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Squawk Pod11月3日

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

AI 要約 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

00:50:03English要約 · 文字起こし

Macro Voices11月12日

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 要約 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 minEnglish要約 · 文字起こし

At Any Rate11月12日

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

AI 要約 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 minEnglish要約 · 文字起こし

ZOE Science & Nutrition11月12日

How to lose weight without feeling hungry - the best method for fat loss without dieting and counting calories | Prof Giles Yeo & Dr Federica Amati

AI 要約 Weight gain is a complex biological process driven by hormonal signals and genetic predispositions rather than a lack of willpower or personal failure. Genetics influence how the brain regulates appetite, accounting for 40% to 70% of body weight, yet the modern food…

Heritability
Hedonic hunger
Homeostatic hunger

1 h 1 minEnglish要約 · 文字起こし

Huberman Lab11月12日

Essentials: How Emotions & Social Factors Impact Learning | Dr. Mary Helen Immordino-Yang

AI 要約 Human consciousness and learning emerge from a dynamic, interdependent dialogue between the brain and the body, where physiological survival mechanisms provide the substrate for high-level narrative construction. The ability to form "stories" organizes human experience, evolving…

Antonio Damasio
Jean Piaget
Great Expectations

39 minEnglish要約 · 文字起こし

Maggie Lake Talking Markets 11月12日

Episode 86: The Return of the Dollar. With Dale Pinkert

AI 要約 Market volatility has reached extreme levels, prompting a reassessment of the relationship between bonds, the dollar, and equity performance. Higher yields are increasingly perceived as bullish for stocks, signaling a paradigm shift where bonds return to their traditional role…