@weisenthal.bsky.social
Cohost of The Odd Lots Podcast Singer and guitarist in Light Sweet Crude
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...
17.07.2025 11:58 — 👍 37 🔁 4 💬 4 📌 0BOOM.
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...
how you been man!
24.06.2025 21:07 — 👍 4 🔁 0 💬 0 📌 0
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.
24.06.2025 20:56 — 👍 27 🔁 2 💬 5 📌 3yeah -- ground beef hit an all-time high last week, and nobody appears to be reporting on that www.bls.gov/charts/consu...
21.06.2025 21:55 — 👍 2056 🔁 650 💬 78 📌 96
And here's our episode with MS' Jim Egan on the haves vs. have nots in the housing market, and why home prices might actually decline nationally in 2025. podcasts.apple.com/us/podcast/j...
16.06.2025 16:44 — 👍 49 🔁 2 💬 0 📌 1
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...
I wrote this article in January about international goods trade accounting and @weisenthal.bsky.social and @tracyalloway.bsky.social discussion with Ricardo Hausmann helped fit and expand my thinking. runningsignal.beehiiv.com/p/trade-imba...
12.06.2025 21:02 — 👍 15 🔁 2 💬 0 📌 1Ah yes, agreed
10.06.2025 18:02 — 👍 7 🔁 0 💬 0 📌 0Things are materially good (for most) but we’re unhappy and die young.
10.06.2025 17:58 — 👍 23 🔁 3 💬 3 📌 0Wait, what's the central contradiction of the country?
10.06.2025 17:42 — 👍 8 🔁 0 💬 1 📌 0If you aren't already tuned into @weisenthal.bsky.social to understand what's happening with the economy, change that now.
10.06.2025 16:35 — 👍 13 🔁 5 💬 0 📌 0ODD LOTS @tracyalloway.bsky.social and @weisenthal.bsky.social on the data information loss. If you don't know everything is fine. www.bloomberg.com/news/newslet...
09.06.2025 13:38 — 👍 58 🔁 18 💬 2 📌 0
NEW ODD LOTS:
We talked to eminent historian Vladislav Zubok -- author of the new book The World of the Cold War: 1945-1991 -- about what the Cold War actually was, and its applicability to today's geopolitical environment podcasts.apple.com/us/podcast/v...
The container port slowdown is REAL.
We talked to Gene Seroka, the Executive Director of the Port of Los Angeles podcasts.apple.com/us/podcast/l...
Today is honestly the whole point of this website existing.
05.06.2025 18:41 — 👍 1081 🔁 100 💬 11 📌 8
$TSLA plunging about 17%
05.06.2025 19:23 — 👍 340 🔁 41 💬 11 📌 14
05.06.2025 18:46 — 👍 65 🔁 2 💬 1 📌 8
*TRUMP SAYS EASIEST WAY TO SAVE MONEY IS TO END MUSK'S CONTRACTS
05.06.2025 18:43 — 👍 140 🔁 7 💬 7 📌 7
NEW ODD LOTS:
We talked to the mayor of Jersey City, and candidate in the Dem gubernatorial primary, Steven Fulop, on lessons from the city's housing boom over the last decade podcasts.apple.com/us/podcast/j...
AIR COMING OUT OF THE US ECONOMY
From today's Odd Lots newsletter.
Sub here: www.bloomberg.com/account/news...
I recently went to a fun little conference where most in attendance were central bankers & financial journalists; plus Chris Desan, P. Mehrling, B. Eichengreen and me (?!!). Here’s one of the panels in podcast form thanks to @weisenthal.bsky.social @tracyalloway.bsky.social
@bhgreeley.bsky.social
This was a blast
02.06.2025 09:39 — 👍 47 🔁 2 💬 1 📌 1ODD LOTS with Michael Cembalest is a treat! Thank you @tracyalloway.bsky.social and @weisenthal.bsky.social
30.05.2025 01:24 — 👍 18 🔁 2 💬 0 📌 0
One of our most interesting market episodes in a long time. @tracyalloway.bsky.social and I talk to the legend Michael Cembalest of JPM about why AI is the stock market bet of the century. We also talk a lot of energy. podcasts.apple.com/us/podcast/m...
30.05.2025 12:59 — 👍 35 🔁 2 💬 1 📌 0Everything is fine now. Game on.
27.05.2025 14:37 — 👍 23 🔁 1 💬 1 📌 1
