Joe Weisenthal

@TheStalwart

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

New York City
bloomberg.com/OddLots
Joined March 2008
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  1. Pinned Tweet
    May 11

    🚨🚨 PERSONAL/PROFESSIONAL NEWS: It's time to get back into blogging. and I are launching an Odd Lots blog today, which you can find at We're gonna write posts, do written Q&As, transcripts of the episodes. Live events. All of it.

    40 replies 46 retweets 660 likes
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  2. Retweeted
    5 hours ago

    all Elon Musk needs to do now is tweet "lumber fucking sucks" and all major US supply chains will be back to normal.

    Elon just helped ease the semiconductor shortage
    11 replies 108 retweets 1,131 likes
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  3. Retweeted
    5 hours ago
    Replying to

    FWIW, this is mostly what the CEO of (chip constrained) esaid when asked by an analyst 'why not raise prices.' Lots of chatter about relationships, and how it's far better to focus energy on lifting production to meet high demand rather than disrupt with price changes.

    1 reply 2 retweets 14 likes
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  4. 5 hours ago

    Recall that made this point, with respect to antiques. Higher prices bring out sellers, creating more supply

    THIS IS WHY THERE'S BOTTLENECKS AND SHORTAGES THROUGHOUT THE ECONOMY For today's newsletter, I talked with about why in times like this we see shortages, rather than price increases to balance out supply/demand
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    4 replies 5 retweets 42 likes
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  5. 5 hours ago

    I wonder if one way to think about the inflation gap between used and new cars is that the automakers are already running at new capacity, and so higher prices do nothing to induce more supply. Whereas with used cars, higher prices make more cars available to the market.

    16 replies 10 retweets 138 likes
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  6. Retweeted
    5 hours ago
    Replying to

    The chip issue is channeling demand into used cars by retail buyers & rental car companies who usually buy new but sold fleets last year & are trying to keep up w/ a rapid recovery in demand. It is still wild to me that used car buyers are so much less price sensitive

    7 replies 5 retweets 43 likes
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  7. 5 hours ago

    Elon just helped ease the semiconductor shortage

    34 replies 131 retweets 2,069 likes
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  8. 5 hours ago

    Called it

    Why Bitcoin is like no bubble we've ever seen before.
    100 replies 32 retweets 1,187 likes
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  9. Retweeted
    5 hours ago

    BITCOIN REALLY FALLING NOW - DOWN AS MUCH AS16%

    68 replies 123 retweets 475 likes
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  10. 7 hours ago

    The narrative momentum towards ETH is crazy strong right now. ’s pinned tweet vindicated again.

    9 replies 6 retweets 125 likes
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  11. Retweeted
    7 hours ago

    . in the today, ladies and gents -- with a wonky yet reader-friendly, short & sweet breakdown of the weird plumbing of payroll estimates, which (predictably) only get more unpredictable in a pandemic.

    17 retweets 32 likes
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  12. Retweeted
    7 hours ago

    Cope doesn’t get any better than this

    7 replies 17 retweets 292 likes
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  13. Retweeted
    8 hours ago

    Tesla & Bitcoin

    84,352 replies 54,135 retweets 315,839 likes
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  14. Retweeted
    8 hours ago
    Replying to

    The peak commodities story was when sent a commodities team of 9 in to see us, and the trade they were most excited about was 'long rhodium, short molybdenum' (molybdenum had gotten too crowded). I sh*t you not.

    5 replies 5 retweets 43 likes
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  15. 8 hours ago

    I totally missed that the guy who was arrested for the Times Square shooting was caught, in part it seems, due to his car running out of gasoline and not being able to refuel

    11 replies 8 retweets 106 likes
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  16. 8 hours ago

    There it is

    We just got off the phone with CEO. They are restarting pipeline operations today at ~5pm. More soon.
    6 replies 7 retweets 61 likes
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  17. 8 hours ago

    Man, people realllly like Viktor Shvets. Our episode with him on Monday was our biggest ever. I'm shocked. Even bigger than lumber. had a great two week run.

    9 replies 3 retweets 78 likes
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  18. 9 hours ago

    The speed with which the "Maybe we need to hike rates/pare back on stimulus" discussion emerged is incredibly revealing.

    34 replies 24 retweets 381 likes
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  19. 9 hours ago

    Up next on WDYM! Mike Pyle, top economic advisor to VP Kamala Harris

    1 retweet 9 likes
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  20. 9 hours ago

    "What's next, UsedCarCoin? 🤣🤣" --

    18 replies 3 retweets 115 likes
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  21. 9 hours ago

    The bull market in Dog Tokens, I think, vindicates this

    THINGS CAN ALWAYS GET MORE NUTS I wrote about GameStop, K-Tel, trading stocks by picking letters out of a scrabble bag, and how you never know what's the tremor and what's the earthquake in real time Sign up for the newsletter here.
    7 replies 2 retweets 55 likes
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