Joe Weisenthal @TheStalwart
One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude. bloomberg.com/OddLots New York City Joined March 2008-
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Fun talking with @tracyalloway @TheStalwart about global distribution of AI talent @MacroPoloChina bloomberg.com/news/articles/…
I have long yearned for this so I made it exist — a market for whether @OddLots1 will have “the perfect guest” on in the coming week. (On @ManifoldMarkets) @tracyalloway @TheStalwart manifold.markets/DaveGuarino/wi…
🤖 "ChatGPT of Robotics is coming" New with me on Bloomberg 'Odd Lots' riffing with the funny + brilliant must-listen duo @tracyalloway + @TheStalwart Spotify: open.spotify.com/show/1te7oSFyR… Apple: podcasts.apple.com/us/podcast/odd…
NEW ODD LOTS @TheStalwart & I speak to Lux Capital’s @wolfejosh about when we’re gonna see a ChatGPT moment of robotics, and what excites him in AI and tech right now. bloomberg.com/news/articles/…
@TheStalwart While they aren’t at the standard of a leader like BYD, its EV lineup is ahead of most incumbent foreign MNCs including Toyota and Honda. They have set a target to phase out ICE production by the end of next year and focus only on NEVs.
@TheStalwart Changan was the smallest of the “Big 4” SOE automakers, representing Chongqing. SAIC (Shanghai), Dongfeng (Wuhan) and FAW (Jilin) But they’ve been the second-most aggressive expanding overseas after SAIC:
@TheStalwart Changan was the smallest of the “Big 4” SOE automakers, representing Chongqing. SAIC (Shanghai), Dongfeng (Wuhan) and FAW (Jilin) But they’ve been the second-most aggressive expanding overseas after SAIC:
@TheStalwart Have you heard of Ford? en.wikipedia.org/wiki/Changan_F…
spent all day mixing new light sweet crude tracks, would any of you be interested in buying a 7" down the line
actually got odd lots pilled and registered for this with a few friends (none of us work in packaging) packplussouth.in
For life out here @TheStalwart @tracyalloway
For those not following climate stuff closely, this figure says more than a thousand words. It is electricity supply in CA last Tuesday. Notice how batteries are at 6GW for several hours in the evening. This is about twice as much as last year. Things are changing fast.
@TheStalwart @tracyalloway @NNNIncome Yesterday we had our transformer delivered for a 235-unit project in Downtown LA and it was an absolutely huge milestone.
@TheStalwart @tracyalloway @NNNIncome Yesterday we had our transformer delivered for a 235-unit project in Downtown LA and it was an absolutely huge milestone.
The diagram for my building that @TheStalwart & @tracyalloway and I talked through
If you haven’t give this a listen yet, check it out. There is a major problem going on in the electrical components for new buildings world. In the last few weeks I have heard from hundreds of people about their individual problem of not being able to timely source a component…
If you haven’t give this a listen yet, check it out. There is a major problem going on in the electrical components for new buildings world. In the last few weeks I have heard from hundreds of people about their individual problem of not being able to timely source a component…
If you ever want to see a developer tear up show them switch gear arriving on time.
This is known as the Fisher Price Theory.
There was a time when Germany seemed poised to dominate solar manufacturing. Yet it was Chinese solar firms who imported German equipment to make solar cells and modules to then export back to Germany's booming market. What happened? My latest piece: high-capacity.com/p/chinese-sola…
Conor Sen @conorsen
92K Followers 296 Following Columnist for @opinion. Founder of Peachtree Creek Investments. Sun Belt/monoculture enthusiast. The future is a policy choice.Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New YorkQuantian @quantian1
70K Followers 522 Following No longer the world's prëeminent expert in getting margin calledBarry Ritholtz @Ritholtz
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191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New YorkQuantian @quantian1
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i've literally never won anything in life (besides college admission if that counts?) so just being included as a finalist in this is a pretty sweet W congrats to all the other finalists. scroll through, some fantastic work listed.
Congratulations to the 2024 national reporting finalists! Check out the emerging talent. 👍 loom.ly/UI6ajKg The Livingston Awards honor young and talented reporters, giving them national recognition and new opportunities. #uofm #livingstonawards #journalismmatters
Asset management is a tough gig...I know....but the fundamental guys typically have a tough going...but they are humble about it....the most insufferable ones are the quants...they think they have gotten the keys to the kingdom...becausethey know correlation...when they have no…
horiatiki w hot peppers, happy lunchtime
Greek salad is a fruit salad with onions. i’m not allowed in the house now
I had texted a half-dozen sources over the past couple days. Starting abt 45m ago they're all getting back to me. New York real estate is back in business🥖
They're running out of orbs!!! semafor.com/article/04/24/…
Cocktail posting is back. This time, we’ve got a Pimms cup: (Pimms, Greenhook Gin, sparkling lemonade, cucumber slice, strawberry half)
The Atlantic is publishing several of my essays (with a new introduction) in a book this fall! On the Housing Crisis: Land, Development, Democracy will hit the shelves just in time for you to argue with your various relatives over the holidays.
Wanna get your recipe in the New York Times? Take something everyone eats and add miso or gochujang
Your boyfriend while saying the 44.6% capital-gains tax is a bad idea though it won’t personally affect him
Damn… my foot pain went away mostly but has been replaced by knee pain, shit sucks
@mbrand657 @TheStalwart @tracyalloway Awaiting my invite!
every day i learn about some new climate center or program at stanford
Hard to think of a more disastrous public policy than this one — a bad idea executed terribly
Bombshell documents obtained by @RosalindZAdams show NY taxpayers will be on the hook when state-licensed cannabis retailers fail, an inevitability given wildly unrealistic sales projections. thecity.nyc/2024/04/24/can…
People confused about what happened to META should realize that the present value of all future discounted cashflows just decreased 16% today.
@anuatluru I want friends like @TheStalwart and @tracyalloway please and discuss the pros and cons of urban and suburban living.
good recent happenings in my life: - bought a sundress - secured tickets to see Caitlin Clark go up against the Mystics - wrote my first PK blog post about industry’s favorite bogeyman, ~rate regulation~, ahead of the FCC vote to reclassify ISPs as Title II common carriers
The @FCC is scheduled to vote on its draft Order at tomorrow's Open Meeting — but some elements still need clarification to ensure the Order won't undermine the agency's own objectives. Read the latest from @NatPurser: publicknowledge.org/how-the-fcc-ca…