There are still a handful of tickets for our LIVE Odd Lots show in London on May 7th. Full list of guests will be announced shortly, but I heard a rumor that @lorcanrk.bsky.social will be making an appearance, so get one of the remaining tickets right now. events.bloombergevents.com/event/Odd_Lo...
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
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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.
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.