Odd Lots

What Odd Lots Says About Investing

44 episodes about investing

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

Key Insights on Investing

Profitability in AI comes from accurately predicting demand rather than underinvesting, with inference margins exceeding 50%

  • Alex Hormozi owns a portfolio generating over $250 million annually and broke a Guinness World Record with his $100M Offers book launch doing $106 million in a weekend
  • Every $1,000 monthly investment starting at age 18 compounds to $10 million by retirement, making early income increases exponentially valuable
  • Hormozi invested $750 per hour for eight hours of ad training that generated 'hundreds of millions' in returns, demonstrating skill investment ROI
  • Hormozi lived with six roommates, split a bedroom, ate protein shakes and Chipotle, drove a used car to minimize expenses while investing in skills
  • Private credit funds face investor redemptions exceeding 5% quarterly limits as default rates rise and AI threatens portfolio companies
  • John Stein emphasizes that 'staying invested in a diversified portfolio is really the best thing' for long-term wealth building
  • Financial advisor discovery 'still runs on referrals, not data' despite technological advances in investment advice

Episodes

How Substack Creators Are Covering This Strange Markets Era

How Substack Creators Are Covering This Strange Markets Era

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

Carmen Li's Plan to Build a Futures Market for Compute

Carmen Li's Plan to Build a Futures Market for Compute

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

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

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

Mariana Mazzucato Thinks We Need More Moonshots

Mariana Mazzucato Thinks We Need More Moonshots

How an American City Can Become a Manufacturing Hub

How an American City Can Become a Manufacturing Hub

How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis

How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis

BlackRock's Rob Goldstein on the Next Megatrends in Finance

BlackRock's Rob Goldstein on the Next Megatrends in Finance

What's Actually Going On With Private Credit

What's Actually Going On With Private Credit

Understanding the Most Viral Chart in Artificial Intelligence

Understanding the Most Viral Chart in Artificial Intelligence

James Bosworth on the "Orange Wave" Happening Across Latin America

James Bosworth on the "Orange Wave" Happening Across Latin America

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

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

Planet Money Turned Everyday Annoyances Into an Economics Book

Planet Money Turned Everyday Annoyances Into an Economics Book

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

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

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Gina Raimondo on How European Industry Is Getting Crushed

Gina Raimondo on How European Industry Is Getting Crushed

Scott Bok Explains What Investment Bankers Actually Do All Day

Scott Bok Explains What Investment Bankers Actually Do All Day

The Petrochemicals Shock That's Already Rippling Through Plastics

The Petrochemicals Shock That's Already Rippling Through Plastics

What the Iran War Means for Dubai's Luxury Boom

What the Iran War Means for Dubai's Luxury Boom

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

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

How War in Iran Will Squeeze America's Farmers Even Further

How War in Iran Will Squeeze America's Farmers Even Further

Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

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

A16Z's David George on How Private and Public Markets Fused Into One

A16Z's David George on How Private and Public Markets Fused Into One

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

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

Books on investing

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