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Squawk Pod

Election Day with Bill Ackman & Rahm Emanuel 11/3/26

AI 摘要 Election Day 2026 marks a pivotal moment for the balance of power in Congress, with Democrats aiming to retake the House and potentially the Senate. Rahm Emanuel emphasizes that regardless of the immediate electoral outcome, the party’s success in 2027 hinges on delivering…

  • Midterm Elections
  • Pershing Square
  • Fannie Mae and Freddie Mac

00:50:03English摘要 · 转录

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 Uranium faces a severe structural supply-demand deficit, independent of the artificial intelligence and data center boom. Despite the market's tendency to bundle nuclear energy with AI-related capital expenditure, the fundamental reality remains a persistent shortage of…

  • Uranium
  • Capex
  • Hyperscalers

1 h 5 minEnglish摘要 · 转录

At Any Rate

EM Fixed Income: EM stays sturdy as the hawkish stars align

AI 摘要 Emerging market (EM) fixed income assets demonstrate notable resilience despite significant volatility in equity markets and a hawkish shift in Federal Reserve policy. While rising U.S. real yields and persistent inflation expectations pressure global markets, declining energy…

  • Fed (Federal Reserve)
  • Emerging Markets (EM)
  • Hawkish

20 minEnglish摘要 · 转录

ZOE Science & Nutrition

How to lose weight without feeling hungry - the best method for fat loss without dieting and counting calories | Prof Giles Yeo & Dr Federica Amati

AI 摘要 Weight gain is a complex biological process driven by hormonal signals and genetic predispositions rather than a lack of willpower or personal failure. Genetics influence how the brain regulates appetite, accounting for 40% to 70% of body weight, yet the modern food…

  • Heritability
  • Hedonic hunger
  • Homeostatic hunger

1 h 1 minEnglish摘要 · 转录

Huberman Lab

Essentials: How Emotions & Social Factors Impact Learning | Dr. Mary Helen Immordino-Yang

AI 摘要 Human consciousness and learning emerge from a dynamic, interdependent dialogue between the brain and the body, where physiological survival mechanisms provide the substrate for high-level narrative construction. The ability to form "stories" organizes human experience, evolving…

  • Antonio Damasio
  • Jean Piaget
  • Great Expectations

39 minEnglish摘要 · 转录

Maggie Lake Talking Markets

Episode 86: The Return of the Dollar. With Dale Pinkert

AI 摘要 Market volatility has reached extreme levels, prompting a reassessment of the relationship between bonds, the dollar, and equity performance. Higher yields are increasingly perceived as bullish for stocks, signaling a paradigm shift where bonds return to their traditional role…

  • S&P 500
  • NASDAQ
  • CPI (Consumer Price Index)

00:37:58English摘要 · 转录

更多新节目

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  1. Shopify’s AI Phase Transition: 2026 Usage Explosion, Unlimited Opus-4.6 Token Budget, Tangle, Tangent, SimGym — with Mikhail Parakhin, Shopify CTO

    Latent Space: The AI Engineer Podcast

    摘要1 h 12 min
  2. The Autonomous Drone Tech Stack & Economics of Drones — Yaroslav Azhnyuk, The Fourth Law & Guest Host Noah Smith, Noahpinion

    Latent Space: The AI Engineer Podcast

    摘要1 h 59 min
  3. 🔬Doing Vibe Physics — Alex Lupsasca, OpenAI

    Latent Space: The AI Engineer Podcast

    摘要1 h 32 min
  4. Railway: The Agent-Native Cloud — Jake Cooper

    Latent Space: The AI Engineer Podcast

    摘要1 h 29 min
  5. Why Read with the Tarot de Marseille

    The Art of Divination with Z. Mann Zilla

    摘要29 min
  6. Why Video Agent models are next — Ethan He, xAI Grok Imagine

    Latent Space: The AI Engineer Podcast

    摘要1 h 43 min
  7. Giving Agents Computers — Ivan Burazin, Daytona

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  8. The Age of Async Agents — Cognition's Walden Yan & OpenInspect's Cole Murray

    Latent Space: The AI Engineer Podcast

    摘要1 h 8 min
  9. 🔬ESM: The Bitter Lesson is Coming for Proteins - Alex Rives, BioHub

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  10. GitHub's plan for Agents — Kyle Daigle, GitHub

    Latent Space: The AI Engineer Podcast

    摘要1 h 23 min
  11. Reality: The Final Eval — Lukas Petersson and Axel Backlund of Andon Labs

    Latent Space: The AI Engineer Podcast

    摘要1 h 16 min
  12. 🔬 The Self-Driving Lab — Joseph Krause, Radical AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 17 min
  13. The Professor of Outputmaxxing — Anjney Midha, AMP

    Latent Space: The AI Engineer Podcast

    摘要59 min
  14. Red-Teaming after Mythos — Zico Kolter & Matt Fredrikson, Gray Swan

    Latent Space: The AI Engineer Podcast

    摘要1 h 6 min
  15. 🔬 The Coolest Diffusion Research Isn't in LLMs — Evan Feinberg & Sergey Edunov, Genesis Molecular AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 49 min
  16. Why the Frontier Ecosystem must be Open — Matei Zaharia and Reynold Xin, Databricks

    Latent Space: The AI Engineer Podcast

    摘要1 h 9 min
  17. AI Round-up: Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check

    Unsupervised Learning: With Jacob Effron

    摘要1 h 17 min
  18. 🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences

    Latent Space: The AI Engineer Podcast

    摘要1 h 41 min
  19. 🔬Causal Models Need Causal Data - Xaira’s X-Cell model for Drug Discovery (Bo Wang & Ci Chu, Chief Discovery Officer & Chief AI Scientist)

    Latent Space: The AI Engineer Podcast

    摘要1 h 30 min
  20. China Expert: AI Race, Key Policy Decisions & Unpacking Geopolitical Chip Tension

    Unsupervised Learning: With Jacob Effron

    摘要1 h 10 min
  21. 🔬The BioAI Phase Shift - Matthew McPartlon & Neil Patil, Chai Discovery

    Latent Space: The AI Engineer Podcast

    摘要1 h 35 min
  22. Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

    Latent Space: The AI Engineer Podcast

    摘要1 h 9 min
  23. Jev: System One models for Prod, not God — with Diogo Almeida, CEO, TypeSafe AI

    Latent Space: The AI Engineer Podcast

    摘要2 h 21 min
  24. Simulation: the new Scaling Law — Joon Sung Park, Simile AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  25. 🔬“We have foundation models for language, not for physics” — Anima Anandkumar, Bren Professor of Computing

    Latent Space: The AI Engineer Podcast

    摘要1 h 24 min
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