San Francisco's New Mayor on Homelessness, Unaffordability, and AI
Odd Lots3 Nov 2025

San Francisco's New Mayor on Homelessness, Unaffordability, and AI

New York City is about to elect a new mayor, and whoever it is will have to address growing challenges like unaffordability, homelessness, and other basic quality-of-life challenges. Very few of these challenges are distinct to NYC. San Francisco, in particular, has also faced this weird tension, where it's incredibly dynamic and wealthy, and also famous for its obvious symptoms of dysfunction. The city is one year into the new Daniel Lurie administration, and many of the quality-of-life statistics have been improving (which is the case in other cities as well). The city is ground zero for the world's AI industry, which is heavily concentrated in SF, rather than the Bay Area writ large. So we spoke with Lurie about his approach to city management, what he's learned in his first year on the job, his vision for improving zoning, and what, if any, advice he'd offer to the next NYC mayor.

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Episoder(1185)

Huw van Steenis On What Central Banks Will Do Next

Huw van Steenis On What Central Banks Will Do Next

Last month, central bankers gathered at the annual Economic Symposium in Jackson Hole, Wyoming. A lot of the talk was about the limits of monetary policy when it comes to boosting economic growth and ...

9 Sep 201932min

Why Value Investing Has Been Doing Terribly

Why Value Investing Has Been Doing Terribly

One of the oldest, most basic strategies in investing is value investing, which, for lack of a better way to put it, means "buy stocks that are cheap." Value investing, a style associated with Warren ...

2 Sep 201938min

Introducing Prognosis Season 3: Superbugs

Introducing Prognosis Season 3: Superbugs

On this new season of Prognosis, we look at the spread of infections that are resistant to antimicrobial medicines. You're probably more likely to have heard of these as superbugs. Their rise has been...

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How to Forecast the Future

How to Forecast the Future

Every day, people are bombarded with predictions of what will happen in the future. In recent months, talk of 'inflection points' in the markets has heated up, and the possibility of the U.S. economic...

26 Aug 201939min

John Hempton on What's Ailing Bank Stocks

John Hempton on What's Ailing Bank Stocks

We live in a world of generally expensive stock markets and bank equities trading at 30-year lows. So says John Hempton, co-founder of hedge fund Bronte Capital and a former bank analyst, who also cal...

19 Aug 201949min

What Negative Interest Rates Mean for the World

What Negative Interest Rates Mean for the World

The amount of negative-yielding debt keeps climbing and now includes bonds issued by emerging market countries and some junk-rated companies. On this week's episode, we talk to Viktor Shvets, Macquari...

12 Aug 201937min

How Science Fiction Explains the U.S.-China Trade War

How Science Fiction Explains the U.S.-China Trade War

It's no secret that a lot of the trade tensions between the U.S. and China have centered on technology, and China has accused the U.S. of trying to stymie its economic development by suppressing its t...

5 Aug 201934min

Here's How People Are Using Cryptocurrency in Venezuela

Here's How People Are Using Cryptocurrency in Venezuela

Last month, Facebook announced it was launching its own cryptocurrency called Libra. Facebook says Libra is going to have all sorts of benefits, including helping people without traditional bank accou...

29 Jul 201944min

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