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第225期 BYD 白船事件

后互联网时代的乱弹

a16z Podcast: When Humanity Meets A.I.

Paul Krugman on UFOs, AI and Room Temperature Superconductors

Why Insurers Are Pulling Out of High-Risk Areas

Why the Degrowth Movement Is Having a Moment

Austan Goolsbee on the 'Golden Path' to a Soft Landing

The Fed's Tom Barkin On the Impact of Higher Interest Rates

Lots More with Gregory Brew

What's Been Happening With the Iranian Stock Market

Lina Khan Is Sending a Message to the Private Equity Industry

Magic the Gathering's Creator Wants to Create an Even Better Game

Why Private Credit's Been Booming Even as Interest Rates Go Up

Goldman's Jan Hatzius Believes the Hard Part Is Over

Lots More with Brad Setser

Another Part of Commercial Real Estate Is in For a Reckoning

China Made a Chip Breakthrough That Shocked the World

Why So Many People Got This Year's Economy Wrong

Attacks in the Red Sea Are Reconfiguring Global Trade Again

Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

The Moment That Boeing's Culture Started To Rot

US Oil Is Booming and It's Upending Global Markets

Lots More on China's Moves to Create a Dollar Alternative

The Anonymous Meme Account Chronicling Credit Market Craziness

Why the Short Volatility Trade Is Back and Bigger Than Ever

Mark Cabana on the Fed, QT and Treasury Funding

How Businesses Decide Exactly Where to Set Up Shop

Lots More on What Earnings Are Telling Us About Prices Now

Moderna's CFO on How to Allocate Capital in Big Pharma

Lots More on Why Japanese Stocks Are Surging

How the US Dollar Became an International Weapon of War

Why the UAE Is Pumping $35 Billion Into Egypt

The Economist Who Believes AI Will Be Great for the Middle Class

The Mega Corporations That Control What Americans Eat

Why Savita Subramanian Thinks Stocks Can Keep Going Higher

Why a Former Freight Broker Is Making a Major Bet on Mexico

Steve Eisman on the Three Big Macro Stories of Our Time

Introducing Money Stuff: The Podcast

Lots More on America's Electrical Components Crisis

Tractor Supply's CEO on How It Escaped the Post-Pandemic Curse

How The American Workforce Got Hooked on Adderall

How Electric Utilities Will Handle Booming AI Datacenter Demand

Richmond Fed President Tom Barkin On Getting Inflation Under Control

What AMLO's Legacy Means For Mexico's Upcoming Election

Here's Who's Winning the Global Fight for AI Talent

Josh Wolfe: The ChatGPT of Robotics is Coming

The Ultra Wealthy Have Their Own Separate World of Real Estate

Lots More on How CHIPS Act Money Got Awarded

Luis von Ahn Explains How Computers and Humans Learn From Each Other

Lots More With Brad Setser on the Yen, a New China Shock and Excavators

Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation

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