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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. 123. Rethinks: Why Curiosity Is Communication’s Secret Weapon

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  2. 127. Four Principles of Powerful, Focused Communication Pt. 1

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  3. 126. BONUS Making Meetings Meaningful: When Face-to-Face Meetings Matter

    Think Fast Talk Smart: Communication Techniques

    Resumo33 min
  4. 129. Connect Deeply: How to Communicate So People Feel Seen and Heard

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  5. 128. Four Powerful Principles Pt. 2: Your Questions Answered

    Think Fast Talk Smart: Communication Techniques

    Resumo19 min
  6. 131. Friction Fixing: How to Use Obstacles to Your Advantage

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  7. 130. Rethinks: How to Maintain a Powerful Presence in Your Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo20 min
  8. 133. From Good to Super: How Supercommunicators Unlock the Language of Connection

    Think Fast Talk Smart: Communication Techniques

    Resumo37 min
  9. 132. Lean Into Failure: How to Make Mistakes That Work

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  10. 135. Rethinks: The Personal and Professional Power of Emotional Awareness

    Think Fast Talk Smart: Communication Techniques

    Resumo18 min
  11. 134. How to Chat with Bots: The Secrets to Getting the Information You Need from AI

    Think Fast Talk Smart: Communication Techniques

    Resumo25 min
  12. 138. Speak Your Truth: Why Authenticity Leads to Better Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo23 min
  13. 137. When Words Aren’t Enough: How to Excel at Nonverbal Communication

    Think Fast Talk Smart: Communication Techniques

    Resumo22 min
  14. 136. The Art of Disagreeing Without Conflict: Navigating the Nuance

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
  15. 140. Rethinks: How to Handle a Skeptical Audience

    Think Fast Talk Smart: Communication Techniques

    Resumo16 min
  16. 139. Lose Yourself: The Secret to Finding Flow and Being Fully Present

    Think Fast Talk Smart: Communication Techniques

    Resumo17 min
  17. 142. Power and Persuasion: Live Insights from Stanford Experts

    Think Fast Talk Smart: Communication Techniques

    Resumo34 min
  18. 141. An Invitation for Innovation: Why Creativity Is Found, Not Forced

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

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

    Think Fast Talk Smart: Communication Techniques

    Resumo24 min
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