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Squawk Pod

Election Day with Bill Ackman & Rahm Emanuel 11/3/26

AI 요약 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

00:50:03English요약 · 스크립트

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 요약 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 minEnglish요약 · 스크립트

At Any Rate

EM Fixed Income: EM stays sturdy as the hawkish stars align

AI 요약 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…

  • Fed (Federal Reserve)
  • Emerging Markets (EM)
  • Hawkish

20 minEnglish요약 · 스크립트

ZOE Science & Nutrition

How to lose weight without feeling hungry - the best method for fat loss without dieting and counting calories | Prof Giles Yeo & Dr Federica Amati

AI 요약 Weight gain is a complex biological process driven by hormonal signals and genetic predispositions rather than a lack of willpower or personal failure. Genetics influence how the brain regulates appetite, accounting for 40% to 70% of body weight, yet the modern food…

  • Heritability
  • Hedonic hunger
  • Homeostatic hunger

1 h 1 minEnglish요약 · 스크립트

Huberman Lab

Essentials: How Emotions & Social Factors Impact Learning | Dr. Mary Helen Immordino-Yang

AI 요약 Human consciousness and learning emerge from a dynamic, interdependent dialogue between the brain and the body, where physiological survival mechanisms provide the substrate for high-level narrative construction. The ability to form "stories" organizes human experience, evolving…

  • Antonio Damasio
  • Jean Piaget
  • Great Expectations

39 minEnglish요약 · 스크립트

Maggie Lake Talking Markets

Episode 86: The Return of the Dollar. With Dale Pinkert

AI 요약 Market volatility has reached extreme levels, prompting a reassessment of the relationship between bonds, the dollar, and equity performance. Higher yields are increasingly perceived as bullish for stocks, signaling a paradigm shift where bonds return to their traditional role…

  • S&P 500
  • NASDAQ
  • CPI (Consumer Price Index)

00:37:58English요약 · 스크립트

더 많은 새 에피소드

전체 영어 중국어
  1. High-Growth Tech Investor: Apax Digital’s Dave Evans

    Growth Investor with GrowthCap’s RJ Lumba

    요약23 min
  2. Top Software Investors: PSG’s Marco Ferrari and Tom Reardon

    Growth Investor with GrowthCap’s RJ Lumba

    요약29 min
  3. Growth Engineering: Turn/River’s Matt Amico

    Growth Investor with GrowthCap’s RJ Lumba

    요약23:56
  4. Bold AI Investor: General Catalyst’s Marc Bhargava

    Growth Investor with GrowthCap’s RJ Lumba

    요약23:11
  5. Trusted Growth Investor: WestView Capital’s Matthew Carroll

    Growth Investor with GrowthCap’s RJ Lumba

    요약24:01
  6. Structured Equity Growth Investor: L2 Point’s Kerstin Dittmar

    Growth Investor with GrowthCap’s RJ Lumba

    요약24:59
  7. Excellence in Software Investing: JMI Equity’s Larry Contrella

    Growth Investor with GrowthCap’s RJ Lumba

    요약20 min
  8. Top Woman Growth Investor & Leader: Madison Dearborn’s Elizabeth Betten

    Growth Investor with GrowthCap’s RJ Lumba

    요약20:34
  9. Leaders in Healthcare Growth Investing: Spectrum Equity’s Jeff Haywood and Steve LeSieur

    Growth Investor with GrowthCap’s RJ Lumba

    요약27:17
  10. Elevated Leadership in Software: Unit4’s Mike Ettling

    Growth Investor with GrowthCap’s RJ Lumba

    요약19:20
  11. Growth Investing Titan: Summit Partners’ CEO Peter Chung

    Growth Investor with GrowthCap’s RJ Lumba

    요약19:16
  12. Exceptional Software Investor: Silversmith’s Jim Quagliaroli

    Growth Investor with GrowthCap’s RJ Lumba

    요약22:45
  13. Ahead of the Data Boom: Compass Datacenters’ Chris Crosby

    Growth Investor with GrowthCap’s RJ Lumba

    요약19:50
  14. Global FinTech Investor: QED’s Frank Rotman

    Growth Investor with GrowthCap’s RJ Lumba

    요약29:53
  15. Healthcare Growth Investor: Ampersand’s David Anderson

    Growth Investor with GrowthCap’s RJ Lumba

    요약21:59
  16. Growth Equity Entrepreneurs: Volition’s Larry Cheng and Sean Cantwell

    Growth Investor with GrowthCap’s RJ Lumba

    요약25:27
  17. WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology

    Growth Investor with GrowthCap’s RJ Lumba

    요약23:05
  18. Growth Investing Leader: General Atlantic’s Robb Vorhoff

    Growth Investor with GrowthCap’s RJ Lumba

    요약22:02
  19. Navy SEALs of Company Scaling: Turn/River’s Joanne Yuan

    Growth Investor with GrowthCap’s RJ Lumba

    요약26:05
  20. Leading Consumer Growth Investor: Blackstone Growth’s Katie Storer

    Growth Investor with GrowthCap’s RJ Lumba

    요약19:06
  21. Top Software Investor: H.I.G. Growth’s Ross Hiatt

    Growth Investor with GrowthCap’s RJ Lumba

    요약22:05
  22. Top Investor in Marketplaces: WestCap’s Daphne Tong

    Growth Investor with GrowthCap’s RJ Lumba

    요약23:46
  23. Growth Buyouts in Healthcare: Frazier’s Nader Naini

    Growth Investor with GrowthCap’s RJ Lumba

    요약22:28
  24. Leading Growth Investor: Thoma Bravo’s Ross Devor

    Growth Investor with GrowthCap’s RJ Lumba

    요약21:05
  25. Top Tech Investors: Bain Capital’s Max de Groen and Scott Kirk

    Growth Investor with GrowthCap’s RJ Lumba

    요약33:22
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