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Dan Wertman
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

BlackRock's Rob Goldstein on the Next Megatrends in Finance

This Is What It Takes to Get a Data Center Financed

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One

Inside Hudson River Trading's Blistering Token Burn

Blackstone's Michael Zawadzki on How Private Credit Got so Big

Jerry Neumann on the Problem With Investing in AI Right Now
From other shows on similar topics.

The Enshittifinancial Crisis: Part Two
Better Offline

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
All-In with Chamath, Jason, Sacks & Friedberg

The great decoupling
Marketplace

Is There an A.I. Bubble? And What if It Pops?
The Daily

Hot I.P.O Summer + What Is A.I. Doing to Math? + HatGPT
Hard Fork

Schrödinger’s Apocalypse
The AI Daily Brief: Artificial Intelligence News and Analysis
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