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Metacasts: Investing Evening Edition

Metacasts: Investing Evening Edition

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 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 Politics & Government
Episodes
  • The Eroding Keystone: Trust, Fragmentation, and the New Global Order

    The Eroding Keystone: Trust, Fragmentation, and the New Global Order
    Feb 4 2026
    Today's episode unpacks the accelerating fragmentation of the post-World War II global order, revealing how a confluence of factors – a weakening dollar, geopolitical realignments, and the rise of AI – are undermining the foundations of stability. We explore the critical risk of eroding trust in institutions and what this means for investors navigating an increasingly volatile landscape. Join us for a sobering assessment of the challenges ahead. 0:00 - Introduction 1:00 - Macroeconomic Trends & Inflation 7:14 - Federal Reserve Policy & Monetary Control 11:16 - AI Disruption & Technological Innovation 14:13 - Market Sentiment & Narrative Analysis 17:09 - Geopolitical Risk & US Foreign Policy 19:09 - Financial Sector Consolidation & Regulation 21:09 - Investment Strategies & Asset Allocation 23:09 - Conclusion Referenced podcasts (for further listening): - "How the Federal Reserve might change under Kevin Warsh" (Behind the Money) - "Stocks Waver After AI Scare as Gold Hits $5,000" (Bloomberg Surveillance) - "Will Trump's New Fed Chair Crash Markets Joseph Wang" (Forward Guidance) - "SpaceX’s $1.25 Trillion AI Bet" (Prof G Markets) - "Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap" (Real Vision: Finance & Investing) - "A New Playbook for Equity Investors" (Thoughts on the Market) - "UGO09 Playing the Players in a Narrative Market ft. Ben Hunt" (Top Traders Unplugged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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    30 mins
  • Structural Realignment: AI, the Dollar & a Shifting Global Order

    Structural Realignment: AI, the Dollar & a Shifting Global Order
    Feb 3 2026
    Today's episode unpacks the interconnected forces reshaping the global landscape – from macroeconomic volatility and AI disruption to evolving social dynamics and the erosion of corporate accountability. Maya and Alex explore how these trends are converging to create a new era of uncertainty and opportunity, demanding a more resilient and adaptable approach to investment and strategy. 0:00 - Introduction 1:00 - Macroeconomic Volatility & Investment Strategies 11:00 - AI Disruption & Technological Shifts 15:22 - Social & Cultural Shifts & Their Economic Impact 18:41 - Corporate Governance & Accountability 22:00 - Conclusion Referenced podcasts (for further listening): - "Oracle to Raise Up to $50 Billion in Debt and Equity This Year" (Bloomberg Intelligence) - "Bloomberg Surveillance TV February 2nd, 2026" (Bloomberg Surveillance) - "The Cognitive Science Behind Sudden Change" (HBR IdeaCast) - "The Surprising Similarity Between the US and Chinese Internets" (Odd Lots) - "Epstein Files Fallout, Trump's Fed Chair Pick, and Musk Merger" (Pivot) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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    25 mins
  • The Fragility of Narratives: AI, Debt & a Looming Correction

    The Fragility of Narratives: AI, Debt & a Looming Correction
    Feb 2 2026
    Today's episode unpacks the growing disconnect between market narratives and underlying fundamentals, particularly in the AI sector and private credit. Maya and Alex explore how inflated valuations, geopolitical risks, and a potential Fed policy shift could converge to trigger a significant market correction, demanding a more discerning approach to investment. 0:00 - Introduction 1:00 - AI & Tech Sector Disruption 5:02 - Political & Regulatory Landscape 9:05 - Federal Reserve Policy & Economic Outlook 12:04 - Private Credit & Alternative Investments 15:04 - Market Sentiment & Valuation Bubbles 18:03 - European Credit & Restructuring 20:03 - Geopolitical Risk & Commodity Markets 22:03 - Conclusion Referenced podcasts (for further listening): - "Global Commodities A week of commodity whiplash" (At Any Rate) - "Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)" (Capital Allocators – Inside the Institutional Investment Industry) - "Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)" (Capital Allocators – Inside the Institutional Investment Industry) - "What would Kevin Warsh’s Federal Reserve look like" (FT News Briefing) - "394 Dividend strategy avoiding traps and tapping income potential" (L&G Talks Asset Management) - "Is the Age of Reckless Lending Coming To An End Oaktree’s Raghav Khanna on Private Credit, Software, and How Oaktree Correctly Saw First Brands' Red Flags" (Monetary Matters with Jack Farley) - "Trump’s Hidden Mortgage Stimulus from Fannie & Freddie Joseph Wang on GSEs, Kevin Warsh, Powell, and Dollar Hedging" (Monetary Matters with Jack Farley) - "The Federal Reserve – New Leadership, Same Landscape" (Notes on the Week Ahead) - "The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up" (Odd Lots) - "SI385 When Volatility Becomes the Signal ft. Katy Kaminski" (Top Traders Unplugged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the podcasts listed above.
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    32 mins
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