跳到主要内容

最新播客 知识。

Podwise 处理的新节目，随时可搜索、浏览，并在完整应用中继续。

刚刚摘要

在按下播放前，先读读每集讲了什么。

Goldman Sachs

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

AI 摘要 A hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations by forcing a re-evaluation of the Federal Reserve’s reaction function and introducing the possibility of 50-basis-point hikes. Muhammad Qubbaj, co-head of North American…

  • CPI (Consumer Price Index)
  • The Fed (Federal Reserve)
  • Basis Points

English摘要 · 转录

Excess Returns

The Mag Seven Paid Out 90% of Earnings. Now It’s 28%. What Happens If AI Spending Slows?

AI 摘要 Market participants are currently navigating a transition where the AI-driven capital expenditure boom faces scrutiny, forcing a re-evaluation of financial models and valuations. While earnings growth remains robust, investors are increasingly cautious about paying for peak…

  • Magnificent Seven
  • CAPEX (Capital Expenditure)
  • Fed Model

English摘要 · 转录

Bloomberg Television

Ed Morse Says Oil Can Drop to $50 a Barrel

AI 摘要 Global oil markets are experiencing a significant structural shift as the oil intensity of global GDP continues to decline, contrasting sharply with the 1970s energy crises when oil demand outpaced economic growth. Edward Morse, senior advisor at Hartree Partners and former…

  • Brent Crude
  • Hartree Partners
  • OPEC

English摘要 · 转录

Bianco Research

Rational Dissent Episode 017. Leave the 25, Take the Cannoli

AI 摘要 The Federal Reserve faces a critical policy inflection point as sticky inflation data, with core CPI rising at a 3.75% annualized rate, forces a shift in market expectations toward further interest rate hikes. With the Fed Chair providing limited forward guidance, market…

  • CPI (Consumer Price Index)
  • Fed (Federal Reserve)
  • Basis points

English摘要 · 转录

CNBC Television

Squawk Pod: Treasury Secretary Bessent: ‘F’ the Iranian leadership - 11/13/26 | Audio Only

AI 摘要 Nvidia CEO Jensen Huang’s sudden ouster has triggered a corporate and geopolitical crisis, marked by allegations of unauthorized chip sales to Chinese entities through shell companies like MegaSpeed. This scandal has intensified scrutiny on U.S. export controls, with Treasury…

  • The Nvidia Way
  • Blackwell
  • Operation Economic Outcast

English摘要 · 转录

Eurodollar University

Commodity Markets Are Preparing for Something

AI 摘要 Copper prices are correcting from record highs, signaling that market optimism regarding an AI-driven commodity super cycle is fading. While supply-side factors—such as tariff-induced inventory hoarding in the U.S. and constrained production—remain significant, they are being…

  • Copper
  • Artificial Intelligence (AI)
  • Data Centers

English摘要 · 转录

更多新节目

全部 英文 中文
  1. Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion

    Monetary Matters with Jack Farley

    摘要1 h 12 min
  2. John Mackey, Whole Foods Market

    David Senra

    摘要1 h 41 min
  3. The Abdominal Exam in Children

    Pediatric Emergency Playbook

    摘要27:39
  4. Should you be ‘poop maxxing’? | Scientific American

    Scientific American

    摘要
  5. Will AI Really Kill Us All? | Harper Reed & John Borthwick

    Hidden Forces

    摘要01:35:22
  6. Fontanelle Facts

    Pediatric Emergency Playbook

    摘要17:06
  7. The Newborn and Infant Neuro Exam

    Pediatric Emergency Playbook

    摘要25:49
  8. The Grant Williams Podcast Ep. 133 - Ian Cassel

    The Grant Williams Podcast

    摘要30 min
  9. Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

    All-In Podcast

    摘要
  10. Inside an elite Ukrainian drone unit: a special report | The Economist

    The Economist

    摘要
  11. 315. Why we should all care about Japan’s rising rates

    The Rest Is Money

    摘要1 h 0 min
  12. Anthropic’s New Model, the Robot Economy and Apple Health | Bloomberg Tech

    Bloomberg Podcasts

    摘要
  13. Gita Gopinath on Trade, Currencies, and Economic Transformation

    Conversations with Tyler

    摘要
  14. US Economic Outlook amid Fed Tightening | Bloomberg Surveillance

    Bloomberg Podcasts

    摘要
  15. The 5% yield | Reuters Econ World

    Reuters

    摘要
  16. Understanding Trump's 2026 UNGA Speech

    Council on Foreign Relations

    摘要
  17. Mark Skousen: Why He's Still 100% Invested at All-Time Highs

    Wealthion - Be Financially Resilient

    摘要47 min
  18. Fed Rate Hike: Opportunity or Risk for EM? | UBS Trending

    UBS

    摘要
  19. We’re in a Debt Bubble — And the Pressure Is Building.

    Wealthion - Be Financially Resilient

    摘要31 min
  20. Why tokenization is gaining momentum

    Making Sense

    摘要19 min
  21. The Market Is Betting On Resolution With Iran & China

    LaDucTrading

    摘要
  22. Episode 72: Is The Pain Trade Higher? With Tommy Thornton.

    Maggie Lake Talking Markets

    摘要00:36:25
  23. Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference

    At Any Rate

    摘要13 min
  24. Nasdaq record, Ray Dalio's bubble warning, and Gary Cohn on regulating AI | Sozzi Unleashed

    Yahoo Finance

    摘要
  25. Playing the rise in oil and yields: Here's what you need to know

    CNBC Television

    摘要
Podwise

每一集新节目 都有摘要。

在 Podwise 关注你的节目，在决定收听前先读每集新节目。

免费开始 在 Podwise 里发现更多