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.

David Lin

Brutal 2027: How The Next Financial Crisis Starts

KI-Zusammenfassung Macroeconomic headwinds and structural market fragility define the current financial landscape, driven by a combination of persistent inflationary pressures, shifting policy incentives, and unsustainable debt-funded capital expenditure. Cem Karson, founder of Kai Asset…

  • Hyperscalers
  • Capex
  • CPI

EnglishZusammenfassung · Transkript

Kitco NEWS

Why Gold Is Falling While Central Banks Keep Buying | World Gold Council’s Joe Cavatoni

KI-Zusammenfassung Gold market dynamics are shifting as investors navigate volatile risk assets, rising interest rates, and geopolitical uncertainty. Joe Cavatoni, senior market strategist at the World Gold Council, highlights that while Western retail investment in gold has slowed, central bank…

  • NVIDIA
  • World Gold Council
  • Safe Haven

EnglishZusammenfassung · Transkript

Excess Returns

An AI Bubble Could Hit Stocks. Inflation Could Hit Bonds. How Do You Diversify and Keep Both?

KI-Zusammenfassung The "End of Either Or" philosophy in portfolio construction challenges the traditional constraint of choosing between core assets and diversifiers. By utilizing return stacking, investors can maintain exposure to core equities and bonds while layering on uncorrelated return…

  • Return Stacking
  • Cliff Asness
  • Managed Futures

EnglishZusammenfassung · Transkript

Eurodollar University

Baby Food Prices Just Revealed a Dark Truth About the U.S. Economy

KI-Zusammenfassung The current affordability crisis stems from a disconnect between stagnant household incomes and surging costs for essential goods like baby formula, energy, and housing. Rather than indicating a resilient economy, these price hikes trigger demand destruction, forcing families to…

  • Demand Destruction
  • Yield Curve
  • TIPS (Treasury Inflation-Protected Securities)

EnglishZusammenfassung · Transkript

Bloomberg Television

Ruchir Sharma on AI Bubble Risks, Opportunities in India

KI-Zusammenfassung The global economy faces significant risks as the AI-driven market bubble becomes increasingly fragile under the pressure of rising interest rates and massive fiscal deficits. The US economy currently relies heavily on the "wealth effect," where stock market gains fuel consumer…

  • AI bubble
  • CapEx
  • Wealth effect

EnglishZusammenfassung · Transkript

Council on Foreign Relations

The State of U.S. Economics with Fed's Vice Chair for Supervision Michelle Bowman

KI-Zusammenfassung Economic growth has gained momentum, yet persistent inflation necessitates a shift in monetary policy focus toward price stability. While labor markets have stabilized, inflationary pressures—exacerbated by geopolitical tensions in the Middle East and rapid AI-related capital…

  • FOMC
  • Basel III
  • PCE

EnglishZusammenfassung · Transkript

Weitere neue Episoden

  1. How to Actually Use HRV to Guide Your Training

    CTS Ultrarunning Podcast

    Zusammenfassung17 min
  2. Who Checks a Proof No Human Can Read? — Leo de Moura

    Machine Learning Street Talk (MLST)

    Zusammenfassung01:14:19
  3. Most Ultrarunners Aren't Eating Enough

    CTS Ultrarunning Podcast

    Zusammenfassung10 min
  4. Zusammenfassung19 min
  5. Zusammenfassung18 min
  6. From Math Olympiads to Navier-Stokes: How Fast Is AI Progressing? with Greg Burnham - #778

    The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

    Zusammenfassung1 h 8 min
  7. Zusammenfassung00:26:01
  8. Zusammenfassung00:23:24
  9. Zusammenfassung12 min
  10. Zusammenfassung20 min
  11. Zusammenfassung00:26:21
  12. Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John Lindquist

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Zusammenfassung46 min
  13. Zusammenfassung2 h 27 min
  14. OpenAI Dev Day 2026: The releases that actually matter

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Zusammenfassung24 min
  15. Zusammenfassung2 h 57 min
  16. What the Best Business AI Users Are Doing Different

    The AI Daily Brief: Artificial Intelligence News and Analysis

    Zusammenfassung00:22:53
  17. Zusammenfassung00:24:47
  18. Zusammenfassung19 min
  19. Zusammenfassung18 min
  20. Zusammenfassung22 min
  21. Zusammenfassung25 min
  22. How to Choose Your Personal AI Agent

    The AI Daily Brief: Artificial Intelligence News and Analysis

    Zusammenfassung00:24:31
  23. Zusammenfassung51 min
  24. Zusammenfassung00:24:42
  25. How OpenAI uses ChatGPT Sites (live at DevDay!) | Kath Korevec (Product Lead)

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Zusammenfassung36 min
Podwise

Zusammenfassungen für jede neue Episode.

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