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(1189)

What the Russian Revolution Can Teach Us About Bond Bubbles

What the Russian Revolution Can Teach Us About Bond Bubbles

When talking government bond defaults, plenty of people think of Argentina and Greece. But the biggest sovereign debt default of all time was arguably Russia’s repudiation of debt in 1918, after the B...

13 Mai 201930min

Introducing: Business of Bees

Introducing: Business of Bees

These days about one in three bites of food you eat wouldn’t be possible without commercial bee pollination. And the economic value of insect pollination worldwide is estimated to be about $217 billio...

9 Mai 20192min

How A Poker Pro 'Reads' His Opponents

How A Poker Pro 'Reads' His Opponents

Whenever poker is depicted on a TV show or in a movie there's a lot of emphasis placed on the art and science of reading the physical cues that players give off accidentally when attempting to conceal...

6 Mai 201930min

What Will Crypto’s Market Structure Look Like?

What Will Crypto’s Market Structure Look Like?

Recently, the cryptocurrency exchange Binance delisted a Bitcoin offshoot, causing its price to fall. Crypto’s market structure is still in its early days, and the move raises questions around decentr...

29 Apr 201927min

The End of An Era for Odd Lots

The End of An Era for Odd Lots

No, no, don't worry, the Odd Lots podcast isn't coming to an end. But for actual odd lots -- trades of securities in unusually-sized increments -- it's the end of an era. Some major banks announced re...

22 Apr 201932min

Introducing "What Goes Up," A New Show From Bloomberg

Introducing "What Goes Up," A New Show From Bloomberg

On this new show from Bloomberg, hosts Mike Regan and Sarah Ponczek speak with expert guests each week about the main themes influencing global markets. They explore everything from stocks to bonds to...

17 Apr 20191min

Why Foreign Investors Cooled On U.S. Debt

Why Foreign Investors Cooled On U.S. Debt

There's something wrong with prices in funding and bond markets, according to this week's Odd Lots guest. Zoltan Pozsar is a former adviser to the U.S. Treasury turned strategist at Credit Suisse. He ...

15 Apr 201939min

MMT And Emerging Markets

MMT And Emerging Markets

In discussions about Modern Monetary Theory (MMT) you often hear that while it may be true that the U.S. has the space to expand its deficits significantly, that it doesn't apply to emerging markets. ...

8 Apr 201938min

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