# RECAST \[keizai\] NEWS (聞く経済ニュース) A podcast by RECAST \[keizai\] NEWS (聞く経済ニュース). 世界の最新経済ニュース分析を毎日お届けする字幕ラジオチャンネルです。 海外メディアや業界専門誌の信頼できる一次情報を元に独自分析。 株式やマクロ指標から半導体技術まで掘り下げてお届けします。 【noteで詳細テキストレポート公開中！】 https://note.com/kiku_keizai 【配信スケジュール】 ・朝刊（月〜土曜の朝8:30~9:30頃更新） ・毎日特集記事2本程度（16:00、20:00頃配信） ・特集記事は話題のトピック、専門業界トピック、指標発表データの分析、企業分析など 【編集ポリシー】 ・コンテンツはすべて海外メディア・専門誌・論文の信頼できる一次情報に基づき構成 ・出典は概要欄に明記し、情報の透明性を担保 ・エゴや思想に囚われない、客観的な分析姿勢 ・漢字や数字の読み上げに誤読が含まれる場合がありますが、その際は字幕が正しい内容となります 【免責事項】 本動画は情報提供のみを目的としており、特定の銘柄や投資行動を推奨するものではありません。投資判断はご自身の責任でお願いいたします。動画内の情報は信頼できるデータに基づいて編集していますが、その正確性・完全性を保証するものではありません。 Feed: https://anchor.fm/s/10e8a3784/podcast/rss ## Latest episodes - [【10/27】Anthropic上場S-1詳報 1.5兆ドル評価をめぐるアナリストの分かれ目](https://invisiblenetwork.ai/podcast/1874526657/ed4a717558b1) (2026-10-27, 20 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128162983/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-27%2F435093581-44100-2-cdf9604e9b626.mp3 - [【10/27】Meta株式調達950億ドル 借入を避けた理由](https://invisiblenetwork.ai/podcast/1874526657/98aeeca12869) (2026-10-27, 19 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128159808/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-27%2F435089512-44100-2-113f986a81c02.mp3 - [【10/27】Anthropic上場申請 赤字807億ドルの内情](https://invisiblenetwork.ai/podcast/1874526657/e2976ee44af7) (2026-10-27, 15 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128146650/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-27%2F435071530-44100-2-5c5bff11f51cd.mp3 - [【10/26】マスク氏の警告 ネオクラウド資金問題が日本の金融に届く経路](https://invisiblenetwork.ai/podcast/1874526657/6027cfd5a861) (2026-10-26, 23 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128103439/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-26%2F435013191-44100-2-f95aee3d4f0dd.mp3 - [【10/26】ブラジル大統領選 ルラ氏逆転4選で売られた真因](https://invisiblenetwork.ai/podcast/1874526657/cdb93d9525e7) (2026-10-26, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128092187/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-26%2F434999398-44100-2-e4417526d17c7.mp3 - [【10/26】週末まとめ 被害未確認でも原油高 中東リスクの実態](https://invisiblenetwork.ai/podcast/1874526657/45fdeb6792d9) (2026-10-26, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128076344/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-26%2F434978595-44100-2-aa3b68c5beeaa.mp3 - [【10/25】TSMCが脱レアアース 半導体工場に潜む依存の構造](https://invisiblenetwork.ai/podcast/1874526657/a22c5aa53585) (2026-10-25, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128039910/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-25%2F434931383-44100-2-b80f4158d7bfe.mp3 - [【10/25】米国の対カナダ関税50% 338条が使われた理由](https://invisiblenetwork.ai/podcast/1874526657/ac8c5287fbe4) (2026-10-25, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128035900/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-25%2F434926795-44100-2-a9ce365b9b065.mp3 - [【10/24】米国の外国製ロボット規制 日本製の搬送車にも及ぶ理由](https://invisiblenetwork.ai/podcast/1874526657/15de57be7799) (2026-10-24, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127995983/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-24%2F434875394-44100-2-fe4a66ff895a2.mp3 - [【10/24】ホルムズ封鎖 原油中東依存62% 分散と回帰の実態](https://invisiblenetwork.ai/podcast/1874526657/22d04ffbc98e) (2026-10-24, 21 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127992198/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-24%2F434870640-44100-2-22bfd4e8b3575.mp3 - [【10/24】原油6カ月ぶり高値 中東リスクが株と金利を揺らす構造](https://invisiblenetwork.ai/podcast/1874526657/20835664fc3b) (2026-10-24, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127981716/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-24%2F434856739-44100-2-6e24dda3ff9be.mp3 - [【10/23】ラムリサーチ株下落と半導体装置企業の関係 設備投資のボトルネック](https://invisiblenetwork.ai/podcast/1874526657/3d31c90744bf) (2026-10-23, 14 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127946273/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-23%2F434809015-44100-2-1dbc9a6fb62d3.mp3 - [【10/23】消費者物価コアコア2.4% 値上げと政策の押し下げの実態](https://invisiblenetwork.ai/podcast/1874526657/b7c629288fc0) (2026-10-23, 13 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127940551/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-23%2F434801781-44100-2-b85ae9549fce9.mp3 - [【10/23】エヌビディアCEO発言で株価下落 AI資金の信用不安](https://invisiblenetwork.ai/podcast/1874526657/a66c2bffd1d5) (2026-10-23, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127923726/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-23%2F434780495-44100-2-8d5ee5dc3cca6.mp3 - [【10/22】日本の対外収支 貿易赤字5カ月連続、投資収益は黒字](https://invisiblenetwork.ai/podcast/1874526657/1c5e1c22cd94) (2026-10-22, 12 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127886758/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-22%2F434729310-44100-2-845b753fbaa22.mp3 - [【10/22】米国造船の現在地 予算は増加、造る場所は不足](https://invisiblenetwork.ai/podcast/1874526657/f7208e889a07) (2026-10-22, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127879151/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-22%2F434719281-44100-2-a64b413b11539.mp3 - [【10/22】Meta決算 広告の稼ぎを投資が超えた構造変化](https://invisiblenetwork.ai/podcast/1874526657/bd01be599c35) (2026-10-22, 15 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127868964/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-22%2F434705175-44100-2-08b1c8bd53447.mp3 - [【10/21】電力スポット価格が4年ぶり高値 10月に上がる理由](https://invisiblenetwork.ai/podcast/1874526657/d697b5bddc08) (2026-10-21, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127830701/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-21%2F434651830-44100-2-aad59759476e8.mp3 - [【10/21】メモリ好況の裏で進む HBM依存を減らす動き](https://invisiblenetwork.ai/podcast/1874526657/e8646e9c3030) (2026-10-21, 14 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127820463/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-21%2F434637953-44100-2-522c4e09bc50d.mp3 - [【10/21】スペースX AI売上が通信超え 合併委員会の現在地](https://invisiblenetwork.ai/podcast/1874526657/4e57db7f8ef6) (2026-10-21, 21 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127810438/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-21%2F434623867-44100-2-521661e7d887a.mp3 - [【10/20】三菱電機と鴻海 車載部品が日本の電機から離れる構造](https://invisiblenetwork.ai/podcast/1874526657/fc18f8ac95cb) (2026-10-20, 15 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127766509/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-20%2F434562667-44100-2-c63eab07b5a47.mp3 - [【10/20】米国住宅市場 新築が中古より安い逆転の構造](https://invisiblenetwork.ai/podcast/1874526657/a00149e87a29) (2026-10-20, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127760926/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-20%2F434555351-44100-2-0db8f130a544a.mp3 - [【10/20】サウジ石油施設に攻撃 代替輸出路が狙われた意味](https://invisiblenetwork.ai/podcast/1874526657/a2d4b6f93a8c) (2026-10-20, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127751340/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-20%2F434542338-44100-2-83fc71b38b165.mp3 - [【10/19】米財政赤字1.99兆ドル 成長下でも膨らむ真因](https://invisiblenetwork.ai/podcast/1874526657/91be07ef2086) (2026-10-19, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127711608/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-19%2F434487433-44100-2-1cfda5a8e4fb2.mp3 - [【10/19】トゥルーイストのローン売却 リスクが銀行に戻る構造](https://invisiblenetwork.ai/podcast/1874526657/66fb33be26fa) (2026-10-19, 21 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127705667/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-19%2F434479360-44100-2-da79c43b67d5d.mp3 - [【10/19】週末まとめと今週イベント予定 ホルムズ機雷で燻る原油高](https://invisiblenetwork.ai/podcast/1874526657/7b973d9b7451) (2026-10-19, 21 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127693213/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-19%2F434462214-44100-2-9a48199ab2834.mp3 - [【10/18】楽天証券 超長期国債 個人の国債買いが映す構造変化](https://invisiblenetwork.ai/podcast/1874526657/28fac36ba0a5) (2026-10-18, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127661564/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-18%2F434421175-44100-2-2c7213727eae4.mp3 - [【10/18】MSCIインドネシア除外案 新興国投信の中身の実態](https://invisiblenetwork.ai/podcast/1874526657/461b1b12a0e1) (2026-10-18, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127657206/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-18%2F434415548-44100-2-526003d576fd5.mp3 - [【10/17】AIデータセンター社債安の連鎖 建設遅延が動かす構造変化](https://invisiblenetwork.ai/podcast/1874526657/79f3ecb2d63a) (2026-10-17, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127612528/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-17%2F434357184-44100-2-2b23cea86b3f9.mp3 - [【10/17】米鉱工業生産0.7%増 製造業の伸びを抑える真因](https://invisiblenetwork.ai/podcast/1874526657/6becdf143f6c) (2026-10-17, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127611259/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-17%2F434355505-44100-2-15b24d0b12824.mp3 - [【10/17】原油110ドル到達 ハイテク株安と連動する理由](https://invisiblenetwork.ai/podcast/1874526657/1853e5024312) (2026-10-17, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127603157/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-17%2F434344339-44100-2-922745b9ff60b.mp3 - [【10/16】米地区連銀調査 2027年設備投資が示す構造変化](https://invisiblenetwork.ai/podcast/1874526657/b2aa94fa0495) (2026-10-16, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127565303/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-16%2F434292999-44100-2-3069fb42141a7.mp3 - [【10/16】日経平均3318円安 下げの7割が数銘柄に偏る構造](https://invisiblenetwork.ai/podcast/1874526657/32b3d61e2192) (2026-10-16, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127561654/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-16%2F434288307-44100-2-d7dfc0bf1bc42.mp3 - [【10/16】米PPI6.3%上昇でも金利低下 信用不安の構図](https://invisiblenetwork.ai/podcast/1874526657/8083c319614a) (2026-10-16, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127548960/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-16%2F434271399-44100-2-99a149dd13a2f.mp3 - [【10/15】機械受注と鉱工業生産 受注増でも生産が減る真因](https://invisiblenetwork.ai/podcast/1874526657/b0df37d06c2c) (2026-10-15, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127515375/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-15%2F434224693-44100-2-3332de7f62d4a.mp3 - [【10/15】CoreWeave社債利回り15% AI借金の実態](https://invisiblenetwork.ai/podcast/1874526657/47b68c19d8e1) (2026-10-15, 20 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127506275/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-15%2F434212097-44100-2-40f007e34331f.mp3 - [【10/15】米CPI上振れ 10月利上げ論が再燃した理由](https://invisiblenetwork.ai/podcast/1874526657/83099797b99f) (2026-10-15, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127493714/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-15%2F434194940-44100-2-101dcf5602dd8.mp3 - [【10/14】LNG価格14%上昇 原油と回復が分かれた理由](https://invisiblenetwork.ai/podcast/1874526657/159d19db1fcd) (2026-10-14, 22 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127453745/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-14%2F434140525-44100-2-46276a59621b5.mp3 - [【10/14】中国輸出36.3%増 価格が膨らませた黒字の実態](https://invisiblenetwork.ai/podcast/1874526657/908af29eb2c0) (2026-10-14, 19 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127449360/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-14%2F434134520-44100-2-9b04c93a76047.mp3 - [【10/14】米利上げの現在地 NY連銀は年内1回、市場は来年も](https://invisiblenetwork.ai/podcast/1874526657/a76915eb3467) (2026-10-14, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127436126/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-14%2F434116218-44100-2-2071180a4f068.mp3 - [【10/13】IMFが例外とした日本国債 流動性悪化の実態](https://invisiblenetwork.ai/podcast/1874526657/01515fb90031) (2026-10-13, 24 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127391076/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-13%2F434057370-44100-2-be07d93e80b0e.mp3 - [【10/13】企業物価6.8%に鈍化 コメと円高が隠すコスト上昇](https://invisiblenetwork.ai/podcast/1874526657/18830f46f2f9) (2026-10-13, 24 min): audio https://anchor.fm/s/10e8a3784/podcast/play/127381860/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-13%2F434045343-44100-2-7c38a1ac51362.mp3 - 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