Metacasts: Investing Evening Edition

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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

  1. 47m ago

    The Revenue Gap: The Fragile Decoupling of AI Capex and Economic Utility

    Today's episode examines the escalating structural mismatch between massive global infrastructure spending and the actual generation of AI-driven revenue. We analyze the systemic risks of a 'margin trap' as tech giants cannibalize existing cash flows to fund a hardware arms race that threatens to destabilize both credit markets and global inflation trajectories. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-30_17-30-19.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:36 - The AI Capex Arms Race 7:33 - Macro Shifts and the Cost of Living 11:46 - Elections, Empires, and Geopolitical Friction 16:01 - Credit Markets and the Debt Burden 18:06 - The New Frontier of Digital Finance 20:00 - Conclusion Referenced sources: - "EM Fixed Income A busy calendar of elections and CBs" (At Any Rate) - "Intel Shares Plunge After Outlook Hit by PC Slump, Supply" (Bloomberg Intelligence) - "Earnings Special Intel Plunges on PC Sales Slump & Amazon Slips" (Bloomberg Intelligence) - "Bloomberg Surveillance TV October 30th, 2026" (Bloomberg Surveillance) - "Markets Price in Tech Spending and Midterm Elections" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 29th, 2026" (Bloomberg Surveillance) - "Is Half of China's AI Making Slop" (ChinaTalk) - "Xi vs Trump on Corruption" (ChinaTalk) - "Credit Crunch PGIM Credit's Peters on Convergence, Crowding Out" (FICC Focus) - "A sugar-rush economy leaves a sour taste" (Geopolitical Dispatch) - "Global Data Pod Lagarde to depart, but the direction of travel remains" (Global Data Pod) - "Are We in an A.I. Bubble We're About to Find Out." (Hard Fork) - "What the Budget means for your money & Anthropic's IPO Companies and Markets Show" (Investors' Chronicle) - "Lael Brainard on Why Groceries Cost So Much" (Kyla’s Newsletter) - "MacroVoices #556 Luke Gromen US Midterms & Beyond" (Macro Voices) - "Markets Happy Hour Podcast - From Seoul - October 30, 2026" (Markets Happy Hour Podcast with Aoifinn Devitt) - "Trump's War on Artificial Intelligence, Elon v. Scott, and Google's Wall Street Meltdown" (Pivot) - "Will Burnham risk it all on an early election" (Political Currency) - "Josh Brown If This Is A Bubble, It's Pathetic" (Prof G Markets) - "The Bulls Are Trapped with Alex Altmann" (The Compound and Friends) - "AI Blitz and US Borrowing Binge Are Disrupting Debt Benchmarks" (The Credit Edge by Bloomberg Intelligence) - "The right way to tax the rich. With Owen Zidar" (The Economics Show) - "What's Driving Elon Musk" (The Ezra Klein Show) - "Why Billionaires Are Giving Money to Kids" (The Journal.) - "Bullish Options Trades Slow amid AI Uncertainty" (The Markets) - "Cambria Fund Profile - Asset Allocation Suite" (The Meb Faber Show - Better Investing) - "How Digital Assets Are Rewiring Financial Markets" (Thoughts on the Market) - "Washington Weekly Podcast Election Day countdown, FORTRESS initiative" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Dealing with the decidedly dull'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  2. 22h ago

    The Compute-Energy Nexus: Navigating the Era of Capital Intensivity

    Today's episode examines the fundamental decoupling of geopolitical security from maritime control toward a new metric of silicon throughput and power grid stability. We analyze the massive divergence in Big Tech capital structures, the rising physical bottlenecks in AI infrastructure, and the systemic risks posed by a global landscape of escalating sovereign debt and political volatility. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-29_19-47-48.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:37 - The AI Infrastructure Arms Race 7:36 - Global Power Shifts and Election Volatility 11:20 - Central Bank Crossroads and Monetary Policy 14:23 - Fiscal Headwinds and the Cost of Living 16:36 - The New Industrial Renaissance 18:26 - Conclusion Referenced sources: - "Lowercarbon Capital's Chris Sacca and Caie Kelley - investing in the powerhouses driving the new energy economy" (Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets) - "EM Fixed Income A busy calendar of elections and CBs" (At Any Rate) - "Healey's First Budget Interview, Tech Rally Stalls, Fed Holds Fire" (Bloomberg Daybreak: Europe Edition) - "Earnings Special Alphabet Disappoints Wall Street on Revenue & Income" (Bloomberg Intelligence) - "Bloomberg Surveillance TV October 29th, 2026" (Bloomberg Surveillance) - "Outlook for Inflation, Oil, and Tech" (Bloomberg Surveillance) - "Instant Reaction Fed Stands Pat, Says More Data Will Help Next Decision" (Bloomberg Surveillance) - "Instant Reaction Fed Stands Pat; Lisa Cook & Beth Hammack Dissent" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 28th, 2026" (Bloomberg Surveillance) - "Chartbook 481 How stable is the profit dollar in an age of speedball capitalism" (Chartbook) - "Vance goes his own way on Iran" (Geopolitical Dispatch) - "Lael Brainard on Why Groceries Cost So Much" (Kyla’s Newsletter) - "428 Market Talk What AI and bond markets are telling investors" (L&G Talks Asset Management) - "Ep. 382 Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads" (Macro Hive Conversations With Bilal Hafeez) - "MacroVoices #556 Luke Gromen US Midterms & Beyond" (Macro Voices) - "Why Compute Prices Are Still Rising Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE)" (Monetary Matters with Jack Farley) - "A golden age of science is coming" (Noahpinion) - "What Wall Street Really Thinks About the AI Trade Now" (Odd Lots) - "Will the AI Investment Splurge Last" (Paul Krugman) - "HOT TAKE Was Healey's budget inconsequential" (Political Currency) - "Microsoft Rises, Google Tanks Why Investors Are Polarized On Big Tech" (Prof G Markets) - "Can Netanyahu hold on to power" (The Rachman Review) - "326. A busy Budget with no growth plan" (The Rest Is Money) - "The Startups Rebuilding American Industry The AD50" (The a16z Show) - "Signals to Watch in the U.S. Midterms" (Thoughts on the Market) - "Top of the Morning FOMC reflections & US economic update" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Mundanity upon mundanity'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  3. 2d ago

    The Capital Collision: AI Infrastructure vs. Sovereign Debt

    Today's episode examines the structural tension emerging as a $1.5 trillion AI infrastructure boom competes for credit with massive U.S. and UK government borrowing needs. We analyze how this unprecedented demand for energy and capital is driving a fundamental pivot from software-led growth toward a high-cost, heavy-asset industrial reality. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-28_17-32-22.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:38 - The AI Arms Race and Infrastructure Boom 8:58 - The Great Bifurcation: Election Cycles and Fiscal Risk 12:39 - Monetary Policy and the Yield Volatility Trap 16:23 - Corporate Realignments and Sector Rotation 19:12 - Geopolitical Friction and Global Energy Security 21:19 - Conclusion Referenced sources: - "Israel Vote Too Close to Call, Bolsonaro Flees Brazil, UK's 'Mañana Budget'" (Bloomberg Daybreak: Europe Edition) - "Wendy's Jumps on Report Trian Offers to Buy for $1.4 Billion" (Bloomberg Intelligence) - "Boeing Cuts Delivery Target, Sending Shares to 18-Month Low" (Bloomberg Intelligence) - "Bloomberg Surveillance TV October 28th, 2026" (Bloomberg Surveillance) - "Fed Decision and Tech Earnings" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 27th, 2026" (Bloomberg Surveillance) - "Chartbook 481 How stable is the profit dollar in an age of speedball capitalism" (Chartbook) - "Goldman Sachs Chairman and CEO David Solomon on AI Implementation, Accountability, and Jobs" (Exchanges) - "All Options Considered Is 100 High for Rates Volatility" (FICC Focus) - "Netan' left to lose" (Geopolitical Dispatch) - "HOT TAKE Was Healey's budget inconsequential" (Political Currency) - "Why Steve Eisman Isn't Buying Anthropic's IPO" (Prof G Markets) - "Dirty Dozen Charts, Anthropic's S-1, Amazon Earnings Preview, Cost of Capital Hits AI" (The Compound and Friends) - "Picking Private Market Winners Maggie Fanari on SpaceX, Anthropic & Stripe" (The Master Investor Podcast with Wilfred Frost) - "To Hike or Not to Hike" (Thoughts on the Market) - "GM109 Why Buffett Finally Went All In on Japan ft. Andrew McDermott" (Top Traders Unplugged) - "Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)" (UBS On-Air: Market Moves) - "Fixed Income Conversation Corner with Lotfi Karoui (PIMCO) and Leslie Falconio (UBS CIO)" (UBS On-Air: Market Moves) - "How much is Anthropic really worth" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  4. 3d ago

    The Physical Bottleneck: When Digital Ambition Collides with Energy Scarcity

    Today's episode examines the structural shift from semiconductor scarcity to a global crunch in power, cooling, and infrastructure required to sustain the AI arms race. We analyze the escalating systemic risks within hyperscaler balance sheets, the widening fiscal divergence between emerging economies, and the intensifying energy volatility driven by shifting Middle Eastern alliances. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-27_17-57-03.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:35 - The AI Arms Race and the Compute Crunch 9:45 - Stagflation Shadows and the End of the Fed Put 12:44 - The Great Global Divergence 15:41 - Energy Volatility and the New Middle East Order 18:33 - Election Fallout and Market Correction 20:47 - Conclusion Referenced sources: - "Navigating the AI rotation in Asia" (Barclays Brief) - "Anthropic's $2 Trillion Test, HSBC Profit Miss, Israel's Tight Election" (Bloomberg Daybreak: Europe Edition) - "Bloomberg Surveillance TV October 27th, 2026" (Bloomberg Surveillance) - "Previewing the Fed Meeting and AI IPOs" (Bloomberg Surveillance) - "Tough Comp" (Doomberg) - "Last chance salam" (Geopolitical Dispatch) - "'We're investing in AI the cheaper way' 3i Infrastructure's James Dawes" (Investors' Chronicle) - "Why AI Is NOT the Next Dot-Com Bubble" (Macro Mondays) - "The Fed Put Is Dead Why Stagflation & a Bear Market Are Next Vincent Deluard StoneX" (Monetary Matters with Jack Farley) - "Trump Doesn't Give a Damn About Your Problems" (Paul Krugman) - "Anthropic's IPO Filing, Elon's Talarico Obsession, and Elizabeth Holmes' Box Office Surprise" (Pivot) - "The $800 Billion Catch Behind Anthropic's IPO" (Prof G Markets) - "Why AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold Macro Mondays" (Real Vision: Finance & Investing) - "The silver lining in Europe's dark economic clouds" (The Big View) - "Nate Silver Predicts a 'Momentous' Midterm" (The Ezra Klein Show) - "The Next Stage of the Market Correction" (Thoughts on the Market) - "Top of the Morning The AI Economy 4Q26 update - Part 1" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  5. 3d ago

    Political Hedging: The Rise of the State-Aligned Corporation

    Today's episode examines the transition from institutional capitalism to a landscape of 'strategic accommodation,' where corporate survival depends on political proximity and securing physical infrastructure. We analyze the convergence of extreme political volatility, the energy bottlenecks stifling the AI arms race, and the systemic risks emerging from the decoupling of private enterprise and the rule of law. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-26_20-51-50.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:43 - Political Volatility and the Corporate Capitulation 8:07 - The AI Arms Race: From Infrastructure to Agents 15:08 - Macro Headwinds: Housing, Energy, and the Fed 19:31 - Market Correction and the Credit Crunch 21:55 - Conclusion Referenced sources: - "Anthropic Flags 'Existential Risks' in Long-Awaited IPO Filing" (Bloomberg Intelligence) - "Instant Reaction Anthropic Files for IPO" (Bloomberg Intelligence) - "Bloomberg Surveillance TV October 26th, 2026" (Bloomberg Surveillance) - "Patrick Harker on Real-Time Payments and the Future of the Federal Reserve" (Macro Musings with David Beckworth) - "Haunted Housing The Outlook for Residential Real Estate" (Notes on the Week Ahead) - "AI Agents Are Already Changing the Price of Goods" (Odd Lots) - "The $3.5T Bailout Elon's Plan To Merge Tesla And SpaceX" (Prof G Markets) - "325. Why don't billionaire business leaders stand up to Trump" (The Rest Is Money) - "OpenAI When AI Agents Use Computers Faster Than You" (The a16z Show) - "The Next Stage of the Market Correction" (Thoughts on the Market) - "Top of the Morning CIO Strategy Snapshot - An assessment of recent market pricing" (UBS On-Air: Market Moves) - "Signal Over Noise Venture capital is the main driver of AI demand" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  6. Oct 23

    The Margin of Error: Navigating the Global Collapse of Economic Buffers

    Today's episode examines the systemic breakdown of global liquidity buffers, from the widening capital expenditure gap in the AI arms race to the intensifying sovereign debt divergence in Europe and the US. We analyze how the collision of energy scarcity, fiscal instability, and physical infrastructure bottlenecks is forcing a structural shift from managed volatility to permanent economic friction. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-23_17-34-02.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:46 - The AI Arms Race and the Capex Crunch 7:47 - Sovereign Debt and the Great Macro Divergence 14:21 - Energy Security and the New Commodity Volatility 18:29 - Geopolitical Fault Lines and Diplomatic Collapse 21:07 - The Credit Cycle and Private Market Dislocations 23:08 - Conclusion Referenced sources: - "Global Rates French spreads in focus again into the October ECB meeting" (At Any Rate) - "Markets Rush To Safety, French Military Protest Deployment, Brexit-Sized Confidence Slump" (Bloomberg Daybreak: Europe Edition) - "Meta Falls After Boosting Spending Plans for AI Bet" (Bloomberg Intelligence) - "AI Scares and Inflation" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 22nd, 2026" (Bloomberg Surveillance) - "Why Oil Prices Are Surging Despite Recovering Supply" (Exchanges) - "Credit Crunch Waterfall's Cuby on ABF and the European Consumer" (FICC Focus) - "Macro Matters Buckler's Lazar on Repo, Clearing and the Fed" (FICC Focus) - "The Only Way Out Is Through Weekly Roundup" (Forward Guidance) - "To number our days" (Geopolitical Dispatch) - "Global Data Pod Pressures build, growth holds up in Western Europe" (Global Data Pod) - "What's the Deal With Billy Evans A Spoiler-Filled Guide to 'You Can See Everything'" (Hard Fork) - "MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave Developing Crises in Middle-East and France" (Macro Voices) - "France, the Fed & AI's Yikes Moment A Full Markets Check-In with Alan Dunne" (Markets Happy Hour Podcast with Aoifinn Devitt) - "The Forgotten Godmother of Economic Literature" (Odd Lots) - "Elon v. Kara, Tesla's SpaceX Lifeline, and Sacha Baron Cohen on Satire" (Pivot) - "Will Healey's budget burst the Burnham bubble" (Political Currency) - "Moscow Rules Inside the surreal world of Western diplomats in war-time Russia" (The Best of BBC News Russian - in English) - "An Economy So Good No One Can Live In It with Jill Schlesinger⁠" (The Compound and Friends) - "Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says Seelaus" (The Credit Edge by Bloomberg Intelligence) - "Why oil hasn't ruined the global economy. With Rory Johnston" (The Economics Show) - "The Credit Market Boogeyman" (The Macro Trading Floor) - "Why Investors Are Reducing AI Exposure" (The Markets) - "StoneX' Vincent Deluard The S&P Is Hiding a Bear Market #655" (The Meb Faber Show - Better Investing) - "Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI" (The a16z Show) - "Economic Roundtable What's Keeping Global Growth Going" (Thoughts on the Market) - "Washington Weekly Podcast Election Day countdown, Geopolitics, Fraud awareness" (UBS On-Air: Market Moves) - "Breaking down the bond market" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  7. Oct 21

    The Infrastructure Mismatch: When Digital Ambition Hits Physical Constraints

    Today's episode examines the widening gap between unprecedented AI capital expenditure and the critical bottlenecks in power, land, and hardware deployment. We analyze the systemic risks emerging from the decoupling of software scaling from physical reality, ranging from the structural cracks in the AI credit market to the widening K-shaped economic divergence in the United States. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-21_17-30-17.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:37 - The AI Bubble and the Infrastructure Bottleneck 7:31 - The Great Divergence: US Consumer and Political Shifts 12:40 - Sovereign Risk and the European Debt Dilemma 16:02 - Geopolitical Flashpoints and Global Energy Volatility 18:54 - Strategic Shifts in Japan and China's Tech Defense 20:48 - Conclusion Referenced sources: - "The US consumer won't quit" (Barclays Brief) - "Musk Starlink Controversy Grows, Griffin AI Bubble Warning, Meloni's Far-Right Test" (Bloomberg Daybreak: Europe Edition) - "GM Slides as CEO Barra Warns of 'Intensifying' Challenges" (Bloomberg Intelligence) - "Sticky Inflation is Testing the Fed; Midterm Election Countdown" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 20th, 2026" (Bloomberg Surveillance) - "MOFCOM's New Rules and the Future of Chinese AI" (ChinaTalk) - "MOFCOM's New AI Rules" (ChinaTalk) - "Crash or crash through" (Geopolitical Dispatch) - "Hedgeye Investing Summit Fall 2026 Hedgeye Asset Management Portfolio Managers R. Patrick Kent & Sam Rahman and HAM CIO John McNamara" (Hedgeye Podcasts) - "426 French bond spreads a warning sign for Europe" (L&G Talks Asset Management) - "Is The AI Trade Over Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis" (Monetary Matters with Jack Farley) - "Trump is Destroying Americans' Healthcare" (Paul Krugman) - "Is Nvidia Selling More Chips Than Anyone Can Use" (Prof G Markets) - "Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons" (The Compound and Friends) - "Red, White and Who The Swing Voters in South Texas" (The Journal.) - "Trump Turns on Ukraine" (The Journal.) - "GM108 Maybe Japan Is Finally Changing for Real ft. Jesper Koll" (Top Traders Unplugged) - "UBS On-Air Paul Donovan Daily Audio 'Up we go again'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  8. Oct 20

    The Industrial Pivot: From Algorithmic Scaling to Physical Friction

    Today's episode analyzes the structural transition in the AI sector from software-driven innovation to a capital-intensive arms race defined by hardware procurement and energy density. We examine the systemic risks of the 'circularity' in compute financing, the emergence of crypto-native infrastructure lending, and the widening geopolitical divide between US industrial policy and global trade fragmentation. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Investing%20Evening%2FCompact_Digests%2Fdaily_digest_compact_2026-10-20_18-10-54.html&channel=Macro%2C%20Geopolitics%2C%20Investing%20Evening&latest=1 0:00 - Introduction 0:40 - The AI Compute Arms Race 8:03 - Global Macro and Monetary Shifts 16:12 - The Geopolitical Fault Lines 20:39 - The New Era of Trade Warfare 23:20 - Conclusion Referenced sources: - "Exclusive Merz Warns Europe, France Enforces Curfews, Growth Defies Gravity" (Bloomberg Daybreak: Europe Edition) - "GM Slides as CEO Barra Warns of 'Intensifying' Challenges" (Bloomberg Intelligence) - "Blackstone Hauls in $8.7 Billion for Energy Transition Fund" (Bloomberg Intelligence) - "Bloomberg Surveillance TV October 20th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 19th, 2026" (Bloomberg Surveillance) - "The Lithography Lever" (ChinaTalk) - "The MATCH Act" (ChinaTalk) - "Where Is The Crypto Alpha Hiding This Cycle" (Forward Guidance) - "Lula eclipse" (Geopolitical Dispatch) - "Is Inflation About to Derail the Rally" (Macro Mondays) - "CME's Terry Duffy on the Disconcerting State of Finance Regulation" (Odd Lots) - "The Traitor in Chief" (Paul Krugman) - "Trump's Putin Play, Elon's SpaceX Stock Pledge, and Netflix's Staffing Shakeup" (Pivot) - "Why The Tech Selloff Just Reversed Course" (Prof G Markets) - "EU-China Debrief with Yanmei Xie and Finbarr Bermingham" (Sinification) - "Why the Everything Bubble keeps on inflating" (The Big View) - "Central Bank Commentary (September-26) Federal Reserve, Bank of England, Bank of Japan, and the Swiss National Bank" (The Central Banks' Watcher) - "Why You Can't Capitulate to Trump" (The Ezra Klein Show) - "What Happens When Everyone Has a Health Expert in Their Pocket OpenAI's Karan Singhal" (The a16z Show) - "A Narrower Path for Growth and Stability" (Thoughts on the Market) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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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

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