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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. To Hike or Not to Hike

    Thoughts on the Market

    摘要00:11:27
  2. Oracle co-CEO Clay Magourk and OpenAI CEO Sam Altman speak at Oracle AI World event — 10/27/26

    CNBC Television

    摘要
  3. Could the Election Trigger a Market Crash? Bond Market Warning Signs ft. Luke Gromen

    Anthony Crudele

    摘要
  4. Does France Answer to Its Citizens or the Bond Market? | Big Take

    Bloomberg Podcasts

    摘要
  5. Why Ernest Hemingway had a problem with Toronto

    The Next Chapter with Antonio Michael Downing

    摘要00:26:45
  6. Why storytellers come alive when food is on the table

    The Next Chapter with Antonio Michael Downing

    摘要00:53:29
  7. Nate Silver On What the Polls Say — And What His Gut’s Telling Him | The Ezra Klein Show

    The Ezra Klein Show

    摘要
  8. George Friedman on Trump’s “Betrayal” and Europe’s Inaction

    Geopolitical Futures

    摘要
  9. Anthropic's $800 Billion Problem Is Hiding In The Fine Print

    Prof G Markets

    摘要
  10. Wilson Pinpoints Clearing Events as Buying Opportunities

    Bloomberg Television

    摘要
  11. The Macro Minute: Are Markets Underpricing the Coming Wave of Redistributive Policies?

    42 Macro

    摘要
  12. Chris Whalen Says the One Trade Everyone Made Is Now Unwinding

    tastylive

    摘要
  13. Lyn Alden: Bitcoin Has Bottomed - But When Will It Break Out?

    Milk Road

    摘要
  14. Ep. 041 - EMERGENCY: Inside the Anthropic’s S-1 (Tokenomics/ Markets)

    SemiAnalysis

    摘要
  15. vol.1440 从安妮卡森到那些我们热爱的女作家们

    大内密谈

    摘要1 h 45 min
  16. The AI Boom Will Pull Back, Warns Former SEC Chair Gary Gensler

    Bloomberg Podcasts

    摘要
  17. Why Brent Kochuba Calls This a Transient Rally, Not a Real One

    tastylive

    摘要
  18. Macro Insights Livestream, October: Resilient and vulnerable

    DBS

    摘要
  19. Morgan Stanley's Michael Gapen: Fed will likely hold rates on Wednesday

    CNBC Television

    摘要
  20. Former Fed Governor Stephen Miran: The Fed risks overreacting to transitory inflation

    CNBC Television

    摘要
  21. HIDDEN BEAR MARKET? Cem Karsan on Momentum's 40% Drawdown | MONDAY Oct 26 Live Trading

    tastylive

    摘要
  22. "No Signs Of The A.I. Party Slowing Down" | Craig Fuller

    Adam Taggart | Thoughtful Money®

    摘要
  23. Fed Faces a Different Kind of Inflation Problem, Says Kaplan

    Bloomberg Podcasts

    摘要
  24. 5% Rates Are The New Normal — Stop Waiting For Zero!

    Bianco Research

    摘要
  25. BlackRock's Rieder on Global Bonds, AI

    Bloomberg Television

    摘要
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