Bloomberg

I'm now at Bloomberg, where I'll be hosting a new TV show, and covering the markets on the web.

Editor

Business Insider

I cover markets, finance, and economics for Business Insider. I also edit lots of other stuff on the site.

Executive Editor

Techdirt

Analyst

I am the co-host of What'd You Miss on BloombergTV, and an editor at Bloomberg

Loved chatting with the great Steven Eisman about infrastructure, nearshoring, AI, datacenters, electricity demand, and also his theory about why Spiderman is Jewish 

Joe Weisenthal

bloomberg.com • 1 min read

Steve Eisman on the Three Big Macro Stories of Our Time

New episode of the podcast with Cargado founder Matt Silver about what's driving US-Mexico trade

Why a Former Freight Broker Is Making a Major Bet on Mexico

New Odd Lots with NYU Stern Finance Professor Arpit Gupta on why it's still too early to say the coast is clear when it comes to the CRE urban doom loop

Why the CRE Urban Doom Loop May Still Be Coming

Fantastic new Odd Lots with Hal Lawton the CEO of Tractor Supply Company on the retailer's incredible winning streak and how it escaped the post-Covid curse

Tractor Supply's CEO on How It Escaped the Post-Pandemic Curse

Subscribe to the Odd Lots newsletter here. Tracy Alloway and I wrote about our conversations this week with Steven Eisman and Savita Subramanian and the way some industries go from exhibiting cyclical characteristics to secular ones

Odd Lots Newsletter: It's the Long Boom

We had a great chat with Savita Subramanian, the head of US Equity and Quantitative strategy at Bank of America about why she believes stocks can keep going higher from here. Check out the transcript

bloomberg.com • 2 min read

Why the Stock Market Rally May Have Even Further to Go

Love catching up with Chris Hatch. We talked about America's switchgear crisis

Lots More on America's Electrical Components Crisis

On the new Odd Lots we talked to Brian Janous, co-founder of Cloverleaf Infrastructure about how electric utilities will handle booming demand from AI datacenters

How Electric Utilities Will Handle Booming AI Datacenter Demand

BTW. Tracy Alloway and I write a newsletter that comes out every Friday. You can subscribe to it here. And below is a portion of it, where we talk about the intersection of industrial policy, electrification, and monetary policy tradeoffs. Subscribe to the newsletter here: https://lnkd.in/e6EcJcZ9 

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