播客VOL14 | 如何在波动中守住收益，一场和长跑十年的科技基金经理曹晋的对话

Core Insights - The article emphasizes the importance of maintaining calm and listening to experienced investors during times of market uncertainty, particularly in the context of global trade tensions and market volatility [2] - It highlights the significance of long-term relationships between fund managers and investors, advocating for patience and trust in fund managers during market fluctuations [3][4] Group 1: Market Context and Investor Sentiment - The current market is experiencing significant adjustments due to external factors such as tariff announcements, leading to investor anxiety and uncertainty [1] - The article references past market reactions to trade tensions, specifically the 2018 U.S.-China tariff disputes, where initial fears of a drastic decline in exports were proven to be exaggerated through thorough research and communication with frontline companies [2] Group 2: Fund Manager Insights - Fund manager Cao Jin, with extensive experience in navigating market cycles, shares insights on the importance of research and maintaining a grounded approach during market volatility [2] - Cao Jin expresses concern over investors who sell their holdings shortly after a fund recovers, suggesting that a longer holding period could yield significantly better returns [3] Group 3: Investment Strategies and Communication - The article discusses the "language" of communication between fund managers and investors, emphasizing that performance metrics (net asset value) are crucial for building trust [3][4] - It suggests that successful investing requires selecting the right fund manager, having the discipline to hold investments, and being willing to increase positions during downturns [8]