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Odd Lots
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Bloomberg show on niche corners of finance and the economy.

In the last 30 days, Odd Lots produced 145 attributed ideas; most-discussed: CART, AMZN, UBER.

39
Ideas · 7d
145
Ideas · 30d
731
Ideas · all time
111
Episodes
Names this show discusses most
30D
CART · 1AMZN · 1UBER · 1
90D
CART · 1AMZN · 1UBER · 1

Theses first heard here · 19

GPU futures cut neocloud cost of capitalFIRST HEARD 19 OCT
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
Latest attributed ideas · most recent first
26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
Algorithmic pricing subverts competition
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26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
Instacart's personalized pricing experiments
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDECARTOpen in Zortix →
26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
AI agents as a threat to Amazon's data moat
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
AI agents serve more expensive items
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26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
Fiduciary duty for AI agents proposed
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26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
Uber's shift to rider-driver price discrimination
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEUBEROpen in Zortix →
26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
Fixed price as a public good eroding
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26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
AI arms race as deadweight loss risk
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26 OCTYESTERDAYAI Agents Are Already Changing the Price of Goods
Airlines as pioneers of dynamic pricing
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24 OCT3D AGOHow a Chicago Restaurant Has Stayed Open For Nearly Three Decades
Independent fine dining's negative return
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24 OCT3D AGOHow a Chicago Restaurant Has Stayed Open For Nearly Three Decades
Wine sales drop hits restaurant profitability
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24 OCT3D AGOHow a Chicago Restaurant Has Stayed Open For Nearly Three Decades
Restaurant inflation hits labor and food costs hardest
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24 OCT3D AGOHow a Chicago Restaurant Has Stayed Open For Nearly Three Decades
Shared kitchens as an entrepreneurship engine
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23 OCT4D AGOThe Forgotten Godmother of Economic Literature
Comparative advantage tested by potato famine
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23 OCT4D AGOThe Forgotten Godmother of Economic Literature
Parallels between Industrial Revolution and AI era
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23 OCT4D AGOThe Forgotten Godmother of Economic Literature
Economic models are not physics, they break
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23 OCT4D AGOThe Forgotten Godmother of Economic Literature
Education as a tool for economic mobility in flux
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23 OCT4D AGOThe Forgotten Godmother of Economic Literature
Utility, not labor, as the basis of value
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
Market socialism as a technically possible model
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
Market socialism as a stable egalitarian model
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
Markets as an objective good under socialism
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
Benchmark wages to encourage the 'high road'
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
AI unlikely to solve socialist calculation problem
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
State shaping of behavior to reduce friction
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22 OCT5D AGOBhaskar Sunkara Thinks the Market Has a Place Under Socialism
Firm failure as a sign of economic health
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21 OCT6D AGOJames Robinson on What It Looks Like When a State is Failing
Institutions, not policies, drive economic success
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21 OCT6D AGOJames Robinson on What It Looks Like When a State is Failing
US not a failed state but faces inclusion failure
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21 OCT6D AGOJames Robinson on What It Looks Like When a State is Failing
China's extractive growth will derail
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21 OCT6D AGOJames Robinson on What It Looks Like When a State is Failing
US industrial policy needs serious strategy, not corruption
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21 OCT6D AGOJames Robinson on What It Looks Like When a State is Failing
Unions as pillars of inclusive institutions
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION