The AI Model That Tanked the Stock Market
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of ...
28 Jan 202521min
How Oaktree's Howard Marks Spots a Market Bubble
The run-up in Big Tech stocks and all the hype over AI has put a bunch of investors on "bubble watch." One of those is Howard Marks, the co-founder and co-chair of Oaktree Capital Management. Howard i...
27 Jan 202553min
Why the Stock Market Might Be at Peak Concentration Risk
There's a lot of talk right now about concentration risk in US equities. For instance, the top 10 stocks in the S&P 500 currently account for 38% of the total index, compared to just 17.5% a decade ag...
24 Jan 202536min
How Companies Are Actually Spending Money on AI Now
In theory, all of this AI spending has to deliver some kind of return. Companies (or other end users) will have to get tangible value from its outputs in order to justify the billions spent on researc...
23 Jan 202543min
Introducing: Trumponomics
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to eco...
22 Jan 20251min
This Is What the Crypto Industry Actually Wants From Trump
We all know that the new Trump administration is likely to be more friendly to the crypto industry than the Biden administration was. And we know that the industry has generally been rather supportive...
20 Jan 202542min
Lots More with Lev Menand on the Eurodollar Market Now
Odd Lots has been exploring the history of the eurodollar market in a special three-part series hosted by Columbia Law School's Lev Menand and the New York Fed's Josh Younger. But why should we care a...
17 Jan 202534min
The Hidden History of Eurodollars, Part 3: Spinning Out of Control
In this special three-part series, Odd Lots is exploring the history of the eurodollar market. By the 1970s, eurodollars are hitting the headlines — and not in a good way. While this new form of money...
16 Jan 202537min
