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Joe Weisenthal

Mentioned in 29 analyzed podcast episodes across 6 shows

Co-host of the Bloomberg podcast *Odd Lots*, where he conducts interviews and discusses topics spanning financial markets, technology, policy, and business. Weisenthal engages substantively with guests on complex subjects including AI valuation, tariffs, insurance economics, and market dynamics, while occasionally sharing personal anecdotes related to episode topics.

Episode Appearances

TBPN

TBPN · Jun 2, 2026

Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN

Reported on whey protein price increases and SpaceX employee wealth management coordination

Google $80B equity fundraise strategyAI infrastructure capital requirementsBerkshire Hathaway housing market investment
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Odd Lots

Odd Lots · May 15, 2026

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Co-host of Odd Lots podcast; discusses AI earnings potential and market valuation concerns

Fiscal Dominance and Debt MonetizationDouble-Digit Inflation OutlookCorporate Margin Compression Risk
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Odd Lots

Odd Lots · May 13, 2026

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

Co-host of Odd Lots podcast; asks technical and economic questions about cable infrastructure

Undersea fiber optic cable infrastructure and technologyInternet physical infrastructure and digital dependencyTech company dominance in cable ownership and financing
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Odd Lots

Odd Lots · May 11, 2026

The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks

Co-host of Odd Lots podcast conducting interview with Megan Greene

Bank of England Monetary Policy Committee Structure and DissentSupply-Side Shocks vs Demand-Side EconomicsInflation Expectations and Second-Round Effects
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Odd Lots

Odd Lots · May 7, 2026

How an American City Can Become a Manufacturing Hub

Co-host conducting interview about manufacturing and urban economic development

Urban Manufacturing StrategyZoning Code ReformFederal Industrial Policy
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Channels with Peter Kafka

Channels with Peter Kafka · May 6, 2026

The Internet’s Let-It-Rip Era, With The Atlantic's Charlie Warzel

Example of creator empowerment within legacy media through Odd Lots podcast

Meme stocks and narrative-driven marketsAI-generated content and internet slopTwitter/X platform transformation and survival
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Odd Lots

Odd Lots · May 4, 2026

How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis

Co-host of Odd Lots podcast conducting interview from Madrid at Bloomberg City Lab conference

Vacant Housing Crisis ManagementTax Increment Financing (TIF) for Affordable HousingData-Driven Violence Prevention Strategy
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Odd Lots

Odd Lots · Apr 30, 2026

BlackRock's Rob Goldstein on the Next Megatrends in Finance

Co-host of Odd Lots podcast; discussed AI coding tools, token consumption, and public-private market convergence.

AI Integration in Enterprise FinanceAladdin Platform Architecture and MoatsPrivate Markets Transparency and Tokenization
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Odd Lots

Odd Lots · Apr 27, 2026

What's Actually Going On With Private Credit

Co-host of Odd Lots podcast; explored structural differences between private credit and private equity fund mechanics

Private Credit Market Structure and GrowthPost-2008 Banking Regulation and Capital RequirementsLeverage Multiples and Underwriting Standards
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Odd Lots

Odd Lots · Apr 25, 2026

Understanding the Most Viral Chart in Artificial Intelligence

Co-host of Odd Lots podcast conducting interview about AI capability measurement

AI Capability Measurement and Time Horizon ChartsAI Safety and Existential Risk AssessmentFrontier AI Model Benchmarking Methodology
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Odd Lots

Odd Lots · Apr 24, 2026

James Bosworth on the "Orange Wave" Happening Across Latin America

Co-host of Odd Lots podcast conducting interview on Latin American political trends

Venezuela regime change and Delcy Rodriguez alignment with Trump administrationLatin American political pendulum and ideological shiftsSecurity populism and Bukele's El Salvador model replication
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Odd Lots

Odd Lots · Apr 23, 2026

Google's Liz Reid on Who Will Own Search in a World of AI

Co-host of Odd Lots podcast conducting interview with Liz Reid about AI and search

AI Overviews and their impact on click-through ratesSearch monetization in the age of generative AIQuery expansion and user engagement metrics
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Odd Lots

Odd Lots · Apr 22, 2026

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Co-host of Odd Lots podcast discussing energy security, AI infrastructure, and market dynamics

Strait of Hormuz Closure and Supply ShockIran-US Conflict and Energy MarketsDrone Technology in Geopolitical Conflict
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Odd Lots

Odd Lots · Apr 13, 2026

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Co-host of Odd Lots podcast

Iran-Israel conflict impact on Gulf regionUS security umbrella credibility and limitationsSaudi Arabia oil export routes and Red Sea pipeline strategy
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Odd Lots

Odd Lots · Apr 11, 2026

The Big Macro Force That's Been Driving Stocks Higher for Years

Co-host of Odd Lots podcast conducting interview on stock valuations and macroeconomic drivers

Stock Market Valuation MetricsFree Cash Flow AnalysisLabor Share of Income Decline
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Odd Lots

Odd Lots · Apr 1, 2026

Javier Blas on Why Oil Could Go Much, Much Higher

Co-host of Odd Lots podcast discussing energy crisis implications and market disconnects

Strait of Hormuz Closure RiskCrude Oil vs Refined Products Pricing DisconnectStrategic Petroleum Reserve Depletion
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Animal Spirits Podcast

Animal Spirits Podcast · Apr 1, 2026

Home Buyer's Remorse (EP. 458)

Tweeted about lack of 2% down days during recent market volatility

Market Correction vs. Recession SignalsTech Sector Valuation Compression and AI CapexWealth Inequality and Political Backlash
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TBPN

TBPN · Mar 9, 2026

Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN

Financial commentator joking about oil prices retreating from overnight highs

Strait of Hormuz Oil CrisisAI Infrastructure Energy DependenciesFederal Reserve Monetary Policy
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Odd Lots

Odd Lots · Mar 2, 2026

How the Speed of a Trade Got Down to Nearly the Speed of Light

Co-host of Odd Lots podcast conducting the interview with McKenzie

High-Frequency Trading Market StructureElectronic Communications Networks (ECNs) and Exchange EvolutionMarket-Making vs. Liquidity-Taking Strategies
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Odd Lots

Odd Lots · Feb 28, 2026

James van Geelen on His Viral AI Doom Scenario

Odd Lots co-host discussing AI valuation challenges, enterprise software disruption, and policy response gaps

AI Capability Acceleration and Exponential Improvement CurvesWhite-Collar Job Displacement and Labor Market DisruptionEnterprise Software Valuation and Pricing Power Erosion
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Odd Lots

Odd Lots · Feb 27, 2026

The Scramble Is On for Businesses to Get Their Tariff Refund Checks

Co-host of Odd Lots podcast; discussed personal experience paying tariffs directly to postal service and explored tariff refund implications

Tariff Refund Mechanics and TimelinesCourt of International Trade ProceduresSecondary Market for Tariff Claims
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Odd Lots

Odd Lots · Feb 26, 2026

How Insurance Costs Make NYC Construction So Expensive

Co-host of Odd Lots podcast conducting interviews and analysis

Scaffold Law and Absolute Liability ReformConstruction Insurance Market Collapse in New YorkProject Delay Costs and Indirect Overhead
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Odd Lots

Odd Lots · Feb 23, 2026

Alison Roman's Plan to Conquer the Tomato Sauce Market

Referenced as co-host; mentions personal experience making Roman's broccoli cheddar soup recipe

Recipe Scaling and Quality ControlCPG Distribution StrategyD2C vs. Retail Business Models
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Odd Lots

Odd Lots · Feb 21, 2026

Jamee Moudud on the Intellectual Roots of Zohranomics

Co-host of Odd Lots podcast conducting interview with Moudud

Neoclassical vs. Classical Political EconomyIntellectual History of Economic ThoughtPost-WWII Mathematization of Economics
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Odd Lots

Odd Lots · Feb 16, 2026

Ray Wang on How AI Is Causing DRAM Prices to Surge

Odd Lots co-host conducting interview; discussed AI crowding out effect and personal AI usage

DRAM and HBM Memory ShortageAI Infrastructure Capital ExpenditureSemiconductor Supply Chain Constraints
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 28, 2026

The AI Acceleration Gap

AI Acceleration GapOpenAI Town Hall AnalysisGPT-5 Performance Issues
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TBPN

TBPN · Jan 24, 2026

China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN

China import strategy and trade deficitsChinese manufacturing acquisitionsTikTok divestiture and joint venture structure
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TBPN

TBPN · Jan 22, 2026

Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov

Capital One Brex AcquisitionDavos 2026 Tech HighlightsAI Enterprise Adoption
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The Vergecast

The Vergecast · Dec 16, 2025

Everything is gambling now

Bloomberg reporter and Odd Lots podcast host who explains prediction markets, their history, and regulatory challenges

Prediction Markets and Outcome-Based BettingRegulatory Classification of Trading vs. GamblingModel Context Protocol (MCP) and AI Infrastructure
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