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Bloomberg Podcasts

The Perfect Storm That Clobbered Hedge Funds | Odd Lots

AI summary Hedge funds faced a historic period of underperformance in October as diverse strategies failed simultaneously, highlighting the systemic risks of crowded trades and high leverage. The industry’s reliance on "multi-strat" models, which were designed to provide uncorrelated…

  • Multi-strategy hedge funds
  • Gamma
  • CTA (Commodity Trading Advisor)

EnglishSummary · Transcript

Crowded Market Report

Hot CPI Crashes Bonds! Is The Nvidia Dip A Trap?

AI summary The November 10th market session demonstrated unexpected resilience as equity markets, particularly the Nasdaq, rebounded from an initial sell-off triggered by stronger-than-expected CPI data. While bonds suffered their first significant decline in a month and the dollar…

  • CPI (Consumer Price Index)
  • Bonds
  • Nasdaq

EnglishSummary · Transcript

DWS News

FULL EVENT: Scott Bessent Addresses US-China Trade Relations Ahead Of Crucial APEC Summit | AC14

AI summary The 60th anniversary celebration of the National Committee on U.S.-China Relations highlights the enduring necessity of bilateral dialogue amidst a period of strategic transition. U.S. Treasury Secretary Scott Bessent advocates for a policy of de-risking rather than decoupling,…

  • National Committee on U.S.-China Relations
  • Schwarzman Scholars
  • Track II Dialogue

EnglishSummary · Transcript

Eurodollar University

You Won’t Believe What the Bond Market Just Did

AI summary The bond market is currently pricing in Federal Reserve policy risk rather than genuine economic expansion or sustained inflation. Despite recent payroll gains and core CPI surprises, the yield curve’s unique shape—steep at the front and flat at the back—indicates that market…

  • Federal Reserve (Fed)
  • Yield Curve
  • CPI (Consumer Price Index)

EnglishSummary · Transcript

EPB Research

Stocks Are Pricier Than the 2000 Peak — Should You Worry?

AI summary High stock market valuations, currently exceeding dot-com bubble peaks at 34.2 times corporate profits, are poor predictors of imminent recessions. Historical data reveals that recessions began within a year only 11% of the time during high-valuation periods, compared to 17%…

  • Dot-com bubble
  • S&P 500
  • Shiller-CAPE ratio

EnglishSummary · Transcript

Excess Returns

Tech Is Priced for a Boom. 86% of the Economy Grew 0.7%. What If AI Slows?

AI summary The U.S. economy faces an unprecedented bifurcation between a booming "new era" tech sector and a stagnant "old era" economy. While the tech and AI-driven sector accounts for 14% of GDP and continues to expand rapidly, the remaining 86% of the economy operates at recession-like…

  • New Era Economy
  • Old Era Economy
  • MAG 7

EnglishSummary · Transcript

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All English Chinese
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  6. Cem Karsan Says the Fed Is Just Putting On a Show, Here's the Endgame

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  13. Banks Are Starting To Panic...

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  14. Live - ECB Governing Council Press Conference - 29 October 2026

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  15. What Wall Street Really Thinks About the AI Trade Now | Odd Lots

    Bloomberg Podcasts

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  16. Managing CIO Greg Jensen Shares Our Global Outlook

    Bridgewater Associates

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  17. The History of Macroeconomics from Keynes to HANK Models with Greg Kaplan

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  18. Jeffrey Gundlach: Ready, Aim, Aim, Aim, Aim | CNBC

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  19. Taking on ServiceNow: Coding Agents for the Rest of Us with Serval Co-Founder and CEO Jake Stauch

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  20. MacroVoices #556 Luke Gromen: US Midterms & Beyond

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  21. 【国際欄 #19】世界で広がる子どものSNS規制の背景。「16歳以下」に根拠はない？（ゲスト：山口真一さん）

    News Connect あなたと経済をつなぐ5分間 #ニュースコネクト

    Summary00:32:52
  22. The Fed Doesn't Matter Anymore — Only AI & Korea!

    Crowded Market Report

    Summary
  23. 【文化欄 #18】未経験者ばかり。異色チームが作ったアニメ映画『我々は宇宙人』の裏側（ゲスト：林健太郎さん）

    News Connect あなたと経済をつなぐ5分間 #ニュースコネクト

    Summary00:40:23
  24. 【文化欄 #19】『三千円の使い方』はどう生まれた？“日常の影と光”を描く作品作り（ゲスト：原田ひ香さん）

    News Connect あなたと経済をつなぐ5分間 #ニュースコネクト

    Summary00:34:16
  25. 【国際欄 #18】NYマムダニ市長就任の背景。生活実感が政治に直結する街（ゲスト：佐久間裕美子さん）

    News Connect あなたと経済をつなぐ5分間 #ニュースコネクト

    Summary00:31:47
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