O conhecimento dos últimos podcasts.

Episódios novos processados pelo Podwise, prontos para pesquisar, folhear e continuar no app.

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Engineering with Rosie11 de nov.

Will AI Data Centres Break the Grid?

Resumo de IA AI-driven data centers present both a significant threat and a transformative opportunity for the global electricity grid. While rapid growth in computing demand risks overwhelming local infrastructure, the actual number of operational projects will likely be far lower than…

Gigawatt (GW)
IEA (International Energy Agency)
ERCOT (Electric Reliability Council of Texas)

EnglishResumo · Transcrição

42 Macro11 de nov.

When and How Should Investors Buy the Dip?

Resumo de IA The current market environment is defined by a cascading sequence of degrossing as buy-side participants aggressively liquidate positions to correct factor exposure errors. This behavioral panic, driven by the desire to protect year-to-date returns, is amplifying fundamental…

Degrossing
FOMO (Fear of Missing Out)
KISS

EnglishResumo · Transcrição

Simplify Asset Management11 de nov.

Rates on the Run | Ep. 31 - November 2026

Resumo de IA The October CPI report revealed hotter-than-expected inflation, with headline and core figures rising 0.4% and 0.3% respectively, marking three consecutive months of firm core data. This persistent inflation puts significant pressure on the Federal Reserve to implement a rate…

CPI (Consumer Price Index)
Federal Reserve (The Fed)
Dual Mandate

EnglishResumo · Transcrição

Wealthion11 de nov.

Steve Hanke Warns: A Financial Crisis Could Send Stocks Down 40%

Resumo de IA The massive, unprecedented investment in artificial intelligence—currently exceeding 5% of GDP—signals a significant malinvestment bubble that threatens broader market stability. If this bubble bursts, AI stocks could plummet by 70%, potentially triggering a 40% decline in…

Making Money Work
AI (Artificial Intelligence)
Austrian Economics

EnglishResumo · Transcrição

AI Explained10 de nov.

Fable 5.2: The Self-Improvement Loop Keeps Loopin’ … (plus Gemini Carbon)

Resumo de IA The rapid evolution of frontier AI models, exemplified by the recent releases of Fable 5.2 and Gemini 4 Carbon, demonstrates that the pace of technological advancement is accelerating rather than plateauing. Performance on benchmarks like the Remote Labor Index has doubled every…

Fable 5.2
System Card
Remote Labor Index

EnglishResumo · Transcrição

UnHerd11 de nov.

The crash Europe wanted isn't coming - Yanis Varoufakis & Wolfgang Munchau | The Econoclasts

Resumo de IA AI represents a fundamental shift in the global economy, threatening to dismantle traditional capitalism in favor of "techno-feudalism," where value is extracted through rent-seeking rather than commodity production. While software-based AI services dominate current discourse,…