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    Artwork for Odd Lots
    Episode

    What Wall Street Really Thinks About the AI Trade Now

    Odd Lots · Oct 29, 2026 · 41 min
    Episode page

    It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global…

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