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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. 141. An Invitation for Innovation: Why Creativity Is Found, Not Forced

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  2. 144. Communicating Through Conflict: How to Get Along with Anyone

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  3. 143. Adopt a VC Mindset: Achieve More by Thinking and Communicating Like a Venture Capitalist

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  4. 146. Stress Resets: How to Change Your Internal Dialogue to Communicate Better

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  5. 145. Rethinks: The Art of Negotiation, How to Get More of What You Want

    Think Fast Talk Smart: Communication Techniques

    Resumo15 min
  6. 149. Rethinks: How to Take Risks in Your Communication, Relationships, and Career

    Think Fast Talk Smart: Communication Techniques

    Resumo27 min
  7. 148. Conviction and Compassion: How to Have Hard Conversations

    Think Fast Talk Smart: Communication Techniques

    Resumo27 min
  8. 147. Disrupt Yourself: How to Innovate Who You Are and Become Who You Can Be

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  9. 151. Get Hired: How the Right Communication Can Advance Your Career

    Think Fast Talk Smart: Communication Techniques

    Resumo27 min
  10. 150. Communication Tips from the Classroom and Around the World

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  11. 153. Listen Up, Leaders: A Record-Setting Coach’s Guide to Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo27 min
  12. 152. Fix Your Communication: Why It’s About Connection Over Perfection

    Think Fast Talk Smart: Communication Techniques

    Resumo36 min
  13. 155. Can We Be Candid? How to Communicate Clearly and Directly

    Think Fast Talk Smart: Communication Techniques

    Resumo17 min
  14. 154. Rethinks: Communicating Better as a Leader

    Think Fast Talk Smart: Communication Techniques

    Resumo16 min
  15. 157. Communicating the Future: Defining Where We Want AI to Take Us

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  16. 156. Creative Communication: How Our Design Choices Illustrate Our Values

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  17. 160. Rethinks: How to Communicate Your Gameplan

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  18. 159. Earn Your Audience: You Can’t Lead If No One’s Listening

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  19. 158. Hope for Cynics: Building Trusting Relationships through Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo26 min
  20. Bonus: How to Manage Speaking Anxiety the Think Faster, Talk Smarter Way

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  21. 161. Do Your Homework: Know What to Say by Knowing Who You’re Talking To

    Think Fast Talk Smart: Communication Techniques

    Resumo21 min
  22. 163. Is Your Audience Ignoring You? How Authenticity Creates Connection

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  23. 162. Unlock Career Opportunities: How to Make the Right Moves

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  24. 164. Rethinks: Using "Pre-suasion" to Influence Others

    Think Fast Talk Smart: Communication Techniques

    Resumo28 min
  25. 165. Building Your Personal Brand Makes a Promise: Are You Keeping It?

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
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