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Joe Weisenthal

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Co-host of the Odd Lots podcast and 'What'd You Miss?' on Bloomberg TV. Editor. Fan of the Bakersfield Sound.

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Joe Weisenthal @TheStalwart · Nov 21, 2022
  • From Twitter

This is hilarious. Great piece.

Article Nov 21, 2022
Chaos on Twitter Leads a Group of Journalists to Start an Alternative
by Joseph Bernstein
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Joe Weisenthal @TheStalwart · Nov 15, 2022
  • From Twitter

Icymi. Amazing thread from @gbrew24 going over some really interesting ideas about oil, development, economics and politics, that we talked about in our episode today.

Tweet Nov 14, 2022
In my appearance on Odd Lots w/ @TheStalwart @tracyalloway, I touched on a few themes that are, in my opinion, crucial to understanding the international political economy of oil. Thread: www.bloomberg.com/news/articles/2022-11-14/guyana-is-the-most-
by Gregory Brew
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Joe Weisenthal @TheStalwart · Nov 4, 2022
  • From Twitter

This is a really interesting piece from @PrestonMui. A lot of the broader decline we've seen in total employment can be explained simply by the population getting older, and older people (generally) work less than younger people

Article Nov 4, 2022
Who is Driving the Labor Shortage? Part-time Over-70 Workers
by Preston Mui
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Joe Weisenthal @TheStalwart · Nov 4, 2022
  • From Twitter

This is a must-read from @mattstephenhill. The metals needed for your electric vehicle are stuck in a 30-mile long traffic jam

Article Nov 3, 2022
The Metals for Your EV Are Stuck in a 30-Mile Traffic Jam
by Matt Hill
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Joe Weisenthal @TheStalwart · Nov 1, 2022
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Very interesting piece from @FoolAllTheTime about energy costs at datacenters and cloud providers. [link] Rising energy costs are hurting margins at Amazon/MSFT/GOOG, but still public clouds are way more energy efficient than traditional datacenters.

Article Nov 1, 2022
Hyper Scalers and Energy Costs
by Doug O'Laughlin
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Joe Weisenthal @TheStalwart · Nov 1, 2022
  • From Twitter

Great thread from @i_aldasoro

Tweet Nov 1, 2022
A thread with links to academic work on the role of the dollar done by Hyun and coauthors in recent years. In addition, there is a wealth of work done by others, at the BIS (including yours truly especially on dollar funding - see eg pinned tweet) &
by Iñaki Aldasoro
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Joe Weisenthal @TheStalwart · Nov 1, 2022
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Really excellent @M_C_Klein piece, making the case that Japan's yen interventions are sustainable and sound

Article Nov 1, 2022
The Japanese Government Is Right to Defend the Yen (Part 2)
by Matthew C. Klein
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Joe Weisenthal @TheStalwart · Oct 20, 2022
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Great @MattZeitlin interview with @gbrew24

Transcript Oct 20, 2022
Biden won’t let oil prices drop below $67: Will gas prices go down?
by Gregory Brew and Matthew Zeitlin
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Joe Weisenthal @TheStalwart · Oct 17, 2022
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The @GalataChronicle is a great new Substack on the Turkish economy. Not a lot of places to get in-depth, English analysis of Turkey, so worth checking out.

Article Sep 17, 2022
THE OG ORIGINAL SIN
by Galata Chronicles
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Joe Weisenthal @TheStalwart · Oct 17, 2022
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Strong piece on the case for energy optimism both in the short term (this winter) and also that the future won't see the same volatility/political constraints just with a new set of commodities (eg. lithium instead of oil)

Article Sep 17, 2022
The Case for Energy Optimism
by Alex Turnbull
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Joe Weisenthal @TheStalwart · Oct 13, 2022
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Great read from @talmonsmith on the battle over the sub-minimum wage for tipped servers

Article Oct 13, 2022
Battle Over Wage Rules for Tipped Workers Is Heating Up
by talmon joseph smith
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Joe Weisenthal @TheStalwart · Sep 26, 2022
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Another good thread on the topic from @William_Rice2 "Put as simply as possible, mortgage repayments will soon be higher than many homeowners can afford"

Tweet Sep 26, 2022
I've spent the past 3 years building a mortgage lender that aims to create a fairer housing market by redefining how you can buy and own your home. Truss and Kwarteng's budget is a tragedy for existing and aspiring homeowners across the UK. 1/
by Will Rice
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