Odd Lots: How Substack Creators Are Thinking About AI (Podcast)

Odd Lots:How Substack Creators Are Covering This Strange Markets Era Odd Lots How Substack Creators Are Covering This Strange Markets Era We closed out our New York live show on May 28 with a panel that featured three of our favorite Substack writers: James van Geelen of Citirini Research, Sam Ro, founder of The Tker, and journalist Jasmine Sun. They've all bee Odd Lots guests before, and we wanted to get them together to discuss how journalists and analysts are supposed to cover this incredibly strange and highly pressurized moment in markets, when AI has infected every corner of the world, the media included. It is so hard to know what to communicate to a broader public; there is just so much news. But James, Sam, and Jasmine have all been successful in finding their niches, covering AI unlike others. The panel debates how the media has covered fears over the AI bubble and the possibility of mass job loss, if people in Silicon Valley are scared about the future of society, if AI can really mimic a writer's voice and personality, and if they can, how writers can hedge against that future. Jun 20, 2026