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The Master Investor Podcast with Wilfred Frost

What 400 Years of Financial Manias Teach Us About Today | Edward Chancellor

AI 摘要 Financial speculation functions as a recurring social phenomenon rather than a purely economic one, driven by cycles of cheap credit, technological displacement, and messianic leadership. Historical manias, from the 17th-century Tulip bubble to the recent AI-driven market,…

  • Devil Takes the Hindmost
  • Charles Kindleberger
  • South Sea Bubble

1 h 2 minEnglish摘要 · 逐字稿

InvesTalk 講投資

【多元資產Talk】胡毅弘 Raphael (11/11/2026)

AI 摘要 美股市場正經歷從 AI 熱潮轉向常態化波動的關鍵轉折。NVIDIA 面臨嚴峻的企業管治挑戰、關鍵人物風險及潛在的監管調查,導致市場信心動搖。隨著 AI 泡沫逐漸破裂,投資者應警惕半導體板塊的週期性風險,並將資金配置轉向防禦性板塊,如消費必需品、醫療保健及仿製藥行業。數據中心建設受限於電力、水資源及勞動力等基建瓶頸,其他地區難以輕易取代美國的規模優勢。投資者需放棄單一依賴 GPU 相關概念的策略,轉而採取更分散、保守的馬拉松式資產配置,以應對未來經濟增速下滑及市場波動加劇的環境。

  • 輝達 (NVIDIA)
  • Anthropic
  • 黃仁勳

Traditional Chinese摘要 · 逐字稿

Warriors Plus Minus: A show about the Golden State Warriors

Joe Lacob Talks Warriors & Valkyries | The TK Show

AI 摘要 Joe Lacob, owner of the Golden State Warriors and the WNBA’s Golden State Valkyries, reflects on the Valkyries' recent championship victory and the organization's strategic approach to team building. Despite the team's success, Lacob emphasizes the necessity of annual…

  • Golden State Warriors
  • Valkyries
  • NBA

18 minEnglish摘要 · 逐字稿

The Growth Podcast

How to Survive AI as a SaaS Company

AI 摘要 SaaS companies survive the AI era by deepening domain expertise and establishing themselves as essential systems of record. Rather than competing with frontier models on horizontal capabilities, successful platforms like Webflow leverage deep context, governance, and compliance…

  • Webflow
  • Vibe coding
  • SaaS (Software as a Service)

1 h 7 minEnglish摘要 · 逐字稿

The HC Commodities Podcast

China’s Most Powerful Tool: export controls with David Sher

AI 摘要 China’s export controls on critical minerals and minor metals represent a calculated exercise of soft power, leveraging the country's dominance in midstream processing to influence global industrial supply chains. These controls function as a sophisticated mechanism for…

  • LME
  • Export Controls
  • Midstream

00:57:33English摘要 · 逐字稿

Respectful Parenting: Janet Lansbury Unruffled

Loud, Messy, Physical - What To Do When Kids Won't Stop Fighting

AI 摘要 Sibling conflict serves as a vital, healthy mechanism for children to develop social skills and navigate complex relationships. Rather than viewing squabbles as problems to be erased, recognize them as necessary opportunities for growth. Maintaining a "neutral, neutral, neutral"…

  • Unruffled
  • Janet Lansbury
  • Magda Gerber

29 minEnglish摘要 · 逐字稿

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