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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. 75. Love & Money: How to Talk About Big Decisions Together

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  2. 76. Change My Mind: Using “Pre-suasion” to Influence Others

    Think Fast Talk Smart: Communication Techniques

    Resumo28 min
  3. 77. Quick Thinks: AI Has Entered The Chat – A "Conversation" with ChatGPT

    Think Fast Talk Smart: Communication Techniques

    Resumo9 min
  4. 78. Three Guiding Principles for Successful Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  5. 79. Equity by Design: How Diversity Ignites Creativity

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  6. 80. Magic Words: Change What You Say to Inspire and Influence Others

    Think Fast Talk Smart: Communication Techniques

    Resumo28 min
  7. 81. Fact or Fiction? How to Communicate When We Hold Different Beliefs

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  8. 82. It’s Not About You: Why Effective Communicators Put Others First

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  9. 83. You Need a Manifesto: How to Communicate Your Convictions

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  10. 84. Quick Thinks: How Others Define Us

    Think Fast Talk Smart: Communication Techniques

    Resumo15 min
  11. 85. Rethinks: Don't Get Lost in Translation

    Think Fast Talk Smart: Communication Techniques

    Resumo14 min
  12. 86. Building Habits: The Key to Lasting Behavior Change

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  13. 87. Know What You’re Saying: How Communicating Tests Our Understanding

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  14. 88. Rethinks: Leading From Home – How to Create the Right Environment for Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  15. 89. Listen, Listen, Listen: How to Build Deep Connections

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  16. 90. Rethinks: Brains Love Stories – How Leveraging Neuroscience Can Capture People’s Emotions

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  17. 91. Um, Like, So: How Filler Words Can Create More Connected, Effective Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo30 min
  18. 92. No Regrets: How to Take Risks in Your Communication, Relationships, and Career

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
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