It's the legend @lorcanrk.bsky.social on Odd Lots podcasts.apple.com/us/podcast/w...
Great piece from Nathan!
I'll try to get more in the habit!
Rare Joe Bluesky post 🚨🚨🚨
I think we're going to do a cheese-specific followup
Here's video of our chat with @lorcanrk.bsky.social and @javierblas.bsky.social www.youtube.com/watch?v=NLOE...
There are still a handful of tickets for our LIVE Odd Lots show in London on May 7th. Full list of guests will be announced shortly, but I heard a rumor that @lorcanrk.bsky.social will be making an appearance, so get one of the remaining tickets right now. events.bloombergevents.com/event/Odd_Lo...
This @tracyalloway.bsky.social @weisenthal.bsky.social episode w/ Brad Setser is absolutely great 👍!
This @tracyalloway.bsky.social @weisenthal.bsky.social interviewing @ziaddaoud.bsky.social is a fantastic episode 👍
Beyond ME, interesting to see how Asia reacting longer term, i.e., strategically
HELLO LONDON FRIENDS:
We're doing our first ever live Odd Lots in London on May 7.
We have some great guests TBA in the days ahead, but tickets are already selling, so you should get yours here right now. events.bloombergevents.com/event/Odd_Lo...
This is a great episode 👍. Oil and much much more
@tracyalloway.bsky.social @weisenthal.bsky.social with @javierblas.bsky.social
New bumpersticker idea
I think not enough non-runners are noticing that Chinese branded running shoes, bought on aliexpress or Taobao, are now the highest quality and lowest price. This should be a story on Odd Lots (@weisenthal.bsky.social).
Sports shoes aren't robot vacuum cleaners or whatever. They're culturally huge.
one silver lining is that we keep getting great pods from @weisenthal.bsky.social and @tracyalloway.bsky.social
this time with @gbrew24.bsky.social discussing why the US can’t easily find an off-ramp
NEW ODD LOTS:
Trump has walked into a "strategic trap" by going to war in Iran, and the energy fallout will be immense.
Our chat with the great @gbrew24.bsky.social out now podcasts.apple.com/us/podcast/g...
Bob is the best. Oil is getting all the attention right now, but the nat gas story may be the bigger one of our time for reasons going way beyond the events of the last few weeks.
Soft data now surging back toward stronger hard data of late. h/t @augurinfinity
The bezzle is shrinking. I’m curious to what extent the crypto crash is dragging down tech stocks as well.
this @tracyalloway.bsky.social @weisenthal.bsky.social Odd Lots piece with @heidirediker.bsky.social is fantastic
Interesting that Tracy mentioned about their Dan Wang
interview, necessity & central planning have some advantages. Biogas is another anecdote
I wrote about the crypto crash and why this is the worst crypto winter in the industry's history.
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