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Bianco Research

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

Resumen IA 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

EnglishResumen · Transcripción

CNBC Television

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

Resumen IA 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

EnglishResumen · Transcripción

Eurodollar University

Commodity Markets Are Preparing for Something

Resumen IA 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

EnglishResumen · Transcripción

Yahoo Finance

DoubleLine CEO: If Anthropic gets investment grade, investigate the agency | Invest 2026

Resumen IA Market stability is fracturing as the AI-driven optimism of early 2024 gives way to concerns over unsustainable debt and deteriorating credit quality. Jeffrey Gundlach, CEO of DoubleLine, highlights that AI-adjacent companies are receiving inflated investment-grade ratings,…

  • Wall-E
  • DoubleLine
  • Private Credit

EnglishResumen · Transcripción

Bloomberg Podcasts

Fed's Collins Talks Inflation Risks, Rate Policy, Housing, and AI

Resumen IA Inflation remains persistently high, exhibiting signs of broadening price pressures that necessitate further monetary policy tightening. While the direction of policy is clear, the specific magnitude and timing of future adjustments depend on incoming data and meeting-by-meeting…

  • PPI (Producer Price Index)
  • Fed (Federal Reserve)
  • CPI (Consumer Price Index)

EnglishResumen · Transcripción

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  2. Computer-Use Agents and the Future of the Agentic Internet

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  3. Flock is Just the Beginning: Inside the Era of AI-Powered Policing

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  4. From high school dropout to CEO, with Autodesk’s Andrew Anagnost

    Masters of Scale

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  5. How 9/11 Changed Comedy

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  7. TRAILER: Shire folk

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  8. (Preview) Astra (and AGI?) Arrives, Meta’s Muse and the Agent Opportunity, Anthropic and the Revival of (P)Doom Angst

    Sharp Tech with Ben Thompson

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  9. 20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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  11. Essentials: Genes & the Inheritance of Memories Across Generations | Dr. Oded Rechavi

    Huberman Lab

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  12. The Point of No Return: Connor Leahy on Stopping AI Before It's Too Late

    Tom Bilyeu's Impact Theory

    Resumen01:22:27
  13. Advice Line with Kip Tindell of The Container Store

    How I Built This with Guy Raz

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  14. How to jumpstart your child's financial future

    Life Kit

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  15. Is progress behind us, or is ‘plenty’ still possible?

    The McKinsey Podcast

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    6 Minute English

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    Hyperfixed

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  19. AI Agents Are Going Rogue. Should We Be Worried?

    More or Less

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  20. Episode 200: Max Richter

    Tetragrammaton with Rick Rubin

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  21. An Absolutely Horrific Patriots Loss, the Rams-49ers Travel Bowl, and Hottest Takes With Craig Horlbeck, Danny Heifetz, and Danny Kelly

    The Bill Simmons Podcast

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    Lenny's Podcast: Product | Career | Growth (private feed for popufig@gmail.com)

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    The Diary Of A CEO with Steven Bartlett

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