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KOVA投研 EP03|实战答疑:从减仓纪律到光模块退潮,看穿机构轮动与微软的AI变现大考

KOVA投研 EP03|实战答疑:从减仓纪律到光模块退潮,看穿机构轮动与微软的AI变现大考

27 May 2026
27m
Kova投研
KOVA投研 EP02|诺基亚:绝地反击的 AI 基础设施隐秘赢家

KOVA投研 EP02|诺基亚:绝地反击的 AI 基础设施隐秘赢家

14 May 2026
5m
Kova投研
KOVA投研 EP01|Marvell:被市场低估的 AI 数据中心王牌

KOVA投研 EP01|Marvell:被市场低估的 AI 数据中心王牌

13 May 2026
8m
Kova投研
EP85 Mini MBA|营销管理:赚到你钱的人都做对了什么?

EP85 Mini MBA|营销管理:赚到你钱的人都做对了什么?

25 Jul 2026
3h 59m
纵横四海
FT Global Banking Summit: The private credit story - Competition or cooperation with finance?

FT Global Banking Summit: The private credit story - Competition or cooperation with finance?

18 Dec 2024
Alvarez & Marsal
Growth by Subtraction: How to Make Time for What Matters Most

Growth by Subtraction: How to Make Time for What Matters Most

27 Oct 2025
48m
Streamlined Solopreneur: Helping Overwhelmed Solo Business Owners Get Their Time Back
The Difference Between Email and Marketing Automation with Chris Davis

The Difference Between Email and Marketing Automation with Chris Davis

22 May 2023
1h 2m
Streamlined Solopreneur: Helping Overwhelmed Solo Business Owners Get Their Time Back
My Be Everywhere Strategy was an Incredible Failure (Which is Good)

My Be Everywhere Strategy was an Incredible Failure (Which is Good)

08 Apr 2024
26m
Streamlined Solopreneur: Helping Overwhelmed Solo Business Owners Get Their Time Back
E255 大征税时代:中国这次把手伸进了谁的口袋 | 透明茶室 • 分析线 | 社保 | 夯实率 | 土地出让金|金税四期

E255 大征税时代:中国这次把手伸进了谁的口袋 | 透明茶室 • 分析线 | 社保 | 夯实率 | 土地出让金|金税四期

18 Aug 2026
FearNation 世界苦茶
中国知识产权第一案,搞间谍、偷技术,富士康与比亚迪的十年纠葛【中国商业史26】上集

中国知识产权第一案,搞间谍、偷技术,富士康与比亚迪的十年纠葛【中国商业史26】上集

22 Apr 2021
15m
冲浪普拉斯
Who Killed The Florida Orange?

Who Killed The Florida Orange?

17 Aug 2026
47m
The Sporkful
Voting your morals

Voting your morals

15 Aug 2026
42m
Oh God Now What
The return of corporate strategy in banking

The return of corporate strategy in banking

23 Nov 2015
Bain & Company Insights
America is No Longer a Democracy, That’s Why I Immigrated Here | Tocqueville Explained

America is No Longer a Democracy, That’s Why I Immigrated Here | Tocqueville Explained

04 Jul 2026
1h 40m
Johnathan Bi
Are influencers in their flop era?

Are influencers in their flop era?

18 Aug 2026
30m
It's Been a Minute
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World

Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World

16 Feb 2026
1h 29m
20VC with Harry Stebbings
黃仁勳把GPU押給華爾街,華爾街把美元押給算力!顯卡竟是最爛押品?黃氏定律三年砍七成、CME算力期貨一紙對沖廢鐵變黃金!石油美元讓位算力美元、新錨自帶三大斷點,中共算力淪為計劃經濟配給品?

黃仁勳把GPU押給華爾街,華爾街把美元押給算力!顯卡竟是最爛押品?黃氏定律三年砍七成、CME算力期貨一紙對沖廢鐵變黃金!石油美元讓位算力美元、新錨自帶三大斷點,中共算力淪為計劃經濟配給品?

18 Aug 2026
一个狠人
Can Mamdani Save Broadway?

Can Mamdani Save Broadway?

18 Aug 2026
28m
The Sam Sanders Show
How the U.S. Space Force Is Actually Used in Wars Today | WSJ

How the U.S. Space Force Is Actually Used in Wars Today | WSJ

17 Aug 2026
The Wall Street Journal
The A.I.s Are Already Out of Control

The A.I.s Are Already Out of Control

18 Aug 2026
1h 11m
The Ezra Klein Show
《别学加拿大》:一个国家如何同时把所有事情都搞砸了

《别学加拿大》:一个国家如何同时把所有事情都搞砸了

13 Aug 2026
38m
魏知超啥书都读
Kids, chores, and why dad doesn't see the laundry

Kids, chores, and why dad doesn't see the laundry

18 Aug 2026
20m
Round Table China
Security Firewall for Agents — Ryan Dahl, Deno

Security Firewall for Agents — Ryan Dahl, Deno

17 Aug 2026
AI Engineer
How This Stablecoin Network Shares Treasury Yields With Partners (Global Dollar Network Explained)

How This Stablecoin Network Shares Treasury Yields With Partners (Global Dollar Network Explained)

15 Aug 2025
4m
stableminded - a stablecoin show
Claude Code 必學設定 Hooks,完整教學一次搞懂

Claude Code 必學設定 Hooks,完整教學一次搞懂

16 Aug 2026
Gary Chen
#679.对话情绪神经科学泰斗:情绪如何在大脑与身体中产生、消退,以及调节情绪的实用工具

#679.对话情绪神经科学泰斗:情绪如何在大脑与身体中产生、消退,以及调节情绪的实用工具

18 Aug 2026
2h 10m
跨国串门儿计划
Why Does Google Pay Him $2M A Year?

Why Does Google Pay Him $2M A Year?

18 Aug 2026
17m
Top Founders
How to ACTUALLY Lose Belly Fat (Based on Science)

How to ACTUALLY Lose Belly Fat (Based on Science)

23 Apr 2023
15m
Jeremy Ethier
Context Engineering in 2026 — Louis-François Bouchard, Omar Solano & Samridhi Vaid, Towards AI

Context Engineering in 2026 — Louis-François Bouchard, Omar Solano & Samridhi Vaid, Towards AI

17 Aug 2026
AI Engineer
NBA Eastern Conference Win Totals REACTION - STUNNING Over/Unders For 2026-27

NBA Eastern Conference Win Totals REACTION - STUNNING Over/Unders For 2026-27

18 Aug 2026
1h 15m
Brian Windhorst & The Hoop Collective
FIXING Opus 5: PROOF that Prompt Engineering IS NOT DEAD

FIXING Opus 5: PROOF that Prompt Engineering IS NOT DEAD

17 Aug 2026
IndyDevDan
MassRobotics: Joyce Sidopoulos

MassRobotics: Joyce Sidopoulos

28 Jul 2026
Arlington Community Media Inc.
日本經濟“睁眼睛了”?失去的30年、房價上漲與新的機會|錢的秘密 03

日本經濟“睁眼睛了”?失去的30年、房價上漲與新的機會|錢的秘密 03

13 Aug 2026
1h 1m
單向東京
Episode 225: 一袋一录

Episode 225: 一袋一录

18 Aug 2026
28m
迟早更新
Isn't It Ironic, Dontcha Think?

Isn't It Ironic, Dontcha Think?

18 Aug 2026
49m
Stuff You Should Know
What the jobs report isn't telling you about AI & the workforce, with Upwork’s Hayden Brown

What the jobs report isn't telling you about AI & the workforce, with Upwork’s Hayden Brown

18 Aug 2026
30m
Masters of Scale
錢的秘密 02|財富是如何形成的?從世界經濟格局到普通人的投資邏輯|劉軾聿

錢的秘密 02|財富是如何形成的?從世界經濟格局到普通人的投資邏輯|劉軾聿

10 Aug 2026
41m
單向東京
当AI进入平静期

当AI进入平静期

17 Aug 2026
huangyihe
Is This the End of U.S. Biofuels? || Peter Zeihan

Is This the End of U.S. Biofuels? || Peter Zeihan

17 Aug 2026
Zeihan on Geopolitics
The Trillion-Dollar AI Bill Is Coming Due and the Bond Market Knows It - Damped Spring Roundtable 6

The Trillion-Dollar AI Bill Is Coming Due and the Bond Market Knows It - Damped Spring Roundtable 6

17 Aug 2026
Damped Spring
Falling Rates. Rising Productivity. Are You Rooting for the Wrong Things?

Falling Rates. Rising Productivity. Are You Rooting for the Wrong Things?

17 Aug 2026
Excess Returns
Total Solar Eclipse From Space

Total Solar Eclipse From Space

17 Aug 2026
Veritasium
My Toddler Is Scared of Everything

My Toddler Is Scared of Everything

18 Aug 2026
32m
Respectful Parenting: Janet Lansbury Unruffled
Ryan Greenblatt – What happens once AI can automate AI research?

Ryan Greenblatt – What happens once AI can automate AI research?

11 Aug 2026
2h 12m
Dwarkesh Podcast
How to use Claude Code better than 99% of People

How to use Claude Code better than 99% of People

17 Aug 2026
48m
The Startup Ideas Podcast
Planned Episode 8/18/2026

Planned Episode 8/18/2026

18 Aug 2026
39m
Tom Bilyeu's Impact Theory
The Bone Wars

The Bone Wars

18 Aug 2026
44m
99% Invisible
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

18 Aug 2026
1h 16m
Invest Like the Best with Patrick O'Shaughnessy
Ethan Mollick: Stop Using AI Like Google — Use It as a Thinking Partner

Ethan Mollick: Stop Using AI Like Google — Use It as a Thinking Partner

18 Aug 2026
46m
Moonshots Podcast: Superstar mindsets and success habits
The Hearing That Changed Everything - with Elise Stefanik

The Hearing That Changed Everything - with Elise Stefanik

17 Aug 2026
38m
Call Me Back - with Dan Senor
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