Metacasts: Investing Evening Edition

Author: Personalised Intelligence

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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

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AI, Geopolitics, and the Coming Correction

2026-01-3026:59

Explore the converging forces reshaping markets and the global order. This episode examines AI disruption, financial repression, Big Tech scrutiny, US decline, and a potential commodity supercycle, offering insights for navigating uncertain times. 0:00 - Introduction 1:00 - AI Disruption & Market Correction 8:10 - Financial Repression & Value Investing 13:43 - Big Tech Scrutiny & Market Power 17:40 - Geopolitical Realignment & US Decline 20:00 - Commodity Supercycle & Geopolitical Drivers 22:00 - Conclusion

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Metacasts: Investing Evening Edition