Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued
17 Nov 2025
Contributed by Lukas
Stocks are overpriced. Bonds are overpriced. And private assets are a powder keg. This is the view o...
Citi's Dirk Willer on How You Know When the Bubble Is Over
15 Nov 2025
Contributed by Lukas
According to Dirk Willer, the Global Head of Macro Strategy at Citigroup, we are definitely in bubbl...
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
14 Nov 2025
Contributed by Lukas
In recent weeks, there's been renewed anxiety about the sustainability of the AI boom. This is partl...
Cliff Asness on How Markets Got Dumber in the Last 10 Years
13 Nov 2025
Contributed by Lukas
The Odd Lots podcast has been around for 10 years. Unfortunately, markets have gotten less rational ...
Jerry Neumann on the Problem With Investing in AI Right Now
12 Nov 2025
Contributed by Lukas
AI has made a lot of people fabulously wealthy. But sorry, it's probably not going to be the thing t...
How Chinese Real Estate Became the Biggest Bubble in History
10 Nov 2025
Contributed by Lukas
Land is a weird asset. We need it to be affordable because everyone needs somewhere to live. But for...
The Viral Milk That Helped Set Off America's Protein Boom
08 Nov 2025
Contributed by Lukas
Protein seems to be everywhere these days, with brands from Starbucks to Pepsi jumping on the trend....
Lots More on the Worsening State of the US Labor Market
07 Nov 2025
Contributed by Lukas
If the government were open, we'd be getting a jobs report today. But as it is, we're in this blacko...
Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet
06 Nov 2025
Contributed by Lukas
The news business isn't a great one these days. At least for a lot of legacy outlets (newspapers, ca...
San Francisco's New Mayor on Homelessness, Unaffordability, and AI
03 Nov 2025
Contributed by Lukas
New York City is about to elect a new mayor, and whoever it is will have to address growing challeng...
How Hudson River Trading Actually Uses AI
31 Oct 2025
Contributed by Lukas
Unfortunately, it doesn't seem as though you can get great stock picks just by going to ChatGPT and ...
The Movement That Wants Us to Care About AI Model Welfare
30 Oct 2025
Contributed by Lukas
You hear a lot about AI safety, and this idea that sufficiently advanced AI could pose some kind of ...
Why It's Still So Expensive to Build Homes in America
27 Oct 2025
Contributed by Lukas
Everyone has an opinion on why housing is so expensive in America -- and to be fair, there are proba...
The Hidden Supply Chain Making Every Menu Feel Familiar
25 Oct 2025
Contributed by Lukas
If you go out to eat at a restaurant, whether it's a fast food chain or a Michelin-starred bistro, t...
Daniel Yergin on What Happened to the Energy Transition
24 Oct 2025
Contributed by Lukas
A few years ago, governments and corporations were brimming with optimism about the prospect of gett...
Why The World Started Hedging Its US Dollar Exposure
23 Oct 2025
Contributed by Lukas
Some economists expected that the dollar would strengthen when the tariffs were imposed. Instead, th...
Olli Rehn on the Big Competitiveness Challenge Facing Europe
22 Oct 2025
Contributed by Lukas
The 2010s saw economic weakness across Europe's periphery. Countries like Greece, Spain, Italy, and ...
Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability
20 Oct 2025
Contributed by Lukas
Gold has been surging. Risky assets (with a few minor hiccups) have also been surging. And yet, cent...
Introducing: The Mishal Husain Show
19 Oct 2025
Contributed by Lukas
Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's...
A Trip to Alaska With San Fran Fed President Mary Daly
17 Oct 2025
Contributed by Lukas
Earlier this year, we traveled along with San Francisco Fed President Mary Daly on a trip to Alaska....
Why the Trump Administration is Now Taking Equity Stakes in American Companies
16 Oct 2025
Contributed by Lukas
It's nothing new for the US government to use public money to support private American companies. Th...
Why Argentina Needs Bailout After Bailout After Bailout
15 Oct 2025
Contributed by Lukas
Argentina is getting bailed out again, with $40 billion of help from the Trump administration. Of co...
Andrew Ross Sorkin on the Stock Market Crash That Shattered America
13 Oct 2025
Contributed by Lukas
Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ulti...
John Ganz on the Era When America Was Consumed by Panic With Corporate Japan
10 Oct 2025
Contributed by Lukas
These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat Am...
Why the Price of Money Surged in the Last 6 Years
09 Oct 2025
Contributed by Lukas
What changed between 2019 and 2025? Why are interest rates so much higher? Why does it seem virtuall...
James Van Geelen on the Next Phase of the AI Buildout
06 Oct 2025
Contributed by Lukas
Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas...
Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money
03 Oct 2025
Contributed by Lukas
We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechani...
Terry Duffy on the CME's Big Push into Retail Trading
02 Oct 2025
Contributed by Lukas
CME Group is one of the oldest exchanges around, tracing it's history all the way back to the late 1...
Tarek Mansour on Kalshi's Plan to Create Markets in Everything
01 Oct 2025
Contributed by Lukas
For over 20 years, people have been talking about prediction markets or event markets are the next b...
The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil
29 Sep 2025
Contributed by Lukas
Don Wilson has built a career diving into some of trading’s thorniest problems, including figu...
Introducing IVF Disrupted: The Kindbody Story
28 Sep 2025
Contributed by Lukas
Kindbody, one of the largest fertility companies in the US, sought to disrupt egg freezing and IVF b...
Jack Morris on Finding the Next Big AI Breakthrough
26 Sep 2025
Contributed by Lukas
We know that the top-tier AI labs are spending unbelievable amounts of money on talent. But what are...
Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech
25 Sep 2025
Contributed by Lukas
There are two huge winning trades that people are looking at day after day. Gold keeps going up and ...
Jim Cramer on the Retail Trading Revolution
22 Sep 2025
Contributed by Lukas
In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fac...
Michael Froman on the New 'Polyamorous' Global Trading System
20 Sep 2025
Contributed by Lukas
When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the...
Henry Wang on China's Role in the New Emerging World Order
19 Sep 2025
Contributed by Lukas
There is a widespread view that China is a superpower of rising status, and that a new global order ...
Elon Musk's Pay Package and the Threat to the Delaware Corporation
18 Sep 2025
Contributed by Lukas
If you look at prospectuses and earnings documents for almost any company, you're going to see a Del...
The Cardboard Boxpocalypse and the State of the US Economy
15 Sep 2025
Contributed by Lukas
Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Produ...
Vaneer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now
13 Sep 2025
Contributed by Lukas
Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is ea...
Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US
12 Sep 2025
Contributed by Lukas
In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we spea...
What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy
11 Sep 2025
Contributed by Lukas
The recent parade in Beijing once again raised questions about the relative strengths of the US and ...
Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract
08 Sep 2025
Contributed by Lukas
One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom rig...
Everybody's Business: The Business of KPop Demon Hunters
07 Sep 2025
Contributed by Lukas
For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal j...
Lots More on the Big Problem With the Monthly Jobs Report
04 Sep 2025
Contributed by Lukas
We've been in a strange labor market for a while now. The unemployment rate is still nice and low at...
What's Behind the Boom in Buy Now Pay Later
04 Sep 2025
Contributed by Lukas
Buy Now Pay Later is everywhere nowadays. Companies like Affirm, Afterpay, and Klarna have brought i...
Dan Wang on China's Breakneck Economic Growth
01 Sep 2025
Contributed by Lukas
In the past couple of years, the world has fully awoken to the incredible economic and technological...
Big Take: Taylor Swift Wedding Predictions Are the Hottest New Trade
31 Aug 2025
Contributed by Lukas
Gamblers on prediction sites like Polymarket and Kalshi are already trying to cash in on Taylor Swif...
Emi Nakamura on Central Bank Credibility and the Taylor Rule
29 Aug 2025
Contributed by Lukas
The post-Covid inflation will prove to be a treasure trove for academic economists, as they study wh...
Liz Truss on the 'Doom Loop' Engulfing the UK Economy
28 Aug 2025
Contributed by Lukas
These days, everyone is talking about high interest rates across the rich, developed world, while wa...
Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook
26 Aug 2025
Contributed by Lukas
Criticism and threats to Federal Reserve independence have been building for some time in this admin...
Adam Posen on a Surreal Jackson Hole in a Post-American World
26 Aug 2025
Contributed by Lukas
The annual Jackson Hole symposium is, formally speaking, an academic conference. Economists and cent...
Tom Barkin on Why Central Banking Is on Hard Mode Now
25 Aug 2025
Contributed by Lukas
According to Richmond Federal Reserve Bank President Tom Barkin, much of the time central banking is...
Why Austan Goolsbee Is Still Concerned About Inflation
23 Aug 2025
Contributed by Lukas
Chicago Fed President Austan Goolsbee is still more concerned about the inflation side of the Fed's ...
Lots More on What Just Happened With the Fed at Jackson Hole
22 Aug 2025
Contributed by Lukas
We're still at the Kansas City Federal Reserve Bank's annual economic symposium in Jackson Hole, whe...
Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole
21 Aug 2025
Contributed by Lukas
It's Jackson Hole time again, when the most prominent minds in monetary policy meet in an idyllic Wy...
This Is What Happens When a Startup Dies
20 Aug 2025
Contributed by Lukas
You always hear about startup exits. Big acquisitions. Big IPOs. But of course this isn’t the ...
Lessons From the One Sovereign Wealth Fund in the United States
18 Aug 2025
Contributed by Lukas
President Trump and others have talked about the idea of the US having a Sovereign Wealth Fund, a la...
Housing Is a Problem Even in a State With Declining Population
16 Aug 2025
Contributed by Lukas
You can kind of understand why it's so hard to build housing in New York City. There isn't much avai...
Lots More With Skanda Amarnath on This Moment in Macro
15 Aug 2025
Contributed by Lukas
Right now, you could make a good argument that inflation is still too hot, and that with the stock m...
The Investors Who Think Hazelnuts Will Be the Next Pistachios
14 Aug 2025
Contributed by Lukas
We're in an age where shocks can occur on both the supply side and the demand side. On the supply si...
How to Move Freight Across the Icy Roads of Alaska
13 Aug 2025
Contributed by Lukas
We're interested in trucking here at Odd Lots. It's one of those industries that can tell us a lot a...
What an Alaskan Furniture Company Tells Us About Tariffs
11 Aug 2025
Contributed by Lukas
Alaska is no stranger to supply chain issues and a higher cost of living. Almost everything has to b...
Mary Daly on Why Alaska Is a Leading Indicator for the US Economy
08 Aug 2025
Contributed by Lukas
Alaska is one of the states in the Federal Reserve's 12th District, which is headquartered in San Fr...
Joseph Torigian on Xi Zhongxun and Elite Chinese Communist Party Politics
07 Aug 2025
Contributed by Lukas
The Chinese Communist Party is probably one of the most difficult entities in the world to grasp due...
Bill Beach on How Trump Just Politicized US Economic Data
04 Aug 2025
Contributed by Lukas
Late last week, Donald Trump shocked Wall Street by firing Erika McEntarfer, the head of the Bureau ...
The AI Industry Is Becoming Like Professional Sports
04 Aug 2025
Contributed by Lukas
When it comes to tech startups, you often hear about VCs making a ton of money, or founders experien...
How to Make Money Selling Pizza in New York City
02 Aug 2025
Contributed by Lukas
Everybody knows that New York City has a ton of pizzerias. And yet, new ones are opening up all the ...
What an LA Bakery Says About the Economy Right Now
01 Aug 2025
Contributed by Lukas
Bakeries are great microcosms of the economy. There's lots of labor involved. You need commodities l...
Circle's CEO on the Booming Business of Stablecoins
31 Jul 2025
Contributed by Lukas
Stablecoins are emerging as one of the most active areas of cryptocurrencies. The idea of using bloc...
This Is How Chinese Manufacturers Are Countering Trump's Trade War
28 Jul 2025
Contributed by Lukas
President Trump has announced tariffs on basically every trading partner. However there is a real se...
How a Trade War With China Could Become a Hot War
26 Jul 2025
Contributed by Lukas
Tension between the US and China has been building for some time. But so far this has been limited t...
What 300 Years of Firewood Prices Say About the Economy
25 Jul 2025
Contributed by Lukas
Today, the cost of energy — things like electricity, or gas, or heating oil — is conside...
How to Prepare for a Post-Dollar World with Inigo Fraser Jenkins
24 Jul 2025
Contributed by Lukas
People talk all the time about the potential for huge turning points in history. And they've been ta...
The NYC Landlords Most Worried About Zohran Mamdani
21 Jul 2025
Contributed by Lukas
Probably the most controversial proposal from New York City Democratic mayoral nominee Zohran Mamdan...
Why the Damage to Fed Independence May Have Already Been Done
19 Jul 2025
Contributed by Lukas
There’s a long history of US presidents putting pressure on the Federal Reserve to lower inter...
Mayor Eric Adams on the Future of New York City
18 Jul 2025
Contributed by Lukas
Incumbent NYC Mayor Eric Adams didn't run in the Democratic primary. But he'll be on the ballot in N...
What AI Is Already Doing to the Legal Industry
17 Jul 2025
Contributed by Lukas
If there's one thing that lawyers do a lot of, it's spending a prodigious number of hours going thro...
Why US Banks Are Trying to Turn Themselves Into Super Apps
14 Jul 2025
Contributed by Lukas
Rohit Chopra is a former director of the Consumer Financial Protection Bureau, which was created in ...
What NYC's Most Powerful CEOs Think About Zohran Mamdani
11 Jul 2025
Contributed by Lukas
When socialist candidate Zohran Mamdani won the Democratic party's nomination for NYC mayor, top bus...
How a Geopolitical Analyst Predicts the Outcome of War
10 Jul 2025
Contributed by Lukas
For investors, geopolitical risks are always lurking as a factor that could upend trades for obvious...
How You Get and Actually Keep a Job at a Multi-Strat Hedge Fund
07 Jul 2025
Contributed by Lukas
Multi-strategy hedge funds, composed of lots of individual portfolio managers, have seen assets unde...
Emily Sundberg on How Nobody Is Coming to Save Gen Z
05 Jul 2025
Contributed by Lukas
What do young professionals in New York City actually think about money and capitalism? According to...
Nassim Taleb on Living a Good Life in an Age of Volatility
04 Jul 2025
Contributed by Lukas
Every day we're inundated with headlines that are seemingly unbelievable. Multiple major wars are on...
Charlie McElligott on How Long the Stock Market Rally Can Go
03 Jul 2025
Contributed by Lukas
Stocks plunged after the April 2 "Liberation Day," in one of the worst drawdowns in the market's his...
The Greatest Ever Panel on the World's Most Important Market
02 Jul 2025
Contributed by Lukas
Okay, that's quite a title but we think it's justified! In this special episode — recorded liv...
Robinhood's CEO on the Plan to Tokenize Everything
01 Jul 2025
Contributed by Lukas
Robinhood, the company known for first introducing commission-free trading, has now become a behemot...
Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'
30 Jun 2025
Contributed by Lukas
For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buyin...
The Biotech Start-Up Making Vaccines for Bees and Shrimp
28 Jun 2025
Contributed by Lukas
Think of a biotech company and most people will think of a business trying to come up with cures and...
Lots More on What's Going On in Iran's Markets
27 Jun 2025
Contributed by Lukas
Iran is a huge country with a sizable stock market. And yet, years of sanctions and other restrictio...
The Company That Wants To Bring Back Supersonic Jet Travel
26 Jun 2025
Contributed by Lukas
We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a...
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor (Rerelease)
25 Jun 2025
Contributed by Lukas
Today's episode is a re-run of our interview from last month with Queens assemblyman Zohran Mamdani....
The Chinese Chip Giant That Could Be Nvidia's Biggest Threat
23 Jun 2025
Contributed by Lukas
Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for...
Targeting Type 1 Diabetes (Sponsored Content)
22 Jun 2025
Contributed by Lukas
Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives ...
Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds
21 Jun 2025
Contributed by Lukas
Quantitative investing is one of those terms that you hear all the time, but there's various explana...
Zichen Wang's Exit Interview From America
20 Jun 2025
Contributed by Lukas
Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and a...
Gillian Tett on Complex Derivatives and the Fifth Stage of Capitalism
19 Jun 2025
Contributed by Lukas
After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into d...
Jim Egan on the Mortgage Gap That's Dividing America
16 Jun 2025
Contributed by Lukas
Somehow, the American consumer remains quite strong. Despite higher interest rates, tariffs, general...
The Big Gulf AI Deal That's Divided the White House
14 Jun 2025
Contributed by Lukas
Back in May, President Trump announced this big plan whereby American tech giants would participate ...
Trump Economic Advisor, Stephen Miran, on Tariffs and Tax Cuts
13 Jun 2025
Contributed by Lukas
The Trump administration seems to have a lot of big ideas about reshaping America, including its eco...
Ricardo Hausmann on What it Takes to Win a Trade War
12 Jun 2025
Contributed by Lukas
The focus of Trump's trade policies is clearly China. There are tariffs on everyone, of course, but ...