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Excess Returns

Tech Is the Cheapest Since 2022. Walmart Is 46 Times Earnings. Where Is the Bubble?

AI 要約 Market volatility and the structural evolution of modern financial markets challenge long-term investors, as high-frequency trading and algorithmic flows often decouple stock prices from fundamental business value. While current market conditions create anxiety, maintaining a…

  • The Warren Buffett Way
  • 100 Bagger
  • Nvidia

English要約 · 文字起こし

Bloomberg Television

White House CEA Chair Says Fed Rate Hike Is Premature

AI 要約 Persistent core inflation, which has remained above 0.3% for three consecutive months, reflects the delayed impact of high oil prices filtering through the economy via increased diesel and gasoline costs. While recent 24% drops in Brent crude suggest future relief, the Federal…

  • CPI (Consumer Price Index)
  • Core Inflation
  • Brent Crude

English要約 · 文字起こし

Bloomberg Podcasts

PIMCO's Tiffany Wilding Talks CPI, Rate Hike Debate | Bloomberg Talks

AI 要約 Persistent inflation and the Federal Reserve's potential policy response dominate the economic landscape as core goods and services prices show a broad-based acceleration. Tiffany Wilding, an economist at PIMCO, observes that higher energy, diesel, and shipping costs are…

  • CPI
  • 50 basis point hike
  • Chris Waller

English要約 · 文字起こし

Bloomberg Podcasts

The AI Economy Runs on Nvidia. Can It Survive the CEO’s Affair? | Big Take

AI 要約 Jensen Huang’s admission of an affair with a suspected Chinese spy, Alice Wong, creates significant instability for Nvidia and the broader AI industry. As the central figure driving the current AI boom, Huang’s lack of a formal succession plan and his deep personal involvement…

  • Nvidia
  • Jensen Wang
  • Megaspeed International

English要約 · 文字起こし

Bloomberg Podcasts

Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO | Bloomberg Intelligence

AI 要約 Anthropic’s upcoming IPO targets a $1.4 trillion fully diluted valuation, supported by a $26 billion private placement involving major technology firms and a strategic push to attract retail investors through upcoming high-profile livestreams. Simultaneously, Nvidia faces…

  • Anthropic
  • S-1 filing
  • IPO (Initial Public Offering)

English要約 · 文字起こし

Asia Society

Asia’s Choices with Kevin Rudd and Taro Kono | State of Asia 2026

AI 要約 Japan faces a precarious security environment defined by the dual challenge of an increasingly aggressive China and the unpredictable nature of American support. While the nation is boosting defense spending to 2% of GDP and pursuing a "Plan A Plus" strategy—maintaining reliance…

  • Senkaku Island
  • Diet
  • LDP

English要約 · 文字起こし

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  4. 211. Small Screens, Strong Signals: Mastering Modern Communication

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  6. 214. From Crisis to Clarity: Simplicity, Feedback, and the Art of Being Heard

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  7. 213. Rethinks: Building Trusting Relationships Through Communication

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  8. 217. Rethinks: How to Build Deep Connections

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  9. 216. Wired for Words: A Neuroscientist’s Guide to Influence

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  10. 219. Six Motivations, One Workplace: Who Are You at Work?

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  11. 218. Teaching Truths & Tactics: Live Lessons From Stanford in Cape Town

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  12. 221. Don’t Get Lost in Translation: Staying Cool When Every Word Counts

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  13. 220. Prep Like a Pro: Communication Confidence, Clarity, and Comedy

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  15. 222. Discussing Through Discomfort: Why the Conversations You Avoid Cost You the Most

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  19. 229. Rethinks: How to Speak Successfully When You’re Put on the Spot

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  20. 228. Negotiate Your Way to Success: Empathy, Mirroring, and Labeling

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  23. 232. Pause, Don’t Panic: Finding Calm in High-Stakes Moments

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  24. 237. Mistake It Till You Make It: Learn Faster and Fail Smarter

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  25. 235. Refine, Reframe, Repeat: Make Your Communication a Slam Dunk

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