February 19, 2026
Facing a 'SaaSpocalypse,' software stocks are plunging due to AI. Investor Jared Sleeper argues survival hinges on moats beyond code.
February 16, 2026
AI's insatiable demand for HBM memory is sparking a multi-year "super cycle," causing a DRAM shortage that will last until at least 2027.
February 15, 2026
An FBI sting operation entraps a Chinese spy, exposing the Ministry of State Security's mission to steal U.S. jet engine technology.
February 13, 2026
Adam Posen predicts inflation will surge back to 4%, citing tariffs, fiscal stimulus, and a less effective Fed as key inflationary pressures.
February 12, 2026
New CFTC Chairman Michael Selig discusses regulating the booming prediction markets, addressing insider trading, and the fine line with gambling.
February 9, 2026
Ricardo Hausmann explains Venezuela's collapse was caused by internal policy destroying rights and human capital, not sanctions or oil prices.
February 8, 2026
Tokenization is set to revolutionize finance. Experts Rick Edelman and JPMorgan's Scott Lucas debate the timeline for mass institutional adoption.
February 6, 2026
Nomura's McElligott breaks down the 'SaaSpocalypse,' linking the market rout to unwinding crowded trades, an AI-driven tech liquidity crunch.
Former Fed Vice-Chair Richard Clarida analyzes Kevin Warsh's nomination, discussing his policy evolution, Fed independence, and market impact.
February 5, 2026
The US can leapfrog China's rare earth chokehold not with traditional mining, but through biotech and material science innovations.
February 3, 2026
Despite different governance, the US and Chinese internets have evolved in parallel from utopian ideals to centralized, tribal, and nationalistic platforms.
February 2, 2026
Is the AI data center boom a bubble? A utilities analyst reveals a massive supply-demand mismatch, with commitments doubling future needs.
January 30, 2026
Experts dissect Kevin Warsh's potential Fed chairmanship, citing risks from his partisan track record, 2008 crisis response, and disdain for data.
Jeff Currie argues the metals supercycle has years to run, driven by de-dollarization, geopolitical stockpiling, and a massive CapEx boom.
January 29, 2026
Ex-Cargill execs reveal the realities of doing ag business in Venezuela & Ukraine, from hyperinflation and nationalization to wartime logistics.
January 26, 2026
PNC's CEO on building a top bank: Scale is key, but strategic organic growth and a modern tech stack trump costly, ill-advised M&A.
January 23, 2026
Blackstone's CIO of Credit explains private credit's explosive growth, its push into AI financing, and why its 'Amazon-like' model is here to stay.
January 22, 2026
Pimco CEO Manny Roman dismisses the 'Sell America' trade, highlighting fixed income value, Japan's revival, and AI's disruptive impact.
January 19, 2026
Explore why Claude Code is a game-changer. Learn how this AI tool is transforming software development, automating jobs, and threatening SaaS.
January 16, 2026
An expert on Iranian equities discusses how a currency collapse, bank failure, and hyperinflation are fueling a new wave of protests in Iran.
January 15, 2026
Global energy demand is soaring, driven by AI and reshoring. This creates secular investment opportunities in infrastructure and natural resources.
January 12, 2026
The fight over Fed independence escalates as the DOJ subpoenas Chairman Powell, threatening a criminal indictment and raising unprecedented questions.
Portfolio expert Cullen Roche reveals why standard models fail and how to build *your* perfect portfolio by matching assets to your unique liabilities.
January 9, 2026
Historian Greg Grandin traces the Monroe Doctrine's evolution into the transactional 'Donroe Doctrine,' explaining US foreign policy in Latin America.
January 8, 2026
Sovereign debt expert Lee Buchheit unpacks Venezuela's $170B debt mess, exploring the odious debt debate, the Iraq precedent, and future paths.
January 7, 2026
Maduro's arrest is a show of US geopolitical force, not a short-term oil play. Venezuela's vast reserves are locked behind massive costs.
January 5, 2026
An inside look at the Boston Fed's conference, where new economic ideas on supply chains, global risks, and inflation are forged and debated.
January 2, 2026
Butterworth's chef on D.C.'s political dining scene, post-COVID economics, supply chain strategy, and the surprising curse of the burger.
January 1, 2026
Odd Lots hosts answer listener questions on AI's value chain, Bitcoin's next narrative, the EMH paradox, and their journalistic process.
December 29, 2025
Goldman Sachs' 2026 outlook: Strong earnings, not just AI hype, drive markets. Expect accelerating productivity but flat unemployment.
December 26, 2025
Meet John Law: the 18th-century gambler, murderer, and fugitive whose radical ideas about money laid the groundwork for modern finance.
December 25, 2025
OPM Director Scott Cooper on the 'U.S. Tech Force,' a new initiative to recruit 1,000 top technologists into the federal government.
December 22, 2025
VantageScore's chief economist unpacks the K-shaped recovery, revealing wealth, not income, drives consumer health amid rising auto debt.
December 19, 2025
An inside look at the booming peptide gray market. This episode explores the biohacking culture, Chinese supply chains, and regulatory loopholes.
December 18, 2025
NY politician Alex Boris, an ex-Palantir data scientist, discusses his AI regulation bill, the RAISE Act, and why the tech industry is targeting him.
December 15, 2025
Hunting's hidden history: How deer skins, beaver pelts, and buffalo hides shaped the American economy, culture, and conservation movement.
December 12, 2025
Musician-turned-investor D.A. Wallach explains biotech investing, why AI isn't a cure-all, and how China is reshaping drug development.
December 11, 2025
Inside the AI data center boom: A legal expert breaks down the complex financing, from securitization to power grid bottlenecks.
December 8, 2025
PIMCO CIO Dan Iverson discusses why bonds are back, the coming 'disappointment' in private credit, and the return of global opportunities.
December 7, 2025
Microsoft Excel, a 40-year-old software, maintains market dominance through strategic bundling, deep cultural integration, and adapting to AI.
December 5, 2025
Affirm CEO Max Levchin discusses disrupting credit cards with a transparent, no-late-fee BNPL model built on superior underwriting and AI.
December 4, 2025
AI is decoding credit markets. Noetica AI's Dan Wertman reveals a 'flight to fortification' in deal terms amid private credit anxiety.
December 1, 2025
The US power grid faces a historic test from AI's insatiable demand. Can our patchwork system and 20th-century regulations handle the surge?
November 28, 2025
Why are credit card rates ~23%? It's not just default risk. High marketing costs, large risk premiums, and consumer rate insensitivity drive profits.
November 27, 2025
Professor Graham Allison explains the 'Thucydides Trap,' analyzing if the U.S. and a rising China are destined for war or can avert catastrophe.
November 24, 2025
Ray Dalio discusses his framework of five major historical forces, analyzing today's convergence of debt, political conflict, and AI.
November 23, 2025
Nate Silver & Maria Konnikova launch "Risky Business," a podcast using stats, psychology, and poker strategy to analyze decision-making.
November 22, 2025
Why are beef prices soaring while ranchers struggle? An expert explains market dysfunction, packer consolidation, and the fight for the US cattle industry.
November 21, 2025
Boston Fed's Susan Collins discusses balancing stubborn inflation against a weakening labor market, with added uncertainty from tariffs and AI.
November 20, 2025
Economist Tyler Cowen on AI's slow revolution: new companies, not add-ons, will drive change. Mass unemployment is unlikely, but stable, upper-middle-class jobs face disruption.
November 19, 2025
AI is creating a rare bipartisan populist backlash, fueled by fears of job loss and soaring energy costs, setting the stage for a major political flashpoint.
November 17, 2025
Jeff Gundlach: Private credit is the next subprime crisis. Long-term US treasuries are vulnerable. Shift to gold, non-US equities, and cash.
November 15, 2025
Citi's Dirk Villa defines the AI bubble, compares it to 2000, and offers a quantitative framework for knowing when it's time to sell.
November 14, 2025
The AI data center boom is a 'meta bubble' combining tech, real estate, and loose credit, mirroring pre-2008 financial crisis structures.
November 13, 2025
AQR's Cliff Asnes argues markets are becoming less efficient, driven by social media turning the wisdom of crowds into the madness of mobs.
November 12, 2025
VC Jerry Newman argues AI won't make you rich. Like containerization, it creates value, but incumbents capture it by passing gains to consumers.
November 10, 2025
Economist Mike Bird explains China's 'land trap,' where a real estate model built on local government finance has led to a productivity crisis.
November 8, 2025
The dairy industry is booming, driven by high-protein products like Fairlife, advanced farm tech, and shifting consumer health trends.
November 7, 2025
Amid a government shutdown and no official jobs data, experts debate the US labor market's true health, AI's role in layoffs, and recession risk.
November 6, 2025
Perplexity’s CBO discusses building a user-aligned AI focused on accuracy and trust, challenging ad-based tech giants with a subscription model.
November 3, 2025
San Francisco Mayor Daniel Lurie outlines his strategy to revitalize the city by prioritizing public safety, tackling the fentanyl crisis, and fostering a pro-business AI hub.
October 31, 2025
Beyond latency wars: Hudson River Trading's Head of AI reveals how deep learning models use massive data to predict short-term market moves.
October 30, 2025
Is AI conscious? This episode explores the emerging field of AI welfare, rights, and the ethical debate over treating models as moral patients.
October 27, 2025
Why hasn't housing gotten cheaper like cars? Construction Physics author Brian Potter explains the deep-rooted barriers to productivity and prefab.
October 25, 2025
Explore Cisco, the hidden giant supplying America's chain restaurants, and how its dominance shapes food quality, price, and competition.
October 24, 2025
Energy expert Dan Yergin explains why the energy transition is an addition, not a replacement, due to tech's demand and geopolitical realities.
October 23, 2025
BIS expert Hyun Sung Shin explains why the dollar's decline is a 'hedge America,' not 'sell America,' story, driven by ex-post hedging.
October 22, 2025
Bank of Finland's Oli Rehn on Europe's pivotal moment: Tackling defense, energy, & China competition requires deeper economic integration.
October 20, 2025
Raghuram Rajan discusses the gold surge, geopolitical risks, and market froth, warning of vulnerabilities from the current monetary policy cycle.
October 19, 2025
Veteran BBC journalist Mishal Husain launches a new podcast, going beyond headlines for in-depth talks with leaders like Musk and Starmer.
October 17, 2025
How does the Fed make decisions? By visiting places like Alaska, where amplified economic pressures offer a real-world view beyond the data.
October 16, 2025
The US government is now a long-term investor, taking equity in firms like Intel & MP Materials—a radical shift in industrial policy.
October 15, 2025
Why is Argentina always in crisis? An expert explains its history of defaults, Peronism, and President Javier Milei's high-stakes reforms.
October 13, 2025
Author Andrew Ross Sorkin discusses the 1929 crash, revealing parallels to today's market in speculation, retail leverage, and technology.
October 10, 2025
Revisiting the 1980s 'Japan panic' reveals parallels and key differences with today's China anxiety, from pop culture to economic policy.
October 9, 2025
Experts debate the rising neutral interest rate (R-star), arguing the era of cheap money is over due to five key drivers: debt, and defense.
October 6, 2025
AI's 'picks and shovels' boom is real. A tour of a massive data center reveals the infrastructure spending, energy needs, and investment plays.
October 3, 2025
The Fed's rate-setting plumbing is under review. Expert Joe Abate discusses the potential shift from Fed funds to repo rates & monetary policy's future.
October 2, 2025
CME CEO Terry Duffy discusses merging finance and betting via a FanDuel partnership, the rise of retail trading, and navigating new prediction markets.
October 1, 2025
Kalshi CEO Tariq Mansour on legalizing prediction markets, competing with sportsbooks, and the vision for institutional and on-chain trading.
September 29, 2025
DRW's Don Wilson on creating a futures market for GPUs, the imminent tokenization of all assets, and why AI will transform trading.
September 28, 2025
An investigative podcast explores Kindbody, a VC-backed fertility startup whose promise to revolutionize care left a trail of angry patients.
September 26, 2025
AI researcher Jack Morris explores the state of AI, detailing how models are evaluated, the critical role of proprietary data, and future trends.
September 25, 2025
Odd Lots & Deutsche Bank's Ozan Tarman dissect the paradoxical rally in NVIDIA & gold, the weakening dollar, and rising US sovereign risk.
September 22, 2025
Jim Cramer joins Odd Lots to champion individual stock picking, arguing that with proper research and a long-term view, retail can outperform.
September 20, 2025
Former U.S. Trade Rep. Michael Froman discusses the end of the rules-based order, China's rise, and the new 'polyamorous' world of trade.
September 19, 2025
Odd Lots hosts Henry Wong for a Chinese perspective on globalization, U.S. relations, and China's emerging role in a multipolar world.
September 18, 2025
Delaware's reign as the corporate incorporation capital is under threat, sparking a potential 'race to the bottom' for shareholder rights.
