Odd Lots
Bloomberg
7 episodes
This Is How New York City Takes Out Its Trash
9 Nov · 53 min
- New York City's containerization program starts in West Harlem in June 2025, reaches Brooklyn in fall 2026, and aims for full rollout by 2031.
- DSNY collects 24m pounds daily through the last free, unlimited municipal service.
The Macro Implications of the Blue Tsunami
6 Nov · 37 min
- Democrats win the House and Senate, which Skanda Amarnath says matters structurally because the Senate confirms Supreme Court and Fed appointees.
- Bank of America's Michael Hartnett warned a Democratic sweep could sink the S&P 500 10%, but the index rose about 1.5%.
James Bosworth on What Comes After Lula's Stunning Win
5 Nov · 32 min
- Prediction markets missed Lula da Silva's surprise win over Flavio Bolsonaro in Brazil, after pricing Bolsonaro as high as 87%.
- James Bosworth says Venezuela will not hold an election this year, with Marco Rubio pushing a July vote.
An Election Day Special With Nate Silver
3 Nov · 43 min
- Nate Silver expects Democrats to win the House and puts their Senate chances near 70%.
- Silver argues pollsters do not systematically overestimate Democrats, because the Trump-era misses vanish when Trump is not on the ballot.
The $300 Billion Structured Notes Market Is Booming
2 Nov · 52 min
- US SEC-registered structured note issuance is on track for about $300bn this year, up from $200bn last year.
- Worst-of autocallables tied to the S&P, Nasdaq and Russell are the fastest-growing segment, with Russell's rally knocking them out early.
PHP2Shell Won't Be the Last Big AI Cybersecurity Risk
30 Oct · 49 min
- Calif CEO Thai Duong argues AI currently helps attackers more than defenders, since attackers are always early adopters of new technology.
- Calif's team used OpenAI's Pass the Planet program to find PHP bugs similar to one Stefan Esser disclosed 22 years ago, after the PHP Foundation declined to fix a bug it had found two years earlier.
What Wall Street Really Thinks About the AI Trade Now
29 Oct · 41 min
- Alex Altmann says investors remain in denial about an AI bubble, while financing risk quietly builds beneath bullish consensus.
- Altmann says a Barclays survey found around 60% of investors expect AI financing to be a problem, and that neoclouds like CoreWeave and Cipher carry the riskiest funding profiles.