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 343 Folge(n) erschienen. Jede Woche gibt es eine neue Folge dieses Podcasts.

Gesamtlänge aller Episoden: 8 days 10 hours 3 minutes

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This Is The NYSE's Plan To Win More Direct Listings


This year's stock market boom has coincided with a boom in new listings. There have been plenty of IPOs, numerous SPACs, and an uptick in companies doing direct listings on the exchange. That third category has gotten relatively less attention, but it potentially represents a powerful offering from the NYSE, which unlike many other financial companies, has performed quite well...


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 2020-11-09  50m
 
 

Michael Mauboussin On Valuing Intangible Assets


Measuring a company's book value is a classic practice among investors seeking to understand how much a firm's actual assets are worth...


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 2020-11-05  46m
 
 

A Forensic Accountant On Why Chinese Internet Companies Are So Tough To Analyze


The IPO of Ant Financial will go down as one of the most extraordinary deals of all time. And in general, Chinese internet companies have been huge winners in the post-crisis period. But what does it take to really analyze the quality of their businesses? On this episode, we speak with Stephen Clapham, a forensic accountant, and the founder of Behind The Balance Sheet, who explains why understanding what's really going on with these companies is so tricky.


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 2020-11-02  56m
 
 

Lessons From Ruth Krivoy, the Former Head of Venezuela's Central Bank


The COVID-19 crisis has pushed central banks around the world into uncharted territory. Typically when we talk about this, it's from the perspective of the Fed or the ECB. But this has also been an extraordinary period for emerging market central banks. On this episode, we speak with Ruth Krivoy who ran the Venezuelan central bank in the early 1990s. She discusses the lessons she learned during that period and how they apply now.


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 2020-10-29  55m
 
 

JPMorgan's Josh Younger on Rate Derivatives and Volatility Ahead of the Election


For months now, traders have been positioning for a major volatility spike around the November election. But what are markets really expecting, and how are investors hedging? On this episode, we speak with Josh Younger, a rate derivatives strategist at JPMorgan to discuss how he goes about finding signal in the market's noise, how traders are positioning, and what could be a shock to the market on election day.


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 2020-10-26  57m
 
 

Benoît Cœuré On Central Bank Digital Currencies And The Future Of Monetary Policy


Central banks around the world are increasingly launching pilot projects to explore the possibility of issuing digital currencies. But how would they work and what would they accomplish? On this episode, we speak with Benoît Cœuré, the head of the BIS Innovation Hub and a former member of the ECB Executive Board. We discuss CBDCs as well as the future of monetary policy more broadly.


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 2020-10-22  57m
 
 

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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 2020-10-20  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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 2020-10-19  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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 2020-10-15  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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 2020-10-12  57m