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Joe Weisenthal

@weisenthal.bsky.social

779 Following63.1k Followers

Cohost of The Odd Lots Podcast Singer and guitarist in Light Sweet Crude

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@weisenthal.bsky.socialMay 18, 2026, 1:23 PM Pinned

It's the legend @lorcanrk.bsky.social on Odd Lots podcasts.apple.com/us/podcast/w...

podcasts.apple.comWhy the Price of Oil, Beef, Electricity, and Everything Else Makes No SensePodcast Episode · Odd Lots · May 18 · 31m
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@weisenthal.bsky.socialJul 30, 2026, 7:33 PM

Great piece from Nathan!

NNathan Tankus@nathantankus.bsky.socialJul 30, 2026, 12:27 PM

NEW @crisesnotes.bsky.social PIECE: In this piece I critique a recent piece from @edzitron.com comparing the AI(LLM) boom to the "Subprime" Mortgage Crisis (and implicitly the GFC of 2007-2009). The ? is:"How big of a macrofinancial threat is the AI(LLM) Boom?" www.crisesnotes.com/sigh-no-ed-z...

crisesnotes.com*Sigh* No Ed Zitron, AI bond issuance is not AI’s "Subprime Mortgage Crisis”EDITORIAL NOTE: Given the importance of this issue, and in a desire to be fair when writing such a critical piece, I sent a draft of this article to Ed Zitron to review and give his response to. I've ...
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@weisenthal.bsky.socialMay 18, 2026, 5:59 PM

I'll try to get more in the habit!

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@bluser12.bsky.socialMay 18, 2026, 5:11 PMReposted by @weisenthal.bsky.social

Rare Joe Bluesky post 🚨🚨🚨

WJoe Weisenthal@weisenthal.bsky.socialMay 18, 2026, 5:09 PM

Here's video of our chat with @lorcanrk.bsky.social and @javierblas.bsky.social www.youtube.com/watch?v=NLOE...

youtube.comWhy the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense | Odd LotsYouTube video by Bloomberg Podcasts
@weisenthal.bsky.socialMay 18, 2026, 5:19 PM

I think we're going to do a cheese-specific followup

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@weisenthal.bsky.socialMay 18, 2026, 5:09 PM

Here's video of our chat with @lorcanrk.bsky.social and @javierblas.bsky.social www.youtube.com/watch?v=NLOE...

youtube.comWhy the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense | Odd LotsYouTube video by Bloomberg Podcasts
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@weisenthal.bsky.socialApr 21, 2026, 6:33 PM

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...

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@wboscoho.bsky.socialApr 16, 2026, 10:12 AMReposted by @weisenthal.bsky.social

This @tracyalloway.bsky.social @weisenthal.bsky.social episode w/ Brad Setser is absolutely great 👍!

podcasts.apple.com/us/podcast/o...

podcasts.apple.comBrad Setser on the War in Iran and the Future of the US DollarPodcast Episode · Odd Lots · April 16 · 52m
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@wboscoho.bsky.socialApr 13, 2026, 11:32 AMReposted by @weisenthal.bsky.social

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

podcasts.apple.com/us/podcast/o...

podcasts.apple.comZiad Daoud Explains How War with Iran Will Reshape the GulfPodcast Episode · Odd Lots · April 13 · 45m
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@weisenthal.bsky.socialApr 10, 2026, 12:53 PM

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...

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@wboscoho.bsky.socialApr 1, 2026, 10:15 AMReposted by @weisenthal.bsky.social

This is a great episode 👍. Oil and much much more

@tracyalloway.bsky.social @weisenthal.bsky.social with @javierblas.bsky.social

podcasts.apple.com/us/podcast/o...

podcasts.apple.comJavier Blas on Why Oil Could Go Much, Much HigherPodcast Episode · Odd Lots · April 1 · 41m
@weisenthal.bsky.socialMar 31, 2026, 7:36 PM

New bumpersticker idea

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?Unknown authorMar 24, 2026, 1:16 PMReposted by @weisenthal.bsky.social

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.

Ffraac@fraac.bsky.socialFeb 19, 2026, 3:34 PM

Chinese running shoes are now superior. #running m.youtube.com/watch?v=-irQ...

m.youtube.comThe Craziest Running Shoe I've Ever Tested. LI NING RED HARE 9 ULTRA First Run ReviewYouTube video by Yowana
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@ruoshuiresearch.bsky.socialMar 20, 2026, 12:42 PMReposted by @weisenthal.bsky.social

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

RRuo Shui@ruoshuiresearch.bsky.socialMar 10, 2026, 12:53 PM

@roryjohnston.bsky.social talks with @weisenthal.bsky.social and @tracyalloway.bsky.social about a certain sea passage

open.spotify.comRory Johnston on How Oil Could Surge to Over $200 a Barrel
open.spotify.comGreg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran
@weisenthal.bsky.socialMar 20, 2026, 2:28 PM

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...

podcasts.apple.comGreg Brew on Surging Energy and the 'Strategic Trap' of the War in IranPodcast Episode · Odd Lots · March 20 · 53m
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@weisenthal.bsky.socialMar 18, 2026, 12:41 PM

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.

WBosco@wboscoho.bsky.socialMar 18, 2026, 10:37 AM

this @tracyalloway.bsky.social @weisenthal.bsky.social talk to Bob Brackett is fantastic podcasts.apple.com/us/podcast/o...

podcasts.apple.comWar in Iran Is Redrawing the Map for Natural GasPodcast Episode · Odd Lots · March 18 · 45m
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@bobeunlimited.bsky.socialFeb 6, 2026, 6:13 PMReposted by @weisenthal.bsky.social

Soft data now surging back toward stronger hard data of late. h/t @augurinfinity

@jenonymous.bsky.socialFeb 5, 2026, 6:01 PMReposted by @weisenthal.bsky.social

The bezzle is shrinking. I’m curious to what extent the crypto crash is dragging down tech stocks as well.

@wboscoho.bsky.socialFeb 5, 2026, 11:43 AMReposted by @weisenthal.bsky.social

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

podcasts.apple.com/us/podcast/o...

@weisenthal.bsky.socialFeb 5, 2026, 5:43 PM

I wrote about the crypto crash and why this is the worst crypto winter in the industry's history.

Sub to the Odd Lots newsletter here www.bloomberg.com/account/news...

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