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Forecasters are predicting record-breaking intensity for this year's emerging El Niño. Justin Mankin, professor of geography at Dartmouth joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss the forecasting of El Niños and why they can lead to large and long-lasting economic damage. Listen at...

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39,363 görüntüleme • 5 gün önce •via X (Twitter)

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On this episode of the Odd Lots podcast, Jeremy Maletz, Susquehanna's head of macro trading and prediction markets, joins Joe Weisenthal and Tracy Alloway to talk about his firm's partnership with Kalshi and how Susquehanna bridges the gap between prediction markets and large institutional investors. Listen at or watch at
1:01

On this episode of the Odd Lots podcast, Jeremy Maletz, Susquehanna's head of macro trading and prediction markets, joins Joe Weisenthal and Tracy Alloway to talk about his firm's partnership with Kalshi and how Susquehanna bridges the gap between prediction markets and large institutional investors. Listen at or watch at

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On this episode of the Odd Lots podcast, Ashley Palmer-Watts joins Tracy Alloway and Joe Weisenthal to discuss why even as inflation continues to rise, higher ingredient costs (whether it's beef or scallops) don't always correlate to higher menu prices and whether TV shows like The Bear are a realistic take on the restaurant business. Listen at or watch at .
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On this episode of the Odd Lots podcast, Ashley Palmer-Watts joins Tracy Alloway and Joe Weisenthal to discuss why even as inflation continues to rise, higher ingredient costs (whether it's beef or scallops) don't always correlate to higher menu prices and whether TV shows like The Bear are a realistic take on the restaurant business. Listen at or watch at .

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With markets near record highs, driven by demand for artificial intelligence, it certainly seems that investors are betting big on AI growth. On this episode of the Odd Lots podcast, Gita Gopinath joins Joe Weisenthal and Tracy Alloway to discuss the possibility of a perfectly productive world driven by AI, free of social unrest. Listen at or watch at .
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With markets near record highs, driven by demand for artificial intelligence, it certainly seems that investors are betting big on AI growth. On this episode of the Odd Lots podcast, Gita Gopinath joins Joe Weisenthal and Tracy Alloway to discuss the possibility of a perfectly productive world driven by AI, free of social unrest. Listen at or watch at .

Bloomberg

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On this episode of the Odd Lots podcast, Deutsche Bank's Ozan Tarman and Aditya Singhal join Tracy Alloway and Joe Weisenthal to break down the different areas where the East and West are deploying capital and developing AI technology. Listen to the full episode at or watch at
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On this episode of the Odd Lots podcast, Deutsche Bank's Ozan Tarman and Aditya Singhal join Tracy Alloway and Joe Weisenthal to break down the different areas where the East and West are deploying capital and developing AI technology. Listen to the full episode at or watch at

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On this episode of the Odd Lots podcast, Deutsche Bank's Ozan Tarman and Aditya Singhal join Tracy Alloway and Joe Weisenthal to break down the different areas where the East and West are deploying capital and developing AI technology. Listen at watch at
1:28

On this episode of the Odd Lots podcast, Deutsche Bank's Ozan Tarman and Aditya Singhal join Tracy Alloway and Joe Weisenthal to break down the different areas where the East and West are deploying capital and developing AI technology. Listen at watch at

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Why do governments use consultants and why has that weakened businesses and economies? University College London Professor Mariana Mazzucato joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss why governments' use of consultants often leads to inefficiencies and civic failures
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Why do governments use consultants and why has that weakened businesses and economies? University College London Professor Mariana Mazzucato joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss why governments' use of consultants often leads to inefficiencies and civic failures

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Think smartphones dominate American culture? China may have taken the mobile-first lifestyle to another level. On this episode of the Odd Lots podcast, Dan Wang joins Joe Weisenthal and Tracy Alloway to discuss how phone culture is reshaping Chinese society—from ordering a croissant for delivery in minutes to livestreaming shopping trips at the mall. Listen at or watch at
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Think smartphones dominate American culture? China may have taken the mobile-first lifestyle to another level. On this episode of the Odd Lots podcast, Dan Wang joins Joe Weisenthal and Tracy Alloway to discuss how phone culture is reshaping Chinese society—from ordering a croissant for delivery in minutes to livestreaming shopping trips at the mall. Listen at or watch at

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As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at
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As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at

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As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at
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As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at

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On this episode of the Odd Lots podcast, Carmen Li tells Joe Weisenthal and Tracy Alloway about her company's quest to build a compute market that could become bigger than oil and what goes into constructing a GPU index. Listen at or watch at
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On this episode of the Odd Lots podcast, Carmen Li tells Joe Weisenthal and Tracy Alloway about her company's quest to build a compute market that could become bigger than oil and what goes into constructing a GPU index. Listen at or watch at

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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at
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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at

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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at
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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at

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For decades, the franchise business model has allowed independent operators to license trademarks from businesses like McDonald's or Dunkin Donuts and changed the way Americans are employed. Brian Callaci joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss how legal battles fought by franchises eventually opened the door to what's now known as the gig economy. Listen at or watch at
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For decades, the franchise business model has allowed independent operators to license trademarks from businesses like McDonald's or Dunkin Donuts and changed the way Americans are employed. Brian Callaci joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss how legal battles fought by franchises eventually opened the door to what's now known as the gig economy. Listen at or watch at

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With AI capabilities advancing at an unprecedented speed, how are companies adapting to the rapidly changing landscape? Goldman Sachs Chief Information Officer Marco Argenti joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss what AI deployment at the bank actually looks like
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With AI capabilities advancing at an unprecedented speed, how are companies adapting to the rapidly changing landscape? Goldman Sachs Chief Information Officer Marco Argenti joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss what AI deployment at the bank actually looks like

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The war's effect on the world's economy is at once stunning and utterly strange: even as the prices of major commodities rise, the markets seem unaffected, closing at record levels in recent weeks. Martin Wolf joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss why economic growth remains a constant fact of life and why he thinks the power that the US wields over the globe is "terrifying."
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The war's effect on the world's economy is at once stunning and utterly strange: even as the prices of major commodities rise, the markets seem unaffected, closing at record levels in recent weeks. Martin Wolf joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss why economic growth remains a constant fact of life and why he thinks the power that the US wields over the globe is "terrifying."

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Should we be nice to AI? On this episode of the Odd Lots podcast, Larissa Schiavo joins Tracy Alloway and Joe Weisenthal to talk about Eleos AI's mission to prepare "for AI sentience and welfare."
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Should we be nice to AI? On this episode of the Odd Lots podcast, Larissa Schiavo joins Tracy Alloway and Joe Weisenthal to talk about Eleos AI's mission to prepare "for AI sentience and welfare."

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What fundamentally is a dollar and who actually controls it? On this episode of the Odd Lots podcast, Brendan Greeley tells Joe Weisenthal and Tracy Alloway why the dollar is a lot older than you might suspect and goes way beyond the US and implicates the whole world. Listen at or watch at .
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What fundamentally is a dollar and who actually controls it? On this episode of the Odd Lots podcast, Brendan Greeley tells Joe Weisenthal and Tracy Alloway why the dollar is a lot older than you might suspect and goes way beyond the US and implicates the whole world. Listen at or watch at .

Bloomberg

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Jeremy Grantham has a long history of calling bubbles. On this episode of the Odd Lots podcast, GMO's co-founder and chief investment strategist tells Joe Weisenthal and Tracy Alloway what he thinks about Mag 7's multibillion-dollar investment into AI and the signs he watches out for to spot when a bubble might burst. Listen at or watch at
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Jeremy Grantham has a long history of calling bubbles. On this episode of the Odd Lots podcast, GMO's co-founder and chief investment strategist tells Joe Weisenthal and Tracy Alloway what he thinks about Mag 7's multibillion-dollar investment into AI and the signs he watches out for to spot when a bubble might burst. Listen at or watch at

Bloomberg

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Commodity finance underpins production, transportation and storage of a wide variety of the things that make the modern world. On this episode of the Odd Lots podcast, Lewis Hart, head of corporate advisory and banking at Brown Brothers Harriman, joins Joe Weisenthal and Tracy Alloway to discuss how the business of commodity finance actually works and the difference between financing a commodity you can hedge (like oil) versus one where there's no futures market (like cashews). Listen at or watch at
1:43

Commodity finance underpins production, transportation and storage of a wide variety of the things that make the modern world. On this episode of the Odd Lots podcast, Lewis Hart, head of corporate advisory and banking at Brown Brothers Harriman, joins Joe Weisenthal and Tracy Alloway to discuss how the business of commodity finance actually works and the difference between financing a commodity you can hedge (like oil) versus one where there's no futures market (like cashews). Listen at or watch at

Bloomberg

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Interactive Brokers, one of the most successful and groundbreaking electronic brokerages for traders, is getting into the predictions space. On this episode of the Odd Lots podcast, Founder and Chairman Thomas Peterffy joins Tracy Alloway and Joe Weisenthal to discuss why he believes prediction markets will be the next big thing
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Interactive Brokers, one of the most successful and groundbreaking electronic brokerages for traders, is getting into the predictions space. On this episode of the Odd Lots podcast, Founder and Chairman Thomas Peterffy joins Tracy Alloway and Joe Weisenthal to discuss why he believes prediction markets will be the next big thing

Bloomberg

22,029 görüntüleme • 4 ay önce