This week, Odd Lots examined how geopolitical upheaval is rippling through markets and economies far beyond the immediate conflict zone, with multiple episodes tracing the cascading effects of potential war with Iran on everything from Asian energy supplies to the dollar's role in global finance. The show also stepped back to explore structural shifts in financial markets—the growing role of private credit and the limitations of economic models when applied to artificial intelligence—suggesting that the week's coverage reflected both acute geopolitical shocks and longer-term questions about how markets and institutions adapt to change.
Episodes This Week
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