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Odd Lots
≈ 2–3 a week
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Bloomberg show on niche corners of finance and the economy.

In the last 30 days, Odd Lots produced 133 attributed ideas; most-discussed: NVDA, AMD.

33
Ideas · 7d
133
Ideas · 30d
694
Ideas · all time
105
Episodes
Names this show discusses most
30D
NVDA · 1AMD · 1
90D
NVDA · 1AMD · 1

Theses first heard here · 20

Multi-year wait times for critical industrial equipmentFIRST HEARD 12 SEP
AI doom narrative as a regulatory moat playFIRST HEARD 11 SEP
Treasury buybacks aim to improve off-the-run liquidityFIRST HEARD 3 SEP
AI's primary impact: hiring cautionFIRST HEARD 31 AUG
Fed's reaction function distinct from forward guidanceFIRST HEARD 28 AUG
Latest attributed ideas · most recent first
19 OCTTODAYDon Wilson on the GPU Market's Trillion Dollar Question
GPU futures cut neocloud cost of capital
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19 OCTTODAYDon Wilson on the GPU Market's Trillion Dollar Question
GPU price volatility demands hedging instruments
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19 OCTTODAYDon Wilson on the GPU Market's Trillion Dollar Question
Token futures and the 'crunch spread'
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19 OCTTODAYDon Wilson on the GPU Market's Trillion Dollar Question
Open-source model ecosystem enriches compute market
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19 OCTTODAYDon Wilson on the GPU Market's Trillion Dollar Question
Perpetual futures democratize hard-to-borrow stock gains
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19 OCTTODAYDon Wilson on the GPU Market's Trillion Dollar Question
NVIDIA's dominance likely to erode but company grows
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Moby-Dick's post-WWI psychological relevance
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Minsky's behavioral economics as a crisis lens
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Roman concrete's self-healing properties rediscovered
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Digitization as a sleeping beauty discovery engine
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Cross-disciplinary pluralism uncovers ideas
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Cooperation as a driver of complexity
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Power structures restrain good ideas
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17 OCT2D AGODavid Byrne Explains How Forgotten Ideas Come Back to Life
Catastrophes as a catalyst for rediscovery
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16 OCT3D AGOThe French Political Crisis That's Turning Into a Debt Crisis
French political risk repriced on 2027 election
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16 OCT3D AGOThe French Political Crisis That's Turning Into a Debt Crisis
Wealth tax return inevitable for fiscal adjustment
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16 OCT3D AGOThe French Political Crisis That's Turning Into a Debt Crisis
Circuit breaker requires national fiscal consensus first
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16 OCT3D AGOThe French Political Crisis That's Turning Into a Debt Crisis
French banks not in a sovereign-bank doom loop
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16 OCT3D AGOThe French Political Crisis That's Turning Into a Debt Crisis
AI future necessitates taxing capital over labor
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Hyperliquid's vision to house all finance
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Hyperliquid as a step-function improvement over electronic markets
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Permissionless deployment democratizes market creation
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Hyperliquid as infrastructure, not disruptor
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
On-chain rails as a resilient foundation for regulated exchanges
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Oracle design and price discovery in derivative markets
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Hyperliquid's curated market listing via auction
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
On-chain transparency as a superior audit property
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Trust in protocol vs trust in market deployers
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Democratizing access to pre-IPO shares via perps
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15 OCT4D AGOJeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
24/7 perps as a solution to gatekept IPO wealth creation
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION