●最新
2026-06-09（周二）
8 集分析
All-In PodcastDoubleLine CapitalEurodollar UniversitySteve EismanTopTraders UnpluggedDavid Lin
All-In Podcast—Nikesh Arora — AI Found 5 Years of Bugs in 6 Weeks
DoubleLine Capital—Morris Chen / Rob Stanbrook — Commercial Mortgage Loans & Insurance Balance Sheet
Eurodollar University—— Global Bonds Are PLUNGING, Here's What That Means
Steve Eisman—Stacy Rasgon — The AI Semiconductor Boom and What Could End It
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2026-06-07（周日）
4 集分析
All-In PodcastAdam Taggart | Thoughtful MoneyEurodollar UniversityExcess Returns
All-In Podcast—Kelly Rodriguez + Gavin Baker + Brad Gerstner — 二级市场创纪录，IPO太久等不及
Adam Taggart | Thoughtful Money—Lawrence Lepard — 下一次"大印钞"快来了
Eurodollar University—Jeff Snider — Dollar Tree 崩溃信号、就业造假、衰退已锁
Excess Returns—Weekly Wrap — SpaceX IPO 估值、价值投资在颠覆行业失灵、AI 指数抛物线
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2026-06-06（周六）
6 集分析
All-In PodcastAdam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsThe Julia La Roche ShowTopTraders Unplugged
All-In Podcast—Cerebras CEO + Planet Labs CEO — IPO 回归，太空数据中心启航
Adam Taggart | Thoughtful Money—Lance Roberts — 回调已开始？10周连涨面临考验
Eurodollar University—Jeff Snider — 欧洲准备对中国全面贸易战
Excess Returns—Click Bait — SpaceX IPO：$1.75万亿的"波动性放大器"
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2026-06-05（周五）
4 集分析
All-In PodcastDoubleLine CapitalSteve EismanThe David Lin Report
All-In Podcast—Dan Loeb — 卖空艺术回归，选股时代重启
DoubleLine Capital—Jeff Mayberry & Mark Kimbro — 好数据=坏消息，就业超预期推升加息预期
Steve Eisman—Gary Marcus — AI全景大师课：从Scaling到Token经济学的真相
The David Lin Report—Ran Neuner — S&P 500 极端亢奋，Saylor 如何打破了 Bitcoin 四年周期
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2026-06-04（周四）
5 集分析
All-In PodcastForward GuidanceInvest Like The BestThe David Lin Report
All-In Podcast—Bill Ackman — Investment Strategy, AI Disruption, Howard Hughes/Insurance Flywheel
Forward Guidance—David Cervantes — Why This Economy Refuses to Break
Invest Like The Best—Dara Khosrowshahi — AI, Autonomous Vehicles, Future of Transportation
The David Lin Report—Muriel Medard (MIT) — Blockchain x AI, Quantum Computing, Post-AI Education
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2026-06-03（周三）
6 集分析
All-In PodcastThoughtful MoneyEurodollar UniversityExcess ReturnsJulia La Roche ShowDavid Lin Report
All-In Podcast—OpenAI CFO Sarah Friar — IPO、AI竞争、新设备、$1000亿+算力支出
Thoughtful Money—Chris Irons — 市场已成数字赌场
Eurodollar University—WTF — 欧洲银行买债狂潮意味着什么
Excess Returns—Kai Wu — 用200年数据区分软件股幸存者与价值陷阱
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2026-06-01（周一）
8 集分析
Adam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsJulia La RocheTopTraders Unplugged
Adam Taggart | Thoughtful Money—Brent Johnson vs Craig Tindale — 青铜时代级崩溃辩论
Adam Taggart | Thoughtful Money—Lance Roberts — 市场回调极可能到来
Eurodollar University—衰退早在8个月前就已开始？
Eurodollar University—加拿大发出巨大警告，正向全球蔓延
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2026-05-31（周日）
9 集分析
All-In PodcastAdam TaggartDoubleLine CapitalEurodollar UniversityExcess ReturnsForward Guidance+2
All-In Podcast—Bill Gurley — Anthropic's Digital God, Pope vs AI, 就业叙事翻转
Adam Taggart—Lance Roberts — 市场回调极有可能发生
DoubleLine Capital—Eric Dhall & Ryan Kimmel — 这是1999年重现吗？
Eurodollar University—加拿大陷入技术性衰退，全球蔓延
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2026-05-30（周六）
12 集分析
All-In PodcastAdam Taggart | Thoughtful MoneyDoubleLine CapitalEurodollar UniversityExcess ReturnsForward Guidance+5
All-In Podcast—Bill Gurley — Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips
Adam Taggart | Thoughtful Money—Darius Dale — 股市泡沫触发器
DoubleLine Capital—Eric Dhall & Ryan Kimmel — Animal Spirits, Headline Ping Pong
Eurodollar University—Institutions Want Out… But Private Credit Won't Let Them Leave
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2026-05-29（周五）
6 集分析
Adam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsTopTraders UnpluggedDavid Lin ReportMacro Voices #534
Adam Taggart | Thoughtful Money—Darius Dale — 触发股市泡沫化的关键变量
Eurodollar University—瑞士给私人信贷的严重警告
Excess Returns—Adam Parker — 便宜是警告，不是投资主题
TopTraders Unplugged—太空经济已不再是科幻
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2026-05-28（周四）
3 集分析
Eurodollar UniversityThe David Lin ReportEurodollar / Texas & Florida HousingAdam Taggart | Thoughtful Money
Eurodollar University—JP Morgan Just Confirmed the Worst-Case Scenario
The David Lin Report—John D'Agostino — 100% Certainty Bonds Won't Save Your Retirement
Eurodollar / Texas & Florida Housing—住房市场警告
Adam Taggart | Thoughtful Money—Andy Schectman — Gold & Silver: How Low Will They Go?
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2026-05-27（周三）
5 集分析
Adam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsInvest Like The BestDavid Lin Report
Adam Taggart | Thoughtful Money—Julia Lembcke — 退休账户提取顺序策略
Eurodollar University—Texas & Florida Housing: HUGE Warning
Excess Returns—Eric Crittenden — 趋势跟踪的残酷回撤与重生
Invest Like The Best—Former DoD Advisor — 伊朗冲突的地缘政治框架
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2026-05-26（周二）
7 集分析
Adam Taggart | Thoughtful MoneyEurodollar UniversityHidden ForcesSteve EismanExcess ReturnsTopTraders Unplugged+1
Adam Taggart | Thoughtful Money—Cem Karsan — A Perfect Storm Of Troubles Is Brewing
Eurodollar University—Goldman Sachs Confirmed Worst-Case: Private Credit Crisis
Eurodollar University—It's Official: Europe's Recession Has Begun
Hidden Forces—Manoj Pradhan — Demographics Will Break the Bond Market
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2026-05-25（周一）
4 集分析
Adam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsTopTraders Unplugged
Adam Taggart | Thoughtful Money—Cem Karsan — A Perfect Storm Of Troubles Is Brewing
Eurodollar University—It's Official: Europe's Recession Has Begun
Excess Returns—Weekly Wrap: Cliff Asness, Andy Constan, Gene Munster, Ben Carlson
TopTraders Unplugged—Nick Baltas (GS) — QIS & Trend Following in 2026
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2026-05-24（周日）
3 集分析
Adam Taggart | Thoughtful MoneyEurodollar UniversityJulia La Roche
Adam Taggart | Thoughtful Money—Lance Roberts — It Won't Take Much To Tip This Market Over
Eurodollar University—ALERT: Dollar Spiking While Rates Crash
Julia La Roche—Chris Whalen — Double-Digit Inflation, Rationing, Fed Hike
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2026-05-23（周六）
9 集分析
All-In PodcastAdam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsForward GuidanceSteve Eisman+2
All-In Podcast—Gavin Baker — AI Boom, Nvidia, SpaceX IPO, Bond Crisis
Adam Taggart | Thoughtful Money—Ed Dowd — "I've Never Seen Anything Like This"
Eurodollar University—Lowe's DIRE Warning — Consumer Breakdown
Excess Returns—Cliff Asness — Greatest Hits: Bubbles, CAPE, PE Laundering
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2026-05-22（周五）
3 集分析
Eurodollar UniversityForward GuidanceEurodollar
Eurodollar University—Jeff Snider — Lowe's/Walmart/Kroger 消费者全面承压
Forward Guidance—Tyler/Jack — 利率市场：债券多头觉醒，但拐点信号已现
Eurodollar—Lowe's "2008 以来最差"，多个零售商同时确认
Eurodollar—2020 年 5 月以来第二快削减
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2026-05-21（周四）
4 集分析
Eurodollar UniversityInvest Like The BestExcess ReturnsEurodollar
Eurodollar University—Jeff Snider — 债券市场并没有定价通胀爆发
Invest Like The Best—Gavin Baker — AI 有史以来最大的资本时刻
Excess Returns—Ben Carlson — 长线视角，最差起点也能赚 8%/年
Eurodollar—倒挂，确认短期能源冲击而非持续通胀
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2026-05-20（周三）
5 集分析
Eurodollar UniversityJulia La RocheDavid Lin ReportEurodollar BlackRockEurodollar
Eurodollar University—Jeff Snider — 中国经济数据全面崩溃
Julia La Roche—George Noble — 债券多头觉醒，能源/黄金矿商做多
David Lin Report—George Friedman — 中美没有战争可能
David Lin Report—David Tait（世界黄金协会CEO）— 比特币归零，黄金债务叙事
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2026-05-19（周二）
5 集分析
Eurodollar UniversityHidden ForcesSteve EismanAdam Taggart x Thoughtful MoneyExcess Returns Weekly Wrap
Eurodollar University—Jeff Snider — DOJ 查 BlackRock 私募信贷估值
Hidden Forces—Miles Taylor — AI 对物种的威胁 + 国家权力崩塌
Steve Eisman—Bob Brackett — 霍尔木兹关闭下的能源股悖论
Adam Taggart x Thoughtful Money—Mike Green — 被动资金主导一切 + 退休储蓄幻觉
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