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Metacasts: Investing Evening Edition

Personalised Intelligence

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

PublishesDailyEpisodes14Foundeda month ago
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Latest Episodes

Today's episode distills the week's most pressing macro, geopolitical, and investing insights, revealing why traditional hedges are breaking down in a world increasingly reliant on oil price signals. We unpack the strategic capital allocation shifts ... more

Today's episode dissects the paradox at the heart of the Iran conflict – actively preserving oil flows to fund a future government while simultaneously conducting airstrikes. We explore the implications for global markets, from a contrarian investing... more

Today's episode unpacks the growing disconnect between market expectations and the potential for unorthodox policy shifts, focusing on the US macro outlook and the implications of a second Trump administration. We dissect the vulnerabilities bubbling... more

Today's episode dissects the growing disconnect between official economic narratives and the underlying forces reshaping global markets. We explore how unilateral trade actions, energy policy shifts, and a volatile geopolitical landscape are forcing ... more

Today's episode unpacks the growing disconnect between stated policy goals and real-world outcomes, from Trump’s trade maneuvers to the Pentagon’s surprising stance on AI ethics. We explore how a lack of control is reshaping global markets and forcin... more

Today's episode dissects a week of converging crises – from Iran tensions and AI disruption to tariff reversals and private credit scrutiny – revealing a market increasingly detached from fundamental realities. We explore how the established framewor... more

Today's episode unpacks the accelerating fragmentation of global systems, revealing how geopolitical tensions, AI disruption, and macroeconomic uncertainty are reshaping the investment landscape. We explore the rise of localized priorities and strate... more

Today's episode unpacks the shifting global order, revealing how nations are recalibrating priorities and forging new alliances amidst geopolitical tensions. We explore the analogy of Michelangelo's Sistine Chapel, highlighting how individual strengt... more

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Apple Podcasts
#175
Israel/News/Daily News
Apple Podcasts
#218
South Africa/News/Daily News
Apple Podcasts
#231
New Zealand/News/Daily News

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