Odd Lots

Moderna's CFO on How to Allocate Capital in Big Pharma

This podcast episode explores the role of a CFO in the pharmaceutical industry, with a focus on Moderna. It highlights the unique challenges faced by CFOs in the industry due to the lengthy and risky nature of drug development. The episode discusses the allocation of resources for drug development, the strategic consid...

Lots More on Why Japanese Stocks Are Surging

This podcast episode explores the changes in the Japanese market and the shift towards shareholder-friendly management practices. It discusses the historical context of the post-war occupation administration, the evolution of corporate governance in Japan, the role of Tokyo Electron as a prime mover in this shift, Warr...

Celsius CEO Explains How They Win in Energy Drinks

Introducing: The Deal with Alex Rodriguez and Jason Kelly

Anat Admati on How to Never Bail Out Banks Again

How to Put a Price on a Bird: the Forgotten Science of Economic Ornithology

What Really Goes Into the Fed's Favorite Measure of Inflation?

How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade

How Ukraine Delivers the Mail During Wartime

A Longtime Aerospace Analyst Questions Boeing's Future

This Is What's Hard About Building a US Domestic Battery Industry

Lots More on What Earnings Are Telling Us About Prices Now

This podcast episode discusses the recent trend of layoffs in the tech industry. The speakers note that while the situation is not as dire as it was earlier in 2023, layoffs are still making news. They also discuss the importance of price increases and margin growth for consumer products companies, as well as the incre...

The Quiet Revolution in How We Rescue Banks

How a Second Trump Administration Could Upend US-China Relations

How Surging US Oil Output Is Being Moved and Stored

NY Community Bancorp's Problems in the Rent-Stabilized Market

How Businesses Decide Exactly Where to Set Up Shop

This podcast episode explores the intricacies of site selection for retail businesses, emphasizing the significance of considering various factors that influence consumer behavior, such as convenience, accessibility, co-tenancy, and demographic profiling. It delves into the strategies and challenges involved in selecti...

Lots More on Why Farmers Across Europe Are Furious

How Global Shippers Are Dealing With a Worsening Red Sea Crisis

Mark Cabana on the Fed, QT and Treasury Funding

This podcast episode delves into various aspects related to monetary policy, the Fed balance sheet, commercial banks' liquidity preferences, negative equity, quantitative tightening (QT), and more. The experts discuss the impact of recent rate hikes, the failure of SVB, and the dynamics of the repo market on liquidity ...