Magic the Gathering's Creator Wants to Create an Even Better Game
23 Nov 2023
Contributed by Lukas
Since bursting onto the scene in the mid-1990s, Magic the Gathering has become one of the most pop...
Here's What's Going Wrong in the US Offshore Wind Industry
22 Nov 2023
Contributed by Lukas
The effort to decarbonize the US electricity grid involves a range of technologies and power sources...
Why Private Credit's Been Booming Even as Interest Rates Go Up
20 Nov 2023
Contributed by Lukas
It's no secret that the market for private credit has boomed in recent years. The surprising thing i...
The Fed's Michael Barr on Real-Time Payments and the Basel Endgame
17 Nov 2023
Contributed by Lukas
Michael Barr is a busy man these days. As the Federal Reserve's vice-chair for supervision, he's loo...
Lina Khan Is Sending a Message to the Private Equity Industry
16 Nov 2023
Contributed by Lukas
Since becoming chair of the Federal Trade Commission, Lina Khan has arguably taken a novel approach ...
What's Been Happening With the Iranian Stock Market
13 Nov 2023
Contributed by Lukas
Back in 2020, we spoke with Maciej Wojtal, a London-based fund manager who specializes in Iranian st...
The OCC’s Michael Hsu on the Big Risks Facing Banking Businesses Right Now
09 Nov 2023
Contributed by Lukas
Earlier this year, we saw the collapse of Silicon Valley Bank and Silvergate Bank following a run on...
Introducing: Elon, Inc.
08 Nov 2023
Contributed by Lukas
At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than E...
The Economics of Building a Childcare Business
06 Nov 2023
Contributed by Lukas
Finding good, high quality childcare has been a growing challenge in the US for a long time. The pan...
Dimensional Co-CEO Gerard O'Reilly on the Future of Fund Management
02 Nov 2023
Contributed by Lukas
Dimensional Fund Advisors is one of the fastest growing providers of mutual funds and ETFs. It was f...
What the Summer of Strikes Means For The Broader Economy
30 Oct 2023
Contributed by Lukas
This special episode of Odd Lots was recorded live at the Bloomberg Screentime festival earlier this...
The Incredible Rise of the Celsius Energy Drink
26 Oct 2023
Contributed by Lukas
For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along a...
What's Really Standing in the Way of a Nuclear Renaissance?
23 Oct 2023
Contributed by Lukas
The US is taking a fresh look at nuclear power. After a dearth of construction, and de-commissioning...
Lots More with Gregory Brew
20 Oct 2023
Contributed by Lukas
So far, the war between Israel and Hamas has had only a mild impact on world markets. Oil prices are...
This Is What an 8% Mortgage Means For the Housing Market
19 Oct 2023
Contributed by Lukas
Mortgage rates have surged over the last couple of years. But surprisingly to some, actual home pric...
How An Old Banking Regulation May Have Driven The 1970s Inflation
16 Oct 2023
Contributed by Lukas
There remains a lot of anxiety over whether inflation in the US will gather steam all over again. Pa...
NY's Cannabis Rollout Could Destroy a Legal Entrepreneur
11 Oct 2023
Contributed by Lukas
When New York legalized recreational cannabis for adults, it didn't just want to fling the gates wid...
JPMorgan's Jay Barry on the Big Selloff in Bonds
11 Oct 2023
Contributed by Lukas
In the past week, the bond market has experienced a historic selloff. Yields on benchmark 10-year US...
Jigar Shah on the Pathway to Clean, Cheap, and Abundant Energy
06 Oct 2023
Contributed by Lukas
Jigar Shah is the head of the Loan Programs Office at the Department of Energy and thanks to the Inf...
Austan Goolsbee on the 'Golden Path' to a Soft Landing
04 Oct 2023
Contributed by Lukas
Can a soft landing be achieved? This is still a wide open question, given the highly uncertain macro...
The Fed's Tom Barkin On the Impact of Higher Interest Rates
02 Oct 2023
Contributed by Lukas
The US economy has so far withstood the effects of higher interest rates a lot better than expected....
Lots More with Matt Levine and Mike Mackenzie
29 Sep 2023
Contributed by Lukas
For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast sho...
The Real Pain From Rate Hikes May Still Be on the Way
28 Sep 2023
Contributed by Lukas
The Federal Reserve has hiked rates in rapid fashion, yet the evidence of their impact is scarce. In...
Why the Degrowth Movement Is Having a Moment
27 Sep 2023
Contributed by Lukas
When it comes to economics, there are a bunch of different schools to choose from, but pretty much a...
Why Insurers Are Pulling Out of High-Risk Areas
25 Sep 2023
Contributed by Lukas
This year has seen a spate of insurance companies announcing that they're leaving markets like Flori...
Steven Rattner on the UAW Strike and the Challenges of Bidenomics
22 Sep 2023
Contributed by Lukas
When the US auto industry needed a restructuring or bailout in 2009, the Obama administration tapped...
Morgan Housel on the New Way We Think About Money
21 Sep 2023
Contributed by Lukas
When generations undergo any kind of collective life-changing event, it shapes how people think abou...
Oaktree's Wayne Dahl on Credit Markets Right Now
18 Sep 2023
Contributed by Lukas
In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it mo...
Lots More With Neil Dutta
15 Sep 2023
Contributed by Lukas
For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast sho...
Senator Chris Coons on How to Fix Our Response to Avian Flu
14 Sep 2023
Contributed by Lukas
Last year, consumers around the country experienced an explosion in the price of eggs, in part due t...
Bill Gross on the End of the Great Bond Bull Market
13 Sep 2023
Contributed by Lukas
Bill Gross became known as the Bond King during his legendary, multi-decade run at Pimco, eventually...
What Rising Rates and Surging Insurance Prices Are Doing to Real Estate
11 Sep 2023
Contributed by Lukas
In some respects, the real estate market has been surprisingly resilient in the face of rising inter...
Self-Driving Cars Might Finally Be For Real This Time
07 Sep 2023
Contributed by Lukas
A decade ago, there was a lot of hype about self driving cars. In fact, there was more interest in s...
This Is How New York City Gets Its Produce
04 Sep 2023
Contributed by Lukas
Certain people claim that New York City has a reputation for... not having the best fruits and veget...
Hyun Song Shin on the New Financial Stability Risks
31 Aug 2023
Contributed by Lukas
At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's ...
Adam Posen Has a Warning on the Danger of Bidenomics
30 Aug 2023
Contributed by Lukas
The Biden administration has undertaken an aggressive effort to revitalize domestic manufacturing, p...
Barry Eichengreen on the New Era of High Government Debt
29 Aug 2023
Contributed by Lukas
In recent years, the absolute level of government debt around the world has risen dramatically. The ...
Darrell Duffie On How to Fix the World’s Most Important Market
28 Aug 2023
Contributed by Lukas
In the global financial system, US Treasuries play a special role. They’re basically as close to c...
This Is What We Just Learned In Jackson Hole
26 Aug 2023
Contributed by Lukas
On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City F...
BONUS EPISODE: Bloomberg Surveillance in Jackson Hole
25 Aug 2023
Contributed by Lukas
Bloomberg Surveillance comes to the Odd Lots podcast! Listen for a special edition of Bloomberg Su...
Why Tractor Supply Is One of the Most Interesting Retailers On the Planet
24 Aug 2023
Contributed by Lukas
Tractor Supply Co. has grown from a small mail order business set up in the 1930s into the biggest f...
The Four Big Structural Forces Holding Back China's Economy
21 Aug 2023
Contributed by Lukas
The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The propert...
Here's How the New Weight Loss Drugs Could Change Everything
17 Aug 2023
Contributed by Lukas
There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mo...
How Economic Complexity Explains Which Countries Become Rich
14 Aug 2023
Contributed by Lukas
Why do some countries become rich while others stagnate? And can you predict which countries become ...
Paul Krugman on UFOs, AI and Room Temperature Superconductors
11 Aug 2023
Contributed by Lukas
There have been a number of news stories lately that seem straight out of science fiction. We've hea...
The Two Strikes That Ground Hollywood to a Halt
10 Aug 2023
Contributed by Lukas
Movie and TV productions have come to a nearly complete stop in Hollywood. Both the Screen Actors Gu...
What the UAW Wants From Its Fight With the Big Three
07 Aug 2023
Contributed by Lukas
On September 14, the contract between the United Auto Workers and the Big Three carmakers (GM, Ford ...
The Chinese EV Maker That's Selling More Cars Than Tesla
03 Aug 2023
Contributed by Lukas
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale...
DOJ's Jonathan Kanter on the Bidenomics Approach to Antitrust
31 Jul 2023
Contributed by Lukas
A key plank of the Biden administration's "Bidenomics" involves stronger antitrust enforcement and w...
The Massive Shift Underway in the US Banking System
27 Jul 2023
Contributed by Lukas
When Silicon Valley Bank imploded, there was a lot of talk about the future of regional and communit...
Are We About to See the Shortest Housing Cycle Ever?
24 Jul 2023
Contributed by Lukas
Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of w...
How to Build the Ultimate GPU Cloud to Power AI
20 Jul 2023
Contributed by Lukas
Artificial Intelligence is all the rage right now and most of the investor excitement has so far bee...
Josh Wolfe on Where Investors Will Make Money in AI
17 Jul 2023
Contributed by Lukas
We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the com...
Understanding the Real Fight Over Water in Arizona
14 Jul 2023
Contributed by Lukas
Arizona recently announced new constraints on housing development in the areas around Phoenix. At is...
An Arizona Farmer on How to Grow Alfalfa in the Middle of the Desert
13 Jul 2023
Contributed by Lukas
Due to a combination of drought, climate change and booming growth, Arizona is facing looming water ...
Richard Koo on China's Risk of 'Japanification'
10 Jul 2023
Contributed by Lukas
Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of d...
What It Really Takes to Convert an Office Building Into Apartments
06 Jul 2023
Contributed by Lukas
Big cities like New York have two real estate problems. Housing is scarce and office buildings are e...
Jared Bernstein on the Next Stage of Bidenomics
04 Jul 2023
Contributed by Lukas
President Biden recently made it clear that what we're seeing play out in the economy now is the res...
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
03 Jul 2023
Contributed by Lukas
Every industry is trying to figure out just how AI or Large Language Models can be used to do busine...
Zoltan Pozsar on His Next Big Move and the Coming Monetary Divorce
30 Jun 2023
Contributed by Lukas
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eig...
What Ben McKenzie Learned When He Started Investigating Crypto
29 Jun 2023
Contributed by Lukas
When the pandemic struck in 2020, the actor Ben McKenzie (who you might know from The OC and Gotham)...
James Montier Explains Why Corporate Profits Keep Going Up
26 Jun 2023
Contributed by Lukas
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate pro...
Why Saudi Arabia Is Spending Millions on Soccer Stars
23 Jun 2023
Contributed by Lukas
Saudi Arabia has been spending hundreds of millions of dollars snapping up international soccer star...
This Is How Finance and Banking Worked Before Computers
22 Jun 2023
Contributed by Lukas
We're used to thinking of modern finance as practically synonymous with computers. Banks are basical...
Josh Younger on the Surprising Origins of Eurodollars and Petrodollars
19 Jun 2023
Contributed by Lukas
De-dollarization is all the rage right now, with lots of talk about whether the US currency will be ...
Steve Eisman on Banks, AI and His Next Big Bet
16 Jun 2023
Contributed by Lukas
Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis ...
The Eyeball-Scanning Plan Designed to Save Us From AI
15 Jun 2023
Contributed by Lukas
There are all kinds of societal concerns emerging out of the rise of artificial intelligence. Will i...
This Is What Happens When Governments Build Software
12 Jun 2023
Contributed by Lukas
There's a lot of frustration about the government's ability to build things in the US. Subways. Brid...
Brad Setser on How World Trade Changed In the Last Three Years
09 Jun 2023
Contributed by Lukas
A lot has happened since we last spoke to Brad Setser in April 2020, towards the beginning of the Co...
Isabella Weber on the Big Rethink of Inflation
08 Jun 2023
Contributed by Lukas
Earlier this year, Odd Lots talked about the idea of companies taking advantage of bottlenecks and o...
Jim Grant Sees an Era of Higher Rates That Could Last For Years
05 Jun 2023
Contributed by Lukas
If you think interest rates seem high right now, you might be operating with too short of a perspect...
Counterfeiting Scandals Keep Slamming the Commodities Market
01 Jun 2023
Contributed by Lukas
Earlier this year, it emerged that the London Metals Exchange had been holding a bunch of bags fille...
This Is How We'll Know If the CHIPS Act Is Working
29 May 2023
Contributed by Lukas
The US government is spending billions of dollars to build out state-of-the-art domestic semiconduct...
Slack Founder Stewart Butterfield on AI, Software, and the End of the Tech Boom
25 May 2023
Contributed by Lukas
Stewart Butterfield has been at the forefront of two epochal turning points for tech. First, he was ...
On the Debt Ceiling, the White House Is Doing What It Said It Wouldn't Do
24 May 2023
Contributed by Lukas
In 2011, then-Vice President Biden had a front row seat to a bruising debt ceiling standoff between ...
What Needs to Happen for the Renminbi to Seriously Compete With the Dollar
22 May 2023
Contributed by Lukas
There's a lot of discussion these days about de-dollarization and whether the US dollar will lose it...
We're In the Midst of Trucking Bloodbath 2.0
19 May 2023
Contributed by Lukas
A couple of years ago, it was an amazing time to have a truck or be a trucker. The goods economy was...
CFTC Chair Rostin Behnam on the Fight to Regulate Crypto
18 May 2023
Contributed by Lukas
We're still in the middle of a "crypto winter" with the price of coins well off their highs from bac...
The CME's Terry Duffy on the Big Risks He's Seeing Now
15 May 2023
Contributed by Lukas
Terry Duffy is the chairman and CEO of CME Group, the world's biggest derivatives exchange and a tra...
Introducing - Spellcaster: The Fall of Sam Bankman-Fried
12 May 2023
Contributed by Lukas
Coming soon: When nerdy gamer Sam Bankman-Fried rocketed to fame as the world’s richest 29-year-ol...
Ben Smith on the End of an Era for Digital Media
12 May 2023
Contributed by Lukas
The 2010s saw the rise of a number of digital media startups like BuzzFeed News, Gawker Media, Vice,...
The Fed Hiked Rates Rapidly and Housing Is as Broken as Ever
11 May 2023
Contributed by Lukas
The Federal Reserve has hiked rates rapidly over the last 18 months, and yet inflation remains surpr...
Inside the Battle for Chips That Will Power Artificial Intelligence
08 May 2023
Contributed by Lukas
Nobody knows for sure who is going to make all the money when it comes to artificial intelligence. W...
Care Work in the United States Has Been Broken for Years
04 May 2023
Contributed by Lukas
Disruptions caused by the pandemic have revealed deep flaws in our supply chain for physical goods. ...
The White Oak Shortage That Could Ruin the Bourbon Industry
01 May 2023
Contributed by Lukas
Some supply chain crises are acute. A bottleneck at the ports. A shortage of semiconductors. These c...
Why the Desire to Move Away From the Dollar Is Getting Real
27 Apr 2023
Contributed by Lukas
There's been a lot of discussion about the possibility of "de-dollarization," or the idea that the w...
Here Are the Signs of a Slow-Moving Credit Crunch
24 Apr 2023
Contributed by Lukas
The big headlines from March's banking crisis have receded and balances at some of the Federal Reser...
Pot Lots Part 3: Righting the Wrongs of the Past
20 Apr 2023
Contributed by Lukas
Marijuana has been legalized in a number of places in the US now, but what New York is trying to do ...
Pot Lots Part 2: The Business of Big Cannabis
20 Apr 2023
Contributed by Lukas
In some respects, selling legalized cannabis should be like many other consumer goods business. You ...
Pot Lots Part 1: Birth of a Marijuana Market
20 Apr 2023
Contributed by Lukas
New York City has long been seen as a holy grail for the legal weed industry, with millions of poten...
So Much of the World Economy Has Been Going in Reverse
17 Apr 2023
Contributed by Lukas
Over time, we expect the world to get richer. Yes, there are disruptions and setbacks (and we have s...
Eight Months In, What Is Happening With Biden's CHIPS Act?
13 Apr 2023
Contributed by Lukas
In August of last year, the White House signed the CHIPS and Science Act of 2022, a bipartisan effor...
What Commercial Real Estate Stress Means for Banks and Bond Funds
10 Apr 2023
Contributed by Lukas
In the last month or so, two macro risks have become top of mind for investors. One is the stability...
Nassim Taleb on What Bitcoiners, Anti-Vaxxers and Deadlift Maxis All Get Wrong
06 Apr 2023
Contributed by Lukas
Nassim Taleb has never been shy about expressing his viewpoints on a wide range of topics. But latel...
The NYC Landlord Who Says the "Golden Age" of Being a Landlord Is Over
03 Apr 2023
Contributed by Lukas
For the most part, being a landlord, particularly in a major city, has been a good business to be in...
Matt King Sees a $1 Trillion Liquidity Drain Heading for Markets
30 Mar 2023
Contributed by Lukas
One of the big mysteries in markets right now is why risk assets rallied so strongly into the new ye...
Betsy Cohen On Tech Investing and How SVB Failed Banking 101
27 Mar 2023
Contributed by Lukas
The tech world is in a precarious moment. Valuations are down. The IPO window seems shut. SPACs are ...
Is It Time For Public Checking Accounts at the Fed?
23 Mar 2023
Contributed by Lukas
When Silicon Valley Bank failed, the government stepped in and guaranteed that all accounts — even...
Where Stress Is Showing in the $20 Trillion Commercial Real Estate Market
20 Mar 2023
Contributed by Lukas
Markets are suddenly on edge due to strains in the financial system. But banks aren't the only sourc...
What the Dramatic Boom in Zero-Day Options Means for Stocks
17 Mar 2023
Contributed by Lukas
Zero- and one-day options give investors the ability to bet on the daily moves of the S&P 500. I...