Podwise 處理的新節目，隨時可搜尋、瀏覽，並在完整應用中繼續。
在按下播放前，先讀讀每集講了什麼。
AI 摘要 The Federal Reserve’s potential 50 basis point interest rate hike reflects a strategy driven by institutional self-preservation rather than economic stabilization. Recent volatility in the two-year Treasury yield, triggered by Christopher Waller’s hawkish remarks, highlights how…
English摘要 · 逐字稿
AI 摘要 Equities experienced a broad-based rally this week, with all 11 S&P sectors posting gains, led by energy and communication services. Despite this positive momentum, fixed income markets faced significant volatility as the two-year Treasury yield saw its largest weekly move since…
English摘要 · 逐字稿
AI 摘要 Geopolitical instability and its impact on global energy markets define the current economic landscape. The ongoing conflict between Iran and the West, alongside the war in Ukraine, creates significant friction in oil supply chains, keeping WTI prices in an equilibrium range of…
English摘要 · 逐字稿
AI 摘要 Market instability currently stems from a high-volatility, negative-gamma regime characterized by heavy institutional put positioning. Upcoming catalysts—including Nvidia’s earnings, the Anthropic IPO, and VIX expiration—are driving short-term uncertainty, preventing a clear…
English摘要 · 逐字稿
AI 摘要 Nvidia’s recent leadership crisis, triggered by the ousting of CEO Jensen Huang following personal scandals, highlights the critical "key man risk" inherent in the current AI-driven market. While the stock faces significant downward pressure and potential volatility, its…
English摘要 · 逐字稿
AI 摘要 Jensen Huang’s departure from NVIDIA creates profound uncertainty, forcing a reassessment of the company’s long-term strategic trajectory and "key man risk." Bernstein Research analyst Stacy Rasgon highlights that while NVIDIA’s near-term business fundamentals remain robust, the…
English摘要 · 逐字稿
Nessun luogo è lontano
晚点聊 LateTalk
Lenny's Podcast: Product | Career | Growth (private feed for popufig@gmail.com)
Energy Evolution
Cognitive Revolution "How AI Changes Everything"
Chain of Thought | AI Agents, Infrastructure & Engineering
Chain of Thought | AI Agents, Infrastructure & Engineering
Sound School Podcast
Breaking History
The Dispatch Podcast
Reasonably Optimistic
Reasonably Optimistic
The Reason Interview With Nick Gillespie
Sound School Podcast
The Compound and Friends
No Stupid Questions
Freakonomics Radio
Sources with Alex Heath
