Joe Weisenthal
@weisenthal.bsky.social
Cohost of The Odd Lots Podcast
Singer and guitarist in Light Sweet Crude
Singer and guitarist in Light Sweet Crude
Pinned
Meet the Politician the AI Industry Is Trying to Stop
Podcast Episode · Odd Lots · 12/18/2025 · 47m
podcasts.apple.com
MEET THE POLITICIAN THE AI INDUSTRY WANTS TO STOP
On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
Reposted by Joe Weisenthal
I listened to @weisenthal.bsky.social (big fan) on the Vergecast and he claimed it is hard to distinguish prediction markets from things like futures contracts; I very much disagree! So I wrote this bergmayer.net/prediction-m...
Prediction Markets Are Gambling and Gambling Is Bad - information
Prediction markets are gambling. They should be regulated as gambling, which means, in my view, they should be mostly illegal. The argument that
bergmayer.net
December 17, 2025 at 2:14 PM
I listened to @weisenthal.bsky.social (big fan) on the Vergecast and he claimed it is hard to distinguish prediction markets from things like futures contracts; I very much disagree! So I wrote this bergmayer.net/prediction-m...
MEET THE POLITICIAN THE AI INDUSTRY WANTS TO STOP
On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
Meet the Politician the AI Industry Is Trying to Stop
Podcast Episode · Odd Lots · 12/18/2025 · 47m
podcasts.apple.com
December 18, 2025 at 6:03 PM
MEET THE POLITICIAN THE AI INDUSTRY WANTS TO STOP
On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
On the new episode we talk to NY Assemblyman Alex Bores about why a brand new pro-AI super PAC is trying to stop him from securing the nomination in the Democratic primary for New York's 12th Congressional District podcasts.apple.com/us/podcast/m...
Reminder to send us your Voicemails
Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
December 16, 2025 at 7:00 PM
Reminder to send us your Voicemails
I had a really fun time talking about prediction markets with David Pierce on The Vergecast www.youtube.com/watch?v=GDqM...
Everything is gambling now | The Vergecast
YouTube video by The Verge
www.youtube.com
December 16, 2025 at 7:00 PM
I had a really fun time talking about prediction markets with David Pierce on The Vergecast www.youtube.com/watch?v=GDqM...
Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
December 12, 2025 at 6:46 PM
Time for our annual call-in show! Send me and @tracyalloway.bsky.social a voicemail
This was such a blast!
It's the crossover you didn't even know you NEEDED - our friends @weisenthal.bsky.social and @tracyalloway.bsky.social of the Odd Lots podcast on today's new TCAF
YouTube:
www.youtube.com/watch?v=UhpU...
Spotify:
open.spotify.com/episode/2pXl...
Apple:
podcasts.apple.com/us/podcast/i...
YouTube:
www.youtube.com/watch?v=UhpU...
Spotify:
open.spotify.com/episode/2pXl...
Apple:
podcasts.apple.com/us/podcast/i...
December 12, 2025 at 5:04 PM
This was such a blast!
Reposted by Joe Weisenthal
I was bullish homebuilders in mid-2022 when the rulebook says you wait for rate cuts to buy housing, now I don't trust the equal-weight/bank stocks even though the rule book says chart breakouts + tax cuts + rate cuts is when to own them -- it's been an unusual, out of sync cycle.
December 12, 2025 at 3:25 PM
I was bullish homebuilders in mid-2022 when the rulebook says you wait for rate cuts to buy housing, now I don't trust the equal-weight/bank stocks even though the rule book says chart breakouts + tax cuts + rate cuts is when to own them -- it's been an unusual, out of sync cycle.
Reposted by Joe Weisenthal
Unrealistic beauty standards dominate social media and dating, but being hot is also career perk. I spoke with people who work 9 to 5s about how they feel the pressure to look young, have perfect smiles, and be thin in order to succeed. @businessinsider.com
www.businessinsider.com/getting-hot-...
www.businessinsider.com/getting-hot-...
Being hot is now a job requirement
The beauty tax for getting ahead at work is getting more expensive: 'I have to reverse age to stay here.'
www.businessinsider.com
December 3, 2025 at 7:51 PM
Unrealistic beauty standards dominate social media and dating, but being hot is also career perk. I spoke with people who work 9 to 5s about how they feel the pressure to look young, have perfect smiles, and be thin in order to succeed. @businessinsider.com
www.businessinsider.com/getting-hot-...
www.businessinsider.com/getting-hot-...
What a chart for silver
December 1, 2025 at 4:35 PM
What a chart for silver
Reposted by Joe Weisenthal
How have prediction markets shaped reporting? I'm in Dirt Magazine, alongside @weisenthal.bsky.social and Mickey Down www.magazine.dirt.fyi/p/the-signal... @princessdaisy.bsky.social
The Signal is the Noise
The politics of prediction markets.
www.magazine.dirt.fyi
November 26, 2025 at 9:40 PM
How have prediction markets shaped reporting? I'm in Dirt Magazine, alongside @weisenthal.bsky.social and Mickey Down www.magazine.dirt.fyi/p/the-signal... @princessdaisy.bsky.social
NEW ODD LOTS:
We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years.
podcasts.apple.com/us/podcast/t...
We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years.
podcasts.apple.com/us/podcast/t...
Travis Kavulla Explains Why Electric Bills Shot Up
Podcast Episode · Odd Lots · 12/01/2025 · 57m
podcasts.apple.com
December 1, 2025 at 3:41 PM
NEW ODD LOTS:
We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years.
podcasts.apple.com/us/podcast/t...
We speak with longtime utility industry veteran Travis Kavulla what's really caused electricity prices to spike over the last several years.
podcasts.apple.com/us/podcast/t...
*US NOV. CONSUMER CONFIDENCE 88.7; EST. 93.3
November 25, 2025 at 3:00 PM
*US NOV. CONSUMER CONFIDENCE 88.7; EST. 93.3
Ongoing demolition in Bitcoin
November 21, 2025 at 11:59 AM
Ongoing demolition in Bitcoin
MONETARY MALPRACTICE
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
November 19, 2025 at 4:12 PM
MONETARY MALPRACTICE
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates.
You can read the full thing here www.bloomberg.com/news/newslet...
Reposted by Joe Weisenthal
baby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers
thanks @bloomberg.com @weisenthal.bsky.social
thanks @bloomberg.com @weisenthal.bsky.social
The Politics of AI Are About to Explode
open.spotify.com
November 19, 2025 at 3:04 PM
baby’s first odd lots shoutouts today over my month long investigation into bipartisan opposition to data centers
thanks @bloomberg.com @weisenthal.bsky.social
thanks @bloomberg.com @weisenthal.bsky.social
THE POLITICS OF AI ARE ABOUT TO EXPLODE
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
The Politics of AI Are About to Explode
Podcast Episode · Odd Lots · 11/19/2025 · 45m
podcasts.apple.com
November 19, 2025 at 11:46 AM
THE POLITICS OF AI ARE ABOUT TO EXPLODE
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
We talk with @esaagar.bsky.social about how big tech may soon find itself friendless in DC, as basically all sides of the political spectrum are setting up to oppose AI in some way podcasts.apple.com/us/podcast/t...
Stocks are getting killed here
November 18, 2025 at 3:06 PM
Stocks are getting killed here
Here's a classic one. Anthropic is going to spend $30 billion on Azure.
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
November 18, 2025 at 3:05 PM
Here's a classic one. Anthropic is going to spend $30 billion on Azure.
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
November 14, 2025 at 7:23 PM
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
Reposted by Joe Weisenthal
No one leaving New York City because of Mamdani, say two top real estate CEOs
No one leaving New York City because of Mamdani, say two top real estate CEOs
New York City Mayor-elect Zohran Mamdani's democratic socialist views spark fears companies and capital will flee, but top real estate CEOs say it's not true.
cnb.cx
November 14, 2025 at 4:06 PM
No one leaving New York City because of Mamdani, say two top real estate CEOs
Reposted by Joe Weisenthal
From @tracyalloway.bsky.social AI CapEx is the Schrödinger's cat of capital markets to @weisenthal.bsky.social ‘now we gotta look at tech company CDS?’ to @pkedrosky.bsky.social this is a meta bubble … yeah, you’re going to have to listen to this one:
podcasts.apple.com/us/podcast/o...
podcasts.apple.com/us/podcast/o...
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Podcast Episode · Odd Lots · 11/14/2025 · 47m
podcasts.apple.com
November 14, 2025 at 3:44 PM
From @tracyalloway.bsky.social AI CapEx is the Schrödinger's cat of capital markets to @weisenthal.bsky.social ‘now we gotta look at tech company CDS?’ to @pkedrosky.bsky.social this is a meta bubble … yeah, you’re going to have to listen to this one:
podcasts.apple.com/us/podcast/o...
podcasts.apple.com/us/podcast/o...
Great playlist of instrumental country from Marissa
I can't write while listening to songs with lyrics so today's Don't Rock the Inbox subscriber playlist is instrumental country and roots tunes!
www.dontrocktheinbox.com/put-a-record...
www.dontrocktheinbox.com/put-a-record...
Put a Record On: An Instrumental Country Playlist for Writing (or whatever else you do)
As someone who listens to music all the time, and writes about music and musicians for a living, there is one curious time when I am extremely picky about what I listen to: when I am actually writing....
www.dontrocktheinbox.com
November 14, 2025 at 4:04 PM
Great playlist of instrumental country from Marissa
NEW ODD LOTS:
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Podcast Episode · Odd Lots · 11/14/2025 · 47m
podcasts.apple.com
November 14, 2025 at 1:53 PM
NEW ODD LOTS:
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Why AI is like every bubble in history rolled into one
We talked to Paul Kedrosky on the way AI combines tech, real estate, and exotic financing podcasts.apple.com/us/podcast/w...
Reposted by Joe Weisenthal
Every country used pep pills! There were so many amphetamines swirling around the Allies that college students in the 1940s regularly took them when cramming for exams
"Hitler's hordes have their shots-in-the-arm, their energizers, their pep pills!" I'm fascinated that this was widely enough known that you could put it in an ad.
From America, Nov 1942: Bread ad from Fleischmann's Yeast
«You can't beat the breadeaters! Bread is basic»
«You can't beat the breadeaters! Bread is basic»
November 13, 2025 at 7:38 PM
Every country used pep pills! There were so many amphetamines swirling around the Allies that college students in the 1940s regularly took them when cramming for exams