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How Jensen’s Ties to Alice Huang Fueled $7B+ in China Chip Sales

AI 摘要 Anthropic has lowered its tentative IPO valuation to between $1.26 and $1.4 trillion amid shifting market expectations. Nvidia faces significant regulatory and reputational risk following reports that CEO Jensen Huang’s relationship with a suspected intelligence asset…

  • Anthropic
  • Nvidia
  • GPU (Graphics Processing Unit)

00:45:51English摘要 · 转录

The Memo by Howard Marks

A Layman Thinks About AI

AI 摘要 Artificial intelligence represents a profoundly transformative yet highly unpredictable development for investors, necessitating a shift from simple forecasting to a nuanced assessment of risk and probability. While AI promises to reshape the economy, the path to profitability…

  • Artificial Intelligence (AI)
  • Artificial General Intelligence (AGI)
  • Hyperscalers

00:43:06English摘要 · 转录

Wealthion - Be Financially Resilient

11 09 2026 Steve Hanke x Maggie

AI 摘要 Steve Hanke, professor of applied economics at Johns Hopkins University, warns that unprecedented AI investment—currently exceeding 5% of GDP—constitutes a massive malinvestment bubble. This concentration of capital, which accounts for nearly all recent U.S. GDP growth, risks a…

  • Making Money Work
  • Malinvestment
  • M2

00:49:02English摘要 · 转录

Perform with Dr. Andy Galpin

The Science of Extreme Endurance (Fueling, Strength, Recovery & Mental Toughness) | Ross Edgley

AI 摘要 Ultra-endurance swimming pushes the boundaries of human physiology, requiring a sophisticated interplay between physical capacity and mental resilience. Ross Edgley, an exercise scientist and record-breaking athlete, explains that fatigue is a psychobiological phenomenon where…

  • Psychobiological model of fatigue
  • Rhabdomyolysis
  • Creatine kinase

2 h 27 minEnglish摘要 · 转录

Chat With Traders

336 · Scott Pulcini - I Was the Algorithm Before Algorithms Then I Had to Start Over

AI 摘要 Professional trading requires a disciplined, rules-based approach that prioritizes volume and volatility over static indicators. Scott Pulcini, a veteran trader with over 25 years of experience, emphasizes that modern market edges rely on identifying institutional activity…

  • Reminiscences of a Stock Operator
  • Enhancing Trader Performance
  • Trading in the Zone

1 h 12 minEnglish摘要 · 转录

更多新节目

全部 英文 中文
  1. Is the AI Bubble Popping?

    Motley Fool Hidden Gems Investing

    摘要41 min
  2. How surveillance crept up on us

    Planet Money

    摘要35 min
  3. The Money Problem Fueling France’s Riots

    The Journal.

    摘要21 min
  4. On Rising Bond Yields, Rupee, Forex & More: RBI Governor Sanjay Malhotra At NDTV World Summit

    NDTV Profit

    摘要
  5. No device could prove our theory of gravity wrong... until now

    Veritasium

    摘要
  6. The Macro Minute: What Does Japan’s September CPI Data Mean for Investors?

    42 Macro

    摘要
  7. The AI Trade is Unwinding and Bonds are Soaring. Is This the Turn?

    tastylive

    摘要
  8. Saudi Aramco Said to Order HQ Evacuation, Oil Prices Set for Weekly Gain

    Bloomberg Television

    摘要
  9. NVIDIA GTC Berlin 2026 Keynote With CEO Jensen Huang

    NVIDIA

    摘要
  10. Al bear says we should let OpenAl and Anthropic die

    Yahoo Finance

    摘要
  11. Trump, Zelenskyy, and the Inescapable Ukraine Stalemate

    Geopolitical Futures

    摘要
  12. Nothing broke, 5% is not high, and this is 1998 | Market Hang

    Yahoo Finance

    摘要
  13. Will France blow up the euro zone? | The Economist

    The Economist

    摘要
  14. Oil Pricing Is Going Crazy || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  15. Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals

    Macro Hive

    摘要
  16. October Fed Meeting Preview: A Pause Is Still a Recalibration

    PIMCO U.S.

    摘要
  17. AI Tech Fears Push Global Credit Spreads to 17-Month High

    Bloomberg Podcasts

    摘要
  18. Jeffrey Sherman on AI Debt Issuance and the Stress in Triple C | Bloomberg

    DoubleLine Capital

    摘要
  19. Dudley Sees Fed Likely to Hold With a Hike Coming in December

    Bloomberg Television

    摘要
  20. Rational Dissent Episode 014. Inflation is Still the Problem

    Bianco Research

    摘要
  21. The Only Way Out Is Through | Weekly Roundup

    Forward Guidance

    摘要
  22. Meta Is in SERIOUS Trouble (And Wall Street Is Freaking Out)

    Eurodollar University

    摘要
  23. Why Investors Are Reducing AI Exposure

    Goldman Sachs

    摘要
  24. $2 Trillion Debt Wave To Crush Markets, Economy, Here's When | Michael Howell

    David Lin

    摘要
  25. Oil Prices Could Crash — Diesel Might Not with Rory Johnston and Mikkel Rosenvold

    Real Vision

    摘要
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