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Metacasts: Macro, Geopolitics, AI & Blockchain

Metacasts: Macro, Geopolitics, AI & Blockchain

Written by: Personalised Intelligence
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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 Politics & Government
Episodes
  • The Reborn Software Industry: Adaptation or Extinction?

    The Reborn Software Industry: Adaptation or Extinction?
    Feb 6 2026
    Today's episode explores the seismic shift underway in the software landscape, driven by generative AI. We dissect the anxieties of investors, identify companies poised to adapt, and reveal how the established order is being reshaped – not by a 'SaaSpocalypse,' but by a necessary, albeit disruptive, evolution. Discover the chess game unfolding and the strategies needed to navigate this new era. 0:00 - Introduction 1:00 - AI Disruption & Software Re-evaluation 7:46 - Macroeconomic Policy & Financial Sector Outlook 13:50 - Emerging Market Dynamics & Investment Opportunities 18:29 - Digital Asset Regulation & Institutional Adoption 21:00 - Geopolitical Risk & Supply Chain Resilience 23:00 - Conclusion Referenced podcasts (for further listening): - "Anthropic's Opus 4.6 and OpenAI's Codex New AI Models Compete" (AI Insights: AI News, Eyewitness Accounts) - "US Rates Crypto market structure bill in limbo" (At Any Rate) - "Stock Selloff Extends as Tech, Japan Heads to the Polls" (Bloomberg Daybreak: Asia Edition) - "Instant Reaction Amazon Boosts Spending Far Ahead of Estimates" (Bloomberg Surveillance) - "Macro Matters MBS Update With BI’s Erica Adelberg" (FICC Focus) - "This Is How The US Can Become a Player in Rare Earth Metals" (Odd Lots) - "Republican Megadonor Ken Griffin on Trump's Economy" (The Journal.) - "Finding Opportunities in Financials" (The Markets) - "Why This Isn't the Dot-Com Bubble Martin Casado on WSJ's BOLD NAMES" (The a16z Show) - "Bits + Bips Bitcoin Is Deeply Oversold. Does That Mean the Bottom Is In" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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    28 mins
  • The Global Conveyor Belt: AI, Macro Shifts & Systemic Disruption

    The Global Conveyor Belt: AI, Macro Shifts & Systemic Disruption
    Feb 5 2026
    Today's episode explores the profound systemic changes reshaping the global landscape, drawing parallels to a disrupted ocean current. We dissect the tech sector's restructuring, macroeconomic anxieties, and geopolitical risks, revealing how AI is accelerating a fundamental realignment of power and opportunity. Join us as we navigate this period of intense flux and identify the key forces shaping the future. 0:00 - Introduction 1:00 - Tech Sector Restructuring & Competition 9:31 - Macroeconomic Affordability & Policy 14:31 - AI Disruption & Investment 17:45 - Blockchain & Crypto Market Dynamics 21:00 - Geopolitical Risk & Financial Scandals 23:00 - Conclusion Referenced podcasts (for further listening): - "Lotus Health AI Doctor Raising $35M" (AI Insights: AI News, Eyewitness Accounts) - "How the Federal Reserve might change under Kevin Warsh" (Behind the Money) - "AMD Suffers Worst Rout Since 2018 on Disappointing Forecast" (Bloomberg Intelligence) - "Single Best Idea with Tom Keene Steve Englander & Meredith Whitney" (Bloomberg Surveillance) - "Global Data Pod Research Rap Inflation Monitor" (Global Data Pod) - "Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum" (Monetary Matters with Jack Farley) - "SpaceX’s $1.25 Trillion AI Bet" (Prof G Markets) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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    27 mins
  • Structural Realignment: AI, the Dollar & a Shifting Global Order

    Structural Realignment: AI, the Dollar & a Shifting Global Order
    Feb 4 2026
    Today's episode unpacks the accelerating fragmentation of globalization and its impact on investment strategies. Maya and Alex explore how macroeconomic shifts, geopolitical tensions, and the disruptive force of AI are converging to reshape the global landscape, questioning traditional models and demanding a new approach to navigating uncertainty. 0:00 - Introduction 1:00 - Macroeconomic Shifts & Geopolitical Fragmentation 7:53 - Financial Market Dynamics & Investment Strategies 13:13 - AI Disruption & Technological Evolution 17:46 - Narrative-Driven Markets & AI Influence 20:00 - Cryptocurrency & Decentralized Finance 22:00 - Conclusion Referenced podcasts (for further listening): - "AI Disruption Fears, Markets Bet on Dovish Tilt Under Warsh Led Fed" (Bloomberg Daybreak: Asia Edition) - "Single Best Idea with Tom Keene Eswar Prasad & Jed Kolko" (Bloomberg Surveillance) - "Implications of an “Americas First” Foreign Policy" (Exchanges) - "The Cognitive Science Behind Sudden Change" (HBR IdeaCast) - "Why Silver Is Flowing East Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus SaaS & AI)" (Monetary Matters with Jack Farley) - "The Surprising Similarity Between the US and Chinese Internets" (Odd Lots) - "Why Markets Aren’t Scared of Kevin Warsh" (Prof G Markets) - "Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap" (Real Vision: Finance & Investing) - "Palmer Luckey on Hardware, Building, and the Next Frontiers of Innovation" (The a16z Show) - "UGO09 Playing the Players in a Narrative Market ft. Ben Hunt" (Top Traders Unplugged) - "Why Bitcoin Is Falling Right Now (Fed Politics, Regulation & Liquidity Explained)" (Unblocking The Chain) - "The next Fed chair" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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    29 mins
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