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Squawk Pod

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

Resumo de IA 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

00:50:03EnglishResumo · Transcrição

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

Resumo de IA 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 minEnglishResumo · Transcrição

At Any Rate

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

Resumo de IA 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 minEnglishResumo · Transcrição

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

Resumo de IA 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 minEnglishResumo · Transcrição

Huberman Lab

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

Resumo de IA 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 minEnglishResumo · Transcrição

Maggie Lake Talking Markets

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

Resumo de IA 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)

00:37:58EnglishResumo · Transcrição

Mais episódios novos

  1. Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo00:58:00
  2. AI is Already Building AI | Google DeepMind’s Mostafa Dehghani

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:04:31
  3. Benedict Evans: OpenAI’s Moat Problem & the Future of Software

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:01:06
  4. Everything Gets Rebuilt: The New AI Agent Stack | Harrison Chase, LangChain

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo00:46:57
  5. Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:16:44
  6. The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:04:06
  7. DeepMind Gemini 3 Lead: What Comes After "Infinite Data"

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo00:54:56
  8. What’s Next for AI? OpenAI’s Łukasz Kaiser (Transformer Co-Author)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:05:25
  9. Open Source AI Strikes Back — Inside Ai2’s OLMo 3 ‘Thinking"

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:28:10
  10. Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:09:56
  11. How GPT-5 Thinks — OpenAI VP of Research Jerry Tworek

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:16:04
  12. Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:10:03
  13. How to Build a Beloved AI Product - Granola CEO Chris Pedregal

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:08:28
  14. Anthropic's Surprise Hit: How Claude Code Became an AI Coding Powerhouse

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:00:16
  15. The Rise of Agentic Commerce — Emily Glassberg Sands (Stripe)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:15:14
  16. Guillermo Rauch: Why Software Development Will Never Be the Same

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:45:40
  17. Snowflake CEO on Winning the AI Arms Race

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo01:23:41
  18. Glean’s Breakthrough: CEO Arvind Jain on Scaling AI Agents & Search

    The MAD Podcast: How AI Gets Built — with Matt Turck

    Resumo00:52:11
  19. Resumo23 min
  20. Valley of the shadow of debt: bond-market jitters

    Economist Podcasts

    Resumo21:39
  21. Resumo00:52:52
  22. Resumo01:12:51
  23. Resumo37 min
  24. Resumo32 min
  25. Resumo23 min
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