Podwise 处理的新节目，随时可搜索、浏览，并在完整应用中继续。
在按下播放前，先读读每集讲了什么。
AI 摘要 AI infrastructure faces a significant risk of oversupply as massive capital expenditure outpaces real-world demand, potentially triggering a market correction. While semiconductors and data centers have experienced a speculative surge, long-term value resides with hyperscalers…
55 minEnglish摘要 · 转录
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…
00:45:51English摘要 · 转录
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…
00:43:06English摘要 · 转录
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…
00:49:02English摘要 · 转录
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…
2 h 27 minEnglish摘要 · 转录
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…
1 h 12 minEnglish摘要 · 转录
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Round Table China
Round Table China
Up First from NPR
The a16z Show
The Ezra Klein Show
Stuff You Should Know
Learning English Conversations
The Game with Alex Hormozi
Masters of Scale
Prof G Markets
Hedgeye Podcasts
99% Invisible
Invest Like the Best with Patrick O'Shaughnessy
Death, Sex & Money
