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Goldman Sachs

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

AI 摘要 A hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations by forcing a re-evaluation of the Federal Reserve’s reaction function and introducing the possibility of 50-basis-point hikes. Muhammad Qubbaj, co-head of North American…

  • CPI (Consumer Price Index)
  • The Fed (Federal Reserve)
  • Basis Points

English摘要 · 逐字稿

Excess Returns

The Mag Seven Paid Out 90% of Earnings. Now It’s 28%. What Happens If AI Spending Slows?

AI 摘要 Market participants are currently navigating a transition where the AI-driven capital expenditure boom faces scrutiny, forcing a re-evaluation of financial models and valuations. While earnings growth remains robust, investors are increasingly cautious about paying for peak…

  • Magnificent Seven
  • CAPEX (Capital Expenditure)
  • Fed Model

English摘要 · 逐字稿

Bloomberg Television

Ed Morse Says Oil Can Drop to $50 a Barrel

AI 摘要 Global oil markets are experiencing a significant structural shift as the oil intensity of global GDP continues to decline, contrasting sharply with the 1970s energy crises when oil demand outpaced economic growth. Edward Morse, senior advisor at Hartree Partners and former…

  • Brent Crude
  • Hartree Partners
  • OPEC

English摘要 · 逐字稿

Bianco Research

Rational Dissent Episode 017. Leave the 25, Take the Cannoli

AI 摘要 The Federal Reserve faces a critical policy inflection point as sticky inflation data, with core CPI rising at a 3.75% annualized rate, forces a shift in market expectations toward further interest rate hikes. With the Fed Chair providing limited forward guidance, market…

  • CPI (Consumer Price Index)
  • Fed (Federal Reserve)
  • Basis points

English摘要 · 逐字稿

CNBC Television

Squawk Pod: Treasury Secretary Bessent: ‘F’ the Iranian leadership - 11/13/26 | Audio Only

AI 摘要 Nvidia CEO Jensen Huang’s sudden ouster has triggered a corporate and geopolitical crisis, marked by allegations of unauthorized chip sales to Chinese entities through shell companies like MegaSpeed. This scandal has intensified scrutiny on U.S. export controls, with Treasury…

  • The Nvidia Way
  • Blackwell
  • Operation Economic Outcast

English摘要 · 逐字稿

Eurodollar University

Commodity Markets Are Preparing for Something

AI 摘要 Copper prices are correcting from record highs, signaling that market optimism regarding an AI-driven commodity super cycle is fading. While supply-side factors—such as tariff-induced inventory hoarding in the U.S. and constrained production—remain significant, they are being…

  • Copper
  • Artificial Intelligence (AI)
  • Data Centers

English摘要 · 逐字稿

更多新節目

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  1. [AI DAILY NEWS RUNDOWN] Runway Erases Web Code with Live Video, Apple Accuses OpenAI of Evidence Destruction, & Sony Sues Anthropic (Sept 01, 2026)

    AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek

    摘要23 min
  2. [FULL SPECIAL] Agentic Liability: Strategic Imperatives for the Delegated AI Era - Microsoft Cowork, The Pentagon Lawsuit, and the New E7 Suite

    AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek

    摘要54 min
  3. OpenClaw For Dummies: The "Personal Agent" Revolution & the OpenAI Alliance (Special Report)

    AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek

    摘要34 min
  4. Top 4 AI models for stock analysis/valuation?; Google AI will replace your Doctor soon; Google DeepMind Advances Biomedical AI with ‘Med-PaLM M’; An Asian woman asked AI to improve her headshot and it turned her white; AI and Healthy Habit

    AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek

    摘要11 min
  5. Substance or Signal? Reading the Trump-Xi Summit

    Asia Society

    摘要
  6. The AI Alien Companion App That's Bringing In $4M a Year (Best of the Pod)

    The Every Podcast

    摘要1 h 22 min
  7. Microsoft’s Vision for an Internet Made for Agents With CTO Kevin Scott (Best of the Pod)

    The Every Podcast

    摘要28 min
  8. How Every's Team Used AI to Ship Its Biggest Launch Ever

    The Every Podcast

    摘要00:46:30
  9. The Founder of a $1.5B AI Company on What Comes After the First Wave of AI Apps

    The Every Podcast

    摘要00:59:38
  10. How a Writer Uses AI Without Losing His Voice

    The Every Podcast

    摘要00:53:07
  11. The AI Workflows Behind Every's Consulting Team

    The Every Podcast

    摘要00:41:15
  12. Building a School Where AI Models Learn About Humanity

    The Every Podcast

    摘要00:43:48
  13. GitHub’s COO Explains Why AI Hasn’t Replaced Developers

    The Every Podcast

    摘要00:28:07
  14. How Anthropic Uses Claude Fable 5 With Mike Krieger

    The Every Podcast

    摘要00:52:06
  15. Claude Code Can Be Your Second Brain

    The Every Podcast

    摘要01:10:01
  16. The Secrets of Claude's Platform From the Team Who Built It

    The Every Podcast

    摘要00:43:20
  17. The AI Sandwich: Where Humans Excel in an AI World

    The Every Podcast

    摘要00:28:30
  18. We Gave Every Employee an AI Agent. Here's What Happened.

    The Every Podcast

    摘要00:49:42
  19. If SaaS Is Dead, Linear Didn't Get the Memo

    The Every Podcast

    摘要00:52:48
  20. How to Build an Agent-native Product | Mike Krieger

    The Every Podcast

    摘要00:48:29
  21. We Made a Document Editor Where Humans and AI Work Side by Side

    The Every Podcast

    摘要00:44:37
  22. Meet the Student With No Teachers, No Homework—Just AI

    The Every Podcast

    摘要00:53:28
  23. Inside OpenAI’s Agentic Browser, Atlas

    The Every Podcast

    摘要00:55:33
  24. How We Built 'Claudie,' Our AI Project Manager (Full Walkthrough)

    The Every Podcast

    摘要00:47:15
  25. How Andrew Wilkinson Uses Opus 4.5 in His Work and Life

    The Every Podcast

    摘要01:02:57
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