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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. Is Elon Musk Coming for Verizon?

    Motley Fool Hidden Gems Investing

    摘要19 min
  2. CPI Needs Strong Upside Surprise to Shake Fed, Factors Behind 10-Year Yield Rally

    Schwab Network

    摘要
  3. Philip & Allan Maymin – Compounding Through Risk, Not Return (S7E35)

    Flirting with Models

    摘要01:05:29
  4. The Politics of Powering AI

    Thoughts on the Market

    摘要00:04:41
  5. Bob Hall and Mike Woodford Win the 2026 Economics Nobel

    Platypus Economics with Justin Wolfers

    摘要
  6. America is Running Out of Options… (Emergency Update)

    Bravos Research

    摘要
  7. Singapore PM Lawrence Wong on AI, trade and jobs at DBS Asia Future Forward Conference

    CNA

    摘要
  8. RBI’s Next Options: Dollar Swaps, Import Curbs And More: Sonal Varma Weighs In On Rupee Fall

    NDTV Profit

    摘要
  9. Nate Soares on How AI Really Could Kill Us All | Odd Lots

    Bloomberg Podcasts

    摘要
  10. ‘Reminds Me Of 2008’: The Next Bust & Boom Nobody's Talking About | John Feneck

    David Lin

    摘要
  11. Washington's diesel push rattles allies and markets | Reuters Morning Bid

    Reuters

    摘要
  12. Trump’s Diesel Deal Stirs GOP Unease

    Bloomberg Podcasts

    摘要
  13. Why China Is Building More Power Than It Can Use

    Bloomberg Originals

    摘要
  14. McNally: Oil Market Underappreciates Geopolitical Risk

    Bloomberg Television

    摘要
  15. AI Markups Distorting 'True Earnings Power of S&P,' Says Larry McDonald

    Bloomberg Podcasts

    摘要
  16. Upward Pressure on Yields and Equities | Bloomberg Surveillance

    Bloomberg Podcasts

    摘要
  17. The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On?

    Excess Returns

    摘要
  18. Setting limits on AI exposure: Carlyle's Jason Thomas on the risks for private credit

    CNBC Television

    摘要
  19. OpenAI's Money Problem Is WAY Worse Than You Think

    Eurodollar University

    摘要
  20. Here’s What You Need to Know RE: Fed-Treasury Accord 2.0

    42 Macro

    摘要
  21. AI’s Giant Money Loop Is Feeling Very 2008 | Big Take

    Bloomberg Podcasts

    摘要
  22. The Staggering Costs of a Single Data Center, From Land to Chips

    Bloomberg Podcasts

    摘要
  23. Apollo's Slok on Housing, US Economic Growth, Fed Policy

    Bloomberg Television

    摘要
  24. Gold, Oil, Uranium: Why the Commodity Bull Run Isn’t Over | Merryn Talks Money

    Bloomberg Podcasts

    摘要
  25. 【免费加更】推理的“谜题”，不仅仅只有“凶手是谁”，谜题构筑法Vol.3

    机核兴趣频道

    摘要51 min
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