Co-host of the Odd Lots podcast.

New York City
Joined March 2008
NEW ODD LOTS: @tracyalloway and I talked to @matthuang, the co-founder of the VC firm paradigm, which just raised the biggest crypto fund ever. We discuss their vision, strategy, and efforts to differentiate themselves from other investors in the space. bloomberg.com/news/articles/…
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Joe Weisenthal retweeted
Quotes from doctors in South Africa, where Omicron is spreading very, very fast bloomberg.com/news/articles/… - "We are seeing a lot of reinfections." - "We are seeing breakthroughs, but the infections we’re seeing are very mild to moderate." - “It’s early, but I’m less panicked."
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Joe Weisenthal retweeted
Poll: Which will perform better over the next five years:
44% Bitcoin
56% Gold
646 votes • Final results
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Gm
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Less than a 1% loss in the end for the S&P 500 bloomberg.com/news/articles/…
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Joe Weisenthal retweeted
If you go back to the end of February 2020 $QQQ is now outperforming $ZM $DOCU and $PTON Thanks for playing
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Goldman's basket of non-profitable tech just posted the worst week since March 2020
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Joe Weisenthal retweeted
Shipping container lines are profiting like crazy off of supply chain chaos. In 2021, the industry is forecast to make $150 billion. In 2020, it brought in $25.4 billion. You do the math there. fortune.com/2021/12/03/shipp…
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Joe Weisenthal retweeted
I guess treasuries are still a safe asset. Who knew?
everyone is stampeding into 10-year Treasuries so they can sleep well this weekend
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Bitcoin is up 165% since late December 2017. Very respectable returns in just under 4 years.
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The long bond is going wild today. 30-year yield fell almost all the way to 1.7%.
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Something strange has been happening beneath the surface of the S&P 500. Star stocks that were beloved by retail and hedge fund investors are getting slammed, with some saying the price action and factor crush is reminiscent of the quant crisis of 2007. bloomberg.com/news/articles/…
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Joe Weisenthal retweeted
I wrote an essay for @Gawker in which I try to answer the question: why do I love The Grateful Dead so much? gawker.com/culture/big-steve…
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Who was the guy who wrote the book explaining why banks in authoritarian countries trade at lower valuations, because the government can’t credibly commit to not expropriating their assets in the future.
$BABA now trading at 10x ‘23 earnings owned by the Chinese government
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Joe Weisenthal retweeted
at what price point does lumber trigger a third @LumberTrading Odd Lots podcast appearance?
We're amid another run on lumber 👀 Framing lumber prices are up over 100% since August fortune.com/2021/12/02/lumbe…
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It's honestly pretty incredible the degree to which crypto lines up with the overall market these days. Just a totally institutionalized asset class now. Here's Ethereum and NASDAQ-100 futures
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If you want something going in the other direction, how about some good old fashioned Treasuries?
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