Odd Lots

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

https://bloomberg.com/podcasts/odd_lots

Eine durchschnittliche Folge dieses Podcasts dauert 42m. Bisher sind 784 Folge(n) erschienen. Alle 3 Tage erscheint eine Folge dieses Podcasts.

Gesamtlänge aller Episoden: 22 days 34 minutes

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Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

[transcript]


Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come on stream, many people expect a long-term shortage of the metal to materialize. But despite all that excitement, copper prices actually fell over the past few years...


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   41m
 
 

Pierre Andurand Says the World Could Run Out of Cocoa Inventories

[transcript]


Pierre Andurand made his name trading oil and other energy-related assets, but wild swings in the price of cocoa have recently lured the founder of Andurand Capital Management into a new market. He bet on cocoa earlier this year and saw the trade pay off as the price of the beans surged to a record $12,000 a ton. Prices have since fallen back to around $7,800, but Andurand sees scope for further upside as extreme deficits in the building blocks of chocolate loom...


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   45m
 
 

Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

[transcript]


This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions to raise, hold or lower benchmark interest rates. Meanwhile, the Biden administration is preparing to announce new tariffs aimed at curbing Chinese imports in key industries, including electric vehicles, batteries and solar cells. On this episode, we speak to Odd Lots favorite Viktor Shvets...


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   48m
 
 

Lots More With Brad Setser on the Yen, a New China Shock and Excavators

[transcript]


There's a lot going on in currency markets and global trade at the moment. The Japanese yen has been falling, even after authorities seemed to intervene to try to arrest the slide. Meanwhile, weakness in the Chinese yuan has helped boost that country's exports and is fueling talk of a new "China Shock" for the rest of the world, even as its economy continues to grapple with slower economic growth and excess capacity...


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   29m
 
 

Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation

[transcript]


Hugh Hendry says the world is brimming with risks right now, from Chinese deflation, to the strength of the US dollar, to unrealized losses in US Treasuries held by the bank. In the new episode of the podcast, we speak with the former manager of the Eclectica hedge fund, who now writes and operates under the Acid Capitalist branding. Hendry, who now resides in St...


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   47m
 
 

What a Fed President Hears When He Goes on the Road

[transcript]


The Federal Reserve has a lot of official statistics it can look at to try and gauge the state of the overall economy. But there's also room for incorporating on-the-ground anecdotes and real-time color. When it comes to collecting this kind of information, Richmond Fed President Tom Barkin might be the biggest road warrior on the FOMC...


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   56m
 
 

Lots More on How CHIPS Act Money Got Awarded

[transcript]


In 2022, Congress passed the CHIPS Act, which set aside tens of billions of dollars in loans and grants in order to encourage companies to build new semiconductor fabs in the United States. We're still very early in the process. It's going to be a long time before we know if the US will become a major player again in the production of advanced chips...


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   31m
 
 

Luis von Ahn Explains How Computers and Humans Learn From Each Other

[transcript]


Breakthroughs in generative AI have created enormous opportunities for humans to learn from computers. We can use them to explain the news, understand historical concepts, fix our coding errors, and so forth. But of course, AI also has to learn from human. The technology digests enormous amounts of written text, and often relies on human feedback to calibrate its models. Luis von Ahn has been at the forefront of these back and forth interactions for years...


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   51m
 
 

The Ultra Wealthy Have Their Own Separate World of Real Estate

[transcript]


In the past, the most expensive housing in any major city would be connected in some way to the economics of the city itself. If the general market was weak, the high end was also weak. If the general market was strong, then the high end was strong. But increasingly in cities like NYC, Aspen, Dubai, Miami, and elsewhere, the ultra high end exists in a different market, where the rich splash around money at levels which are completely disconnected from the local environment...


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   42m
 
 

An Ex-CIA Officer Explains How to Spot a Lie in Business

[transcript]


When most investors think of due diligence, they think of sifting through years of financial statements and crunching numbers to better understand a company's potential. Not many people think about interrogating senior executives and employees, and asking the right questions to figure out whether they're telling the truth about the business model. In this episode, we speak with Phil 'Dick' Houston, a veteran CIA officer who's been called the human lie detector...


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   43m