Episodios nuevos procesados por Podwise, listos para buscar, hojear y continuar en la app.
Lee de qué trata cada episodio antes de dar al play.
Resumen IA The Federal Reserve’s potential 50 basis point interest rate hike reflects a strategy driven by institutional self-preservation rather than economic stabilization. Recent volatility in the two-year Treasury yield, triggered by Christopher Waller’s hawkish remarks, highlights how…
EnglishResumen · Transcripción
Resumen IA Equities experienced a broad-based rally this week, with all 11 S&P sectors posting gains, led by energy and communication services. Despite this positive momentum, fixed income markets faced significant volatility as the two-year Treasury yield saw its largest weekly move since…
EnglishResumen · Transcripción
Resumen IA Geopolitical instability and its impact on global energy markets define the current economic landscape. The ongoing conflict between Iran and the West, alongside the war in Ukraine, creates significant friction in oil supply chains, keeping WTI prices in an equilibrium range of…
EnglishResumen · Transcripción
Resumen IA Market instability currently stems from a high-volatility, negative-gamma regime characterized by heavy institutional put positioning. Upcoming catalysts—including Nvidia’s earnings, the Anthropic IPO, and VIX expiration—are driving short-term uncertainty, preventing a clear…
EnglishResumen · Transcripción
Resumen IA Nvidia’s recent leadership crisis, triggered by the ousting of CEO Jensen Huang following personal scandals, highlights the critical "key man risk" inherent in the current AI-driven market. While the stock faces significant downward pressure and potential volatility, its…
EnglishResumen · Transcripción
Resumen IA Jensen Huang’s departure from NVIDIA creates profound uncertainty, forcing a reassessment of the company’s long-term strategic trajectory and "key man risk." Bernstein Research analyst Stacy Rasgon highlights that while NVIDIA’s near-term business fundamentals remain robust, the…
EnglishResumen · Transcripción
Alvarez & Marsal
The Sporkful
Oh God Now What
Bain & Company Insights
It's Been a Minute
20VC with Harry Stebbings
The Sam Sanders Show
The Wall Street Journal
Round Table China
stableminded - a stablecoin show
Top Founders
Jeremy Ethier
AI Engineer
Brian Windhorst & The Hoop Collective
Arlington Community Media Inc.
Stuff You Should Know
Masters of Scale
Zeihan on Geopolitics
Damped Spring
Respectful Parenting: Janet Lansbury Unruffled
Dwarkesh Podcast
Sigue tus programas en Podwise y lee cada episodio nuevo antes de decidir escucharlo.
