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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. Legendary investor Paul Tudor Jones: 2027 is going to be really challenging for the stock market

    CNBC Television

    摘要
  2. Liz Ann Sonders on "Casino-Like" Market, SPX Growth Concentration, CPI & PPI Preview

    Schwab Network

    摘要
  3. Morgan Stanley's Wilson on Midterm Elections, Fed Policy, Bond Volatility

    Bloomberg Television

    摘要
  4. Brent Kochuba Says Stop Selling Options. The Premium Isn’t Worth the Risk Here.

    tastylive

    摘要
  5. In Full: Blackstone's Gray on India's Modi, AI Buildout

    Bloomberg Television

    摘要
  6. Nvidia Is Bankrolling The AI Boom — What Could Go Wrong?

    Prof G Markets

    摘要
  7. Bond Market Reckoning: Why Your Money Is Next | Tavi Costa

    David Lin

    摘要
  8. RBI To Hike Rates 2–3 More Times To 6.25%? Gaura Sengupta's Big Warning On Inflation & Rupee Crisis

    NDTV Profit

    摘要
  9. Where Chinese Exports Are Gaining the Most Market Share

    Goldman Sachs

    摘要
  10. Saudi Arabia Reports Fresh Attacks as Wider Conflict Could Push Oil to $120

    Bloomberg Television

    摘要
  11. AI Labs Warn Race Makes Breach ‘Inevitable’

    AI Explained

    摘要
  12. EP-120 KBW 与 TOKEN2049 见闻分享：会场之外更精彩？

    吴说不加密播客

    摘要00:46:56
  13. Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

    All-In with Chamath, Jason, Sacks & Friedberg

    摘要25 min
  14. Why Are China’s Exports Surging Despite a Weak Economy? | Charlene Chu

    Market Insider

    摘要
  15. Fed's Williams Says One More Rate Hike This Year Is Appropriate

    Bloomberg Podcasts

    摘要
  16. Bank of England's Megan Greene on rates, energy, and inflation

    AtlanticCouncil

    摘要
  17. Bloomberg Businessweek Daily Podcast: Trump-Putin Diesel Deal

    Bloomberg Podcasts

    摘要
  18. Fed’s Christopher Waller Talks Higher Yields, Inflation | Bloomberg Talks

    Bloomberg Podcasts

    摘要
  19. No Relief Until 2027—Then Stocks Face Reset | Peter Berezin

    David Lin

    摘要
  20. World Economic Outlook Press Briefing | October 2026

    IMF

    摘要
  21. We're Back to Normal Rates, Says Ed Yardeni

    Bloomberg Podcasts

    摘要
  22. It's A New World Order For Markets | Cameron Dawson

    Adam Taggart | Thoughtful Money®

    摘要
  23. AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

    Excess Returns

    摘要
  24. Jeffrey Sherman: Throw Away the Post-GFC Playbook | Insightful Investor Podcast

    DoubleLine Capital

    摘要
  25. Global Financial Stability Report Press Briefing | October 2026

    IMF

    摘要
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