Odd Lots

What Odd Lots Says About History

30 episodes about history

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

Key Insights on History

"TIPS are a great deal now," - Alex, noting they historically outperform nominal bonds and cash unless investors take on equity-level risk.

  • Corporate bond spreads remain historically tight because mega-cap companies are highly stable and do not face immediate refinancing pressures to meet payroll.
  • Archaeological evidence shows ordinary Romans had access to colorful clothing, elaborate shoes, and consumer goods from across the empire
  • YouTube's revenue share model (close to 50%) exists due to historical competition, while other social networks give creators effectively 0% outside token creator funds
  • AI provides the prospect of one-on-one tutoring for everyone, which historically raised student outcomes from 50th percentile to 99th percentile
  • Best Actor features potentially the strongest lineup in Academy Awards history with five exceptional performances
  • Rogan credits Elon Musk's Twitter purchase as historically significant for changing communication, providing transparency about bot accounts and foreign influence operations
  • Delta Airlines reports 'eight of top 10 sales days in history this quarter' with bookings up 25% year-over-year despite oil price spikes

Episodes

Why Tomatoes Are the Most Expensive They've Been in Four Decades

Why Tomatoes Are the Most Expensive They've Been in Four Decades

Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

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

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

How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

What's Actually Going On With Private Credit

What's Actually Going On With Private Credit

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

The Big Macro Force That's Been Driving Stocks Higher for Years

The Big Macro Force That's Been Driving Stocks Higher for Years

How Shipping Insurance Really Works During a War

How Shipping Insurance Really Works During a War

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Why NASA Hired a Chief Economist

Why NASA Hired a Chief Economist

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

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 Creating a Fertilizer Crisis Like Never Before

War in Iran Is Creating a Fertilizer Crisis Like Never Before

How the Speed of a Trade Got Down to Nearly the Speed of Light

How the Speed of a Trade Got Down to Nearly the Speed of Light

James van Geelen on His Viral AI Doom Scenario

James van Geelen on His Viral AI Doom Scenario

Jamee Moudud on the Intellectual Roots of Zohranomics

Jamee Moudud on the Intellectual Roots of Zohranomics

Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"

Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"

Ray Wang on How AI Is Causing DRAM Prices to Surge

Ray Wang on How AI Is Causing DRAM Prices to Surge

The Sixth Bureau, Episode 1: Your Friend From Nanjing

The Sixth Bureau, Episode 1: Your Friend From Nanjing

Why Adam Posen Thinks Inflation Will Surge Back to 4%

Why Adam Posen Thinks Inflation Will Surge Back to 4%

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

This Is How The US Can Become a Player in Rare Earth Metals

This Is How The US Can Become a Player in Rare Earth Metals

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

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

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

Why the Tech World Is Going Crazy for Claude Code

Why the Tech World Is Going Crazy for Claude Code

Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine

Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine

Books on history

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