Odd Lots

Baidu’s CFO discussed building a full AI stack in a podcast titled 'Odd Lots'. The article references Baidu Inc and the podcast format.

Lenovo Group Ltd's CFO discusses capital expenditure in the context of the AI era in a podcast titled 'Odd Lots'. The article references the company and the podcast but provides no additional details.

The Strait of Hormuz has mostly reopened, and while crude prices have risen since the Iran conflict began, predictions of $200-per-barrel Brent oil did not materialize. Rory Johnston, founder of the Commodity Context newsletter, discusses this in a podcast, revisiting his earlier analysis from the start of the conflict.

A panel at the Odd Lots New York live show on May 28 featured Substack creators James van Geelen, Sam Ro, and Jasmine Sun discussing how journalists and analysts are navigating the impact of AI on markets and media. The conversation focused on the challenges of covering AI's pervasive influence in a highly dynamic environment.

The podcast 'Odd Lots' discusses Anthropic's approach to AI safety. The focus is on how the company addresses challenges and strategies related to artificial intelligence safety.

Li is proposing a plan to build a Compute Futures Market, as discussed in the Odd Lots podcast. The initiative aims to create a new market for trading compute resources as futures contracts.

The article discusses Midha's plan to reduce compute costs, as featured in the Odd Lots podcast. The focus is on lowering the price of compute resources.

The podcast 'Odd Lots' examines the increasing volatility in tomato prices, exploring factors contributing to their fluctuating costs.

CoreWeave discusses its outlook on the compute market in a podcast titled 'Odd Lots.' The episode focuses on the company's perspective regarding market trends and opportunities.

The hosts of 'Odd Lots' discuss a stock market decline and companies benefiting from the AI industry boom during an episode of The China Show on June 8, 2026. The conversation focuses on financial market trends and technological advancements.

The article discusses a stock market decline in Asia, referencing the convergence of the financial commentary show 'Odd Lots' and 'The China Show'. The stock rout is highlighted as a key event impacting the region.

Susquehanna is developing a prediction market business, as discussed in an Odd Lots article. The initiative focuses on creating a platform for forecasting outcomes through market mechanisms.

The podcast 'Odd Lots' discusses the financial mechanisms behind commodity supply chains, highlighting how commodity finance supports production, transportation, and storage of global goods. It raises questions about funding for oil tankers and risks like being stuck in the Strait of Hormuz.

Rope, invented by twisting fibers, enabled advancements like lifting objects, whaling, and modern bridges. The podcast 'Odd Lots' explores its history with author Tim Queeney.

The podcast 'Odd Lots' features a discussion with Gopinath on the global rise in interest rates. The topic focuses on surging interest rates observed worldwide.

Brendan Greeley discusses the 500-year history of the U.S. dollar in an episode of the Odd Lots series. The article explores historical economic developments shaping the currency's evolution.

The podcast 'Odd Lots' explores the 500-year history of the dollar, examining its evolution from bank deposits to eurodollars and stablecoins. Journalist Brendan Greeley argues the dollar predates the United States and challenges common perceptions of its origins.

The article explores the challenges and strategies involved in managing one of London's most popular pubs, highlighting operational and managerial insights.

The podcast 'Odd Lots' examines pubs as indicators of macro-economic trends, highlighting that two pubs a day have closed in England during Q1 2026. It explores how pubs reflect broader economic shifts, including labor market challenges and consumer behavior.

The podcast 'Odd Lots' discusses the economic challenges of designing large-scale buildings, emphasizing constraints like resources and the impact of iconic structures on local wealth. It explores strategies to align private developers' interests with public good and examines why some countries foster more landmark projects.

Fahmi Quadir, founder and CIO of Safkhet Capital known as 'the Assassin,' discusses her career as a short-seller in a podcast interview. She is renowned for high-profile short bets against companies including Wirecard AG and Valeant. The conversation was recorded at a live event in London at Wilton's Music Hall.

Deutsche Bank's Ozan Tarman and Aditya Singhal discuss understanding macro risks. They provide insights on managing risks in the current market. The discussion is part of the Odd Lots series.

Deutsche Bank's Ozan Tarman and Aditya Singhal joined Joe Weisenthal and Tracy Alloway on stage at Odd Lots live in London to discuss macro risks. The event took place on May 7, 2026, at Wiltons Music Hall. Deutsche Bank representatives shared their insights with the audience.

Martin Wolf discusses the significant power held by the US, describing it as 'terrifying'. The US wields considerable influence globally. This superpower has far-reaching implications.

Megan Greene discusses monetary policy in a world of supply side shocks at the Bank of England. She shares her insights on navigating economic challenges. The discussion is part of the Odd Lots series.

Megan Greene, an external member of the Bank of England's Monetary Policy Committee, discussed monetary policy on the Odd Lots podcast with co-hosts Joe Weisenthal and Tracy Alloway. The episode was recorded in London, UK on May 6, 2026. They talked about supply shocks in the context of monetary policy.

The article discusses the hypothetical scenario of a China-Taiwan conflict as a potential global chokepoint, similar to the Strait of Hormuz closure. It explores the geopolitical and economic implications of such a conflict, featuring insights from author Eyck Freymann.

Rob Goldstein discusses finance's next megatrends on the Odd Lots podcast. BlackRock Inc is mentioned in the article, though no direct connection to Goldstein is stated.

The private credit market has grown rapidly, surpassing the junk bond market in size. The podcast discusses factors driving this growth, its impact on corporate debt, and current concerns. Experts John Sheehan and Craig Manchuck from Osterweis Capital Management provide insights.

The article discusses a podcast episode titled 'Odd Lots' that explores the most viral chart in AI, focusing on its implications and popularity within the technology sector.

The podcast 'Odd Lots' discusses the 'Orange Wave' phenomenon, which is reshaping political dynamics in Latin America. The episode explores how this movement is influencing regional realignment and electoral outcomes.

Odd Lots LIVE, a live event hosted by Joe Weisenthal and Tracy Alloway, is taking place in New York City. The event is photographed by Ron Antonelli.

The article discusses how AI models like ChatGPT, Claude, and Google's Gemini are shifting user behavior away from traditional search engines, creating tension for tech companies reliant on search-based advertising. Elizabeth Reid, Google's VP of search, addresses this transition in a podcast episode.

The podcast 'Odd Lots' explores the economic factors influencing American oil production, including market dynamics, regulatory challenges, and industry trends. It highlights the interplay between domestic energy policies and global oil prices.

The podcast 'Odd Lots' explores whether AI's impact on the labor market could be more disruptive than historical technologies like the steam engine, questioning if traditional economic recovery patterns will apply. It highlights concerns about AI's unique potential to reshape productivity, demand, and job creation in unprecedented ways.

The podcast 'Odd Lots' features an episode titled 'Setser on the Future of the US Dollar,' discussing economic and geopolitical factors influencing the US dollar's global role.

Stocks have remained high due to growing corporate earnings and sustained market valuations, despite concerns about overpricing. The article suggests macroeconomic factors, not just investor sentiment, explain this trend, citing economist Jonathan Heathcote's research.

The article explains how shipping insurance operates during wartime, highlighting complexities in coverage and risk management. It discusses the role of insurance in mitigating losses from conflicts and the challenges insurers face in such scenarios.

Odd Lots is set to launch in London, with the 30 St Mary Axe (The Gherkin) as a key location. UK business leaders are pressing Chancellor Rachel Reeves to reduce energy costs and avoid increasing corporate taxes ahead of the budget.

Thomas Peterffy discusses Interactive Brokers' (IBKR) plan to professionalize prediction markets. The initiative aims to bring structured frameworks and regulatory compliance to forecasting platforms.