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Excess Returns

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

Resumo de IA 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

EnglishResumo · Transcrição

Bloomberg Television

White House CEA Chair Says Fed Rate Hike Is Premature

Resumo de IA 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

EnglishResumo · Transcrição

Bloomberg Podcasts

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

Resumo de IA 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

EnglishResumo · Transcrição

Bloomberg Podcasts

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

Resumo de IA 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

EnglishResumo · Transcrição

Bloomberg Podcasts

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

Resumo de IA 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)

EnglishResumo · Transcrição

Asia Society

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

Resumo de IA 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

EnglishResumo · Transcrição

Mais episódios novos

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  1. 92. No Regrets: How to Take Risks in Your Communication, Relationships, and Career

    Think Fast Talk Smart: Communication Techniques

    Resumo26 min
  2. 93. All the Feels: The Personal and Professional Power of Emotional Awareness

    Think Fast Talk Smart: Communication Techniques

    Resumo18 min
  3. 94. LEADing ideas: Research-Backed Tips and Tools from Four Stanford Professors

    Think Fast Talk Smart: Communication Techniques

    Resumo28 min
  4. 95. The Power of No: How Boundaries Help Us Live More Empowered Lives

    Think Fast Talk Smart: Communication Techniques

    Resumo26 min
  5. 96. Rock and Role: How Assigning Gender to Inanimate Objects Influences Us

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  6. 97. No Rules, No Trust: How Accountability Shapes Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  7. 98. Give It to Me Straight: How to Give Honest, Constructive Feedback

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  8. 99. Rethinks: How to Handle Challenging Conversations

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  9. 100. Shut Up! How to Communicate Better by Talking Less

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  10. 101. We Belong Together: How Communication Fuels Connection and Community

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  11. 102. Create a Presence: How to Communicate in a Way Others Can Feel

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  12. 103. Simple Is a Superpower: How to Communicate Any Idea to Any Audience

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  13. 104. How to Change: Building Better Habits and Behaviors (And Getting Out of Your Own Way)

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  14. 105. Radical Candor: The Communication Shift That Can Transform Your Career

    Think Fast Talk Smart: Communication Techniques

    Resumo33 min
  15. 106. Rethinks: Using Skills From Improv to Master Your In-The-Moment Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  16. 107. Think Faster, Talk Smarter: How to Speak Successfully When You're Put on the Spot

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  17. 108. All In: How Improv Helps You Show Up and Communicate Well

    Think Fast Talk Smart: Communication Techniques

    Resumo33 min
  18. 109. Simplify! How to Communicate Complex Ideas Simply and Effectively

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  19. 111. Rethinks: How to Spark Creativity in Your Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  20. 110. Write It Well: How to Craft an Email to Capture Busy Readers

    Think Fast Talk Smart: Communication Techniques

    Resumo26 min
  21. 114. Communication Means Paying Attention: The Four Pillars of Active Listening

    Think Fast Talk Smart: Communication Techniques

    Resumo29 min
  22. 113. Missing Something? How to Kick FOMO with Conscious Decision-Making

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  23. 112. From Mistakes to "Missed Takes"

    Think Fast Talk Smart: Communication Techniques

    Resumo16 min
  24. 116. Quick Thinks: Don't Sweat the Small Talk

    Think Fast Talk Smart: Communication Techniques

    Resumo11 min
  25. 115. Rethinks: How We Set and Achieve Goals

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
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