Joe Weisenthal
@weisenthal.bsky.social
Cohost of The Odd Lots Podcast
Singer and guitarist in Light Sweet Crude
Singer and guitarist in Light Sweet Crude
Pinned
The Politics of AI Are About to Explode
Podcast Episode · Odd Lots · 11/19/2025 · 45m
podcasts.apple.com
THE POLITICS OF AI ARE ABOUT TO EXPLODE
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
Ongoing demolition in Bitcoin
November 21, 2025 at 11:59 AM
Ongoing demolition in Bitcoin
MONETARY MALPRACTICE
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
November 19, 2025 at 4:12 PM
MONETARY MALPRACTICE
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
Reposted by Joe Weisenthal
baby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers
thanks @bloomberg.com @weisenthal.bsky.social
thanks @bloomberg.com @weisenthal.bsky.social
The Politics of AI Are About to Explode
open.spotify.com
November 19, 2025 at 3:04 PM
baby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers
thanks @bloomberg.com @weisenthal.bsky.social
thanks @bloomberg.com @weisenthal.bsky.social
THE POLITICS OF AI ARE ABOUT TO EXPLODE
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
The Politics of AI Are About to Explode
Podcast Episode · Odd Lots · 11/19/2025 · 45m
podcasts.apple.com
November 19, 2025 at 11:46 AM
THE POLITICS OF AI ARE ABOUT TO EXPLODE
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
Stocks are getting killed here
November 18, 2025 at 3:06 PM
Stocks are getting killed here
Here's a classic one. Anthropic is going to spend $30 billion on Azure.
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
November 18, 2025 at 3:05 PM
Here's a classic one. Anthropic is going to spend $30 billion on Azure.
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
November 14, 2025 at 7:23 PM
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
Reposted by Joe Weisenthal
No one leaving New York City because of Mamdani, say two top real estate CEOs
No one leaving New York City because of Mamdani, say two top real estate CEOs
New York City Mayor-elect Zohran Mamdani's democratic socialist views spark fears companies and capital will flee, but top real estate CEOs say it's not true.
cnb.cx
November 14, 2025 at 4:06 PM
No one leaving New York City because of Mamdani, say two top real estate CEOs
Reposted by Joe Weisenthal
From @tracyalloway.bsky.social AI CapEx is the Schrödinger's cat of capital markets to @weisenthal.bsky.social ‘now we gotta look at tech company CDS?’ to @pkedrosky.bsky.social this is a meta bubble … yeah, you’re going to have to listen to this one:
podcasts.apple.com/us/podcast/o...
podcasts.apple.com/us/podcast/o...
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Podcast Episode · Odd Lots · 11/14/2025 · 47m
podcasts.apple.com
November 14, 2025 at 3:44 PM
From @tracyalloway.bsky.social AI CapEx is the Schrödinger's cat of capital markets to @weisenthal.bsky.social ‘now we gotta look at tech company CDS?’ to @pkedrosky.bsky.social this is a meta bubble … yeah, you’re going to have to listen to this one:
podcasts.apple.com/us/podcast/o...
podcasts.apple.com/us/podcast/o...
Great playlist of instrumental country from Marissa
I can't write while listening to songs with lyrics so today's Don't Rock the Inbox subscriber playlist is instrumental country and roots tunes!
www.dontrocktheinbox.com/put-a-record...
www.dontrocktheinbox.com/put-a-record...
Put a Record On: An Instrumental Country Playlist for Writing (or whatever else you do)
As someone who listens to music all the time, and writes about music and musicians for a living, there is one curious time when I am extremely picky about what I listen to: when I am actually writing....
www.dontrocktheinbox.com
November 14, 2025 at 4:04 PM
Great playlist of instrumental country from Marissa
NEW ODD LOTS:
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Podcast Episode · Odd Lots · 11/14/2025 · 47m
podcasts.apple.com
November 14, 2025 at 1:53 PM
NEW ODD LOTS:
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Reposted by Joe Weisenthal
Every country used pep pills! There were so many amphetamines swirling around the Allies that college students in the 1940s regularly took them when cramming for exams
"Hitler's hordes have their shots-in-the-arm, their energizers, their pep pills!" I'm fascinated that this was widely enough known that you could put it in an ad.
From America, Nov 1942: Bread ad from Fleischmann's Yeast
«You can't beat the breadeaters! Bread is basic»
«You can't beat the breadeaters! Bread is basic»
November 13, 2025 at 7:38 PM
Every country used pep pills! There were so many amphetamines swirling around the Allies that college students in the 1940s regularly took them when cramming for exams
*RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO
November 13, 2025 at 7:44 PM
*RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO
Reposted by Joe Weisenthal
Really thrilled to be featured in today's Odd Lots newsletter--thanks @weisenthal.bsky.social and @tracyalloway.bsky.social!
The implication: The U.S.'s sole growth sector is stuck between a prisoner's dilemma in pricing and a collateral crunch.
bsky.app/profile/adva...
The implication: The U.S.'s sole growth sector is stuck between a prisoner's dilemma in pricing and a collateral crunch.
bsky.app/profile/adva...
November 12, 2025 at 10:06 PM
Really thrilled to be featured in today's Odd Lots newsletter--thanks @weisenthal.bsky.social and @tracyalloway.bsky.social!
The implication: The U.S.'s sole growth sector is stuck between a prisoner's dilemma in pricing and a collateral crunch.
bsky.app/profile/adva...
The implication: The U.S.'s sole growth sector is stuck between a prisoner's dilemma in pricing and a collateral crunch.
bsky.app/profile/adva...
We've been doing Odd Lots for 10 years. And in that time they've gotten stupider.
On the new episode, we speak with the legend Cliff Asness about why he believes that markets keep getting less and less efficient. open.spotify.com/episode/64XN...
On the new episode, we speak with the legend Cliff Asness about why he believes that markets keep getting less and less efficient. open.spotify.com/episode/64XN...
Cliff Asness on How Markets Got Dumber in the Last 10 Years
open.spotify.com
November 13, 2025 at 2:59 PM
We've been doing Odd Lots for 10 years. And in that time they've gotten stupider.
On the new episode, we speak with the legend Cliff Asness about why he believes that markets keep getting less and less efficient. open.spotify.com/episode/64XN...
On the new episode, we speak with the legend Cliff Asness about why he believes that markets keep getting less and less efficient. open.spotify.com/episode/64XN...
Reposted by Joe Weisenthal
I miss the NFP spaces with Skanda/Conor/Pearkes
November 7, 2025 at 12:22 PM
I miss the NFP spaces with Skanda/Conor/Pearkes
yeah I've always just assumed it's pronounced like the French flag
Although @robarmstrong.bsky.social has demonstrated a good French accent - he has fumbled with "Tricolor" in recent months.
I think @weisenthal.bsky.social showed the way channeling his inner Frenchman, with an unmistakable "Tricolore" (like the French flag or Montreal Canadiens)
I think @weisenthal.bsky.social showed the way channeling his inner Frenchman, with an unmistakable "Tricolore" (like the French flag or Montreal Canadiens)
November 7, 2025 at 5:51 PM
yeah I've always just assumed it's pronounced like the French flag
The worsening state of the US labor market.
We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report.
Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...
We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report.
Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...
Lots More on the Worsening State of the US Labor Market
Podcast Episode · Odd Lots · 11/07/2025 · 22m
podcasts.apple.com
November 7, 2025 at 12:12 PM
The worsening state of the US labor market.
We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report.
Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...
We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report.
Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...
Reposted by Joe Weisenthal
Zohran's relentless disciplined campaign was truly impressive - he brought every message/issue back to the cost of living and built a model for what bringing attention to a positive affordability message can look like
Proud to have Blue Rose do ad testing for the Zohran IE!
x.com/alimortell/s...
Proud to have Blue Rose do ad testing for the Zohran IE!
x.com/alimortell/s...
Ali Mortell on X: ".@ZohranKMamdani ran a phenomenal, authentic campaign focused on affordability. Blue Rose Research is proud to have partnered with @MiddleSeatCo on ad testing and to support their work in helping build the momentum for a more affordable New York. LFG 🌹 https://t.co/0HLenkSSrv" / X
.@ZohranKMamdani ran a phenomenal, authentic campaign focused on affordability. Blue Rose Research is proud to have partnered with @MiddleSeatCo on ad testing and to support their work in helping build the momentum for a more affordable New York. LFG 🌹 https://t.co/0HLenkSSrv
x.com
November 5, 2025 at 3:13 PM
Zohran's relentless disciplined campaign was truly impressive - he brought every message/issue back to the cost of living and built a model for what bringing attention to a positive affordability message can look like
Proud to have Blue Rose do ad testing for the Zohran IE!
x.com/alimortell/s...
Proud to have Blue Rose do ad testing for the Zohran IE!
x.com/alimortell/s...
Reposted by Joe Weisenthal
This is exactly the kind of stuff that AI *should* be good at. From mortgage originator Rocket (RKT).
October 30, 2025 at 8:38 PM
This is exactly the kind of stuff that AI *should* be good at. From mortgage originator Rocket (RKT).
Reposted by Joe Weisenthal
@weisenthal.bsky.social I noticed that in all video Odd Lots, you are the one feeling unease taking to the camera for the outro in the end~ while @tracyalloway.bsky.social is very comfortable like a pro youtuber~~ haha
Why It's Still So Expensive to Build Homes in America | Odd Lots
YouTube video by Bloomberg Podcasts
youtu.be
October 27, 2025 at 3:42 PM
@weisenthal.bsky.social I noticed that in all video Odd Lots, you are the one feeling unease taking to the camera for the outro in the end~ while @tracyalloway.bsky.social is very comfortable like a pro youtuber~~ haha
Reposted by Joe Weisenthal
The main goal of the forces underpinning the right is to abolish the entire 20th Century. Not just revenge for electing a Black president. Not Woke, or "cutting taxes." The entire liberal state. Of course they would decide a bizarro multiterm FDR is the way to get that (h/t @weisenthal.bsky.social)
October 24, 2025 at 10:23 PM
The main goal of the forces underpinning the right is to abolish the entire 20th Century. Not just revenge for electing a Black president. Not Woke, or "cutting taxes." The entire liberal state. Of course they would decide a bizarro multiterm FDR is the way to get that (h/t @weisenthal.bsky.social)
Tremendous historical work from Nathan here. You should subscribe to Notes on the Crises.
NEW PIECE: I finally unveil the deep segregationist Georgia relationships of Fed Chair Bill Martin I dug up over the course of researching my (now set aside) book on the Federal Reserve: Picking Losers. Its a labyrinthine story so grab a coffee & Subscribe
www.crisesnotes.com/bombshell-19...
www.crisesnotes.com/bombshell-19...
BOMBSHELL: 1951-1970 Federal Reserve Chair Bill Martin Was a Committed Segregationist
This is a Premium piece of Notes on the Crises.
Federal Reserve governor Lisa Cook was born and raised in Milledgeville Georgia, about a 100 miles away from Atlanta. She also shares a birth year with...
www.crisesnotes.com
October 27, 2025 at 4:40 PM
Tremendous historical work from Nathan here. You should subscribe to Notes on the Crises.
Reposted by Joe Weisenthal
Braver than the Troops
Glad to have a safe haven like Bluesky sometimes. Have been getting harassed non-stop by bullies on Twitter for suggesting that so-called "adults" should grow up, and stop celebrating Halloween for two weeks straight.
October 20, 2025 at 7:06 PM
Braver than the Troops
Reposted by Joe Weisenthal
The greedy, gluttonous holiday is the perfect one for a nation of unserious and slow adults.
October 20, 2025 at 8:25 PM
The greedy, gluttonous holiday is the perfect one for a nation of unserious and slow adults.