Topic：Bloomberg Podcasts

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Odd Lots Talks to Barclays’ Altmann: Wall Street Remains Extremely Bullish on AI, and the Real Turning Point Would Be a Hyperscaler Tightening Capital Spending

Alexander Altmann, Barclays’ global head of equity tactical strategy, says that investors across the United States, Europe and Asia still respond overwhelmingly positively when asked about the AI story. He says the market is currently in the “denial phase,” and the first thing that could shake this conviction is a hyperscaler tightening capital spending.

Bloomberg Podcasts · 2026.10.30 02:19

Morgan Stanley CIO Wilson: Expectations Have Changed Least for This Fed Meeting; Focus Is on the Tone of the Post-Meeting Press Conference

Wilson says this meeting has seen the smallest change in expectations of the past three or four meetings. The real focus is on interpreting the tone of the post-meeting press conference, not the decision itself.

Bloomberg Podcasts · 2026.10.30 02:29

Former SEC Chair Gensler: AI boom will see a correction within 18 to 30 months

Gensler says a slowdown and reversal of the AI boom are a matter not of if, but of when and how deep; the answer depends on the debt in the system.

Bloomberg Podcasts · 2026.10.30 02:29

Bloomberg interview: Merk Investments president Merk on the market’s misunderstanding of the Warsh Fed

Axel Merk, president and chief investment officer of Merk Investments, speaks with Bloomberg: The market fundamentally misunderstands the Warsh Fed, taking Warsh’s recent statements as support for current monetary policy, including the size of the Federal Reserve’s balance sheet. That is not the impression Merk came away with after meeting Warsh.

Bloomberg Podcasts · 2026.10.30 02:43

Odd Lots conversation: Owens on AI agents, price-comparison due diligence and the boundaries of price gouging

Groundwork Collaborative president Lindsay Owens speaks with Bloomberg’s Odd Lots: technology companies promise that AI agents will help consumers find the cheapest products, but price comparison in the digital age has itself become difficult because of pricing technology. She advocates imposing fiduciary duties on AI agents and examines the boundaries of algorithmic pricing through the history of price increases.

Bloomberg Podcasts · 2026.10.30 02:44

Topic：Bloomberg Podcasts

Odd Lots Talks to Barclays’ Altmann: Wall Street Remains Extremely Bullish on AI, and the Real Turning Point Would Be a Hyperscaler Tightening Capital Spending

Morgan Stanley CIO Wilson: Expectations Have Changed Least for This Fed Meeting; Focus Is on the Tone of the Post-Meeting Press Conference

Former SEC Chair Gensler: AI boom will see a correction within 18 to 30 months

Bloomberg interview: Merk Investments president Merk on the market’s misunderstanding of the Warsh Fed

Odd Lots conversation: Owens on AI agents, price-comparison due diligence and the boundaries of price gouging

Wigglesworth：美元终结论是过度反应，全球 370 万亿债务让系统更脆弱

OpenAI 总裁与 Cloudflare CEO 对谈：AI 如何同时武装网络攻防两端

Ramaco CEO Randall Atkins：中国钢铁倾销是"罪魁"，稀土转向押注半导体

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