Podcast Episodes
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Ray Dalio on the Five Forces That Make This a Historical Moment
You're not imagining it. This really is a moment of tremendous historical change. Various forces are all aligned right now and reshaping how the worl…
4 months, 2 weeks ago
Risky Business Preview
Here’s a preview of another podcast we enjoy, Risky Business with Nate Silver and Maria
Konnikova. Risky Business is a weekly podcast about making bet…
4 months, 2 weeks ago
Why America's Cattle Ranchers Keep Getting Squeezed
The country's cattle herd has shrunk to its smallest size in decades and beef prices have been soaring this year, with hamburgers and steaks becoming…
4 months, 2 weeks ago
What Susan Collins Wants to See Before Supporting Another Rate Cut
In early November, it looked like almost a sure thing that the Federal Reserve would cut rates. Since then, the odds have come in dramatically, as a …
4 months, 2 weeks ago
Tyler Cowen on Why AI Hasn't Changed the World Yet
In many respects, AI technology is already mind-blowing, and can perform many tasks far better than the average person. And yet by and large, its imp…
4 months, 2 weeks ago
The Politics of AI Are About to Explode
AI wasn't much of a topic in the 2024 election. But it will almost certainly be big in 2028, and probably even the 2026 midterms. There are concerns …
4 months, 3 weeks ago
Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued
Stocks are overpriced. Bonds are overpriced. And private assets are a powder keg. This is the view of Jeffrey Gundlach, the founder and CEO of Double…
4 months, 3 weeks ago
Citi's Dirk Willer on How You Know When the Bubble Is Over
According to Dirk Willer, the Global Head of Macro Strategy at Citigroup, we are definitely in bubble territory. Per his research, the stock market h…
4 months, 3 weeks ago
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
In recent weeks, there's been renewed anxiety about the sustainability of the AI boom. This is partly due to comments from OpenAI CFO Sarah Friar abo…
4 months, 3 weeks ago
Cliff Asness on How Markets Got Dumber in the Last 10 Years
The Odd Lots podcast has been around for 10 years. Unfortunately, markets have gotten less rational over the same time frame. At least this is the co…
4 months, 3 weeks ago