Everything in Markets Is Now Moving Incredibly Fast
The Odd Lots team, joined by returning guest Luke Kawa of Sherwood News, unpacks the current state of financial markets, describing them as unusually fast, narrow, and dominated by AI-driven momentum. Despite geopolitical tensions, inflation, and rising bond yields, markets remain resilie
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Luke Kawa
conversational on Odd Lots
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from Odd Lots
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Goldman's Hatzius and Snider on the Outlook for 2026
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
Gita Gopinath on Why Interest Rates Have Surged All Around the World
Lots More With Charlie McElligott on This Week's SaaSpocalypse
Related episodes
From other shows on similar topics.
AI corporate bonds are booming
Marketplace
The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky
Better Offline
A Field Guide to AI Market Freakouts
The AI Daily Brief: Artificial Intelligence News and Analysis
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
25-Year Old AI Hedge Fund Prodigy Wiped Out & Jersey Mike’s Goes Public
Morning Brew Daily
6/8/26: Chips Stocks Hammered, Trump Floats Gov Stake In AI Companies
Breaking Points with Krystal and Saagar
Get summaries like this every morning.
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.