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David Lin

Brutal 2027: How The Next Financial Crisis Starts

Resumo de IA Macroeconomic headwinds and structural market fragility define the current financial landscape, driven by a combination of persistent inflationary pressures, shifting policy incentives, and unsustainable debt-funded capital expenditure. Cem Karson, founder of Kai Asset…

  • Hyperscalers
  • Capex
  • CPI

EnglishResumo · Transcrição

Kitco NEWS

Why Gold Is Falling While Central Banks Keep Buying | World Gold Council’s Joe Cavatoni

Resumo de IA Gold market dynamics are shifting as investors navigate volatile risk assets, rising interest rates, and geopolitical uncertainty. Joe Cavatoni, senior market strategist at the World Gold Council, highlights that while Western retail investment in gold has slowed, central bank…

  • NVIDIA
  • World Gold Council
  • Safe Haven

EnglishResumo · Transcrição

Excess Returns

An AI Bubble Could Hit Stocks. Inflation Could Hit Bonds. How Do You Diversify and Keep Both?

Resumo de IA The "End of Either Or" philosophy in portfolio construction challenges the traditional constraint of choosing between core assets and diversifiers. By utilizing return stacking, investors can maintain exposure to core equities and bonds while layering on uncorrelated return…

  • Return Stacking
  • Cliff Asness
  • Managed Futures

EnglishResumo · Transcrição

Eurodollar University

Baby Food Prices Just Revealed a Dark Truth About the U.S. Economy

Resumo de IA The current affordability crisis stems from a disconnect between stagnant household incomes and surging costs for essential goods like baby formula, energy, and housing. Rather than indicating a resilient economy, these price hikes trigger demand destruction, forcing families to…

  • Demand Destruction
  • Yield Curve
  • TIPS (Treasury Inflation-Protected Securities)

EnglishResumo · Transcrição

Bloomberg Television

Ruchir Sharma on AI Bubble Risks, Opportunities in India

Resumo de IA The global economy faces significant risks as the AI-driven market bubble becomes increasingly fragile under the pressure of rising interest rates and massive fiscal deficits. The US economy currently relies heavily on the "wealth effect," where stock market gains fuel consumer…

  • AI bubble
  • CapEx
  • Wealth effect

EnglishResumo · Transcrição

Council on Foreign Relations

The State of U.S. Economics with Fed's Vice Chair for Supervision Michelle Bowman

Resumo de IA Economic growth has gained momentum, yet persistent inflation necessitates a shift in monetary policy focus toward price stability. While labor markets have stabilized, inflationary pressures—exacerbated by geopolitical tensions in the Middle East and rapid AI-related capital…

  • FOMC
  • Basel III
  • PCE

EnglishResumo · Transcrição

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  10. Robinhood's CFO on Refounding & the Art of Capital Allocation | Shiv Verma

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    Resumo01:06:33
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  13. Why AI Agents Cheat | Eric Ho (Goodfire)

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

    Resumo01:10:27
  14. Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data

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

    Resumo01:10:14
  15. When AI Improves Itself | Richard Socher (Recursive)

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

    Resumo01:14:15
  16. AI Could Take Over in 2029. Is It Already Too Late? | Ryan Greenblatt

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

    Resumo01:18:59
  17. “OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf

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

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  18. How to Build Long-Horizon AI Agents — Mitch Troyanovsky, Basis

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    Resumo01:22:51
  19. The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas

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

    Resumo01:00:30
  20. The Biggest Chip Ever Built — Why OpenAI Runs On It | Cerebras CEO Andrew Feldman

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

    Resumo01:12:41
  21. OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti

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

    Resumo00:43:56
  22. Why NVIDIA Is Giving Away AI Models | Bryan Catanzaro

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

    Resumo01:22:57
  23. The Neocloud Boom: State of AI Compute 2026 | Stephen Balaban

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

    Resumo01:14:27
  24. OpenAI's Dan Roberts: Why AI Can Now Make Discoveries

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

    Resumo00:49:06
  25. OpenAI's Yann Dubois: Why AI Progress Suddenly Feels Real

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

    Resumo01:13:56
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