跳到主要内容

最新播客 知识。

Podwise 处理的新节目，随时可搜索、浏览，并在完整应用中继续。

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. Satya Nadella: Whether to Trust Frontier Models | Why Companies Need to Own Their Own Intelligence

    20VC with Harry Stebbings

    摘要
  2. Brazil’s left-wing president wins historic fourth term | Ian Bremmer's Quick Take

    GZERO Media

    摘要
  3. Former Fed Vice Chair Richard Clarida: We expect one more rate hike at the December meeting

    CNBC Television

    摘要
  4. Marathon Asset Management CEO Bruce Richards Talks Anticipated Anthropic IPO | Bloomberg Talks

    Bloomberg Podcasts

    摘要
  5. The Vol Market Just Flipped From Calm to Flashing Red

    tastylive

    摘要
  6. AI Agents Are Already Changing the Price of Goods | Odd Lots

    Bloomberg Podcasts

    摘要
  7. Data Centers: A Necessary Evil...Kinda || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  8. Mark Cuban: The Brutal Truth About The Next Market Crash!

    The Diary Of A CEO

    摘要
  9. Markets Have 'Misunderstanding' of Warsh Fed, Says Axel Merk

    Bloomberg Podcasts

    摘要
  10. Meta wants $95 billion, and tech credit is the most stressed since 2022 | Sozzi Unleashed

    Yahoo Finance

    摘要
  11. Are We Already in Inning One of a Secular Bear Market?

    42 Macro

    摘要
  12. Anthropic Flags ‘Existential Risks’ in Long-Awaited IPO Filing | Bloomberg Intelligence

    Bloomberg Podcasts

    摘要
  13. ‘Marching Towards Default’: Market’s Weakest Link Revealed | David Busch

    David Lin

    摘要
  14. Is AI’s Business Model Starting to Crack? Merryn Talks Money

    Bloomberg Podcasts

    摘要
  15. Pros Hold Ungodly Cash. The Debt Isn't the Crisis. Why Buy an IPO at 100 Times Sales?

    Excess Returns

    摘要
  16. Airlines Just Sent a TERRIFYING Warning About the Economy

    Eurodollar University

    摘要
  17. Sherman Says: Show Me the Math on AI

    DoubleLine Capital

    摘要
  18. Why AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold | Macro Mondays

    Real Vision

    摘要
  19. Murder, Drugs and Cover-Ups: Military Insider Exposes the Criminal Cartel Within the US Navy SEALs

    The Tucker Carlson Show

    摘要1 h 45 min
  20. Stopping the Steal with Eric Holder

    Pod Save America

    摘要1 h 12 min
  21. Spy Thriller

    UnJustified

    摘要00:56:40
  22. #771 - Millions on Amazon, Shopify, & TikTok Shop

    Serious Sellers Podcast: Learn How To Sell On Amazon FBA & Walmart

    摘要33 min
  23. Lula Defeats Bolsonaro in Brazil, Netanyahu's Nuke Post, and Trump Hits On Nicki Minaj | The Tom Bilyeu Show

    Tom Bilyeu's Impact Theory

    摘要01:49:56
  24. HOW TO MAKE MONEY AS FASHION ILLUSTRATOR| 4 tips in 2022 #fashionillustration #fashionillustrator

    Rongrong DeVoe Fashion Illustration

    摘要
  25. Jessica Durrant on her own Muse, becoming a full time artist and the real meaning behind her work

    Lauren Sunday

    摘要
Podwise

每一集新节目 都有摘要。

在 Podwise 关注你的节目，在决定收听前先读每集新节目。

免费开始 在 Podwise 里发现更多