Odd Lots

What Odd Lots Says About Geopolitics

19 episodes about geopolitics

<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...

Key Insights on Geopolitics

Current geopolitical problems are minor compared to threats like Hitler in the 1930s or nuclear standoffs during Cold War I

  • Barbara Tuchman's The Guns of August influenced Kennedy's handling of the Cuban Missile Crisis, though she never intended to shape foreign policy
  • Ray Dalio identifies five forces driving civilizational cycles: monetary systems, domestic politics, geopolitics, acts of nature, and technological innovation
  • Bitcoin reached $70,000 and gold hit $5,400/ounce as markets priced geopolitical risk, with Polymarket seeing record $529M trading volume
  • Martin Wolf describes the Iran situation as a 'nightmare scenario' but notes markets remain resilient, with the S&P 500 hitting records despite geopolitical chaos
  • Social media warfare allows influencers to direct attention and provide targeting coordinates, becoming new form of geopolitical entertainment
  • Scott Horton has conducted 6,200+ interviews since 2003, documenting American foreign policy failures across multiple administrations
  • Private credit market stress preceded the Iran war, suggesting systemic fragility independent of geopolitical events

Episodes

How the 1994 World Cup Transformed the Business of Football Forever

How the 1994 World Cup Transformed the Business of Football Forever

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

Martin Wolf on the 'Terrifying' Superpower That the US Wields

Martin Wolf on the 'Terrifying' Superpower That the US Wields

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Brad Setser on the War in Iran and the Future of the US Dollar

Brad Setser on the War in Iran and the Future of the US Dollar

War in Iran Is Already Reshaping East Asia's Energy Future

War in Iran Is Already Reshaping East Asia's Energy Future

This Is How Big Money Is Trading the War in Iran

This Is How Big Money Is Trading the War in Iran

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

War in Iran Is Redrawing the Map for Natural Gas

War in Iran Is Redrawing the Map for Natural Gas

What War in Iran Means for China's Teapot Oil Refineries

What War in Iran Means for China's Teapot Oil Refineries

War in Iran Is Creating a Fertilizer Crisis Like Never Before

War in Iran Is Creating a Fertilizer Crisis Like Never Before

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine

Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine

Books on geopolitics

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