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David Lin

Brutal 2027: How The Next Financial Crisis Starts

AI 要約 Macroeconomic headwinds and structural market fragility define the current financial landscape, driven by a combination of persistent inflationary pressures, shifting policy incentives, and unsustainable debt-funded capital expenditure. Cem Karson, founder of Kai Asset…

  • Hyperscalers
  • Capex
  • CPI

English要約 · 文字起こし

Kitco NEWS

Why Gold Is Falling While Central Banks Keep Buying | World Gold Council’s Joe Cavatoni

AI 要約 Gold market dynamics are shifting as investors navigate volatile risk assets, rising interest rates, and geopolitical uncertainty. Joe Cavatoni, senior market strategist at the World Gold Council, highlights that while Western retail investment in gold has slowed, central bank…

  • NVIDIA
  • World Gold Council
  • Safe Haven

English要約 · 文字起こし

Excess Returns

An AI Bubble Could Hit Stocks. Inflation Could Hit Bonds. How Do You Diversify and Keep Both?

AI 要約 The "End of Either Or" philosophy in portfolio construction challenges the traditional constraint of choosing between core assets and diversifiers. By utilizing return stacking, investors can maintain exposure to core equities and bonds while layering on uncorrelated return…

  • Return Stacking
  • Cliff Asness
  • Managed Futures

English要約 · 文字起こし

Eurodollar University

Baby Food Prices Just Revealed a Dark Truth About the U.S. Economy

AI 要約 The current affordability crisis stems from a disconnect between stagnant household incomes and surging costs for essential goods like baby formula, energy, and housing. Rather than indicating a resilient economy, these price hikes trigger demand destruction, forcing families to…

  • Demand Destruction
  • Yield Curve
  • TIPS (Treasury Inflation-Protected Securities)

English要約 · 文字起こし

Bloomberg Television

Ruchir Sharma on AI Bubble Risks, Opportunities in India

AI 要約 The global economy faces significant risks as the AI-driven market bubble becomes increasingly fragile under the pressure of rising interest rates and massive fiscal deficits. The US economy currently relies heavily on the "wealth effect," where stock market gains fuel consumer…

  • AI bubble
  • CapEx
  • Wealth effect

English要約 · 文字起こし

Council on Foreign Relations

The State of U.S. Economics with Fed's Vice Chair for Supervision Michelle Bowman

AI 要約 Economic growth has gained momentum, yet persistent inflation necessitates a shift in monetary policy focus toward price stability. While labor markets have stabilized, inflationary pressures—exacerbated by geopolitical tensions in the Middle East and rapid AI-related capital…

  • FOMC
  • Basel III
  • PCE

English要約 · 文字起こし

さらに新しいエピソード

すべて 英語 中国語
  1. Shopify’s AI Phase Transition: 2026 Usage Explosion, Unlimited Opus-4.6 Token Budget, Tangle, Tangent, SimGym — with Mikhail Parakhin, Shopify CTO

    Latent Space: The AI Engineer Podcast

    要約1 h 12 min
  2. The Autonomous Drone Tech Stack & Economics of Drones — Yaroslav Azhnyuk, The Fourth Law & Guest Host Noah Smith, Noahpinion

    Latent Space: The AI Engineer Podcast

    要約1 h 59 min
  3. 🔬Doing Vibe Physics — Alex Lupsasca, OpenAI

    Latent Space: The AI Engineer Podcast

    要約1 h 32 min
  4. Railway: The Agent-Native Cloud — Jake Cooper

    Latent Space: The AI Engineer Podcast

    要約1 h 29 min
  5. Why Read with the Tarot de Marseille

    The Art of Divination with Z. Mann Zilla

    要約29 min
  6. Why Video Agent models are next — Ethan He, xAI Grok Imagine

    Latent Space: The AI Engineer Podcast

    要約1 h 43 min
  7. Giving Agents Computers — Ivan Burazin, Daytona

    Latent Space: The AI Engineer Podcast

    要約1 h 10 min
  8. The Age of Async Agents — Cognition's Walden Yan & OpenInspect's Cole Murray

    Latent Space: The AI Engineer Podcast

    要約1 h 8 min
  9. 🔬ESM: The Bitter Lesson is Coming for Proteins - Alex Rives, BioHub

    Latent Space: The AI Engineer Podcast

    要約1 h 10 min
  10. GitHub's plan for Agents — Kyle Daigle, GitHub

    Latent Space: The AI Engineer Podcast

    要約1 h 23 min
  11. Reality: The Final Eval — Lukas Petersson and Axel Backlund of Andon Labs

    Latent Space: The AI Engineer Podcast

    要約1 h 16 min
  12. 🔬 The Self-Driving Lab — Joseph Krause, Radical AI

    Latent Space: The AI Engineer Podcast

    要約1 h 17 min
  13. The Professor of Outputmaxxing — Anjney Midha, AMP

    Latent Space: The AI Engineer Podcast

    要約59 min
  14. Red-Teaming after Mythos — Zico Kolter & Matt Fredrikson, Gray Swan

    Latent Space: The AI Engineer Podcast

    要約1 h 6 min
  15. 🔬 The Coolest Diffusion Research Isn't in LLMs — Evan Feinberg & Sergey Edunov, Genesis Molecular AI

    Latent Space: The AI Engineer Podcast

    要約1 h 49 min
  16. Why the Frontier Ecosystem must be Open — Matei Zaharia and Reynold Xin, Databricks

    Latent Space: The AI Engineer Podcast

    要約1 h 9 min
  17. AI Round-up: Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check

    Unsupervised Learning: With Jacob Effron

    要約1 h 17 min
  18. 🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences

    Latent Space: The AI Engineer Podcast

    要約1 h 41 min
  19. 🔬Causal Models Need Causal Data - Xaira’s X-Cell model for Drug Discovery (Bo Wang & Ci Chu, Chief Discovery Officer & Chief AI Scientist)

    Latent Space: The AI Engineer Podcast

    要約1 h 30 min
  20. China Expert: AI Race, Key Policy Decisions & Unpacking Geopolitical Chip Tension

    Unsupervised Learning: With Jacob Effron

    要約1 h 10 min
  21. 🔬The BioAI Phase Shift - Matthew McPartlon & Neil Patil, Chai Discovery

    Latent Space: The AI Engineer Podcast

    要約1 h 35 min
  22. Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

    Latent Space: The AI Engineer Podcast

    要約1 h 9 min
  23. Jev: System One models for Prod, not God — with Diogo Almeida, CEO, TypeSafe AI

    Latent Space: The AI Engineer Podcast

    要約2 h 21 min
  24. Simulation: the new Scaling Law — Joon Sung Park, Simile AI

    Latent Space: The AI Engineer Podcast

    要約1 h 10 min
  25. 🔬“We have foundation models for language, not for physics” — Anima Anandkumar, Bren Professor of Computing

    Latent Space: The AI Engineer Podcast

    要約1 h 24 min
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