This week, Odd Lots examined the mechanics of scarcity and scale across markets and infrastructure. From commodity pricing that defies logic to the engineering challenges of building the world's largest computer chip, the episodes explored how complexity—whether in supply chains, macro risks, or construction—creates both opportunity and friction. The week also featured perspectives on navigating these systems as a contrarian, from short-sellers betting against consensus to architects questioning why the West has lost its capacity to build.
Episodes This Week
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Other Weeks
This Week in Odd Lots (May 11 - May 17, 2026)
5 episodes · May 11 – May 17
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3 episodes · May 4 – May 10
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6 episodes · Apr 13 – Apr 19
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6 episodes · Mar 23 – Mar 29