# 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

- [【11/5】データセンター反対票の実態 揺れるAI投資計画](https://invisiblenetwork.ai/podcast/1874526657/53244f542ca8) (2026-11-05, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128828120/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-5%2F435938325-44100-2-f467de072a665.mp3
- [【11/5】米中間選挙でダウ3%高 大統領と議会のねじれが生む各業界の明暗](https://invisiblenetwork.ai/podcast/1874526657/7b2df28f4eb9) (2026-11-05, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128809655/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-5%2F435915244-44100-2-af347b4f539068.mp3
- [【11/4】中国がIPO停止 科創50半値と株価下支えの構図](https://invisiblenetwork.ai/podcast/1874526657/fde1deae00d0) (2026-11-04, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128756922/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-4%2F435847721-44100-2-1c1388ef194da.mp3
- [【11/4】アリスタ58%増収 AIの接続役が評価される理由](https://invisiblenetwork.ai/podcast/1874526657/893557895fec) (2026-11-04, 21 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128749101/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-4%2F435838147-44100-2-a772ec4a37968.mp3
- [【11/4】AMDデータセンター売り上げ倍増 見通しは170億ドル規模に](https://invisiblenetwork.ai/podcast/1874526657/5119b7b89825) (2026-11-04, 15 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128730803/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-4%2F435815797-44100-2-84f8fbde7ee9a.mp3
- [【11/3】マーベル1150億ドル買収 AI光通信の構造変化](https://invisiblenetwork.ai/podcast/1874526657/838f98ef3dde) (2026-11-03, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128670404/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-3%2F435737992-44100-2-1a81ded66a20b.mp3
- [【11/3】アップルが払うAIの代償 メモリー高騰と利益率低下](https://invisiblenetwork.ai/podcast/1874526657/3e21b52591d3) (2026-11-03, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128664570/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-3%2F435730397-44100-2-4db44a60554a4.mp3
- [【11/3】原油8%急落 外交期待と高止まり予想が並ぶ理由](https://invisiblenetwork.ai/podcast/1874526657/70b4bcbf0c31) (2026-11-03, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128651928/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-3%2F435713597-44100-2-1a3c085963612.mp3
- [【11/2】米国信用の現在地 弱い借り手に集中する延滞と損失](https://invisiblenetwork.ai/podcast/1874526657/e5fe26547680) (2026-11-02, 19 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128607523/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-2%2F435653987-44100-2-cb592805f31a.mp3
- [【11/2】AI検索の代償 グーグルとレディットが揺れた理由](https://invisiblenetwork.ai/podcast/1874526657/e56cd043d278) (2026-11-02, 22 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128601006/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-2%2F435645595-44100-2-4c0961745473b.mp3
- [【11/2】週末まとめ イラン ホルムズ再開条件と選挙後リスク](https://invisiblenetwork.ai/podcast/1874526657/b81ee07ecd46) (2026-11-02, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128586602/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-2%2F435625984-44100-2-08401b6d2be1e.mp3
- [【11/1】大手電力9社が経常悪化 燃料高と原発が分けた明暗](https://invisiblenetwork.ai/podcast/1874526657/d184ce19b2cb) (2026-11-01, 20 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128547907/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-1%2F435575608-44100-2-5302daf7bd72d.mp3
- [【11/1】中銀ラッシュと米中間選挙 来週の5日間で決まること](https://invisiblenetwork.ai/podcast/1874526657/1b7431881f78) (2026-11-01, 25 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128543641/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-10-1%2F435570569-44100-2-1b8525d9f4d63.mp3
- [【10/31】村田製作所1兆円投資 最高益でも株価が下がる理由](https://invisiblenetwork.ai/podcast/1874526657/731e55be4ae8) (2026-10-31, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128485028/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-31%2F435499576-44100-2-66cc968277f46.mp3
- [【10/31】ナスダック月間5%下落 AI評価軸の変化](https://invisiblenetwork.ai/podcast/1874526657/56d1f84e98bd) (2026-10-31, 18 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128480910/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-31%2F435494677-44100-2-6f0fedd4cf141.mp3
- [【10/31】インテル28.6%安 AI投資回収が問われる構造](https://invisiblenetwork.ai/podcast/1874526657/ec8e9b7eca66) (2026-10-31, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128468865/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-31%2F435480208-44100-2-85e1cd1b83707.mp3
- [【10/30】日銀2%到達と経済指標 企業と家計で分かれた現在地](https://invisiblenetwork.ai/podcast/1874526657/376d15d02ba0) (2026-10-30, 21 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128416932/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-30%2F435414457-44100-2-c309c219dd593.mp3
- [【10/30】ゆうちょ銀行含み損5.68兆円 業態別の現在地](https://invisiblenetwork.ai/podcast/1874526657/f9a1ec7a2830) (2026-10-30, 20 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128407490/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-30%2F435402865-44100-2-cec522b0c3a9d.mp3
- [【10/30】アマゾン投資773億ドル 現金流出が映す構造変化](https://invisiblenetwork.ai/podcast/1874526657/209af619eb40) (2026-10-30, 15 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128390986/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-30%2F435382790-44100-2-eef1a4fb31d8.mp3
- [【10/29】SKハイニックスとサムスン 最高益で明暗分けた理由](https://invisiblenetwork.ai/podcast/1874526657/cfa20db06721) (2026-10-29, 22 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128342297/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-29%2F435316443-44100-2-df07fca7098ec.mp3
- [【10/29】FOMC据え置き10対2 タカ派的休止が示す構造](https://invisiblenetwork.ai/podcast/1874526657/069c531367eb) (2026-10-29, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128338911/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-29%2F435312054-44100-2-3fe237c9ede13.mp3
- [【10/29】アルファベット10%安 クラウド倍増も売られた理由](https://invisiblenetwork.ai/podcast/1874526657/9705054c3b10) (2026-10-29, 16 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128320688/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-29%2F435289279-44100-2-4d481d4cc20fe.mp3
- [【10/28】FICO株13%安 米信用スコア独占が崩れる構造](https://invisiblenetwork.ai/podcast/1874526657/a3d8aace6e7f) (2026-10-28, 15 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128257737/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-28%2F435211001-44100-2-176942d11e963.mp3
- [【10/28】米消費者信頼感91.7 強い心理と弱い受注の構造](https://invisiblenetwork.ai/podcast/1874526657/d33c2762c13d) (2026-10-28, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128246305/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-28%2F435197386-44100-2-8c4f8a26aef8a.mp3
- [【10/28】イスラエル選挙拮抗 イラン攻撃再開と原油の分岐点](https://invisiblenetwork.ai/podcast/1874526657/43d2f63240bb) (2026-10-28, 17 min): audio https://anchor.fm/s/10e8a3784/podcast/play/128228617/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-28%2F435175415-44100-2-469b08ac97f83.mp3
- [【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

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