跳到主要内容

最新播客 知识。

Podwise 处理的新节目,随时可搜索、浏览,并在完整应用中继续。

刚刚摘要

在按下播放前,先读读每集讲了什么。

Peterson Institute for International Economics

2026 midterm election debrief

AI 摘要 The 2027 US midterm election results signal a shift in the legislative landscape, with a Democratic majority in Congress poised to challenge executive overreach while navigating persistent economic and geopolitical pressures. Macroeconomic policy faces long-term fiscal erosion,…

  • Peterson Institute for International Economics (PIIE)
  • Trumponomics
  • FOMC (Federal Open Market Committee)

English摘要 · 转录

Geopolitical Futures

George Friedman Breaks Down America’s Midterm Fallout

AI 摘要 The recent US midterm elections functioned as a geopolitical and geoeconomic referendum, primarily driven by the war in Iran and the rapid, contentious evolution of artificial intelligence. Economic fallout from the conflict, specifically rising energy costs and damaged…

  • The Storm Before the Calm
  • Artificial Intelligence (AI)
  • IRGC

English摘要 · 转录

Zeihan on Geopolitics

The Problem with the U.S. Power Grid || Peter Zeihan

AI 摘要 The United States faces a critical electricity shortfall as it attempts to re-industrialize for a post-globalized world, requiring a grid expansion of 50% to 100% to support new infrastructure and data centers. The current system is fragmented into three primary…

  • De-globalization
  • 60 Hertz (Hz)
  • Western Interconnection

English摘要 · 转录

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 Uranium faces a persistent structural supply deficit, independent of the speculative AI and data center boom. While nuclear energy is currently misclassified by markets as an AI-related sector, the fundamental reality remains that existing reactor fleets and planned additions…

  • Uranium
  • NEI
  • Capex

English摘要 · 转录

Zeihan on Geopolitics

Nvidia's CEO Gets Caught in the Honeypot || Peter Zeihan

AI 摘要 Nvidia CEO Jensen Huang has reportedly resigned following allegations of an affair with a Chinese spy, Alice Wang, who allegedly facilitated the illegal transfer of advanced processing units to China via a Singaporean front company. This "honeypot" operation represents a shift…

  • Jensen Huang
  • Nvidia
  • Honeypot

English摘要 · 转录

GZERO Media

The fallout from Jensen Huang’s exit from Nvidia | ask ian

AI 摘要 The forced resignation of NVIDIA CEO Jensen Huang following allegations of ties to Chinese espionage marks a critical turning point for the global AI sector and US national security. Huang’s departure creates significant leadership uncertainty at a firm central to Western AI…

  • Jensen Huang
  • NVIDIA
  • Semiconductors

English摘要 · 转录

更多新节目

  1. 摘要35 min
  2. 摘要01:00:32
  3. 摘要57 min
  4. 摘要1 h 2 min
  5. Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher

    Wealthion - Be Financially Resilient

    摘要52 min
  6. 摘要1 h 19 min
  7. 摘要1 h 5 min
  8. 摘要20 min
  9. Episode 77: Are Yields and the Dollar Topping? With Dale Pinkert

    Maggie Lake Talking Markets

    摘要00:34:27
  10. 摘要
  11. 摘要51 min
  12. 摘要
  13. AI Is Propping Up the Economy. The Fed Could Break It.

    Wealthion - Be Financially Resilient

    摘要44 min
  14. 6% Yields Next & Will Stonks Handle It?

    The Macro Trading Floor

    摘要41 min
  15. Global Commodities: Dancing in the Dark

    At Any Rate

    摘要6 min
  16. 摘要24 min
  17. 摘要20 min
  18. The Week Ahead - Mon Dieu!

    Nomura – The Week Ahead

    摘要25:13
  19. Global Data Pod Weekender: Stand by your PMIs

    Global Data Pod

    摘要35 min
  20. 摘要
  21. Jeremy Maletz | Money Stuff: The Podcast

    Bloomberg Podcasts

    摘要
  22. Can Xbox Get Back in the Game?

    The Journal.

    摘要24 min
  23. Will High Yields Crack the Market’s Resilience?

    Thoughts on the Market

    摘要00:04:41
  24. 摘要
  25. 摘要
Podwise

每一集新节目 都有摘要。

在 Podwise 关注你的节目,在决定收听前先读每集新节目。