@weisenthal.bsky.social
Cohost of The Odd Lots Podcast Singer and guitarist in Light Sweet Crude
What a chart for silver
01.12.2025 16:35 — 👍 41 🔁 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 — 👍 13 🔁 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 — 👍 44 🔁 8 💬 3 📌 4
Ongoing demolition in Bitcoin
21.11.2025 11:59 — 👍 253 🔁 46 💬 31 📌 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 — 👍 76 🔁 4 💬 12 📌 1
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
14.11.2025 16:06 — 👍 2755 🔁 507 💬 150 📌 288
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
14.11.2025 16:04 — 👍 22 🔁 2 💬 1 📌 0
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
13.11.2025 19:38 — 👍 393 🔁 34 💬 26 📌 4*RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO
13.11.2025 19:44 — 👍 58 🔁 12 💬 12 📌 13Really 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
07.11.2025 12:22 — 👍 19 🔁 1 💬 1 📌 0yeah I've always just assumed it's pronounced like the French flag
07.11.2025 17:51 — 👍 18 🔁 0 💬 1 📌 0
The worsening state of the US labor market.
We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report.
Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...
Zohran's relentless disciplined campaign was truly impressive - he brought every message/issue back to the cost of living and built a model for what bringing attention to a positive affordability message can look like
Proud to have Blue Rose do ad testing for the Zohran IE!
x.com/alimortell/s...
In Q3, Rocket Mortgage released the AI-powered Pipeline Manager Agent, a tool that enables our loan officers to identify and prioritize the right leads. Our loan officers also leverage our AI communications platform to craft hyper-personalized text messages to clients. During the September refinance wave, our refinance loan officers—the first to leverage these tools—saw a 9 percentage point increase in client follow-ups, a double-digit lift in both daily credit pulls and refinance application conversions, and contributed to an incremental increase in rate lock volume. In Q3, Rocket Mortgage launched the Purchase Agreement AI Agent, automating the complex, county-specific review of purchase agreements. This automation reduces processing time by 80% while achieving accuracy that exceeds the legacy review process and is projected to save more than 150,000 team member hours annually. In Q3, Rocket Mortgage launched the Rocket Pro Underwriting AI Agent to give mortgage broker partners faster decisioning. The agent automates document verification, e-signature compliance checks, regulatory eligibility reviews, and generates detailed task summaries. Tasks that previously took over four hours now take less than 15 minutes.
This is exactly the kind of stuff that AI *should* be good at. From mortgage originator Rocket (RKT).
30.10.2025 20:38 — 👍 113 🔁 16 💬 9 📌 4
@weisenthal.bsky.social I noticed that in all video Odd Lots, you are the one feeling unease taking to the camera for the outro in the end~ while @tracyalloway.bsky.social is very comfortable like a pro youtuber~~ haha
27.10.2025 15:42 — 👍 20 🔁 2 💬 1 📌 0
The main goal of the forces underpinning the right is to abolish the entire 20th Century. Not just revenge for electing a Black president. Not Woke, or "cutting taxes." The entire liberal state. Of course they would decide a bizarro multiterm FDR is the way to get that (h/t @weisenthal.bsky.social)
24.10.2025 22:23 — 👍 47 🔁 11 💬 2 📌 3Tremendous historical work from Nathan here. You should subscribe to Notes on the Crises.
27.10.2025 16:40 — 👍 108 🔁 22 💬 2 📌 0Braver than the Troops
20.10.2025 19:06 — 👍 24 🔁 2 💬 0 📌 0Oh interesting to encounter someone who hasn’t grown out of libertarianism
20.10.2025 22:11 — 👍 9 🔁 0 💬 1 📌 0The greedy, gluttonous holiday is the perfect one for a nation of unserious and slow adults.
20.10.2025 20:25 — 👍 15 🔁 3 💬 1 📌 0
