Argentine peso getting hammered again today. Getting close to its recent lows.

Hearing @weisenthal.bsky.social and @tracyalloway.bsky.social say "we have the perfect guest" live is thrilling

NEW ODD LOTS: It's the legend Jim Cramer We talk to the Mad Money host about his career, the retail stock trading revolution, the time he was a Trotskyite and led a wildcat strike, and much more. podcasts.apple.com/us/podcast/j...

Great discussion with @annmlipton.bsky.social

NEW ODD LOTS: We talked to Henry Wang, the Founder and President of the Center for China and Globalization, about how China sees itself in the new emerging world order. podcasts.apple.com/us/podcast/h...

hey that's me

NEW ODD LOTS: The future of the Delaware Corporation. We talked about Elon Musk's move to Texas, and whether more companies, boards, startups, etc. will think about incorporating somewhere else besides Delaware. Fascinating chat with CU Law Professor Ann Lipton podcasts.apple.com/us/podcast/e...

“To what degree is spending sustained because there is some upper tranche of consumers sitting on huge financial market gains ..? To what degree does the US economy literally need the stock market to go up in order to keep growing?” - @weisenthal.bsky.social

In today's Odd Lots newsletter I wrote about the Thick Rich Sub here: www.bloomberg.com/account/news...

Key chart www.bloomberg.com/news/article...

On CNBC... *UNITED CEO: DEMAND SHOWS ECONOMY BETTER THAN STATS INDICATE

Omg, this happened!!!!! (Pretty sure I have never recommended to my boomer parents and if I have, it was in like 2021.) CC: @weisenthal.bsky.social

OMG, merely looking at the cover pic, you know you need to watch the Youtube version here

The BLS is hiring 25 people to collect prices for the CPI report

Cardboard box odd lots?

Everything you always wanted to know about cardboard boxes! So fun @tracyalloway.bsky.social @weisenthal.bsky.social podcasts.apple.com/us/podcast/o...

New Odd Lots on the cardboard boxpocalypse podcasts.apple.com/us/podcast/t...

The relative gloom among young people is unusually high. Fascinating development in the UMich survey via @weisenthal.bsky.social

1/ In a recent article, @conorsen.bsky.social suggested once the pool of unemployed gets big enough, managers will start ramping up layoffs. In the two relevant recessions for which we have JOLTS data, the relevant threshold (to the degree one exists) was around 5%. cc @weisenthal.bsky.social

If you're in Chicago, we're doing a LIVE Odd Lots on 9/25. Get your tickets here. events.bloomberglive.com/event/9d5b2d...

They call this one the ‘Odd Lots Amazon Order’ @weisenthal.bsky.social @tracyalloway.bsky.social the only thing missing is Moby Dick

We lost jobs in June for the first time since Covid

The U.S. has lost 78k manufacturing jobs this year

I started listening to Odd Lots because it felt imprudent to get most of my financial markets info from dirtbag sources like TrueAnon and now @weisenthal.bsky.social is popping up on TrueAnon and I don’t know what to think.

I'd listen to a podcast about the podcast. How did @weisenthal.bsky.social and @tracyalloway.bsky.social find Dan back in 2017 ? how do they decide on topics and find guests in general. The Resolution FA pod was just fun. omny.fm/shows/odd-lo...

not totally related, but i reallyy appreciate the full length video for. this interview youtu.be/VaNy4J4cju8?...

In today's newsletter, I wrote about talking Dan Wang today vs. 2018 and where the discourse might go next

It is annoying for me because I don't actually believe in Central Bank independence, and she makes the worst case against it possible

open.spotify.com/episode/5qfA... From the ridiculous Liz Truss to the sublime Dan Wang. @tracyalloway.bsky.social @weisenthal.bsky.social

In case @tobyn.bsky.social hasn't seen

Big thanks to @tobyn.bsky.social for his close listening and writeup of our interview with Liz Truss

We're doing our first live ever event in Chicago on 9/25. Get your tickets here. events.bloomberglive.com/event/9d5b2d...

recently: macwright.com/2025/08/29/r...

NEW EPISODE: We speak to the legend Emi Nakamura about her paper at Jackson Hole about why and when central banks can deviate from Taylor Rule orthodoxy and still achieve good inflation outcomes. podcasts.apple.com/us/podcast/e...

I just want everyone to know that if there's a guest on Odd Lots, Tracy and I chose them, and we never ever have been forced to have a guest on that we didn't want to talk about. You don't have to like them, but guest selection is our job.

NEW ODD LOTS: Former UK Prime Minister on surging gilt yields, central bank independence, free speech, and the broader economic agenda which she never got to implement (Correct link this time) podcasts.apple.com/us/podcast/l...

Joe is here today!! Bringing with him a lot of words!!!

Literally the perfect guest. @levmenand.bsky.social is not only a leading historian and theorist of US banking regulation, he rote THE article on the meaning on "for cause" removal.

WHAT FED INDEPENDENCE ACTUALLY MEANS In today's newsletter, I wrote about the way Trump sees the Fed, and the potential constitutional stakes involved here.

Lev Menand is blistering here. Must listen. Meeting the moment. Incredible stuff from @weisenthal.bsky.social and @tracyalloway.bsky.social on Odd Lots. overcast.fm/+AA5AWNdOBV0

NEW ODD LOTS: We talked to NYC Mayor Eric Adams about you know what. podcasts.apple.com/us/podcast/m...

In today's Odd Lots newsletter, I wrote about how quickly chatGPT is becoming my default search engine. Sub to the newsletter here: www.bloomberg.com/account/news...

Went on Odd Lots to talk about Bluesky’s favorite topic: how AI is already helping people do their jobs. open.spotify.com/episode/4IAH...

BOOM. More strong economic data. *US JUNE RETAIL SALES RISE 0.6% M/M; EST. +0.1% *US JOBLESS CLAIMS 221,000 IN JULY 12 WEEK; EST. 233K *US JULY PHILADELPHIA FED EMPLOYMENT INDEX AT 10.3 VS -9.8

NEW ODD LOTS: We talked to the legend @wertwhile.bsky.social about how AI is already reshaping the practice of law. A must listen, with out friend Joel podcasts.apple.com/us/podcast/w...

Zohran went on Odd Lots, Andrew did not. podcasts.apple.com/us/podcast/z... @tracyalloway.bsky.social @weisenthal.bsky.social

This isn't perfect but I think it's pretty useful as a rule of thumb for tonight! If Cuomo + Adrienne Adams + Tilson + Ramos - (Lander + Mamdani + Myrie + Blake) is a decent proxy for how the RCV will go in the end.

yeah -- ground beef hit an all-time high last week, and nobody appears to be reporting on that www.bls.gov/charts/consu...

One chart that shows the huge gap between people with a ZIRP-era mortgage vs. those who don't. From today's newsletter. www.bloomberg.com/news/newslet...