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How I Invest with David Weisburd

E453: Quantifying Venture Capital, Finding the Next Anthropic, and the Science of Picking Winners

AI 摘要 Quantifying venture capital requires shifting from subjective intuition to data-driven analysis of talent, traction, and operational efficiency. Jerry Ye explains how talent signals—such as pedigree and employee churn rates—predict startup success, citing Anthropic’s early…

  • Anthropic
  • OpenAI
  • NeurIPS

00:57:33English摘要 · 逐字稿

Victor Davis Hanson: In His Own Words

Why Trump's Midterm Defeat Isn't the End | Victor Davis Hanson

AI 摘要 The post-election political landscape remains robust for the Trump-MAGA movement, as the president retains significant executive authority to bypass legislative gridlock through executive orders. Strategic governance requires addressing economic stability, border security, and…

  • Kristallnacht
  • The Counter-Revolution
  • Electoral College

1 h 34 minEnglish摘要 · 逐字稿

Revisionist History

From The Big Dig: Mitt & Ted

AI 摘要 Ted Kennedy’s pursuit of universal healthcare in 1974 represents a pivotal, missed opportunity in American political history. Motivated by his son’s battle with bone cancer and the financial devastation he witnessed among families in the hospital, Kennedy sought to leverage the…

  • Ted Kennedy
  • Richard Nixon
  • Watergate

28 minEnglish摘要 · 逐字稿

Why Is This Happening? The Chris Hayes Podcast

The DOJ’s Job Is to Preserve Democracy, Not Attack It. With Rachel Maddow

AI 摘要 The Department of Justice serves as the central pillar of American democracy, acting as both a protector of constitutional rights and a potential tool for authoritarian overreach. Historically, figures like Amos Ackerman, who dismantled the Klan during Reconstruction, and Louis…

  • Department of Justice
  • Amos Ackerman
  • Reconstruction

01:12:19English摘要 · 逐字稿

The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions

How Private Equity Consolidated Independent Hotels

AI 摘要 Private equity firms are increasingly consolidating independent hotels, transforming unique, personality-driven properties into standardized, high-yield assets. By implementing centralized management, uniform technology stacks, and bulk procurement, these firms eliminate…

  • Private Equity
  • Consolidation
  • REITs

11:42English摘要 · 逐字稿

The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

Why AI Chips Are Suddenly Harder to Sell

AI 摘要 The artificial intelligence sector is undergoing a structural transition from a capital-intensive training phase to an efficiency-driven inference phase. As foundational models mature, enterprise focus has shifted from acquiring massive GPU clusters to optimizing existing…

  • Inference
  • Nvidia
  • AMD

8:26English摘要 · 逐字稿

更多新節目

全部 英文 中文
  1. AI Held Up Stocks. What’s Holding Up AI?

    Excess Returns

    摘要
  2. US midterms: Fiscal, market and geopolitical implications of the "blue wave"

    jpmorgan

    摘要
  3. The Energy Supercycle Could Last Into the 2030s | Josef Schachter

    Wealthion

    摘要
  4. Lawrence Wong on Shaping Singapore's AI Future | Two in a Pod, with Su Shan | Ep 6

    DBS

    摘要
  5. A New Explosive Threat in the Persian Gulf || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  6. The Problem is She's a Chinese Spy | Chris McGuire

    ChinaTalk

    摘要
  7. How this founder built a better Duolingo with Codex | William Imoh

    How I AI

    摘要00:38:33
  8. The Economy Is Sending a Surprising Signal? with Mikkel Rosenvold | Macro Mondays

    Real Vision

    摘要
  9. 808: Finding the Person to Replace You, with Christoff Poppe

    Coaching for Leaders

    摘要38:33
  10. Brent Kochuba Says Oil Is Driving This Entire Bounce, Not AI

    tastylive

    摘要
  11. Claude Fable 5.2 review: fast, creative, and finally not annoying

    How I AI

    摘要00:24:46
  12. This $1.5 Trillion Manager Expects More Fed Hikes. So Why Is He Still Bullish?

    Excess Returns

    摘要
  13. The Macro Minute: Would Hegseth's Potential Impeachment Help End the War?

    42 Macro

    摘要
  14. Deconstructing the AI Trade: Market Meltdown, Correction or Clean up?

    Aswath Damodaran

    摘要
  15. ‘Funds Will Get Wiped Out’: Massive Rotation Happening Now | David Cervantes

    David Lin

    摘要
  16. What the Nvidia CEO story means for US national security | Ian Bremmer's Quick Take

    GZERO Media

    摘要
  17. Why data centers and Musk lost but billionaires won the midterms | The Indicator

    NPR's Planet Money

    摘要
  18. Midterm Elections, Trade, and Where We Go From Here

    Center for Strategic & International Studies

    摘要
  19. The Return of Economic Populism and the End of Two Percent | Vincent Deluard

    Hidden Forces

    摘要
  20. A Stock Market Bottom in Sight

    Morgan Stanley

    摘要
  21. China 'Running Out Of Cash': The Hidden Crisis Behind Market Crash | Shaun Rein

    David Lin

    摘要
  22. An AI Bust May Not Cause a Financial Crisis, Dudley Says

    Bloomberg Television

    摘要
  23. Structural Flows Will Support Stocks Until the U.S. Treasury Crisis in 2027 | Cem Karsan & Noel Smith | Kai Asset Management

    Monetary Matters with Jack Farley

    摘要1 h 5 min
  24. Episode 85: Bonds the Surprise Winner? With Vincent Deluard

    Maggie Lake Talking Markets

    摘要00:38:43
  25. Did Anthropic Cross Its RSI Warning Line? | Parv Mahajan

    MTS

    摘要00:17:11
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