أفضل بودكاسات Joe Faber (2024)

1
What the Nuclear Power Revival Means for the Price of Uranium 44:30

10h ago44:30

44:30

There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of energy, and therefore this crucial commodity will end up being a huge winner. And over the last several years, the price has gone up substantially. But what are the economics of the uranium market? And how sensitive is it to some of th…

1
Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working. 15:28

16h ago15:28

15:28

China is making steady progress in its quest to dominate key industries of the future, despite years of US tariffs, export controls and sanctions. Check out this special episode of Bloomberg's Big Take Asia podcast, as hosts K. Oanh Ha talks to Bloomberg News correspondent Rebecca Choong Wilkins about how the US is struggling to curb Beijing’s tech…

1
Years of Restrictions Didn't Slow China's Quest for Tech Dominance 42:09

1d ago42:09

42:09

In 2015, China identified several key industries of the future for which it aimed to compete at the technological frontier. The 'Made in China 2025' plan included expansion in things like EVs, solar power, batteries, semiconductors, AI, and drones. But now, 2025 is almost here and China's progress has been remarkable across several of these categor…

1
Ep #77 Wild on 7th Alex Stalock, Goalie Goals and Pizza Reviews 1:23:28

3d ago1:23:28

1:23:28

The star of countless Minnesota Wild content pieces over the years, the pride of South St. Paul, Mr. Alex Stalock joins the podcast this week to talk central division rankings, goalie goals, mid-game snacks, his regrets about not starting a pizza blog before Dave Portnoy, and more. Carts is wrapping up sober October, while King tries to reconnect m…

1
Why Home Insurance in Florida Is a Mess 43:00

4d ago43:00

43:00

Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course, new insurance claims. As we all know by now, insurance rates in places like Florida, Louisiana, and California have jumped in recent years thanks to a combination of more natural disasters, higher replacement costs, and other factors. But Florida h…

1
Inside The Great Outdoors 10-27-24 Hour 1 59:21

5d ago59:21

59:21

1
Inside The Great Outdoors 10-27-24 Hour 2 56:52

5d ago56:52

56:52

1
Inside The Great Outdoors 10-27-24 Hour 3 57:32

5d ago57:32

57:32

1
Listen Now: The Deal with Alex Rodriguez and Jason Kelly 1:38

5d ago1:38

1:38

When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez and Bloomberg correspondent Jason Kelly as they get the inside track from corporate titans, sports champions and game-changing entrepreneurs on investing, strategy, reinvention and the ones that got away. The Deal is a Bloomberg Podcasts and Bloomberg Or…

1
Rebroadcast: Bernie Grundman, The Music Master 40:20

6d ago40:20

40:20

Host Jorden Guth’s new baby finally made his debut, so we’re taking a break again this week and resharing one of our favorite season 2 episodes, in which Jorden was joined by legendary mastering engineer Bernie Grundman to discuss what mastering is, what it isn’t, how it differs from remastering, and why vinyl sometimes sounds better than digital. …

1
Lots More on the Ongoing Mess That Is Boeing 21:45

7d ago21:45

21:45

Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The company is facing a string of challenges, including fatal crashes of its 737 Max jet, a door blowing off another 737 aircraft, striking workers, and difficulties ramping up production. That's opened up some pretty existential questions for the compa…

1
How Banks and Private Credit Became the Best of Frenemies 42:28

8d ago42:28

42:28

By now, everyone knows that private credit is a hot market. What's less known is that banks want in on it too. It's an odd state of affairs given that both these entities are in the business of making loans, so in theory they should be competing against each other. But instead we're seeing a bunch of deals, with more than a dozen big banks teaming …

1
Ep #76 Wild on 7th Mikko Koivu, Warm Gloves, Cold Cola, and Shootout Moves 1:24:29

10d ago1:24:29

1:24:29

Long-time Minnesota Wild Captain, Mikko Koivu dropped by your favorite Wild podcast for the hard hitting questions now that he is enjoying his retirement. Carts and King dive into what makes the Fin tick, his love of ice cold coke between periods, the importance of freshly warmed gloves, and his famous shootout move that continually proved successf…

1
Why Mortgage Rates Went Up After the Fed's Big Cut 35:16

11d ago35:16

35:16

On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 basis points. Since then, mortgage rates have gone higher. This is not obviously an intuitive thing to happen. The point of a rate cut is to stimulate the economy by reducing the cost to borrow. And people generally know that interest rates and mortg…

1
Inside The Great Outdoors 10-20-24 Hour 1 59:21

12d ago59:21

59:21

1
Inside The Great Outdoors 10-20-24 Hour 2 56:51

12d ago56:51

56:51

1
Inside The Great Outdoors 10-20-24 Hour 3 57:21

12d ago57:21

57:21

1
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation 50:44

14d ago50:44

50:44

For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across different sectors and geographies, plus bonds, maybe some commodities or real estate, and so on. But, it turns out that you probably would have done better if you just bought large-cap US stocks in the form of an S&P 500 ETF like SPY. …

1
Richard Koo and Zichen Wang on What Just Happened in China 1:18:11

15d ago1:18:11

1:18:11

In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and bolster the real estate market. While it's too soon to know whether the announcements will be successful, the stock market took off like a rocket in the wake of the news. Since the initial unveiling, further efforts have …

1
Ep #75 Wild on 7th Jakub Lauko Will Fight for Fresh Fruit 1:33:49

16d ago1:33:49

1:33:49

Join Ryan King and John Carter, and get your head on straight as the Wild kickoff the 24-25 season at Xcel Energy Center, and the preseason messaging hits the ice in the regular season. New face in the locker room, #94 Jakub Lauko sits down with your favorite podcast to talk about some serious tilts over the years, battling through injury, scary si…

1
Apollo Explains How Big Tech Is Disrupting Credit Markets 46:47

18d ago46:47

46:47

Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and Nvidia now dominating equity indices and basically dictating the path of benchmark returns. And of course, there's been loads of discussion about the real transformational value of AI and whether it's all going to end up being one…

1
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content) 10:05

19d ago10:05

10:05

What if your contracts could be a roadmap to running your business – the first step in managing your relationships with your suppliers and clients? That’s the function of Sirion, a contract lifecycle management software for in-house legal departments. This episode of The ROI Rules of AI explores how Sirion has recently been upgraded with generative…

1
Inside The Great Outdoors 10-13-24 Hour 1 59:43

19d ago59:43

59:43

1
Inside The Great Outdoors 10-13-24 Hour 2 56:45

19d ago56:45

56:45

1
Inside The Great Outdoors 10-13-24 Hour 3 57:33

19d ago57:33

57:33

1
New Loudspeakers Galore - DALI | Treble Clef Audio | Radiant Acoustics | Arendal Sound | Focal 53:03

21d ago53:03

53:03

This week, host Jorden Guth is joined by SoundStage! founder Doug Schneider to discuss all of the hot new speakers coming out right now, including models from DALI, Treble Clef Audio, Radiant Acoustics, Arendal Sound, and Focal. They dig deep into the specifics, and also touch on why so many new and noteworthy loudspeakers are coming out now. Sourc…

1
Austan Goolsbee on How This Cycle Turned Out To Be So Different 46:19

21d ago46:19

46:19

In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now changed. Keeping inflation at bay is still important, but the Fed is now attuned to labor market risks as well. On this episode of the podcast, we speak with Chicago Fed President Austan Goolsbee about how the US economy achieved something that almost nob…

1
The Ultra-Rich Are Building a Separate World Here on Earth 45:42

22d ago45:42

45:42

In recent years, we've seen the emergence of cities whose main industry is that they're a great place to live if you're rich. Dubai would be the ultimate example of this dynamic. But it's not just Dubai. Lots of cities, all around the world, exist to cater to the wealthy, with a set of laws and taxation schemes that act like a magnet for global wea…

1
Ep. #74 Wild on 7th Wild Radio's Joe O'Donnell and Bold Predictions with the Boys 1:15:56

25d ago1:15:56

1:15:56

Minnesota Wild hockey is back! With the home opener Oct 10th, Carts, King and Wild Radio host Joe O'Donnell bring you their biggest, best, and most bold predictions for the 24-25 NHL season. No spoilers here, just a solid show that will set the hook, and reel you in with some intriguing takes to keep you amped about the Wild's hockey season. Don't …

1
The Math That Explains How Multi-Strategy Hedge Funds Make Money 56:56

25d ago56:56

56:56

Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a pod shop and how are they being set up? On this episode, we speak with Dan Morillo, co-founder of Freestone Grove Partners and formerly a partner and head of equity quantitative research at Citadel (one of the most successful multi-strats out th…

1
Inside The Great Outdoors 10-6-24 Hour 1 59:27

26d ago59:27

59:27

1
Inside The Great Outdoors 10-6-24 Hour 2 57:08

26d ago57:08

57:08

1
Inside The Great Outdoors 10-6-24 Hour 3 57:30

26d ago57:30

57:30

1
Lots More on the Ongoing Mess That Is Intel 30:47

28d ago30:47

30:47

The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episod…

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