Odd Lots

52 Summaries

Artificial Intelligence AI Infrastructure Supply Chains Automation Economic Growth Geopolitical Risk

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

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PodcastJeffrey SchmidAug 27

Kansas City Fed President Jeffrey Schmid on the First Jackson Hole of the Warsh Era

Monetary Policy Inflation Interest Rates Labor Market AI Infrastructure Market Structure

PodcastParag KhannaAug 24

The Nigerian Industrial Behemoth That Could Reshape the African Economy

Emerging Markets Economic Growth Demographics Supply Chains China Energy Transition

PodcastJasmine SunAug 21

Jasmine Sun on What the AI Industry Got Wrong About the Public Backlash

Artificial Intelligence AI Infrastructure National Security Technology Stocks Market Valuations Cybersecurity

PodcastNick BostromAug 20

Nick Bostrom on What Happens if AI Solves All of Our Problems

AI Safety Artificial Intelligence Automation Economic Growth Wealth Inequality Government Debt

PodcastMiles BrundageAug 17

What the OpenAI-Hugging Face Hack Really Tells Us About AI Danger

AI Safety Artificial Intelligence Cybersecurity

PodcastJohn?Aug 14

A Historic El Niño Is Coming That Could Cost the World Trillions

Energy Transition Inflation Currencies Supply Chains Commodities Risk Management

PodcastReed LucelloAug 13

Trucking Is Booming Again, And Drivers Aren't Happy About It

Supply Chains Labor Market AI Infrastructure

PodcastMeredith Kopit LevienAug 10

NYT CEO Meredith Kopit Levien on Running a Media Brand in the Age of AI

Artificial Intelligence Technology Stocks Corporate Earnings

PodcastBecca MillsteinAug 7

How a Sardine Gets From the Ocean to a Can

Supply Chains Commodities Market Volatility

PodcastBrad SetserAug 6

Brad Setser on the US's Unusual Japanese Yen Intervention

Currencies Monetary Policy Interest Rates

PodcastDavid FicklingAug 3

The Tungsten Market Is Warning of an Upcoming War

Base Metals Commodities Supply Chains

PodcastAndrew GranatoJul 31

Why Private Credit Got Entangled With Insurance

Private Credit Financial Regulation Risk Management

PodcastYeganeh TorbatiJul 30

How the Iranian Economy Actually Works

Geopolitical Risk Oil Trade Policy Economic Growth Energy Markets National Security

PodcastBranko MilanovicJul 27

Branko Milanovic on What Comes After Globalization

Geopolitical Risk China Supply Chains

PodcastChelsea Ransom CooperJul 26

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

Estate Planning Retirement Planning Artificial Intelligence

PodcastJoe WeisenthalJul 24

How Franchise Restaurants Opened the Door to the Gig Economy

Economic Growth Supply Chains Labor Market

PodcastJoe WeisenthalJul 23

Why Apple Is Heading Into a Pivotal Moment

Artificial Intelligence China Supply Chains

PodcastBoris ChernyJul 20

The Creator of Claude Code on The Hottest Piece of Software in the World

Artificial Intelligence AI Infrastructure Labor Market

PodcastRory JohnstonJun 26

Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right

Oil Energy Markets Geopolitical Risk

PodcastJoe WeisenthalJun 25

How the 1994 World Cup Transformed the Business of Football Forever

Investment Strategy

PodcastGrace ShaoJun 22

Grace Shao on What the World Should Know About Chinese AI

Artificial Intelligence Automation AI Infrastructure

PodcastJames van GeelenJun 20

How Substack Creators Are Covering This Strange Markets Era

Trade Policy Semiconductors China

PodcastJack ClarkJun 19

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

Artificial Intelligence National Security Economic Growth Labor Market Automation AI Infrastructure

PodcastJeremy GranthamJun 18

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

Market Valuations Artificial Intelligence Investment Strategy Energy Markets Economic Growth Equities

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