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Squawk Pod

Election Day with Bill Ackman & Rahm Emanuel 11/3/26

AI 摘要 Election Day 2026 marks a pivotal moment for the balance of power in Congress, with Democrats aiming to retake the House and potentially the Senate. Rahm Emanuel emphasizes that regardless of the immediate electoral outcome, the party’s success in 2027 hinges on delivering…

  • Midterm Elections
  • Pershing Square
  • Fannie Mae and Freddie Mac

00:50:03English摘要 · 转录

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 Uranium faces a severe structural supply-demand deficit, independent of the artificial intelligence and data center boom. Despite the market's tendency to bundle nuclear energy with AI-related capital expenditure, the fundamental reality remains a persistent shortage of…

  • Uranium
  • Capex
  • Hyperscalers

1 h 5 minEnglish摘要 · 转录

At Any Rate

EM Fixed Income: EM stays sturdy as the hawkish stars align

AI 摘要 Emerging market (EM) fixed income assets demonstrate notable resilience despite significant volatility in equity markets and a hawkish shift in Federal Reserve policy. While rising U.S. real yields and persistent inflation expectations pressure global markets, declining energy…

  • Fed (Federal Reserve)
  • Emerging Markets (EM)
  • Hawkish

20 minEnglish摘要 · 转录

ZOE Science & Nutrition

How to lose weight without feeling hungry - the best method for fat loss without dieting and counting calories | Prof Giles Yeo & Dr Federica Amati

AI 摘要 Weight gain is a complex biological process driven by hormonal signals and genetic predispositions rather than a lack of willpower or personal failure. Genetics influence how the brain regulates appetite, accounting for 40% to 70% of body weight, yet the modern food…

  • Heritability
  • Hedonic hunger
  • Homeostatic hunger

1 h 1 minEnglish摘要 · 转录

Huberman Lab

Essentials: How Emotions & Social Factors Impact Learning | Dr. Mary Helen Immordino-Yang

AI 摘要 Human consciousness and learning emerge from a dynamic, interdependent dialogue between the brain and the body, where physiological survival mechanisms provide the substrate for high-level narrative construction. The ability to form "stories" organizes human experience, evolving…

  • Antonio Damasio
  • Jean Piaget
  • Great Expectations

39 minEnglish摘要 · 转录

Maggie Lake Talking Markets

Episode 86: The Return of the Dollar. With Dale Pinkert

AI 摘要 Market volatility has reached extreme levels, prompting a reassessment of the relationship between bonds, the dollar, and equity performance. Higher yields are increasingly perceived as bullish for stocks, signaling a paradigm shift where bonds return to their traditional role…

  • S&P 500
  • NASDAQ
  • CPI (Consumer Price Index)

00:37:58English摘要 · 转录

更多新节目

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  1. SAM 3: The Eyes for AI — Nikhila & Pengchuan (Meta Superintelligence), ft. Joseph Nelson (Roboflow)

    Latent Space: The AI Engineer Podcast

    摘要1 h 15 min
  2. Steve Yegge's Vibe Coding Manifesto: Why Claude Code Isn't It & What Comes After the IDE

    Latent Space: The AI Engineer Podcast

    摘要37 min
  3. ⚡️GPT5-Codex-Max: Training Agents with Personality, Tools & Trust — Brian Fioca + Bill Chen, OpenAI

    Latent Space: The AI Engineer Podcast

    摘要28 min
  4. [State of AI Startups] Memory/Learning, RL Envs & DBT-Fivetran — Sarah Catanzaro, Amplify

    Latent Space: The AI Engineer Podcast

    摘要29 min
  5. [State of RL/Reasoning] IMO/IOI Gold, OpenAI o3/GPT-5, and Cursor Composer — Ashvin Nair, Cursor

    Latent Space: The AI Engineer Podcast

    摘要45 min
  6. AI Boom or Bust? – #122

    Manifold

    摘要40 min
  7. [State of Post-Training] From GPT-4.1 to 5.1: RLVR, Agent & Token Efficiency — Josh McGrath, OpenAI

    Latent Space: The AI Engineer Podcast

    摘要28 min
  8. [State of Code Evals] After SWE-bench, Code Clash & SOTA Coding Benchmarks recap — John Yang

    Latent Space: The AI Engineer Podcast

    摘要18 min
  9. Artificial Analysis: Independent LLM Evals as a Service — with George Cameron and Micah-Hill Smith

    Latent Space: The AI Engineer Podcast

    摘要1 h 18 min
  10. [State of Evals] LMArena's $1.7B Vision — Anastasios Angelopoulos, LMArena

    Latent Space: The AI Engineer Podcast

    摘要24 min
  11. Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah-Hill Smith

    Latent Space: The AI Engineer Podcast

    摘要1 h 18 min
  12. [NeurIPS Best Paper] 1000 Layer Networks for Self-Supervised RL — Kevin Wang et al, Princeton

    Latent Space: The AI Engineer Podcast

    摘要28 min
  13. Brex’s AI Hail Mary — With CTO James Reggio

    Latent Space: The AI Engineer Podcast

    摘要1 h 13 min
  14. Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith

    Latent Space: The AI Engineer Podcast

    摘要1 h 18 min
  15. Brex’s AI Hail Mary — With CTO James Reggio

    Latent Space: The AI Engineer Podcast

    摘要1 h 13 min
  16. Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay 2

    Latent Space: The AI Engineer Podcast

    摘要1 h 32 min
  17. Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay

    Latent Space: The AI Engineer Podcast

    摘要1 h 32 min
  18. 🔬 Automating Science: World Models, Scientific Taste, Agent Loops — Andrew White

    Latent Space: The AI Engineer Podcast

    摘要1 h 14 min
  19. ⚡️ Prism: OpenAI's LaTeX "Cursor for Scientists" — Kevin Weil & Victor Powell, OpenAI for Science

    Latent Space: The AI Engineer Podcast

    摘要36 min
  20. 🔬 Automating Science: World Models, Scientific Taste, Agent Loops — Andrew White

    Latent Space: The AI Engineer Podcast

    摘要1 h 14 min
  21. The First Mechanistic Interpretability Frontier Lab — Myra Deng & Mark Bissell of Goodfire AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 8 min
  22. 🔬Beyond AlphaFold: How Boltz is Open-Sourcing the Future of Drug Discovery

    Latent Space: The AI Engineer Podcast

    摘要1 h 21 min
  23. Owning the AI Pareto Frontier — Jeff Dean

    Latent Space: The AI Engineer Podcast

    摘要1 h 24 min
  24. Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

    Latent Space: The AI Engineer Podcast

    摘要2 h 4 min
  25. Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

    Latent Space: The AI Engineer Podcast

    摘要55 min
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