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 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…
EnglishSummary · Transcript
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…
EnglishSummary · Transcript
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,…
EnglishSummary · Transcript
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…
EnglishSummary · Transcript
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%…
EnglishSummary · Transcript
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…
EnglishSummary · Transcript
O Princípio da Incerteza
O Princípio da Incerteza
Creator Science with Jay Clouse
On Purpose with Jay Shetty
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Happiness Lab with Dr. Laurie Santos
The Indicator from Planet Money
Das Wissen | SWR
eCommerce MasterPlan
"The Cognitive Revolution"
The AI Daily Brief: Artificial Intelligence News and Analysis
Ecommerce Conversations
Contra-Corrente
經濟日報EDN
The DTC Insider
Essay und Diskurs
The Andrew Faris Podcast
The Diary Of A CEO with Steven Bartlett
Follow your shows in Podwise and read each new episode before you decide to listen.
