Podwise が処理した新着エピソード。検索、閲覧し、アプリで続きを読めます。
再生する前に、各エピソードの内容を読めます。
AI 要約 The 2027 US midterm election results signal a shift in the legislative landscape, with a Democratic majority in Congress poised to challenge executive overreach while navigating persistent economic and geopolitical pressures. Macroeconomic policy faces long-term fiscal erosion,…
English要約 · 文字起こし
AI 要約 The recent US midterm elections functioned as a geopolitical and geoeconomic referendum, primarily driven by the war in Iran and the rapid, contentious evolution of artificial intelligence. Economic fallout from the conflict, specifically rising energy costs and damaged…
English要約 · 文字起こし
AI 要約 The United States faces a critical electricity shortfall as it attempts to re-industrialize for a post-globalized world, requiring a grid expansion of 50% to 100% to support new infrastructure and data centers. The current system is fragmented into three primary…
English要約 · 文字起こし
AI 要約 Uranium faces a persistent structural supply deficit, independent of the speculative AI and data center boom. While nuclear energy is currently misclassified by markets as an AI-related sector, the fundamental reality remains that existing reactor fleets and planned additions…
English要約 · 文字起こし
AI 要約 Nvidia CEO Jensen Huang has reportedly resigned following allegations of an affair with a Chinese spy, Alice Wang, who allegedly facilitated the illegal transfer of advanced processing units to China via a Singaporean front company. This "honeypot" operation represents a shift…
English要約 · 文字起こし
AI 要約 The forced resignation of NVIDIA CEO Jensen Huang following allegations of ties to Chinese espionage marks a critical turning point for the global AI sector and US national security. Huang’s departure creates significant leadership uncertainty at a firm central to Western AI…
English要約 · 文字起こし
Nomura – The Week Ahead
The Macro Trading Floor
Global Data Pod
The Art of Charm
Motley Fool Hidden Gems Investing
Bloomberg Television
Masters in Business
The Journal.
CNN-News18
Forward Guidance
Financial Review
Bloomberg Podcasts
Center for Strategic & International Studies
Macro Hive
Bloomberg Television
Hoover Institution
Eurodollar University
