Odd Lots

Bloomberg’s Joe Weisenthal and Tracy Alloway take you on a not-so random walk through hot topics in markets, finance and economics.

https://bloomberg.com/podcasts/odd_lots

Eine durchschnittliche Folge dieses Podcasts dauert 34m. Bisher sind 344 Folge(n) erschienen. Dies ist ein wöchentlich erscheinender Podcast.

Gesamtlänge aller Episoden: 8 days 10 hours 59 minutes

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The Important Lesson a Quant Manager Learned in 2020


It goes without saying that 2020 was a year like no other when it comes to the markets. A historic crash, and then a raging recovery, all set against the backdrop of a pandemic and deeply depressed economy. One implication of this is that trading strategies based on historic rules and patterns didn't perform particularly well in this environment. On this episode, we speak with Corey Hoffstein, a fund manager at Newfound Research, which employs trend following and momentum signals in its trading...


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   55m
 
 

Why the Cost of Shipping Goods From China Is Suddenly Soaring


The coronavirus crisis snarled global shipping in early 2020 as borders were closed, but lots of people expected it to improve as vessels returned to position. Instead, more than a year later, the shipping crisis has only gotten worse and standard container rates on some transpacific routes have more than quadrupled, leading to yet another headwind for economies in the midst of fragile recoveries and global trade. On this episode, we speak to economist, historian, and author Marc Levinson...


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   49m
 
 

How the U.S. Lost Chip Dominance and How It Can Be Regained


The U.S. was once a manufacturing leader in semiconductors. That's no longer the case, given the rise of contract manufacturing and outsourcing, the dominance of Taiwan Semiconductor, and Intel's own design stumbles. But how did it come to this? And can it be reversed by government policy? On this episode we speak with Willy Shih, a longtime tech industry veteran and a professor at the Harvard Business School, to answer these questions.


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   1h0m
 
 

Cowen's Co-President on Why SPACs Are Having Such a Moment


One of the surprising developments in the last year was the boom in SPACs. The so-called blank check companies raised more money in 2020 than they had in the several years prior combined...


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   53m
 
 

Chess Grandmaster Hikaru Nakamura on Twitch Streaming and “The Queen's Gambit”


We're in a rare moment where chess is popular in the United States. There are two big factors driving it. One is the smash hit Netflix show "The Queen's Gambit." The other is the rise of Twitch streaming, as gamers play online for thousands of fans. On this episode, we speak with Hikaru Nakamura, a popular chess streamer, about the economics of this new environment for chess.


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   51m
 
 

What Happened to Europe's Economy After the Black Death


It's been pointed out that, after the Black Death in Europe, real wages surged because there was such a shortage of labor in the aftermath. But what was the structure of the economy that allowed this transfer of power to workers in the first place? On this episode, we speak with Patrick Wyman, historian and the host of the Tides of History podcast, to get the real story of Europe's post-pandemic economy during the 1300s.


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   49m
 
 

This Is How Prejudice Can Hinder the Economy


Economics is all about improving living standards, but rarely does the dismal science deal with social justice or talk about how a lack of it could actually hinder growth. In this episode, UBS Global Chief Economist Paul Donovan discusses how prejudice and labor markets are intertwined, and why discrimination can restrict development...


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   38m
 
 

Goldman's Jan Hatzius on the Lessons Learned in 2020


2020 has been an absolutely extraordinary year for the economy. In March, we saw the fastest economic contraction in history with an extraordinary surge in unemployment. Now, as the year closes out, we've had a housing boom, an extraordinary rise in financial assets, and unemployment has fallen much faster than most people expected. We spoke about this with Jan Hatzius, the chief economist at Goldman Sachs...


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   1h1m
 
 

Michael Saylor, the CEO Who Turned a Software Company Into a Bitcoin Company


This past summer, the business intelligence software company MicroStrategy made waves when it put some of its extra cash into Bitcoin. Then, as Bitcoin ran up, it bought more, and the stock has now soared thanks to the bet. But what's the reasoning behind the move? We speak with MicroStrategy’s CEO, Michael Saylor, on why he thinks Bitcoin is the best reserve asset for any company.


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   1h18m
 
 

Camille Fournier on Building Tech at Two Sigma


We talk a lot about quantitative trading on the podcast, but typically from a rather big picture perspective, and not at the level of actually building the systems needed for trading and data analysis. On this episode, we speak with Camille Fournier, the head of Platform Engineering at Two Sigma, the financial services firm that, among other things, runs a large hedge fund...


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 2020-12-21  1h9m