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The Master Investor Podcast with Wilfred Frost

What 400 Years of Financial Manias Teach Us About Today | Edward Chancellor

AI summary Financial speculation functions as a recurring social phenomenon rather than a purely economic one, driven by cycles of cheap credit, technological displacement, and messianic leadership. Historical manias, from the 17th-century Tulip bubble to the recent AI-driven market,…

  • Devil Takes the Hindmost
  • Charles Kindleberger
  • South Sea Bubble

1 h 2 minEnglishSummary · Transcript

InvesTalk 講投資

【多元資產Talk】胡毅弘 Raphael (11/11/2026)

AI summary 美股市場正經歷從 AI 熱潮轉向常態化波動的關鍵轉折。NVIDIA 面臨嚴峻的企業管治挑戰、關鍵人物風險及潛在的監管調查，導致市場信心動搖。隨著 AI 泡沫逐漸破裂，投資者應警惕半導體板塊的週期性風險，並將資金配置轉向防禦性板塊，如消費必需品、醫療保健及仿製藥行業。數據中心建設受限於電力、水資源及勞動力等基建瓶頸，其他地區難以輕易取代美國的規模優勢。投資者需放棄單一依賴 GPU 相關概念的策略，轉而採取更分散、保守的馬拉松式資產配置，以應對未來經濟增速下滑及市場波動加劇的環境。

  • 輝達 (NVIDIA)
  • Anthropic
  • 黃仁勳

Traditional ChineseSummary · Transcript

Warriors Plus Minus: A show about the Golden State Warriors

Joe Lacob Talks Warriors & Valkyries | The TK Show

AI summary Joe Lacob, owner of the Golden State Warriors and the WNBA’s Golden State Valkyries, reflects on the Valkyries' recent championship victory and the organization's strategic approach to team building. Despite the team's success, Lacob emphasizes the necessity of annual…

  • Golden State Warriors
  • Valkyries
  • NBA

18 minEnglishSummary · Transcript

The Growth Podcast

How to Survive AI as a SaaS Company

AI summary SaaS companies survive the AI era by deepening domain expertise and establishing themselves as essential systems of record. Rather than competing with frontier models on horizontal capabilities, successful platforms like Webflow leverage deep context, governance, and compliance…

  • Webflow
  • Vibe coding
  • SaaS (Software as a Service)

1 h 7 minEnglishSummary · Transcript

The HC Commodities Podcast

China’s Most Powerful Tool: export controls with David Sher

AI summary China’s export controls on critical minerals and minor metals represent a calculated exercise of soft power, leveraging the country's dominance in midstream processing to influence global industrial supply chains. These controls function as a sophisticated mechanism for…

  • LME
  • Export Controls
  • Midstream

00:57:33EnglishSummary · Transcript

Respectful Parenting: Janet Lansbury Unruffled

Loud, Messy, Physical - What To Do When Kids Won't Stop Fighting

AI summary Sibling conflict serves as a vital, healthy mechanism for children to develop social skills and navigate complex relationships. Rather than viewing squabbles as problems to be erased, recognize them as necessary opportunities for growth. Maintaining a "neutral, neutral, neutral"…

  • Unruffled
  • Janet Lansbury
  • Magda Gerber

29 minEnglishSummary · Transcript

More new episodes

All English Chinese
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    Summary1 h 23 min
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    Level Up: Make No BS Career Breakthroughs

    Summary42 min
  4. The Business Case for Diverse Teams with Ethan Evans and Katrina Jones (Chief People Officer)

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    Summary1 h 22 min
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    #inajob の試しに録音してみた

    Summary00:35:12
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    Lenny's Podcast: Product | Career | Growth

    Summary59 min
  7. #84: Ethan Evans, Executive Mentor and Former Amazon VP — Managerial myths debunked, how to create a safety net for your career, and why everyone should write online

    From Start-Up to Grown-Up

    Summary51 min
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    Level Up: Make No BS Career Breakthroughs

    Summary57 min
  9. Ethan Evans talks with Sebastien Taveau about his book "The Delivery Man"

    Level Up: Make No BS Career Breakthroughs

    Summary1 h 1 min
  10. 35.学生思维

    产品经理十日谈

    Summary25:21
  11. Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

    Dwarkesh Podcast

    Summary1 h 43 min
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    ニュースの学校

    Summary15 min
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    Fiction Beast

    Summary20 min
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    Summary00:04:40
  17. Stanford CS229 Machine Learning | Spring 2026 | Lecture 20: GMM (EM), PCA

    Stanford Online

    Summary
  18. The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

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    Summary32 min
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    起朱楼宴宾客

    Summary00:52:27
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    Summary1 h 17 min
  21. Building Benchmark: Early Conviction & the Power of Partnership

    Cambridge Conversations

    Summary36:53
  22. The Health Interventions Actually Worth Your Time | Justin Mares

    The a16z Show

    Summary00:26:26
  23. Stanford CS229 Machine Learning | Spring 2026 | Lecture 14: Transformers, In-Context Learning

    Stanford Online

    Summary
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    大仁來開槓

    Summary1 h 21 min
  25. EP71｜你有沒有可能錯了？｜正二真的比期貨差嗎？

    大仁來開槓

    Summary1 h 25 min
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