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The Master Investor Podcast with Wilfred Frost

What 400 Years of Financial Manias Teach Us About Today | Edward Chancellor

Resumo de IA Financial speculation functions as a recurring social phenomenon rather than a purely economic one, driven by cycles of cheap credit, technological displacement, and messianic leadership. Historical manias, from the 17th-century Tulip bubble to the recent AI-driven market,…

  • Devil Takes the Hindmost
  • Charles Kindleberger
  • South Sea Bubble

1 h 2 minEnglishResumo · Transcrição

InvesTalk 講投資

【多元資產Talk】胡毅弘 Raphael (11/11/2026)

Resumo de IA 美股市場正經歷從 AI 熱潮轉向常態化波動的關鍵轉折。NVIDIA 面臨嚴峻的企業管治挑戰、關鍵人物風險及潛在的監管調查，導致市場信心動搖。隨著 AI 泡沫逐漸破裂，投資者應警惕半導體板塊的週期性風險，並將資金配置轉向防禦性板塊，如消費必需品、醫療保健及仿製藥行業。數據中心建設受限於電力、水資源及勞動力等基建瓶頸，其他地區難以輕易取代美國的規模優勢。投資者需放棄單一依賴 GPU 相關概念的策略，轉而採取更分散、保守的馬拉松式資產配置，以應對未來經濟增速下滑及市場波動加劇的環境。

  • 輝達 (NVIDIA)
  • Anthropic
  • 黃仁勳

Traditional ChineseResumo · Transcrição

Warriors Plus Minus: A show about the Golden State Warriors

Joe Lacob Talks Warriors & Valkyries | The TK Show

Resumo de IA Joe Lacob, owner of the Golden State Warriors and the WNBA’s Golden State Valkyries, reflects on the Valkyries' recent championship victory and the organization's strategic approach to team building. Despite the team's success, Lacob emphasizes the necessity of annual…

  • Golden State Warriors
  • Valkyries
  • NBA

18 minEnglishResumo · Transcrição

The Growth Podcast

How to Survive AI as a SaaS Company

Resumo de IA SaaS companies survive the AI era by deepening domain expertise and establishing themselves as essential systems of record. Rather than competing with frontier models on horizontal capabilities, successful platforms like Webflow leverage deep context, governance, and compliance…

  • Webflow
  • Vibe coding
  • SaaS (Software as a Service)

1 h 7 minEnglishResumo · Transcrição

The HC Commodities Podcast

China’s Most Powerful Tool: export controls with David Sher

Resumo de IA China’s export controls on critical minerals and minor metals represent a calculated exercise of soft power, leveraging the country's dominance in midstream processing to influence global industrial supply chains. These controls function as a sophisticated mechanism for…

  • LME
  • Export Controls
  • Midstream

00:57:33EnglishResumo · Transcrição

Respectful Parenting: Janet Lansbury Unruffled

Loud, Messy, Physical - What To Do When Kids Won't Stop Fighting

Resumo de IA Sibling conflict serves as a vital, healthy mechanism for children to develop social skills and navigate complex relationships. Rather than viewing squabbles as problems to be erased, recognize them as necessary opportunities for growth. Maintaining a "neutral, neutral, neutral"…

  • Unruffled
  • Janet Lansbury
  • Magda Gerber

29 minEnglishResumo · Transcrição

Mais episódios novos

Todas Inglês Chinês
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  2. 308. Ask Matt Anything: From Nerves to Know-How in High-Stakes Moments

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  3. 307. Accent-uate, Don't Compensate: Why Clarity Matters More Than Perfection

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    Resumo23 min
  4. 311. Don't Lose the Room: How to Make Ideas Stick

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    Resumo23 min
  5. 310. A Matter of Meaning: What Other People Teach You About Your Communication

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    Resumo20 min
  6. 313. Hold the Headline: How Curiosity Cuts Through Complexity

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    Resumo27 min
  7. 312. Quick Thinks: Speak with Confidence, Clarity, and Power

    Think Fast Talk Smart: Communication Techniques

    Resumo10 min
  8. 316. The Persuasion Equation: Grab Attention & Make Your Message Meaningful

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  9. 315. Quietly Powerful: How Introverts Can Communicate With Confidence & Impact

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  10. 314. Rethinks: Turn Tension Into Trust

    Think Fast Talk Smart: Communication Techniques

    Resumo32 min
  11. 318. Quick Thinks: Network Smarter and Make Better Connections

    Think Fast Talk Smart: Communication Techniques

    Resumo14 min
  12. 317. Plot Twist: The Second Story Hiding Inside Every Great Pitch

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  13. 319. Open the Portal: The Simple Science Behind Impactful Storytelling

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  14. 322. Talk Back: Why Arguing With Yourself Can Help You Flourish

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  15. 321. The Respect Effect: What Stereotype Threat Teaches Us About Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  16. 320. Quick Thinks: How to Prepare, Stand Out, and Ace Your Interview

    Think Fast Talk Smart: Communication Techniques

    Resumo17 min
  17. 324. Rethinks: Defining Where We Want AI To Take Us

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  18. 323. Turn Up the Heat: Make Conflict More Constructive

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  19. 326. Rethinks: The Secrets to Getting the Information You Need from AI

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  20. 325. Message Market Fit: Turning Great Ideas Into Communication That Lands

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  21. 328. Ask Matt Anything: Don’t Let Your Communication Fizzle at the Finish

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  22. 327. The Human Reset: Reclaiming Authenticity in the Age of AI

    Think Fast Talk Smart: Communication Techniques

    Resumo26 min
  23. 330. Quick Thinks: A CLEAR Way Through Conflict

    Think Fast Talk Smart: Communication Techniques

    Resumo15 min
  24. 329. Your Brand is Your Promise: The 4 C’s for Better Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  25. 332. Rethinks: Learn Faster and Fail Smarter

    Think Fast Talk Smart: Communication Techniques

    Resumo35 min
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