Aller au contenu

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.

Zeihan on Geopolitics

China's Power Vacuum Worsens || Peter Zeihan

Résumé IA Xi Jinping has consolidated absolute power following the recent Party Congress, transitioning China into a one-man dictatorship that mirrors the isolation of the Mao era. By systematically purging independent thinkers and institutional power brokers, Xi has hollowed out the…

  • Party Congress
  • Mao Zedong
  • Deng Xiaoping

EnglishRésumé · Transcription

Bloomberg Podcasts

The Perfect Storm That Clobbered Hedge Funds | Odd Lots

Résumé IA Hedge funds faced a historic period of underperformance in October as diverse strategies failed simultaneously, highlighting the systemic risks of crowded trades and high leverage. The industry’s reliance on "multi-strat" models, which were designed to provide uncorrelated…

  • Multi-strategy hedge funds
  • Gamma
  • CTA (Commodity Trading Advisor)

EnglishRésumé · Transcription

Crowded Market Report

Hot CPI Crashes Bonds! Is The Nvidia Dip A Trap?

Résumé IA The November 10th market session demonstrated unexpected resilience as equity markets, particularly the Nasdaq, rebounded from an initial sell-off triggered by stronger-than-expected CPI data. While bonds suffered their first significant decline in a month and the dollar…

  • CPI (Consumer Price Index)
  • Bonds
  • Nasdaq

EnglishRésumé · Transcription

DWS News

FULL EVENT: Scott Bessent Addresses US-China Trade Relations Ahead Of Crucial APEC Summit | AC14

Résumé IA The 60th anniversary celebration of the National Committee on U.S.-China Relations highlights the enduring necessity of bilateral dialogue amidst a period of strategic transition. U.S. Treasury Secretary Scott Bessent advocates for a policy of de-risking rather than decoupling,…

  • National Committee on U.S.-China Relations
  • Schwarzman Scholars
  • Track II Dialogue

EnglishRésumé · Transcription

Eurodollar University

You Won’t Believe What the Bond Market Just Did

Résumé IA The bond market is currently pricing in Federal Reserve policy risk rather than genuine economic expansion or sustained inflation. Despite recent payroll gains and core CPI surprises, the yield curve’s unique shape—steep at the front and flat at the back—indicates that market…

  • Federal Reserve (Fed)
  • Yield Curve
  • CPI (Consumer Price Index)

EnglishRésumé · Transcription

EPB Research

Stocks Are Pricier Than the 2000 Peak — Should You Worry?

Résumé IA High stock market valuations, currently exceeding dot-com bubble peaks at 34.2 times corporate profits, are poor predictors of imminent recessions. Historical data reveals that recessions began within a year only 11% of the time during high-valuation periods, compared to 17%…

  • Dot-com bubble
  • S&P 500
  • Shiller-CAPE ratio

EnglishRésumé · Transcription

Plus de nouveaux épisodes

Toutes Anglais Chinois
  1. Inside How Anthropic Is Building the Next Claude | Alex Albert

    Peter Yang

    Résumé35 min
  2. Automate Your Life with Claude Code in 40 Minutes | Moritz Kremb

    Peter Yang

    Résumé43 min
  3. Claude Fable 5 Is Finally Back: 5 Must-Try Use Cases Before July 12

    Peter Yang

    Résumé21 min
  4. How I Plan, Build, and Run Loops with Claude Code in 40 Minutes | Thariq Shihipar

    Peter Yang

    Résumé41 min
  5. How to Build Better AI Evals with Claude Code in 5 Steps | Shreya & Hamel

    Peter Yang

    Résumé54 min
  6. ALOHA's $200M Turnaround: Why Disciplined Growth Wins

    Taste Radio

    Résumé32:28
  7. China's Psychological Scars: The Personal Consequences of Political Repression

    Asia Society

    Résumé
  8. History, Dancers and...Ghosts? North Beach's Condor Club

    Bay Curious

    Résumé22 min
  9. Paris Burns as the Great Replacement Reaches Its Inevitable Conclusion

    The Tucker Carlson Show

    Résumé2 h 38 min
  10. Implications of the Escalating U.S.-Iran Conflict

    Asia Society

    Résumé1 h 4 min
  11. zkGolf: AI, Clean and Optimising ZK Circuits with zkSecurity

    Zero Knowledge

    Résumé1 h 12 min
  12. A Global Perspective on Asia's Next Decade: Conversation with Dr. Kevin Rudd AC and C. Raja Mohan

    Asia Society

    Résumé1 h 34 min
  13. Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

    All-In with Chamath, Jason, Sacks & Friedberg

    Résumé40 min
  14. Blitzy and Autonomous Software Development for Enterprise

    Software Engineering Daily

    Résumé51:03
  15. The revised rules of engineering management with Will Larson

    The Pragmatic Engineer

    Résumé1 h 56 min
  16. Presented by Stripe

    Stratechery

    Résumé00:07:05
  17. The Election That Will Define Israel’s Future

    The Daily

    Résumé00:33:52
  18. Rethink: Is the internet getting worse?

    Rethink

    Résumé29 min
  19. Democratic Surrogates Campaign, US & Israel Plan Iran Strikes, Tesla SpaceX Merger

    Up First from NPR

    Résumé12 min
  20. Episode 1 - Gareth Southgate: Lessons in Life, Leadership & Football

    The Amol Rajan Connection

    Résumé2 h 1 min
  21. Q&A with Gareth Southgate: Egos, young athletes and mental health

    The Amol Rajan Connection

    Résumé33 min
  22. Welcome to The Amol Rajan Connection

    The Amol Rajan Connection

    Résumé2 min
  23. It's a Bloodbath (EP. 487)

    Animal Spirits Podcast

    Résumé1 h 10 min
  24. Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI

    Excess Returns

    Résumé01:09:23
  25. Remembering Nims Purja: The Lessons We'll Never Forget

    The High Performance Podcast

    Résumé34:46
Podwise

Des résumés pour chaque nouvel épisode.

Suivez vos émissions dans Podwise et lisez chaque nouvel épisode avant de décider de l'écouter.

Commencer gratuitement En savoir plus dans Podwise