00:34:15 · Tracy Alloway, Joe Weisenthal, Skanda Amarnath
[00:34:15] S1: Yeah. [00:34:16] S0: And then you just get this. So maybe that is, like, the best analogy. But I really do think, like... Like, I don't know. I'm not a prediction, but things change really fast. And after the 2024 election, you know, there was a truly new map, not new map necessarily, but it looked like the sort of Trump version of the GOP had fully solidified and not only fully solidified, had like one done extremely well among various minority groups in a way that hadn't been seen before. So it's like, oh, that's all reversed. We thought we knew about the Democratic Party coalition. So it's like, uncertainty is like, you know, let's just, and epistemic humility. Unlike the tech billionaires who talk about their epistemic humility, I will actually practice it. You've updated your worldview. I'm updating my priors as we speak, and I'm going to put it, I'm going to do some practice. [00:35:07] S1: Speaking of things that are changing very fast, the stock charts. So in addition to SpaceX and Tesla, have you looked at Sterling Infrastructure? [00:35:16] S0: No, what do they do? [00:35:17] S1: They build data centers in Texas. And that looks like a dot-com chart. [00:35:23] S2: Wow. Yeah. [00:35:25] S0: These are some really ugly charts. That's pretty bad. [00:35:28] S2: Wow. [00:35:30] S0: That was a $ 1, 000 stock in June. And as of right now, it's a $ 255 stock. [00:35:35] S2: Yeah. [00:35:36] S1: Isn't that crazy? [00:35:37] S0: That's a good chart. That's a good one. [00:35:39] S2: All right. [00:35:39] S0: We'll put that in the newsletter.
00:35:39 · Joe Weisenthal, Tracy Alloway, Skanda Amarnath
[00:35:39] S0: We'll put that in the newsletter. [00:35:40] S1: Shall we leave it there? [00:35:41] S2: Let's leave it there. [00:35:42] S1: This has been another episode of the Odd Lots. I'm Tracy Alloway. You can follow me at Tracy Alloway. [00:35:48] S0: And I'm Joe Weisenthal. You can follow me at The Stalwart. Follow our guest, Skanda Amarnath at Irving Swisher. Follow our producers, Carmen Rodriguez at Carmen Arman, Dash O'Bennett at Dashbot, Kale Brooks at Kale Brooks, and Kevin Lozano at Kevin Lloyd Lozano. And of course, you can chat about all of these topics 24-7 in our Discord, discord.gg slash oddlots. And for more Oddlots content, check out our daily newsletter, which you can find at Bloomberg.com slash oddlots. [00:36:14] S1: And if you enjoyed this conversation, if you like it when we talk about seismic shifts in politics and what it means for the economy, then please leave us a positive review on your favorite podcast platform. And if you're watching on video, then please like or leave a comment or better yet, subscribe. [00:36:30] S0: And remember, if you're a Bloomberg subscriber, you can listen to all of our episodes absolutely ad-free. All you need to do is find the Bloomberg channel on Apple Podcasts and follow the instructions there. [00:36:40] S1: Thanks for joining. [00:36:57] S0: Thank you.