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 39m. Bisher sind 456 Folge(n) erschienen. Alle 4 Tage erscheint eine Folge dieses Podcasts.

Gesamtlänge aller Episoden: 12 days 20 hours 52 minutes

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Stinson Dean on the Lumber Crash That Followed the Boom


These days, commodities around the world are on a tear. But earlier this year, there was a lot of fixation on one in particular: lumber. Lumber went absolutely parabolic in the spring before collapsing rapidly. What's interesting is that this collapse was not due to a slowdown in housing per se. Housing is booming. Instead, it was a variety of idiosyncratic factors (including lumber storage availability) that caused the wild move...


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 2021-11-08  1h5m
 
 

Citi’s Matt King on Why Inflation Isn’t Transitory and the Fed May Induce a Recession


Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, risk assets like stocks are doing just fine. There seems to be some presumption that any Fed rate-hiking cycle will be mild and that ultimately inflation will settle down without too much further pain. Matt King, the Global Markets Strategist at Citigroup, isn't convinced...


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 2021-11-04  59m
 
 

This Is How They Could Literally Mint a Trillion Dollar Coin


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 2021-11-01  1h1m
 
 

Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7


In recent weeks, the White House has attempted to make a greater effort to improve the functioning of supply chains. One effort includes getting the Port of Los Angeles, and the various companies who operate there, to operate 24/7. But this is going to be a herculean task. On this episode we speak with Craig Fuller, the Founder and CEO of the information and data company FreightWaves to talk about the ports, trucking, and why it's so difficult to modernize these markets...


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 2021-10-28  1h5m
 
 

Dan Alpert on the Big Difference Between Now and the 1970s


Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people thinking about the 1970s. Not only was this the last time the U.S. had a sustained period of high inflation, it was the period during which many of today's policymakers really started to form their views about managing the economy...


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 2021-10-25  1h3m
 
 

Axie Infinity, the Crypto Game That’s Grown Over 200x This Year Alone


Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners has to be Axie Infinity, a blockchain-based game, whose token AXS has surged over 200x just since the start of the year. Axie is a pioneer of what's come to be known as a "play to earn" model, whereby participants who play the game can actually make money. Its popularity, for example, has exploded in the Philippines, where numerous people are making a living from it...


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 2021-10-21  59m
 
 

Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain


Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities complex for several reasons. Since then, of course, we've seen several markets go on an absolute tear and to a degree that's taken even him by surprise. The bad news for commodities consumers? We still haven't hit max pain...


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 2021-10-18  48m
 
 

Ryan Petersen on How Global Supply Chains Have Gotten Even Worse


We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots. And with each episode the question is "ok, so when will things normalize?" But basically, not only have things not normalized, things have gotten much worse. So why can't the system stabilize? On this episode, we speak again with Ryan Petersen, the CEO of the logistics firm Flexport, on how supply chain pressures have gotten even worse since the last time we spoke with him in the spring...


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 2021-10-14  51m
 
 

Michael Pettis on What Evergrande Means for China’s Macro Economy


The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. What will be the impact on creditors or people who have put down payments on homes that haven't been built yet? And what will the ripple effects be on other credits? In addition to the financial fallout, there's also a macro angle. Real estate is extremely important to the Chinese economy for all kinds of reasons. And what happens in China has effects on all of its trading partners...


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 2021-10-11  56m
 
 

Introducing: Breakthrough


On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing our understanding of healthcare and medicine. We start with an examination of long Covid, a mysterious new illness that has stumped doctors attempting to treat symptoms that last for months and potentially years. It has changed the way hospitals work and forced healthcare officials to prepare for the next pandemic. Covid has also opened the door to revolutionary technology: messenger RNA vaccines...


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 2021-10-08  4m