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Squawk Pod

Election Day with Bill Ackman & Rahm Emanuel 11/3/26

AI 摘要 Election Day 2026 marks a pivotal moment for the balance of power in Congress, with Democrats aiming to retake the House and potentially the Senate. Rahm Emanuel emphasizes that regardless of the immediate electoral outcome, the party’s success in 2027 hinges on delivering…

  • Midterm Elections
  • Pershing Square
  • Fannie Mae and Freddie Mac

00:50:03English摘要 · 逐字稿

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 Uranium faces a severe structural supply-demand deficit, independent of the artificial intelligence and data center boom. Despite the market's tendency to bundle nuclear energy with AI-related capital expenditure, the fundamental reality remains a persistent shortage of…

  • Uranium
  • Capex
  • Hyperscalers

1 h 5 minEnglish摘要 · 逐字稿

At Any Rate

EM Fixed Income: EM stays sturdy as the hawkish stars align

AI 摘要 Emerging market (EM) fixed income assets demonstrate notable resilience despite significant volatility in equity markets and a hawkish shift in Federal Reserve policy. While rising U.S. real yields and persistent inflation expectations pressure global markets, declining energy…

  • Fed (Federal Reserve)
  • Emerging Markets (EM)
  • Hawkish

20 minEnglish摘要 · 逐字稿

ZOE Science & Nutrition

How to lose weight without feeling hungry - the best method for fat loss without dieting and counting calories | Prof Giles Yeo & Dr Federica Amati

AI 摘要 Weight gain is a complex biological process driven by hormonal signals and genetic predispositions rather than a lack of willpower or personal failure. Genetics influence how the brain regulates appetite, accounting for 40% to 70% of body weight, yet the modern food…

  • Heritability
  • Hedonic hunger
  • Homeostatic hunger

1 h 1 minEnglish摘要 · 逐字稿

Huberman Lab

Essentials: How Emotions & Social Factors Impact Learning | Dr. Mary Helen Immordino-Yang

AI 摘要 Human consciousness and learning emerge from a dynamic, interdependent dialogue between the brain and the body, where physiological survival mechanisms provide the substrate for high-level narrative construction. The ability to form "stories" organizes human experience, evolving…

  • Antonio Damasio
  • Jean Piaget
  • Great Expectations

39 minEnglish摘要 · 逐字稿

Maggie Lake Talking Markets

Episode 86: The Return of the Dollar. With Dale Pinkert

AI 摘要 Market volatility has reached extreme levels, prompting a reassessment of the relationship between bonds, the dollar, and equity performance. Higher yields are increasingly perceived as bullish for stocks, signaling a paradigm shift where bonds return to their traditional role…

  • S&P 500
  • NASDAQ
  • CPI (Consumer Price Index)

00:37:58English摘要 · 逐字稿

更多新節目

全部 英文 中文
  1. 🔬 An Oscar, Two Asteroids, and the Algorithm in Your sklearn: John Platt on AI for Science

    Latent Space: The AI Engineer Podcast

    摘要2 h 1 min
  2. Edwin Chen: Why Frontier Labs Are Diverging, RL Environments & Developing Model Taste

    Unsupervised Learning: With Jacob Effron

    摘要48 min
  3. Runway’s WorldPrompt and the Engineering of Real-Time Worlds

    Latent Space: The AI Engineer Podcast

    摘要1 h 36 min
  4. 🔬Bio-security is an AI Arms Race - Eric Nguyen (CEO, Radical Numerics)

    Latent Space: The AI Engineer Podcast

    摘要1 h 32 min
  5. AI Vibe Check: The Actual Bottleneck In Research, SSI’s Mystique, & Spicy 2026 Predictions

    Unsupervised Learning: With Jacob Effron

    摘要1 h 18 min
  6. Claude Code’s Next Era — Thariq Shihipar, Anthropic

    Latent Space: The AI Engineer Podcast

    摘要1 h 32 min
  7. Academia is for Ambition — Alex Zhang, MIT

    Latent Space: The AI Engineer Podcast

    摘要1 h 41 min
  8. Why Dwarkesh is Wrong about Computer Use + How OpenAI shipped its Jev competitor in 1 Week

    Latent Space: The AI Engineer Podcast

    摘要39 min
  9. Synthesis Superintelligence: from Semiconductors to Superconductors — Periodic Labs’ Liam Fedus and Ekin Dogus Cubuk

    Latent Space: The AI Engineer Podcast

    摘要1 h 24 min
  10. The Most Unexpected Breakout Category in AI

    Unsupervised Learning: With Jacob Effron

    摘要55 min
  11. Owning the System of Record, Building as Models Improve, & Why ITSM is Vulnerable

    Unsupervised Learning: With Jacob Effron

    摘要54 min
  12. Why AlphaFold Didn't Solve Protein Folding — Pushmeet Kohli, Google DeepMind & Sal Candido, Biohub

    Latent Space: The AI Engineer Podcast

    摘要32 min
  13. AI investor + engineer discuss the current state of AI

    Unsupervised Learning: With Jacob Effron

    摘要55 min
  14. Gemini Co-Lead on World Models, RL's Next Domains & Continual Learning

    Unsupervised Learning: With Jacob Effron

    摘要1 h 0 min
  15. AI Research Legend’s Honest Assessment of Where We Are

    Unsupervised Learning: With Jacob Effron

    摘要1 h 14 min
  16. AI Pioneer Jürgen Schmidhuber on the State of AI Today

    Unsupervised Learning: With Jacob Effron

    摘要51 min
  17. Newsmakers Podcast with Jim Newbrough

    McKnight's Podcast

    摘要00:08:14
  18. Newsmakers Podcast with American Senior Communities

    McKnight's Podcast

    摘要00:13:53
  19. Newsmakers Podcast with Kathleen O'Connor

    McKnight's Podcast

    摘要00:09:00
  20. Physics Gets a Vote: Nominal Cofounders on Hardware Development in an AI World

    Training Data

    摘要41 min
  21. McKnight's Long-Term Care News Newsmakers Podcast with Amy Stewart

    McKnight's Podcast

    摘要00:07:40
  22. Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo

    Training Data

    摘要40 min
  23. Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy

    Training Data

    摘要27 min
  24. 微软砸2650亿美元，真正运行的GPU或仅500亿

    Andrej Karpathy的RSS订阅清单

    摘要7 min
  25. McKnight's Senior Living Newsmakers Podcast with Denise Boudreau-Scott

    McKnight's Podcast

    摘要00:09:36
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