This @tracyalloway.bsky.social @weisenthal.bsky.social episode w/ Brad Setser is absolutely great 👍! podcasts.apple.com/us/podcast/o...

This @tracyalloway.bsky.social @weisenthal.bsky.social interviewing @ziaddaoud.bsky.social is a fantastic episode 👍 Beyond ME, interesting to see how Asia reacting longer term, i.e., strategically podcasts.apple.com/us/podcast/o...

HELLO LONDON FRIENDS: We're doing our first ever live Odd Lots in London on May 7. We have some great guests TBA in the days ahead, but tickets are already selling, so you should get yours here right now. events.bloombergevents.com/event/Odd_Lo...

This is a great episode 👍. Oil and much much more @tracyalloway.bsky.social @weisenthal.bsky.social with @javierblas.bsky.social podcasts.apple.com/us/podcast/o...

New bumpersticker idea

I think not enough non-runners are noticing that Chinese branded running shoes, bought on aliexpress or Taobao, are now the highest quality and lowest price. This should be a story on Odd Lots (@weisenthal.bsky.social). Sports shoes aren't robot vacuum cleaners or whatever. They're culturally huge.

one silver lining is that we keep getting great pods from @weisenthal.bsky.social and @tracyalloway.bsky.social this time with @gbrew24.bsky.social discussing why the US can’t easily find an off-ramp

NEW ODD LOTS: Trump has walked into a "strategic trap" by going to war in Iran, and the energy fallout will be immense. Our chat with the great @gbrew24.bsky.social out now podcasts.apple.com/us/podcast/g...

Bob is the best. Oil is getting all the attention right now, but the nat gas story may be the bigger one of our time for reasons going way beyond the events of the last few weeks.

Soft data now surging back toward stronger hard data of late. h/t @augurinfinity

The bezzle is shrinking. I’m curious to what extent the crypto crash is dragging down tech stocks as well.

this @tracyalloway.bsky.social @weisenthal.bsky.social Odd Lots piece with @heidirediker.bsky.social is fantastic Interesting that Tracy mentioned about their Dan Wang interview, necessity & central planning have some advantages. Biogas is another anecdote podcasts.apple.com/us/podcast/o...

I wrote about the crypto crash and why this is the worst crypto winter in the industry's history. Sub to the Odd Lots newsletter here www.bloomberg.com/account/news...

E M E R G E N C Y P I S O D E

THE FED FIGHT HITS A WHOLE NEW LEVEL Special Odd Lots out now with @levmenand.bsky.social about the potential criminal prosecution of Jerome Powell open.spotify.com/episode/1jZH...

Geographically attractive rather than immediately economically attractive for oil companies is the broad conclusion of this Odd Lots podcast. Sanctions, blockades, infrastructure, high breakeven costs of heavy crude, geopolitical risks are all headaches. A lot is just Trump's personal whims.

How the Monroe Doctrine became the Donroe Doctrine We had a great chat with Yale historian Greg Grandin about 200+ years of the US asserting dominance over Latin America podcasts.apple.com/us/podcast/g...

Very much worth listening to.

NEW ODD LOTS: What Maduro's capture means for the oil market. We talked to the great @gbrew24.bsky.social podcasts.apple.com/us/podcast/t...

This is a dream job and you should definitely apply for this and the only better job at Odd Lots would be as a writer for the 3 minute finance/economics George and Gracie style comedic dialog that opens each show.

This could be a dream job for one of you. bloomberg.avature.net/careers/JobD...

I listened to @weisenthal.bsky.social (big fan) on the Vergecast and he claimed it is hard to distinguish prediction markets from things like futures contracts; I very much disagree! So I wrote this bergmayer.net/prediction-m...

MEET THE POLITICIAN THE AI INDUSTRY WANTS TO STOP On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...

Reminder to send us your Voicemails

I had a really fun time talking about prediction markets with David Pierce on The Vergecast www.youtube.com/watch?v=GDqM...

Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail

This was such a blast!

I was bullish homebuilders in mid-2022 when the rulebook says you wait for rate cuts to buy housing, now I don't trust the equal-weight/bank stocks even though the rule book says chart breakouts + tax cuts + rate cuts is when to own them -- it's been an unusual, out of sync cycle.

Unrealistic beauty standards dominate social media and dating, but being hot is also career perk. I spoke with people who work 9 to 5s about how they feel the pressure to look young, have perfect smiles, and be thin in order to succeed. @businessinsider.com www.businessinsider.com/getting-hot-...

What a chart for silver

How have prediction markets shaped reporting? I'm in Dirt Magazine, alongside @weisenthal.bsky.social and Mickey Down www.magazine.dirt.fyi/p/the-signal... @princessdaisy.bsky.social

NEW ODD LOTS: We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years. podcasts.apple.com/us/podcast/t...

*US NOV. CONSUMER CONFIDENCE 88.7; EST. 93.3

Ongoing demolition in Bitcoin

MONETARY MALPRACTICE A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates. You can read the full thing here www.bloomberg.com/news/newslet...

baby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers thanks @bloomberg.com @weisenthal.bsky.social

THE POLITICS OF AI ARE ABOUT TO EXPLODE We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...

Stocks are getting killed here

Here's a classic one. Anthropic is going to spend $30 billion on Azure. And with the deal, both Microsoft and Nvidia are both investing in Anthropic

In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago Sub to the newsletter here: www.bloomberg.com/account/news...

No one leaving New York City because of Mamdani, say two top real estate CEOs

From @tracyalloway.bsky.social AI CapEx is the Schrödinger's cat of capital markets to @weisenthal.bsky.social ‘now we gotta look at tech company CDS?’ to @pkedrosky.bsky.social this is a meta bubble … yeah, you’re going to have to listen to this one: podcasts.apple.com/us/podcast/o...

Great playlist of instrumental country from Marissa

NEW ODD LOTS: Why AI is like every bubble in history rolled into one We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...

Every country used pep pills! There were so many amphetamines swirling around the Allies that college students in the 1940s regularly took them when cramming for exams

*RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO

Really thrilled to be featured in today's Odd Lots newsletter--thanks @weisenthal.bsky.social and @tracyalloway.bsky.social! The implication: The U.S.'s sole growth sector is stuck between a prisoner's dilemma in pricing and a collateral crunch. bsky.app/profile/adva...

We've been doing Odd Lots for 10 years. And in that time they've gotten stupider. On the new episode, we speak with the legend Cliff Asness about why he believes that markets keep getting less and less efficient. open.spotify.com/episode/64XN...

I miss the NFP spaces with Skanda/Conor/Pearkes