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The Peel with Turner Novak11月12日

The COO Playbook | Emilie Choi, Coinbase

AI 要約 Scaling startups requires implementing structured decision-making frameworks like RAPID—Recommend, Agree, Perform, Input, Decide—from the outset to avoid bottlenecks during rapid growth. Coinbase maintains operational efficiency by prioritizing "talent density," requiring clear,…

RAPID
DRI
Agentic Finance

01:30:01English要約 · 文字起こし

Decoder with Nilay Patel11月12日

Jensen Huang is out. What did China want from him?

AI 要約 The resignation of Nvidia CEO Jensen Huang amid a scandal involving an alleged Chinese spy and the firm Megaspeed highlights deep vulnerabilities in the US-China AI power struggle. This situation raises critical questions about whether Chinese intelligence sought to influence US…

Nvidia
Jensen Huang
CUDA

42 minEnglish要約 · 文字起こし

Squawk on the Street4月29日

SOTS 2nd Hour: Bill Ackman LIVE, Another Semis Surge, & Today's Earnings To Watch 4/29/26

AI 要約 Pershing Square CEO Bill Ackman launched Pershing Square USA, a closed-end fund designed to democratize access to his firm’s investment strategy for retail investors. This debut coincides with significant market developments, including the Senate Banking Committee’s advancement…

Closed-end fund
IPO
REIT

00:43:37English要約 · 文字起こし

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…