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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
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    20VC with Harry Stebbings

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    GZERO Media

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  3. Former Fed Vice Chair Richard Clarida: We expect one more rate hike at the December meeting

    CNBC Television

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    Bloomberg Podcasts

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    tastylive

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    Bloomberg Podcasts

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    Zeihan on Geopolitics

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  8. Mark Cuban: The Brutal Truth About The Next Market Crash!

    The Diary Of A CEO

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    Bloomberg Podcasts

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  13. ‘Marching Towards Default’: Market’s Weakest Link Revealed | David Busch

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    Excess Returns

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    Eurodollar University

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    DoubleLine Capital

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    The Tucker Carlson Show

    摘要1 h 45 min
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    Pod Save America

    摘要1 h 12 min
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    UnJustified

    摘要00:56:40
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    Tom Bilyeu's Impact Theory

    摘要01:49:56
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    Lauren Sunday

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