01 Jan 2026
34m

Tracy and Joe Answer All Your Questions

Podcast cover

Odd Lots

In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal answer a variety of questions submitted by their listeners, covering topics such as their standards for releasing episodes, book recommendations following Joe's reading of Moby Dick, the efficient market hypothesis, and the potential impact and value accrual of AI. They also discuss the narratives surrounding Bitcoin, market expectations for inflation, and the term premium in the yield curve, ending with a lighthearted discussion about Tracy's favorite Magic the Gathering card and what Magic card they would be.

Outlines

Part 1: Introduction, Books, and Market Theory

Part 2: AI, History, and Knowledge Retention

Part 3: Crypto, Macroeconomics, and Finance

Part 4: Personal Interests and Closing

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