Metacasts: Macro, Geopolitics, AI & Blockchain

We listen to hundreds of expert podcasts so you don't have to find them yourself. Each Metacast distils the day's most important macro, geopolitical, AI and blockchain 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

Metacasts: Macro, Geopolitics, AI & Blockchain is a news podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Metacasts: Macro, Geopolitics, AI & Blockchain, a news show with 0 episodes published.

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  Metacasts: Macro, Geopolitics, AI & Blockchain

  The Automated Feedback Loop: When Algorithmic Liquidity Meets Agentic Autonomy

  Sep 30, 202624 min

  Today's episode examines the decoupling of market stability from historical interest rate expectations as the 'Bondpocalypse' and automated liquidity shifts redefine global risk. We analyze the systemic transition from reactive AI assistants to autonomous economic agents and the resulting friction within a fragmenting geopolitical landscape. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain%2FCompact_Digests%2Fdaily_digest_compact_2026-09-30_06-30-19.html&channel=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain&latest=1 0:00 - Introduction 0:37 - The Bondpocalypse and the Yield Surge 7:07 - Power, Policy, and the Corporate Frontier 13:39 - The Great AI Transition: From Assistants to Agents 18:04 - Industrial Upgrades and the Manufacturing Shift 20:34 - Geopolitical Friction and the New Trade Wars 22:32 - Conclusion Referenced sources: - "Founders of Anthropic Seek Super Voting Shares" (AI Insights: AI News, Eyewitness Accounts) - "Trump-Xi Stability without resolution" (Barclays Brief) - "'Bondpocalypse' Tests Growth, $6 Trillion AI Question, Europe Gas Storage Pain" (Bloomberg Daybreak: Europe Edition) - "'Bondpocalypse' Tests Growth, $6 Trillion AI Test, Europe Gas Storage Pain" (Bloomberg Daybreak: Europe Edition) - "Smart Ring Maker Oura Becomes Latest Company to Delay US IPO" (Bloomberg Intelligence) - "Bloomberg Surveillance TV September 29th, 2026" (Bloomberg Surveillance) - "Traders Have Data, Fedspeak and AI to Navigate" (Bloomberg Surveillance) - "How Family Businesses Should Plan for Generational Success" (Exchanges) - "China plates" (Geopolitical Dispatch) - "Is the yield curve inverted" (Macro Mondays) - "The Beclowning of Scott Bessent" (Paul Krugman) - "Nvidia's AI Guardrails, Big Tech's White House Visits, and Elon's Voter Data Grab" (Pivot) - "Wall Street Veteran The Bond Sell-Off Is A Buying Opportunity" (Prof G Markets) - "How to Build Team Agents" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Bill Gates's Blunt Warning on A.I." (The Ezra Klein Show) - "Lawfare Daily The Policy Implications of the AI Vibe Shift" (The Lawfare Podcast) - "From Math Olympiads to Navier-Stokes How Fast Is AI Progressing with Greg Burnham - #778" (The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)) - "The Personal Agent Race Is Here Anish Acharya & David Pawlan" (The a16z Show) - "China's $12 Trillion Manufacturing Upgrade" (Thoughts on the Market) - "House View Daily Why higher rates can favor hedge funds" (UBS On-Air: In the Now) - "Top of the Morning CIO Strategy Snapshot - Implications of higher rates" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Bonding oil prices to yields'" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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  Metacasts: Macro, Geopolitics, AI & Blockchain

  The Scarcity Collision: When Agentic Autonomy Hits the Physical Grid

  Sep 29, 202624 min

  Today's episode examines the fundamental decoupling of software velocity from physical infrastructure, as the rise of autonomous agents meets the hard constraints of power grids and energy supply. We analyze how geopolitical energy shocks and hardware bottlenecks are rewriting the global capital expenditure playbook and destabilizing traditional monetary policy. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain%2FCompact_Digests%2Fdaily_digest_compact_2026-09-29_07-16-08.html&channel=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain&latest=1 0:00 - Introduction 0:42 - The AI Frontier: From Agents to Infrastructure 7:21 - Monetary Shifts and Macro Uncertainty 12:31 - Credit Cycles and Asset Allocation 16:07 - Global Flashpoints and Geopolitical Friction 19:53 - The Legal and Regulatory Landscape 22:44 - Conclusion Referenced sources: - "Bond Selloff Saps Risk Appetite" (Bloomberg Daybreak: Asia Edition) - "UK-US Base Plot Foiled, Europe Financial Stress, AI 'Kill Switch' Problem" (Bloomberg Daybreak: Europe Edition) - "Nvidia Boosts Share Buyback Program by $150 Billion" (Bloomberg Intelligence) - "Bloomberg Surveillance TV September 28th, 2026" (Bloomberg Surveillance) - "US Stocks and Treasuries Fall as Oil Pushes Higher; Iran Refuses to Soften Demands" (Bloomberg Surveillance) - "Credit Crunch Ellington's Vranos on MBS Innovation and Alpha" (FICC Focus) - "Nvidia turns to insurers to offset AI risks" (FT News Briefing) - "Apocalypse not yet" (Geopolitical Dispatch) - "Erik Thedéen on QE, Central Bank Independence, and Digital Payments" (Macro Musings with David Beckworth) - "Investors Are Turning Against Data Centers (Here's Why)" (Prof G Markets) - "The Real Risks of AI Agents" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Lawfare Daily The Trials of the Trump Administration, September 25" (The Lawfare Podcast) - "AI Can Write Code. Why Isn't Software Better" (The a16z Show) - "Washington Weekly Podcast UN General Assembly, US-China summit" (UBS On-Air: Market Moves) - "Top of the Morning Emerging Markets - Fed hikes matter, but global liquidity matters more" (UBS On-Air: Market Moves) - "UBS On-Air Paul Donovan Daily Audio 'Camels through the eyes of fishhooks'" (UBS On-Air: Market Moves) - "Signal over Noise The real-world constraints to scaling AI" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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  Metacasts: Macro, Geopolitics, AI & Blockchain

  The Scaling Wall: When Digital Ambition Hits Physical Scarcity

  Sep 28, 202626 min

  Today's episode examines the widening divergence between accelerating AI capabilities and the mounting constraints of energy, hardware, and geopolitical friction. We analyze the shift from software-driven expansion to a new era of high-stakes optimization driven by the need for physical resilience and structural autonomy. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain%2FCompact_Digests%2Fdaily_digest_compact_2026-09-28_06-30-19.html&channel=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain&latest=1 0:00 - Introduction 0:35 - The Great Compute Debate: Scaling vs. Reality 7:02 - Physical Intelligence: The Future of Autonomous Robotics 13:49 - Economic Volatility and the Wealth Preservation Playbook 19:08 - The New Geopolitical Order: Energy, Trade, and Autonomy 23:33 - Conclusion Referenced sources: - "Bonds Slide as Oil Rises on Iran Tensions, RBA Decision Preview" (Bloomberg Daybreak: Asia Edition) - "Andy Burnham's first Labour conference as prime minister" (FT News Briefing) - "Where's the intelligence explosion" (Noahpinion) - "Booms, Bombs and Bonds Interest Rates, Part I" (Paul Krugman) - "Robots! (35) Next up for AI Dancing robots Catie Cuan" (TED Tech) - "Robots! (45) 7 new species of robot that jump, dance - and walk on water Dennis Hong" (TED Tech) - "Robots! (55) Self-assembling robots and the potential of artificial evolution Emma Hart" (TED Tech) - "The Rise of the AI Moderates" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "THE REAL EDGE IS IN PEOPLES' HEADS (Guest Ahmed Husain)" (The Market Huddle) - "317. Why the UK must not drop climate leadership" (The Rest Is Money) - "TIP849 Average Returns Can Still Make You Wealthy w David Fagan" (We Study Billionaires - The Investor’s Podcast Network) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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  Metacasts: Macro, Geopolitics, AI & Blockchain

  The Vanishing Buffer: Navigating the Era of Hyper-Fragmented Volatility

  Sep 27, 202623 min

  Today's episode examines the structural disintegration of the global macroeconomic and digital buffers, from the rise of autonomous agentic layers to the mounting pressure of US sovereign debt. We analyze how the shift from centralized stability to fragmented, high-frequency volatility is fundamentally altering the risk calculus for global finance, energy security, and geopolitical alliances. Read this edition in full at https://www.pers-int.com/?digest=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain%2FCompact_Digests%2Fdaily_digest_compact_2026-09-27_06-30-19.html&channel=Macro%2C%20Geopolitics%2C%20Ai%2C%20Blockchain&latest=1 0:00 - Introduction 0:47 - The Great Re-Wiring: AI Agents and the New Compute Stack 8:39 - The High Cost of Stability: Inflation and Debt 15:34 - Fragile Borders and Shifting Alliances 18:22 - Commodity Volatility and the Global Energy Crunch 21:01 - Conclusion Referenced sources: - "Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails" (All-In with Chamath, Jason, Sacks & Friedberg) - "Global Commodities Day 31 and beyond" (At Any Rate) - "Global FX US diesel ban, dollar view, G10 central banks" (At Any Rate) - "What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family" (Bloomberg Surveillance) - "Week signals The middle powers do what they can" (Geopolitical Dispatch) - "Global Data Pod Weekender Yes Virginia, there is a tradeoff between growth and inflation" (Global Data Pod) - "The Agents Revolt" (Net Interest) - "How People Are Actually Using Jev" (The AI Daily Brief: Artificial Intelligence News and Analysis) - "Aaron Levie, Steven Sinofsky & Martin Casado How Do You Secure a World of AI Agents" (The a16z Show) - "SI419 What Happens When AI Starts Building the Portfolio ft. Nick Baltas" (Top Traders Unplugged) - "Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)" (UBS On-Air: Market Moves) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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  Metacasts: Macro, Geopolitics, AI & Blockchain

  Weekly Metacast Roundup: The Great Structural Fracture (Sep 20th – 26th, 2026)

  Sep 26, 202628 min

  This week's roundup covers the emergence of a new global architecture driven by agentic autonomy and the erosion of human oversight in AI-led research. We synthesize the growing tensions between autonomous multi-agent systems, compute-driven realpolitik, and the fiscal collisions of the AI super-cycle. Read this edition in full at https://www.pers-int.com/macro-geopolitics-ai-blockchain/weekly 0:00 - Introduction 1:27 - The Rise of Agentic Autonomy and the Erosion of Human Oversight 5:48 - Compute-Driven Realpolitik and the Sovereignty of Infrastructure 11:38 - The Fiscal-Tech Collision: Sovereign Debt and the AI CapEx Super-cycle 17:25 - Power-Contingent Economic and Supply Chain Fragility 20:42 - The Bifurcation of Global Markets and Economic Stability 25:25 - Conclusion

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