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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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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchWe 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,
Metacasts: Investing Evening Edition is hosted by Personalised Intelligence. The show has published 143 episodes to date.
Recent episodes include "The Hardware Mandate: When AI CapEx Collides with Sovereign Debt" (29 October 2026, 20 minutes), "The Capital Collision: AI Infrastructure vs. Sovereign Debt" (28 October 2026, 23 minutes), and "The Physical Bottleneck: When Digital Ambition Collides with Energy Scarcity" (27 October 2026, 23 minutes).
Metacasts: Investing Evening Edition publishes roughly daily, with episodes averaging 23 minutes across 143 episodes.
Booking probability for Metacasts: Investing Evening Edition is 35%, and the host is rated Selective on guests. Metacasts: Investing Evening Edition requires a Pod Score of 80 or higher. Metacasts: Investing Evening Edition's contact route on record: verified email.
The strongest fits for Metacasts: Investing Evening Edition are Investing & Wealth Management. Metacasts: Investing Evening Edition has a news audience.
Personalised Intelligence hosts Metacasts: Investing Evening Edition, a news podcast with 143 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Metacasts: Investing Evening Edition
Today's episode examines the fundamental shift from software optimization to a capital-intensive era of physical infrastructure deployment. We analyze the growing tension between massive AI hardware requirements and the...
Metacasts: Investing Evening Edition
Today's episode examines the structural tension emerging as a $1.5 trillion AI infrastructure boom competes for credit with massive U.S. and UK government borrowing needs. We analyze how this unprecedented demand for...
Metacasts: Investing Evening Edition
Today's episode examines the structural shift from semiconductor scarcity to a global crunch in power, cooling, and infrastructure required to sustain the AI arms race. We analyze the escalating systemic risks within...
Metacasts: Investing Evening Edition
Today's episode examines the transition from institutional capitalism to a landscape of 'strategic accommodation,' where corporate survival depends on political proximity and securing physical infrastructure. We analyze...
Metacasts: Investing Evening Edition
Today's episode examines the systemic breakdown of global liquidity buffers, from the widening capital expenditure gap in the AI arms race to the intensifying sovereign debt divergence in Europe and the US. We analyze...
Metacasts: Investing Evening Edition
Today's episode examines the widening gap between unprecedented AI capital expenditure and the critical bottlenecks in power, land, and hardware deployment. We analyze the systemic risks emerging from the decoupling of...
Metacasts: Investing Evening Edition
Today's episode analyzes the structural transition in the AI sector from software-driven innovation to a capital-intensive arms race defined by hardware procurement and energy density. We examine the systemic risks of...
Metacasts: Investing Evening Edition
Today's episode examines the structural shift from cost-optimized to redundancy-optimized global networks as trade fragmentation and energy volatility redefine the macro landscape. We analyze the rising solvency risks...
Metacasts: Investing Evening Edition
Today's episode examines the structural shift from software competition to a high-stakes scramble for energy, silicon, and copper. We analyze how the massive capital expenditures required for AI infrastructure are...
Metacasts: Investing Evening Edition
Today's episode examines the growing fragility in the global economy as massive, debt-funded AI infrastructure projects collide with energy shortages and rising interest costs. We analyze the systemic risks of the...
Metacasts: Investing Evening Edition
Today's episode examines the transition from seamless globalization to a new era of state-led protectionism, characterized by negotiated trade barriers and strategic de-escalation. We analyze the systemic implications...
Metacasts: Investing Evening Edition
Today's episode examines the systemic vulnerabilities emerging from the collision of US industrial policy and China's dominance in critical semiconductor materials like indium. We analyze how the widening gap between...
Metacasts: Investing Evening Edition
Today's episode examines the structural instability arising from the massive capital outlays required for the superintelligence race, which are now directly competing with government credit for global liquidity. We...
Metacasts: Investing Evening Edition
Today's episode examines the structural shift toward a global economy defined by physical constraints, from the rising cost of capital and the widening credit squeeze to the energy bottlenecks threatening the AI...
Metacasts: Investing Evening Edition
Today's episode examines the widening decoupling between rapid AI software advancement and the linear constraints of global energy and physical infrastructure. We analyze how rising bond yields and systemic credit risks...
Metacasts: Investing Evening Edition
Today's episode examines the structural transition from cheap capital to a regime of aggressive fiscal competition and supply-driven volatility. We analyze how the US Treasury's massive debt issuance and the...
Metacasts: Investing Evening Edition
Today's episode examines the structural shift in the AI race from algorithmic development to the massive capital requirements of physical infrastructure and power capacity. We analyze the widening fiscal deficits and...
Metacasts: Investing Evening Edition
Today's episode examines the erosion of rules-based security architectures in favor of a fragmented, transactional landscape defined by energy supply shocks and industrial competition. We analyze how the shift from...
Metacasts: Investing Evening Edition
Today's episode examines the transition from globalized cost-optimization to a landscape of localized, security-centric trade blocs and the resulting impact on sovereign debt and capital allocation. We analyze how the...
Metacasts: Investing Evening Edition
Today's episode examines the fundamental shift from an asset-light software era to a capital-intensive industrial model, where the AI arms race is colliding with rising Treasury yields and a looming trillion-dollar debt...
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Metacasts: Macro, Geopolitics, AI & Blockchain
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