BusinessOdd Lots
Bridgewater Associates Managing Chief Investment Officer Greg Jensen joins Joe Weisenthal and Tracy Alloway to discuss the rapid acceleration of artificial intelligence, the existential and catastrophic risks posed by s…
- Greg Jensen runs two distinct investment engines at Bridgewater Associates: Pure Alpha, where human intuition guides algorithms, and AIA, an autonomous AI fund making independent… Read →
- Greg Jensen compares today's AI complacency to February 2020, when the world watched COVID-19 spread across China and Italy while markets and institutions pretended normal life wo… Read →
- Bridgewater Associates takes open-source AI models trailing the frontier by six to nine months and trains them on narrow tasks to outperform proprietary closed models. Read →
BusinessOdd Lots
Ivanhoe Mines founder and executive co-chairman Robert Friedland discusses the intensifying global copper supply deficit driven by AI data centers, military tech, and grid electrification. He explains the structural bar…
- A single query on ChatGPT-4 or Claude draws up to 30 times more electricity than a standard Google search, burning the equivalent of running a 100-watt light bulb for two to three… Read →
- Western financial analysts value mining assets with oil-and-gas Net Present Value (NPV) discount models, wiping out the paper value of deposits that produce for over a century. Read →
- Humanity mined 700 million metric tons of copper across 10,000 years. Sustaining 3% global GDP growth requires mining that same volume in the next 18 years alone. Read →
BusinessOdd Lots
Scott Glenn, Vice President of Asset Protection at The Home Depot, joins hosts Joe Weisenthal and Tracy Alloway to unpack the mechanics of modern organized retail crime (ORC) across big box stores and national supply ch…
- Home Depot asset protection teams now build 80% of criminal case files internally before handing them to prosecutors to secure warrants. Read →
- Organized retail crime operates as a disciplined, multi-layered supply chain rather than random, opportunistic shoplifting. Read →
- Steel warehouse racking turns large stores into giant Faraday cages, blocking passive RFID signals and forcing retailers to adopt costly active pinging tags. Read →
BusinessOdd Lots
Journalist and author Oliver Bullough joins Odd Lots to explore why physical currency in circulation—particularly the $100 bill—continues to hit record highs despite the shift toward digital payments. Bullough breaks do…
- The United States has $2.4 trillion of physical currency in circulation, and $100 bills make up roughly 85% of that entire supply. Read →
- Financial institutions spend an estimated $200 billion annually on anti-money laundering (AML) compliance, yet criminal transactions have held steady at 2% to 5% of global GDP sin… Read →
- The US government spends about 9 cents to manufacture a single $100 bill, pocketing a 99.91% profit margin on physical currency creation. Read →