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刚刚摘要

在按下播放前，先读读每集讲了什么。

Zeihan on Geopolitics

China's Power Vacuum Worsens || Peter Zeihan

AI 摘要 Xi Jinping has consolidated absolute power following the recent Party Congress, transitioning China into a one-man dictatorship that mirrors the isolation of the Mao era. By systematically purging independent thinkers and institutional power brokers, Xi has hollowed out the…

  • Party Congress
  • Mao Zedong
  • Deng Xiaoping

English摘要 · 转录

Bloomberg Podcasts

The Perfect Storm That Clobbered Hedge Funds | Odd Lots

AI 摘要 Hedge funds faced a historic period of underperformance in October as diverse strategies failed simultaneously, highlighting the systemic risks of crowded trades and high leverage. The industry’s reliance on "multi-strat" models, which were designed to provide uncorrelated…

  • Multi-strategy hedge funds
  • Gamma
  • CTA (Commodity Trading Advisor)

English摘要 · 转录

Crowded Market Report

Hot CPI Crashes Bonds! Is The Nvidia Dip A Trap?

AI 摘要 The November 10th market session demonstrated unexpected resilience as equity markets, particularly the Nasdaq, rebounded from an initial sell-off triggered by stronger-than-expected CPI data. While bonds suffered their first significant decline in a month and the dollar…

  • CPI (Consumer Price Index)
  • Bonds
  • Nasdaq

English摘要 · 转录

DWS News

FULL EVENT: Scott Bessent Addresses US-China Trade Relations Ahead Of Crucial APEC Summit | AC14

AI 摘要 The 60th anniversary celebration of the National Committee on U.S.-China Relations highlights the enduring necessity of bilateral dialogue amidst a period of strategic transition. U.S. Treasury Secretary Scott Bessent advocates for a policy of de-risking rather than decoupling,…

  • National Committee on U.S.-China Relations
  • Schwarzman Scholars
  • Track II Dialogue

English摘要 · 转录

Eurodollar University

You Won’t Believe What the Bond Market Just Did

AI 摘要 The bond market is currently pricing in Federal Reserve policy risk rather than genuine economic expansion or sustained inflation. Despite recent payroll gains and core CPI surprises, the yield curve’s unique shape—steep at the front and flat at the back—indicates that market…

  • Federal Reserve (Fed)
  • Yield Curve
  • CPI (Consumer Price Index)

English摘要 · 转录

EPB Research

Stocks Are Pricier Than the 2000 Peak — Should You Worry?

AI 摘要 High stock market valuations, currently exceeding dot-com bubble peaks at 34.2 times corporate profits, are poor predictors of imminent recessions. Historical data reveals that recessions began within a year only 11% of the time during high-valuation periods, compared to 17%…

  • Dot-com bubble
  • S&P 500
  • Shiller-CAPE ratio

English摘要 · 转录

更多新节目

全部 英文 中文
  1. How bots are overtaking humans on the internet

    The Indicator from Planet Money

    摘要9 min
  2. Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)

    Capital Allocators with Ted Seides

    摘要1 h 12 min
  3. Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)

    Capital Allocators with Ted Seides

    摘要47 min
  4. DIY Training Camps: The Missing Piece in Your Ultra Prep

    CTS Ultrarunning Podcast

    摘要11 min
  5. The 50K Training Hierarchy

    CTS Ultrarunning Podcast

    摘要16 min
  6. ON MUSK Episode One: Genius

    The Builders

    摘要32 min
  7. My ’90s – NICK GRIMSHAW – “I saw Beckham and knew I was gay”

    Talk ’90s to me

    摘要1 h 4 min
  8. Trouble with Hubble: 4. Once in human history

    13 Minutes: Trouble with Hubble

    摘要41 min
  9. Coming Soon! The Builders

    The Builders

    摘要2 min
  10. If China's exports are booming, why are consumers struggling?

    The Documentary Podcast

    摘要20 min
  11. President Zelenskyy: Peace Is A Huge Compromise, The Horrific Atrocities Of Russian War Crimes!

    The Diary Of A CEO with Steven Bartlett

    摘要1 h 50 min
  12. 095 | 2026中期选举前瞻 Midterms Preview

    美轮美换 The American Roulette

    摘要1:53:02
  13. The Deathbed Doctor: Modern Hospitals Are Destroying Your Final Days!

    The Diary Of A CEO with Steven Bartlett

    摘要1 h 23 min
  14. Brazil's President Lula defeats Bolsonaro

    Global News Podcast

    摘要27 min
  15. 对话Nauk Nauk姚旭：Z世代拒绝表演，AI成了情绪出口

    硅基立场

    摘要2 h 19 min
  16. The Evolution of AI and Creativity: Yuval Noah Harari × Hikaru Utada / AIの進化と創造性【ユヴァル・ノア・ハラリ×宇多田ヒカル】

    NewsPicks /ニューズピックス

    摘要1 h 7 min
  17. #413 ‒ The neuroscience of emotion: challenging conventional theories of emotion, how the brain predicts and constructs our experiences, and gaining greater control over how we feel | Lisa Feldman Barrett, Ph.D.

    The Peter Attia Drive

    摘要02:34:05
  18. Crypto Scams, Dopamine Websites, Tasteful Slop & Vape Shop Energy - Rabbit Hole #6 - #1168

    Modern Wisdom

    摘要2 h 8 min
  19. Mark Cuban: The Next Market Crash Is Where The Real Money Is Made!

    The Diary Of A CEO with Steven Bartlett

    摘要1 h 31 min
  20. AEE 2710: Should You Tell Someone They're Aging Like a Fine Wine?

    All Ears English Podcast

    摘要26 min
  21. Carlo Ratti

    Scaffold

    摘要27:12
  22. The Good News About 0-3

    Warriors Plus Minus: A show about the Golden State Warriors

    摘要37 min
  23. Martin Wolf on the US midterms: What’s at stake for the world?

    FT News Briefing

    摘要31:48
  24. 马斯克使坏？泽连斯基勒索？围绕着乌克兰星链的恩恩怨怨

    悉尼奶爸 Sydney DaDDy 雪梨奶爸

    摘要1 h 44 min
  25. “历史学的本质是求真 可我却一直在说谎”｜一个95后中国人的思想史｜大声来信②

    大聲姐和朋友們

    摘要47 min
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