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Odd Lots

Joe Weisenthal, Tracy Alloway

Summary

Odd Lots is hosted by Joe Weisenthal, Tracy Alloway covering Geopolitics, Strait of Hormuz, Inflation, and Data Centers. Notable guests include Jeremy Mallitz (Head of Prediction Markets, Susquehanna International Group), Ian Dunning (Head of AI, Hudson River Trading), David Solomon (CEO and Chairman, Goldman Sachs), and Louis Hart (Head of Corporate Advisory and Banking, Brown Brothers Harriman). Episodes span from Dec 2024 to Jun 2026.

43episodes
941total claims
12topics covered
43 episodes
Why Susquehanna Is Building a Prediction Market Business
Jun 6, 2026 · WITH Odd Lots

Susquehanna International Group (SIG) is a primary market maker in prediction markets, aiming to bootstrap institutional-level liquidity in a currently retail-dominated space. SIG's strategy involv...

Prediction MarketsMarket MakingLiquidity ProvisionInstitutional Trading+11 more
Inside Hudson River Trading's Blistering Token Burn
Jun 5, 2026 · WITH Odd Lots

The primary bottleneck for scaling AI in 2024 is the scarcity of powered data center capacity, not the availability of GPUs like NVIDIA's Blackwell. Quantitative trading firms like Hudson River Tra...

AI in FinanceQuantitative TradingHigh-Frequency Trading (HFT)GPU Scarcity+13 more
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI
Jun 4, 2026 · WITH David Solomon, Odd Lots

Goldman Sachs CEO David Solomon is bullish on AI's potential to drive significant productivity gains in large enterprises, dismissing fears of a 'job apocalypse' and mass unemployment. Solomon argu...

AI & ProductivityFuture of WorkInvestment BankingGoldman Sachs (GS)+11 more
The Hidden Plumbing of Commodity Finance
Jun 1, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
May 26, 2026
Architect Norman Foster on Why the West Struggles to Build Big
May 26, 2026
What It Takes to Run One of London's Most Popular Pubs
May 25, 2026
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
May 22, 2026
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
May 19, 2026
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
May 18, 2026
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
May 16, 2026
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
May 15, 2026
Martin Wolf on the 'Terrifying' Superpower That the US Wields
May 14, 2026
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
May 13, 2026
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
May 13, 2026
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Side Shocks
May 11, 2026
Mariana Mazzucato Thinks We Need More Moonshots
May 8, 2026
How an American City Can Become a Manufacturing Hub
May 7, 2026
How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis
May 4, 2026
Inside the Booming Market for Dinosaur Fossils
May 2, 2026
How Taiwan Became the World's Most Perilous Geopolitical Chokepoint
May 1, 2026
BlackRock's Rob Goldstein on the Next Megatrends in Finance
Apr 30, 2026
Understanding the Most Viral Chart in Artificial Intelligence
Apr 27, 2026
What's Actually Going On With Private Credit
Apr 27, 2026
Understanding the Most Viral Chart in Artificial Intelligence
Apr 25, 2026
James Bosworth on the "Orange Wave" Happening Across Latin America
Apr 24, 2026
Google's Liz Reid on Who Will Own Search in a World of AI
Apr 23, 2026
Brad Jacobs on His Big Bet on Building Insulation
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
Apr 20, 2026
Planet Money Turned Everyday Annoyances Into an Economics Book
Apr 17, 2026
Brad Setser on the War in Iran and the Future of the US Dollar
Apr 16, 2026
War in Iran Is Already Reshaping East Asia's Energy Future
Apr 15, 2026
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
Apr 13, 2026
The Big Macro Force That's Been Driving Stocks Higher for Years
Apr 12, 2026
How Shipping Insurance Really Works During a War
Apr 10, 2026
Thomas Peterffy on IBKR's Plan to Professionalize Prediction Markets
Apr 10, 2026
A16Z's David George on How Private and Public Markets Fused Into One
Feb 20, 2026
Goldman's Hatzius and Snider on the Outlook for 2026
Dec 29, 2025
Dan Ivascyn Is Excited About a New Era in Fixed Income
Dec 8, 2025
Why The World Started Hedging Its US Dollar Exposure
Oct 23, 2025
Lots More With Skanda Amarnath on This Moment in Macro
Aug 15, 2025
Goldman's Hatzius and Kostin on Markets and Macro in 2025
Dec 2, 2024

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