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Engineering with Rosie

Will AI Data Centres Break the Grid?

AI 摘要 AI-driven data centers present both a significant threat and a transformative opportunity for the global electricity grid. While rapid growth in computing demand risks overwhelming local infrastructure, the actual number of operational projects will likely be far lower than…

  • Gigawatt (GW)
  • IEA (International Energy Agency)
  • ERCOT (Electric Reliability Council of Texas)

English摘要 · 转录

42 Macro

When and How Should Investors Buy the Dip?

AI 摘要 The current market environment is defined by a cascading sequence of degrossing as buy-side participants aggressively liquidate positions to correct factor exposure errors. This behavioral panic, driven by the desire to protect year-to-date returns, is amplifying fundamental…

  • Degrossing
  • FOMO (Fear of Missing Out)
  • KISS

English摘要 · 转录

Simplify Asset Management

Rates on the Run | Ep. 31 - November 2026

AI 摘要 The October CPI report revealed hotter-than-expected inflation, with headline and core figures rising 0.4% and 0.3% respectively, marking three consecutive months of firm core data. This persistent inflation puts significant pressure on the Federal Reserve to implement a rate…

  • CPI (Consumer Price Index)
  • Federal Reserve (The Fed)
  • Dual Mandate

English摘要 · 转录

Wealthion

Steve Hanke Warns: A Financial Crisis Could Send Stocks Down 40%

AI 摘要 The massive, unprecedented investment in artificial intelligence—currently exceeding 5% of GDP—signals a significant malinvestment bubble that threatens broader market stability. If this bubble bursts, AI stocks could plummet by 70%, potentially triggering a 40% decline in…

  • Making Money Work
  • AI (Artificial Intelligence)
  • Austrian Economics

English摘要 · 转录

AI Explained

Fable 5.2: The Self-Improvement Loop Keeps Loopin’ … (plus Gemini Carbon)

AI 摘要 The rapid evolution of frontier AI models, exemplified by the recent releases of Fable 5.2 and Gemini 4 Carbon, demonstrates that the pace of technological advancement is accelerating rather than plateauing. Performance on benchmarks like the Remote Labor Index has doubled every…

  • Fable 5.2
  • System Card
  • Remote Labor Index

English摘要 · 转录

更多新节目

全部 英文 中文
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    屠龙之术

    摘要02:06:24
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    Domestika English

    摘要
  3. 'New Yorker' cartoonists confess to nightmare kitchens

    Fresh Air

    摘要45 min
  4. Why Instagram Changed Its Mind on Long Form Video

    The Colin and Samir Show

    摘要1 h 12 min
  5. ‘Interviewing my father’: A journalist reflects on making peace with his dad

    Here & Now

    摘要00:09:45
  6. 473. The psychology of clubbing

    The Psychology of your 20s

    摘要43 min
  7. Leaderless student movement wins Serbian election

    Global News Podcast

    摘要28 min
  8. Episode with Han Feizi on China’s economy in 2026

    China Tech Talk

    摘要1 h 2 min
  9. SP. 穿越千年：从玉米神到白银，美洲如何改变了世界？

    中欧基金

    摘要56 min
  10. ⚡ An Eval for AI Scientists That Knows the Answer Key - Ian Quigley, Leash Bio

    Latent Space: The AI Engineer Podcast

    摘要17 min
  11. 美美现场 ｜ 情绪价值的多维Clean：产品干净，关系也要简单干净E01

    美妆内行人

    摘要00:26:26
  12. Unions for climate action! | Payton M. Wilkins (re-release)

    TED Talks Daily

    摘要12:04
  13. The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

    Prof G Markets

    摘要1 h 20 min
  14. #95: Trent Boehm (Stifel FirstEnergy) - Why It’s the Golden Era for Energy Profitability & Creative Deal Making

    The Trevor Rose Podcast

    摘要1 h 6 min
  15. #99: Steve Larke (Topaz Energy) - Capital Discipline vs. Wildcatting, Respecting the Balance Sheet & Why We Need All Forms of Energy

    The Trevor Rose Podcast

    摘要1 h 4 min
  16. #97: Neil Roszell (Headwater Exploration) - The Art of the Sale, 5 Exits & Why Low Prices Can Be an Opportunity

    The Trevor Rose Podcast

    摘要1 h 6 min
  17. #150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

    The Trevor Rose Podcast

    摘要51 min
  18. #176: Brian Hamm (McDaniel) - North America's Largest Oil Resource, 20% Discount Rates & What Makes a Quality Reserve Analysis

    The Trevor Rose Podcast

    摘要57 min
  19. #188: Jim Davidson (Topaz/ATB Financial) - An Optimistic Perspective: 40 Years of Energy Banking and a Few Lessons Learned

    The Trevor Rose Podcast

    摘要52 min
  20. #105: Steve Buytels (Tamarack Valley Energy) - Why to Protect the Balance Sheet, Rose Colored Glasses & Ensuring Capital Discipline

    The Trevor Rose Podcast

    摘要43 min
  21. #200: Marty Staples (Topaz Energy) - Growing to $4 Billion, Win-Win Deals & How a Pandemic IPO Created Opportunity

    The Trevor Rose Podcast

    摘要50 min
  22. #231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North

    The Trevor Rose Podcast

    摘要58 min
  23. #246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater

    The Trevor Rose Podcast

    摘要1 h 3 min
  24. #256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising

    The Trevor Rose Podcast

    摘要1 h 3 min
  25. Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy

    The Trevor Rose Podcast

    摘要44 min
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