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Podcasts · Investing

Odd Lots

882 episodes · 20 with AI analysis

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

AI Intelligence · across all analyzed episodes

People · top 20

Companies · top 20

Topics · top 10

Wafer-scale chip architecture and manufacturingAI inference economics and token pricingGPU vs. alternative chip architectures for AIMemory bandwidth bottlenecks in AI inferenceOpen-source vs. closed-source AI model economicsData center capacity constraints and real estateCUDA software ecosystem and competitive moatsTSMC manufacturing capacity and supply chainExport controls and national security in semiconductorsFinancial instruments for compute capacity hedging

Analyzed Episodes

May 21, 2026

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Wafer-scale chip architecture and manufacturingAI inference economics and token pricingGPU vs. alternative chip architectures for AI

May 4, 2026

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

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

May 7, 2026

How an American City Can Become a Manufacturing Hub

Urban Manufacturing StrategyZoning Code ReformFederal Industrial Policy

May 11, 2026

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

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

May 15, 2026

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

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

May 14, 2026

Martin Wolf on the 'Terrifying' Superpower That the US Wields

Iran Conflict and Oil Market DisruptionUS-Europe Strategic DecouplingTrump Administration Incoherence and Executive Power

May 13, 2026

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

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

Apr 30, 2026

BlackRock's Rob Goldstein on the Next Megatrends in Finance

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

Apr 27, 2026

What's Actually Going On With Private Credit

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

Apr 25, 2026

Understanding the Most Viral Chart in Artificial Intelligence

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

Apr 24, 2026

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

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

Apr 23, 2026

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

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

Apr 22, 2026

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

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

Apr 15, 2026

War in Iran Is Already Reshaping East Asia's Energy Future

Strait of Hormuz Closure and Oil Supply DisruptionAsian LNG Import Dependency and Price VolatilityEast Asian Refinery Margins and Operating Economics

Apr 13, 2026

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

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

Apr 11, 2026

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

Stock Market Valuation MetricsFree Cash Flow AnalysisLabor Share of Income Decline

Apr 10, 2026

How Shipping Insurance Really Works During a War

Protection & Indemnity (P&I) Insurance ClubsMaritime Liability InsuranceWar Risk Insurance Pricing

Apr 8, 2026

Search Engine Presents: Are you a good driver?

Autonomous Vehicle Safety Data and MethodologyMachine Learning and Neural Network Scaling EffectsDARPA Grand Challenge and Early Robotics Competition

Apr 1, 2026

Javier Blas on Why Oil Could Go Much, Much Higher

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

Mar 2, 2026

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

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