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Joe Weisenthal
Joe Weisenthal
@weisenthal.bsky.social
Cohost of The Odd Lots Podcast Singer and guitarist in Light Sweet Crude
63.1K followers779 following1.3K posts
Great piece from Nathan!
NEW @crisesnotes.bsky.social PIECE: In this piece I critique a recent piece from @edzitron.com comparing the AI(LLM) boom to the "Subprime" Mortgage Crisis (and implicitly the GFC of 2007-2009). The ? is:"How big of a macrofinancial threat is the AI(LLM) Boom?" www.crisesnotes.com/sigh-no-ed-z...
Joe Weisenthal reposted
There are still a handful of tickets for our LIVE Odd Lots show in London on May 7th. Full list of guests will be announced shortly, but I heard a rumor that @lorcanrk.bsky.social will be making an appearance, so get one of the remaining tickets right now. events.bloombergevents.com/event/Odd_Lo...
Joe Weisenthal reposted
Joe Weisenthal reposted
This @tracyalloway.bsky.social @weisenthal.bsky.social interviewing @ziaddaoud.bsky.social is a fantastic episode 👍 Beyond ME, interesting to see how Asia reacting longer term, i.e., strategically podcasts.apple.com/us/podcast/o...
HELLO LONDON FRIENDS: We're doing our first ever live Odd Lots in London on May 7. We have some great guests TBA in the days ahead, but tickets are already selling, so you should get yours here right now. events.bloombergevents.com/event/Odd_Lo...
Joe Weisenthal reposted
Joe Weisenthal reposted
one silver lining is that we keep getting great pods from @weisenthal.bsky.social and @tracyalloway.bsky.social this time with @gbrew24.bsky.social discussing why the US can’t easily find an off-ramp
@roryjohnston.bsky.social talks with @weisenthal.bsky.social and @tracyalloway.bsky.social about a certain sea passage
NEW ODD LOTS: Trump has walked into a "strategic trap" by going to war in Iran, and the energy fallout will be immense. Our chat with the great @gbrew24.bsky.social out now podcasts.apple.com/us/podcast/g...
Bob is the best. Oil is getting all the attention right now, but the nat gas story may be the bigger one of our time for reasons going way beyond the events of the last few weeks.
this @tracyalloway.bsky.social @weisenthal.bsky.social talk to Bob Brackett is fantastic podcasts.apple.com/us/podcast/o...
Joe Weisenthal reposted
Joe Weisenthal reposted
Joe Weisenthal reposted
this @tracyalloway.bsky.social @weisenthal.bsky.social Odd Lots piece with @heidirediker.bsky.social is fantastic Interesting that Tracy mentioned about their Dan Wang interview, necessity & central planning have some advantages. Biogas is another anecdote podcasts.apple.com/us/podcast/o...
I wrote about the crypto crash and why this is the worst crypto winter in the industry's history. Sub to the Odd Lots newsletter here www.bloomberg.com/account/news...
THE FED FIGHT HITS A WHOLE NEW LEVEL Special Odd Lots out now with @levmenand.bsky.social about the potential criminal prosecution of Jerome Powell open.spotify.com/episode/1jZH...
Joe Weisenthal reposted
Geographically attractive rather than immediately economically attractive for oil companies is the broad conclusion of this Odd Lots podcast. Sanctions, blockades, infrastructure, high breakeven costs of heavy crude, geopolitical risks are all headaches. A lot is just Trump's personal whims.
NEW ODD LOTS: What Maduro's capture means for the oil market. We talked to the great @gbrew24.bsky.social podcasts.apple.com/us/podcast/t...
How the Monroe Doctrine became the Donroe Doctrine We had a great chat with Yale historian Greg Grandin about 200+ years of the US asserting dominance over Latin America podcasts.apple.com/us/podcast/g...
Joe Weisenthal reposted
NEW ODD LOTS: What Maduro's capture means for the oil market. We talked to the great @gbrew24.bsky.social podcasts.apple.com/us/podcast/t...
Joe Weisenthal reposted
This could be a dream job for one of you. bloomberg.avature.net/careers/JobD...
Joe Weisenthal reposted
I listened to @weisenthal.bsky.social (big fan) on the Vergecast and he claimed it is hard to distinguish prediction markets from things like futures contracts; I very much disagree! So I wrote this bergmayer.net/prediction-m...
MEET THE POLITICIAN THE AI INDUSTRY WANTS TO STOP On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
I had a really fun time talking about prediction markets with David Pierce on The Vergecast www.youtube.com/watch?v=GDqM...
Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
This was such a blast!
It's the crossover you didn't even know you NEEDED - our friends @weisenthal.bsky.social and @tracyalloway.bsky.social of the Odd Lots podcast on today's new TCAF YouTube: www.youtube.com/watch?v=UhpU... Spotify: open.spotify.com/episode/2pXl... Apple: podcasts.apple.com/us/podcast/i...
Joe Weisenthal reposted
Unrealistic beauty standards dominate social media and dating, but being hot is also career perk. I spoke with people who work 9 to 5s about how they feel the pressure to look young, have perfect smiles, and be thin in order to succeed. @businessinsider.com www.businessinsider.com/getting-hot-...
Joe Weisenthal reposted
How have prediction markets shaped reporting? I'm in Dirt Magazine, alongside @weisenthal.bsky.social and Mickey Down www.magazine.dirt.fyi/p/the-signal... @princessdaisy.bsky.social
NEW ODD LOTS: We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years. podcasts.apple.com/us/podcast/t...
MONETARY MALPRACTICE A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates. You can read the full thing here www.bloomberg.com/news/newslet...
Joe Weisenthal reposted
baby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers thanks @bloomberg.com @weisenthal.bsky.social
THE POLITICS OF AI ARE ABOUT TO EXPLODE We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago Sub to the newsletter here: www.bloomberg.com/account/news...
Joe Weisenthal reposted
No one leaving New York City because of Mamdani, say two top real estate CEOs
Joe Weisenthal reposted
From @tracyalloway.bsky.social AI CapEx is the Schrödinger's cat of capital markets to @weisenthal.bsky.social ‘now we gotta look at tech company CDS?’ to @pkedrosky.bsky.social this is a meta bubble … yeah, you’re going to have to listen to this one: podcasts.apple.com/us/podcast/o...
NEW ODD LOTS: Why AI is like every bubble in history rolled into one We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...