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 35m. Bisher sind 394 Folge(n) erschienen. Dieser Podcast erscheint wöchentlich.

Gesamtlänge aller Episoden: 10 days 6 hours 51 minutes

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Jared Bernstein on Taxes, Spending, and Why President Biden Wants to 'Pay for It'


Jared Bernstein has been a longtime advisor to President Joe Biden. He was his advisor while Biden was Vice President, and today he serves on the Council of Economic Advisors. On the latest Odd Lots, he joins us to talk about the current state of the economy, inflation, and, more importantly, the White House's vision for taxing and spending...


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 2021-05-13  58m
 
 

A Special Announcement From Joe and Tracy


Please check out this special announcement from Joe and Tracy, who have an update on a new Odd Lots initiative, involving a new blog, show transcripts, and more.


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 2021-05-11  3m
 
 

Viktor Shvets on Inflation and How Crypto Could Cause the Next Financial Crisis


What will the economy really look like when things normalize? Lots of people are, of course, anticipating a sustained rise in inflation, even beyond this burst in prices right now. Our guest this week is skeptical. We speak about the new landscape with Viktor Shvets, a Managing Director at Macquarie, on why he doesn't see the disinflationary trends changing anytime soon. He also argues that the next crisis could originate in the mania for cryptocurrencies.


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 2021-05-10  43m
 
 

Hayden Adams Explains Uniswap and the Rise of DeFi


There's an irony with crypto. While so much of it is ostensibly about circumventing legacy finance, many of the most important pieces of crypto infrastructure are centralized financial entities. For example, the newly public Coinbase holds fiat currency and is subject to numerous regulations. Enter decentralized exchanges...


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 2021-05-06  59m
 
 

How to Make the U.S. Semiconductor Industry Boom Again


This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire much-needed chips, semiconductors are becoming a major political issue...


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 2021-05-03  54m
 
 

What Adam Tooze Learned About the World Last Year


There's probably nobody better at synthesizing massive events like Columbia professor Adam Tooze. His book Crashed, which came out in 2018, was probably the definitive take on the Great Financial Crisis. Later this year he has another book coming out on the Coronavirus crisis, and the political and economic lessons therein. On this Odd Lots, we speak with him about the extraordinary year, what it's meant for the U.S., China, Europe, etc., and the change in the economic landscape.


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 2021-04-29  56m
 
 

Why the Price of Lumber Has Soared Day After Day After Day


It's not often that lumber becomes a national obsession. But this year it has. Thanks to a combination of factors, including diminished sawmill capacity, a renovation boom, and then a homebuilding boom, the price of finished wood has soared to never-before-seen heights. On this episode, we speak with Stinson Dean, a lumber trader at Deacon Trading, to explain why the market has gone so wild, and how the market is structured.


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 2021-04-26  1h3m
 
 

How to Build a Portfolio That Outperforms For a Century


There's a huge question mark at the moment about whether markets are at some sort of important turning point. For instance, we've seen big amounts of fiscal stimulus in the U.S., sparking concerns that inflation might finally return and overturn a decades-long bull run in bonds. So how can investors protect against that scenario and other major inflection points in markets? On this episode of Odd Lots, we speak to Chris Cole, the founder of Artemis Capital Management...


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 2021-04-22  48m
 
 

John Hempton on Greensill, Archegos and What It's Like To Short Right Now


It's a weird moment for the markets. The big stock indices are near all time highs. And yet there have been some high profile meltdowns and blowups. There was the collapse of the vendor financing firm Greensill. And there was the wipeout of the Bill Hwang fortune. Meanwhile, numerous SPACs and other speculative stocks have been getting clobbered. So we talked to short seller John Hempton, the CIO and co-founder of Bronte Capital, for an explanation of what's really going on.


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 2021-04-19  56m
 
 

Zach Carter on the Real Story of Weimar Hyperinflation


Whenever the government is engaging in fiscal or monetary expansion, people like to invoke the history of Weimar Germany and how soon we might all go around transporting dollars in wheelbarrows. But what really happened with Weimar and how did it come about? On this episode, we speak with Zach Carter, the author of the best-selling book “The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes...


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 2021-04-15  58m