Citi's Dirk Willer on How You Know When the Bubble Is Over
According to Dirk Willer, the Global Head of Macro Strategy at Citigroup, we are definitely in bubble territory. Per his research, the stock market has been in a bubble since May. Unlike many people, ...
15 Nov 202539min
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
In recent weeks, there's been renewed anxiety about the sustainability of the AI boom. This is partly due to comments from OpenAI CFO Sarah Friar about a possible role for a government backstop in the...
14 Nov 202547min
Cliff Asness on How Markets Got Dumber in the Last 10 Years
The Odd Lots podcast has been around for 10 years. Unfortunately, markets have gotten less rational over the same time frame. At least this is the contention of Cliff Asness, the co-founder and CEO of...
13 Nov 202557min
Jerry Neumann on the Problem With Investing in AI Right Now
AI has made a lot of people fabulously wealthy. But sorry, it's probably not going to be the thing that makes you rich. And if history is any guide, we don't even know who the real AI winners are goin...
12 Nov 202548min
How Chinese Real Estate Became the Biggest Bubble in History
Land is a weird asset. We need it to be affordable because everyone needs somewhere to live. But for many people, real estate is also their biggest store of wealth — a kind of national piggybank that ...
10 Nov 202547min
The Viral Milk That Helped Set Off America's Protein Boom
Protein seems to be everywhere these days, with brands from Starbucks to Pepsi jumping on the trend. But the obsession with protein may have started earlier — with a humble dairy product that defied t...
8 Nov 202543min
Lots More on the Worsening State of the US Labor Market
If the government were open, we'd be getting a jobs report today. But as it is, we're in this blackout of official economic data. That's unfortunate, because the economy is already in a very confusing...
7 Nov 202521min
Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet
The news business isn't a great one these days. At least for a lot of legacy outlets (newspapers, cable networks, print magazines etc.), the Internet has obliterated their business model. And now AI i...
6 Nov 202539min
