Le savoir des derniers podcasts.

De nouveaux épisodes traités par Podwise, prêts à chercher, parcourir et continuer dans l'app.

Tout juste résumés

Lisez ce que couvre chaque épisode avant de lancer la lecture.

Engineering with Rosie11 nov.

Will AI Data Centres Break the Grid?

Résumé IA AI-driven data centers present both a significant threat and a transformative opportunity for the global electricity grid. While rapid growth in computing demand risks overwhelming local infrastructure, the actual number of operational projects will likely be far lower than…

Gigawatt (GW)
IEA (International Energy Agency)
ERCOT (Electric Reliability Council of Texas)

EnglishRésumé · Transcription

42 Macro11 nov.

When and How Should Investors Buy the Dip?

Résumé IA The current market environment is defined by a cascading sequence of degrossing as buy-side participants aggressively liquidate positions to correct factor exposure errors. This behavioral panic, driven by the desire to protect year-to-date returns, is amplifying fundamental…

Degrossing
FOMO (Fear of Missing Out)
KISS

EnglishRésumé · Transcription

Simplify Asset Management11 nov.

Rates on the Run | Ep. 31 - November 2026

Résumé IA The October CPI report revealed hotter-than-expected inflation, with headline and core figures rising 0.4% and 0.3% respectively, marking three consecutive months of firm core data. This persistent inflation puts significant pressure on the Federal Reserve to implement a rate…

CPI (Consumer Price Index)
Federal Reserve (The Fed)
Dual Mandate

EnglishRésumé · Transcription

Wealthion11 nov.

Steve Hanke Warns: A Financial Crisis Could Send Stocks Down 40%

Résumé IA The massive, unprecedented investment in artificial intelligence—currently exceeding 5% of GDP—signals a significant malinvestment bubble that threatens broader market stability. If this bubble bursts, AI stocks could plummet by 70%, potentially triggering a 40% decline in…

Making Money Work
AI (Artificial Intelligence)
Austrian Economics

EnglishRésumé · Transcription

AI Explained10 nov.

Fable 5.2: The Self-Improvement Loop Keeps Loopin’ … (plus Gemini Carbon)

Résumé IA The rapid evolution of frontier AI models, exemplified by the recent releases of Fable 5.2 and Gemini 4 Carbon, demonstrates that the pace of technological advancement is accelerating rather than plateauing. Performance on benchmarks like the Remote Labor Index has doubled every…

Fable 5.2
System Card
Remote Labor Index

EnglishRésumé · Transcription

UnHerd11 nov.

The crash Europe wanted isn't coming - Yanis Varoufakis & Wolfgang Munchau | The Econoclasts

Résumé IA AI represents a fundamental shift in the global economy, threatening to dismantle traditional capitalism in favor of "techno-feudalism," where value is extracted through rent-seeking rather than commodity production. While software-based AI services dominate current discourse,…