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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

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  1. #95: Trent Boehm (Stifel FirstEnergy) - Why It’s the Golden Era for Energy Profitability & Creative Deal Making

    The Trevor Rose Podcast

    摘要1 h 6 min
  2. #99: Steve Larke (Topaz Energy) - Capital Discipline vs. Wildcatting, Respecting the Balance Sheet & Why We Need All Forms of Energy

    The Trevor Rose Podcast

    摘要1 h 4 min
  3. #97: Neil Roszell (Headwater Exploration) - The Art of the Sale, 5 Exits & Why Low Prices Can Be an Opportunity

    The Trevor Rose Podcast

    摘要1 h 6 min
  4. #150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

    The Trevor Rose Podcast

    摘要51 min
  5. #176: Brian Hamm (McDaniel) - North America's Largest Oil Resource, 20% Discount Rates & What Makes a Quality Reserve Analysis

    The Trevor Rose Podcast

    摘要57 min
  6. #188: Jim Davidson (Topaz/ATB Financial) - An Optimistic Perspective: 40 Years of Energy Banking and a Few Lessons Learned

    The Trevor Rose Podcast

    摘要52 min
  7. #105: Steve Buytels (Tamarack Valley Energy) - Why to Protect the Balance Sheet, Rose Colored Glasses & Ensuring Capital Discipline

    The Trevor Rose Podcast

    摘要43 min
  8. #200: Marty Staples (Topaz Energy) - Growing to $4 Billion, Win-Win Deals & How a Pandemic IPO Created Opportunity

    The Trevor Rose Podcast

    摘要50 min
  9. #231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North

    The Trevor Rose Podcast

    摘要58 min
  10. #246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater

    The Trevor Rose Podcast

    摘要1 h 3 min
  11. #256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising

    The Trevor Rose Podcast

    摘要1 h 3 min
  12. Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy

    The Trevor Rose Podcast

    摘要44 min
  13. Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D

    The Trevor Rose Podcast

    摘要1 h 2 min
  14. Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival

    The Trevor Rose Podcast

    摘要52 min
  15. Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%

    The Trevor Rose Podcast

    摘要46 min
  16. Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz

    The Trevor Rose Podcast

    摘要41 min
  17. Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market

    The Trevor Rose Podcast

    摘要56 min
  18. Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company

    The Trevor Rose Podcast

    摘要51 min
  19. Chris Carter (NGP) — 38 Years of Energy Private Equity

    The Trevor Rose Podcast

    摘要1 h 16 min
  20. 179.巴伦街智播客：八只不依赖 AI 的成长股

    野格知识贩子

    摘要31 min
  21. The Death Of The Influencer (& The Future Of Creative Work)

    The Koe Cast

    摘要00:26:43
  22. Who was Cleopatra Queen of Egypt?

    History for Kids / History's Not Boring: The Kids History Podcast

    摘要12 min
  23. The New Full-Stack Designer

    Y Combinator

    摘要
  24. E148| Where Does Power Lie Today? Time, Attention, AI w/ Alexander Bard

    Altered States Of Conversation

    摘要02:03:12
  25. On athletic shoes: Olivier Bernhard and Caspar Coppetti

    How I Built This with Guy Raz

    摘要1 h 20 min
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