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刚刚摘要

在按下播放前，先读读每集讲了什么。

Goldman Sachs

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

AI 摘要 A hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations by forcing a re-evaluation of the Federal Reserve’s reaction function and introducing the possibility of 50-basis-point hikes. Muhammad Qubbaj, co-head of North American…

  • CPI (Consumer Price Index)
  • The Fed (Federal Reserve)
  • Basis Points

English摘要 · 转录

Excess Returns

The Mag Seven Paid Out 90% of Earnings. Now It’s 28%. What Happens If AI Spending Slows?

AI 摘要 Market participants are currently navigating a transition where the AI-driven capital expenditure boom faces scrutiny, forcing a re-evaluation of financial models and valuations. While earnings growth remains robust, investors are increasingly cautious about paying for peak…

  • Magnificent Seven
  • CAPEX (Capital Expenditure)
  • Fed Model

English摘要 · 转录

Bloomberg Television

Ed Morse Says Oil Can Drop to $50 a Barrel

AI 摘要 Global oil markets are experiencing a significant structural shift as the oil intensity of global GDP continues to decline, contrasting sharply with the 1970s energy crises when oil demand outpaced economic growth. Edward Morse, senior advisor at Hartree Partners and former…

  • Brent Crude
  • Hartree Partners
  • OPEC

English摘要 · 转录

Bianco Research

Rational Dissent Episode 017. Leave the 25, Take the Cannoli

AI 摘要 The Federal Reserve faces a critical policy inflection point as sticky inflation data, with core CPI rising at a 3.75% annualized rate, forces a shift in market expectations toward further interest rate hikes. With the Fed Chair providing limited forward guidance, market…

  • CPI (Consumer Price Index)
  • Fed (Federal Reserve)
  • Basis points

English摘要 · 转录

CNBC Television

Squawk Pod: Treasury Secretary Bessent: ‘F’ the Iranian leadership - 11/13/26 | Audio Only

AI 摘要 Nvidia CEO Jensen Huang’s sudden ouster has triggered a corporate and geopolitical crisis, marked by allegations of unauthorized chip sales to Chinese entities through shell companies like MegaSpeed. This scandal has intensified scrutiny on U.S. export controls, with Treasury…

  • The Nvidia Way
  • Blackwell
  • Operation Economic Outcast

English摘要 · 转录

Eurodollar University

Commodity Markets Are Preparing for Something

AI 摘要 Copper prices are correcting from record highs, signaling that market optimism regarding an AI-driven commodity super cycle is fading. While supply-side factors—such as tariff-induced inventory hoarding in the U.S. and constrained production—remain significant, they are being…

  • Copper
  • Artificial Intelligence (AI)
  • Data Centers

English摘要 · 转录

更多新节目

全部 英文 中文
  1. Foiled plot: did Iran plan British base attack?

    Economist Podcasts

    摘要20:03
  2. AI Can Write Code. Why Isn’t Software Better?

    The a16z Show

    摘要00:43:14
  3. #564: EVE Online Departs for Python 3

    Talk Python To Me

    摘要1 h 8 min
  4. MIT scientist: Elon Musk was right, we are almost certainly in a simulation

    My First Million

    摘要1 h 2 min
  5. Mick’s Garage: Scaling to 25,000 Orders a Month with Custom eCommerce Technology

    eCommerce MasterPlan

    摘要33 min
  6. 好运、家运、财运：大运来的时候，抓住一次就够了！

    听懂涨声

    摘要1 h 44 min
  7. 为了参加HYROX，我们去巴厘岛上了个「体校」

    保持恒温

    摘要1 h 8 min
  8. EP.04 美元人民币汇率同涨真相：读懂全球金融新秩序

    十分吸引

    摘要00:51:03
  9. Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

    Capital Allocators – Inside the Institutional Investment Industry

    摘要49:54
  10. EP286 在越来越数字化的时代，如何通过舞蹈重新找回用身体感知世界的能力？

    Talk三联

    摘要00:59:43
  11. How to Build AI Agents for Your Marketing Team with Kris Rudeegraap, Co-CEO at Sendoso, and Jessica Voss Head of Marketing at Kana

    The Marketing Millennials

    摘要1 h 5 min
  12. 新一代投资者似乎不爱买股票了：逐渐被ETF主导的市场和未来

    面基

    摘要1 h 35 min
  13. Is the Iran-Sanctions Playbook Coming for Israel? - with Mark Dubowitz

    Call Me Back - with Dan Senor

    摘要43 min
  14. AI Skills with Matt Pocock

    The Pragmatic Engineer

    摘要1 h 36 min
  15. EP09|钱放着是利息，钱流起来是生意：Circle 会是下一个百倍股吗？

    Money in Motion

    摘要01:09:53
  16. #435 Mark Zuckerberg's Empire

    Founders

    摘要41 min
  17. 天天喊“爱国”“统一”，真打仗你去吗？王柯谈新疆、汉奸与民族主义｜《从民族想象国家》全本下

    大聲姐和朋友們

    摘要1 h 33 min
  18. 20VC: $1BN ARR in 18 Months; The Untold Story of Higgsfield | Spending $4M Per Month on Models | Why Moats in AI are BS | Scaling a Content Team to 150 People with Alex Mashrabov

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    摘要01:09:34
  19. Drake Mayday, a Raiders Revival, Bleakest 0-3 Teams, MLB Playoffs, and Guess the Lines With Cousin Sal

    The Bill Simmons Podcast

    摘要1 h 45 min
  20. What Humans, Animals and Plants Tell Us About Consciousness | Michael Pollan

    Huberman Lab

    摘要2 h 3 min
  21. Why Building a Crosswalk in LA Is Kafkaesque

    Odd Lots

    摘要22 min
  22. Vol.31 AI跨境电商的普通人逆袭之路

    搞钱人生

    摘要51 min
  23. AI Agent 时代的营销 / 一个 SEO 老兵眼中的 GEO 与社群 - Indigo Talk EP51

    INDIGO TALK

    摘要1 h 16 min
  24. Seventh Generation: Alan Newman and Jeffrey Hollender. A Partnership that Flourished—until it Failed. (2021)

    How I Built This with Guy Raz

    摘要01:31:16
  25. 别做垃圾赛道，AI IP 要拿结果｜刘思毅对谈 50 位创始人

    刘思毅的超级个体朋友们

    摘要1 h 34 min
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