Joe Weisenthal
Cohost of The Odd Lots Podcast
Singer and guitarist in Light Sweet Crude
- Reposted by Joe WeisenthalE M E R G E N C Y P I S O D E
- 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...
- 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...
- Reposted by Joe WeisenthalGeographically 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.
- 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...
- 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...
- Reposted by Joe WeisenthalVery 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...
- 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...
- Reposted by Joe WeisenthalThis 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...
- This could be a dream job for one of you. bloomberg.avature.net/careers/JobD...
- Reposted by Joe WeisenthalI 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
- Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
- I had a really fun time talking about prediction markets with David Pierce on The Vergecast www.youtube.com/watch?v=GDqM...
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- Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
- This was such a blast!
- It's the crossover you didn't even know you NEEDED - our friends @weisenthal.bsky.social and @tracyalloway.bsky.social of the Odd Lots podcast on today's new TCAF YouTube: www.youtube.com/watch?v=UhpU... Spotify: open.spotify.com/episode/2pXl... Apple: podcasts.apple.com/us/podcast/i...
- Reposted by Joe WeisenthalI 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.
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- What a chart for silver
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- NEW ODD LOTS: We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years. podcasts.apple.com/us/podcast/t...
- *US NOV. CONSUMER CONFIDENCE 88.7; EST. 93.3
- Ongoing demolition in Bitcoin
- MONETARY MALPRACTICE A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates. You can read the full thing here www.bloomberg.com/news/newslet...
- Reposted by Joe Weisenthalbaby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers thanks @bloomberg.com @weisenthal.bsky.social
- THE POLITICS OF AI ARE ABOUT TO EXPLODE We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
- Stocks are getting killed here
- Here's a classic one. Anthropic is going to spend $30 billion on Azure. And with the deal, both Microsoft and Nvidia are both investing in Anthropic
- In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago Sub to the newsletter here: www.bloomberg.com/account/news...
- Reposted by Joe WeisenthalNo one leaving New York City because of Mamdani, say two top real estate CEOs
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- Great playlist of instrumental country from Marissa
- I can't write while listening to songs with lyrics so today's Don't Rock the Inbox subscriber playlist is instrumental country and roots tunes! www.dontrocktheinbox.com/put-a-record...
- NEW ODD LOTS: Why AI is like every bubble in history rolled into one We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
- Reposted by Joe WeisenthalEvery country used pep pills! There were so many amphetamines swirling around the Allies that college students in the 1940s regularly took them when cramming for exams
- *RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO
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- We've been doing Odd Lots for 10 years. And in that time they've gotten stupider. On the new episode, we speak with the legend Cliff Asness about why he believes that markets keep getting less and less efficient. open.spotify.com/episode/64XN...
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- yeah I've always just assumed it's pronounced like the French flag
- The worsening state of the US labor market. We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report. Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...
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- Reposted by Joe WeisenthalThis is exactly the kind of stuff that AI *should* be good at. From mortgage originator Rocket (RKT).
- Reposted by Joe Weisenthal@weisenthal.bsky.social I noticed that in all video Odd Lots, you are the one feeling unease taking to the camera for the outro in the end~ while @tracyalloway.bsky.social is very comfortable like a pro youtuber~~ haha
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- Tremendous historical work from Nathan here. You should subscribe to Notes on the Crises.
- NEW PIECE: I finally unveil the deep segregationist Georgia relationships of Fed Chair Bill Martin I dug up over the course of researching my (now set aside) book on the Federal Reserve: Picking Losers. Its a labyrinthine story so grab a coffee & Subscribe www.crisesnotes.com/bombshell-19...
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- Reposted by Joe WeisenthalThe greedy, gluttonous holiday is the perfect one for a nation of unserious and slow adults.
- I didn’t always like having to visit older relatives when I was a kid. But now that I’m olde, I’m deeply appreciative that my parents made me do that. These non-Halloween holidays serve a deep purpose in maintaining some semblance of society.
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- Glad to have a safe haven like Bluesky sometimes. Have been getting harassed non-stop by bullies on Twitter for suggesting that so-called "adults" should grow up, and stop celebrating Halloween for two weeks straight.
- NEW ODD LOTS: We talked to the legend @andrewrsorkin.bsky.social about the great stock market crash of 1929 podcasts.apple.com/us/podcast/o...
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- If you're in NYC, our band is playing a show on 10/18 at Nightclub 101. If you like the Lower East Side-style country, the get your tickets here and don't miss out. www.ticketweb.com/event/light-...
- Reposted by Joe WeisenthalThese four stocks currently have a combined market cap slightly larger than General Motors!
- Reposted by Joe WeisenthalAbsolute madness.
- Reposted by Joe WeisenthalGood background here from @tracyalloway.bsky.social and @weisenthal.bsky.social about why tech and AI companies are backing away from net zero commitments: there is no way to build Machine God quickly without natural gas. podcasts.apple.com/us/podcast/j...
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- Argentine peso getting hammered again today. Getting close to its recent lows.
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- NEW ODD LOTS: It's the legend Jim Cramer We talk to the Mad Money host about his career, the retail stock trading revolution, the time he was a Trotskyite and led a wildcat strike, and much more. podcasts.apple.com/us/podcast/j...
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- NEW ODD LOTS: We talked to Henry Wang, the Founder and President of the Center for China and Globalization, about how China sees itself in the new emerging world order. podcasts.apple.com/us/podcast/h...
- Reposted by Joe Weisenthalhey that's me
- NEW ODD LOTS: The future of the Delaware Corporation. We talked about Elon Musk's move to Texas, and whether more companies, boards, startups, etc. will think about incorporating somewhere else besides Delaware. Fascinating chat with CU Law Professor Ann Lipton podcasts.apple.com/us/podcast/e...
- NEW ODD LOTS: The future of the Delaware Corporation. We talked about Elon Musk's move to Texas, and whether more companies, boards, startups, etc. will think about incorporating somewhere else besides Delaware. Fascinating chat with CU Law Professor Ann Lipton podcasts.apple.com/us/podcast/e...
- Reposted by Joe Weisenthal“To what degree is spending sustained because there is some upper tranche of consumers sitting on huge financial market gains ..? To what degree does the US economy literally need the stock market to go up in order to keep growing?” - @weisenthal.bsky.social
- In today's Odd Lots newsletter I wrote about the Thick Rich Sub here: www.bloomberg.com/account/news...
- Key chart www.bloomberg.com/news/article...
- On CNBC... *UNITED CEO: DEMAND SHOWS ECONOMY BETTER THAN STATS INDICATE
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- Reposted by Joe WeisenthalOMG, merely looking at the cover pic, you know you need to watch the Youtube version here
- New Odd Lots on the cardboard boxpocalypse podcasts.apple.com/us/podcast/t...
- The BLS is hiring 25 people to collect prices for the CPI report
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- Reposted by Joe WeisenthalEverything you always wanted to know about cardboard boxes! So fun @tracyalloway.bsky.social @weisenthal.bsky.social podcasts.apple.com/us/podcast/o...
- New Odd Lots on the cardboard boxpocalypse podcasts.apple.com/us/podcast/t...
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- Reposted by Joe Weisenthal1/ In a recent article, @conorsen.bsky.social suggested once the pool of unemployed gets big enough, managers will start ramping up layoffs. In the two relevant recessions for which we have JOLTS data, the relevant threshold (to the degree one exists) was around 5%. cc @weisenthal.bsky.social
- If you're in Chicago, we're doing a LIVE Odd Lots on 9/25. Get your tickets here. events.bloomberglive.com/event/9d5b2d...
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- We lost jobs in June for the first time since Covid
- The U.S. has lost 78k manufacturing jobs this year
- Reposted by Joe WeisenthalI started listening to Odd Lots because it felt imprudent to get most of my financial markets info from dirtbag sources like TrueAnon and now @weisenthal.bsky.social is popping up on TrueAnon and I don’t know what to think.
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- Reposted by Joe Weisenthalnot totally related, but i reallyy appreciate the full length video for. this interview youtu.be/VaNy4J4cju8?...
- In today's newsletter, I wrote about talking Dan Wang today vs. 2018 and where the discourse might go next
- Reposted by Joe WeisenthalIt is annoying for me because I don't actually believe in Central Bank independence, and she makes the worst case against it possible
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