盘后聊

By BriNews

盘后聊 episodes

September 210921 | AI芯片狂潮与全球棋局：一周财经焦点
本期节目串联一天的重要财经新闻：Meta的Muse智能体点燃芯片股大涨、AMD首破万亿美元市值；油价回落与美欧柴油价格创纪录；联合国大会周的外交斡旋；美中峰会前的经贸铺排；并购市场回暖与Parmount和解；ETF创新与比特币反弹；以及GLP-1药企与消费品牌动向。
时间轴
00:00:04 开场
00:00:29 Meta Muse引爆芯片股行情，AMD首破万亿美元市值
00:02:09 AI政策与关键金属：华盛顿与中国的资源博弈
00:03:00 油价跌破100美元，美国柴油价格却创纪录
00:04:25 俄罗斯延长柴油出口禁令
00:05:16 联大周外交：乌克兰求援与伊朗摊牌
00:06:20 美中峰会前的经贸铺排
00:06:41 市场宏观：股债齐涨、财富效应催生'退休派对'
00:07:35 Parmount和解扫清华纳交易障碍
00:08:35 并购市场升温：KKR押注韩国AI链、Telix大手笔与日产扩产
00:09:47 ETF创新潮：autocallable、杠杆互换与ABS发行
00:10:49 比特币重返8.6万美元，Strategy重启买入
00:11:18 GLP-1竞赛：礼来借Medicare扩张，诺和诺德令人失望
00:12:11 楼市两极：僵尸写字楼与Williams-Sonoma的胜利
00:12:44 企业与体育品牌：GameStop回购、Just Salad与雄鹿队
00:13:27 白宫记者禁令与媒体 sued 风波
00:14:17 收尾
相关信息
Meta, Tech Stocks Lift S&P 500 to Best Day Since August
Meta Surges 11% as AI Agent Demand Fuels Chip Rally | Closing Bell
Meta's Muse personal AI agent tops ChatGPT, Grok and Claude for post-launch downloads
AMD, Intel Soar as Meta’s Muse AI Agent Spurs Chip Stock Rally
AMD hits $1 trillion market cap for the first time as stock rides 5-day rally
Intel surges 12% as CPU stocks rally. Here's what's driving the move
Our top 10 things to watch in the stock market Monday
Trump says DOJ will rein in AI 'if we have to'
Trump admin won't give AI leaders a 'liability shield,' Bessent tells CNBC
Inside the New War for Critical Metals
AI, data center alarms dominate Congressional Black Caucus week in Washington
Accenture Up on Partnership with Anthropic; Novo Nordisk Falls on Turnaround | Stock Movers
Oil Drops Below $100 With Focus on Hormuz Flows, Diplomacy
U.S. crude oil falls back below $100 per barrel after Trump says he's open to talking to Iran
US Diesel Tops Record as Global Crunch Feeds Inflation
‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies
Russia Set to Extend Diesel Export Ban Beyond End-September
UNGA Convenes While Questions Remain on Iran, Russia
How a US Diesel Export Ban Can Impact Prices, Oil Market
Iranian President Pezeshkian to head to New York for UN meeting as Trump warns of no-deal consequences
U.S.-listed Greenland stocks surge after Trump announces security deal with Denmark
USTR Jameison Greer lays the groundwork for upcoming Trump-Xi summit
Stocks, Bonds Climb as Oil Falls on US-Iran Hopes
Treasury yields ease as global borrowing costs tumble
Stock boom is fueling a ‘retirement party,’ economists say — what it means for workers
Paramount and state AGs settle lawsuit, allowing Warner Bros. merger to proceed
Paramount Set to Settle Lawsuits, Clearing Way for Warner Bros. Deal
Paramount Talks Include Penalty for Missing 30-Film Pledge
This Is a Healthy Environment for Deals, Rizzieri Says
Telix Beefs Up Radioisotopes Supply With $2.35 Billion Deal; Shares Crash
KKR Bets on Korea AI Supply Chain After Record $3 Billion Deals
Nissan eyes increasing U.S. production as new Rogue hybrid launches
How Many ETFs Is Too Many?
The World's First Autocallable ETF
Jane Street Offering Swaps for ETFs
ETF Seed Amount Not 'One Size Fits All': Christensen
Truist Sees ABS Sales Climbing 15% This Year as Spreads Narrow
These Gen Z-approved investment funds are having a moment—what investors should know
Strategy Makes First Purchase of Bitcoin Since August
Bitcoin hits highest level since January at $86,000, as the market debates whether the 'crypto winter' is over
Eli Lilly CEO says 700,000 new seniors have started GLP-1s after Medicare coverage, and 70% are on Lilly drugs
Eli Lilly CEO tells CNBC one-third of new GLP-1 pill patients are taking Foundayo, as drugmaker ramps up production
The Zombie Office Apocalypse
Williams-Sonoma's stock has soared in a sluggish housing market. Here's how it won over Wall Street
GameStop Rises After CEO Cohen Buys $26.4 Million of Shares
Just Salad CEO Nick Kenner on Brunson partnership
Bucks President on Uline Partnership, New NBA Season
Soccer superstar Kylian Mbappé on ending 20-year journey with Nike: 'It was time to change'
Trump to be sued by MS NOW, CNN, Politico to reverse White House ban
White House TV pool won't cover Trump after press ban: CNN
What is the White House press pool and why does it matter?
Flights disrupted into Newark, New York, Philadelphia after cut Verizon cable
German voters turn to left and far-right as 'disaster' for ruling CDU threatens pro-growth reforms
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
16 min
September 180918 | 加息之后：市场、AI与地缘的连锁反应
本期节目梳理美联储加息后的市场连锁反应，从利率与债市讲到汇率与个股，再看AI竞赛、政治与地缘风险，以及"小巷百万富翁"揭示的财富地图，帮您一文看清本周财经主线。
时间轴
00:00:04 开场
00:00:24 联储加息落地：一次到位还是新周期？
00:03:57 私人市场与财富格局：百万富翁与巴菲特谢幕
00:06:10 日元防守与强势美元
00:07:36 汽车与消费：大众预警、美妆融合与餐饮体育热潮
00:09:35 个股风向标：On、StubHub与媒体科技股
00:12:48 AI竞赛与风险：从"认知投降"到监管博弈
00:15:34 政治与地缘：中期选举、中东与全球摩擦
00:18:30 收尾
相关信息
Stocks Waver as Treasuries Yield Resume Advance
Dollar Surges to Best Week Since June on Higher Rate Outlook
Investor Sentiment Plunges to 16-Month Low, AAII Survey Shows
'Hike Doesn't Change Fundamentals,' says Cetera's Goldman
Three words from Kevin Warsh have Wall Street wondering how far the Fed will go with rate hikes
Oil Remains Primary Risk Driving Higher Rates Says Haworth
Short-Term Treasury Borrowing Costs Jump in Repo as Yields Surge
Bowman Expects Finalized Fed Stress Test Revisions in ‘Coming Weeks’
Fed staff should have known Silicon Valley Bank was vulnerable, new report finds
New SVB Review Finds Fed Missed Repeated Warnings
Earnings, Not the Fed, Are Driving Stocks: UBS's Lovell
KKR’s McVey Favors Private Markets as Traditional Hedges Crumble
Compounding Is 8th Wonder of the World, Says KKR's McVey
Odd Lots: How Beer Distributors and Other “Little Guys” Got Rich
Buffett Steps Down as Berkshire Chair, Ending Six-Decade Run
Warren Buffett steps down as chairman of Berkshire Hathaway: 'Father Time always wins'
Yen Pares BOJ-Fueled Declines as Nikkei Reports a Rate Check
StanChart’s Englander Betting Against Yen ‘Short-Term’
Investors Pull $1.8 Billion From Muni Market as Return Slump Extends
VW Cuts Outlook After Writedown on Porsche, Decline in China
Auto industry urges Trump to bar Chinese automakers in U.S. ahead of Xi visit
Why more companies are fighting over consumers' beauty, health and wellness spending
GLP-1, adolescentes y redes sociales
Hyrox Risks Alienating Its Core Customers
Wendy's franchisee files for Chapter 11 bankruptcy protection as burger chain struggles
On Holdings New Partner; Netflix Analyst Downgrade | Stock Movers
Nike parts ways with Kylian Mbappé, soccer superstar signs with On
StubHub shares tick higher for third day in a row after Citi upgrade
Specialty Insurer Orion180 Falls 4.8% After $240 Million IPO
Disney names CTO for the first time as media giant expands tech push
Sportsbooks remain king this football season, but upstarts are making a run for the money
Tata Board Mutiny Leaves Patriarch Little Choice But to Litigate
AI stock swings could affect your 401(k). Here’s what retirement savers need to know
OpenAI's latest AI revelation is a 'serious situation,' Microsoft's Suleyman tells CNBC
What If “Cognitive Surrender” Is the Real Existential Risk?
California Gov. Newsom issues executive order to rein in AI 'before it's too late'
Rep. Chip Roy doesn't want to regulate AI, but says Congress should have an oversight role
South Africa Holds Off on AI Rules Pending Global Watchdog View
US and China Vie For AI Lead Before Trump- Xi Summit
JPMorgan CEO Jamie Dimon attending Trump's state dinner for China's Xi: Source
Trump's $403 million war chest is finally being spent on the midterms. Now comes the hard part
Social Security reform plans could sway voters in battleground Senate races, survey finds
In Businessweek: Marco Rubio is Trump's Emissary
Oil prices little changed as market assesses disruption from Saudi pipeline closure
UN mission finds evidence signaling U.S. war crimes in Iran; Washington rejects report
Putin targets Nestle's Russian business as Kremlin tightens grip on Western assets
Screwworm Reappears in New Mexico Ahead of Port Reopening
IRS tax debt agreements have plummeted: 'I've never seen a number that low,' taxpayer advocate says
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
20 min
September 160916 | 加息、油价与AI监管：一周市场与政治风暴
美联储三年来首次加息震动市场，油价与利率双重压力冲击消费者与企业；华盛顿围绕制裁、弹劾与AI监管激烈博弈；AI巨头酝酿新资金与新的监督机制，能源与地缘政治牵动全球市场。
时间轴
00:00:04 开场
00:00:30 美联储三年首次加息与市场反应
00:04:06 油价与利率对消费者的双重打击
00:05:36 消费分化与航空业的高端竞赛
00:06:57 能源与地缘政治：委内瑞拉、中东与小麦
00:08:04 AI监管之争：放任还是设防
00:09:35 AI资本热潮与融资隐忧
00:11:37 华盛顿政治：制裁、弹劾与国会问责
00:12:50 收尾
相关信息
Fed approves interest rate hike, signals one more to come this year
10-year Treasury yield climbs back to 5% after Fed hikes rates, Warsh highlights inflation risks
Bond Market’s ‘Extreme’ Short Counts on Fed to Deliver Hike
Aggressive Rate Hike Bets Raise Stakes for Fed
Stock Market Today: Nasdaq, S&P 500 Up Ahead Of Likely Fed Rate Increase; AI Leader Dell Jams (Live Coverage)
Stocks, Bonds Find Relief Ahead of Fed, EU Floats Canada Becoming 'Associate Member'
Goldman Chief US Economist: Economy Isn't Overheating
Steven Major Says Fed Rate Hike May Trigger a Bull Steepening
Bizarre volatility bet in the options pits is a head scratcher ahead of Fed rate decision
Stocks, Bonds Rise in Countdown to Fed Decision
Ed Yardeni Cuts S&P 500 View to 7,900 on Downturn Risks
World's top-performing sovereign wealth fund warns of looming pullback in U.S. stock market
The Short Term Has Never Been More Interesting
Consumers hit by one-two punch of oil and rates from Iran war. The estimated bill is $1,700 per household
'Science fiction': Transport companies — the backbone of economy — are sounding alarm on fuel prices
J.B. Hunt stock plunges 10% after company warns third-quarter earnings will fall
United, American Say Fuel Cost Surge May Mean Capacity Cuts
Oil prices fall after U.S. says damaged Saudi pipeline will restart operations in days
Strong Retail Sales Hide Consumer Divide: Analyst Kodali
American Airlines says 30% of seats drive half of revenue as premium cabin rush heats up
Costco expands Uber Eats delivery partnership to 47 states
Tropical Smoothie Cafe is getting a makeover as it prepares for its 'next 3,000' locations
Boeing CEO: 737 Max production taking 'a little bit longer' to stabilize than expected
Continental Resources to develop massive oil patch in Venezuela
Trump Lifts Venezuela Narco Status and Says Colombia May Follow
Saudi says Houthis targeted Mecca with a drone, Iran-backed group rejects claim
Kremlin Pushes to Keep Russia’s Edge as Biggest Wheat Exporter
Pentagon CTO says U.S. government shouldn't take stakes in tech giants, questions adding AI rules
Sen. Blumenthal urges AI oversight: 'We're on the verge of losing control'
Anthropic policy chief says AI companies can't be expected to operate on 'honor code'
Anthropic, OpenAI proposed new 'neutral' AI watchdogs. Why you should worry about the idea
Reddit co-founder says tech industry has been 'tone deaf' in explaining AI: 'Misinformation flying around'
OpenAI investors have approached the company about a new funding round
Hyperscaler debt signals warning sign, Apollo cautions
Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing
Impulse Space Raises $308 Million in Latest Funding Round
Goldman, GIC Among Buyers in NSE’s $703 Million Anchor Book
Lagging sector looks poised for a rebound. Here's how Mike Khouw is trading it
House set to pass sweeping Russia sanctions bill honoring Lindsey Graham
Hegseth avoids impeachment vote with early House election recess
House votes to hold Leon Black in contempt of Congress over Epstein subpoenas defiance
SEC Moves to Scrap Rules on Shareholder Proxy Proposals
Senate is still a toss-up, but Democrats now have slight edge, prediction market traders think
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
14 min
September 150915 | 收益率飙升、美联储与AI安全之争：市场与监管一周扫描
本期节目聚焦美债收益率升至2007年以来最高、美联储加息预期升温对股市和债市的冲击；同时梳理AI安全与监管之争——从参议院听证到行业巨头分歧；并覆盖加密监管受挫、伊朗战争与油价、企业动态与民生消费新闻。
时间轴
00:00:04 开场
00:00:32 债市风暴：收益率创2007年以来新高
00:02:00 财政部干预与贝森特听证会
00:02:59 AI安全监管之争：两大阵营成形
00:04:21 行业巨头分歧与自救：Huang vs. Amodei、标准机构
00:05:23 AI资本错配担忧与投资影响
00:06:32 加密货币监管受挫
00:07:05 伊朗战争与油价冲击
00:08:46 企业与商业动态
00:09:44 华盛顿政治与法律
00:10:44 民生与消费
00:12:12 收尾
相关信息
US Stocks Fall as 10-Year Yield Hits Highest Level Since 2007
10-year Treasury yield hits highest level since 2007 as traders bet a Fed rate hike is coming
Stock Market Today: Dow Dives As Yields Jump; Nvidia Up But This Biotech Play Flashes Sell Signal (Live Coverage)
Jim Cramer's top 10 things to watch in the stock market Tuesday
Traders Game Plan What 10-Year Yield at 5% Spells for US Stocks
Treasury Yields Above 5.25% Change Everything
US 10-Year Yield Rises to Highest Since 2007 Ahead of Fed Decision
Beaten-up bond market may be nearing 'escape velocity.' Here's what that means
US 10-Year Yield Rises to Highest Since '07, Trump Says AI Fears a 'Hoax'
What to expect from stocks and bonds if interest rates remain higher for longer, according to investing pros
No one and done: The Fed will hike at least two times over the next year, according to CNBC survey
Americans' incomes rose and poverty fell in 2025, Census Bureau says
Treasury Secretary Bessent defends Trump economic record in contentious hearing
Bessent Defends Treasury's Bond Market Intervention
The Debasement Trade Splits as Gold and Bitcoin Bets Diverge
Trump admin. says private sector can solve AI threats as critics balk
AI skeptics from Bernie Sanders to Steve Bannon urge action, as Congress, Trump idle
Two camps have emerged in the debate over AI safety and regulation
Nvidia and Anthropic CEOs diverge on AI safety at Dreamforce: Huang says fast vs. pacing is 'false choice'
Will AI really destroy humanity? Pioneers who created the tech weigh in
OpenAI, Google, Anthropic discussing collaboration on AI safety issues
Musk urges top AI labs, Chinese companies to test each other's models amid calls for slowdown
Trump’s opposition to AI rules undercuts industry's calls for a slowdown
AI Will Be Biggest 'Misallocation' of Capital, Says Noble
Santoli: The youthful phase of AI is over. What it means for investors
Potential AI slowdown is not ‘end of the world’ for data center real estate, says Digital Realty CEO
Senate cloture vote on Clarity Act fails, dealing regulatory blow to crypto industry
AMC-Robinhood Feud Tests Who Gets to Put Stocks on Blockchains
Iran war has cost on average $246 million per day in its first five months, CBO finds
Iran Squeezing Saudi Oil on East and West, Schork Says
U.S. crude oil rises back above $104 as market awaits updates on Saudi pipeline outage
Russia Boosts Oil Exports as Middle East War Sends Prices Soaring
Ford increases V-8 engine availability, lowers performance prices for 2027 F-150 trucks
Agility Unveils Humanoid Built to Work With People
Brookfield Agrees Recapitalization of Center Parcs at $6 Billion Valuation
Nike co-founder Phil Knight to donate $1.1 billion to Oregon medical center
AWS says it can't restore service to Bahrain, UAE facilities 6 months after Iran strikes
Trump says Kennedy Center will stay closed without renovation unless his name is added back
Trump calls Supreme Court mail ballot ruling 'big loss for Republicans'
Mitch McConnell returns to Senate after three-month health absence
Susquehanna Insider Trading Case Called Into Doubt by Judge
Trump Account contributions have a Dec. 31 deadline — and employers can complicate the math
Mortgage credit scores are evolving. What homebuyers need to know
Airfares, gas and hotel prices were up this summer—Americans traveled anyway
Children's clothing retailer Carter's is rebranding to appeal to a new generation of parents
The New Airport Luxury Is A $5K Private Lounge For Flying Commercial
Merz Promises German Drivers Relief on Surging Gas Prices
Carney Expands Tax Break to Broad Range of Investments
Dutch to Propose Capital Gains Tax to Break Reform Deadlock
México pierde a turistas que más gastan y apuesta por China
Brightshore Capital Launches $250 Million Property Platform
Maduro Fixer Saab Pleads Guilty in US Money-Laundering Case
Venezuela Squeezes Banks as Higher Spending Tests Bolivar
Radiant World Group Sues Glencore For $2 Billion, Executive Says
Glencore Faces $2 Billion Suit as It Alleges Radiant World Fraud
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
13 min
September 140914 | AI放缓警报、油价飙升与美联储考验
本期节目聚焦三大市场主线：AI行业放缓信号引发的科技股抛售、美伊冲突与沙特管道遇袭带来的油价飙升，以及通胀高企下美联储本周的加息决定。同时穿插银行、ETF、保险上市与地缘政治的最新动态，帮助听众理解当前市场情绪为何如此紧张。
时间轴
00:00:04 开场
00:00:31 AI巨头呼吁放慢脚步,科技股遭遇不同寻常的抛售
00:02:22 特朗普怒斥AI警告,中国称放缓呼吁是'恐慌言论'
00:03:30 沙特关闭关键输油管道,油价飙升
00:04:37 油轮日租金破百万美元,预测市场押注汽油新高
00:05:47 柴油价格创纪录,特朗普转向指责俄乌战争
00:06:44 美债收益率触及5%,美联储本周料加息
00:07:40 美银投行费用预警与市场防御心态
00:08:31 保险业资本动作:两家公司IPO/融资与Puig收购
00:09:02 加密立法与债务上限:华盛顿的博弈
00:10:03 企业快讯:日产、太空创业、诺和诺德及其他
00:10:58 ETF视角与市场情绪
00:11:39 收尾
相关信息
Which matters more to stocks: the bond market or AI risks? The volatility gauge might offer an answer
Oil Surges as Saudi Arabia Shuts Down Major Crude Pipeline
Counting the votes: Warsh faces a tough battle as the Fed girds for expected interest rate hike
AI stocks sink while cybersecurity shares rally on slowdown fears
OpenAI boss Sam Altman spells out how and why the AI industry wants to slow down: 'We could lose control'
Microsoft sets limits for future AI models as industry throttles frontier development
AI Scare Threatens Fund Flows Beating Rest of Market 13-to-1
This Is A Different Kind of AI Selloff
Not all tech is under fire in Monday's selling, while investors seek refuge in defensive stocks
What Amodei's AI slowdown could mean for Anthropic's imminent IPO
Trump phones Nvidia’s Huang at All-In Summit, calls data center opposition a ‘hoax’
Trump goes scorched earth on AI warnings, raging about data center opposition and regulation
China says AI CEOs' call for a slowdown is 'fear mongering'
Stocks Fall as AI Slowdown Fears, Oil Jitters Hit Sentiment
Satellite images show extent of damage to Saudi Arabia’s oil pipeline that bypasses Strait of Hormuz
Oil prices rise after Saudi Arabia shuts down critical pipeline that bypasses Strait of Hormuz
US Energy Secretary Wright on Mideast Oil Flows, Hormuz, Refining
Iran says it destroyed U.S. advanced drone over Hormuz as Middle East conflict intensifies
Prediction market traders think gas prices will hit new highs for the year
'BWET' ETF Doing Too Well, Scaring Investors: Geraci
Oil Tankers Earn $1 Million a Day as War Leaves Ship Shortage
Up 3,600%, this freight fund has posted the biggest gains of all on Iran war oil shock
Trump urges Ukraine to stop ‘knocking out’ Russian oil refineries as U.S. diesel hits record
Ukraine says it's open to halting attacks on Russian energy after Trump's claims of deal
Trump administration repeals Biden era greenhouse gas requirements for power plants
Etihad Airways CEO on Airline, Fuel Prices, IPO
US 10-Year Breaches 5% as Inflation, Supply Worries Mount
10-year Treasury yield hits 5% for first time since 2023 as traders brace for Fed decision this week
The Fed is likely to raise interest rates as inflation persists. What that means for consumers
Junk Firms Plot $13 Billion Debt Refinancings as Rate Hikes Loom
Bank of America expects third-quarter investment banking fees to fall more than 10%; shares slide
Moynihan Says Bank Is Still Strong, Even If Trading Revenue Comes In Flat
Jim Cramer on why 'sitting on your hands' is worth it in this oversold market
Bamboo Insurance Backers Seek $700 Million in US IPO
Canadian Insurer Sagen Plans to Raise Around C$300 Million
Puig Agrees to Take Control of Isdin in €1.2 Billion Deal
Tariffs Forced Nissan to Speed U.S. Production, Says Americas Chairman
Space startups raise big money in funding blitz as Europe aims to challenge U.S. dominance
Novo CEO tells CNBC why drugmaker is rebranding, needs to 'rethink' obesity strategy
Aon Draws $65 Billion of Demand for Bond to Fund USI Acquisition
Warren to rip Clarity Act on Senate floor ahead of key preliminary vote
Trump agrees to ethics requirements in crypto Clarity Act as GOP seeks Democratic votes
Why the election could make Washington's looming next fiscal crisis harder
Leveraged ETFs, TLT Flows, Boomer Cavities | ETF IQ 9/14/2026
Worried About 'Overconfidence' In Markets: Huszczo
Crane Collapses on Cars in Miami Financial Center; Four Injured
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
13 min
September 110911 | 通胀升温、油价震荡与9/11二十五年：本周财经全景
本期节目围绕四条主线展开：八月CPI超预期带来的通胀与美联储加息压力、油市与中东局势的最新变化、人工智能热潮引发的融资与安全之争，以及9/11事件25周年的纪念与华尔街的传承。节目最后还带您关注消费与民生领域的几则有趣新闻。
时间轴
00:00:04 开场
00:00:35 通胀数据与美联储加息预期
00:02:12 伊朗战争、制裁与油市震荡
00:05:46 能源通胀冲击：CPI背后的战争因素
00:06:28 AI热潮：万亿债务、可转债与明星个股
00:07:51 AI安全之争与监管呼声
00:08:27 9/11二十五周年：纪念、重建与华尔街传承
00:10:41 民生与消费：巴克拉瓦创业与消费者信号
00:12:19 收尾
相关信息
US Core CPI Rises More Than Expected in August
Jim Cramer's top 10 things to watch in the stock market Friday
Treasuries End Bruising Week With Fed Hike Bets Firmed After CPI
Investors in European Debt Are Getting Buyers’ Regret, BofA Says
Bonds are going on tilt. How to play them, says Mike Khouw
Analysis: Hot CPI puts Kevin Warsh’s Fed credibility on the line before rate decision
Here’s the inflation breakdown for August 2026 — in one chart
The oil shock is testing private credit borrowers already burdened by high debt costs
Ground Beef Prices Rose in August, Impeding Trump Efforts
Jeff Currie Sees ‘Extremely High’ Chance of $5 Gas by Midterms
Trump says he has no regrets about starting the Iran war as U.S. dials up economic pressure
Bessent says 'a large bank' will be sanctioned on Monday as part of Iran strategy
US Airline Sanctions Sever Some of Iran’s Last Outside Links
Saudi Arabia shut down East-West crude oil pipeline after multiple attacks
Houthis reportedly advance to key Red Sea island, further threatening crucial oil choke point
Iran, Russia condemn Western economic sanctions and urge BRICS bloc to deepen economic ties
I went to Caracas for Venezuela’s new oil deals. Here’s what stood out
Oil prices fall Friday, but post sharp weekly gains as tensions in the Middle East rise
Election officials ban certain public workers from trading on prediction markets ahead of midterms
Cantor Co‑CEO: AI Capex Will Drive Trillions in New Debt
Cantor’s 9/11 Charity Day
Wall Street Marks 25 Years Since 9/11
US Convertible Bond Market Hits Record as AI Spending Surges
Leopold Aschenbrenner's Situational Awareness is active in options market, sources say
Dell stock jumps on RBC initiation, now up nearly 350% in 2026
Trump dismisses AI extinction risks as more than a dozen OpenAI, Anthropic insiders call for a slowdown
Why Everyone Is Suddenly Talking About AI Safety
AI regulation calls grow in DC after researcher's extinction warning
Pennsylvania Data Center Limits Are a Threat to Gas Firms, Trade Group Says
UAE plans $46 billion investment in Germany, with data centers a key focus
9/11 Observed With Somber Remembrance on 25th Anniversary
In pictures: The U.S. commemorates the 25th anniversary of 9/11
Nader Sisters on Remembering 9/11 and New TV Projects
Allan Houston on Charity Efforts, NY Knicks Championship
Former NYR Goalie Henrik Lundqvist on Remembering 9/11
Dan Chung rebuilt a decimated Alger Management after 9/11. He's still finding the market's winners
In Post 9/11 Era, NYC's Downtown Forges Life Beyond Wall Street
NYC's 'Baklava Guy' started selling Turkish pastries as 'a joke,' now it brings in $20K/month: 'It's my whole life'
Social Security COLA for 2027 may be 3.5% to 3.6%, new estimates show — the highest in 3 years
Hassett Sees Fiscally Responsible Path to $5,000 Payment
Nonprofit received $2 million from Olivia Rodrigo and Melinda French Gates—it wants to give cash to abuse survivors
Record U.S. cyclosporiasis outbreak is over, CDC says
Why this industrial gas giant deserves its premium valuation (and should be owned)
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
14 min
September 040904 | 就业数据震撼市场：利率、IPO与消费新趋势
本期节目聚焦重磅美国就业数据及其对美联储利率预期的冲击，同时探讨Dangote创纪录IPO与AI企业上市潮、大学学费困境、消费与信用卡策略、特斯拉与Lululemon等个股动态，以及地缘政治引发的柴油价格飙升。
时间轴
00:00:04 开场
00:00:29 强劲就业数据冲击市场，加息预期升温
00:02:49 Dangote 16亿美元IPO与AI巨头上市潮
00:03:21 大学学费高企，家庭如何应对
00:04:53 信用卡积分攻略与消费趋势
00:05:44 美网时尚、零售与AI购物季
00:06:44 特斯拉Cybercab遇冷与个股波动
00:07:38 AI债券、量化ETF与信用市场动态
00:08:48 地缘政治推高柴油价格，通胀压力加剧
00:09:45 监管与商业争议动态
00:10:39 体育、娱乐与其他商业新闻
00:11:23 收尾
相关信息
Blowout Jobs Report Jolts Markets | Open Interest 9/4/2026
U.S. payrolls rose 162,000 in August, much more than expected; unemployment rate at 4.1%
US Adds 162,000 Jobs, Topping All Estimates
2-year yield rises to highest since January 2025 after hot jobs report boosts expectations that the Fed could raise rates
Bond Traders Boost Fed-Hike Odds After Jobs, Await Inflation
Here are our top 10 things to watch in the stock market Friday
Trump Says Fed ‘Must Get Smart’ and Lower Interest Rates
Trump tells Fed to slash rates or he'll end trade with countries with U.S. surpluses
Trump Doubles Down on Push for Lower Rates After Strong Jobs Report
Analysis: Lower Treasury yields could require a weaker economy. Trump won't fix them
World's biggest sovereign wealth fund plans to cut U.S. Treasury holdings
Dangote Seeks to Raise $1.6 Billion in Nigeria’s Biggest IPO
Tesla's stock drops as Cybercab update 'underwhelms' Wall Street
Lululemon Falls on China Business; Tesla Cybercab Service | Stock Movers
Cybercabs are a game changer, says Mike Khouw. Here's how he's trading Tesla
Lululemon stock plunges 20% on disappointing earnings and outlook
Adobe names Anil Chakravarthy as CEO, replacing Shantanu Narayen
US Open Players Make Fashion Statements, Drive Retail
Retail Stores More Relevant Than Ever: Telsey
Back-to-school shopping brought to you by AI — how Amazon, Google are positioned to win
DoubleLine Sees Value in Big Tech (GOOGL), (AMZN) Bonds After AI Debt Selloff
A $1.6 Billion Quant ETF Pivots to Huge Oil Bet as Adviser Exits
Blue Owl Tech Fund Raises $150 Million Through Private Placement
Diesel hits record high as Ukraine and Iran wars knock out refineries, fueling inflation worries
U.S. 'Economic Outcast’ operation gains momentum as EU joins sanctions; South Korea weighs military backing
US Sanctions Small Turkish Investment Bank Over Iran Links
France Seizes €65 Million as Part of McKinsey Tax Case
Pulte’s Rewewed Attack on Credit Bureaus Sends FICO Plunging
Could Bank Research Vanish From X?
Longtime host Maria Bartiromo disputes reports of Fox News termination
BlackSun Raises $1 Billion for New Sports and Media Fund
WNBA Commissioner Cathy Engelbert to retire at the end of 2026
Volkswagen plans 50,000 job cuts as analysts see ‘halo effect’ for German auto industry
Portugal to Negotiate With Lufthansa, Air France-KLM on TAP
Aptera's Plan to Beat EV Costs
Labor Day marks the start of 'fallcations' as wealthy travelers avoid summer crowds
The big business of personal protection: How private security became a $50 billion industry
Gloria Steinem hosted salons in her living room for decades—how to gather for conversation and connection, says expert
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
12 min
September 030903 | 利率转折点：市场静待华尔街的下一个信号
本期节目围绕美联储降息预期升温、全球债市波动与信用市场暗流展开，再聊AI与科技股热潮、中东局势推高油价，最后带您看消费、退休储蓄与散落各界的趣闻。
时间轴
00:00:04 开场
00:00:23 美联储政策风向转变
00:02:52 债市表象之下的万亿裂痕
00:04:02 AI热潮：英伟达收购Hugging Face与普及阶段
00:05:48 中国风险渗透美国AI基建
00:06:38 中东冲突推高油价
00:07:53 加美贸易摩擦升级
00:08:15 退休储蓄：余额新高却遭挪用
00:09:37 消费降温与旅游业压力
00:10:48 高校与城市的财政困境
00:11:26 特斯拉与新能源、消费科技动向
00:12:10 日本车企与全球体育、文化趣闻
00:12:44 富豪家族办公室的投资新宠
00:14:09 收尾
相关信息
Fed Governor Waller indicates he will support holding rates steady at September meeting
The Fed Fights Over the Right Sports Analogy
S&P 500 Notches Best Day in Month as Traders Pare Rate-Hike Bets
Treasuries Rise After Fed’s Waller Notes Inflation Progress
Stocks, Bonds Rise as Fed-Hike Bets Ease on Waller
Stock Market Today: Dow Up On Fed Governor Remarks; Nvidia Rallies On Hugging Face Deal (Live Coverage)
Closely Watching CPI Next Week: BNP's Robson
Not Getting Signs of Overheating from Any Labor Market Indicators, Says Darda
Bessent 'Wants To Win', Drive Yields Lower: Brill
Why Nuveen’s Rodriguez Is ‘Fairly Neutral’ on Duration
UBS's Panseri on Global Bond Yields, ECB Hike Expectations
Odd Lots: What the Fed Needs to Do to Shrink Its Balance Sheet
Trillion-Dollar Dislocation Hides in Calm Credit Markets
Blackstone Private Credit Fund Again Caps Redemptions at 5%
Public Storage Readies Inaugural Canadian Dollar Bond Sale
Hugging Face approached Nvidia’s Huang weeks ahead of $12.9B acquisition, CEO tells CNBC
What's behind Nvidia buying Hugging Face? A past Microsoft deal offers clues
Lei Qiu Says AI Is Moving Into Adoption Phase
Google starts September with AI momentum after longest monthly losing streak in over a decade
Options volume erupts in retail trading favorites as Robinhood, Tesla surge
OpenAI begins rolling out Astra model after warning of its advanced cyber capabilities
Hidden China risks are emerging in America’s multibillion-dollar AI data center boom
Automakers urge Congress to permanently ban Chinese connected vehicles in U.S.
Brent oil price above $96 per barrel after Iran fires missiles at Kuwait
Iran strikes Kuwait as Trump says renewed Mideast hostilities will not last 'too long'
Your ETF of the Moment: Riding the Wild, War-Fueled Oil Market
'Danger zone of extreme weather': UN warns of supersized El Niño set to hit global economy and markets
Carney claps back at Lutnick, says Canada will resume trade talks 'when the Americans are ready'
'No steering wheel, no pedals': Tesla teases fans ahead of long-awaited Cybercab update
ChargePoint CEO says 70% stock surge 'is the beginning of the momentum'
Microsoft to impose time limits on Xbox cloud gaming subscribers as costs continue to climb
The Hottest New Trade Is Your Own Electricity
Campbell’s Shares Slump on Sales Drop, Dividend Cut, Outlook
Travelers Book Later and Some Trade Down: BWH CEO
US Travel Industry Facing 'Self-Inflicted' Problems, Says Travel Association President
Cash-Strapped Colleges Are Draining Their Endowments to Survive
Chicago Projects $882 Million Budget Gap on Bond, Pension Costs
Average 401(k), IRA balances hit record highs — but more workers are raiding their accounts, Fidelity says
How much money Americans in their 30s and 40s have in their 401(k)s—see how you stack up
Billionaire family offices back healthcare and biotech startups in August
Toyota’s Sato on How Japanese Automakers Stay Relevant
NFL set for first-ever game in Melbourne, Australia, in international expansion
Hearn Reveals Fury-Joshua Location Battle
Behind the Making of the US Open's Famous Honey Deuce Cocktail
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
15 min
September 020902 | 油价、债市与AI：市场风暴中的今日财经
中东冲突推高油价、美债收益率飙升，美联储九月是否加息成焦点；委内瑞拉石油协议搅动能源格局；AI交易面临考验；亚洲市场与企业各有动作。本期节目为您梳理今日最重要的财经与时事脉络。
时间轴
00:00:04 开场
00:00:26 美伊冲突升级与油价飙升
00:01:46 美股反弹与油价的拉锯
00:02:49 利率、债市与就业数据
00:04:05 加拿大央行按兵不动应对关税冲击
00:04:26 委内瑞拉石油协议与能源大博弈
00:05:43 AI交易面临考验
00:06:50 数据中心阻力与AI对冲基金巨亏
00:07:47 亚洲市场与日元动态
00:08:55 尼泊尔洪灾与气候风险
00:09:12 公司与行业动态
00:11:12 政策与政治风向
00:11:56 体育风波与名人动向
00:12:40 民生与理财
00:13:17 收尾
相关信息
Stocks Rebound as Oil Prices Stay Elevated | Closing Bell
Stocks, Bonds Bounce as Oil Halts War-Fueled Rally
US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026
U.S. crude near $90 as Iran retaliates with strikes on Kuwait, Jordan and Bahrain
10-year U.S. Treasury yield hits highest level since November 2023
Private payrolls rose by 38,000 in August, less than expected, ADP reports
US and Iran Renew Fighting, Global Bond Rout Deepens
Iran says two tankers have hit Hormuz naval mines. U.S. disputes claim
Trump floats renaming Strait of Hormuz the 'Trump Strait'
Energy Secretary Chris Wright tells CNBC more than 17 million barrels of oil transited Hormuz on Monday
Kalshi Seeks Never-Expiring Oil Futures Amid 24/7 Trading Debate
S&P 500 Rises to Snap Three-Day Skid as Oil Prices Halt Advance
Stock Market Today: Dow Up On Surprise Jobs Data; Dell Tries To Break Out (Live Coverage)
Jim Cramer's top 10 things to watch in the stock market Wednesday
New York Fed's Williams says yield surge due to strong economic prospects
Warsh's Data Dashboard for Reading the US Economy
Markets Would React Poorly if Fed Holds Rates: Seder
Bank of Canada mulls Trump tariff shock as it holds interest rates
¿En qué consiste el “mayor acuerdo petrolero” entre EE.UU. y Venezuela?
Chevron to expand in Venezuela operations, doubling production through $7 billion investment
Italy’s Eni Plans Major Increase in Venezuela Oil Production
Venezuela’s New Crop of Oil Barons Step Up the Dealmaking
The ‘Permission Bottleneck’ Coming for Stocks
AI trade faces test with next week's Oracle earnings
Berkshire CEO Abel says Alphabet a 'significant player' in AI after growing stake in Q2
There is 'a lot more pushback' on data center construction, Berkshire CEO Greg Abel tells CNBC
UVA’s Situational Awareness Bet Fueled Record Year Before Tumult
Private equity funds are losing to the S&P 500 of late—why investments for the wealthy aren't necessarily better
We're starting positions in 2 more defensive stocks to balance our AI exposure
Apple shares are doing something they haven't done in 20 years. Here’s what’s happening
India’s Zerodha Gets Merchant Banking Permit as IPO Market Booms
Traders are piling into this international stock market that just pulled ahead of the Nasdaq
Yen Surge Keeps Traders on Alert for Further Official Action
Japanese Companies Consider Asset Sales as Yen Debt Costs Rise
Norwegian Hydro Stocks Hit Record Low, Raising Power Price Risks
Deadly Flooding in Nepal Highlights Asia’s Climate Vulnerability
Uber to cut 10% of workforce in bid to move 'simpler and faster'
Uber to Exit Nigeria, Uganda as Part of Global Restructure
Ford's production of highly profitable Super Duty trucks hits 20-year high as it recovers from supplier fires
American Airlines continues premium push with redesigned Boeing planes
Southwest to debut airport lounges in four cities, with more to come
Thyme Care raises $125 million, pushing cancer care startup's valuation above $2 billion
Fashion Empire Azzas 2154 to Split Two Years After Failed Merger
Circle K Owner Says Inflation, Fuel Costs Curb Consumer Spending
Trump to meet with travel industry CEOs as White House touts World Cup tourism boost
New Jersey asks the Supreme Court to take on prediction markets
States now must report undocumented immigrants to DHS or risk federal funding, DOJ says
NBA Suspends Clippers Owner Ballmer After Leonard Salary Probe
Shaquille O’Neal Kicks off College Tour on Credit
Does Medicare pay for long-term care? Many people get it wrong — and it may cost them later
These women were laid off while on maternity leave. Yes, it's legal, and probably more common than you thought
Demand for riskier mortgages rises along with interest rates
College M&A Tool Helps Schools Connect in Brutal Higher Ed Era
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
14 min
August 310831 | 周一美股下挫、标普500走低，美伊冲突升级，布伦特原油升破90美元，10年期美债收益率破4.75%
本期节目聚焦美伊冲突升级引发的市场连锁反应：标普500周一整体下挫，公用事业股领跌，能源股则因布伦特原油升破每桶90美元而逆势上涨。加州野火法案重创爱迪生国际与太平洋煤电，两者创下多年来最大单日跌幅。美国10年期国债收益率自2025年1月以来首次突破4.75%，市场对美联储加息预期的分歧加剧。此外还讨论了黄金、白银与加密货币在加息预期下走低，以及Saylor的Strategy公司重启比特币买入、标普500指数再平衡的纳入与剔除名单等话题。
时间轴
00:00:00 开场
00:00:26 标普500下挫：公用事业领跌，能源逆势上涨
00:01:11 加州野火法案重挫爱迪生国际与太平洋煤电
00:01:53 10年期美债收益率突破4.75%，加息预期升温
00:02:38 布伦特原油升破90美元，美伊冲突推高油价
00:03:39 加息预期拖累黄金、白银与加密货币
00:04:06 标普500指数再平衡在即，纳入与剔除名单引关注
相关信息
S&P 500 Falls Amid Oil Spike as Middle East Conflict Intensifies - Bloomberg Markets
Broadcom reports earnings this week. Mike Khouw says this trade could be a winner - US Top News and Analysis
Technicians Cautious Ahead of S&P 500’s Worst Month Historically - Bloomberg Markets
Risk-reward outlook for stocks is getting worse as historically tough month kicks off, says Citadel Securities - US Top News and Analysis
PG&E, Edison International Stocks Plunge on California Wildfire Bill - Bloomberg Markets
California Utility Stocks Plummet After Wildfire Legislation Announced - Yahoo Finance
Treasury 10-Year Yield Tops 4.75%, Highest Since January 2025 - Bloomberg Markets
Markets see Warsh endorsing a rate hike in September. Not everyone is convinced - US Top News and Analysis
No Urgency for Fed to Hike: Goncalves - Bloomberg Markets
Brent jumps above $90 after flare-up in U.S.-Iran hostilities - US Top News and Analysis
Trump warns 'we're going to hit them hard' after Iran targets U.S. forces in Jordan: Report - US Top News and Analysis
Venezuela Deal a Bit of a Sideshow for Oil, Sankey Says - Bloomberg Markets
Trump announced a massive oil deal with Venezuela. Why it won't lower gas prices anytime soon - US Top News and Analysis
Trump to meet with U.S. refiners as White House pushes to lower gas prices - US Top News and Analysis
Major UAE Oil Refinery Returns to Full Capacity After War Hit - Bloomberg Markets
Gold prices today, Monday, August 31, 2026: Gold sinks following U.S. strikes on Iran - Yahoo Finance
Silver prices today, Monday, August 31, 2026: Silver opens lower as rate-hike expectations rise - Yahoo Finance
Bitcoin and ethereum prices today, Monday, August 31, 2026: Higher rate expectations pressure crypto prices lower - Yahoo Finance
Saylor’s Strategy Restarts Bitcoin Buying, Spending $370 Million - Bloomberg Markets
People Trying Hard To 'Outfox' S&P 500: Cutright - Bloomberg Markets
Adani Shares Lose $15 Billion as Closing Auction Fuels Swings - Bloomberg Markets
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
6 min

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美股收盘后的冷静复盘：发生了什么、为什么重要，以及接下来关注什么。

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