Odd Lots

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

https://bloomberg.com/podcasts/odd_lots

Eine durchschnittliche Folge dieses Podcasts dauert 42m. Bisher sind 760 Folge(n) erschienen. Dieser Podcast erscheint alle 4 Tage.

Gesamtlänge aller Episoden: 21 days 8 hours 10 minutes

subscribe
share






How All Financial Markets Turned Into The Same Big Trade

[transcript]


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...


share








 September 28, 2020  41m
 
 

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

[transcript]


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...


share








 September 24, 2020  38m
 
 

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

[transcript]


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...


share








 September 21, 2020  49m
 
 

How Traders Used Google Searches To See The Economic Recovery In Real Time

[transcript]


The use of so-called "alternative data" has been gathering attention for some time. Investors have been looking at things like credit cards or satellite photos of Walmart parking lots for insights into businesses before earnings or official government numbers come out. But during this crisis, alternative data has really come into its own. The speed of the crash and recovery happened so fast, it was clear that traditional numbers weren’t timely enough to get a read on what was going on...


share








 September 17, 2020  37m
 
 

How SoftBank And Robinhooders Added Fuel To The Stock Market Boom

[transcript]


One of the most intriguing subplots to the 2020 stock market boom has been the speculative fervor with which investors have dived into this market. And it's not just that participants have bought a lot of stock, but that they've been using aggressive options strategies to do so. What's more, it's a range of players doing it, from retail traders on Robinhood (and other platforms) to large institutions like SoftBank...


share








 September 14, 2020  43m
 
 

Why Blank Check Companies Are The Hottest Thing This Year

[transcript]


SPACs have been around a long time. The basic premise is that a group of people raise a bunch of money from public market investors, with the premise of then going out to buy a specific, individual company. They're seen as an alternative to IPOs. While historically they've had a reputation for some questionable deals, this year they've been booming. All kinds of big names like Bill Ackman and Paul Ryan (yes, that one) are getting in on the action...


share








 September 10, 2020  49m
 
 

How A New Type Of Money Helped Cause The Great Financial Crisis

[transcript]


It's fun to talk about what money is, but often it's hard to connect the dots and make it actually relevant to the discussion of the economy and markets. But, in this episode, we do just that. Our guest is Jacob Goldstein, a co-host of Planet Money and the author of the new book, “Money: The True Story Of A Made-Up Thing”. He explains the story of money market mutual funds, how they constituted a new form of money, and how they contributed to the Great Financial Crisis. 

See omnystudio...


share








 September 7, 2020  44m
 
 

Paul McCulley: We Are "Unambiguously" On The Verge Of A Profound Change In The Economy

[transcript]


Paul McCulley is a former Managing Director at PIMCO and a legend of the industry, having helped coin phrases such as "shadow banking" and the "Minsky moment." On this episode, we discuss the history of economic policy ideas, starting with the monetary and supply side revolutions roughly forty years ago, and how they've dominated thinking until today. But the break is coming...


share








 September 3, 2020  1h0m
 
 

Minneapolis Fed President Neel Kashkari On The Historic Challenges For Monetary Policy

[transcript]


The Fed is facing historic challenges for two reasons. The first is the coronavirus and the task of facilitating the economic recovery. The second challenge is one that precedes the crisis, and it has to do with how the Fed operates generally as well as the limits of effective monetary policy...


share








 August 31, 2020  50m
 
 

The Father Of CMBS Says We’re In ‘Uncharted Territory’ When It Comes To Valuing Real Estate

[transcript]


There are some sectors of the real estate market, such as suburban residential housing, that are doing just fine throughout this crisis. However, other areas are facing true existential risk. The value of commercial real estate in big cities is extremely uncertain due to the combination of the virus itself, potential migration out of cities, and the fact that so many people can work from home...


share








 August 27, 2020  47m