Metacasts: Macro, Geopolitics, AI & Blockchain

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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each Metacast distils the day's most important macro, geopolitical, AI and blockchain 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

Episodios

  1. HACE 11 H

    The Strategic Redundancy: Navigating the Era of Enforced Global Friction

    Today's episode examines the fundamental shift from global integration to a regime of strategic redundancy, driven by maritime chokepoints in the Strait of Hormuz and the physical limits of the AI compute stack. We analyze how the transition from 'just-in-time' to 'just-in-case' is reshaping everything from sovereign debt dynamics to the emergence of the agentic economy. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:45 - Chokepoints and Geopolitical Friction 6:57 - The Silicon and Agentic AI Frontier 13:20 - The Great Rate Pivot and Yield Volatility 17:56 - Structural Fractures in Democracy and Markets 20:57 - The New Era of Digital Rails and Credit 23:27 - Conclusion Referenced sources: - "Decoding the bond sell-off" (Barclays Brief) - "Bloomberg Surveillance TV May 19th, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Joe Lavorgna & Becca Wasser" (Bloomberg Surveillance) - "Equity Push as Bond Yields Rise" (Bloomberg Surveillance) - "Can the Asia Equity Rally Continue" (Exchanges) - "Oliver Dial of IBM Quantum Advantage Is Happening This Year" (Eye On A.I.) - "Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w Jim Rickards" (Hedgeye Podcasts) - "Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks" (Odd Lots) - "Inside Trump's 3,700 Trades - ft. Anthony Scaramucci" (Prof G Markets) - "9 Codex Tips From the Codex Team" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Private Credit Has a Weak Underwriting Discipline Problem" (The Credit Edge by Bloomberg Intelligence) - "How to End the Gerrymandering Doom Loop Forever" (The Ezra Klein Show) - "Is It Time to Break the Two-Party System" (The Ezra Klein Show) - "Trapped in the Strait of Hormuz" (The Journal.) - "Rebuilding The American Shipyard" (The a16z Show) - "GM101 When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan" (Top Traders Unplugged) - "In an AI Agent World, Do Money Markets Win Over Stablecoins - Bits + Bips" (Unchained) - "Can Hyperliquid Come Onshore Without Killing What Makes It Special" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 min

  2. HACE 1 DÍA

    The Great Decoupling: When Agentic Intelligence Meets Physical Scarcity

    Today's episode examines the widening gap between accelerating digital autonomy and the mounting constraints of global energy, power grids, and maritime chokepoints. We analyze how the shift toward agentic AI and 24/7 digital markets is colliding with structural inflation, fiscal deficits, and the physical limits of the energy transition. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:37 - From Generative to Agentic: The New AI Frontier 7:34 - The Global Energy Squeeze and Geopolitical Volatility 14:03 - Interest Rate Uncertainty and the Global Bond Rout 20:09 - Digital Rails and the Future of Wholesale Banking 22:07 - Conclusion Referenced sources: - "Stocks Drop as Iran Concerns Linger, RBA on Inflation" (Bloomberg Daybreak: Asia Edition) - "Global Bond Rout Deepens, China Economy Slows, 250% UK Deals Frenzy" (Bloomberg Daybreak: Europe Edition) - "Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China" (Bloomberg Intelligence) - "Bloomberg Surveillance TV May 18th, 2026" (Bloomberg Surveillance) - "Iran Oil Sanctions, LIRR Strike, Primary Electiona in Focus" (Bloomberg Surveillance) - "Inside a Lebanese village under Israeli occupation" (FT News Briefing) - "Bill Beach on the Future of United States' Economic Statistics and Fiscal Position" (Macro Musings with David Beckworth) - "Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense" (Odd Lots) - "Inflation Is Soaring - Here's What Happens Next" (Prof G Markets) - "Are Markets Ignoring Inflation Macro Mondays May 18, 2026" (Real Vision: Finance & Investing) - "How Digital Assets Are Changing Banking" (Thoughts on the Market) - "Top of the Morning CIO Strategy Snapshot - Policy puts vs. errors" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'MORE MARKET ANGST'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    24 min

  3. HACE 2 DÍAS

    The Cost of Friction: Pricing Security into the Global Stack

    Today's episode examines the transition from an era of optimized efficiency to one of high-cost, localized security. We analyze how rising real interest rates, maritime coercion in the Taiwan Strait, and energy bottlenecks for AI infrastructure are collectively forcing a massive re-pricing of risk across global markets. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:43 - Yield Volatility: Inflationary Pressures and Central Bank Mandates 8:44 - Strategic Stalemate: Trade Wars and Maritime Coercion 14:11 - The Compute Divide: AI Infrastructure and Scarcity 17:38 - The Agentic Shift: From Search to Autonomous Commerce 19:50 - Conclusion Referenced sources: - "ChatGPT's in Your Bank, Google Spams the GEO Industry, Brockman Takes OpenAI Product" (AI Insights: AI News, Eyewitness Accounts) - "Trump-Xi Summit, Benioff Not My First SaaSpocalypse, OpenAI vs Apple, Multi-Sensory AI, El Niño" (All-In with Chamath, Jason, Sacks & Friedberg) - "US Says China Agrees to Spend Billions on Agricultural Goods" (Bloomberg Daybreak: Asia Edition) - "A Basel III Deep Dive What to Know About How It Will Transform Banking Globally" (Monetary Matters with Jack Farley) - "Why Andy Constan Says The AI Bubble is in Earnings, Not Price" (Monetary Matters with Jack Farley) - "Stripe's John Collison on How Agentic Commerce Will Reshape the Internet" (Odd Lots) - "AI Inequality" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Lawfare Archive How China Might Coerce Taiwan" (The Lawfare Podcast) - "Signal over Noise Will higher rates derail the equity rally" (UBS On-Air: Market Moves) - "How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    22 min

  4. HACE 3 DÍAS

    The Agentic Shift: Managing the Collision of Automated Commerce and Structural Volatility

    Today's episode examines the systemic rewiring of the global order as AI transitions from chatbots to autonomous agents capable of executing high-frequency, on-chain transactions. We analyze the growing tension between massive hyperscaler capital expenditures and the fundamental necessity for realized productivity, alongside the rise of multimodal maritime coercion in the Taiwan Strait. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:36 - Market Bubbles and the New Macro Reality 6:57 - The AI Arms Race and the Agentic Future 15:09 - Global Power Plays and Strategic Coercion 18:27 - The On-Chain Revolution in Global Finance 20:59 - Conclusion Referenced sources: - "ChatGPT's in Your Bank, Google Spams the GEO Industry, Brockman Takes OpenAI Product" (AI Insights: AI News, Eyewitness Accounts) - "Trump-Xi Summit, Benioff Not My First SaaSpocalypse, OpenAI vs Apple, Multi-Sensory AI, El Niño" (All-In with Chamath, Jason, Sacks & Friedberg) - "Daybreak Weekend Nvidia Earnings, Europe Airlines, Japan GDP" (Bloomberg Daybreak: Asia Edition) - "Why Andy Constan Says The AI Bubble is in Earnings, Not Price" (Monetary Matters with Jack Farley) - "Stripe's John Collison on How Agentic Commerce Will Reshape the Internet" (Odd Lots) - "AI Inequality" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Google's Big AI Test Comes Next Week" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Musk vs. Altman" (The Journal.) - "Lawfare Archive How China Might Coerce Taiwan" (The Lawfare Podcast) - "Investing Through an Uneasy Boom" (Thoughts on the Market) - "Bits + Bips The Interview - The $16 Trillion Repo Market Is TradFi's Central Nervous System. Its Finally Coming Onchain" (Unchained) - "How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    23 min

  5. HACE 4 DÍAS

    The Capital Loop: When AI Expansion Hits the Fiscal and Energy Wall

    Today's episode examines the systemic risk of a closed-loop capital cycle between semiconductors and hyperscalers, where massive CapEx may be cannibalizing corporate earnings. We analyze how this technological push is colliding with structural energy shocks in the Middle East and a period of unprecedented monetary uncertainty at the Fed. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:32 - The AI Earnings Reckoning 8:06 - The New Era of Monetary Uncertainty 12:48 - Geopolitical Fault Lines and Energy Shocks 17:37 - Political Volatility and Fiscal Risk 20:38 - The Decentralized Frontier 22:52 - Conclusion Referenced sources: - "Global Commodities Infrastructure 101" (At Any Rate) - "Global Rates Analyzing Eurex and US futures roll and cross currency bases" (At Any Rate) - "Global Rates Energy priced and UK politics drive Bunds and Gilt yields higher" (At Any Rate) - "Daybreak Weekend Nvidia Earnings, Europe Airlines, Japan GDP" (Bloomberg Daybreak: Asia Edition) - "UK Turmoil Hits Pound, Trump-Xi Play Nice, Powell's Term Ends, $100k A Day Wealth Tax" (Bloomberg Daybreak: Europe Edition) - "UK Turmoil Hits Pound, Trump-Xi Talk Iran, Powell's Term Ends, $100k A Day Wealth Tax" (Bloomberg Daybreak: Europe Edition) - "Equities, Bonds, and Geopolitics" (Bloomberg Surveillance) - "EM Lens Developing a Defensive Response to the Mideast Crisis" (FICC Focus) - "What Big Tech wants out of Trump's China visit" (FT News Briefing) - "Investing during volatility, property & Vodafone Companies and Markets Show" (Investors' Chronicle) - "Why Andy Constan Says The AI Bubble is in Earnings, Not Price" (Monetary Matters with Jack Farley) - "You Don't Sell Blow-offs Andrew Perry on Bullish Technicals of U.S. Stock Market, Dangerous Period for Global Equities, and Bull Case for Agricultural Commodities" (Monetary Matters with Jack Farley) - "Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back" (Odd Lots) - "Trump's China Summit, Inflation Shock, and Silicon Valley's Midterm Money" (Pivot) - "The AI Boom Is Headed For A Reckoning - ft. Aswath Damodaran" (Prof G Markets) - "Process, Process, Process" (The Macro Trading Floor) - "A Tale of Two Markets" (The Markets) - "Fixed Income Conversation Corner with Adam Bloch (Guggenheim) and Leslie Falconio (UBS CIO)" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Saying stability without substance'" (UBS On-Air: Market Moves) - "How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 min

  6. HACE 4 DÍAS

    Weekly Metacast Roundup: When Liquidity Meets Fiscal Dominance (May 10th – 16th, 2026)

    This week's roundup covers the structural shift toward debt monetization and the decoupling of market valuations from economic reality. We synthesize the week's critical developments across geopolitical supply chain friction, the transition to permanent AI infrastructure, and the rise of opportunistic litigation in DeFi. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:26 - Liquidity-Driven Market Momentum Over Fundamental Valuation 6:48 - Geopolitical Risk Exposes Supply Chain and Resource Dependencies 12:16 - Erosion of Institutional Norms & Rise of Discretionary Power 16:35 - AI Sector Transition from Subsidized Access to Infrastructure Integration 20:39 - Opportunistic Litigation as a Tool to Weaponize DeFi and AI Vulnerabilities 23:56 - Conclusion

    26 min

  7. HACE 5 DÍAS

    The Physical Constraint: When Algorithmic Expansion Hits the Energy Wall

    Today's episode examines the structural transition from frictionless globalism to a regime defined by physical bottlenecks in energy, computing capacity, and maritime logistics. We analyze the institutional fracture of the Federal Reserve, the move toward 'compartmentalized trade' in the US-China tech war, and the growing divergence between massive AI capital expenditures and the lagging reality of global power grids. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:33 - The Great Fed Transition: Powell's Last Stand 7:51 - Silicon Diplomacy: The US-China Tech Cold War 13:51 - The AI Infrastructure Boom and Energy Crunch 20:25 - Geopolitical Chokepoints and the Energy Crisis 22:26 - The New Frontier: Tokenization and DeFi Risks 24:37 - Conclusion Referenced sources: - "In Focus Frontier AI" (At Any Rate) - "AI Momentum Drives Stocks, US Trade Representative Jamieson Greer" (Bloomberg Daybreak: Asia Edition) - "Xi Warns Trump Of 'Clashes', Rayner Cleared of Wrongdoing , £1.3 Trillion City Fight" (Bloomberg Daybreak: Europe Edition) - "Cisco Jumps Most Since 2011 on Sales Outlook" (Bloomberg Intelligence) - "Bloomberg Surveillance TV May 14th, 2026" (Bloomberg Surveillance) - "Inflation and Geopolitics Impact Markets" (Bloomberg Surveillance) - "Macro Matters NISA Investments' Douglass on Fed, Fiscal Outlook" (FICC Focus) - "What Big Tech wants out of Trump's China visit" (FT News Briefing) - "Global Data Pod Weekender Le coût de la vie" (Global Data Pod) - "Taking stock of today's markets" (Insights Now) - "MacroVoices #532 Mike Green Record Mechanical Flows" (Macro Voices) - "Markets Happy Hour Podcast May 14, 2026 - Live from New York" (Markets Happy Hour Podcast with Aoifinn Devitt) - "200 Is the 6040 Portfolio Still Fit for Purpose State Street Investment Management's CEO, Yie Hsin Hung, Discusses Flows, Valuations, EM, Private Equity Returns and Tokenisation, the Next Investment Frontier" (Money Maze Podcast) - "Who should be the next Prime Minister" (Political Currency) - "AI Skeptic This Business Makes No Sense" (Prof G Markets) - "What big oil is hiding from you with Cindy Taff and Stephanie Honchell Smith" (TED Tech) - "RIP Golden Age of Agent Experimentation 2026-2026" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "JPMorgan Is Wary of Another Big Leap in AI-Related Spending" (The Credit Edge by Bloomberg Intelligence) - "Jerome Powell's Last Stand at the Fed" (The Journal.) - "Rational Security The Middle-Aged Dads Edition" (The Lawfare Podcast) - "A Tale of Two Markets" (The Markets) - "Ben Horowitz - Your ONLY job is Right Product, Right Time" (The a16z Show) - "Global Growth Faces an Energy Test" (Thoughts on the Market) - "UBS On-Air Paul Donovan Daily Audio 'Resilience-economics 1, politics 0'" (UBS On-Air: Market Moves) - "Australia's Budget Crisis What It Means for Crypto, Startups & a 50% Tax Reality" (Unblocking The Chain) - "Uneasy Money Why the Broken Pre-IPO Secondary Markets Won't Be Fixed Anytime Soon" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    26 min

  8. HACE 6 DÍAS

    The Physical Friction: When Digital Ambition Meets Supply-Side Scarcity

    Today's episode examines the structural transition from frictionless global trade to an era of 'fortress economics' driven by energy, mineral, and hardware bottlenecks. We analyze the systemic risks posed by geopolitical choke points in the Strait of Hormuz and the escalating capital-intensive race to secure the physical infrastructure required for the AI revolution. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:33 - Geopolitical Choke Points: Trade Wars and the Strait of Hormuz 7:29 - The Physical Stack: Power, Minerals, and the AI Infrastructure Race 14:42 - Inflationary Pressures and the Federal Reserve's Dilemma 18:17 - The Great Credit Shift: Private Lending and Macro Volatility 21:16 - The New Frontier: Tokenization, DeFi, and Programmable Money 23:30 - Conclusion Referenced sources: - "Claude for Small Business ships Altman Testifies He's 'truthful'" (AI Insights: AI News, Eyewitness Accounts) - "Nasdaq Futures Rise, Focus Turns to Trump-Xi Meet" (Bloomberg Daybreak: Asia Edition) - "Anthropic in Talks to Raise $30 Billion at $900 Billion Value" (Bloomberg Intelligence) - "Bloomberg Surveillance TV May 13th, 2026" (Bloomberg Surveillance) - "Private Credit Stress Test as Market Carries On" (Bloomberg Surveillance) - "Credit Crunch UK Crisis, Private and Middle-Market Credit" (FICC Focus) - "The Fed Is Losing Its Easing Bias While AI Props Up The Economy Neil Dutta" (Forward Guidance) - "Lyn Alden on Macro Consequences of AI and The Stolgard Incident (Monitoring The Situation Replay)" (Monetary Matters with Jack Farley) - "Lyn Alden on Macro Consequences of AI and The Stolgard Incident" (Monetary Matters with Jack Farley) - "200 Is the 6040 Portfolio Still Fit for Purpose State Street Investment Management's CEO, Yie Hsin Hung, Discusses Flows, Valuations, EM, Private Equity Returns and Tokenisation, the Next Investment Frontier" (Money Maze Podcast) - "Samanth Subramanian on the Undersea Cables That Keep the Internet Alive" (Odd Lots) - "AI Skeptic This Business Makes No Sense" (Prof G Markets) - "Hottest Inflation Report In 3 Years Has One Big Problem" (Prof G Markets) - "The World According to AI" (Real Vision: Finance & Investing) - "In Defense of Tokenmaxxing" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Trump and Xi to Meet at High-Stakes Summit" (The Journal.) - "Trump returns to Beijing what's at stake" (The Rachman Review) - "Ben Horowitz - Your ONLY job is Right Product, Right Time" (The a16z Show) - "Energy, Minerals, and the Physical Stack Behind AI" (The a16z Show) - "What to Expect From the U.S.-China Summit" (Thoughts on the Market) - "Credit Snapshot with UBS Asset Management" (UBS On-Air: Market Moves) - "Australia's Budget Crisis What It Means for Crypto, Startups & a 50% Tax Reality" (Unblocking The Chain) - "DEX in the City Will the CLARITY Act Pass Three Crypto Lawyers Give Their Odds" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 min
  • 8 episodios

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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each Metacast distils the day's most important macro, geopolitical, AI and blockchain 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

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