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Podcast 宏观周报

周期: 2026-07-25 ~ 2026-08-01 | 频道数: 13 | 视频数: 47

标签: #YouTube #Podcast #宏观 #周报


一、一周综述

过去一周市场核心事件环绕三重冲击:FOMC以9:3维持利率不变,三位地区联储主席罕见投下加息反对票,主席Warsh拒绝前瞻指引,债市以2s/30s利差单周扩大逾10bp、30年期收益率突破5.2%表达对美联储的不信任;AI交易遭遇杠杆去化与强制平仓,Situation Awareness基金被折价清算,费城半导体指数自峰值回撤逾20%;同时油价在中东冲突下升破90美元,形成通胀与增长的双重压制。

各大频道共同担忧集中于:AI资本开支与自由现金流恶化之间的裂口不断扩大,开源模型Kimi K3引发价格战;消费者端已现疲软信号(Domino's、雀巢销量下滑);美债收益率上行与财政赤字形成债务螺旋隐患。

主要分歧在于:市场定价"需求破坏"而美联储强调"通胀顽固";对黄金走势,一派看至14000美元,另一派警告均值回归至3000美元;对AI泡沫,有"系统性风险"与"技术迭代正常周期"两种判断。

整体情绪偏防御与谨慎,多位嘉宾已削减科技持仓、转向深度价值与能源板块,市场处于从"乐观杠杆"向"风险对冲"切换的阶段。


二、主要共识

(本周未识别到 ≥3 个频道的共识观点)


三、重大分歧

(本周未识别到明显的重大分歧)


四、情绪光谱

极度悲观                                              极度乐观
  ────────────────────────────────────────────────────────────────────
  Eurodollar  DoubleLine  Julia La R  Forward Gu  Adam Tagga  Lance Robe  Hidden For  Excess Ret  All-In Pod  TopTraders  Steve Eism

五、关注话题

(本周无明显突出话题)


六、视频索引

日期 频道 标题 时长
2026-08-01 All-In Podcast Chip Stocks Crash, $20B Fund Margin Called, Fronti 1小时36分钟34秒
2026-08-01 DoubleLine Capital Stocks Disperse and Curve Steepens as Warsh Tap-Da 32分钟
2026-08-01 Excess Returns America Is Spending World War II Money on AI | Be 30分钟27秒
2026-08-01 Forward Guidance The AI Unwind And Warsh's Long-End Gamble | W 49分钟3秒
2026-08-01 Steve Eisman The AI Debate Gets More Complicated: Microsoft Has 24分钟41秒
2026-08-01 The David Lin Report Worst Ever Consumer Sentiment: Signal For Economic 37分钟54秒
2026-08-01 The David Lin Report Next Asset To 'Come Down Hard'; Brace For 40分钟49秒
2026-08-01 Wealthion Why a Recession May Never Come... and Why Gold Sti 19分钟45秒
2026-07-31 DoubleLine Capital Jeffrey Gundlach on the Fed: Talk Is Cheap | CNBC 25分钟57秒
2026-07-31 Eurodollar University ALERT: AI Credit Spreads Are Suddenly Blowing Out. 18分钟45秒
2026-07-31 Excess Returns No Fed Guidance. No Quarterly Reports. No Data You 58分钟9秒
2026-07-31 Julia La Roche Danielle DiMartino Booth: Nobody's Happy, Crac 34分钟26秒
2026-07-31 TopTraders Unplugged Most Economists Get Recessions Wrong feat. Tyler G 1小时1分钟33秒
2026-07-31 The David Lin Report Gold To $3,000, Oil To $40, Bitcoin To $10,000: Th 38分钟58秒
2026-07-31 The David Lin Report $40 Trillion Debt Trap: What Happens When ‘The Who 40分钟58秒
2026-07-31 The David Lin Report Fed Triggers Market 'Carnage': Economist R 37分钟7秒
2026-07-31 Wealthion Everything You Believe About the Housing Market Is 21分钟4秒
2026-07-30 All-In Podcast The $1/Hour Robot Is Coming: Four Industry Leaders 1小时8分钟35秒
2026-07-30 Eurodollar University BREAKING: The Fed Just Made a SHOCKING Statement 31分钟48秒
2026-07-30 Excess Returns Rupert Mitchell Called It the Worst Chart Imaginab 55分钟11秒
2026-07-30 The David Lin Report Stocks ‘Can Collapse At Any Time’ If The Fed Does 51分钟30秒
2026-07-30 Wealthion Barry Knapp: I Cut Tech. Here's Why. 36分钟24秒
2026-07-29 Adam Taggart Longtime Deflationist Now Fears Inflation More | 48分钟24秒
2026-07-29 Eurodollar University This Could Trigger the Next Global Trade War 22分钟54秒
2026-07-29 Invest Like The Best Sam Altman on AGI, Compute, and Human Agency 55分钟48秒
2026-07-29 The David Lin Report 'Edge Of A Precipice': Entire Financial Sy 49分钟36秒
2026-07-29 The David Lin Report Peter Grandich Sold All His Stocks, Here’s What He 36分钟40秒
2026-07-29 Wealthion Jim Bianco: The Fed Has Changed Forever 18分钟59秒
2026-07-28 Excess Returns Warren Buffett Published His Whole Playbook | Rob 1小时7分钟24秒
2026-07-28 Hidden Forces How to Win a Trade War | Chad Bown 47分钟36秒
2026-07-28 Steve Eisman AI Revolution: Winners & Losers w/ Dan Ives &a 51分钟56秒
2026-07-28 The David Lin Report Tech Sell-Off Deepens: Investor Reveals Major Mark 46分钟4秒
2026-07-27 Adam Taggart As Tech Trade Falters, Value Stocks Are Breaking O 1小时58分钟54秒
2026-07-27 Eurodollar University The “Safest” Companies Are Warning the Consumer Is 21分钟47秒
2026-07-27 Excess Returns No ROI Yet. Fewer Recessions. Are You Making More 30分钟53秒
2026-07-27 TopTraders Unplugged The Next Evolution of Trend Following ft. Nick Bal 1小时8分钟30秒
2026-07-27 The David Lin Report Major Market Repricing Alert: Global Economy Chang 49分钟28秒
2026-07-26 Adam Taggart Cracks Starting To Show In The Market? | Lance Ro 1小时44分钟59秒
2026-07-26 Eurodollar University Is This the Beginning of an Asian Financial Crisis 22分钟31秒
2026-07-26 Excess Returns Even God Would Be Fired | Wes Gray on Bubbles, AI 56分钟9秒
2026-07-26 Julia La Roche Chris Whalen: 5% Yields, 7% Mortgages, Double-Digi 38分钟5秒
2026-07-26 The David Lin Report $14,000 Gold, $500 Silver; Investor Warns A ‘Big R 42分钟16秒
2026-07-25 All-In Podcast The Fight Over Open Source AI, Anthropic's $1. 1小时33分钟44秒
2026-07-25 DoubleLine Capital A Lot of Red Amid AI Skepticism and the Costs of W 16分钟3秒
2026-07-25 Steve Eisman Google's Negative Cash Flow and the AI Capex R 21分钟49秒
2026-07-25 The David Lin Report $5,000 Gold Return: This Is When And How The Next 26分钟6秒
2026-07-25 Wealthion Steven Feldman: The Investment Risk Nobody Wants t 24分钟40秒