Ed Harrison Explains What the Fed Is Really Trying to Accomplish
26 May 2022
Contributed by Lukas
Inflation is too high, and the Federal Reserve has started on an aggressive hiking path in order to ...
Bridgewater's Greg Jensen on Why Markets Have Further to Fall
23 May 2022
Contributed by Lukas
Bridgewater's Greg Jensen on Why Markets Have Further to FallInflation is at its highest in four dec...
Arthur Breitman on the Biggest Problems in Blockchain Design
20 May 2022
Contributed by Lukas
We continue to see an explosion of interest and money flowing into the crypto/blockchain space. But ...
Stephanie Kelton On MMT and the Inflation We're Seeing Today
19 May 2022
Contributed by Lukas
For years, economists of the MMT school have been arguing that the way we think about deficits and g...
This Is How the Terra Stablecoin Actually Imploded
15 May 2022
Contributed by Lukas
The collapse of the Terra ecosystem, and the tokens Luna and UST, will go down as one of the most pa...
This Is What Happened to the GameStop Mania
12 May 2022
Contributed by Lukas
The first true meme stock was GameStop, which went wild in early 2021, delivering brutal losses to s...
Here's What Just Happened to the Stock Market and the Economy
09 May 2022
Contributed by Lukas
It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, g...
This Is What's Next for the Future of Air Travel
05 May 2022
Contributed by Lukas
The aviation industry has never seen a disruption like what it's experienced over the last two years...
Javier Blas Explains How Commodity Trading Shops Really Work
02 May 2022
Contributed by Lukas
One of the big themes these days is the return of the 'real' economy. You can't solve problems these...
This Is How a Locked-Down Shanghai Apartment Gets Food
29 Apr 2022
Contributed by Lukas
Shanghai, a city of nearly 30 million people, is currently under a hard lockdown, as the Chinese gov...
This Is What Happened to the Meme Stock Mania
28 Apr 2022
Contributed by Lukas
Spring of 2021 was peak meme mania. GameStop was going nuts. AMC was going nuts. And in general, the...
Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto
25 Apr 2022
Contributed by Lukas
The price of major cryptocurrencies like Bitcoin and Ethereum have been moving sideways for awhile. ...
The 1906 Dredging Law That May Be Holding Back The U.S. Economy
20 Apr 2022
Contributed by Lukas
The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging ...
This Is The Challenge Of Securing The Battery Supply Chain
18 Apr 2022
Contributed by Lukas
With oil prices surging, there's a sense of greater urgency about moving more towards electric vehic...
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High
14 Apr 2022
Contributed by Lukas
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new c...
This Is What 5% Mortgage Rates Mean Now For The Housing Market
11 Apr 2022
Contributed by Lukas
For much of the last two decades, housing has been the consummate macro asset. It was at the heart o...
This Is Zoltan Pozsar's Vision For Bretton Woods III
07 Apr 2022
Contributed by Lukas
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts....
What Wooden Pallets Have to Do With Russia's Invasion of Ukraine
05 Apr 2022
Contributed by Lukas
Most people don't think much about wooden pallets -- and that might be true even of people conductin...
How Bill Gross Built a Bond Empire And Then Lost It All
04 Apr 2022
Contributed by Lukas
For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clippe...
The Real Reason So Many Musicians Are Frustrated By Spotify
01 Apr 2022
Contributed by Lukas
Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove ...
Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets
31 Mar 2022
Contributed by Lukas
For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation ...
Viktor Shvets on Why We Might Be Heading for a Deflationary Bust
28 Mar 2022
Contributed by Lukas
In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as...
A Historic Disruption To The World's Wheat Supply
24 Mar 2022
Contributed by Lukas
When it comes to commodities, Russia's invasion of Ukraine has had a notable impact on the price of ...
Why Tracy's Furniture Is Stuck on a Grounded Ship
23 Mar 2022
Contributed by Lukas
It's happened again. Another container ship owned by the Evergreen Maritime Corp. has gotten stuck a...
Here’s How Messy a Russian Bond Default Could Be
21 Mar 2022
Contributed by Lukas
There’s a big question over whether Russia will be able (or willing) to make payments on billions ...
Pierre Andurand on How We Might Get $200 a Barrel Oil
17 Mar 2022
Contributed by Lukas
Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices...
This Is The Case For Investing In Nuclear Power
14 Mar 2022
Contributed by Lukas
The soaring price of electricity, particularly in Europe, is once again causing a search for alterna...
Here's What Cyber War With Russia Would Actually Look Like
10 Mar 2022
Contributed by Lukas
Russia’s invasion of Ukraine has set off a new wave of concern about cyber attacks. Indeed, there ...
Matt Klein on How Germany Wound up So Dependent on Russian Gas
07 Mar 2022
Contributed by Lukas
Harsh sanctions have been imposed against Russia over its invasion of Ukraine. However, the country'...
This Is What Sanctions Can Do to the Russian Economy
03 Mar 2022
Contributed by Lukas
U.S. and E.U. countries have unveiled extraordinarily tough sanctions against Russia over its invasi...
Zoltan Pozsar on Russia, Gold, and a Turning Point for the U.S. Dollar
02 Mar 2022
Contributed by Lukas
Even prior to Russia's attack on Ukraine, the global economy was facing an extraordinary moment. Now...
This Is the Teamster Effort To Organize the Truckers at the Ports
28 Feb 2022
Contributed by Lukas
Some truckers make good money and have a high degree of control of their schedule. Others work for l...
The White House’s Brian Deese on Supply Chains and Biden’s Economic Agenda
24 Feb 2022
Contributed by Lukas
GDP is booming. The labor market is booming. However inflation is elevated, and consumer sentiment i...
This Is What Needs To Happen for Oil Prices to Finally Come Down
21 Feb 2022
Contributed by Lukas
The price of oil has surged over the last year, and U.S. oil companies are making money hand over fi...
Howard Lindzon on What’s Really Going on in the Tech Plunge
17 Feb 2022
Contributed by Lukas
It's been a terrible few months for growth stocks. Small, unprofitable tech companies have crashed. ...
Tim Duy on the Huge Challenge the Fed Now Has in 2022
14 Feb 2022
Contributed by Lukas
As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big t...
Michael Lewis on Why the World Is Still Reading “Liar’s Poker”
10 Feb 2022
Contributed by Lukas
The book “Liar's Poker” came out in 1989. Its depiction of Wall Street culture — obnoxious, cr...
This Is What Happened to the Price of Nails Over the Last 330 Years
07 Feb 2022
Contributed by Lukas
We're in a period of elevated inflation right now. But at least there's some good news: The price of...
Eva Beylin on eGirl Capital, The Graph, and Building Web3
03 Feb 2022
Contributed by Lukas
Obviously, there's been a tremendous amount of volatility in crypto lately. But what has been the ef...
China Is Changing Its Coal Use, and It Affects the Whole World
31 Jan 2022
Contributed by Lukas
Over the last several months, Europe has seen its power costs soar. There are many drivers of it, bu...
This Is the Evergrande Endgame as China’s Property Problems Spread
27 Jan 2022
Contributed by Lukas
Late last year, the big Chinese property developer Evergrande started running into severe financial ...
The Electric Vehicle Revolution Is On, and It’s Going to Change Everything
24 Jan 2022
Contributed by Lukas
The EV revolution is official on. Sales are soaring around the world as the internal combustion engi...
Inventory Vanishing and Bidding Wars Exploding in Crazy U.S. Housing Market
20 Jan 2022
Contributed by Lukas
If you wanted to buy a home in 2021, you probably found it a frustrating experience, rife with a sho...
Paul Mcnamara on the Problem With Turkey, and the Attempt To Save the Lira
17 Jan 2022
Contributed by Lukas
Near the end of 2021, Turkey's government undertook a bold measure to stabilize the lira after the c...
Afghanistan’s Former Central Bank Chief on the Dire State of the Country’s Economy
13 Jan 2022
Contributed by Lukas
The Afghanistan economy was already in bad shape, with heavy reliance on foreign dollars, prior to t...
A Top Antitrust Lawyer on How Increased Competition Could Fight Inflation
10 Jan 2022
Contributed by Lukas
When people think about tools to fight inflation, usually things like taxes or monetary policy come ...
Why the Price of Coffee Beans Soared in the Last Year
06 Jan 2022
Contributed by Lukas
Agricultural commodities have generally surged in price over the last year. One commodity that's gon...
Understanding Turkey’s Bold Plan To Stabilize the Lira
03 Jan 2022
Contributed by Lukas
The Turkish lira was incredibly volatile in 2021. After getting crushed and falling to record levels...
Mike Demarais on Design in Crypto and What Web 3.0 Will Look Like
27 Dec 2021
Contributed by Lukas
Everyone's talking about Web 3.0 (or Web3), but there's a lot of ambiguity about what exactly it's g...
Jon Turek on the Macro Outlook for 2022
23 Dec 2021
Contributed by Lukas
2021 was a historic year for markets and the broader economy. For the first time, seemingly in ages,...
Gene Seroka on What’s Happening Now at the Port of LA
20 Dec 2021
Contributed by Lukas
There's no single measure we can look at to tell us whether supply chains are improving or not. Ther...
This Is the Booming Movement To Abolish Work as We Know It
16 Dec 2021
Contributed by Lukas
Over a million people are members of a subreddit called r/AntiWork, whose slogan is "Unemployment fo...
Why the Price of Wooden Shipping Pallets Has Soared
13 Dec 2021
Contributed by Lukas
The humble wooden shipping pallet is probably not something that most people think about too much. B...
This Is Why the Nation Is Facing a School Bus Driver Shortage
09 Dec 2021
Contributed by Lukas
There have been a lot of stories about the challenges of keeping schools open over the last two year...
Richard Bookstaber on the Big Structural Risk in the Market Right Now
06 Dec 2021
Contributed by Lukas
The stock market has basically been a one-way ship for 20 months now. So of course, some people get ...
Paradigm’s Matt Huang on the Biggest Crypto Fund Ever Raised
02 Dec 2021
Contributed by Lukas
Money continues to pour into the crypto space at a rapid clip. Institutions, VCs, private investors ...
Why Job Openings Are Surging, Even With So Many People Out of Work
29 Nov 2021
Contributed by Lukas
Normally, economists expect a somewhat stable relationship between job openings and the unemployment...
The White House’s Envoy on What They’re Doing To Fix the Ports
25 Nov 2021
Contributed by Lukas
Most of the big retailers have assured their customers that shelves will be stocked for the holidays...
Jason Furman on Red-Hot Inflation and What To Do About It
22 Nov 2021
Contributed by Lukas
Inflation is hot. You can debate why that is, or how long it will last, or who is to blame, or wheth...
Here's Why It's So Hard to Fix the Corporate Bond Market
18 Nov 2021
Contributed by Lukas
The corporate bond market is huge and important, allowing U.S. companies to tap investors for much n...
ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology
15 Nov 2021
Contributed by Lukas
This year has brought fresh awareness to the complexity of the semiconductor supply chain. Taiwan Se...
This Is the Perfect Storm That Caused Grain Prices To Soar
11 Nov 2021
Contributed by Lukas
Inflation is running at its fastest pace in over 30 years. And one upward contributor to it is highe...
Stinson Dean on the Lumber Crash That Followed the Boom
08 Nov 2021
Contributed by Lukas
These days, commodities around the world are on a tear. But earlier this year, there was a lot of fi...
Citi’s Matt King on Why Inflation Isn’t Transitory and the Fed May Induce a Recession
04 Nov 2021
Contributed by Lukas
Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, r...
This Is How They Could Literally Mint a Trillion Dollar Coin
01 Nov 2021
Contributed by Lukas
See omnystudio.com/listener for privacy information.
Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7
28 Oct 2021
Contributed by Lukas
In recent weeks, the White House has attempted to make a greater effort to improve the functioning o...
Dan Alpert on the Big Difference Between Now and the 1970s
25 Oct 2021
Contributed by Lukas
Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people ...
Axie Infinity, the Crypto Game That’s Grown Over 200x This Year Alone
21 Oct 2021
Contributed by Lukas
Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners ...
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
18 Oct 2021
Contributed by Lukas
Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs...
Ryan Petersen on How Global Supply Chains Have Gotten Even Worse
14 Oct 2021
Contributed by Lukas
We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots...
Michael Pettis on What Evergrande Means for China’s Macro Economy
11 Oct 2021
Contributed by Lukas
The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. ...
Introducing: Breakthrough
08 Oct 2021
Contributed by Lukas
On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing ou...
Here Are the Biggest Problems Facing the Fed Right Now
07 Oct 2021
Contributed by Lukas
The Federal Reserve has a lot on its plate at the moment. Not only are "transitory" inflation pressu...
This Is How the Trillion Dollar Coin Could End Debt Ceiling Fights for Good
04 Oct 2021
Contributed by Lukas
Every few years, people are reminded of the weird law the United States has: the debt ceiling. Congr...
Isabella Weber on China’s Vision for Making Markets Work
30 Sep 2021
Contributed by Lukas
For years, people have talked about China's ongoing process of opening up, or liberalizing its econo...
This Is What the Pandemic Did to the U.S. Rail System
27 Sep 2021
Contributed by Lukas
The pandemic has obviously sent shockwaves throughout the supply chain. And, despite hopes of normal...
How To Understand the Inflation We’re Seeing Right Now
23 Sep 2021
Contributed by Lukas
Over the last several months, inflation has risen at a pace significantly faster than what economist...
Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse
20 Sep 2021
Contributed by Lukas
If you've been following the wild ride that is Chinese real estate, then you've definitely heard of ...
Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
16 Sep 2021
Contributed by Lukas
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of ...
Dan Wang Explains What China's Tech Crackdown Is Really All About
13 Sep 2021
Contributed by Lukas
Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We'...
Zoltan Pozsar on What’s Going on in Rates Markets Right Now
09 Sep 2021
Contributed by Lukas
There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo ...
Patrick O'Shaughnessy on the Next Big Thing in Passive Investing
06 Sep 2021
Contributed by Lukas
Passive investing is kind of boring. You dump your money in an index fund and that's it. The industr...
Omair Sharif Explains How Inflation Measures Really Work
02 Sep 2021
Contributed by Lukas
When people think about what inflation is, they might first think about some broad index like the CP...
How Solana and Pyth Aim To Take DeFi to the Next Level
30 Aug 2021
Contributed by Lukas
There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, i...
Mitu Gulati and Ugo Panizza on Haiti’s Odious Post-Colonial Debt
26 Aug 2021
Contributed by Lukas
Nearly 200 years ago, the colonialist French power granted independence to Haiti. But it did so unde...
A Conversation With Ajmal Ahmady, Afghanistan’s Former Central Bank Chief
23 Aug 2021
Contributed by Lukas
Over the last week and a half, the world has watched in shock at the dizzying speed of the collapse ...
David Woo on What the Economists Got Wrong About the Stimulus
19 Aug 2021
Contributed by Lukas
David Woo has always been one of the most outspoken voices on the street. A former top strategist at...
Neel Kashkari on the Fed’s Quest To Get To Full Employment
16 Aug 2021
Contributed by Lukas
The last two jobs reports have been strong, but the unemployment rate remains over 5%. And by some e...
Brent Donnelly on What It Takes To Be a Winning Trader
12 Aug 2021
Contributed by Lukas
The last 18 months has seen an incredible influx of people getting into trading. Thanks to a combina...
Dallas Fed President Rob Kaplan on the Economy and Monetary Policy Right Now
09 Aug 2021
Contributed by Lukas
The economy is in uncharted territory in more ways that one right now. Coming out of the worst of th...
Sam Bankman-Fried and Matt Levine on How the Crypto Market Really Works
05 Aug 2021
Contributed by Lukas
Sam Bankman-Fried is arguably the most important and powerful person in crypto. His crypto exchange ...
Gene Seroka on the Logistical Logjam at the Port of LA
02 Aug 2021
Contributed by Lukas
America's ports are a key source of congestion contributing to supply chain disruptions rippling thr...
The Bathtub Episode: How the Pandemic Disrupted Plumbing
29 Jul 2021
Contributed by Lukas
When you think about building a new home, obviously you think of various constraints regarding land,...
GXO's CIO on the Past, Present, and Future of Warehouses
26 Jul 2021
Contributed by Lukas
You can't talk about supply chains without talking about warehouses. Basically everything we buy at ...
What Complexity Economics Can Add to Our View of the World
22 Jul 2021
Contributed by Lukas
Over the past year it's become clear that traditional economics doesn't necessarily do a great job o...
Why Everyone's Experience Of Inflation Is So Different
19 Jul 2021
Contributed by Lukas
Inflation is running hot these days. But, even when the official measures were considerably cooler, ...
Vlad Zamfir on the Dangers of Unstoppable Software and What People Get Wrong About Blockchains
15 Jul 2021
Contributed by Lukas
Vlad Zamfir is something of a crypto legend. The researcher was early into Bitcoin, and he was part ...
The Labor Episode: How the Omni Hotel Chain Is Dealing With Hiring Right Now
12 Jul 2021
Contributed by Lukas
One of the big stories in the economy right now is the high number of unfilled job openings in the l...
Steve Keen Says Economists Get Everything Wrong (Especially About Climate Change)
08 Jul 2021
Contributed by Lukas
Mainstream economics has come under attack lately. People have begun questioning its understanding o...
Ryan Holiday on Opening a Bookstore During a Pandemic
05 Jul 2021
Contributed by Lukas
Bookstores typically aren't seen as the most attractive businesses in the year 2021. Add in the pand...