📡 YouTube 每日投研简报

●最新 2026-06-27（周六）

5 集分析

All-In PodcastAdam Taggart | Thoughtful MoneyEurodollar UniversityThe Julia La Roche ShowThe David Lin Report

All-In Podcast—Gavin Baker + Travis Kalanick — 社会主义横扫纽约 / 中国AI追赶 / 美光业绩炸裂(1h41m)

Adam Taggart | Thoughtful Money—Lance Roberts — 保证金债务创新高 / 市场宽度极度萎缩(1h44m)

Eurodollar University—Bitcoin + BlackRock 同步暴跌 — 流动性退潮预警信号(22m)

The Julia La Roche Show—Chris Whalen — 私贷的慢动作火车残骸 / "这就是2005年"(33m)

查看完整简报

2026-06-26（周五）

9 集分析

Adam Taggart | Thoughtful MoneyTopTraders UnpluggedHidden ForcesMacro Voices #538The David Lin ReportEurodollar University+1

Adam Taggart | Thoughtful Money—Kevin Muir — 市场是否过于昂贵？(2h02m)

TopTraders Unplugged—Manoj Pradhan — 央行正在失去控制(1h01m)

Hidden Forces—Dean W. Ball — AI 治理与国家安全(52m)

Macro Voices #538—Lyn Alden — 战争真的结束了吗？(1h00m)

查看完整简报

2026-06-25（周四）

8 集分析

All-In PodcastAdam TaggartEurodollar UniversityExcess ReturnsThe Julia La Roche ShowInvest Like The Best+2

All-In Podcast—Ryan Cohen — GameStop CEO 谈 eBay 收购计划(1h3m)

Adam Taggart—Chris Irons — SpaceX IPO 标志着 AI 泡沫"跳鲨鱼"(57m)

Eurodollar University—黄金暴跌、美元飙升的机制拆解(33m)

Eurodollar University—Private Credit 赎回率突破临界点(22m)

查看完整简报

2026-06-24（周三）

8 集分析

All-In PodcastAdam TaggartEurodollar UniversityJulia La RocheInvest Like The BestDavid Lin

All-In Podcast—Bill Ackman × Ryan Cohen — GameStop $56B 收购 eBay 蓝图(1h03m)

Adam Taggart—Chris Irons — AI 泡沫在 SpaceX IPO 后"跳鲨鱼"了吗？(57m)

Eurodollar University—— 私人信贷违约率已达"不归点"(23m)

Julia La Roche—Peter Schiff — 终局来临，泡沫破裂，明年利息支出 $2T(48m)

查看完整简报

2026-06-23（周二）

5 集分析

DoubleLine CapitalEurodollar UniversityExcess ReturnsSteve EismanThe David Lin Report

DoubleLine Capital—Jeffrey Gundlach & Felix Zulauf — 重大转变的第二局(1h1m)

Eurodollar University—— 英国倒了，这对世界意味着什么(20m)

Excess Returns—Aswath Damodaran & Andy Constan & Tobias Carlisle — 昂贵的市场，创纪录发行，故事还撑得住吗？(34m)

Steve Eisman—Evercore三大零售分析师 — 该持有和该回避的消费股(1h9m)

查看完整简报

2026-06-22（周一）

5 集分析

Thoughtful MoneyEurodollar UniversityTopTraders UnpluggedThe David Lin Report

Thoughtful Money—Rick Rule — 这些大宗商品的价格低得令人难以置信(1h9m)

Eurodollar University—— 瑞士债券市场刚刚向世界发出了一个可怕的警告(30m)

TopTraders Unplugged—Rob Carver — 为什么趋势跟踪比看起来更难(1h)

The David Lin Report—Grant Cardone — 一旦利率触及这个水平，整个地球将陷入1930年代式大萧条(1h)

查看完整简报

2026-06-21（周日）

4 集分析

Thoughtful MoneyEurodollar UniversityExcess ReturnsThe Julia La Roche ShowEurodollar University / Tobias Carlisle

Thoughtful Money—Lance Roberts — 科技股抛售是当前市场最大的短期风险(1h54m)

Eurodollar University—— 全球市场正在发生一些非常奇怪的事(21m)

Excess Returns—Tobias Carlisle — $2万亿陷阱门：SpaceX、AI建设与无人察觉的轮动(58m)

The Julia La Roche Show—Chris Whalen — 债市已经加息了，两位数通胀仍在前面，Warsh为Fed定下新基调(33m)

查看完整简报

2026-06-20（周六）

6 集分析

All-In PodcastThoughtful MoneyBehind the Balance SheetForward GuidanceThe David Lin ReportMacro Voices

All-In Podcast—Champ、Sacks、Friedberg、Sixel — 世界首个万亿富翁、Anthropic Fable被封、新寡头、伊朗和平(1h24m)

Thoughtful Money—Mark Newton vs Jonathan Krinsky — 2026下半年的市场方向辩论(1h42m)

Behind the Balance Sheet—James Aitken — AI价格即将破裂？Kevin Warsh、黄金与通胀(1h36m)

Forward Guidance—每周圆桌 — 市场进入新时代：Warsh首次FOMC后(1h12m)

查看完整简报

2026-06-19（周五）

5 集分析

Adam TaggartDoubleLine CapitalEurodollar UniversityExcess ReturnsHidden ForcesSteve Eisman+4

Adam Taggart—Axel Merk — Kevin Warsh Fed首秀评价(1h20m)

DoubleLine Capital—Ken Shinoda — Higher but Stable Is Good for Credit(5m)

DoubleLine Capital—Jeffrey Gundlach — Warsh与Fed新时代(12m)

Eurodollar University—Oil And Interest Rates Are PLUNGING(20m)

查看完整简报

2026-06-18（周四）

5 集分析

Adam Taggart | Thoughtful MoneyEurodollar UniversityForward GuidanceThe David Lin Report

Adam Taggart | Thoughtful Money—Jeff Currie — 石油牛市才刚刚开始(57m)

Eurodollar University—Private Credit 全面更新：从赎回潮到"便秘"(22m)

Forward Guidance—Joseph Wang — Warsh 领导的美联储完全不同(39m)

The David Lin Report—Gary Wagner — 黄金会跌 50% 吗？2012 重演？(36m)

查看完整简报

2026-06-17（周三）

6 集分析

Adam Taggart | Thoughtful MoneyEurodollar UniversityExcess ReturnsThe Julia La Roche ShowInvest Like The BestThe David Lin Report

Adam Taggart | Thoughtful Money—Michael Every — US-Iran 协议真伪(1h8m)

Eurodollar University—中国确认传闻：金融危机将至？(22m)

Excess Returns—Andy Constan — $7000亿从回购转向发行(59m)

The Julia La Roche Show—Ted Oakley — 末周期市场，旅鼠效应(44m)

查看完整简报

2026-06-16（周二）

5 集分析

Eurodollar UniversityExcess ReturnsSteve EismanThe David Lin Report

Eurodollar University—Eurodollar Mechanics: Why the Dollar Moves(21m)

Excess Returns—When the Fire Hose Meets the Megatrend(35m)

Steve Eisman—PE Destroying Life Insurance? (Tom Gallagher)(49m)

The David Lin Report—Todd Horwitz — Interest Rates to Surge(35m)

查看完整简报

2026-06-15（周一）

4 集分析

Adam Taggart | Thoughtful MoneyEurodollar UniversityTopTraders UnpluggedThe David Lin Report

Adam Taggart | Thoughtful Money—Ted Oakley — 壁架上的旅鼠市场，超级投机阶段(1h47m)

Eurodollar University—Fuel Rationing — 能源冲击的下一阶段：库存耗尽后的反弹(22m)

TopTraders Unplugged—Andrew Beer & Eric Critan — 趋势跟踪 + 股票 = 神奇公式？(25m)

The David Lin Report—Rick Rule — 黄金 1975 重演？CPI 造假与储蓄的真相(54m)

查看完整简报

2026-06-14（周日）

6 集分析

All-In PodcastAdam Taggart | Thoughtful MoneyDoubleLine CapitalEurodollar UniversityExcess ReturnsThe David Lin Report

All-In Podcast—Anthropic Fable 5 争议、AI 国有化、通胀升温、加州选举(1h42m)

Adam Taggart | Thoughtful Money—Michael Lebowitz — 市场逆风 vs 顺风，当前需要谨慎(1h47m)

DoubleLine Capital—SpaceX IPO、通胀数据高企、新美联储主席首秀(21m)

Eurodollar University—欧洲刚刚犯下一个历史性政策错误(22m)

查看完整简报

2026-06-13（周六）

5 集分析

All-In PodcastDoubleLine CapitalForward GuidanceSteve EismanThe David Lin ReportTaggart/Lepard+2

All-In Podcast—Best Ideas Pitch Competition — 4位明星基金经理现场路演(67m)

DoubleLine Capital—Gundlach — 为更高利率和持续通胀布局(47m)

Forward Guidance—政策干预在维持牛市 — 周度 Roundup(56m)

Steve Eisman—Google 发行 $850亿，AI 资本饥渴症蔓延(22m)

查看完整简报

2026-06-12（周五）

5 集分析

All-In PodcastDoubleLine CapitalForward GuidanceSteve EismanThe David Lin ReportTaggart/Lepard+2

All-In Podcast—Best Ideas Pitch Competition — 4位明星基金经理现场路演(67m)

DoubleLine Capital—Gundlach — 为更高利率和持续通胀布局(47m)

Forward Guidance—政策干预在维持牛市 — 周度宏观(56m)

Steve Eisman—Google 发行 $850亿，AI 资本饥渴症蔓延(22m)

查看完整简报

2026-06-11（周四）

6 集分析

All-In PodcastEurodollar UniversityThe David Lin Report

All-In Podcast—Fetterman & McCormick — 两党合作、数据中心蓝领繁荣(43m)

All-In Podcast—Dan Dreyfus — AI 的下一个瓶颈是铜(24m)

Eurodollar University—亚洲货币危机：美元正在引爆下一场金融危机？(23m)

The David Lin Report—Mike Belshe (BitGo) — 金融体系冲击、稳定币 vs 传统银行(33m)

查看完整简报

2026-06-10（周三）

7 集分析

All-In PodcastAdam TaggartEurodollar UniversityExcess ReturnsInvest Like The BestDavid Lin

All-In Podcast—Bill Maris — How Google Could Crush AI Competitors, Why Small Funds Win(28m)

Adam Taggart—Jonathan Wellum — Extreme Valuations + Rising Volatility = Wild Ride(1h11m)

Eurodollar University—— What Is the Credit Cycle, And Where Are We Now?(22m)

Excess Returns—Joe Davis (Vanguard 首席经济学家) — AI's Two Huge Tails(48m)

查看完整简报

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(31m)

DoubleLine Capital—Morris Chen / Rob Stanbrook — Commercial Mortgage Loans & Insurance Balance Sheet(37m)

Eurodollar University—— Global Bonds Are PLUNGING, Here's What That Means(21m)

Steve Eisman—Stacy Rasgon — The AI Semiconductor Boom and What Could End It(59m)

查看完整简报

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(1h+)

Adam Taggart | Thoughtful Money—Lawrence Lepard — 下一次"大印钞"快来了(1h+)

Eurodollar University—Jeff Snider — Dollar Tree 崩溃信号、就业造假、衰退已锁(22m)

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(1h+)

查看完整简报

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(1h+)

Adam Taggart | Thoughtful Money—Lance Roberts — 回调已开始？10周连涨面临考验(1h+)

Eurodollar University—Jeff Snider — 欧洲准备对中国全面贸易战(22m)

Excess Returns—Click Bait — SpaceX IPO：$1.75万亿的"波动性放大器"(1h+)

查看完整简报

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(32m)

DoubleLine Capital—Jeff Mayberry & Mark Kimbro — 好数据=坏消息，就业超预期推升加息预期(12m)

Steve Eisman—Gary Marcus — AI全景大师课：从Scaling到Token经济学的真相(48m)

The David Lin Report—Ran Neuner — S&P 500 极端亢奋，Saylor 如何打破了 Bitcoin 四年周期(35m)

查看完整简报

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(1h32m)

Forward Guidance—David Cervantes — Why This Economy Refuses to Break(57m)

Invest Like The Best—Dara Khosrowshahi — AI, Autonomous Vehicles, Future of Transportation(1h28m)

The David Lin Report—Muriel Medard (MIT) — Blockchain x AI, Quantum Computing, Post-AI Education(34m)

查看完整简报

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(32m)

Thoughtful Money—Chris Irons — 市场已成数字赌场(1h14m)

Eurodollar University—WTF — 欧洲银行买债狂潮意味着什么(20m)

Excess Returns—Kai Wu — 用200年数据区分软件股幸存者与价值陷阱(1h3m)

查看完整简报

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(1h12m)

Adam Taggart | Thoughtful Money—Lance Roberts — 市场回调极可能到来(1h50m)

Eurodollar University—衰退早在8个月前就已开始？(21m)

Eurodollar University—加拿大发出巨大警告，正向全球蔓延(21m)

查看完整简报

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(1h34m)

Adam Taggart—Lance Roberts — 市场回调极有可能发生(1h50m)

DoubleLine Capital—Eric Dhall & Ryan Kimmel — 这是1999年重现吗？(24m)

Eurodollar University—加拿大陷入技术性衰退，全球蔓延(21m)

查看完整简报

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(1h34m)

Adam Taggart | Thoughtful Money—Darius Dale — 股市泡沫触发器(1h48m)

DoubleLine Capital—Eric Dhall & Ryan Kimmel — Animal Spirits, Headline Ping Pong(24m)

Eurodollar University—Institutions Want Out… But Private Credit Won't Let Them Leave(21m)

查看完整简报

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(1h48m)

Eurodollar University—瑞士给私人信贷的严重警告(21m)

Excess Returns—Adam Parker — 便宜是警告，不是投资主题(49m)

TopTraders Unplugged—太空经济已不再是科幻(1h01m)

查看完整简报

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(19m)

The David Lin Report—John D'Agostino — 100% Certainty Bonds Won't Save Your Retirement(44m)

Eurodollar / Texas & Florida Housing—住房市场警告(—)

Adam Taggart | Thoughtful Money—Andy Schectman — Gold & Silver: How Low Will They Go?(1h01m)

查看完整简报

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(1h04m)

Eurodollar University—Texas & Florida Housing: HUGE Warning(19m)

Excess Returns—Eric Crittenden — 趋势跟踪的残酷回撤与重生(1h06m)

Invest Like The Best—Former DoD Advisor — 伊朗冲突的地缘政治框架(51m)

查看完整简报

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(1h43m)

Eurodollar University—Goldman Sachs Confirmed Worst-Case: Private Credit Crisis(19m)

Eurodollar University—It's Official: Europe's Recession Has Begun(23m)

Hidden Forces—Manoj Pradhan — Demographics Will Break the Bond Market(1h58m)

查看完整简报

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(1h43m)

Eurodollar University—It's Official: Europe's Recession Has Begun(22m)

Excess Returns—Weekly Wrap: Cliff Asness, Andy Constan, Gene Munster, Ben Carlson(1h6m)

TopTraders Unplugged—Nick Baltas (GS) — QIS & Trend Following in 2026(1h1m)

查看完整简报

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(1h50m)

Eurodollar University—ALERT: Dollar Spiking While Rates Crash(19m)

Julia La Roche—Chris Whalen — Double-Digit Inflation, Rationing, Fed Hike(33m)

查看完整简报

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(1h42m)

Adam Taggart | Thoughtful Money—Ed Dowd — "I've Never Seen Anything Like This"(1h11m)

Eurodollar University—Lowe's DIRE Warning — Consumer Breakdown(20m)

Excess Returns—Cliff Asness — Greatest Hits: Bubbles, CAPE, PE Laundering(1h18m)

查看完整简报

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(22m)

Forward Guidance—Tyler/Jack — 利率市场：债券多头觉醒，但拐点信号已现(45m)

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()

查看完整简报

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(22m)

Invest Like The Best—Gavin Baker — AI 有史以来最大的资本时刻(1h+)

Excess Returns—Ben Carlson — 长线视角，最差起点也能赚 8%/年(1h+)

Eurodollar—倒挂，确认短期能源冲击而非持续通胀()

查看完整简报

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(22m)

Julia La Roche—George Noble — 债券多头觉醒，能源/黄金矿商做多(32m)

David Lin Report—George Friedman — 中美没有战争可能(28m)

David Lin Report—David Tait（世界黄金协会CEO）— 比特币归零，黄金债务叙事(18m)

查看完整简报

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(22m)

Hidden Forces—Miles Taylor — AI 对物种的威胁 + 国家权力崩塌(1h1m)

Steve Eisman—Bob Brackett — 霍尔木兹关闭下的能源股悖论(1h23m)

Adam Taggart x Thoughtful Money—Mike Green — 被动资金主导一切 + 退休储蓄幻觉(1h25m)

查看完整简报