Odd Lots

Branko Milanovic on What Comes After Globalization

It's pretty obvious by now that globalization has fallen out of favor. And while many pundits have deemed economic globalism dead, we are still figuring out what to call this new era. Branko Milanovic...

2026-07-27

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How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This co...

2026-07-26

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How Franchise Restaurants Opened the Door to the Gig Economy

When the fast food industry began booming in the 1950s, it did so via a new business model known as the franchise. This model allowed independent operators to license trademarks from a business like M...

2026-07-24

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Why Apple Is Heading Into a Pivotal Moment

There used to be a time when the latest product release from Apple was a huge deal. But lately, it's been kind of 'meh,' and a lot of the hype in the tech world has been directed at companies doing th...

2026-07-23

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The Creator of Claude Code on The Hottest Piece of Software in the World

2026 has been, in terms of software, the year everyone is talking about Claude Code. Indeed, Anthropic's coding agent incited a market scare — and helped usher in the era of vibe coding — ...

2026-07-20

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Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Last August, President Trump made the unprecedented choice of moving to fire Fed governor Lisa Cook. The administration claimed she was being terminated with cause, citing an ongoing investigation in ...

2026-07-17

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Why Soccer Analytics Works Like Volatility Arbitrage Trading

American sports fans have long been comfortable talking in the language of stats and analytics. Soccer embraced the 'moneyball' revolution later; the sport was once perceived as too complex to model a...

2026-07-16

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NY Governor Kathy Hochul on Her One Year Data Center Moratorium

On July 14, New York Governor Kathy Hochul announced a one-year moratorium on new large data center projects in the state. It's the nation's first such pause at a time when anti-data center politics i...

2026-07-15

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Why AI Might Actually Create More Work for Lawyers

It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through dat...

2026-07-13

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The Korean Levered ETFs Shaking Markets All Around the World

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad ...

2026-07-10

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One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big ques...

2026-07-09

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These Are the Sharps Actually Making Money on Prediction Markets

Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you ...

2026-07-06

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How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their US Chief Commercial Officer Scott Patton, Aldi ha...

2026-07-03

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What Dan Wang Saw on His Last Trip to China

There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material prosperity is undeniable. And of course, Chinese in...

2026-07-02

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Baidu's CFO on How It Became a Full-Stack AI Player

In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its sel...

2026-06-29

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How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. S...

2026-06-27

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Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right

The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why ...

2026-06-26

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How the 1994 World Cup Transformed the Business of Football Forever

The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial significance; the 1990 tournament in Italy, for ins...

2026-06-25

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Grace Shao on What the World Should Know About Chinese AI

China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese co...

2026-06-22

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How Substack Creators Are Covering This Strange Markets Era

We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine S...

2026-06-20

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