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Excess Returns

Tech Is the Cheapest Since 2022. Walmart Is 46 Times Earnings. Where Is the Bubble?

AI 要約 Market volatility and the structural evolution of modern financial markets challenge long-term investors, as high-frequency trading and algorithmic flows often decouple stock prices from fundamental business value. While current market conditions create anxiety, maintaining a…

  • The Warren Buffett Way
  • 100 Bagger
  • Nvidia

English要約 · 文字起こし

Bloomberg Television

White House CEA Chair Says Fed Rate Hike Is Premature

AI 要約 Persistent core inflation, which has remained above 0.3% for three consecutive months, reflects the delayed impact of high oil prices filtering through the economy via increased diesel and gasoline costs. While recent 24% drops in Brent crude suggest future relief, the Federal…

  • CPI (Consumer Price Index)
  • Core Inflation
  • Brent Crude

English要約 · 文字起こし

Bloomberg Podcasts

PIMCO's Tiffany Wilding Talks CPI, Rate Hike Debate | Bloomberg Talks

AI 要約 Persistent inflation and the Federal Reserve's potential policy response dominate the economic landscape as core goods and services prices show a broad-based acceleration. Tiffany Wilding, an economist at PIMCO, observes that higher energy, diesel, and shipping costs are…

  • CPI
  • 50 basis point hike
  • Chris Waller

English要約 · 文字起こし

Bloomberg Podcasts

The AI Economy Runs on Nvidia. Can It Survive the CEO’s Affair? | Big Take

AI 要約 Jensen Huang’s admission of an affair with a suspected Chinese spy, Alice Wong, creates significant instability for Nvidia and the broader AI industry. As the central figure driving the current AI boom, Huang’s lack of a formal succession plan and his deep personal involvement…

  • Nvidia
  • Jensen Wang
  • Megaspeed International

English要約 · 文字起こし

Bloomberg Podcasts

Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO | Bloomberg Intelligence

AI 要約 Anthropic’s upcoming IPO targets a $1.4 trillion fully diluted valuation, supported by a $26 billion private placement involving major technology firms and a strategic push to attract retail investors through upcoming high-profile livestreams. Simultaneously, Nvidia faces…

  • Anthropic
  • S-1 filing
  • IPO (Initial Public Offering)

English要約 · 文字起こし

Asia Society

Asia’s Choices with Kevin Rudd and Taro Kono | State of Asia 2026

AI 要約 Japan faces a precarious security environment defined by the dual challenge of an increasingly aggressive China and the unpredictable nature of American support. While the nation is boosting defense spending to 2% of GDP and pursuing a "Plan A Plus" strategy—maintaining reliance…

  • Senkaku Island
  • Diet
  • LDP

English要約 · 文字起こし

さらに新しいエピソード

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  1. 160. Rethinks: How to Communicate Your Gameplan

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    要約25 min
  2. 159. Earn Your Audience: You Can’t Lead If No One’s Listening

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    要約20 min
  3. 158. Hope for Cynics: Building Trusting Relationships through Communication

    Think Fast Talk Smart: Communication Techniques

    要約26 min
  4. Bonus: How to Manage Speaking Anxiety the Think Faster, Talk Smarter Way

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    要約20 min
  5. 161. Do Your Homework: Know What to Say by Knowing Who You’re Talking To

    Think Fast Talk Smart: Communication Techniques

    要約21 min
  6. 163. Is Your Audience Ignoring You? How Authenticity Creates Connection

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  7. 162. Unlock Career Opportunities: How to Make the Right Moves

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  8. 164. Rethinks: Using "Pre-suasion" to Influence Others

    Think Fast Talk Smart: Communication Techniques

    要約28 min
  9. 165. Building Your Personal Brand Makes a Promise: Are You Keeping It?

    Think Fast Talk Smart: Communication Techniques

    要約22 min
  10. 167. Hollywood Lessons For Successful Communication

    Think Fast Talk Smart: Communication Techniques

    要約22 min
  11. 166. Why Relying on Talent Alone Will Fail You

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  12. 169. Don't Be a ZQ: Make Your Conversations Count

    Think Fast Talk Smart: Communication Techniques

    要約24 min
  13. 168. How Story Can Change Everything in Your Career

    Think Fast Talk Smart: Communication Techniques

    要約24 min
  14. 171. Advice from Nontraditional Storytellers Part 2

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  15. 170. Advice from Nontraditional Storytellers Part 1

    Think Fast Talk Smart: Communication Techniques

    要約14 min
  16. Between the Lines: In Storytelling, Simplify to Amplify - Premium Sampler

    Think Fast Talk Smart: Communication Techniques

    要約17 min
  17. 172. Bring Mindfulness to Your Communication

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  18. 174. Fix Meetings: Transform Gatherings Into Meaningful Moments

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  19. 173. Rethinks: Surviving the Holidays

    Think Fast Talk Smart: Communication Techniques

    要約13 min
  20. Ask Matt Anything (AMA) 1: Trust, Paraphrasing, and Nonverbal Cues

    Think Fast Talk Smart: Communication Techniques

    要約15 min
  21. 175. Mastering Toasts and Tributes: Making Your Words Count

    Think Fast Talk Smart: Communication Techniques

    要約15 min
  22. 178. Navigating Chaos and Uncertainty: The Power of Transparency and Empathy

    Think Fast Talk Smart: Communication Techniques

    要約19 min
  23. 177. Don’t Resolve, Evolve: Top 10 Lessons For 2025

    Think Fast Talk Smart: Communication Techniques

    要約21 min
  24. 176. From Stereotypes to Synergy: Communicating Across Generations

    Think Fast Talk Smart: Communication Techniques

    要約18 min
  25. 185. Say Less, Mean More: Craft Compelling Communication

    Think Fast Talk Smart: Communication Techniques

    要約19 min
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