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Odd Lots
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
PHP2Shell Won't Be the Last Big AI Cybersecurity Risk
Odd Lots hosts Joe Weisenthal, Tracy Alloway and Tracy-adjacent guests Bruce Dang and Thai Duong of Calif discuss how AI is reshaping cybersecurity, using the PHP vulnerability PHP2Shell as a…
What Wall Street Really Thinks About the AI Trade Now
Alexander 'Alty' Altmann argues that the AI trade is in a denial phase: investor consensus stays bullish even as financing strains emerge, with only about 60% of investors in one survey flagging AI…
AI Agents Are Already Changing the Price of Goods
Lindsay Owens, executive director of the Groundwork Collaborative, argues that AI-driven pricing is moving US consumer markets toward personalized and opaque price discrimination.
James Robinson on What It Looks Like When a State is Failing
Economist James Robinson, co-author of work on extractive versus inclusive institutions, argues that a state's failure is rooted in how power and institutions are organized rather than in economic…
CME's Terry Duffy on the Disconcerting State of Finance Regulation
CME Group CEO Terry Duffy argues that US financial regulation has become disconcerting, with the CFTC and SEC circumventing acts of Congress through rules that a single executive order could erase.
Don Wilson on the GPU Market's Trillion Dollar Question
Don Wilson argues that the GPU market needs a futures market to hedge compute prices and residual value, since H100 and B200 rental prices have swung sharply in both directions, including a surge…
The French Political Crisis That's Turning Into a Debt Crisis
Shahin Vallée argues that the French political crisis is becoming a debt crisis because markets have shifted from fiscal news to political risk: centrists are losing ground in polls, and Marine Le…
Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Jeff Yan, founder of Hyperliquid, argues that an on-chain exchange can bring much of the financial industry onto a single global state, improving on fragmented electronic markets through…
What Everyone Gets Wrong About the Economic Problems in Europe
Dominik Leusder argues that the popular narrative of Europe steadily falling behind the US in productivity rests on flawed measurement, notably GDP-per-hour series that extrapolate from…
Why Treasuries Are 'Risky' Again
Odd Lots examines why US Treasuries have become riskier again, with economist Carolin Pflueger arguing that bonds now co-move positively with stocks, so rising yields often coincide with equity…
How Airlines Actually Hedge Higher Fuel Prices
David Kang explains how airlines hedge jet fuel costs and why the approach differs between carriers.