Odd Lots

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.

https://bloomberg.com/podcasts/odd_lots

Eine durchschnittliche Folge dieses Podcasts dauert 39m. Bisher sind 457 Folge(n) erschienen. Alle 4 Tage erscheint eine Folge dieses Podcasts.

Gesamtlänge aller Episoden: 12 days 21 hours 52 minutes

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The Electric Vehicle Revolution Is On, and It’s Going to Change Everything


The EV revolution is official on. Sales are soaring around the world as the internal combustion engine era starts to fade. But if you're just thinking about what's inside the car, you're missing some big stories. All kinds of industries and patterns of behavior are going to change because of the switch. On this episode, we speak with Nat Bullard, the Chief Content Officer at BloombergNEF, who walks us through all the various ramifications both inside and outside of the existing auto industry...


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   59m
 
 

Inventory Vanishing and Bidding Wars Exploding in Crazy U.S. Housing Market


If you wanted to buy a home in 2021, you probably found it a frustrating experience, rife with a shortage of options, and intense bidding wars. Well? Bad news: So far, things are even hotter in 2022...


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   54m
 
 

Paul Mcnamara on the Problem With Turkey, and the Attempt To Save the Lira


Near the end of 2021, Turkey's government undertook a bold measure to stabilize the lira after the currency got clobbered throughout much of the year. The basic idea is that the government would pay savers to lock up their currency in lira, and compensate them if it fell too far against the dollar...


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   44m
 
 

Afghanistan’s Former Central Bank Chief on the Dire State of the Country’s Economy


The Afghanistan economy was already in bad shape, with heavy reliance on foreign dollars, prior to the collapse of the government and the takeover by the Taliban. Since the fall, things have gotten even worse, with inflation accelerating and GDP plunging. There are multiple factors at work, though the main one is the cutting off of outside sources of dollars...


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   47m
 
 

A Top Antitrust Lawyer on How Increased Competition Could Fight Inflation


When people think about tools to fight inflation, usually things like taxes or monetary policy come to mind. But lately there’s been more discussion about corporate power (particularly concentrated corporate power) as a source of higher prices. So what can the government actually do? On this episode, we speak with Craig Seebald, a partner at Vinson & Elkins, and leader of the firm’s antitrust group, to understand how the law in this space gets applied...


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   47m
 
 

Why the Price of Coffee Beans Soared in the Last Year


Agricultural commodities have generally surged in price over the last year. One commodity that's gone particularly wild is the coffee bean. Arabica beans — those at the premium end — are up about 100% since January 2021. So what's going on? Well, part of it is the generalized inflation, but like many other ags, weather has a lot to do with it. To start, bad weather in Brazil has had a negative impact on supply...


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   59m
 
 

Understanding Turkey’s Bold Plan To Stabilize the Lira


The Turkish lira was incredibly volatile in 2021. After getting crushed and falling to record levels, it bounced back in the middle of December after the government announced an unconventional plan to encourage Turkish citizens to keep their money in lira rather than converting to dollars. But how does it work? And can it actually work over the long term? On this episode we speak with Lütfullah Bingöl, an economist at Albaraka Türk Katılım Bankası on how the program might actually work...


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   50m
 
 

Mike Demarais on Design in Crypto and What Web 3.0 Will Look Like


Everyone's talking about Web 3.0 (or Web3), but there's a lot of ambiguity about what exactly it's going to look like or even what it is. Nonetheless, there's a lot of enthusiasm about a crypto-based, decentralized internet. So to learn more, we talk to one of the most interesting builders in the space. Mike Demarais is the co-founder of Rainbow.me, which makes an Ethereum wallet that emphasizes high-quality design both in terms of use and aesthetics...


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   58m
 
 

Jon Turek on the Macro Outlook for 2022


2021 was a historic year for markets and the broader economy. For the first time, seemingly in ages, there was a serious shift in realized inflation and the broader inflation outlook. This has ramifications, potentially, for risk assets, bonds, and, of course, the Fed. To help break things down, and how to think about the situation, we speak with Jon Turek, the author of the Cheap Convexity Blog and founder of JST Advisors, to understand what comes next...


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 2021-12-23  54m
 
 

Gene Seroka on What’s Happening Now at the Port of LA


There's no single measure we can look at to tell us whether supply chains are improving or not. There are some signs of easing (such as the number of containers sitting at the ports) but other signs are still getting worse (such as the number of ships waiting to dock)...


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 2021-12-20  45m