Soft data now surging back toward stronger hard data of late. h/t @augurinfinity
06.02.2026 18:13 — 👍 13 🔁 2 💬 0 📌 3
Soft data now surging back toward stronger hard data of late. h/t @augurinfinity
06.02.2026 18:13 — 👍 13 🔁 2 💬 0 📌 3
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
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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.
08.01.2026 15:22 — 👍 21 🔁 3 💬 1 📌 0
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.
07.01.2026 15:12 — 👍 24 🔁 4 💬 1 📌 0
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.
06.01.2026 15:27 — 👍 17 🔁 2 💬 0 📌 0
This could be a dream job for one of you. bloomberg.avature.net/careers/JobD...
06.01.2026 15:24 — 👍 100 🔁 35 💬 9 📌 12I 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...
17.12.2025 14:14 — 👍 29 🔁 6 💬 1 📌 1
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
16.12.2025 19:00 — 👍 15 🔁 4 💬 0 📌 0
I had a really fun time talking about prediction markets with David Pierce on The Vergecast www.youtube.com/watch?v=GDqM...
16.12.2025 19:00 — 👍 55 🔁 4 💬 2 📌 1
Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
12.12.2025 18:46 — 👍 18 🔁 1 💬 0 📌 1This was such a blast!
12.12.2025 17:04 — 👍 41 🔁 2 💬 1 📌 0I 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.
12.12.2025 15:25 — 👍 29 🔁 3 💬 1 📌 0
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
01.12.2025 16:35 — 👍 42 🔁 2 💬 5 📌 1
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
26.11.2025 21:40 — 👍 14 🔁 4 💬 0 📌 0
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
25.11.2025 15:00 — 👍 45 🔁 8 💬 3 📌 4
Ongoing demolition in Bitcoin
21.11.2025 11:59 — 👍 250 🔁 46 💬 30 📌 23
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
18.11.2025 15:06 — 👍 74 🔁 4 💬 12 📌 1