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Are Markets Ready to Price in Geopolitics?

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...

4dBloombergeconomicsImpact

David Sacks calls California wealth tax 'an asset seizure,' says it's 'not a one-time, it's a first time'

AI czar David Sacks Alex Brandon/AP White House AI czar David Sacks criticized the possibility of a California wealth tax. If the tax is ultimately approved, he said it will be "the beginning of s...

3dBusiness InsiderPoliticsImpact

Map shows how the rich and powerful are descending on Davos by private jet

Private jets from dozens of different countries arrived near Davos on Monday. Pete Syme/Business Insider Business Insider tracked private jets landing near Davos on the first day of the WEF annual mee...

4dBusiness InsidereconomicsImpact

Business spending on OpenAI models jumps to a record, new data shows

OpenAI CEO Sam Altman Florian Gaertner/Photothek via Getty Images/Reuters OpenAI leads enterprise AI adoption, far outpacing Anthropic and Google, according to new data. Ramp data shows 46.6% of US bu...

Jan 15Business InsiderTechnologyImpact

Business leaders react to Trump's Davos speech

US President Donald Trump delivers a speech during the World Economic Forum annual meeting in Davos Fabrice COFFRINI / AFP via Getty Images President Donald Trump gave his 70-minute-long speech in Dav...

3dBusiness InsiderPoliticsImpact

Goldman Sachs breaks down what the doomsayers get wrong about the US economy in 8 charts

Arturo Holmes/Getty Images In 2026 outlook, Goldman Sachs says US economic and stock market risks are overstated. The firm underscored US strength and projects continued growth. US stocks are in good ...

Jan 14Business InsidereconomicsImpact

A trade war over Greenland won’t guarantee victory in the wider battle

The fate of the Danish territory will not be decided by transatlantic tariffs...

5dFinancial TimesPolitics

IMF presses governments to step up support for workers displaced by AI

Analysis finds evidence of the technology hitting wages and employment in certain areas...

Jan 14Financial TimeseconomicsImpact

The world's biggest fast-food chain just landed in NYC. We tried Mixue — and the hype is real.

I visited the Mixue location in Midtown Manhattan's Herald Square. Henry Chandonnet/Business Insider Mixue has opened its first American locations: two in New York, and one in Los Angeles. I visited t...

5dBusiness InsiderlifestyleImpact

The Supreme Court is about to weigh in on the Fed's independence in a case that goes beyond Jerome Powell

Chip Somodevilla/Getty Images; SAUL LOEB/Getty Images; Tom Williams/Getty Images; Tyler Le/BI The Supreme Court is set to hear arguments over whether Trump can fire Fed board member Lisa Cook. The ora...

5dBusiness InsiderPoliticsImpact

Deloitte is overhauling job titles for its US workforce — here's why

Deloitte John Wreford/SOPA Images/LightRocket via Getty Images Deloitte is changing job titles for its US employees and introducing a new leader role. Employees will be told their new job title on Jan...

3dBusiness InsidereconomicsImpact

US companies expand protection services for top executives

More than 20% of S&P 500 companies provided security benefits amid mounting threats...

2dFinancial TimeseconomicsImpact

The world’s economy — past, present and future

The US is no longer predictable nor bound by any fundamental principles of action...

4dFinancial TimeseconomicsImpact

French government seeks €95mn in damages from Greybull over steel plant collapse

Industry minister says private equity firm made ‘serious failings’ in its management of Novasco...

5dFinancial TimesPolitics

Netflix earned $1.5 billion from ads in 2025

Netflix's advertising business more than doubled its advertising revenue to $1.5 billion from 2024 to 2025 - and it's on track to keep growing. "We expect that [advertising] business to roughly double...

4dThe VergeeconomicsImpact

FTC says it will appeal Meta antitrust loss

The Federal Trade Commission will appeal its loss in a landmark antitrust case against Meta, the agency announced Tuesday. US District Court Judge James Boasberg ruled in November that the government ...

4dThe VergeeconomicsImpact

Asus says it’s dropping the RTX 5070 Ti as the memory shortage squeezes supply

On Thursday, Hardware Unboxed reported that Asus is winding down production of its RTX 5070 Ti, saying, Asus "explicitly told us this model is currently facing a supply shortage and, as such, they hav...

Jan 15The VergeTechnologyImpact

Verizon will pay you $20 following its nationwide outage — here’s how to get it

Verizon is offering customers a $20 account credit following a massive outage that brought down service across the US on Wednesday. In an update on X , Verizon says you'll receive a text message when ...

Jan 15The VergeTechnologyImpact

Palmer Luckey says Meta's VR layoffs aren't a 'disaster' — and fix a problem critics aren't talking about

Palmer Luckey says Meta's VR layoffs cut bloated in-house game studios that were quietly undermining the industry's ecosystem. David Fitzgerald/Sportsfile via Getty Images Oculus founder Palmer Luckey...

5dBusiness InsiderTechnologyImpact

Wall Streeters reveal their favorite AI tools and what they use them for

ANGELA WEISS / AFP via Getty Images Wall Street professionals say AI chatbots are not ready to replace core finance work. Finance leaders use AI for tasks such as summarizing books and presentations a...

2dBusiness InsiderTechnologyImpact
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