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.


Eine durchschnittliche Folge dieses Podcasts dauert 34m. Bisher sind 342 Folge(n) erschienen. Jede Woche gibt es eine neue Folge dieses Podcasts.

Gesamtlänge aller Episoden: 8 days 9 hours 14 minutes


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.



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...



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.



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.



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...



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...



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.



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...



Apple Is at the Cutting Edge of a Revolution in Chips

On a recent episode of Odd Lots, we talked about Intel, and how the former dominant American semiconductor company was stumbling. But big things are happening in the chip industry beyond the manufacturing woes of one company. As it turns out, we're seeing a dramatic rethink of chip architecture, and what they can do, with more emphasis on specialized semiconductors that are really good at performing a specific task...



This Is the Macro Picture Going Into 2021

It's obviously been an extraordinary year for markets and the economy for reasons that don't need stating at this point. But what does 2021 have in store? Can the current trends continue? We talked with two of the smartest macro thinkers we know: Jon Turek, the author of the Cheap Convexity Blog, and Naufal Sanaullah, the Chief Macro Strategist at EIA All Weather Alpha Partners, to discuss the big themes and what to watch for next year.


 2020-12-14  55m