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Lots More with Matt Levine on MicroStrategy's Infinite Money Machine
Everyone knows by now that MicroStrategy looks a lot like a giant Bitcoin ETF. Its founder, Michael Saylor, is a huge supporter of the cryptocurrency…
1 year, 2 months ago
Get Ready For Another Shock to Housing Affordability
One of the primary drivers of elevated inflation — and the high cost of living in general — is the price of shelter. Whether you're buying or renting…
1 year, 2 months ago
The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semic…
1 year, 2 months ago
How Oaktree's Howard Marks Spots a Market Bubble
The run-up in Big Tech stocks and all the hype over AI has put a bunch of investors on "bubble watch." One of those is Howard Marks, the co-founder a…
1 year, 2 months ago
Why the Stock Market Might Be at Peak Concentration Risk
There's a lot of talk right now about concentration risk in US equities. For instance, the top 10 stocks in the S&P 500 currently account for 38% of …
1 year, 2 months ago
How Companies Are Actually Spending Money on AI Now
In theory, all of this AI spending has to deliver some kind of return. Companies (or other end users) will have to get tangible value from its output…
1 year, 2 months ago
Introducing: Trumponomics
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To…
1 year, 2 months ago
This Is What the Crypto Industry Actually Wants From Trump
We all know that the new Trump administration is likely to be more friendly to the crypto industry than the Biden administration was. And we know tha…
1 year, 2 months ago
Lots More with Lev Menand on the Eurodollar Market Now
Odd Lots has been exploring the history of the eurodollar market in a special three-part series hosted by Columbia Law School's Lev Menand and the Ne…
1 year, 2 months ago
The Hidden History of Eurodollars, Part 3: Spinning Out of Control
In this special three-part series, Odd Lots is exploring the history of the eurodollar market. By the 1970s, eurodollars are hitting the headlines — …
1 year, 2 months ago