Odd Lots cover image

Odd Lots

Latest episodes

undefined
Jul 1, 2024 • 50min

The Theory That Explains Why Everyone Went Crazy

Author Dan Davies discusses the theory of how big systems make terrible decisions, leading to accountability sinks in society. The podcast explores cybernetics, system complexities, unforeseen consequences, and the industrialization of decision-making. It also touches on insurance solutions, accountability syncs, and decision-making processes in modern society.
undefined
Jun 28, 2024 • 24min

Lots More With Neil Dutta on a Looming Fed Policy Error

Top economist Neil Dutta warns of a possible Fed policy error due to delayed action on inflation concerns. Discusses risks of unemployment uptick, lack of upside inflation sources, and potential soft landing blow. Examines market performance, labor trends, and monetary policy adjustments.
undefined
Jun 27, 2024 • 48min

The American Entrepreneurs Who First Opened The Chinese Market

Elizabeth Ingleson, a professor at the London School of Economics, discusses the origins of US-China trade relations in the 1970s and how American entrepreneurs recognized China's potential as a manufacturing powerhouse. They overcame obstacles to reshape the global economy by tapping into abundant, low-cost labor in China.
undefined
Jun 24, 2024 • 46min

Why Tom Lee Thinks We Could See S&P 15,000 by 2030

Bullish stock market strategist Tom Lee predicts S&P 15,000 by 2030, discusses market trends, thematic portfolios, growth potential in tech industries, interest rates impact on stock valuations, and setting price targets. He explores the cultural significance of the number seven using BMW 7 Series.
undefined
Jun 21, 2024 • 55min

CoreWeave's CSO on the Business of Building AI Datacenters

Coreweave's CSO discusses the intricacies of building AI data centers, from energy sourcing to financing. They highlight custom server clusters, data center quality metrics, location considerations, and challenges in infrastructure and financing. The guest also delves into Riot Blockchain's transition to Bitcoin mining and the importance of building AI capabilities in the market.
undefined
Jun 20, 2024 • 50min

John Arnold on Why It's So Hard To Build Things in America

John Arnold, expert in infrastructure and development, discusses the challenges of building in America. He explores red tape, permitting issues, congestion pricing, and housing obstacles. Arnold Ventures works on policy solutions for domestic development, focusing on bipartisan support and innovative solutions. The podcast delves into historical context, policy implementation challenges, and the complexities of permitting reform in the US.
undefined
Jun 18, 2024 • 21min

Evolving Money: Money Without Borders (Sponsored Content)

Explore how cryptocurrencies could offer a borderless solution for international payments, revolutionizing the monetary system and providing economic freedom globally. Learn about the challenges of managing money across borders, the evolution of currency in the US, and the rise of stablecoins for financial inclusion and stability.
undefined
Jun 17, 2024 • 51min

The Big Trade Underneath the Strangely Calm Surface of the S&P 500

Delve into the dispersion trade strategy with insights from industry experts, explore market risks and events in the S&P 500, understand implied volatility and market correlations, discuss put buying trends, analyze market dynamics and volatility, and explore the relationship between bond market volatility and dispersion trade while delving into volatility products and AI sector implications.
undefined
Jun 14, 2024 • 43min

What a 'Degen' Crypto Trader Really Does All Day

Julian, a finance professional turned crypto trader, shares his day-to-day experiences in trading volatile cryptocurrencies. He discusses how he picks coins, analyzes them, and gets reliable information. Julian talks about the emotional rollercoaster of trading, from making huge profits to suffering significant losses. The episode explores the narratives and strategies in crypto trading, the demographics of traders, and insights from a 'Degen' trader.
undefined
Jun 13, 2024 • 45min

How Indonesia and China Cornered the Nickel Market

The podcast discusses Indonesia and China dominating the nickel market, accusations of flooding global markets, Western miners shutting down, and the impact on the green energy transition. They also talk about bullish calls on copper, general volatility in the metals space, and the collaboration between Indonesia and China in the nickel industry.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode