Odd Lots

Big Take DC: Economists May Be Using Bad Data to Make Big Decisions

Lots More with Claudia Sahm

Why the Short Volatility Trade Is Back and Bigger Than Ever

This podcast episode explores the complexities of the financial world, diving into strategies like shorting vol, derivative strategies, tail exposure, and the impact of shorter dated options. It delves into the history of Osage County, Oklahoma, discussing the acquisition of Osage land and wealth by white people and th...

Lots More on China's Moves to Create a Dollar Alternative

This podcast episode explores various aspects of China's efforts to reduce its dependence on the US dollar, including economic and geopolitical motivations, strategies to diversify currency options, the role in the energy transition and rare earth metals, the Belt and Road Initiative's contribution, and the implication...

The Anonymous Meme Account Chronicling Credit Market Craziness

This podcast episode delves into the world of private credit, highlighting its differences from public credit and the factors driving investor interest. Listeners gain insights into the intricacies of working in private credit, the role of data rooms and covenants, the process of structuring deals, assessing key risks,...

Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

"This podcast episode explores the current macro environment, the roles of a chief economist and head of research at an asset manager, the sources of alpha in global macro investing, the Federal Reserve's monetary policy stance, the challenges of the current economic landscape, the geopolitical risks that have reshaped...

The Moment That Boeing's Culture Started To Rot

This podcast episode analyzes Boeing's recent struggles, delving into the internal issues, cultural factors, and management decisions that contributed to the 737 MAX tragedies. It explores the challenges the company faces in regaining its dominance and examines the broader implications for the US economy, the aviation ...

US Oil Is Booming and It's Upending Global Markets

This podcast episode explores the complexities of the oil industry, diving into the remarkable resurgence of oil production in the United States, the challenges and opportunities of technological advancements, and the geopolitical dynamics that influence oil markets and supply. It provides valuable insights into the in...

The Massive Economic Impact If China Invades Taiwan

The Odd Lots podcast episode features hosts Joe Weisenthal and Tracy Alloway discussing the escalating tensions between China and Taiwan with guests Jennifer Welch and Gerard DiPippo, both geoeconomics analysts from Bloomberg Economics. The discussion explores the historical context, current geopolitical factors, and p...

Lots More on What's Hot at JPM's Health Conference

Harley Bassman on Why the Big Moves in the Bond Market Are Done

Lael Brainard on What Still Can Be Done to Lower Prices

This Is the Impact of Billions Flowing Into Private Credit

Attacks in the Red Sea Are Reconfiguring Global Trade Again

This episode discusses supply chain disruptions in 2024, the challenges faced by the trucking industry, and the rise and fall of freight tech companies. It further explores the role of private and community owned airports in the United States, particularly their significance in the agricultural ecosystem.

The Top 10 Things We Learned on Odd Lots in 2023

Brad Jacobs Plans to Make Billions in the Building Supply Industry

The podcast explores the building products distribution industry, focusing on its fragmentation, growth potential, and technological opportunities. Brad Jacobs, founder of QXO and author of "How to Make a Few Billion Dollars," discusses his plans to create a market leader in this space by consolidating distributors and...

The Odd Lots AMA Episode: Joe and Tracy Answer Your Questions

Why So Many People Got This Year's Economy Wrong

This podcast episode examines the unexpected economic trends in 2023, including the persistent resilience of the economy despite recessionary predictions, discusses recession models' evolution and projections, analyzes monetary policy's impact on labor and credit markets, and assesses the ongoing disinflation and the F...

Introducing: Bloomberg News Now

A County in Maryland Came up With a New Way of Building Affordable Homes