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The Peel with Turner Novak

The COO Playbook | Emilie Choi, Coinbase

Résumé IA Scaling startups requires implementing structured decision-making frameworks like RAPID—Recommend, Agree, Perform, Input, Decide—from the outset to avoid bottlenecks during rapid growth. Coinbase maintains operational efficiency by prioritizing "talent density," requiring clear,…

  • RAPID
  • DRI
  • Agentic Finance

01:30:01EnglishRésumé · Transcription

Decoder with Nilay Patel

Jensen Huang is out. What did China want from him?

Résumé IA The resignation of Nvidia CEO Jensen Huang amid a scandal involving an alleged Chinese spy and the firm Megaspeed highlights deep vulnerabilities in the US-China AI power struggle. This situation raises critical questions about whether Chinese intelligence sought to influence US…

  • Nvidia
  • Jensen Huang
  • CUDA

42 minEnglishRésumé · Transcription

Squawk on the Street

SOTS 2nd Hour: Bill Ackman LIVE, Another Semis Surge, & Today's Earnings To Watch 4/29/26

Résumé IA Pershing Square CEO Bill Ackman launched Pershing Square USA, a closed-end fund designed to democratize access to his firm’s investment strategy for retail investors. This debut coincides with significant market developments, including the Senate Banking Committee’s advancement…

  • Closed-end fund
  • IPO
  • REIT

00:43:37EnglishRésumé · Transcription

Squawk Pod

Election Day with Bill Ackman & Rahm Emanuel 11/3/26

Résumé IA Election Day 2026 marks a pivotal moment for the balance of power in Congress, with Democrats aiming to retake the House and potentially the Senate. Rahm Emanuel emphasizes that regardless of the immediate electoral outcome, the party’s success in 2027 hinges on delivering…

  • Midterm Elections
  • Pershing Square
  • Fannie Mae and Freddie Mac

00:50:03EnglishRésumé · Transcription

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

Résumé IA Uranium faces a severe structural supply-demand deficit, independent of the artificial intelligence and data center boom. Despite the market's tendency to bundle nuclear energy with AI-related capital expenditure, the fundamental reality remains a persistent shortage of…

  • Uranium
  • Capex
  • Hyperscalers

1 h 5 minEnglishRésumé · Transcription

At Any Rate

EM Fixed Income: EM stays sturdy as the hawkish stars align

Résumé IA Emerging market (EM) fixed income assets demonstrate notable resilience despite significant volatility in equity markets and a hawkish shift in Federal Reserve policy. While rising U.S. real yields and persistent inflation expectations pressure global markets, declining energy…

  • Fed (Federal Reserve)
  • Emerging Markets (EM)
  • Hawkish

20 minEnglishRésumé · Transcription

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