New episodes processed by Podwise, ready to search, skim and continue in the full app.
Read what each episode covers before you press play.
AI summary AI-driven data centers present both a significant threat and a transformative opportunity for the global electricity grid. While rapid growth in computing demand risks overwhelming local infrastructure, the actual number of operational projects will likely be far lower than…
EnglishSummary · Transcript
AI summary The current market environment is defined by a cascading sequence of degrossing as buy-side participants aggressively liquidate positions to correct factor exposure errors. This behavioral panic, driven by the desire to protect year-to-date returns, is amplifying fundamental…
EnglishSummary · Transcript
AI summary The October CPI report revealed hotter-than-expected inflation, with headline and core figures rising 0.4% and 0.3% respectively, marking three consecutive months of firm core data. This persistent inflation puts significant pressure on the Federal Reserve to implement a rate…
EnglishSummary · Transcript
AI summary The massive, unprecedented investment in artificial intelligence—currently exceeding 5% of GDP—signals a significant malinvestment bubble that threatens broader market stability. If this bubble bursts, AI stocks could plummet by 70%, potentially triggering a 40% decline in…
EnglishSummary · Transcript
AI summary The rapid evolution of frontier AI models, exemplified by the recent releases of Fable 5.2 and Gemini 4 Carbon, demonstrates that the pace of technological advancement is accelerating rather than plateauing. Performance on benchmarks like the Remote Labor Index has doubled every…
EnglishSummary · Transcript
AI summary AI represents a fundamental shift in the global economy, threatening to dismantle traditional capitalism in favor of "techno-feudalism," where value is extracted through rent-seeking rather than commodity production. While software-based AI services dominate current discourse,…
EnglishSummary · Transcript
Your Turn with Allison Aubrey
Heavyweight
Death of an Artist
Death of an Artist
fit4life | fitgirl weekly chat
The Indicator from Planet Money
Biotech Hangout
The Long Run with Luke Timmerman
The Long Run with Luke Timmerman
The Long Run with Luke Timmerman
Bloomberg Surveillance
Terms of Service with Clare Duffy
Terms of Service with Clare Duffy
Terms of Service with Clare Duffy
Terms of Service with Clare Duffy
Revisionist History
バイリンガルニュース (Bilingual News)
The Diary Of A CEO with Steven Bartlett
Global News Podcast
Follow your shows in Podwise and read each new episode before you decide to listen.
