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Excess Returns

Tech Is the Cheapest Since 2022. Walmart Is 46 Times Earnings. Where Is the Bubble?

AI 摘要 Market volatility and the structural evolution of modern financial markets challenge long-term investors, as high-frequency trading and algorithmic flows often decouple stock prices from fundamental business value. While current market conditions create anxiety, maintaining a…

  • The Warren Buffett Way
  • 100 Bagger
  • Nvidia

English摘要 · 逐字稿

Bloomberg Television

White House CEA Chair Says Fed Rate Hike Is Premature

AI 摘要 Persistent core inflation, which has remained above 0.3% for three consecutive months, reflects the delayed impact of high oil prices filtering through the economy via increased diesel and gasoline costs. While recent 24% drops in Brent crude suggest future relief, the Federal…

  • CPI (Consumer Price Index)
  • Core Inflation
  • Brent Crude

English摘要 · 逐字稿

Bloomberg Podcasts

PIMCO's Tiffany Wilding Talks CPI, Rate Hike Debate | Bloomberg Talks

AI 摘要 Persistent inflation and the Federal Reserve's potential policy response dominate the economic landscape as core goods and services prices show a broad-based acceleration. Tiffany Wilding, an economist at PIMCO, observes that higher energy, diesel, and shipping costs are…

  • CPI
  • 50 basis point hike
  • Chris Waller

English摘要 · 逐字稿

Bloomberg Podcasts

The AI Economy Runs on Nvidia. Can It Survive the CEO’s Affair? | Big Take

AI 摘要 Jensen Huang’s admission of an affair with a suspected Chinese spy, Alice Wong, creates significant instability for Nvidia and the broader AI industry. As the central figure driving the current AI boom, Huang’s lack of a formal succession plan and his deep personal involvement…

  • Nvidia
  • Jensen Wang
  • Megaspeed International

English摘要 · 逐字稿

Bloomberg Podcasts

Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO | Bloomberg Intelligence

AI 摘要 Anthropic’s upcoming IPO targets a $1.4 trillion fully diluted valuation, supported by a $26 billion private placement involving major technology firms and a strategic push to attract retail investors through upcoming high-profile livestreams. Simultaneously, Nvidia faces…

  • Anthropic
  • S-1 filing
  • IPO (Initial Public Offering)

English摘要 · 逐字稿

Asia Society

Asia’s Choices with Kevin Rudd and Taro Kono | State of Asia 2026

AI 摘要 Japan faces a precarious security environment defined by the dual challenge of an increasingly aggressive China and the unpredictable nature of American support. While the nation is boosting defense spending to 2% of GDP and pursuing a "Plan A Plus" strategy—maintaining reliance…

  • Senkaku Island
  • Diet
  • LDP

English摘要 · 逐字稿

更多新節目

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  1. 306. Trust the Process: How to Design Teams That Actually Work

    Think Fast Talk Smart: Communication Techniques

    摘要18 min
  2. 304. Rethinks: Craft Compelling Communication

    Think Fast Talk Smart: Communication Techniques

    摘要23 min
  3. 308. Ask Matt Anything: From Nerves to Know-How in High-Stakes Moments

    Think Fast Talk Smart: Communication Techniques

    摘要17 min
  4. 307. Accent-uate, Don't Compensate: Why Clarity Matters More Than Perfection

    Think Fast Talk Smart: Communication Techniques

    摘要23 min
  5. 311. Don't Lose the Room: How to Make Ideas Stick

    Think Fast Talk Smart: Communication Techniques

    摘要23 min
  6. 310. A Matter of Meaning: What Other People Teach You About Your Communication

    Think Fast Talk Smart: Communication Techniques

    摘要20 min
  7. 313. Hold the Headline: How Curiosity Cuts Through Complexity

    Think Fast Talk Smart: Communication Techniques

    摘要27 min
  8. 312. Quick Thinks: Speak with Confidence, Clarity, and Power

    Think Fast Talk Smart: Communication Techniques

    摘要10 min
  9. 316. The Persuasion Equation: Grab Attention & Make Your Message Meaningful

    Think Fast Talk Smart: Communication Techniques

    摘要21 min
  10. 315. Quietly Powerful: How Introverts Can Communicate With Confidence & Impact

    Think Fast Talk Smart: Communication Techniques

    摘要23 min
  11. 314. Rethinks: Turn Tension Into Trust

    Think Fast Talk Smart: Communication Techniques

    摘要32 min
  12. 318. Quick Thinks: Network Smarter and Make Better Connections

    Think Fast Talk Smart: Communication Techniques

    摘要14 min
  13. 317. Plot Twist: The Second Story Hiding Inside Every Great Pitch

    Think Fast Talk Smart: Communication Techniques

    摘要24 min
  14. 319. Open the Portal: The Simple Science Behind Impactful Storytelling

    Think Fast Talk Smart: Communication Techniques

    摘要25 min
  15. 322. Talk Back: Why Arguing With Yourself Can Help You Flourish

    Think Fast Talk Smart: Communication Techniques

    摘要21 min
  16. 321. The Respect Effect: What Stereotype Threat Teaches Us About Communication

    Think Fast Talk Smart: Communication Techniques

    摘要20 min
  17. 320. Quick Thinks: How to Prepare, Stand Out, and Ace Your Interview

    Think Fast Talk Smart: Communication Techniques

    摘要17 min
  18. 324. Rethinks: Defining Where We Want AI To Take Us

    Think Fast Talk Smart: Communication Techniques

    摘要23 min
  19. 323. Turn Up the Heat: Make Conflict More Constructive

    Think Fast Talk Smart: Communication Techniques

    摘要25 min
  20. 326. Rethinks: The Secrets to Getting the Information You Need from AI

    Think Fast Talk Smart: Communication Techniques

    摘要25 min
  21. 325. Message Market Fit: Turning Great Ideas Into Communication That Lands

    Think Fast Talk Smart: Communication Techniques

    摘要20 min
  22. 328. Ask Matt Anything: Don’t Let Your Communication Fizzle at the Finish

    Think Fast Talk Smart: Communication Techniques

    摘要19 min
  23. 327. The Human Reset: Reclaiming Authenticity in the Age of AI

    Think Fast Talk Smart: Communication Techniques

    摘要26 min
  24. 330. Quick Thinks: A CLEAR Way Through Conflict

    Think Fast Talk Smart: Communication Techniques

    摘要15 min
  25. 329. Your Brand is Your Promise: The 4 C’s for Better Communication

    Think Fast Talk Smart: Communication Techniques

    摘要24 min
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