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Odd Lots
Weekly Podcast Recap

This Week in Odd Lots (Apr 27 - May 3, 2026)

Apr 27May 3, 20264 episodes3h 33m of content

This week, Odd Lots explored how markets and geopolitics are reshaping themselves in real time, from the structural shift toward private credit and the financial megatrends BlackRock sees ahead, to the strategic vulnerabilities exposed by Taiwan's dominance in semiconductor manufacturing. The episodes reveal a pattern of concentration—whether in capital flows, technological chokepoints, or even niche asset classes—that's forcing investors and policymakers to reckon with new kinds of systemic risk.

Episodes This Week

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