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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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

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 · 逐字稿

更多新節目

全部 英文 中文
  1. AI Writes the Code. So What's Left for Engineers? - Laurie Voss, Arize AI

    AI Engineer

    摘要
  2. German Ambassador Jasper Wieck on Putin’s Plan for Soviet-Style Hegemony in Europe | Idea Exchange

    The Indian Express

    摘要
  3. The Man Who Built Blackstone Into a $1.3 Trillion Empire | Leaders with Francine Lacqua

    Bloomberg Originals

    摘要
  4. After September Rate Hike Fed Looks Set to Pause

    Bloomberg Podcasts

    摘要
  5. Could US & Israeli elections reshape the Middle East? | GZERO World

    GZERO Media

    摘要
  6. "We Have an Inflation Problem:" AI CapEx, Yields Add to Fed's Rate Conundrum

    Schwab Network

    摘要
  7. Why Is Gold Crashing? GLD ETF: The Most Complete Analysis On YouTube

    Goldman Starch

    摘要
  8. Francis Fukuyama Changed His Mind About AI. Here’s What Scared Him. | Mona Charen Show

    The Bulwark

    摘要
  9. Someone Bought $27 Million in Calls Into a 47% Crash

    tastylive

    摘要
  10. OXFORD: CHINA WILL NO LONGER OVERTAKE THE U.S. ECONOMY - w/ Jeffrey Snider

    Mario Nawfal

    摘要
  11. Markets Looking to Big Tech for AI Payoff

    Bloomberg Podcasts

    摘要
  12. Sundar Pichai: Anthropic, SpaceX, TPUs in Space and more

    Big Technology

    摘要
  13. US, Israel Elections Loom Over Iran War

    Bloomberg Podcasts

    摘要
  14. The Russian Military Beyond 2026 - Pain Points, Potential & Lessons for NATO (with Michael Kofman)

    Perun

    摘要
  15. Bloomberg News Now: US Weighs Iran Escalation

    Bloomberg Podcasts

    摘要
  16. Why Mistral Is Betting on a Different Kind of AI

    Bloomberg Television

    摘要
  17. Is an AI Recession Coming? | The David Frum Show

    The Atlantic

    摘要
  18. Paste This Into Claude, Never Hit a Token Limit Again

    AI News & Strategy Daily | Nate B Jones

    摘要
  19. Best of British: UK Budget Preview

    Deutsche Bank

    摘要
  20. Uranium Stocks Are Crashing! What is Lobo Tiggre Buying?

    Resource Talks

    摘要
  21. The 'Unravelling' That Triggers Biggest Market Reset Ever | Peter Grandich

    David Lin

    摘要
  22. Why More Oil Isn't Lowering Prices | What's the Market Missing?

    David Woo Unbound

    摘要
  23. The Credit Cycle Just Flipped (The Stock Market Is Next)

    Eurodollar University

    摘要
  24. "We're Worried About 2027" - Stocks To Plunge 30%? | Chance Finucane @OxbowAdvisors

    Adam Taggart | Thoughtful Money®

    摘要
  25. 行走江湖前你需要知道的事儿：《影之刃》世界观设定

    机核游戏频道

    摘要1 h 24 min
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