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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

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    Joe Lonsdale Clips

    摘要
  2. 摘要
  3. 24h Inside the YC Startup Going After Farming’s 60% Labor Bill

    Gabriel Jarrosson | Lobster Capital

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  4. BE 632: How Should You Respond When Coworkers Ask For a Favor?

    Business English from All Ears English

    摘要17 min
  5. 摘要2 h 12 min
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  7. Trump calls for Zelensky to be replaced

    Global News Podcast

    摘要30 min
  8. The Private Equity Playbook Most Small Business Owners Never Get Access To

    Motley Fool Hidden Gems Investing

    摘要20 min
  9. 摘要01:03:27
  10. Episode 246: Carlos Galli

    The Global Lithium Podcast

    摘要01:05:33
  11. 摘要1 h 5 min
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  15. Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)

    Latent Space: The AI Engineer Podcast

    摘要1 h 8 min
  16. ⚡️ Ship AI recap: Agents, Workflows, and Python — w/ Vercel CTO Malte Ubl

    Latent Space: The AI Engineer Podcast

    摘要42 min
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  22. World Models & General Intuition: Khosla's largest bet since LLMs & OpenAI

    Latent Space: The AI Engineer Podcast

    摘要1 h 4 min
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