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Odd Lots

Tracy Alloway, Joe Weisenthal

At a Glance

Odd Lots is hosted by Tracy Alloway, Joe Weisenthal covering Geopolitics, Inflation, Data Centers, and Federal Reserve. Notable guests include Odd Lots, James Bosworth (Founder, Hexagon; Non-resident fellow, Stimson Center; Author, Latin America Risk Report), and Liz Reid (VP of Search, Google). Episodes span from Dec 2024 to Apr 2026.

19 episodes425 total claims12 topics covered

19 episodes

What's Actually Going On With Private Credit | Odd Lots
Apr 27, 2026
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Post-2008 regulations and a zero-interest-rate environment fueled the explosive growth of private credit, pushing risky lending out of banks and creating a market now larger than public high-yield ...
Neutral0 quotes0 findings
Private CreditCorporate CreditHigh-Yield BondsLeveraged Loans+11 more
Understanding the Most Viral Chart in Artificial Intelligence | Odd Lots
Apr 25, 2026
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Meter, a research nonprofit, has become the industry standard for benchmarking AI capabilities, particularly with its influential 'time horizon' charts. AI capabilities are progressing at an accele...
Neutral0 quotes0 findings
AI BenchmarkingMeterTime Horizon ChartsAI Capabilities+11 more
James Bosworth on the "Orange Wave" Happening Across Latin America | Odd Lots
Apr 24, 2026
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In a hypothetical second Trump administration, U.S. foreign policy has pivoted to focus intensely on the Western Hemisphere, moving beyond historical neglect to active intervention and economic pre...
Neutral0 quotes0 findings
Latin AmericaU.S. Foreign PolicyTrump AdministrationGeopolitics+19 more
Google's Liz Reid on Who Will Own Search in a World of AI | Odd Lots
Apr 23, 2026
Brad Jacobs on His Big Bet on Building Insulation | Odd Lots
Apr 22, 2026
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Apr 22, 2026
Jack McClendon on Why It's So Hard to Create a New American Oil Boom | Odd Lots
Apr 20, 2026
Brad Setser on the War in Iran and the Future of the US Dollar | Odd Lots
Apr 16, 2026
War in Iran Is Already Reshaping East Asia's Energy Future | Odd Lots
Apr 15, 2026
Ziad Daoud Explains How War with Iran Will Reshape the Gulf | Odd Lots
Apr 13, 2026
The Big Macro Force That's Been Driving Stocks Higher for Years | Odd Lots
Apr 12, 2026
How Shipping Insurance Really Works During a War | Odd Lots
Apr 10, 2026
Thomas Peterffy on IBKR's Plan to Professionalize Prediction Markets | Odd Lots
Apr 10, 2026
A16Z's David George on How Private and Public Markets Fused Into One | Odd Lots
Feb 20, 2026
Goldman's Hatzius and Snider on the Outlook for 2026 | Odd Lots
Dec 29, 2025
Dan Ivascyn Is Excited About a New Era in Fixed Income | Odd Lots
Dec 8, 2025
Why The World Started Hedging Its US Dollar Exposure | Odd Lots
Oct 23, 2025
Lots More With Skanda Amarnath on This Moment in Macro | Odd Lots
Aug 15, 2025
Goldman's Hatzius and Kostin on Markets and Macro in 2025 | Odd Lots
Dec 2, 2024

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Top Topics

Geopolitics5Inflation4Data Centers4Federal Reserve4Tariffs3Strait of Hormuz3Energy Security3Monetary Policy3Private Credit2High-Yield Bonds2Underwriting Standards2Software Engineering2