It's Sunday night, and I'd love to share some of my favorite podacasts. All of them have the great and unique insights:
With tradable insights:
1. Macro voice(@MacroVoices by @ErikSTownsend and @PatrickCeresna)
2. Renmac(@RenMacLLC, macro trading)
3. Goodeye 股癌(Taiwanese, great semi supply chain insights: https://t.co/wlfTOBhHHB)
Somewhat tradable:
1. 硅谷101(@thevalley101 Chinese, very deep insights, for example the recent episode about the feasibility and cost of space data center by former spacex engineer: https://t.co/gTJSGCY6De)
2. "Watch your bids" by @kevinmuir. Although he is a perma bear, it's always great to understand the thesis from the other side as traders love volatility ;) Note: this is a private podacast.
3. The intrinsic Value(@TIV_Podcast)
Non-tradable but still great:
1. macromicro 财经M平方(Taiwannese, great macro insights @MacroMicroMe)
2. BG2(@BG2Pod)