Podwise 处理的新节目，随时可搜索、浏览，并在完整应用中继续。
在按下播放前，先读读每集讲了什么。
AI 摘要 Xi Jinping has consolidated absolute power following the recent Party Congress, transitioning China into a one-man dictatorship that mirrors the isolation of the Mao era. By systematically purging independent thinkers and institutional power brokers, Xi has hollowed out the…
English摘要 · 转录
AI 摘要 Hedge funds faced a historic period of underperformance in October as diverse strategies failed simultaneously, highlighting the systemic risks of crowded trades and high leverage. The industry’s reliance on "multi-strat" models, which were designed to provide uncorrelated…
English摘要 · 转录
AI 摘要 The November 10th market session demonstrated unexpected resilience as equity markets, particularly the Nasdaq, rebounded from an initial sell-off triggered by stronger-than-expected CPI data. While bonds suffered their first significant decline in a month and the dollar…
English摘要 · 转录
AI 摘要 The 60th anniversary celebration of the National Committee on U.S.-China Relations highlights the enduring necessity of bilateral dialogue amidst a period of strategic transition. U.S. Treasury Secretary Scott Bessent advocates for a policy of de-risking rather than decoupling,…
English摘要 · 转录
AI 摘要 The bond market is currently pricing in Federal Reserve policy risk rather than genuine economic expansion or sustained inflation. Despite recent payroll gains and core CPI surprises, the yield curve’s unique shape—steep at the front and flat at the back—indicates that market…
English摘要 · 转录
AI 摘要 High stock market valuations, currently exceeding dot-com bubble peaks at 34.2 times corporate profits, are poor predictors of imminent recessions. Historical data reveals that recessions began within a year only 11% of the time during high-valuation periods, compared to 17%…
English摘要 · 转录
UV相对论
The Daily
Der Hypnose Podcast der Milton H. Erickson Gesellschaft
Economist Podcasts
Mike Schmitz
60 Minutes Australia
Brian Windhorst & The Hoop Collective
The a16z Show
On with Kara Swisher
Round Table China
Call Me Back - with Dan Senor
Capital Allocators – Inside the Institutional Investment Industry
Story Pirates
Forever Ago
Circle Round
