Odd Lots

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

https://bloomberg.com/podcasts/odd_lots

Eine durchschnittliche Folge dieses Podcasts dauert 33m. Bisher sind 317 Folge(n) erschienen. Dies ist ein wöchentlich erscheinender Podcast
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Rep. Ro Khanna On Why Democrats Should Cut A Stimulus Deal With The White House


With just two weeks until the election, talks over a stimulus deal remain ongoing, with negotiations having picked up between House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin. Many of the disagreements haven't been about the price tag per se, but around language on such things as a national testing strategy and workplace liability...


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   53m
 
 

A Volatility Arbitrage Trader On What Markets Are Saying Right Now


It's been an extraordinary year for traders of volatility. We had the crisis, we had this incredible surge in retail call options buying, and we have the election coming up. On this episode, we speak with Kris Sidial, a co-founder and vice president at The Ambrus Group, to discuss volatility arbitrage trading in this extraordinary environment.


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   44m
 
 

How Tobacco Became One Of The Greatest Investments In History


For over a century, tobacco stocks have been among the greatest investments in history, consistently outperforming other sectors decade after decade. But what is it about tobacco companies specifically that has led to this incredible performance? On this episode, we speak with financial advisor Lawrence Hamtil along with Gene Hoots, a financial advisor and the author of “Going Down Tobacco Road”, to discuss the extraordinary performance of this sector.


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   56m
 
 

Michael Hudson On Why The US Risks Becoming The Next Greece


In the wake of the Great Financial Crisis, you heard a lot of talk about the US becoming like Greece unless the budget deficit were brought under control. However, these warnings proved to be unfounded. That being said, there are risks of a different variety. On the latest Odd Lots, we speak with the economist Michael Hudson on the risk of too much private sector debt, which could lead to permanently degraded consumption and investment.


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   57m
 
 

What It Takes To Win At Quant Investing


Interest in quantitative investing strategies continues to grow; however, as the space gets more competitive, making money and winning gets harder and harder. Computation costs alone can be prohibitive. On the latest episode, we speak with Columbia Business School professor Ciamac Moallemi about how the world's best quant funds thrive.


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   50m
 
 

An IMF Economist On The Challenge Of Finding The Neutral Rate Of Interest


One of the guiding lights of Fed policy over the years has been the so-called Neutral Rate of Interest or R*. It's at this rate, theoretically, where the economy comes into balance, with full employment and stable prices. Yet, not only has discovering that level become challenging, but the premise itself has been called into question...


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   53m
 
 

Volatility Suppression Turned The Entire Economy Into One Big Carry Trade


In a carry trade, an investor borrows money cheaply to buy an asset that yields more. As long as nothing changes overall, the investors get to pocket the spread. In our latest episode, our guests argue that more and more aspects of the economy resemble this trade, and that the culprit is the policymaker suppression of volatility...


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   46m
 
 

How All Financial Markets Turned Into The Same Big Trade


These days it seems like all financial markets are the same big trade. A gold chart looks like a Tesla chart, which looks like an Ethereum chart, which looks like a chart of a basket of cloud computing stocks. So why is this? And what could cause that to change? On this episode, we speak with Jared Woodard, the head of the Research Investment Committee at Bank of America, who recently published a report on exactly this...


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   45m
 
 

This Is What Happened When They Tried To Fix Journalism Using Blockchain


Back in 2017, during the Bitcoin boom, there were a number of different attempts to use blockchain technology to improve a host of businesses and industries. Many of those were cynical attempts to cash in on the bubble, but some did have loftier ambitions. On this episode of Odd Lots, we speak with Maria Bustillos, who was the co-founder of a project called Civil, which aimed to fund a series of newsrooms, backed by their own Ethereum-based token...


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   42m
 
 

A Top Crypto Exchange CEO Explains Why The 2020 Boom Is Different


Crypto is hot this year again. In 2020, we've not only seen a substantial rally across a lot of different coins, there's been an emergency of new experiments, categories, and protocols. Is it more sustainable this time around, or is it going to fizzle like it did last time? On this episode, we speak with Catherine Coley, the CEO of Binance US about trends in this market, why she left the traditional finance world to go crypto, and where all of this new activity is actually going. 


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   53m