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

  1. 4H AGO

    The Lighthouse Effect: Navigating Economic Storms

    Today's episode explores the critical role of stable institutions and clear guidance in a world of accelerating economic uncertainty. We unpack how shifts in monetary policy, geopolitical fragmentation, and technological disruption are converging to create a volatile landscape, and why a focus on resilience and adaptability is paramount. Join us as we examine the forces reshaping global finance and the strategies for weathering the coming storm. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:00 - AI Disruption & Agentic Transformation 9:06 - Corporate Strategy & Investment Shifts 14:53 - Macroeconomic Shifts & Policy Responses 19:31 - Blockchain & Digital Asset Evolution 23:00 - Conclusion Referenced sources: - "Berkshire Hathaway Slashes Amazon Stake" (Bloomberg Intelligence) - "Single Best Idea with Tom Keene Nouriel Roubini & Rebecca Patterson" (Bloomberg Surveillance) - "Warner Bros tells Paramount to make an offer it can't refuse" (FT News Briefing) - "GM97 Why Isn't Anything Breaking ft. Steen Jakobsen" (Top Traders Unplugged) - "Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 min

  2. 1D AGO

    The Architectural Shift: Resilience in a Fragmented World

    Today's episode explores the accelerating erosion of established power structures across geopolitics, economics, and technology. We examine how decentralized systems and individual agency are reshaping the global landscape, drawing parallels to the transition from Roman monoliths to the intricate dynamism of a Gothic cathedral. Join us as we unpack the forces driving this profound transformation and consider the crucial role of adaptability and ethical frameworks in navigating an increasingly complex future. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:00 - Geopolitical AI Competition & Data Sovereignty 7:42 - Macroeconomic Shifts & Policy Responses 14:24 - Private Equity & Regulatory Scrutiny 18:05 - AI-Driven Disruption & Agentic Commerce 21:00 - Decentralized AI & Blockchain Integration 23:00 - Conclusion Referenced sources: - "UPDATE UK Jobless Rate Hits 5-Year High, Social Media Backlash" (Bloomberg Daybreak: Europe Edition) - "Nuclear Diplomacy, Geneva Peace Talks, Pentagon's Tech Talks" (Bloomberg Daybreak: Europe Edition) - "Single Best Idea with Tom Keene Holger Schmieding & Dan Skelly" (Bloomberg Surveillance) - "Jane Fonda on How to Turn Rage Into Hope On with Kara Swisher" (Pivot) - "Introducing 'Behind the Money' Can Wells Fargo make it in investment banking" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    28 min

  3. 2D AGO

    The Architectural Shift: Building Resilience in a Fragmented World

    Today's episode explores the profound systemic changes reshaping our economic and geopolitical landscape. We examine how the accelerating pace of technological disruption, coupled with geopolitical volatility, is driving a fundamental shift from legacy systems to a more interconnected, AI-powered future. Join us as we unpack the key signals indicating whether this transition is truly underway and how to navigate the inherent risks and opportunities. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:00 - AI-Driven Economic Disruption & Investment Strategies 9:33 - Geopolitical & Economic Volatility 18:06 - The Rise of Personal AI Agents 20:33 - Blockchain & Crypto Market Evolution 22:59 - Conclusion Referenced sources: - "Lunar New Year, Artificial Intelligence Scare Trade" (Bloomberg Daybreak: Asia Edition) - "Dalio The World Order Has Broken Down" (Macro Mondays) - "Andrew Martinez on the Art of Forecasting" (Macro Musings with David Beckworth) - "A Huge Problem for Everybody Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More" (Monetary Matters with Jack Farley) - "Novartis CEO Vasant Narasimhan on Transforming a 250-Year-Old Company" (The a16z Show) - "Introducing Hard Lessons" (Thoughts on the Market) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 min

  4. 3D AGO

    The Jammed Throttle: Navigating Macroeconomic Inertia

    Today's episode unpacks the unsettling reality of macroeconomic volatility, where policy responses struggle to keep pace with cascading global pressures. We explore the interplay of political strategy, persistent inflation, and productivity stagnation, revealing why the global economy feels like a complex engine with a jammed throttle. Join us as we dissect the forces shaping this precarious moment and consider the path forward. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:00 - Macroeconomic Volatility & Policy Responses 7:22 - Blockchain & Decentralized Finance (DeFi) 13:45 - Geopolitical Risk & Espionage 17:55 - AI Disruption & Workforce Transformation 21:00 - Industrial & Energy Sector Shifts 23:00 - Conclusion Referenced sources: - "Japan's GDP Miss, BlueScope Steel Earnings" (Bloomberg Daybreak: Asia Edition) - "Evolving Money Blue Chip Meets Blockchain (Sponsored Content)" (Bloomberg Intelligence) - "Something better than USDC for your Ethereum" (Epicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed Technologies) - "What's with Wall Street's weird selloffs" (FT News Briefing) - "A Huge Problem for Everybody Paul Krugman on Currency Devaluation, Artificial Intelligence, Kevin Warsh Nomination, & More" (Monetary Matters with Jack Farley) - "EMQs Are we influencers now" (Political Currency) - "252. The £1 trillion war chest why the UK is stronger than you think" (The Rest Is Money) - "DEX in the City Is Now the 'Perfect Time to Launch a Crypto Scam'" (Unchained) - "TIP792 Vital Lessons From History's Strangest Financial Stories w Kyle Grieve" (We Study Billionaires - The Investor’s Podcast Network) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    27 min

  5. 4D AGO

    The Silent Tax: Inflation, History, and Capital Preservation

    Today's episode explores the recurring patterns of macroeconomic volatility throughout history, revealing a 'silent tax' eroding wealth and demanding proactive asset allocation. We examine echoes of past bubbles, the impact of inflation on societies, and strategies for preserving capital in an era of diminishing currency power. Join us as we unpack these critical forces shaping the global financial landscape. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:00 - Macroeconomic Volatility & Financial History 7:22 - AI's Transformative Impact on Work & Markets 13:44 - Regulatory Landscape & Crypto Innovation 17:55 - Private Markets & Alternative Investments 20:59 - Geopolitical Tensions & Western Alliances 22:59 - Conclusion Referenced sources: - "Special Coverage A Conversation with Secretary of State Marco Rubio" (Bloomberg Daybreak: Europe Edition) - "BI Weekend Coca Cola, Hasbro, T-Mobile Earnings" (Bloomberg Intelligence) - "Global Data Pod Weekender Some signal, a lot of noise" (Global Data Pod) - "SI387 The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel" (Top Traders Unplugged) - "TIP792 Vital Lessons From History's Strangest Financial Stories w Kyle Grieve" (We Study Billionaires - The Investor’s Podcast Network) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    28 min

  6. 4D AGO

    Weekly Metacast Roundup: Fragmentation's Assertive Tannins (Feb 8th – 14th, 2026)

    This week's roundup covers a turbulent period marked by escalating geopolitical tensions and a rapid re-evaluation of traditional risk models. We explore the rise of trade protectionism, the disruption of the SaaS model by AI orchestration, and the emergence of autonomous ecosystems, all while navigating increasingly complex regulatory landscapes and the evolving US-China competition. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:00 - Geopolitical Fragmentation & Shifting Risk Models 6:42 - AI-Driven Value Capture Shift: Orchestration & Verification 9:48 - Agentic AI & the Rise of Autonomous Ecosystems 13:06 - Regulatory Response & Innovation Stifling in AI/Crypto 16:36 - Decentralized Finance & Alternative Economic Systems 19:54 - The Evolving Dynamics of US-China Competition 23:00 - Conclusion

    28 min

  7. 5D AGO

    The Rogue Indexer: Unmasking Systemic Risk

    Today's episode unpacks the unsettling convergence of macroeconomic volatility, AI disruption, and escalating geopolitical risks. We delve into the systemic nature of institutional corruption, exemplified by the Epstein revelations, and explore how these interconnected forces are fracturing trust and reshaping the global landscape. Prepare for a sobering assessment of the challenges ahead and a glimpse at the emerging strategies for navigating an increasingly unpredictable world. 0:00 - Introduction 1:00 - Market Dynamics & Asset Allocation 7:17 - Macroeconomic Volatility & Commodity Markets 12:18 - AI Disruption & Workforce Transformation 16:05 - Cryptocurrency Regulation & Market Structure 19:51 - Geopolitical Risk & Institutional Corruption 23:00 - Conclusion Referenced sources: - "Global Commodities Are Commodities the Market's Crystal Ball" (At Any Rate) - "Single Best Idea with Tom Keene Jim Caron & Anurag Rana" (Bloomberg Surveillance) - "Global Data Pod Weekender Some signal, a lot of noise" (Global Data Pod) - "Trump's starring role in the Warner Brothers fight" (Swamp Notes) - "Still Bullish Gold" (The Markets) - "Why a Tariff Ruling Could Mean Consumer Relief" (Thoughts on the Market) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    29 min

  8. 6D AGO

    The Volatile Vintage: Geopolitics, Data & the Looming Correction

    Today's episode explores the complex interplay of macroeconomic pressures, geopolitical tensions, and technological disruption shaping the global landscape. We dissect the synchronized growth signals amidst rising inflation, analyze the US-China trade dynamics, and examine the vulnerabilities exposed by AI and blockchain advancements. Prepare for a bumpy ride as we navigate a market poised for potential correction. 0:00 - Introduction 1:00 - Macroeconomic Trends & Central Bank Policy 8:05 - Geopolitical Risk & US-China Trade 13:03 - AI-Driven Supply Chain & Hardware Dynamics 16:36 - Blockchain & Digital Asset Regulation 20:09 - AI Disruption & Workforce Transformation 23:00 - Conclusion Referenced sources: - "Cisco Tumbles After Profit-Margin Squeeze Overshadows AI Gains" (Bloomberg Intelligence) - "Single Best Idea with Tom Keene Peter Navarro" (Bloomberg Surveillance) - "Fundamentals Still Matter Lone Pine's David Craver" (Exchanges) - "A wacky US jobs report" (FT News Briefing) - "MacroVoices #519 Alex Gurevich The Next Perfect Trade" (Macro Voices) - "New CFTC Chairman Michael Selig on How to Regulate Prediction Markets" (Odd Lots) - "The Jobs Report Is Worse Than It Looks" (Prof G Markets) - "Trump's predatory foreign policy" (The Rachman Review) - "Signs That Global Growth May Be Ahead" (Thoughts on the Market) - "Why Bitcoin Developers Are Not Incentivized to Talk About the Quantum Threat" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    29 min
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About

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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