10年大宗“老兵”陈大鹏：在金银铜变局里，我为何拒绝“胜利者叙事”？

Core Insights - The article emphasizes the importance of learning from failures rather than just celebrating successes in the investment landscape [1][2] - It highlights the evolution of gold prices over the past decade, illustrating how market perceptions have changed significantly [2][3] - The discussion includes insights on the nature of market consensus and the dynamics of "short squeeze" situations, indicating that money often outweighs available goods [3][4] Course Content Overview - The upcoming course will cover five core modules, including the evolution of global resource pricing, the transformation of precious metal pricing, and new paradigms in non-ferrous metal pricing [10][11] - The course aims to provide a deep understanding of market dynamics, focusing on the shift from efficiency to strategic redundancy in resource pricing [11][15] - Participants will learn to construct frameworks for analyzing macroeconomic and geopolitical factors affecting resource nationalism and investment strategies [15][16] Instructor Background - The instructor, Chen Dapeng, has extensive experience in the mining industry and investment analysis, having worked with Zijin Mining and as a strategy analyst [1][13] - His background includes deep involvement in mergers and acquisitions within the mining sector, providing him with unique insights into the real asset trading landscape [13] - Chen has gained recognition in the financial community for his analytical contributions and participation in major industry events [13][14]