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 43m. Bisher sind 540 Folge(n) erschienen. .

Gesamtlänge aller Episoden: 15 days 20 hours 37 minutes

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Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine


When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happened initially, but by and large things have not played out the way many investors would have anticipated. So what did markets get wrong? And what are they getting wrong now? On this episode of the podcast, we speak with Marko Papic, a geopolitical expert and the chief strategist at Clocktower Group...


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   51m
 
 

Pierre Andurand on What Europe Needs to Do This Winter


Europe is facing an energy crisis and there are some dire predictions about how it will deal with the upcoming winter, when demand for electricity and heating oil are expected to surge. But commodities trader Pierre Andurand sees a path for Europe to survive without Russia's fuel...


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   50m
 
 

Former CFTC Chair on How to Regulate Stablecoins Without Passing Any New Laws


Stablecoin regulation has become a hot topic, and for very good reason. For one thing, it's an extremely fast growing space. Stablecoins are also a primary way that the crypto interacts with the banking system. And beyond that, as we know, crises often originate from assets that promise to be safe (remember money market mutual funds that broke the buck during the 2008 financial crisis...


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   42m
 
 

The Ethereum Network Just Experienced a Monumental Development


For years, it's been on the Ethereum roadmap to transition its blockchain from proof-of-work to proof-of-stake. Well, it's finally happened. This means that there are no more "miners" validating blocks on the Ethereum network. Instead, they've been replaced with "stakers" or "validators" who manage the network's rules by posting coins as a type of bond or security deposit...


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   1h0m
 
 

Senator Pat Toomey on the Bad State of Crypto Regulation


Cryptocurrencies often don't fit neatly into traditional asset buckets. They're not exactly currencies. They're not exactly commodities. And while many share commonalities with stocks, there are differences there as well. As such, US regulators haven't come up with clear rules on their trading and issuance, leaving entrepreneurs and investors in limbo...


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   36m
 
 

Zoltan Pozsar and Perry Mehrling Debate Bretton Woods 3.0


Credit Suisse strategist Zoltan Pozsar has found a new level of fame over the last year, arguing that we're witnessing the birth of a new currency regime that he calls "Bretton Woods 3.0". In this new era, the centrality of the dollar will fade, in favor of commodities or commodity-backed currencies. But not everyone is convinced. And in fact one skeptic is Pozsar's own close collaborator Perry Mehrling, who is now a professor at Boston University...


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   1h12m
 
 

Ezra Klein on the Future of Supply-Side Liberalism


To the surprise of many people, the Biden administration has notched some significant economic policy wins this year. The CHIPS Act represents a major piece of industrial policy aimed at bolstering the US semiconductor sector and making the supply chain more resilient. Meanwhile, the Inflation Reduction Act puts a lot of money towards a range of energy options, with a particular focus on advancing renewables...


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   49m
 
 

Just How Bad Is the Economy Getting in China?


In the wake of the Great Financial Crisis, China arguably led the world out of the downturn. Its gigantic fiscal stimulus not only boosted domestic growth, it also created an incredible amount of demand for commodities all around the world. Today the story is different. The government's Covid Zero policies have been a drag on growth and the real estate sector is deeply troubled, with a rise in homebuyers refusing to make mortgage payments...


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   46m
 
 

Neel Kashkari on the Fed's Commitment to Defeating Inflation


At Jackson Hole, Federal Reserve Chair Jerome Powell gave a hawkish speech intended to leave no ambiguity about the Fed's commitment to defeating inflation. But what does that mean in practice? How aggressively will the Fed have to hike? And how much pain will the economy endure as a result of it? On this episode of the podcast, we speak with Neel Kashkari, the President of the Minneapolis Fed. He explains his thinking and why he's become one of the most hawkish officials at the central bank...


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 2022-08-31  56m
 
 

Joelle Gamble Explains the Confusing State of the US Labor Market


The unemployment rate is down to 3.5%, which is far lower than just about anyone thought it would be a year ago. So that's great. On the other hand, measures of labor force participation are below where they were pre-crisis. So the question is whether there's been some fundamental shift in the composition of the labor market vs. the pre-pandemic era, or whether we're still in the process of normalization...


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 2022-08-29  44m