The Odd Lots AMA Episode: Tracy and Joe Answer Listener Questions
02 Jan 2025
Contributed by Lukas
As is becoming something of an annual tradition here, we recently asked Odd Lots listeners to send i...
The 10 Most Interesting Things We Learned on Odd Lots in 2024
30 Dec 2024
Contributed by Lukas
As 2024 comes to an end, Tracy and Joe once again look back at the year that was in Odd Lots. On thi...
Odd Lots Talks Beak Capitalism on Money Stuff Talking Chicken
27 Dec 2024
Contributed by Lukas
Back in November, we released our series called Beak Capitalism, which took a look at the entire US ...
Jennifer Granholm on What Will Survive of Biden's Energy Legacy
26 Dec 2024
Contributed by Lukas
The Biden administration made energy and climate a centerpiece of its administration, most notably t...
San Francisco Fed President Mary Daly Explains the 'Hawkish Cut'
23 Dec 2024
Contributed by Lukas
Last week, the Federal Reserve cut benchmark rates by 25 basis points, but simultaneously signaled a...
Jim Caron on the Market Selloff and the Fed's Historic Adjustment
20 Dec 2024
Contributed by Lukas
On Wednesday, the Federal Reserve cut interest rates by 25 basis points as expected. But it also rai...
Nina Achadjian on What It Takes to Win in VC Right Now
19 Dec 2024
Contributed by Lukas
The world of startup investing has undergone massive transformations amid the AI boom, changing capi...
This Stove Company Wants to Change How the World Uses Energy
16 Dec 2024
Contributed by Lukas
One of the minor culture wars in America has to do with electric stoves. To some, they're more energ...
Tim Latimer on Solving the Financing Problem for Geothermal
13 Dec 2024
Contributed by Lukas
Geothermal is a promising technology to provide clean, low-cost, baseload power to the electricity g...
Why You Can't Get a One-Click Mortgage Refi
12 Dec 2024
Contributed by Lukas
You can do a lot of things with the click of a button nowadays. You can get insurance, open a bank a...
How the Hedge Fund Magnetar Is Financing the AI Boom
09 Dec 2024
Contributed by Lukas
AI software and the hardware that enables it have been hugely popular investments this year. But the...
Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era
06 Dec 2024
Contributed by Lukas
In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capita...
Nouriel Roubini's Vision for a New Safe Haven Asset
05 Dec 2024
Contributed by Lukas
For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind...
Goldman's Hatzius and Kostin on Markets and Macro in 2025
02 Dec 2024
Contributed by Lukas
It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and in...
Lots More on the Coming 20-Year Storm with Viktor Shvets
29 Nov 2024
Contributed by Lukas
The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigrat...
How Oaktree's Head of Sourcing Finds the Next Great Deal
28 Nov 2024
Contributed by Lukas
When it comes to credit investing (or really any investing), there's an analytic art in deciding the...
Inside the Blood Sport of Creditor-on-Creditor Violence
25 Nov 2024
Contributed by Lukas
In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anyth...
The Harvard Endowment Is on the Verge of Losing Its Crown
22 Nov 2024
Contributed by Lukas
For years, the Harvard Endowment has easily been the largest endowment of any university. But as of ...
Odd Arne Westad on how China First Joined the Global Capitalist Economy
21 Nov 2024
Contributed by Lukas
How did China become the economic behemoth that it is today? One pivotal moment was, obviously, it's...
How Fraudsters Are Bilking the Government Out of Billions of Dollars
18 Nov 2024
Contributed by Lukas
After his victory, Donald Trump announced that Elon Musk and Vivek Ramaswamy would be leading up a n...
Beak Capitalism, Part 3: Un-Clucking the System
17 Nov 2024
Contributed by Lukas
In the final episode of our special three-part series exploring the US economy through the chicken i...
Beak Capitalism, Part 2: The Chickenization of Everything
16 Nov 2024
Contributed by Lukas
The Odd Lots team is analyzing the US economy through the lens of chicken. In this second episode of...
Beak Capitalism, Part 1: Chickflation
15 Nov 2024
Contributed by Lukas
Everybody loves chicken. And, it turns out, that this humble bird can tell us quite a lot about the ...
Richard Clarida on This Tricky Moment for the Federal Reserve
14 Nov 2024
Contributed by Lukas
Last week the Federal Reserve opted to cut interest rates by 25 basis points, which was what the mar...
Introducing: Beak Capitalism, presented by Odd Lots
13 Nov 2024
Contributed by Lukas
In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through...
Can You Ever Actually De-Risk The Banking System?
11 Nov 2024
Contributed by Lukas
Over the last roughly 15 years, we've seen a migration of certain types of risks outside of regulate...
Max Read on how the Internet Got Infested With Garbage
08 Nov 2024
Contributed by Lukas
There was a a point in time when Twitter used to be good for breaking news. Social media outlets lik...
Harley Bassman on Trump, the Fed, and the Bond Market
07 Nov 2024
Contributed by Lukas
The US election is over and Donald Trump has won a second term as president. Stocks have rallied on ...
Odd Lots Live: What to Watch on Election Night and Beyond
05 Nov 2024
Contributed by Lukas
It's Election Day in the US, so there's no need for any real explanation of what's at stake. Last ni...
Listen Now: US Election Coverage on Bloomberg Podcasts
04 Nov 2024
Contributed by Lukas
Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute...
Ezra Klein On the Legacy of Bidenomics
04 Nov 2024
Contributed by Lukas
The Biden administration has overseen a revival of so-called industrial policy in a way that we have...
What the Nuclear Power Revival Means for the Price of Uranium
01 Nov 2024
Contributed by Lukas
There's something of a uranium cult out there: the investors and traders who believe that nuclear is...
Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.
01 Nov 2024
Contributed by Lukas
China is making steady progress in its quest to dominate key industries of the future, despite years...
Years of Restrictions Didn't Slow China's Quest for Tech Dominance
31 Oct 2024
Contributed by Lukas
In 2015, China identified several key industries of the future for which it aimed to compete at the ...
Why Home Insurance in Florida Is a Mess
28 Oct 2024
Contributed by Lukas
Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course...
Listen Now: The Deal with Alex Rodriguez and Jason Kelly
27 Oct 2024
Contributed by Lukas
When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez an...
Lots More on the Ongoing Mess That Is Boeing
25 Oct 2024
Contributed by Lukas
Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The...
How Banks and Private Credit Became the Best of Frenemies
24 Oct 2024
Contributed by Lukas
By now, everyone knows that private credit is a hot market. What's less known is that banks want in ...
Why Mortgage Rates Went Up After the Fed's Big Cut
21 Oct 2024
Contributed by Lukas
On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 ...
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
18 Oct 2024
Contributed by Lukas
For decades, investors have been told that diversifying is a good thing. You should hold a basket of...
Richard Koo and Zichen Wang on What Just Happened in China
17 Oct 2024
Contributed by Lukas
In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures desig...
Apollo Explains How Big Tech Is Disrupting Credit Markets
14 Oct 2024
Contributed by Lukas
Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like A...
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content)
13 Oct 2024
Contributed by Lukas
What if your contracts could be a roadmap to running your business – the first step in managing yo...
Austan Goolsbee on How This Cycle Turned Out To Be So Different
11 Oct 2024
Contributed by Lukas
In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now chang...
The Ultra-Rich Are Building a Separate World Here on Earth
10 Oct 2024
Contributed by Lukas
In recent years, we've seen the emergence of cities whose main industry is that they're a great plac...
The Math That Explains How Multi-Strategy Hedge Funds Make Money
07 Oct 2024
Contributed by Lukas
Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to ...
Lots More on the Ongoing Mess That Is Intel
04 Oct 2024
Contributed by Lukas
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is t...
The Big Tax Hike Coming in Just Over a Year
03 Oct 2024
Contributed by Lukas
In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts....
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival
30 Sep 2024
Contributed by Lukas
Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile ...
Lots More on Potentially Massive East Coast Port Strikes
27 Sep 2024
Contributed by Lukas
Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on t...
This Is How Industrial Policy Can Go Bad
26 Sep 2024
Contributed by Lukas
Right now, industrial policy is back in vogue in the US. The administration is making an effort at r...
Ariel Investments' John Rogers on How You Can Still Win With Value Investing
23 Sep 2024
Contributed by Lukas
These days if you talk to people about the stock market, they might talk to you about the effect of ...
Lots More With Sam Ro on the Booming World of RIAs
20 Sep 2024
Contributed by Lukas
The Future Proof Festival takes place right on the beach in Huntington Beach, California. Thousands ...
The Next Stage of the Credit Cycle with Oaktree’s Poli
19 Sep 2024
Contributed by Lukas
This week, the Fed cut benchmark rates by 50 basis points. Lower financing costs should be a relief ...
Pimco CIO Dan Ivascyn on the Biggest Fed Decision in Years
18 Sep 2024
Contributed by Lukas
It’s Fed Day, and while everyone expects the central bank to cut benchmark interest rates, the key...
How Josh Brown Created A Financial Media Empire
16 Sep 2024
Contributed by Lukas
15 years ago was a pivotal moment for financial media. On the one hand, we were in the midst of a hu...
Security, Bookmarked: Finance (Sponsored Content)
15 Sep 2024
Contributed by Lukas
Financial institutions have been a leading target for cyber crime since the dawn of the internet. Bu...
Lots More With Isabella Weber on Draghi's EU Competitiveness Report
13 Sep 2024
Contributed by Lukas
This week, former European Central Bank President and Italian Prime Minister Mario Draghi published ...
Adam Tooze on the Big Misconceptions of the Chinese Economy
12 Sep 2024
Contributed by Lukas
One of the big buzzwords over the last year or so has been "overcapacity." There's a constant line o...
US Trade Rep Katherine Tai Describes the New Era of Globalization
09 Sep 2024
Contributed by Lukas
One of the rare areas of bipartisan consensus in the US right now, is on the need to change our trad...
The Booming Crypto Use Case That's Happening Right Now
06 Sep 2024
Contributed by Lukas
Pretty much since the moment that cryptocurrencies came into existence, there's been a chorus of ske...
How Hedge Funds Discover the Next Superstar Trader
05 Sep 2024
Contributed by Lukas
One of the problems in investing or trading is that — to use a common disclaimer — past results ...
The Black Hole of Private Credit That's Swallowing the Economy
02 Sep 2024
Contributed by Lukas
There's been a lot of talk about private credit in recent years. The market has exploded in size, an...
Adam Posen on the Dangers of Jerome Powell's 'Rifle Shot' Jackson Hole Speech
30 Aug 2024
Contributed by Lukas
Last week at Jackson Hole, Federal Reserve Chair Jerome Powell delivered a short and powerful speech...
Hyun Song Shin on How Big the Yen Carry Trade Really Is
29 Aug 2024
Contributed by Lukas
Remember August 5th? That was the day that markets around the world plunged in historic fashion and ...
A New Way for the Fed to Fight a Market Crisis
28 Aug 2024
Contributed by Lukas
When the Treasury market broke in March 2020, the Federal Reserve intervened in extraordinary fashio...
This Is What The Rate Cut Cycle Could Look Like
27 Aug 2024
Contributed by Lukas
At Jackson Hole, Fed Chairman Jerome Powell gave a clear signal that the rate cut cycle is likely to...
What It’s Like to Be a Fed President at Jackson Hole
26 Aug 2024
Contributed by Lukas
This year’s Economic Symposium in Jackson Hole, Wyoming marked a big change for US monetary policy...
Lots More on What We Just Learned at Jackson Hole
23 Aug 2024
Contributed by Lukas
Every year, the Federal Reserve Bank of Kansas City hosts an economic symposium in Jackson Hole, Wyo...
The Hottest Way for Banks to Get Risk Off Their Balance Sheets
22 Aug 2024
Contributed by Lukas
Synthetic risk transfers, in which banks purchase insurance-like protection on some of their loans, ...
Nate Silver and Maria Konnikova on the Art of Election Betting
19 Aug 2024
Contributed by Lukas
Political prediction markets — where traders can make bets on election outcomes — have been arou...
Lots More With Claudia Sahm on What the Sahm Rule Is Saying Now
16 Aug 2024
Contributed by Lukas
The Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down sig...
How the White House Thinks About Economic Security
15 Aug 2024
Contributed by Lukas
The past few years have thrown up a number of potential weaknesses in the American economy. There've...
How the US Treasury Will Fund the Next $20 Trillion in Debt
12 Aug 2024
Contributed by Lukas
When it comes to financing the US government's borrowing needs, the Treasury Department has some dis...
How a Traditional Toymaker Is Going Big on Digital Games
09 Aug 2024
Contributed by Lukas
Hasbro has been making toys for decades, including many classic favorites like G.I. Joe and My Littl...
Goldman Sachs CIO on How the Bank Is Actually Using AI
08 Aug 2024
Contributed by Lukas
There's a lot of hype around generative AI and many people have interfaced with ChatGPT, Claude, or ...
Lots More on Solving the Mystery of the Big Market Selloff
06 Aug 2024
Contributed by Lukas
The S&P 500 has plunged more than 5% over the past couple of trading days. The Nasdaq 100 is dow...
Matt King on the Hidden Forces Driving the Market Selloff
05 Aug 2024
Contributed by Lukas
The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month...
Lots More: Did the Fed Just Make a Policy Mistake?
02 Aug 2024
Contributed by Lukas
This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could...
Two Veteran Chip Builders Have a Plan to Take On Nvidia
01 Aug 2024
Contributed by Lukas
When it comes to chips for artificial intelligence, obviously the name that automatically comes to m...
Zyns, Vapes and the Very Weird Market for New Nicotine Products
29 Jul 2024
Contributed by Lukas
Vapes like Elf bars seem to be everywhere now. Meanwhile, Zyn nicotine pouches have become a huge se...
A Top Miami Broker on the Booming Market for Ultra-Luxury Homes
26 Jul 2024
Contributed by Lukas
We've all seen headlines about the multi-million dollar properties being sold in Miami. Right now, t...
How the Hottest Hedge Funds on Wall Street Really Manage Risk
25 Jul 2024
Contributed by Lukas
Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street...
The US and China Are in an All Out Race For AI Domination
22 Jul 2024
Contributed by Lukas
There are several sources of tension right now between the US and China. Pure trade anxiety is a big...
Lots More on JD Vance and the Future of the US Dollar
19 Jul 2024
Contributed by Lukas
When people talk about the special role that the US dollar plays in the global economy, that's often...
A Guggenheim Executive's Radical Plan to Build Millions of New Homes
18 Jul 2024
Contributed by Lukas
According to numerous estimates, the US is massively short of housing. Zillow, for instance, says Am...
Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
15 Jul 2024
Contributed by Lukas
One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China. W...
James van Geelen on Thematic Investing Right Now
12 Jul 2024
Contributed by Lukas
James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related ...
Joseph Stiglitz on How to Build Shock-Proof Supply Chains
11 Jul 2024
Contributed by Lukas
Joseph Stiglitz is a Nobel Prize-winning economist known for his groundbreaking work on information ...
MMT's Godfather Says the US Government Is Spending Like a Drunken Sailor
08 Jul 2024
Contributed by Lukas
Modern Monetary Theory has gained prominence over the last several years by offering an alternative ...
Lots More With Stinson Dean on Crashing Lumber Prices
05 Jul 2024
Contributed by Lukas
Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in...
How Brazil Gave Birth to One of the World's Greatest Jet Makers
04 Jul 2024
Contributed by Lukas
There aren't many advanced manufacturing success stories in Latin America. And globally, there aren'...
How Brad Jacobs Will Invest $4.5 Billion to Reshape Building Supplies
02 Jul 2024
Contributed by Lukas
Brad Jacobs has made a career of starting, consolidating, and growing whole industries. He did a tru...
The Theory That Explains Why Everyone Went Crazy
01 Jul 2024
Contributed by Lukas
Does it feel to you like society has gone crazy? Well, you're not alone. There's a general view that...
Lots More With Neil Dutta on a Looming Fed Policy Error
28 Jun 2024
Contributed by Lukas
Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic abo...
The American Entrepreneurs Who First Opened The Chinese Market
27 Jun 2024
Contributed by Lukas
From cars to toys to clothes, we're just used to seeing the label "Made In China" on all sorts of th...
Why Tom Lee Thinks We Could See S&P 15,000 by 2030
24 Jun 2024
Contributed by Lukas
The stock market has had a torrid run in 2024 despite the fact that interest rate cuts haven't mater...
CoreWeave's CSO on the Business of Building AI Datacenters
21 Jun 2024
Contributed by Lukas
Everyone knows that the AI boom is built upon the voracious consumption of chips (largely sold by Nv...
John Arnold on Why It's So Hard To Build Things in America
20 Jun 2024
Contributed by Lukas
Virtually everyone, across the ideological spectrum, has the view right now that it's too hard to bu...
Evolving Money: Money Without Borders (Sponsored Content)
18 Jun 2024
Contributed by Lukas
Throughout history, financial markets have struggled with the issue of borders. Borders create frict...