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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

全部 英文 中文
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    壮游者|人文旅行声音游记

    摘要1:21:17
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    历史学人

    摘要00:55:43
  3. 'Windows of Opportunity' to End War in Ukraine, SACEUR Says

    Bloomberg Television

    摘要
  4. AI’s First Full Field-Level Disruption

    The AI Daily Brief: Artificial Intelligence News

    摘要
  5. Peter Schiff & Grant Cardone Debate Housing Crash Vs. Economic Boom

    David Lin

    摘要
  6. Could We Create Artificial Universes?

    Isaac Arthur

    摘要
  7. Freud And Jung Explain Why

    Jordan B Peterson

    摘要
  8. DeepSeek Solved AI’s Memory Problem

    Two Minute Papers

    摘要
  9. Dana Samuelson: Surviving The Great Debasement

    Peak Prosperity

    摘要
  10. How Life May Have Started on Earth 4.33 Billion Years Ago

    Anton Petrov

    摘要
  11. Europe has a problem!

    Just Have a Think

    摘要
  12. Oil Crisis Escalates: When Does Iran War End? | Richard Wolff

    David Lin

    摘要
  13. 90% Market Crash and the Only Thing That Could Survive | David B. Collum

    Resource Talks

    摘要
  14. Money Printing Is Back: Gold & Silver Could Soar | Tavi Costa

    Liberty and Finance

    摘要
  15. Saudi Airport Attack Kills 12 as Conflict Escalates

    Bloomberg Podcasts

    摘要
  16. Trump’s Russian diesel deal won’t change US oil markets much: Analysis

    Al Jazeera English

    摘要
  17. Trade Wars, Fighting Corruption and Rethinking Globalization | Leaders with Francine Lacqua

    Bloomberg Originals

    摘要
  18. Jim Welsh Says This One Yield Level Could Break the Whole Market

    tastylive

    摘要
  19. Trump’s Russian Diesel Deal Has a BIG Problem

    Professor Gerdes Explains 🇺🇦

    摘要
  20. Trump Makes a Deal With Putin—Then His Own Side Pushes Back

    Professor Gerdes Explains 🇺🇦

    摘要
  21. Trump Started One War. Now He’s Helping Fund Another | Tina Fordham

    Pyotr Kurzin | Geopolitics

    摘要
  22. The 10-Year Hit 5.35%. OpenAI Came Up $20 Billion Short. So Why Is Nobody Buying Puts?

    Excess Returns

    摘要
  23. Former US Envoy Warns of Wider Middle East Conflict

    Bloomberg Podcasts

    摘要
  24. David Brooks and Shelly Kagan Debate Morality and Materialism

    The Atlantic

    摘要
  25. Big Banks Face Test as Earnings Season Begins

    Bloomberg Podcasts

    摘要
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