Zum Inhalt springen

Wissen aus den neuesten Podcasts.

Neue, von Podwise verarbeitete Episoden, bereit zum Suchen, Überfliegen und Weiterhören in der App.

Gerade zusammengefasst

Lies, worum es in jeder Episode geht, bevor du auf Play drückst.

Goldman Sachs

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

KI-Zusammenfassung A hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations by forcing a re-evaluation of the Federal Reserve’s reaction function and introducing the possibility of 50-basis-point hikes. Muhammad Qubbaj, co-head of North American…

  • CPI (Consumer Price Index)
  • The Fed (Federal Reserve)
  • Basis Points

EnglishZusammenfassung · Transkript

Excess Returns

The Mag Seven Paid Out 90% of Earnings. Now It’s 28%. What Happens If AI Spending Slows?

KI-Zusammenfassung Market participants are currently navigating a transition where the AI-driven capital expenditure boom faces scrutiny, forcing a re-evaluation of financial models and valuations. While earnings growth remains robust, investors are increasingly cautious about paying for peak…

  • Magnificent Seven
  • CAPEX (Capital Expenditure)
  • Fed Model

EnglishZusammenfassung · Transkript

Bloomberg Television

Ed Morse Says Oil Can Drop to $50 a Barrel

KI-Zusammenfassung Global oil markets are experiencing a significant structural shift as the oil intensity of global GDP continues to decline, contrasting sharply with the 1970s energy crises when oil demand outpaced economic growth. Edward Morse, senior advisor at Hartree Partners and former…

  • Brent Crude
  • Hartree Partners
  • OPEC

EnglishZusammenfassung · Transkript

Bianco Research

Rational Dissent Episode 017. Leave the 25, Take the Cannoli

KI-Zusammenfassung The Federal Reserve faces a critical policy inflection point as sticky inflation data, with core CPI rising at a 3.75% annualized rate, forces a shift in market expectations toward further interest rate hikes. With the Fed Chair providing limited forward guidance, market…

  • CPI (Consumer Price Index)
  • Fed (Federal Reserve)
  • Basis points

EnglishZusammenfassung · Transkript

CNBC Television

Squawk Pod: Treasury Secretary Bessent: ‘F’ the Iranian leadership - 11/13/26 | Audio Only

KI-Zusammenfassung Nvidia CEO Jensen Huang’s sudden ouster has triggered a corporate and geopolitical crisis, marked by allegations of unauthorized chip sales to Chinese entities through shell companies like MegaSpeed. This scandal has intensified scrutiny on U.S. export controls, with Treasury…

  • The Nvidia Way
  • Blackwell
  • Operation Economic Outcast

EnglishZusammenfassung · Transkript

Eurodollar University

Commodity Markets Are Preparing for Something

KI-Zusammenfassung Copper prices are correcting from record highs, signaling that market optimism regarding an AI-driven commodity super cycle is fading. While supply-side factors—such as tariff-induced inventory hoarding in the U.S. and constrained production—remain significant, they are being…

  • Copper
  • Artificial Intelligence (AI)
  • Data Centers

EnglishZusammenfassung · Transkript

Weitere neue Episoden

Alle Englisch Chinesisch
  1. The Bond Market May Be the Stock Market's Biggest Risk

    Goldman Sachs

    Zusammenfassung
  2. The Bond Market Pain Isn't Over | Weekly Roundup

    Forward Guidance

    Zusammenfassung
  3. Rational Dissent Episode 010. Will the Bond Market End Humanity?

    Bianco Research

    Zusammenfassung
  4. Fed Hike, Consumers Tapped Out, & Credit Tightening — DiMartino Booth via the Julia LaRoche Show

    Danielle DiMartino Booth

    Zusammenfassung
  5. Clostridium Difficile - part 1

    Hospital and Internal Medicine Podcast

    Zusammenfassung14 min
  6. Clostridium Difficile - part 3

    Hospital and Internal Medicine Podcast

    Zusammenfassung13 min
  7. Clostridium Difficile - part 2

    Hospital and Internal Medicine Podcast

    Zusammenfassung11 min
  8. AI's World-Changing Breakthroughs, Bond Market Mayhem & US-China Power Moves | The Tom Bilyeu Show

    Tom Bilyeu's Impact Theory

    Zusammenfassung01:46:10
  9. Rivian CEO RJ Scaringe On Future EVs, Tesla, China & More | InsideEVs Podcast Ep38

    InsideEVs

    Zusammenfassung
  10. How to Hand Off Your Amazon PPC Without Blowing Up Your Brand

    The PPC Den: Amazon PPC Advertising Mastery

    Zusammenfassung00:41:24
  11. #226 Kidney Boy on Acute Kidney Injury: Myths & Musings - Tips and Tricks from Joel Topf MD

    The Curbsiders Internal Medicine Podcast

    Zusammenfassung1 h 9 min
  12. #737.Liquid：蠕虫 302 个神经元，启发了另一种 AI 架构

    跨国串门儿计划

    Zusammenfassung58 min
  13. Vol. 175 GPT 6 Astra, Opus 5.5, Jev 诸模型混战

    枫言枫语

    Zusammenfassung1:24:50
  14. 周轶君对话裴淳华：不讨喜，是真正的力量

    山下声

    Zusammenfassung1 h 15 min
  15. Bluegrass virtuoso Billy Strings

    Fresh Air

    Zusammenfassung47 min
  16. Growing Your Career: How to ask for more — and get it | Alex Carter

    TED Business

    Zusammenfassung18:05
  17. Rapid new test transforms brain tumour diagnosis

    Global News Podcast

    Zusammenfassung26 min
  18. Davos 2026: Conversation with Jamie Dimon, Chairman and CEO of JPMorgan Chase

    Meet The Leader

    Zusammenfassung31:16
  19. New York, 1 Year Later

    Eat Your Crust

    Zusammenfassung41 min
  20. 游荡波兰 音乐篇

    日谈公园

    Zusammenfassung1:28:11
  21. I thought I was lazy. Turns out I had a sleep disorder | Lindsay Scola

    TED Talks Daily

    Zusammenfassung11:31
  22. Satya Nadella on Microsoft’s agent bet and AI’s trust problem

    Sources Podcast

    Zusammenfassung
  23. 217. Bread and Roses, and Coffee

    The Allusionist

    Zusammenfassung00:37:24
  24. 游荡波兰 文学篇

    日谈公园

    Zusammenfassung1:33:45
  25. Acute Coronary Syndrome

    CorConsult Rx: Evidence-Based Medicine and Pharmacy

    Zusammenfassung39:52
Podwise

Zusammenfassungen für jede neue Episode.

Folge deinen Sendungen in Podwise und lies jede neue Episode, bevor du entscheidest, sie zu hören.

Kostenlos starten Mehr in Podwise