
Odd Lots
Bloomberg
Categorias: Noticias y política
Escuchar el último episodio:
This week, we saw shares of software maker Palantir soar after reporting earnings and describing demand for AI as being "untamed." But what does Palantir do, and what do they actually sell to the federal government? More importantly, how does the government actually spend money on things related to security and national defense? Last year, Palantir's CTO Shyam Sankar published a document called "The Defense Reformation," containing 18 theses about arms procurement and how it should be changed. We talk to him about the history of US defense spending, and his vision for creating a more competitive, advanced environment for the US defense sector.
Read More:
Palantir Jumps Most in Year As ‘Untamed’ Demand Bolsters Outlook
Trump’s Gaza Takeover Gets Israeli Approval, Global Scorn
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Episodios anteriores
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1043 - This Is Palantir's Vision for Changing How the US Does Defense Spending Thu, 06 Feb 2025
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1042 - The Treasury Payment System Elon Musk Now Has Access To Wed, 05 Feb 2025
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1041 - The Tariff Announcement That Shocked Financial Markets Mon, 03 Feb 2025
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1040 - Marko Kolanovic Is Back With a Warning for Stocks Mon, 03 Feb 2025
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1039 - Lots More with Matt Levine on MicroStrategy's Infinite Money Machine Fri, 31 Jan 2025
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1038 - Get Ready For Another Shock to Housing Affordability Thu, 30 Jan 2025
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1037 - The AI Model That Tanked the Stock Market Tue, 28 Jan 2025
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1036 - How Oaktree's Howard Marks Spots a Market Bubble Mon, 27 Jan 2025
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1035 - Why the Stock Market Might Be at Peak Concentration Risk Fri, 24 Jan 2025
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1034 - How Companies Are Actually Spending Money on AI Now Thu, 23 Jan 2025
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1033 - Introducing: Trumponomics Wed, 22 Jan 2025
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1032 - This Is What the Crypto Industry Actually Wants From Trump Mon, 20 Jan 2025
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1031 - Lots More with Lev Menand on the Eurodollar Market Now Fri, 17 Jan 2025
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1030 - The Hidden History of Eurodollars, Part 3: Spinning Out of Control Thu, 16 Jan 2025
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1029 - The Hidden History of Eurodollars, Part 2: Defending the Dollar System Wed, 15 Jan 2025
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1028 - The Hidden History of Eurodollars, Part 1: Cold War Origins Tue, 14 Jan 2025
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1027 - Why Government Hiring Is So Inefficient Mon, 13 Jan 2025
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1026 - Evolving Money: A Faster, Cheaper Way to Pay (Sponsored Content) Sun, 12 Jan 2025
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1025 - Lots More on the Global Selloff in Government Bonds Fri, 10 Jan 2025
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1024 - This Is How Electricity Rates Are Actually Set Thu, 09 Jan 2025
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1023 - What It Felt Like When Everyone Was Hopeful, Happy, and Rich Mon, 06 Jan 2025
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1022 - This Is How China Builds So Much Nuclear Power Fri, 03 Jan 2025
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1021 - The Odd Lots AMA Episode: Tracy and Joe Answer Listener Questions Thu, 02 Jan 2025
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1020 - The 10 Most Interesting Things We Learned on Odd Lots in 2024 Mon, 30 Dec 2024
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1019 - Odd Lots Talks Beak Capitalism on Money Stuff Talking Chicken Fri, 27 Dec 2024
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1018 - Jennifer Granholm on What Will Survive of Biden's Energy Legacy Thu, 26 Dec 2024
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1017 - San Francisco Fed President Mary Daly Explains the 'Hawkish Cut' Mon, 23 Dec 2024
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1016 - Jim Caron on the Market Selloff and the Fed's Historic Adjustment Fri, 20 Dec 2024
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1015 - Nina Achadjian on What It Takes to Win in VC Right Now Thu, 19 Dec 2024
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1014 - This Stove Company Wants to Change How the World Uses Energy Mon, 16 Dec 2024
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1013 - Tim Latimer on Solving the Financing Problem for Geothermal Fri, 13 Dec 2024
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1012 - Why You Can't Get a One-Click Mortgage Refi Thu, 12 Dec 2024
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1011 - How the Hedge Fund Magnetar Is Financing the AI Boom Mon, 09 Dec 2024
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1010 - Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era Fri, 06 Dec 2024
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1009 - Nouriel Roubini's Vision for a New Safe Haven Asset Thu, 05 Dec 2024
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1008 - Goldman's Hatzius and Kostin on Markets and Macro in 2025 Mon, 02 Dec 2024
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1007 - Lots More on the Coming 20-Year Storm with Viktor Shvets Fri, 29 Nov 2024
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1006 - How Oaktree's Head of Sourcing Finds the Next Great Deal Thu, 28 Nov 2024
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1005 - Inside the Blood Sport of Creditor-on-Creditor Violence Mon, 25 Nov 2024
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1004 - The Harvard Endowment Is on the Verge of Losing Its Crown Fri, 22 Nov 2024
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1003 - Odd Arne Westad on how China First Joined the Global Capitalist Economy Thu, 21 Nov 2024
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1002 - How Fraudsters Are Bilking the Government Out of Billions of Dollars Mon, 18 Nov 2024
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1001 - Beak Capitalism, Part 3: Un-Clucking the System Sun, 17 Nov 2024
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1000 - Beak Capitalism, Part 2: The Chickenization of Everything Sat, 16 Nov 2024
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999 - Beak Capitalism, Part 1: Chickflation Fri, 15 Nov 2024
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998 - Richard Clarida on This Tricky Moment for the Federal Reserve Thu, 14 Nov 2024
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997 - Introducing: Beak Capitalism, presented by Odd Lots Wed, 13 Nov 2024
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996 - Can You Ever Actually De-Risk The Banking System? Mon, 11 Nov 2024
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995 - Max Read on how the Internet Got Infested With Garbage Fri, 08 Nov 2024
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994 - Harley Bassman on Trump, the Fed, and the Bond Market Thu, 07 Nov 2024