Lex Fridman Podcast
英文 · Lex Fridman
长访谈覆盖 AI、科研与更广泛的人文议题，按单集主题选择。
已核对订阅 · 2026/10/11
AI 与经济播客
听研究、产品、产业与经济的深入讨论。节目标签表示关注方向，跨领域节目并非每期都谈 AI。
节目目录 · 17 档
TWIML AI Podcast
英文 · Sam Charrington
机器学习研究与工程实践，关注大模型、Agent 和基础设施。
已核对订阅 · 2026/10/11
Latent Space
英文 · Swyx、Alessio Fanelli
AI 工程、开发工具与开源生态；仅提取订阅源中带音频的单集。
已核对订阅 · 2026/10/11
Practical AI
英文 · Daniel Whitenack、Chris Benson
AI 工程与应用落地，适合从实践视角理解技术。
已核对订阅 · 2026/10/11
Machine Learning Street Talk
英文 · Machine Learning Street Talk
AI 基础研究、认知科学与哲学长谈，部分单集不限于 AI。
已核对订阅 · 2026/10/11
The Cognitive Revolution
英文 · Nathan Labenz
AI 研究、产品与社会影响，偏深入访谈。
已核对订阅 · 2026/10/11
Dwarkesh Podcast
英文 · Dwarkesh Patel
研究准备充分的长访谈，涉及 AI、经济与历史；并非每期都谈 AI。
已核对订阅 · 2026/10/11
No Priors
英文 · Sarah Guo、Elad Gil / Conviction
AI 技术、创业与产业变化，带有明确创投视角。
已核对订阅 · 2026/10/11
硅谷101
中文 · 硅谷101
技术、产业与商业的中文深度访谈，适合连接 AI 与经济议题。
已核对订阅 · 2026/10/11
张小珺Jùn｜商业访谈录
中文 · 张小珺
创业、AI 与产业人物长访谈，适合深入了解一线经营视角。
已核对订阅 · 2026/10/11
Planet Money
英文 · NPR
用故事解释经济机制与商业现象，适合建立经济直觉。
已核对订阅 · 2026/10/11
The Indicator from Planet Money
英文 · NPR
篇幅较短，解释经济数据、工作和商业中的具体问题。
已核对订阅 · 2026/10/11
Macro Musings
英文 · David Beckworth / Mercatus Center
货币政策、央行与宏观经济的专业访谈。
已核对订阅 · 2026/10/11
Odd Lots
英文 · Bloomberg
市场机制、宏观与产业访谈，也有 AI、算力和能源相关内容。
已核对订阅 · 2026/10/11
Unhedged
英文 · Financial Times
金融市场、利率与全球经济的分析和讨论。
已核对订阅 · 2026/10/11
EconTalk
英文 · Russ Roberts
经济学思维与公共议题的长对话，范围也包含社会与哲学。
已核对订阅 · 2026/10/11
知行小酒馆
中文 · 有知有行
投资、经济与生活的中文讨论；AI 相关单集可作为交叉阅读。
已核对订阅 · 2026/10/11
26 个可收听单集单集标题与简介保留节目方原文
Unhedged · 英文
Is France too blasé about borrowing costs?
France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this gives hosts Katie Martin and Rob Armstrong, and markets correspondent Ian Smith, a bad feeling about where things might be headed. So does another eurozone crisis beckon? Plus, Katie and Rob go long Norway and John Le Carré, while Ian shorts oversized c…
21:57 · 2026/10/9
Unhedged · 英文
There is only one trade
It’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping ahead on the back of AI. Corporate bond issuance and even the US dollar are also riding high on the AI trade. But what if that pony turns out to be a bucking bronco? Rob Armstrong and Katie Martin saddle up and find out. Plus Rob goes long TIPS, and Katie shorts acronyms… su…
20:22 · 2026/10/7
Unhedged · 英文
Hyperscale my debt!
While most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers – giant companies such as Amazon and Meta – need to borrow as much as they can to build the data centres needed for the AI boom. FT markets reporter Emily Herbert tells us what their elephantine debt issuance has been doing to corporate bond markets a…
20:19 · 2026/10/2
Unhedged · 英文
An ode to stock picking
Over the summer, the FT held a revamped version of its stock picking game – think fantasy football for the global equity markets. Some 13,000 people took part – a shocking number considering how unfashionable active fund management has become in the real world. Katie Martin and Rob Armstrong invite their FT Money colleague Nathan Brooker, who runs the competition, to discuss the psychology of stock picking, and whether it has a future in real li…
19:22 · 2026/9/30
Unhedged · 英文
Bond bombshell
Global bond yields took a big leg up on Wednesday, with the US 10-year Treasury now well north of 5 per cent. Could further rises trip up a heavily indebted government? Or perhaps an overleveraged hedge fund, with untold market fallout? Hosts Katie Martin and Rob Armstrong are joined by FT senior markets correspondent Ian Smith. Plus, Rob goes long his own foresight, while Katie extends a long arm of comfort to a banker who sent a career-ending…
22:22 · 2026/9/25
Unhedged · 英文
Turkish dismay
Investment funds boast triple-digit returns. Retail investors enthusiastically pile in. Then – surprise! – they turn out to be scams… and implode. The story that played out in Istanbul last week may be as old as the city’s Grand Bazaar. But what does it say about financial regulation in Turkey, and should foreign investors be concerned? Host Rob Armstrong catches up with the FT’s Turkey correspondent, John Paul Rathbone. Plus, Rob shorts the 10-…
17:28 · 2026/9/23
Unhedged · 英文
News alert: Fed acts normal
In response to persistently above-target inflation, the Federal Reserve raised interest rates a quarter-point this week. Typically, this would not merit a full podcast. But in our current world – which includes a persistently Fed-baiting US president – this unexpected return to normalcy is something that hosts Katie Martin and Rob Armstrong have chosen to celebrate. Also, Rob goes long the endangered potato, while Katie is long Russian oligarchs…
20:09 · 2026/9/18
Unhedged · 英文
Should markets discount the AI apocalypse?
When the Terminator robots come for us all, will there be anywhere safe to run? Certainly not the US Treasury market, where the 10-year yield just broke the totemic 5% level. It’s a sobering thought. But hosts Katie Martin and Rob Armstrong wonder if it’s sobering enough to end the AI stock market mania? Also in the show, Rob and Katie take sartorial long positions on armholes and loafers. Until October 28 you can save on a standard annual digit…
21:38 · 2026/9/16
Unhedged · 英文
Oil, yen and egonomics
US Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government borrowing costs lower, while his boss has failed to will the Strait of Hormuz open again. As Brent crude smashes through $100 a barrel, hosts Rob Armstrong and Katie Martin ask what Bessent can actually do to keep yields from continuing to surge. Also, Rob shorts a lunch…
22:10 · 2026/9/11
Unhedged · 英文
Unhedged Live: How Katie was “right all along”
Katie called it – so she claims. There are signs that foreign investors may be losing trust in US assets. This has been the source of a running debate between the hosts Katie Martin and Rob Armstrong on this podcast, and Rob finally concedes she may have a point. Awkwardly for him, he does so in front of a live audience, for a special episode recorded at the FT Weekend Festival in London’s Kenwood House. Plus, Rob goes long a Scotch whisky carry…
27:29 · 2026/9/9
Unhedged · 英文
Dear Brits, please save more
Britain has a problem. Almost half of the country’s working age adults are not saving into a pension at all. So if you know somebody who isn’t thinking enough about their future retirement, it may be time to have a frank conversation with them. In today’s show, Katie Martin talks to two experts about why nobody seems to be taking their pensions seriously enough – Gavin Lewis, managing director at asset management leviathan BlackRock, and the FT’…
22:40 · 2026/9/4
Unhedged · 英文
Warsh and peace
Fed chair Kevin Warsh used his speech at the annual Jackson Hole gathering of central bankers to tell bond markets he was serious about keeping a lid on inflation and everyone should calm down. Bond markets responded by pushing long-term borrowing costs to new highs. Today on the show, Katie Martin and Rob Armstrong ask what’s up with bond yields? Plus, they go long data centre Nimbys and long the job prospects for PR agencies. Save 10% on ticke…
21:53 · 2026/9/2
Unhedged · 英文
Canada says no thank you
Canada and the US reached an impasse over trade this week, as Canadian Prime Minister Mark Carney refused to meet the demands of US President Donald Trump. Today on the show, senior trade writer Alan Beattie joins Katie Martin and Rob Armstrong to discuss the future of tariffs. Also, they go long complaints from farmers, long the AI boom and long Rob saying Katie was right. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft…
22:51 · 2026/8/28
Unhedged · 英文
Bombing the bond market
Last week Treasury secretary Scott Bessent directed his department to double its purchase of treasuries, in an attempt to bring down the yield. Of course, it backfired. Today on the show, Rob Armstrong and Katie Martin pick apart the Trump administration’s unprecedented behaviour and wonder how long the US can keep borrowing as it has. Also, they go short the dollar and long stockpiling canned food. Save 10% on tickets to the London FT Weekend F…
22:58 · 2026/8/26
Unhedged · 英文
Heatwaves and waterways
With Europe’s record-breaking heat and droughts this summer, water levels in Germany's Rhine river have reached historic lows. Today on the show, Katie Martin talks with FT Frankfurt bureau chief Olaf Storbeck about the long-term effects on the economy and how the country is dealing with the crisis. Save 10% on tickets to the London FT Weekend Festival with the code FTPodcast . Visit ft.com/festival to find out more. For a free 30-day trial to t…
17:24 · 2026/8/21
Unhedged · 英文
Does the market know anything about oil?
US reserves are the lowest they have been for many decades. Today on the show, Katie Martin and the FT’s Energy Editor Malcolm Moore try to figure out why the market has remained calm and if it will finally freak out. Also they go long Bank of America chief executive Brian Moynihan’s vocabulary and short the sun. Save 10% on tickets to the London FT Weekend Festival with the code FTPodcast . Visit ft.com/festival to find out more. For a free 30-…
22:54 · 2026/8/19
Unhedged · 英文
Hot Stoxx summer
It’s been a hot summer, and not just in terms of weather. European and UK equities markets have matched US returns and are at record levels. Today on the show, Katie Martin talks with senior markets correspondent Ian Smith about the surprising returns for the old world. Also they go long Wetherspoon pubs and long implied volatility. Save 10% on tickets to the London FT Weekend Festival with the code FTPodcast. Visit ft.com/festival to find out m…
19:46 · 2026/8/14
Unhedged · 英文
Why the yen matters
Investors were surprised when they learned that the US was selling euros to prop up the yen. But was this support for an ally? Or worries about interest rates at home? Today on the show, Katie Martin and Alphaville reporter Toby Nangle unpack this unusual move. Also, they go long rain and long cheese futures. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Mart…
21:54 · 2026/8/12
Unhedged · 英文
The Economics Show: China wanted western tech. Now, the tables have turned.
Today, we're bringing you an episode from another podcast in the FT stable: The Economics Show with Soumaya Keynes For decades, China accelerated its industrial development through a straightforward bargain: foreign firms invested in China, often through joint ventures, gaining access to the enormous Chinese market, while Chinese companies absorbed western tech and knowhow. Today, that dynamic is changing. China's high-tech industries are now wo…
43:34 · 2026/8/7
Unhedged · 英文
The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all
Today, we're bringing you an episode from another podcast in the FT stable: The Story of Money. Jesse Livermore was a legendary trader who made and lost several fortunes in the early 20th century, most famously by shorting the Wall Street crash of 1929. His early life was immortalised in the roman à clef Reminiscences of a Stock Operator by Edwin Lefèvre, and his trading insights and stunning successes continue to inspire professional traders an…
56:46 · 2026/8/5