Metacasts: Investing Evening Edition Titelbild

Metacasts: Investing Evening Edition

Metacasts: Investing Evening Edition

Von: Personalised Intelligence
Jetzt kostenlos hören, ohne Abo

We listen to hundreds of expert podcasts so you don't have to find them yourself. Each evening Metacast wraps up the day's most important macro, geopolitical and investment conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com Politik & Regierungen
Folgen
  • The Hardware Bottleneck: When Algorithmic Ambition Meets Physical Scarcity

    The Hardware Bottleneck: When Algorithmic Ambition Meets Physical Scarcity
    Jun 5 2026
    Today's episode examines the structural shift from software-driven efficiency to a new era defined by the physical constraints of energy, silicon, and logistics. We analyze how the massive capital requirements of the AI arms race are colliding with global energy supply shocks and a fragmented geopolitical landscape. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:35 - The AI Infrastructure Arms Race 6:08 - Energy Security and Global Supply Shocks 10:28 - The New Era of Credit and Equity Markets 15:46 - Labor Market Resilience and the Fed's Dilemma 20:01 - Geopolitical Friction and the US-China Decoupling 22:58 - Conclusion Referenced sources: - "Thomas Laffont The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox" (All-In with Chamath, Jason, Sacks & Friedberg) - "Instant Reaction US Adds 172,000 Jobs, Boosting Bets on Fed Rate Hike by Year-End" (Bloomberg Intelligence) - "Broadcom Slides by Most in More Than a Year on AI Outlook Miss" (Bloomberg Intelligence) - "Bloomberg Surveillance TV June 5th, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Claudia Sahm & Frances Donald" (Bloomberg Surveillance) - "Reaction to the May Jobs Report" (Bloomberg Surveillance) - "Bloomberg Surveillance TV June 4th, 2026" (Bloomberg Surveillance) - "EM Lens Extracting the Complexity Premium in Emerging Markets" (FICC Focus) - "Macro Matters Lazard's Van Nostrand on Supply-Shock Investing" (FICC Focus) - "Hot I.P.O Summer + What Is A.I. Doing to Math + HatGPT" (Hard Fork) - "Making sense of geopolitical risk" (Insights Now) - "Ep. 361 Neil Dutta on the US Economic Outlook, Fed Policy Stasis, and AI's Role in Consumer Wealth" (Macro Hive Conversations With Bilal Hafeez) - "MacroVoices #535 Michael Every NAFTA and NAPTHA - Warcraft & Fartcraft" (Macro Voices) - "Markets Happy Hour Podcast - Live in Dallas with Christie Townsend (aka @ROIChristie)" (Markets Happy Hour Podcast with Aoifinn Devitt) - "Inside Hudson River Trading's Blistering Token Burn" (Odd Lots) - "'60 Minutes' Meltdown, Trump's Intel Chief Pick, and Apple's Next Big Bet" (Pivot) - "Goldman Sachs Sees 'Uncomfortable Tension' in Credit Markets" (The Credit Edge by Bloomberg Intelligence) - "The US-China decoupling fantasy, with Jessica Chen Weiss" (The Economics Show) - "AI Agents and the Fight for Customer Data" (The a16z Show) - "Why Oil Supply May Stay Tight for Months" (Thoughts on the Market) - "Top of the Morning May Jobs Report takeaways" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Why work matters'" (UBS On-Air: Market Moves) - "Big energy getting bigger" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
    Mehr anzeigen Weniger anzeigen
    25 Min.
  • The Infrastructure Trap: When AI Capex Collides with Global Credit Constraints

    The Infrastructure Trap: When AI Capex Collides with Global Credit Constraints
    Jun 4 2026
    Today's episode examines the widening decoupling between record market valuations and eroding consumer liquidity, alongside the escalating trillion-dollar arms race in AI infrastructure. We analyze how the shift toward 'digital fortresses' and state-led industrial policy is fundamentally restructuring global trade, energy security, and the efficacy of traditional asset allocation. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:36 - Macro Divergence and Consumer Sentiment 6:41 - Geopolitical Fault Lines and Trade Wars 12:25 - The AI Capex Arms Race 17:35 - Market Volatility and Asset Allocation 20:37 - The New Era of Private Markets 22:34 - Conclusion Referenced sources: - "Bank of America's Mark Sutterlin - why being a good investor in private markets is table stakes" (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets) - "Israel-Lebanon Ceasefire, LinkedIn Spying Threat, Seeking A Gilt Trip" (Bloomberg Daybreak: Europe Edition) - "Israel-Lebanon Ceasefire, LinkedIn Spying Threat, Seeking Gilt-y Investors" (Bloomberg Daybreak: Europe Edition) - "Testing the AI Trade; US-Iran Peace Talks Continue" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Drew Matus and Dean Curnutt" (Bloomberg Surveillance) - "Bloomberg Surveillance TV June 3rd, 2026" (Bloomberg Surveillance) - "FX Moment Euro-Dollar 2H Outlook Could Be a Tale of Two Stories" (FICC Focus) - "411 In the room how investment decisions are made" (L&G Talks Asset Management) - "Markets Happy Hour Podcast - A Conversation in Clayton - Featuring Cynthia Kirkpatrick" (Markets Happy Hour Podcast with Aoifinn Devitt) - "The Changing World of Private Equity. Inside Permira's Value Creation Team, With Operating Partner, Riccardo Basile." (Money Maze Curated Podcasts) - "Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI" (Odd Lots) - "Will Bitcoin Break Below $60K With Kris Bullock & Bijan Maleki" (Real Vision: Finance & Investing) - "Can the U.S. Keep Chinese Cars Out" (The Journal.) - "Mideast war The view from Tehran" (The Rachman Review) - "AI Eats the World A Reality Check with Benedict Evans" (The a16z Show) - "AI Borrowing Creates a New Credit Playbook" (Thoughts on the Market) - "UBS On-Air Paul Donovan Daily Audio 'Uncertain times'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
    Mehr anzeigen Weniger anzeigen
    24 Min.
  • The Resilience Premium: When Capital Reallocation Meets Fragmented Borders

    The Resilience Premium: When Capital Reallocation Meets Fragmented Borders
    Jun 3 2026
    Today's episode examines the global transition from lean, efficient globalization to an era of expensive, localized redundancy. We analyze the massive shift toward AI infrastructure spending, the rise of 'surgical' tariff architectures in the US, and the structural risks posed by energy volatility and shifting demographic flows. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:40 - The Silicon Surge: AI CapEx and the IPO Wave 8:45 - The New Great Wall: Tariffs and Tech Sovereignty 15:42 - Shifting Borders: The Great American Exodus 18:09 - Market Volatility and the Oil Shock Risk 20:11 - Conclusion Referenced sources: - "Bill Ackman Investment Strategy, What the Market is Missing, How AI Breaks Businesses" (All-In with Chamath, Jason, Sacks & Friedberg) - "Tariffs Make Comeback , Europe Tech Sovereignty, How To Make $76bn" (Bloomberg Daybreak: Europe Edition) - "10% US Tariff Proposal, Europe Tech Sovereignty, How To Make $76bn" (Bloomberg Daybreak: Europe Edition) - "SpaceX Wants Fee Cut From Bankers Chasing $500 Million Windfall" (Bloomberg Intelligence) - "Single Best Idea with Tom Keene Drew Matus and Dean Curnutt" (Bloomberg Surveillance) - "Bloomberg Surveillance TV June 3rd, 2026" (Bloomberg Surveillance) - "The US Market and Economic Picture" (Bloomberg Surveillance) - "Bloomberg Surveillance TV June 2nd, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Ted Mortonson and Francis Gannon" (Bloomberg Surveillance) - "Why This Economy Refuses To Break David Cervantes" (Forward Guidance) - "Americans Are Leaving the U.S. in Record Numbers" (The Journal.) - "When Stocks, Bonds and Oil Move Together" (Thoughts on the Market) - "Could we interest you in $675bn in tech stocks" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.
    Mehr anzeigen Weniger anzeigen
    22 Min.
adbl_web_anon_alc_button_suppression_t1
Noch keine Rezensionen vorhanden