跳至主要內容

最新播客 知識。

Podwise 處理的新節目，隨時可搜尋、瀏覽，並在完整應用中繼續。

剛剛摘要

在按下播放前，先讀讀每集講了什麼。

Peterson Institute for International Economics

2026 midterm election debrief

AI 摘要 The 2027 US midterm election results signal a shift in the legislative landscape, with a Democratic majority in Congress poised to challenge executive overreach while navigating persistent economic and geopolitical pressures. Macroeconomic policy faces long-term fiscal erosion,…

  • Peterson Institute for International Economics (PIIE)
  • Trumponomics
  • FOMC (Federal Open Market Committee)

English摘要 · 逐字稿

Geopolitical Futures

George Friedman Breaks Down America’s Midterm Fallout

AI 摘要 The recent US midterm elections functioned as a geopolitical and geoeconomic referendum, primarily driven by the war in Iran and the rapid, contentious evolution of artificial intelligence. Economic fallout from the conflict, specifically rising energy costs and damaged…

  • The Storm Before the Calm
  • Artificial Intelligence (AI)
  • IRGC

English摘要 · 逐字稿

Zeihan on Geopolitics

The Problem with the U.S. Power Grid || Peter Zeihan

AI 摘要 The United States faces a critical electricity shortfall as it attempts to re-industrialize for a post-globalized world, requiring a grid expansion of 50% to 100% to support new infrastructure and data centers. The current system is fragmented into three primary…

  • De-globalization
  • 60 Hertz (Hz)
  • Western Interconnection

English摘要 · 逐字稿

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 Uranium faces a persistent structural supply deficit, independent of the speculative AI and data center boom. While nuclear energy is currently misclassified by markets as an AI-related sector, the fundamental reality remains that existing reactor fleets and planned additions…

  • Uranium
  • NEI
  • Capex

English摘要 · 逐字稿

Zeihan on Geopolitics

Nvidia's CEO Gets Caught in the Honeypot || Peter Zeihan

AI 摘要 Nvidia CEO Jensen Huang has reportedly resigned following allegations of an affair with a Chinese spy, Alice Wang, who allegedly facilitated the illegal transfer of advanced processing units to China via a Singaporean front company. This "honeypot" operation represents a shift…

  • Jensen Huang
  • Nvidia
  • Honeypot

English摘要 · 逐字稿

GZERO Media

The fallout from Jensen Huang’s exit from Nvidia | ask ian

AI 摘要 The forced resignation of NVIDIA CEO Jensen Huang following allegations of ties to Chinese espionage marks a critical turning point for the global AI sector and US national security. Huang’s departure creates significant leadership uncertainty at a firm central to Western AI…

  • Jensen Huang
  • NVIDIA
  • Semiconductors

English摘要 · 逐字稿

更多新節目

全部 英文 中文
  1. Morgan Stanley's Wilson on Midterm Elections, Fed Policy, Bond Volatility

    Bloomberg Television

    摘要
  2. Brent Kochuba Says Stop Selling Options. The Premium Isn’t Worth the Risk Here.

    tastylive

    摘要
  3. In Full: Blackstone's Gray on India's Modi, AI Buildout

    Bloomberg Television

    摘要
  4. Nvidia Is Bankrolling The AI Boom — What Could Go Wrong?

    Prof G Markets

    摘要
  5. Bond Market Reckoning: Why Your Money Is Next | Tavi Costa

    David Lin

    摘要
  6. RBI To Hike Rates 2–3 More Times To 6.25%? Gaura Sengupta's Big Warning On Inflation & Rupee Crisis

    NDTV Profit

    摘要
  7. Where Chinese Exports Are Gaining the Most Market Share

    Goldman Sachs

    摘要
  8. Saudi Arabia Reports Fresh Attacks as Wider Conflict Could Push Oil to $120

    Bloomberg Television

    摘要
  9. AI Labs Warn Race Makes Breach ‘Inevitable’

    AI Explained

    摘要
  10. EP-120 KBW 与 TOKEN2049 见闻分享：会场之外更精彩？

    吴说不加密播客

    摘要00:46:56
  11. Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

    All-In with Chamath, Jason, Sacks & Friedberg

    摘要25 min
  12. Why Are China’s Exports Surging Despite a Weak Economy? | Charlene Chu

    Market Insider

    摘要
  13. Fed's Williams Says One More Rate Hike This Year Is Appropriate

    Bloomberg Podcasts

    摘要
  14. Bank of England's Megan Greene on rates, energy, and inflation

    AtlanticCouncil

    摘要
  15. Bloomberg Businessweek Daily Podcast: Trump-Putin Diesel Deal

    Bloomberg Podcasts

    摘要
  16. Fed’s Christopher Waller Talks Higher Yields, Inflation | Bloomberg Talks

    Bloomberg Podcasts

    摘要
  17. No Relief Until 2027—Then Stocks Face Reset | Peter Berezin

    David Lin

    摘要
  18. World Economic Outlook Press Briefing | October 2026

    IMF

    摘要
  19. We're Back to Normal Rates, Says Ed Yardeni

    Bloomberg Podcasts

    摘要
  20. It's A New World Order For Markets | Cameron Dawson

    Adam Taggart | Thoughtful Money®

    摘要
  21. AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

    Excess Returns

    摘要
  22. Jeffrey Sherman: Throw Away the Post-GFC Playbook | Insightful Investor Podcast

    DoubleLine Capital

    摘要
  23. Global Financial Stability Report Press Briefing | October 2026

    IMF

    摘要
  24. 万字拆解《寂静岭：小镇陷落》剧情及隐喻｜玩的核WonderCores

    机核游戏频道

    摘要44 min
  25. Asia Fixed Income Needs a Bigger Map

    Thoughts on the Market

    摘要00:04:43
Podwise

每一集新節目 都有摘要。

在 Podwise 追蹤你的節目，在決定收聽前先讀每集新節目。

免費開始 在 Podwise 裡發現更多