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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. Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay 2

    Latent Space: The AI Engineer Podcast

    要約1 h 32 min
  2. Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay

    Latent Space: The AI Engineer Podcast

    要約1 h 32 min
  3. 🔬 Automating Science: World Models, Scientific Taste, Agent Loops — Andrew White

    Latent Space: The AI Engineer Podcast

    要約1 h 14 min
  4. ⚡️ Prism: OpenAI's LaTeX "Cursor for Scientists" — Kevin Weil & Victor Powell, OpenAI for Science

    Latent Space: The AI Engineer Podcast

    要約36 min
  5. 🔬 Automating Science: World Models, Scientific Taste, Agent Loops — Andrew White

    Latent Space: The AI Engineer Podcast

    要約1 h 14 min
  6. The First Mechanistic Interpretability Frontier Lab — Myra Deng & Mark Bissell of Goodfire AI

    Latent Space: The AI Engineer Podcast

    要約1 h 8 min
  7. 🔬Beyond AlphaFold: How Boltz is Open-Sourcing the Future of Drug Discovery

    Latent Space: The AI Engineer Podcast

    要約1 h 21 min
  8. Owning the AI Pareto Frontier — Jeff Dean

    Latent Space: The AI Engineer Podcast

    要約1 h 24 min
  9. Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

    Latent Space: The AI Engineer Podcast

    要約2 h 4 min
  10. Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

    Latent Space: The AI Engineer Podcast

    要約55 min
  11. METR’s Joel Becker on exponential Time Horizon Evals, Threat Models, and the Limits of AI Productivity

    Latent Space: The AI Engineer Podcast

    要約56 min
  12. ⚡️The End of SWE-Bench Verified — Mia Glaese & Olivia Watkins, OpenAI Frontier Evals & Human Data

    Latent Space: The AI Engineer Podcast

    要約26 min
  13. [LIVE] Anthropic Distillation & How Models Cheat (SWE-Bench Dead) | Nathan Lambert & Sebastian Raschka

    Latent Space: The AI Engineer Podcast

    要約52 min
  14. 🔬Searching the Space of All Possible Materials — Prof. Max Welling, CuspAI

    Latent Space: The AI Engineer Podcast

    要約34 min
  15. Every Agent Needs a Box — Aaron Levie, Box

    Latent Space: The AI Engineer Podcast

    要約1 h 17 min
  16. Cursor's Third Era: Cloud Agents

    Latent Space: The AI Engineer Podcast

    要約1 h 7 min
  17. Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Hørup Eskildsen of Turbopuffer

    Latent Space: The AI Engineer Podcast

    要約1 h 1 min
  18. Why Anthropic Thinks AI Should Have Its Own Computer — Felix Rieseberg of Claude Cowork & Claude Code Desktop

    Latent Space: The AI Engineer Podcast

    要約1 h 27 min
  19. Mistral: Voxtral TTS, Forge, Leanstral, & what's next for Mistral 4 — w/ Pavan Kumar Reddy & Guillaume Lample

    Latent Space: The AI Engineer Podcast

    要約49 min
  20. Dreamer: the Personal Agent OS — David Singleton

    Latent Space: The AI Engineer Podcast

    要約1 h 4 min
  21. Moonlake: Causal World Models should be Multimodal, Interactive, and Efficient — with Chris Manning and Fan-yun Sun

    Latent Space: The AI Engineer Podcast

    要約1 h 7 min
  22. 🔬Why There Is No "AlphaFold for Materials" — AI for Materials Discovery with Heather Kulik

    Latent Space: The AI Engineer Podcast

    要約35 min
  23. Notion’s Token Town: 5 Rebuilds, 100+ Tools, MCP vs CLIs and the Software Factory Future — Simon Last & Sarah Sachs of Notion

    Latent Space: The AI Engineer Podcast

    要約1 h 17 min
  24. AIE Europe Debrief + Agent Labs Thesis: Unsupervised Learning x Latent Space Crossover Special (2026)

    Latent Space: The AI Engineer Podcast

    要約55 min
  25. 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
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