology. So, she set out to do something about this. Somi launched FemPeak as a Think Tank for Women in Business and Technology in August 2020. With her "I have a Dream" video on LinkedIn. The Think Tank consisted of four big virtual conferences with thousands of attendees and close to a hundred panellists including the Managing Director of Marie Claire, CEO of Bentley Motors, and thought leaders from Google, Microsoft and Morgan Stanley. We wanted to know why women were absent in the top tier of business and Technology. https://www.somiarian.com/ https://inpeak.xyz/ Silicon Alley is a Financial Glass Production --- Send in a voice message: https://anchor.fm/silicon-alley/message

Rylan speaks with  the founder of Inpeak.xyz and tech philosopher Somi Arian about the elements of an organic community, as well as the importance of proper education in Web 3.0. 

My guest on today's podcast is one of the most influential people in the Crypto and NFT space right now. Gmoney is a Crypto-Native Entrepreneur and Investor, and the Creator of Admit One, a collection of 1000 NFTs that give you access to his Discord.  Following this interview G and I had a long conversation off the record about things that he is not yet ready to discuss publicly and all I can say is that he has BIG plans for Amit One and as a holder of one of his NFTs I'm super excited to be part of this journey.  He's also promised me that he will come back on the podcast to explain more about what he's doing in the fashion lifestyle area very soon.    Outline 00:00 Intro 01:00 How and why did you start Admit One? 05:20 Scrapping roadmaps & handling pressure as a creator in the NFT market 09:30 There aren't enough women in the NFT space 11:40 InPeak future plans  18:55 How do Web2 and Web3 subscriptions differ? 21:13 Why is gratitude important to you? 25:24 Goney's background  29:10 Where do NFTs get their value?  33:41 If you could start over with $100 only, where would you choose to do so?  39:00 How fast did you have to upgrade your tech skills? 41:53 When will your next big project come to fruition?  43:51 Last words to people starting in this space 45:22 Outro

Eric talks with Somi Arian the founder of InPeak. In this episode, they'll about a few of the projects she is part of including InPeak and Femspeak. They'll also discuss the importance of diversifying the crypto space and how we can all help this effort. Listen in to learn more about Somi and what she and her projects are striving for! Youtube-https://www.youtube.com/watch?v=OGtQrJd98GI Twitter-https://twitter.com/SomiArian | https://twitter.com/inpeakxyz Website- https://www.inpeak.xyz/

Our guest on today's podcast is Carly Reilly, the host of a brilliant podcast called Overpriced JPEGs. If you're a member of InPeak, you've probably heard me mention Carly and her show. She's the reason why I discovered a number of top NFT projects including Moonbirds! In addition to that, Carly also worked on Andrew Yang's campaign during his time as a presidential candidate. So we both have that background in politics in common too.  Carly has a very deep understanding of all things IP and branding which makes her show so rich with knowledge.  I really enjoyed this conversation and I'm sure you will too.   Outline ⤵️ 00:00 Intro 02:24 Did you know that Overpriced JPEGs would have such a big impact?  03:25 What do you see in NFTs from a business perspective? 07:36 Businesses who label themselves as blockchain for profit  10:06 Is facebook's (meta's) metaverse a Web3? 14:18 Building audiences on multiple platforms 18:22 Carly's background in politics and transition into Web 3 26:46 Why do female-led NFT projects have a harder time taking off? 35:55 Engineering social change through NFTs  38:12 Carly's future plans   Sponsor of this episode

This week we feature Somi Arian, the CEO and Founder of InPeak. InPeak is a Web3 Education Platform, where they prepare companies and individuals to participate in the ownership economy in the next generation of the internet. InPeak is led by women and inclusive to everyone ready to take charge of the new emerging world order being defined by technology.

Our guest on today's podcast is Justin Mezzell, one of the most credible leaders in the NFT community. He is the Co-Founder of Proof and Moonbirds and the creative mind behind the Moonbirds NFT collection. Previously to Moonbirds, he also Co-Founded and continues to run a project on Solana called Grim Syndicate. Justin and I touched upon a number of different topics around NFTs, building new cultures, and most importantly we discussed why women-led NFT projects seem to have a relatively harder time taking off. I shared my ideas with him on how I plan to build allyship between men, women and people of other diverse backgrounds to build an inclusive business model.  I hope you will find this episode as insightful and enjoyable as I did.    Outline ⤵️ 00:00 Intro 03:42 Justin's journey into the NFT space 08:10 How could the NFT space incentivise other areas such as science, maths etc? 15:03 About the InPeak platform and web3 18:19 Somi's 2 NFT drops of allies 25:55 How do NFTs give us the opportunity to build a new culture 28:30 Differences in NFT design for women and men 33:39 NFTs as a business idea 39:04 Moonbirds day to day 42:31 How do Moonbirds compare to other blue chips in this space? 51:49 Justin on skulls and music   Sponsor of this episode

Tech philosopher and entrepreneur Somi Arian envisions a society that is free from the shackles of tech companies like Meta and Google. Her advocacy is to uphold human integrity by allowing individuals to own their data. While studying political philosophy at the University of St Andrews in Scotland, Somi expressed her political grievances through music, as the singer in a death metal band. “The interest in heavy metal music is an indication I'm an anarchist at heart …I've always been against governments, I've always been against authority of any sort,” she says. When Somi first learnt about blockchain in 2017, she says she knew in an instant that the technology would disrupt Amazon, Facebook, Google and the likes. For her part, the decentralization aspect of blockchain is the solution to data-ownership issues. As she explains, “blockchain technology is really interesting because of the possibility of self-organization …minimizing the impact of governments.”Apart from speaking in international events, in 2018 Somi released an award-winning documentary called The Millennial Disruption which discusses how digital natives are changing ecommerce. She's dedicated most of her work in educating people to issues concerning technology and its impact. As she explains, “the type of life that I'm inviting people to live is going against the grain of how you are being programmed by Meta and by the governments.” On this episode of CoinGeek Conversations, Somi is keen to point out to Charles Miller how countries like China disadvantage their people through the government and the corporations working together:“we have now got a problem of nation state and then we have the problem of the corporate state, they're both as bad as each other, so I don't necessarily think that nation state is our guard against the corporate state and vice versa.”In her view, decentralization is a hedge against the system and she is adamant about educating people about it. She wants people to realize that that CBDCs are not the type of cryptocurrency that are decentralized, nor are the tech giants. If people understand this, they can extract themselves from these systems. Somi's company, InPeak, aims to educate individuals about the ownership economy in the next generation of the internet. “In” stands for ‘inspire', ‘in this together' and ‘inclusive'. The company offers its customers a subscription service that primarily educates individuals about bitcoin and blockchain. Soon, the company will offer an NFT option for membership.  As for the benefits of doing business in Web3, Somi explains that unlike Web 2.0, Web3 allows anyone to own their content and get paid directly without going through third parties such as banks.  Somi spoke at a panel discussion at the BSV Global Blockchain Convention in Dubai where she made a keen observation about Apple and Ethereum. She says, “if Ethereum is like Apple, there's room for a Microsoft and it is yet to be determined who is going to be that Microsoft… so maybe BSV could fill that gap.”     

Thanks for listening to another episode of The Women's Fittest Podcast! This is Chick Chat Brooke, Kira, Melissa, and myself are talking everything contest prep! This is episode #99 Topics covered:Our individual personal first time experiences competing Managing fatigue on prepAvoiding succumbing to cravings when you have a sweet toothFeeling like you're good enough every time you look at your competition Feeling confident and natural with posing How far out do you start prepWhat's your favorite division and is it the one you compete inPeak week strategy and manipulating water/salt/carbs etc Managing post show weight gainHow to manage or mitigate post-show blues  Our best advice for contest prep newbies if you're ready or if you should do a show Lots of tips on posing, what suit to get, hair, makeup etc Comically ending on discussing Tanning and peeing and other things we'd never expected on show day Mentions:@melissabrodsky@walkerbrooke@buffcake22@thewomensfittest(Kira was hacked but she'll be on ASAP) Join The Women's Fittest private Facebook group: https://www.facebook.com/groups/3157219821269373/Sign up for my newsletter: http://eepurl.com/b6uPd5Check out my Amazon link to shop what I shop! This is a paid link and I thank you if you chose to purchase through it. I can earn money for qualifying purchases! https://www.amazon.com/shop/buffcake22Email Debra: buffcake22@gmail.com Find all these links and more at Debra's linktree: https://linktr.ee/Buffcake22Subscribe to The Women's Fittest podcast as new episodes drop every Monday and throughout the week. Your reviews are appreciated and truly matter! Thank you in advance for your efforts towards the growth of The Women's Fittest podcast. Also find many of these episodes in video form on my YouTube: Buffcake22!

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，3500万投资者在线交流，一起探索投资的智慧，听众朋友们大家好，我是主播匪石-34，今天分享的稿件名字叫做从公募基金的持仓动态来思考我们的投资方向，来自于inPeak。 2020年已经结束了快一个月了，公募基金的持仓情况陆陆续续都浮出水面。在那个时候，不管是我们的分析判断，还是猜测推断，在这些数据公布后，很多逻辑就可以自洽了。比如说为什么核心资产会持续上涨，并且有些公司股票的估值已经非常高了？为什么会被一些投资者认为现在是“股灾式牛市”？ 但一切揭开面纱之后，似乎这些都是能说的过去的。只是对于我们自己做投资来说，要善于从中去发掘一些趋势、一些规律，并对自己的投资起到一定的指导作用，从中去找到我们自己一些投资方向。 从公募基金在去年第四季度的持仓情况来看，贵州茅台和五粮液仍是第一、第二大仓位的股票，源源不断的资金涌入导致白酒板块调整并不激烈，尤其是高端白酒，几乎没怎么调整，之前我还在跟朋友讨论，说茅台跌到1800，我就去买几手。目前看来，近期是有点难达到这个水平。美的集团、宁德时代、中国中免、中国平安、泸州老窖、隆基股份、迈瑞医疗、立讯精密这8只囊括了第3-10名，其中就有一些被大家称之为“抱团股”，不过这些公司也都是国内各行各业最优秀的公司。 让我比较奇怪的是，比亚迪居然不在持仓市值前30名，而且第四季度增持的前30名和减持的前30名，都没有比亚迪的身影。难道比亚迪去年那波逆天的上涨，公募基金一点功劳也没有？那未来只能是去看私募基金的持仓之后才能解惑了。 公募基金在2020年第四季度也有些换仓的动作，第四季度增持最多的股票有京东方A、分众传媒、海康威视、荣盛石化、东方财富、兴业银行、中国平安、美的集团、宁波银行、招商银行。 从这个数据中，我们也能看出一些端倪，银行板块成为去年第四季度公募基金加仓最猛的板块，基本上表现比较好的几家股份制银行都获得公募基金的增持。显示面板行业发展趋势一定程度上得到了市场的认可，公募基金疯狂加仓龙头京东方A（虽然我本人更愿意买TCL科技），京东方A稳居加仓第一名。 与此同时，公募基金在一些板块和个股里，开始撤离。2020年第四季度，公募基金减持排名前十名是中国广核、永辉超市、TCL科技、歌尔股份、南极电商、立讯精密、领益智造、光线传媒、太阳纸业、三安光电。 从公募基金的持仓情况来看，我个人来看，有几点启发： 第一、核心资产仍是主要配置，我们看到去年第四季度的持仓市值前十名，都是国内各行各业的龙头；而持仓前30名基本上也是各领域的优质公司。这对于我们投资选股还是有很大启发的。 第二、从减持的股票来看，有些是逻辑性的减持，有些是策略性的。比说减持南极电商，这家公司在近期出现暴跌，主要是深陷财务造假的质疑，这件事没有水落石出之前，我们还是敬而远之。另外像减持TCL科技，它与京东方A同属显示面板板块，京东方A成为加仓最大的股票，而TCL科技却遭到公募基金的减持，我认为这更多是一种策略性的选择，TCL科技去年整体涨幅要远远高于京东方A。所以我们自己做投资的时候不能轻易跟风，如果是逻辑性，我们一定要果断放弃，如果是策略性，可以边走边看。 第三、真正值得长期投资是少数板块和少数公司，我们发现周期性板块是调仓最频繁的板块，而目前来看，高端白酒、生物医药等板块仍是公募基金长期钟爱的板块. 作者：inPeak链接：https://xueqiu.com/7954169295/169671264来源：雪球著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，3500万投资者在线交流，一起探索投资的智慧，听众朋友们大家好，我是主播匪石-34，今天分享的稿件名字叫做从公募基金的持仓动态来思考我们的投资方向，来自于inPeak。 2020年已经结束了快一个月了，公募基金的持仓情况陆陆续续都浮出水面。在那个时候，不管是我们的分析判断，还是猜测推断，在这些数据公布后，很多逻辑就可以自洽了。比如说为什么核心资产会持续上涨，并且有些公司股票的估值已经非常高了？为什么会被一些投资者认为现在是“股灾式牛市”？ 但一切揭开面纱之后，似乎这些都是能说的过去的。只是对于我们自己做投资来说，要善于从中去发掘一些趋势、一些规律，并对自己的投资起到一定的指导作用，从中去找到我们自己一些投资方向。 从公募基金在去年第四季度的持仓情况来看，贵州茅台和五粮液仍是第一、第二大仓位的股票，源源不断的资金涌入导致白酒板块调整并不激烈，尤其是高端白酒，几乎没怎么调整，之前我还在跟朋友讨论，说茅台跌到1800，我就去买几手。目前看来，近期是有点难达到这个水平。美的集团、宁德时代、中国中免、中国平安、泸州老窖、隆基股份、迈瑞医疗、立讯精密这8只囊括了第3-10名，其中就有一些被大家称之为“抱团股”，不过这些公司也都是国内各行各业最优秀的公司。 让我比较奇怪的是，比亚迪居然不在持仓市值前30名，而且第四季度增持的前30名和减持的前30名，都没有比亚迪的身影。难道比亚迪去年那波逆天的上涨，公募基金一点功劳也没有？那未来只能是去看私募基金的持仓之后才能解惑了。 公募基金在2020年第四季度也有些换仓的动作，第四季度增持最多的股票有京东方A、分众传媒、海康威视、荣盛石化、东方财富、兴业银行、中国平安、美的集团、宁波银行、招商银行。 从这个数据中，我们也能看出一些端倪，银行板块成为去年第四季度公募基金加仓最猛的板块，基本上表现比较好的几家股份制银行都获得公募基金的增持。显示面板行业发展趋势一定程度上得到了市场的认可，公募基金疯狂加仓龙头京东方A（虽然我本人更愿意买TCL科技），京东方A稳居加仓第一名。 与此同时，公募基金在一些板块和个股里，开始撤离。2020年第四季度，公募基金减持排名前十名是中国广核、永辉超市、TCL科技、歌尔股份、南极电商、立讯精密、领益智造、光线传媒、太阳纸业、三安光电。 从公募基金的持仓情况来看，我个人来看，有几点启发： 第一、核心资产仍是主要配置，我们看到去年第四季度的持仓市值前十名，都是国内各行各业的龙头；而持仓前30名基本上也是各领域的优质公司。这对于我们投资选股还是有很大启发的。 第二、从减持的股票来看，有些是逻辑性的减持，有些是策略性的。比说减持南极电商，这家公司在近期出现暴跌，主要是深陷财务造假的质疑，这件事没有水落石出之前，我们还是敬而远之。另外像减持TCL科技，它与京东方A同属显示面板板块，京东方A成为加仓最大的股票，而TCL科技却遭到公募基金的减持，我认为这更多是一种策略性的选择，TCL科技去年整体涨幅要远远高于京东方A。所以我们自己做投资的时候不能轻易跟风，如果是逻辑性，我们一定要果断放弃，如果是策略性，可以边走边看。 第三、真正值得长期投资是少数板块和少数公司，我们发现周期性板块是调仓最频繁的板块，而目前来看，高端白酒、生物医药等板块仍是公募基金长期钟爱的板块. 作者：inPeak链接：https://xueqiu.com/7954169295/169671264来源：雪球著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，3500万投资者在线交流，一起探索投资的智慧，听众朋友们大家好，我是主播匪石-34，今天分享的稿件名字叫做从公募基金的持仓动态来思考我们的投资方向，来自于inPeak。 2020年已经结束了快一个月了，公募基金的持仓情况陆陆续续都浮出水面。在那个时候，不管是我们的分析判断，还是猜测推断，在这些数据公布后，很多逻辑就可以自洽了。比如说为什么核心资产会持续上涨，并且有些公司股票的估值已经非常高了？为什么会被一些投资者认为现在是“股灾式牛市”？ 但一切揭开面纱之后，似乎这些都是能说的过去的。只是对于我们自己做投资来说，要善于从中去发掘一些趋势、一些规律，并对自己的投资起到一定的指导作用，从中去找到我们自己一些投资方向。 从公募基金在去年第四季度的持仓情况来看，贵州茅台和五粮液仍是第一、第二大仓位的股票，源源不断的资金涌入导致白酒板块调整并不激烈，尤其是高端白酒，几乎没怎么调整，之前我还在跟朋友讨论，说茅台跌到1800，我就去买几手。目前看来，近期是有点难达到这个水平。美的集团、宁德时代、中国中免、中国平安、泸州老窖、隆基股份、迈瑞医疗、立讯精密这8只囊括了第3-10名，其中就有一些被大家称之为“抱团股”，不过这些公司也都是国内各行各业最优秀的公司。 让我比较奇怪的是，比亚迪居然不在持仓市值前30名，而且第四季度增持的前30名和减持的前30名，都没有比亚迪的身影。难道比亚迪去年那波逆天的上涨，公募基金一点功劳也没有？那未来只能是去看私募基金的持仓之后才能解惑了。 公募基金在2020年第四季度也有些换仓的动作，第四季度增持最多的股票有京东方A、分众传媒、海康威视、荣盛石化、东方财富、兴业银行、中国平安、美的集团、宁波银行、招商银行。 从这个数据中，我们也能看出一些端倪，银行板块成为去年第四季度公募基金加仓最猛的板块，基本上表现比较好的几家股份制银行都获得公募基金的增持。显示面板行业发展趋势一定程度上得到了市场的认可，公募基金疯狂加仓龙头京东方A（虽然我本人更愿意买TCL科技），京东方A稳居加仓第一名。 与此同时，公募基金在一些板块和个股里，开始撤离。2020年第四季度，公募基金减持排名前十名是中国广核、永辉超市、TCL科技、歌尔股份、南极电商、立讯精密、领益智造、光线传媒、太阳纸业、三安光电。 从公募基金的持仓情况来看，我个人来看，有几点启发： 第一、核心资产仍是主要配置，我们看到去年第四季度的持仓市值前十名，都是国内各行各业的龙头；而持仓前30名基本上也是各领域的优质公司。这对于我们投资选股还是有很大启发的。 第二、从减持的股票来看，有些是逻辑性的减持，有些是策略性的。比说减持南极电商，这家公司在近期出现暴跌，主要是深陷财务造假的质疑，这件事没有水落石出之前，我们还是敬而远之。另外像减持TCL科技，它与京东方A同属显示面板板块，京东方A成为加仓最大的股票，而TCL科技却遭到公募基金的减持，我认为这更多是一种策略性的选择，TCL科技去年整体涨幅要远远高于京东方A。所以我们自己做投资的时候不能轻易跟风，如果是逻辑性，我们一定要果断放弃，如果是策略性，可以边走边看。 第三、真正值得长期投资是少数板块和少数公司，我们发现周期性板块是调仓最频繁的板块，而目前来看，高端白酒、生物医药等板块仍是公募基金长期钟爱的板块. 作者：inPeak链接：https://xueqiu.com/7954169295/169671264来源：雪球著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。