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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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  3. 169. Don't Be a ZQ: Make Your Conversations Count

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  5. 171. Advice from Nontraditional Storytellers Part 2

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  6. 170. Advice from Nontraditional Storytellers Part 1

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  7. Between the Lines: In Storytelling, Simplify to Amplify - Premium Sampler

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  8. 172. Bring Mindfulness to Your Communication

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  9. 174. Fix Meetings: Transform Gatherings Into Meaningful Moments

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  10. 173. Rethinks: Surviving the Holidays

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  11. Ask Matt Anything (AMA) 1: Trust, Paraphrasing, and Nonverbal Cues

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  12. 175. Mastering Toasts and Tributes: Making Your Words Count

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  13. 178. Navigating Chaos and Uncertainty: The Power of Transparency and Empathy

    Think Fast Talk Smart: Communication Techniques

    Summary19 min
  14. 177. Don’t Resolve, Evolve: Top 10 Lessons For 2025

    Think Fast Talk Smart: Communication Techniques

    Summary21 min
  15. 176. From Stereotypes to Synergy: Communicating Across Generations

    Think Fast Talk Smart: Communication Techniques

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  16. 185. Say Less, Mean More: Craft Compelling Communication

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  17. 184. Fit or Quit? Find the Job That is Right For You—Catalyze Your Career

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  18. 183. Rethinks: How Anxiety Can Fuel Better Communication

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  19. 187. Experimenting, Failing, and Finding Your Job Fit - Catalyze Your Career

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  20. 186. Own Your Impact: How to Communicate Your Personal Power

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  21. 189. Numbers Need Narrative: Use Data to Influence and Inspire

    Think Fast Talk Smart: Communication Techniques

    Summary20 min
  22. 188. Mind Reading 101: To Know What Your Audience Thinks, Just Ask

    Think Fast Talk Smart: Communication Techniques

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  23. 191. Memorable Messages: Choose Words That Capture Attention and Stay Remembered

    Think Fast Talk Smart: Communication Techniques

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  24. 190. Motivation Matters: How to Leverage What People Already Want

    Think Fast Talk Smart: Communication Techniques

    Summary24 min
  25. 193. Conquer Questions: ADDing Value To Your Answers

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    Summary11 min
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