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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

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  3. The Macro Minute: September CPI Revives Inflation Concerns

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  6. The Fall of Kimberly Guilfoyle

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    摘要20 min
  7. ASML Boosts Outlook as AI Chip Demand Soars | Bloomberg Tech

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  8. What to Expect From the UK Budget

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    摘要00:08:07
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  10. Europe's Power Markets Face a New Balancing Act | Switched On

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  11. The Iran War: How Does This End? | HTK

    Center for Strategic & International Studies

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  13. How do we deal with Chinese overcapacity?

    Peterson Institute for International Economics

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    Bloomberg Television

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  15. Is 3% the New 2%? The Fed’s K-Shaped Economy Dilemma

    Bianco Research

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  16. Bond Traders Eclipsed by Equities in Wall Street Reversal

    Bloomberg Podcasts

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  17. Are Higher Rates Worse Than ZIRP? | Animal Spirits 486

    The Compound

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  18. Fiscal Monitor Press Briefing | October 2026

    IMF

    摘要
  19. IMF Managing Director Press Briefing

    IMF

    摘要
  20. When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter

    Adam Taggart | Thoughtful Money®

    摘要
  21. Paul Tudor Jones Just Issued a Terrifying Warning for 2027

    Eurodollar University

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  22. Big Tech Went All In on AI. Washington Can’t Let It Fail. Who Pays for the Backstop?

    Excess Returns

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  23. San Francisco Fed President Mary Daly on the Fed’s New Communications Regime

    Hoover Institution

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  24. CPI and the AI Trade | Bloomberg Surveillance

    Bloomberg Podcasts

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  25. Hot Inflation Lifts Fed Rate-Hike Bets

    Bloomberg Podcasts

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