Odd Lots Transcripts

The Tungsten Market Is Warning of an Upcoming War

Why Private Credit Got Entangled With Insurance

How the Iranian Economy Actually Works

Branko Milanovic on What Comes After Globalization

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

How Franchise Restaurants Opened the Door to the Gig Economy

Why Apple Is Heading Into a Pivotal Moment

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

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Why Soccer Analytics Works Like Volatility Arbitrage Trading

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

Why AI Might Actually Create More Work for Lawyers

The Korean Levered ETFs Shaking Markets All Around the World

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

These Are the Sharps Actually Making Money on Prediction Markets

How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

What Dan Wang Saw on His Last Trip to China

Baidu's CFO on How It Became a Full-Stack AI Player

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

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

How the 1994 World Cup Transformed the Business of Football Forever

Grace Shao on What the World Should Know About Chinese AI

How Substack Creators Are Covering This Strange Markets Era

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

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

The Iran War’s Lasting Scars Across Asia

Carmen Li's Plan to Build a Futures Market for Compute

Anjney Midha's Plan to Radically Lower the Price of Compute

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

Why Tomatoes Are the Most Expensive They've Been in Four Decades

How CoreWeave Sees the Market for Compute Right Now

Why Susquehanna Is Building a Prediction Markets Business

Inside Hudson River Trading's Blistering Token Burn

Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI

The Hidden Plumbing of Commodity Finance

How the Invention of Rope Gave Us Modern Civilization

Gita Gopinath on Why Interest Rates Have Surged All Around the World

Brendan Greeley on the Real 500-Year History of the Dollar

What It Takes to Run One of London's Most Popular Pubs

Architect Norman Foster on Why the West Struggles to Build Big

'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller

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

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

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

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

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

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

Mariana Mazzucato Thinks We Need More Moonshots

How an American City Can Become a Manufacturing Hub

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

Inside the Booming Market for Dinosaur Fossils

How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

BlackRock's Rob Goldstein on the Next Megatrends in Finance

What's Actually Going On With Private Credit

Presenting Foundering Season 6: The Killing of Bob Lee, Part 1

Understanding the Most Viral Chart in Artificial Intelligence

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

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

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

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Alex Imas on Why Economists Might Be Getting AI Wrong

Planet Money Turned Everyday Annoyances Into an Economics Book

Brad Setser on the War in Iran and the Future of the US Dollar

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

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

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

How Shipping Insurance Really Works During a War

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Search Engine Presents: Are you a good driver?

Gina Raimondo on How European Industry Is Getting Crushed

Scott Bok Explains What Investment Bankers Actually Do All Day

This Is How to Tell if Writing Was Made by AI

Javier Blas on Why Oil Could Go Much, Much Higher

Why NASA Hired a Chief Economist

Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

Anthropic, the Pentagon, and the Future of Autonomous Weapons

Now There's a Helium Shortage and It Affects More Than Balloons

This Is How Big Money Is Trading the War in Iran

The Petrochemicals Shock That's Already Rippling Through Plastics

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

Introducing: Leaders with Francine Lacqua

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

How War in Iran Will Squeeze America's Farmers Even Further

War in Iran Is Redrawing the Map for Natural Gas

War in Iran is Chewing Through American Missile Stockpiles

What War in Iran Means for China's Teapot Oil Refineries

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

War in Iran Is Creating a Fertilizer Crisis Like Never Before

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

Lots More on the Seaborne Chaos Around the Strait of Hormuz

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

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

James van Geelen on His Viral AI Doom Scenario

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

How Insurance Costs Make NYC Construction So Expensive

Alison Roman's Plan to Conquer the Tomato Sauce Market

Jamee Moudud on the Intellectual Roots of Zohranomics

A16Z's David George on How Private and Public Markets Fused Into One

Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"

Ray Wang on How AI Is Causing DRAM Prices to Surge

The Sixth Bureau, Episode 1: Your Friend From Nanjing

Why Adam Posen Thinks Inflation Will Surge Back to 4%

New CFTC Chairman Michael Selig on How to Regulate Prediction Markets

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

Lots More With Charlie McElligott on This Week's SaaSpocalypse

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

This Is How The US Can Become a Player in Rare Earth Metals

The Surprising Similarity Between the US and Chinese Internets

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Lots More With Skanda Amarnath on the Risks of Kevin Warsh

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

What It's Like to Do Big Ag Business in Venezuela and Ukraine

What It Takes to Build One of the World's Biggest Banks

Blackstone's Michael Zawadzki on How Private Credit Got so Big

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

Why the Tech World Is Going Crazy for Claude Code

Lots More on the Protests and Financial Crisis in Iran

How to Make Money From the Booming Demand for Energy

The Fight Over Fed Independence Just Got Taken To a Whole New Level

Cullen Roche on the Art of Building a Perfect Portfolio

Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine

Here's What Could Happen to Venezuela's Messy $170 Billion of Debt

This Is What Maduro's Arrest Means for the Oil Market

The Business of Butterworth's, the Hottest New Restaurant in Washington DC

Tracy and Joe Answer All Your Questions

Goldman's Hatzius and Snider on the Outlook for 2026

Merryn Talks Money: John Law, The Gambler Who Invented Modern Money (Part 1)

Scott Kupor's New Plan to Bring Tech Workers Into the Federal Government

This Is What It Takes to Get a Data Center Financed

Dan Ivascyn Is Excited About a New Era in Fixed Income

How Microsoft Excel Conquered Corporate America

Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works

AI Can Tell Us Something About Credit Market Weakness

Travis Kavulla Explains Why Electric Bills Shot Up

This Is Why Credit Card Interest Rates Are So High

Graham Allison on the Risks of a US-China War

Ray Dalio on the Five Forces That Make This a Historical Moment

Risky Business Preview

Why America's Cattle Ranchers Keep Getting Squeezed