Best Danni Wang Podcasts (2024)

1
NVIDIA Passing The Baton From Growth To Value | Weekly Roundup 1:07:00

3d ago1:07:00

1:07:00

This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc92…

1
CINEMA SURGERY HAS LAUNCHED! 0:41

2h ago0:41

0:41

We've got a new YouTube channel @CinemaSurgery your ultimate movie hub! Enjoy expert commentary, sharp criticism, thorough research, educational insights, and the latest movie news. Perfect for enthusiasts who love in-depth exploration of filmmaking, with exclusive interviews to boot. Join us and delve into the magic of cinema! Hosted on Acast. See…

1
#205 Randall Degges: The Biggest Risks of AI-Generated Code (What Developers Need to Know!) 53:46

1d ago53:46

53:46

This episode is sponsored by Bloomreach. Bloomreach is a cloud-based e-commerce experience platform and B2B service specializing in marketing automation, product discovery, and content management systems. Check out BloomReach: https://www.bloomreach.com Explore Loomi AI: https://www.bloomreach.com/en/products/loomi Other BloomReach products: https:…

1
The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell 1:01:28

29m ago1:01:28

1:01:28

In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael…

1
The Fed Put Is In & Global Easing Has Begun | Weekly Roundup 1:03:54

13m ago1:03:54

1:03:54

This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https…

1
Ep. 380 - Katie Robbins 44:48

21h ago44:48

44:48

Host Kristina Woo speaks with Sunny creator-showrunner Katie Robbins (The Affair, Natalia) about her AppleTV+ sci-fi dramedy series, the creative challenges of adaption, the connection between humans and AI technology, and more.

1
Generating Alpha In Macro | Capital Flows 54:42

3h ago54:42

54:42

In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital…

1
#204 Peter Guagenti: How AI Will Change the Way Developers Work (Tabnine’s Vision Explained) 55:30

2d ago55:30

55:30

In this episode of the Eye on AI podcast, we sit down with Peter Guagenti, President and Chief Marketing Officer at Tabnine, to explore the role of AI in software development. Peter takes us through his journey from web developer and engineering lead to leading Tabnine, a pioneer of AI code assistance. We delve into the innovative ways Tabnine is p…

1
Has The Dust Settled? | Weekly Roundup 56:09

6m ago56:09

56:09

This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-…

1
#203 Xun Wang: How Bloomreach is Shaping the Future of AI-Powered E-Commerce 56:47

13d ago56:47

56:47

Check our BloomReach: https://www.bloomreach.com Explore Loomi AI: https://www.bloomreach.com/en/products/loomi Other BloomReach products: https://www.bloomreach.com/en/products In this episode of the Eye on AI podcast, we sit down with Xun Wang, Chief Technology Officer at Bloomreach, to explore the power of AI in the world of e-commerce. Xun take…

1
The Mystery Behind The Stock Market Sell-Off | Alex Campbell 49:59

23h ago49:59

49:59

In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follo…

1
Recession vs Rebound Debate | Weekly Roundup 1:13:59

3d ago1:13:59

1:13:59

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Qui…

1
Ep. 379 - Keith McNutt, Executive Director of the Entertainment Community Fund 31:29

21d ago31:29

31:29

WGAW member Andra Whipple sat down with Entertainment Community Fund Western Region Executive Director Keith McNutt to discuss what services are provided, what the Fund is currently working on, and how you can get involved.

1
Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm 46:01

27d ago46:01

46:01

In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.c…

1
#202 Raphael Townshend: How AI and RNA Tech is Transforming Drug Discovery (Inside Atomic AI) 59:17

6d ago59:17

59:17

In this episode of the Eye on AI podcast, we explore the cutting-edge intersection of AI and biotechnology with Raphael Townshend, founder and CEO of Atomic AI. Raphael delves into the revolutionary potential of AI in RNA drug discovery, highlighting Atomic AI's innovative approach. He shares his journey from studying electrical engineering and com…

1
Revolutionizing Coding - The Future Of AI-Driven Development With Jeff Wang 34:50

7d ago34:50

34:50

Episode Summary Are you ready to revolutionize your coding experience with cutting-edge AI tools? In this episode of The Secure Developer, host Danny Allan is joined by Jeff Wang, Head of Business at Codeium, to take a deep dive into the transformative power of generative AI in software development. Discover how coding assistants have evolved from …

1
#201 Danny Halawi: The Science Behind AI Predictions - Accuracy, Challenges, and Innovations 54:41

8d ago54:41

54:41

In this episode of the Eye on AI podcast, we dive into the world of AI forecasting with Danny Halawi, a PhD student at UC Berkeley. Danny shares his groundbreaking research on using large language models (LLMs) to predict future events with accuracy, rivaling human forecasters and prediction markets. Danny recounts his journey from studying compute…

1
Why Are Markets Unwinding? | Weekly Roundup 48:06

11d ago48:06

48:06

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https:…

1
The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan 43:17

12d ago43:17

43:17

In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter…

1
Ep. 378 - Anna Fishko 45:51

12d ago45:51

45:51

Host Jasmyne Peck speaks with Orphan Black: Echoes creator and showrunner Anna Fishko about exploring identity and found families in her sci-fi thriller series, 4D-printed body parts, what narratives she’s drawn to, and more.

1
#200 Trevor Back: How Speechmatics is Shaping the Future of Conversational AI 56:24

12d ago56:24

56:24

In this episode of the Eye on AI podcast, we explore the forefront of voice-powered AI technology with Trevor Back, Chief Product Officer at Speechmatics. Discover how Speechmatics is pushing the boundaries of speech recognition and conversational AI with their latest innovation, Flow. Trevor shares his journey from a background in computational as…

1
Is It Time To Be Bullish? | Weekly Roundup 1:02:15

25d ago1:02:15

1:02:15

This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow F…

1
#199 Shub Bhowmick: How Gen AI is Transforming Modern Data Science and Management 52:21

19d ago52:21

52:21

In this episode of the Eye on AI podcast, we delve into the power of AI in business and data science and data management with Shub Bhowmick, CEO and co-founder of Tredence. Explore how Tredence is revolutionizing industries by integrating AI and data science to drive business outcomes. Shub shares his journey from management consulting to leading a…

1
The Rise Of Fiscal Dominance | Lyn Alden 48:52

20d ago48:52

48:52

In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.co…

1
Sean Wang 46:06

1M ago46:06

46:06

Alex is joined in the virtual cinema this week by Oscar nominated filmmaker Sean Wang to talk about his debut feature, the coming-of-age comedy drama 'Didi (Out July 26th). Sean then takes us on his perfect trip, involving the anime movie that is his FONDEST MOVIE MEMORY, the Scorsese movie moment that makes him PUMP HIS FIST IN THE AIR, the body-h…

401
Implementing A DevSecOps Program For Large Organizations With David Imhoff 40:29

21d ago40:29

40:29

Episode Summary In this episode of The Secure Developer, David Imhoff, Director of DevSecOps and Product Security at Kroger, shares insights on implementing DevSecOps in large organizations. He discusses balancing regulatory compliance with business objectives, fostering a security culture, and the challenges of risk mitigation. David also explores…

1
The Stock Market & Crypto Are Turning | Weekly Roundup 1:06:13

2M ago1:06:13

1:06:13

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy! -- Follow Quinn: https://x.co…

1
Ep. 377 - Josh Margolin 51:18

1M ago51:18

51:18

Host Josephine Green Zhang talks with screenwriter-director Joshua Margolin about his feature debut Thelma, how his grandmother’s own experience inspired the film, how his improv comedy background informs his creative process, and more.

1
A Soft Landing Is Unrealistic | Andy Constan 38:01

1M ago38:01

38:01

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy! -- Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow On The Ma…

1
#198 Sethuraman Panchanathan: How The U.S. National Science Foundation is Shaping the Future of AI 52:53

1M ago52:53

52:53

This episode is sponsored by Oracle. AI is revolutionizing industries, but needs power without breaking the bank. Enter Oracle Cloud Infrastructure (OCI): the one-stop platform for all your AI needs, with 4-8x the bandwidth of other clouds. Train AI models faster and at half the cost. Be ahead like Uber and Cohere. If you want to do more and spend …

1
Jeff Zimbalist 1:01:34

28d ago1:01:34

1:01:34

Joining Alex in the virtual cinema this week is filmmaker Jeff Zimbalist to talk about his incredible new documentary Skywalkers: A Love Story about a pair of extreme rooftoppers attempting to perform the greatest rooftopping stunt ever - and hitting Netflix on July 19th. Jeff then takes us on a trip where he tries to cheer up a musical legend, des…

1
#197: AI, Fusion, and National Security with Lawrence Livermore’s Brian Spears 56:50

2M ago56:50

56:50

This episode is sponsored by SysAid. Get 20% off SysAid Copilot using this link: https://www.sysaid.com/lp/sysaid-copilot-s?utm_source=youtube&utm_medium=cpc&utm_campaign=short-craig In this episode of the Eye on AI podcast, join us as we delve into the cutting-edge world of AI and high-performance computing with Brian Spears, Director of the AI In…

1
What Deflation Means for Crypto, Gold and Tech | Weekly Roundup 59:21

1M ago59:21

59:21

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps an…

1
Ep. 376 - Union Town: Hollywood Teamsters Talk Negotiations Part 2 37:08

1M ago37:08

37:08

As the Teamsters and Hollywood Basic crafts continue their negotiations with the studios, we’re coming to you with the second half of our two-part series on the issues they hope to address. This time, WGAW member Jonterri Gadson sits down with Teamsters local 399 members and Chef’s Assistants Carlos Gonzales and Ester Garcia.…

1
Dimitri Leonidas 1:40:18

1M ago1:40:18

1:40:18

Actor Dimitri Leonidas joins Alex in the virtual cinema this week to talk about his role in the epic new Ancient Rome TV series 'THOSE ABOUT TO DIE' - directed by Roland Emmerich and coming to Amazon Prime in the UK on July 18th. He then takes us on a trip including how a film's third act turning point should always include a SOUR SWEET. The Jack N…

1
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden 57:18

1M ago57:18

57:18

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dile…

1
#196 Avi Kedmi: How SysAid Uses AI to Redefine IT Service Management 56:07

2M ago56:07

56:07

This episode is sponsored by Netsuite by Oracle, the number one cloud financial system, streamlining accounting, financial management, inventory, HR, and more. NetSuite is offering a one-of-a-kind flexible financing program. Head to https://netsuite.com/EYEONAI to know more. In this episode of the Eye on AI podcast, join us as we sit down with Avi …

1
The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal 54:26

2M ago54:26

54:26

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy! -- Follow Raoul: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: …

1
#195 Mrinal Manohar: Building Secure AI Systems with Blockchain 59:48

2M ago59:48

59:48

This episode is sponsored by TrialKey.ai, the market leader AI-driven clinical trial design optimization, and predictor that improves trial design and execution. With over 90% accuracy based on precision/recall, TrialKey.ai predicts the success of clinical trials more precisely than any other tool on the market. Maximize clinical trial success whil…

1
Rate Cuts Are Coming | Weekly Roundup 1:12:45

2M ago1:12:45

1:12:45

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in…

51
#194 Russell Palmer: How AI is Taking Over Hollywood and Changing Filmmaking Forever 48:30

2M ago48:30

48:30

This episode of Eye on AI is sponsored by BetterHelp. If you’re thinking of starting therapy, give BetterHelp a try. It’s entirely online. Designed to be convenient, flexible, and suited to your schedule. Just fill out a brief questionnaire to get matched with a licensed therapist, and switch therapists any time for no additional charge. Visit http…

1
There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes 41:28

2M ago41:28

41:28

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy! -- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On…

1
James Krishna Floyd 1:07:12

2M ago1:07:12

1:07:12

Actor and filmmaker James Krishna Floyd joins Alex in the virtual cinema to discuss his brilliant debut feature Unicorns (hitting screens on July 5th), before taking us on his perfect trip to the movies to discover the the Ridley Scott movie that has the perfect ending, the Oscars moment that he considers the most shocking, the line from One Flew O…

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