Odd Lots — Podcast Ad Analysis
11 episodes analyzed
2 min ads · 3% of episode is ads
3.7 ads/episode
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday
PodSkip has analyzed 11 episodes of Odd Lots, averaging 3.7 ads per episode (3% of runtime).
How the 1994 World Cup Transformed the Business of Football Forever
Jun 25, 2026
The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial significance; the 1990 tournament in Italy, for…
Grace Shao on What the World Should Know About Chinese AI
Jun 22, 2026
China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese…
How Substack Creators Are Covering This Strange Markets Era
Jun 20, 2026
We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine…
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Jun 19, 2026
There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme questions about existential risk. Anthropic, which builds frontier…
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
Jun 18, 2026
Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a Permabear: The Perils of Long-Term Investing in a…
The Iran War’s Lasting Scars Across Asia
Jun 16, 2026
An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy…
Carmen Li's Plan to Build a Futures Market for Compute
Jun 15, 2026
When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of…
Anjney Midha's Plan to Radically Lower the Price of Compute
Jun 13, 2026
Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty…
How a Vibecoded Newsletter Is Making the Hay Market More Transparent
Jun 12, 2026
The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance —…
Why Tomatoes Are the Most Expensive They've Been in Four Decades
Jun 11, 2026
In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh…
How CoreWeave Sees the Market for Compute Right Now
Jun 08, 2026
When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But…
Why Susquehanna Is Building a Prediction Markets Business
Jun 06, 2026
Prediction markets that enable you to bet on pretty much everything are everywhere nowadays. But there's still a big question over whether they can expand to include larger institutional investors…
Inside Hudson River Trading's Blistering Token Burn
Jun 05, 2026
Today’s episode, which was recorded at our recent live show at New York’s City Winery, follows up on a conversation we had with Iain Dunning, head of AI at Hudson River Trading. Last year, we talked…
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI
Jun 04, 2026
There's a lot of debate about the future of AI — not just whether it will produce the returns investors are expecting, but also if AI will lead to mass worker displacement. Big banks are the perfect…
The Hidden Plumbing of Commodity Finance
Jun 01, 2026
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world…
How the Invention of Rope Gave Us Modern Civilization
May 30, 2026
Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting fibers around each other, the resulting…
Gita Gopinath on Why Interest Rates Have Surged All Around the World
May 29, 2026
There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first…
Brendan Greeley on the Real 500-Year History of the Dollar
May 28, 2026
We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who…
What It Takes to Run One of London's Most Popular Pubs
May 25, 2026
As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on…
Architect Norman Foster on Why the West Struggles to Build Big
May 23, 2026
Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can…
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
May 22, 2026
A short seller is a gumshoe who roots out a particular story about a specific company and brings it to light. And Fahmi Quadir, the founder and CIO of Safkhet Capital, has been labeled "The Assassin"…
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
May 21, 2026
Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58…
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
May 19, 2026
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This…
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
May 18, 2026
Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Price shocks and shortages are, if anything, the way…
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
May 16, 2026
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce…
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
May 15, 2026
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and gloom is, usually, only tenable for so long…
Martin Wolf on the 'Terrifying' Superpower That the US Wields
May 14, 2026
Last year, when we talked to Martin Wolf, the global order seemed like it was being upended after President Trump unveiled his sweeping tariffs against nearly every US trading partner. A lot has…
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
May 13, 2026
In 2006, then-Senator Ted Stevens coined an infamous term for how to understand the internet: It's a "series of tubes." The funny thing is, that's a fairly accurate description. Underneath the…
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
May 11, 2026
Ever since Covid, central banks around the world have had the same problem. They have tools that are designed to modulate demand, but so many challenges have involved the supply side of the economy…
Mariana Mazzucato Thinks We Need More Moonshots
May 08, 2026
Today's guest Mariana Mazzucato is one of our most requested. Mazzucato, a professor of economics at University College London and the founding director of its Institute for Innovation and Public…