Odd Lots

28 Jul 2025

Contributed by Lukas •

President Trump has announced tariffs on basically every trading partner. However there is a real se...

26 Jul 2025

Contributed by Lukas •

Tension between the US and China has been building for some time. But so far this has been limited t...

25 Jul 2025

Contributed by Lukas •

Today, the cost of energy — things like electricity, or gas, or heating oil — is conside...

24 Jul 2025

Contributed by Lukas •

People talk all the time about the potential for huge turning points in history. And they've been ta...

21 Jul 2025

Contributed by Lukas •

Probably the most controversial proposal from New York City Democratic mayoral nominee Zohran Mamdan...

19 Jul 2025

Contributed by Lukas •

There’s a long history of US presidents putting pressure on the Federal Reserve to lower inter...

18 Jul 2025

Contributed by Lukas •

Incumbent NYC Mayor Eric Adams didn't run in the Democratic primary. But he'll be on the ballot in N...

17 Jul 2025

Contributed by Lukas •

If there's one thing that lawyers do a lot of, it's spending a prodigious number of hours going thro...

14 Jul 2025

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Rohit Chopra is a former director of the Consumer Financial Protection Bureau, which was created in ...

Fri, 11 Jul

Contributed by Lukas • Default Dataset

When socialist candidate Zohran Mamdani won the Democratic party's nomination for NYC mayor, top bus...

Thu, 10 Jul 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

For investors, geopolitical risks are always lurking as a factor that could upend trades for obvious...

Mon, 07 Jul

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Multi-strategy hedge funds, composed of lots of individual portfolio managers, have seen assets unde...

Sat, 05 Jul

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What do young professionals in New York City actually think about money and capitalism? According to...

Fri, 04 Jul

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Every day we're inundated with headlines that are seemingly unbelievable. Multiple major wars are on...

Thu, 03 Jul 2025 08:00:00 +0000

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Stocks plunged after the April 2 "Liberation Day," in one of the worst drawdowns in the market's his...

Wed, 02 Jul

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Okay, that's quite a title but we think it's justified! In this special episode — recorded liv...

Tue, 01 Jul 2025 08:00:00 +0000

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Robinhood, the company known for first introducing commission-free trading, has now become a behemot...

Mon, 30 Jun

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For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buyin...

Sat, 28 Jun

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Think of a biotech company and most people will think of a business trying to come up with cures and...

Fri, 27 Jun

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Iran is a huge country with a sizable stock market. And yet, years of sanctions and other restrictio...

Thu, 26 Jun 2025 08:00:00 +0000

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We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a...

Wed, 25 Jun

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Today's episode is a re-run of our interview from last month with Queens assemblyman Zohran Mamdani....

Mon, 23 Jun

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Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for...

Sun, 22 Jun

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Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives ...

Sat, 21 Jun

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Quantitative investing is one of those terms that you hear all the time, but there's various explana...

Fri, 20 Jun

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Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and a...

Thu, 19 Jun 2025 08:00:00 +0000

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After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into d...

Mon, 16 Jun

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Somehow, the American consumer remains quite strong. Despite higher interest rates, tariffs, general...

Sat, 14 Jun

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Back in May, President Trump announced this big plan whereby American tech giants would participate ...

Fri, 13 Jun

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The Trump administration seems to have a lot of big ideas about reshaping America, including its eco...

Thu, 12 Jun 2025 08:00:00 +0000

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The focus of Trump's trade policies is clearly China. There are tariffs on everyone, of course, but ...

Mon, 09 Jun

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These days, it's common to talk about the emergence of a New Cold War that exists between the US and...

Sun, 08 Jun

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Bloomberg Businessweek brings you a smart and fun chat show about all things...business. Hosted by a...

Sat, 07 Jun

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Egg prices have come down a lot since their recent record and bird flu has largely faded from the he...

Fri, 06 Jun

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We're about two months on from Liberation Day, and there's still a lot of confusion about what's goi...

Thu, 05 Jun 2025 08:00:00 +0000

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To some extent, at least in big cities, it feels as though the cost of housing is enveloping almost ...

Mon, 02 Jun

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President Trump wants Apple to make iPhones in America. The company itself has talked about — ...

Sat, 31 May

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What is a currency? This turns out to be one of those questions we just kind of skip over because we...

Fri, 30 May

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We're told over and over again that the one "free lunch" in investing is diversification, and that y...

Thu, 29 May 2025 15:30:48 +0000

Contributed by Lukas • Default Dataset

Michael Cembalest has been an investment analyst for almost 40 years and his research notes have dra...

Mon, 26 May

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Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of d...

Fri, 23 May

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We're just a month away from the hotly-contested Democratic primary for New York City Mayor. And one...

Thu, 22 May 2025 08:00:00 +0000

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This week the big story in markets is the selloff in bonds. Yields on benchmark 10-year US Treasurie...

Mon, 19 May

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When we think about the prospect of deglobalization (whatever that means) we often think about it in...

Fri, 16 May

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This is obviously an extraordinarily difficult time to make economic forecasts. Nobody really knows ...

Thu, 15 May 2025 08:00:00 +0000

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The new administration has a "drill, baby, drill" mantra and a much more liberal attitude towards th...

Wed, 14 May

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There's been a lot of talk recently about parallels between Donald Trump's economic policies and the...

Mon, 12 May

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Gold prices have been booming and are near record highs. And seeing the line go up — especiall...

Sat, 10 May

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Over the last several years, the world has watched as China edges close to or past the technological...

Fri, 09 May

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America's textile industry has famously declined over the years, with a bunch of production moving t...

Thu, 08 May 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump a...

Wed, 07 May

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Every industry is going to be affected by the trade war in different ways. In many cases, we don't k...

Tue, 06 May 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

There are several markets that have really settled down since the tumult of early April. But strange...

Mon, 05 May

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What does history say about how big the AI boom can get, and who will ultimately win out? When does ...

Sat, 03 May

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Over the last several years, both parties in the US have been drifting away from laissez-faire think...

Fri, 02 May

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We don't know what the end state for the tariffs are going to be, but inevitably there will be some ...

Thu, 01 May 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

Everyone knows by now that college endowment funds have gone big on alternative investing, pouring b...

Wed, 30 Apr

Contributed by Lukas • Default Dataset

Gathering official economic data is a huge process in the best of times. But a bunch of different th...

Mon, 28 Apr

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When stocks are plunging in a typical market environment, people reach for safe haven assets like US...

Sat, 26 Apr

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Over the last few years, retail traders have gotten into options in a major way. Selling puts, buyin...

Fri, 25 Apr

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If you look at most of the official hard data right now, there still isn't much evidence of a sharp ...

Thu, 24 Apr 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduce...

Wed, 23 Apr

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When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top o...

Wed, 23 Apr

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One of the stated goals for the current trade war is to build more industrial capacity in the United...

Mon, 21 Apr

Contributed by Lukas • Default Dataset

Martin Wolf has been called one of the world's most important economics commentators, and has for de...

Sun, 20 Apr

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Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break ...

Sat, 19 Apr

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Last year, it was announced that the US Department of Defense had failed an audit for its seventh st...

Fri, 18 Apr

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US Treasuries are the most important market in the world. With some $29 trillion outstanding, they c...

Thu, 17 Apr 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

For years and years now, there has been one winning trade: Go long the US versus the rest of the wor...

Tue, 15 Apr 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

Every time there is tension between the US and China, there are stories about China threatening to w...

Mon, 14 Apr

Contributed by Lukas • Default Dataset

One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing,...

Sun, 13 Apr

Contributed by Lukas • Default Dataset

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute reports on today's ...

Sat, 12 Apr

Contributed by Lukas • Default Dataset

In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into ...

Fri, 11 Apr

Contributed by Lukas • Default Dataset

On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except Chin...

Thu, 10 Apr 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April ...

Wed, 09 Apr

Contributed by Lukas • Default Dataset

How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously...

Tue, 08 Apr 2025 15:00:00 +0000

Contributed by Lukas • Default Dataset

Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't bee...

Mon, 07 Apr

Contributed by Lukas • Default Dataset

It was just last Wednesday that President Trump announced his new tariff schedule with the rest of t...

Mon, 07 Apr

Contributed by Lukas • Default Dataset

Anything crypto-related is frequently greeted with a high degree of skepticism. Within that, one of ...

Sat, 05 Apr

Contributed by Lukas • Default Dataset

He needs no introduction: When trade is in the news, we speak with Brad Setser of the Council on For...

Fri, 04 Apr

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On Wednesday, President Trump unveiled sweeping tariffs against almost every country in the world. T...

Thu, 03 Apr 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

The 2008 financial crisis is fading into history, but the risks of something big happening again rem...

Tue, 01 Apr 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

Last month, Donald Trump fired the Federal Trade Commission's two Democratic commissioners. They hav...

Mon, 31 Mar

Contributed by Lukas • Default Dataset

Legendary media mogul Nick Denton, the founder of Gawker, is done with the US. He’s leaving Ne...

Fri, 28 Mar

Contributed by Lukas • Default Dataset

One of the biggest questions hanging over the market right now is whether or not the seemingly unlim...

Thu, 27 Mar 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

Brad Jacobs has made a fortune in his career buying and building big logistics companies, like Unite...

Mon, 24 Mar

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President Trump wants higher tariffs, and he also wants more industrial production in the United Sta...

Fri, 21 Mar

Contributed by Lukas • Default Dataset

Last week, the US market sold off sharply. The S&P 500 fell as much as 3.6% on Monday alone, ent...

Thu, 20 Mar 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

We finally did it. We finally did an episode on the Jones Act. For years on the podcast, we've been ...

Mon, 17 Mar

Contributed by Lukas • Default Dataset

When Donald Trump won in November, one of the things that Wall Street was excited about was an expec...

Fri, 14 Mar

Contributed by Lukas • Default Dataset

Prediction markets are everywhere nowadays. You can go online and bet on political outcomes, or the ...

Thu, 13 Mar 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

Housing affordability remains one of the single greatest sources of economic stress. Even if inflati...

Tue, 11 Mar 2025 08:00:00 +0000

Contributed by Lukas • Default Dataset

Markets have been selling off, with shares of tech companies like Nvidia down almost 20% so far this...

Mon, 10 Mar

Contributed by Lukas • Default Dataset

You’ve heard about Chinese EVs. You’ve heard about Chinese batteries and solar panels. A...

Sat, 08 Mar

Contributed by Lukas • Default Dataset

One of the first moves made by the Trump administration was to change the nature of grants made by t...

Fri, 07 Mar

Contributed by Lukas • Default Dataset

This week was a busy one and some of the most interesting things that happened came out of Europe, w...

Thu, 06 Mar 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

The 1970s were a pretty eventful time in markets. There was high inflation, the end of the gold stan...

Mon, 03 Mar

Contributed by Lukas • Default Dataset

Almost whichever way you measure it, the US has a lot of debt. And, with the Trump administration re...

Fri, 28 Feb

Contributed by Lukas • Default Dataset

A week from today we will get the February jobs report and there are growing concerns that the US la...

Thu, 27 Feb 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

The first month of the Trump administration has been noisy and novel by basically any measure. But p...

Tue, 25 Feb 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with s...

Mon, 24 Feb

Contributed by Lukas • Default Dataset

People love listening to stories about making it big, and there are no shortage of success stories i...

Fri, 21 Feb

Contributed by Lukas • Default Dataset

Hedge funds are notorious for making big and sometimes risky trades. Banks, meanwhile, are supposed ...

Thu, 20 Feb 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

The US is a dominant force in a number of important industries, but it's been lagging behind in one ...

Mon, 17 Feb

Contributed by Lukas • Default Dataset

For a long time, the world of derivatives trading was a niche thing, largely occupied by professiona...

Fri, 14 Feb

Contributed by Lukas • Default Dataset

The price of gold is basically at record highs. But what is it about gold that people love so much? ...

Thu, 13 Feb 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

We all know that the Federal Reserve tries to stabilize the economy by raising or cutting interest r...

Mon, 10 Feb

Contributed by Lukas • Default Dataset

The Trump administration has come into office with big ambitions to lower the size of the US deficit...

Fri, 07 Feb

Contributed by Lukas • Default Dataset

There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right n...

Thu, 06 Feb 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

This week, we saw shares of software maker Palantir soar after reporting earnings and describing dem...

Wed, 05 Feb

Contributed by Lukas • Default Dataset

Elon Musk and his Department of Government Efficiency (DOGE) have gained access to a unit within the...

Mon, 03 Feb

Contributed by Lukas • Default Dataset

Over the weekend, President Trump announced that he was following through with his plan for aggressi...

Mon, 03 Feb

Contributed by Lukas • Default Dataset

Marko Kolanovic was one of the biggest names in markets, earning the nickname 'Gandalf' for some eer...

Fri, 31 Jan

Contributed by Lukas • Default Dataset

Everyone knows by now that MicroStrategy looks a lot like a giant Bitcoin ETF. Its founder, Michael ...

Thu, 30 Jan 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

One of the primary drivers of elevated inflation — and the high cost of living in general &mda...

Tue, 28 Jan 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open sour...

Mon, 27 Jan

Contributed by Lukas • Default Dataset

The run-up in Big Tech stocks and all the hype over AI has put a bunch of investors on "bubble watch...

Fri, 24 Jan

Contributed by Lukas • Default Dataset

There's a lot of talk right now about concentration risk in US equities. For instance, the top 10 st...

Thu, 23 Jan 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

In theory, all of this AI spending has to deliver some kind of return. Companies (or other end users...

Wed, 22 Jan

Contributed by Lukas • Default Dataset

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the tabl...

Mon, 20 Jan

Contributed by Lukas • Default Dataset

We all know that the new Trump administration is likely to be more friendly to the crypto industry t...

Fri, 17 Jan

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Odd Lots has been exploring the history of the eurodollar market in a special three-part series host...

Thu, 16 Jan 2025 09:00:00 +0000

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In this special three-part series, Odd Lots is exploring the history of the eurodollar market. By th...

Wed, 15 Jan

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In this special three-part series, Odd Lots is exploring the history of the eurodollar market. As we...

Tue, 14 Jan 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

At more than $10 trillion outstanding, the eurodollar market is one of the biggest forms of shadow b...

Mon, 13 Jan

Contributed by Lukas • Default Dataset

Regardless of your political ideology, it's easy to agree that government should work well; that it ...

Sun, 12 Jan

Contributed by Lukas • Default Dataset

In the 1950s, a businessman, looking for a new way to settle his lunch tab, sparked a payments revol...

Fri, 10 Jan

Contributed by Lukas • Default Dataset

One of the biggest stories in markets right now is the huge selloff in government bonds. And we're n...

Thu, 09 Jan 2025 09:00:00 +0000

Contributed by Lukas • Default Dataset

Utilities in the US have a couple big jobs to do. On the one hand, they need to deliver affordable a...

Mon, 06 Jan

Contributed by Lukas • Default Dataset

If you look at various surveys, Americans feel grim about the state of the economy. But even outside...

Fri, 03 Jan

Contributed by Lukas • Default Dataset

In the US right now, there is a lot of talk about a so-called "nuclear revival." But it remains to b...

Thu, 02 Jan 2025 09:00:00 +0000

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As is becoming something of an annual tradition here, we recently asked Odd Lots listeners to send i...

Mon, 30 Dec

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As 2024 comes to an end, Tracy and Joe once again look back at the year that was in Odd Lots. On thi...

Fri, 27 Dec

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Back in November, we released our series called Beak Capitalism, which took a look at the entire US ...

Thu, 26 Dec 2024 09:00:00 +0000

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The Biden administration made energy and climate a centerpiece of its administration, most notably t...

Mon, 23 Dec

Contributed by Lukas • Default Dataset

Last week, the Federal Reserve cut benchmark rates by 25 basis points, but simultaneously signaled a...

Fri, 20 Dec

Contributed by Lukas • Default Dataset

On Wednesday, the Federal Reserve cut interest rates by 25 basis points as expected. But it also rai...

Thu, 19 Dec 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

The world of startup investing has undergone massive transformations amid the AI boom, changing capi...

Mon, 16 Dec

Contributed by Lukas • Default Dataset

One of the minor culture wars in America has to do with electric stoves. To some, they're more energ...

Fri, 13 Dec

Contributed by Lukas • Default Dataset

Geothermal is a promising technology to provide clean, low-cost, baseload power to the electricity g...

Thu, 12 Dec 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

You can do a lot of things with the click of a button nowadays. You can get insurance, open a bank a...

Mon, 09 Dec

Contributed by Lukas • Default Dataset

AI software and the hardware that enables it have been hugely popular investments this year. But the...

Fri, 06 Dec

Contributed by Lukas • Default Dataset

In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capita...

Thu, 05 Dec 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind...

Mon, 02 Dec

Contributed by Lukas • Default Dataset

It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and in...

Fri, 29 Nov

Contributed by Lukas • Default Dataset

The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigrat...

Thu, 28 Nov 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

When it comes to credit investing (or really any investing), there's an analytic art in deciding the...

Mon, 25 Nov

Contributed by Lukas • Default Dataset

In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anyth...

Fri, 22 Nov

Contributed by Lukas • Default Dataset

For years, the Harvard Endowment has easily been the largest endowment of any university. But as of ...

Thu, 21 Nov 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

How did China become the economic behemoth that it is today? One pivotal moment was, obviously, it's...

Mon, 18 Nov

Contributed by Lukas • Default Dataset

After his victory, Donald Trump announced that Elon Musk and Vivek Ramaswamy would be leading up a n...

Sun, 17 Nov

Contributed by Lukas • Default Dataset

In the final episode of our special three-part series exploring the US economy through the chicken i...

Sat, 16 Nov

Contributed by Lukas • Default Dataset

The Odd Lots team is analyzing the US economy through the lens of chicken. In this second episode of...

Fri, 15 Nov

Contributed by Lukas • Default Dataset

Everybody loves chicken. And, it turns out, that this humble bird can tell us quite a lot about the ...

Thu, 14 Nov 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

Last week the Federal Reserve opted to cut interest rates by 25 basis points, which was what the mar...

Wed, 13 Nov

Contributed by Lukas • Default Dataset

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through...

Mon, 11 Nov

Contributed by Lukas • Default Dataset

Over the last roughly 15 years, we've seen a migration of certain types of risks outside of regulate...

Fri, 08 Nov

Contributed by Lukas • Default Dataset

There was a a point in time when Twitter used to be good for breaking news. Social media outlets lik...

Thu, 07 Nov 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

The US election is over and Donald Trump has won a second term as president. Stocks have rallied on ...

Tue, 05 Nov 2024 18:00:00 +0000

Contributed by Lukas • Default Dataset

It's Election Day in the US, so there's no need for any real explanation of what's at stake. Last ni...

Mon, 04 Nov

Contributed by Lukas • Default Dataset

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute...

Mon, 04 Nov

Contributed by Lukas • Default Dataset

The Biden administration has overseen a revival of so-called industrial policy in a way that we have...

Fri, 01 Nov

Contributed by Lukas • Default Dataset

There's something of a uranium cult out there: the investors and traders who believe that nuclear is...

Fri, 01 Nov

Contributed by Lukas • Default Dataset

China is making steady progress in its quest to dominate key industries of the future, despite years...

Thu, 31 Oct 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

In 2015, China identified several key industries of the future for which it aimed to compete at the ...

Mon, 28 Oct

Contributed by Lukas • Default Dataset

Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course...

Sun, 27 Oct

Contributed by Lukas • Default Dataset

When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez an...

Fri, 25 Oct

Contributed by Lukas • Default Dataset

Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The...

Thu, 24 Oct 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

By now, everyone knows that private credit is a hot market. What's less known is that banks want in ...

Mon, 21 Oct

Contributed by Lukas • Default Dataset

On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 ...

Fri, 18 Oct

Contributed by Lukas • Default Dataset

For decades, investors have been told that diversifying is a good thing. You should hold a basket of...

Thu, 17 Oct 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures desig...

Mon, 14 Oct

Contributed by Lukas • Default Dataset

Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like A...

Sun, 13 Oct

Contributed by Lukas • Default Dataset

What if your contracts could be a roadmap to running your business – the first step in managing yo...

Fri, 11 Oct

Contributed by Lukas • Default Dataset

In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now chang...

Thu, 10 Oct 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

In recent years, we've seen the emergence of cities whose main industry is that they're a great plac...

Mon, 07 Oct

Contributed by Lukas • Default Dataset

Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to ...

Fri, 04 Oct

Contributed by Lukas • Default Dataset

The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is t...

Thu, 03 Oct 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts....

Mon, 30 Sep

Contributed by Lukas • Default Dataset

Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile ...

Fri, 27 Sep

Contributed by Lukas • Default Dataset

Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on t...

Thu, 26 Sep 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Right now, industrial policy is back in vogue in the US. The administration is making an effort at r...

Mon, 23 Sep

Contributed by Lukas • Default Dataset

These days if you talk to people about the stock market, they might talk to you about the effect of ...

Fri, 20 Sep

Contributed by Lukas • Default Dataset

The Future Proof Festival takes place right on the beach in Huntington Beach, California. Thousands ...

Thu, 19 Sep 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

This week, the Fed cut benchmark rates by 50 basis points. Lower financing costs should be a relief ...

Wed, 18 Sep

Contributed by Lukas • Default Dataset

It’s Fed Day, and while everyone expects the central bank to cut benchmark interest rates, the key...

Mon, 16 Sep

Contributed by Lukas • Default Dataset

15 years ago was a pivotal moment for financial media. On the one hand, we were in the midst of a hu...

Sun, 15 Sep

Contributed by Lukas • Default Dataset

Financial institutions have been a leading target for cyber crime since the dawn of the internet. Bu...

Fri, 13 Sep

Contributed by Lukas • Default Dataset

This week, former European Central Bank President and Italian Prime Minister Mario Draghi published ...

Thu, 12 Sep 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

One of the big buzzwords over the last year or so has been "overcapacity." There's a constant line o...

Mon, 09 Sep

Contributed by Lukas • Default Dataset

One of the rare areas of bipartisan consensus in the US right now, is on the need to change our trad...

Fri, 06 Sep

Contributed by Lukas • Default Dataset

Pretty much since the moment that cryptocurrencies came into existence, there's been a chorus of ske...

Thu, 05 Sep 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

One of the problems in investing or trading is that — to use a common disclaimer — past results ...

Mon, 02 Sep

Contributed by Lukas • Default Dataset

There's been a lot of talk about private credit in recent years. The market has exploded in size, an...

Fri, 30 Aug

Contributed by Lukas • Default Dataset

Last week at Jackson Hole, Federal Reserve Chair Jerome Powell delivered a short and powerful speech...

Thu, 29 Aug 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Remember August 5th? That was the day that markets around the world plunged in historic fashion and ...

Wed, 28 Aug

Contributed by Lukas • Default Dataset

When the Treasury market broke in March 2020, the Federal Reserve intervened in extraordinary fashio...

Tue, 27 Aug 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

At Jackson Hole, Fed Chairman Jerome Powell gave a clear signal that the rate cut cycle is likely to...

Mon, 26 Aug

Contributed by Lukas • Default Dataset

This year’s Economic Symposium in Jackson Hole, Wyoming marked a big change for US monetary policy...

Fri, 23 Aug

Contributed by Lukas • Default Dataset

Every year, the Federal Reserve Bank of Kansas City hosts an economic symposium in Jackson Hole, Wyo...

Thu, 22 Aug 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Synthetic risk transfers, in which banks purchase insurance-like protection on some of their loans, ...

Mon, 19 Aug

Contributed by Lukas • Default Dataset

Political prediction markets — where traders can make bets on election outcomes — have been arou...

Fri, 16 Aug

Contributed by Lukas • Default Dataset

The Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down sig...

Thu, 15 Aug 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

The past few years have thrown up a number of potential weaknesses in the American economy. There've...

Mon, 12 Aug

Contributed by Lukas • Default Dataset

When it comes to financing the US government's borrowing needs, the Treasury Department has some dis...

Fri, 09 Aug

Contributed by Lukas • Default Dataset

Hasbro has been making toys for decades, including many classic favorites like G.I. Joe and My Littl...

Thu, 08 Aug 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's a lot of hype around generative AI and many people have interfaced with ChatGPT, Claude, or ...

Tue, 06 Aug 2024 17:42:54 +0000

Contributed by Lukas • Default Dataset

The S&P 500 has plunged more than 5% over the past couple of trading days. The Nasdaq 100 is dow...

Mon, 05 Aug

Contributed by Lukas • Default Dataset

The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month...

Fri, 02 Aug

Contributed by Lukas • Default Dataset

This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could...

Thu, 01 Aug 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

When it comes to chips for artificial intelligence, obviously the name that automatically comes to m...

Mon, 29 Jul

Contributed by Lukas • Default Dataset

Vapes like Elf bars seem to be everywhere now. Meanwhile, Zyn nicotine pouches have become a huge se...

Fri, 26 Jul

Contributed by Lukas • Default Dataset

We've all seen headlines about the multi-million dollar properties being sold in Miami. Right now, t...

Thu, 25 Jul 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street...

Mon, 22 Jul

Contributed by Lukas • Default Dataset

There are several sources of tension right now between the US and China. Pure trade anxiety is a big...

Fri, 19 Jul

Contributed by Lukas • Default Dataset

When people talk about the special role that the US dollar plays in the global economy, that's often...

Thu, 18 Jul 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

According to numerous estimates, the US is massively short of housing. Zillow, for instance, says Am...

Mon, 15 Jul

Contributed by Lukas • Default Dataset

One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China. W...

Fri, 12 Jul

Contributed by Lukas • Default Dataset

James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related ...

Thu, 11 Jul 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Joseph Stiglitz is a Nobel Prize-winning economist known for his groundbreaking work on information ...

Mon, 08 Jul

Contributed by Lukas • Default Dataset

Modern Monetary Theory has gained prominence over the last several years by offering an alternative ...

Fri, 05 Jul

Contributed by Lukas • Default Dataset

Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in...

Thu, 04 Jul 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

There aren't many advanced manufacturing success stories in Latin America. And globally, there aren'...

Tue, 02 Jul 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Brad Jacobs has made a career of starting, consolidating, and growing whole industries. He did a tru...

Mon, 01 Jul

Contributed by Lukas • Default Dataset

Does it feel to you like society has gone crazy? Well, you're not alone. There's a general view that...

Fri, 28 Jun

Contributed by Lukas • Default Dataset

Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic abo...

Thu, 27 Jun 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

From cars to toys to clothes, we're just used to seeing the label "Made In China" on all sorts of th...

Mon, 24 Jun

Contributed by Lukas • Default Dataset

The stock market has had a torrid run in 2024 despite the fact that interest rate cuts haven't mater...

Fri, 21 Jun

Contributed by Lukas • Default Dataset

Everyone knows that the AI boom is built upon the voracious consumption of chips (largely sold by Nv...

Thu, 20 Jun 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Virtually everyone, across the ideological spectrum, has the view right now that it's too hard to bu...

Tue, 18 Jun 2024 10:00:00 +0000

Contributed by Lukas • Default Dataset

Throughout history, financial markets have struggled with the issue of borders. Borders create frict...

Mon, 17 Jun

Contributed by Lukas • Default Dataset

For much of this year, the S&P 500 has marched steadily higher while measures of stock market vo...

Fri, 14 Jun

Contributed by Lukas • Default Dataset

A few lucky people have made generational wealth trading the ups and downs of the crypto market. And...

Thu, 13 Jun 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's been a huge change in the market for nickel, which goes into everything from electric vehicl...

Wed, 12 Jun

Contributed by Lukas • Default Dataset

The company that Elon Musk is most known for, obviously, is Tesla. It's been extraordinarily success...

Mon, 10 Jun

Contributed by Lukas • Default Dataset

The rise of GLP-1 drugs, like Ozempic, is a potentially existential threat to the makers of salty, s...

Fri, 07 Jun

Contributed by Lukas • Default Dataset

Kyla Scanlon has a great way of identifying the economic vibes, building up a massive TikTok followi...

Thu, 06 Jun 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Last year was a bad one for the US wind power industry, with lots of cancelled projects, writedowns,...

Mon, 03 Jun

Contributed by Lukas • Default Dataset

What's the price of a hamburger? Well, it depends. Are you making the purchase on the spot? Did you ...

Fri, 31 May

Contributed by Lukas • Default Dataset

Over the past two weeks, two New York City office buildings have become major talking points in the ...

Thu, 30 May 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

The modern electricity grid is a weird thing. The delivery of electricity is a natural monopoly, for...

Wed, 29 May

Contributed by Lukas • Default Dataset

The cost of solar has been plunging for years. Everyday there's a new headline about growing install...

Mon, 27 May

Contributed by Lukas • Default Dataset

The gambling industry in the US has exploded in recent years, and suffused every aspect of sports co...

Fri, 24 May

Contributed by Lukas • Default Dataset

Remember GameStop? The poster-child for 2021's memestock mania recently surged almost 5x in a matter...

Thu, 23 May 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Department of Justice and the Federal Trade Commission have taken an invigorated approach to ant...

Tue, 21 May 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of...

Mon, 20 May

Contributed by Lukas • Default Dataset

Multi-strategy hedge funds are all the rage right now. But there's also a lot of confusion about wha...

Fri, 17 May

Contributed by Lukas • Default Dataset

Copper has long been touted as a big winner from the world's drive towards electrification. All thos...

Thu, 16 May 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Pierre Andurand made his name trading oil and other energy-related assets, but wild swings in the pr...

Mon, 13 May

Contributed by Lukas • Default Dataset

This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Res...

Fri, 10 May

Contributed by Lukas • Default Dataset

There's a lot going on in currency markets and global trade at the moment. The Japanese yen has been...

Thu, 09 May 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Hugh Hendry says the world is brimming with risks right now, from Chinese deflation, to the strength...

Mon, 06 May

Contributed by Lukas • Default Dataset

The Federal Reserve has a lot of official statistics it can look at to try and gauge the state of th...

Fri, 03 May

Contributed by Lukas • Default Dataset

In 2022, Congress passed the CHIPS Act, which set aside tens of billions of dollars in loans and gra...

Thu, 02 May 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Breakthroughs in generative AI have created enormous opportunities for humans to learn from computer...

Mon, 29 Apr

Contributed by Lukas • Default Dataset

In the past, the most expensive housing in any major city would be connected in some way to the econ...

Fri, 26 Apr

Contributed by Lukas • Default Dataset

When most investors think of due diligence, they think of sifting through years of financial stateme...

Thu, 25 Apr 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

 AI is all the rage right now. There are billions of dollars now flowing into the space, with large...

Mon, 22 Apr

Contributed by Lukas • Default Dataset

Over the last year or so, probably every venture capitalist has become interested in artificial inte...

Fri, 19 Apr

Contributed by Lukas • Default Dataset

At the end of 2023, there was a lot of optimism that the US economy was on that glide path to a soft...

Fri, 19 Apr

Contributed by Lukas • Default Dataset

On June 2, 2024, Mexicans will go to the polls to elect a successor to current President Andrés Man...

Thu, 18 Apr 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Over the last few years, users of the popular ADHD drug Adderall have been frustrated by regular sho...

Mon, 15 Apr

Contributed by Lukas • Default Dataset

For years and years, utilities in the US haven't seen much growth in electricity demand. The economy...

Sat, 13 Apr

Contributed by Lukas • Default Dataset

The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Le...

Fri, 12 Apr

Contributed by Lukas • Default Dataset

In 2021 and 2022, the US economy experienced historic shortages of many different goods. All kinds o...

Thu, 11 Apr 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

 A bunch of companies saw their share prices boom during the pandemic. Peloton surged because no on...

Mon, 08 Apr

Contributed by Lukas • Default Dataset

US imports from Mexico are surging. Former President Trump's tariffs on China, as well as the renego...

Fri, 05 Apr

Contributed by Lukas • Default Dataset

Steve Eisman became a famous name in the investing world due to his prescient bet against the US hou...

Thu, 04 Apr 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stock...

Mon, 01 Apr

Contributed by Lukas • Default Dataset

When it comes to the collapse in office real estate, there's a lot of focus on who owns the debt, an...

Fri, 29 Mar

Contributed by Lukas • Default Dataset

The cost of cocoa beans has surged to a record $10,000 per metric ton. That's expected to make choco...

Thu, 28 Mar 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Walk into a grocery store today and there are seemingly endless shelves of product to choose from. B...

Tue, 26 Mar 2024 20:15:00 +0000

Contributed by Lukas • Default Dataset

On March 26th, a massive container ship called the Dali ploughed into Baltimore's Francis Scott Key ...

Tue, 26 Mar 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the s...

Mon, 25 Mar

Contributed by Lukas • Default Dataset

AI is an incredibly exciting space, provoking both great wonder and fear. One of the big worries obv...

Fri, 22 Mar

Contributed by Lukas • Default Dataset

Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers,...

Thu, 21 Mar 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

In recent years, we've seen home insurance premiums soar by historic amounts. Not only have prices g...

Mon, 18 Mar

Contributed by Lukas • Default Dataset

After Russia's invasion of Ukraine, the US took a number of extraordinary steps to cut Moscow out of...

Sat, 16 Mar

Contributed by Lukas • Default Dataset

The United Arab Emirates recently unveiled a stunning $35 billion investment in Egypt, snapping up d...

Fri, 15 Mar

Contributed by Lukas • Default Dataset

Thanks to the blockbuster musical, Alexander Hamilton has become a modern cultural icon. He's known ...

Thu, 14 Mar 2024 08:00:00 +0000

Contributed by Lukas • Default Dataset

Want some Doritos? For years, you might have only been able to get one or two snack chip flavors. Bu...

Mon, 11 Mar

Contributed by Lukas • Default Dataset

The pharmaceutical space is characterized by extreme uncertainty. You never know what drugs are goin...

Fri, 08 Mar

Contributed by Lukas • Default Dataset

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after d...

Thu, 07 Mar 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

Go to any deli or 7-Eleven these days and you're sure to see a gigantic, technicolor wall of beverag...

Tue, 05 Mar 2024 10:00:00 +0000

Contributed by Lukas • Default Dataset

The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business ti...

Mon, 04 Mar

Contributed by Lukas • Default Dataset

We're coming up to the one-year anniversary of the collapse of Silicon Valley Bank, which sparked a ...

Fri, 01 Mar

Contributed by Lukas • Default Dataset

This episode is for the birds — and one bird in particular. Flaco, an Eurasian eagle-owl, escaped ...

Thu, 29 Feb 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve has a goal of getting inflation down to 2%. But of course, there are a lot of di...

Mon, 26 Feb

Contributed by Lukas • Default Dataset

 The hedge fund industry has gone through multiple evolutions. Investing styles go in and out of fa...

Fri, 23 Feb

Contributed by Lukas • Default Dataset

If you order something from Ukraine right now, be it a T-shirt or a vintage Christmas ornament, chan...

Thu, 22 Feb 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

Troubles at Boeing just keep piling up, along with existential questions about the company's future....

Mon, 19 Feb

Contributed by Lukas • Default Dataset

The growth of electric vehicles has heightened concerns about China's current dominance in lithium-i...

Fri, 16 Feb

Contributed by Lukas • Default Dataset

Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies w...

Thu, 15 Feb 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

A little less than a year ago, the US financial system was rocked by its first major banking drama s...

Mon, 12 Feb

Contributed by Lukas • Default Dataset

 Back in 2016, Donald Trump campaigned on a platform that included a much harsher stance toward tra...

Fri, 09 Feb

Contributed by Lukas • Default Dataset

US oil production has surged to an all-time record of more than 13 million barrels produced per day....

Thu, 08 Feb 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

The last week saw a major plunge in shares of New York Community Bancorp after the company revealed ...

Mon, 05 Feb

Contributed by Lukas • Default Dataset

We know that companies think carefully about where they open stores. They might look at things like ...

Fri, 02 Feb

Contributed by Lukas • Default Dataset

In France, the Netherlands, Germany, and Poland, we've seen a wave of protests recently from angry f...

Thu, 01 Feb 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

Attacks on ships in the Red Sea continue to escalate. What started with narrow strikes by Yemeni-bas...

Wed, 31 Jan

Contributed by Lukas • Default Dataset

It's a busy week for the bond market with a meeting of the Federal Reserve and the release of the US...

Tue, 30 Jan 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

This week on Lots More, we speak with Claudia Sahm, the former Federal Reserve economist and founder...

Mon, 29 Jan

Contributed by Lukas • Default Dataset

There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing ha...

Fri, 26 Jan

Contributed by Lukas • Default Dataset

For years, people have been talking about the end of US dollar dominance or how some other currency ...

Thu, 25 Jan 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

The past few years have been pretty wild for anyone working in credit, the business of selling and t...

Mon, 22 Jan

Contributed by Lukas • Default Dataset

Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landin...

Fri, 19 Jan

Contributed by Lukas • Default Dataset

On Jan. 5, the plug door of an Alaska Airlines 737 Max 9 blew out mid-flight, forcing the plane into...

Thu, 18 Jan 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

In the early 2010s, US shale players were producing oil like crazy, with no concerns about profitabi...

Mon, 15 Jan

Contributed by Lukas • Default Dataset

A possible Chinese invasion of Taiwan has become a top-of-mind concern in defense and corporate circ...

Fri, 12 Jan

Contributed by Lukas • Default Dataset

For anyone interested in investing in the health-care space, JPMorgan's annual Health Care Conferenc...

Thu, 11 Jan 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

Harley Bassman, a.k.a. the Convexity Maven, is a legend among bond investors. He worked at Merrill L...

Tue, 09 Jan 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

The mood about the US economy feels very different right now than it did a year ago. At the start of...

Mon, 08 Jan

Contributed by Lukas • Default Dataset

Private credit is now so big that it's rivaling more traditional forms of lending and fueling a deba...

Thu, 04 Jan 2024 09:00:00 +0000

Contributed by Lukas • Default Dataset

A string of recent attacks by Yemen-based Houthi rebels on commercial vessels transiting the Red Sea...

Mon, 01 Jan

Contributed by Lukas • Default Dataset

It's no secret that one of the fun things about Odd Lots is that it covers a lot of different topics...

Thu, 28 Dec 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Brad Jacobs has founded multiple multi-billion dollar companies in his career. He turned United Wast...

Mon, 25 Dec

Contributed by Lukas • Default Dataset

On this episode, our listeners called in with their questions. They ranged from the personal, like "...

Thu, 21 Dec 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

This time last year, almost everyone was predicting a recession would engulf the US economy in 2023....

Tue, 19 Dec 2023 11:00:00 +0000

Contributed by Lukas • Default Dataset

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest new...

Mon, 18 Dec

Contributed by Lukas • Default Dataset

When people think of publicly funded housing, they tend not to think about modern-looking apartments...

Fri, 15 Dec

Contributed by Lukas • Default Dataset

This week was a huge one for the soft landing camp. The inflation data came in cool and the Federal ...

Thu, 14 Dec 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Sweetgreen, the popular fast food salad restaurant, recently announced that it was eliminating all u...

Mon, 11 Dec

Contributed by Lukas • Default Dataset

One of the defining brands of the 2010s was Drybar. The popular chain of blow dry salons helped defi...

Thu, 07 Dec 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Both the Trump administration and the Biden administration made moves to constrain China's ability t...

Wed, 06 Dec

Contributed by Lukas • Default Dataset

When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's n...

Mon, 04 Dec

Contributed by Lukas • Default Dataset

There's been a lot of worry over the future of commercial real estate — especially the outlook for...

Fri, 01 Dec

Contributed by Lukas • Default Dataset

Argentina has always been interesting from an economic and financial markets perspective, to put it ...

Thu, 30 Nov 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

The rate banks pay on savings accounts hit the headlines earlier this year, when an outflow of depos...

Wed, 29 Nov

Contributed by Lukas • Default Dataset

Last month, a Missouri jury found that real estate brokers colluded to artificially inflate and fix ...

Mon, 27 Nov

Contributed by Lukas • Default Dataset

Going into 2023, the conventional wisdom was that a recession was likely in store. Instead, it didn'...

Thu, 23 Nov 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

 Since bursting onto the scene in the mid-1990s, Magic the Gathering has become one of the most pop...

Wed, 22 Nov

Contributed by Lukas • Default Dataset

The effort to decarbonize the US electricity grid involves a range of technologies and power sources...

Mon, 20 Nov

Contributed by Lukas • Default Dataset

It's no secret that the market for private credit has boomed in recent years. The surprising thing i...

Fri, 17 Nov

Contributed by Lukas • Default Dataset

Michael Barr is a busy man these days. As the Federal Reserve's vice-chair for supervision, he's loo...

Thu, 16 Nov 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Since becoming chair of the Federal Trade Commission, Lina Khan has arguably taken a novel approach ...

Mon, 13 Nov

Contributed by Lukas • Default Dataset

Back in 2020, we spoke with Maciej Wojtal, a London-based fund manager who specializes in Iranian st...

Thu, 09 Nov 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Earlier this year, we saw the collapse of Silicon Valley Bank and Silvergate Bank following a run on...

Wed, 08 Nov

Contributed by Lukas • Default Dataset

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than E...

Mon, 06 Nov

Contributed by Lukas • Default Dataset

Finding good, high quality childcare has been a growing challenge in the US for a long time. The pan...

Thu, 02 Nov 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Dimensional Fund Advisors is one of the fastest growing providers of mutual funds and ETFs. It was f...

Mon, 30 Oct

Contributed by Lukas • Default Dataset

This special episode of Odd Lots was recorded live at the Bloomberg Screentime festival earlier this...

Thu, 26 Oct 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along a...

Mon, 23 Oct

Contributed by Lukas • Default Dataset

The US is taking a fresh look at nuclear power. After a dearth of construction, and de-commissioning...

Fri, 20 Oct

Contributed by Lukas • Default Dataset

So far, the war between Israel and Hamas has had only a mild impact on world markets. Oil prices are...

Thu, 19 Oct 2023 14:16:00 +0000

Contributed by Lukas • Default Dataset

Mortgage rates have surged over the last couple of years. But surprisingly to some, actual home pric...

Mon, 16 Oct

Contributed by Lukas • Default Dataset

There remains a lot of anxiety over whether inflation in the US will gather steam all over again. Pa...

Wed, 11 Oct

Contributed by Lukas • Default Dataset

When New York legalized recreational cannabis for adults, it didn't just want to fling the gates wid...

Wed, 11 Oct

Contributed by Lukas • Default Dataset

In the past week, the bond market has experienced a historic selloff. Yields on benchmark 10-year US...

Fri, 06 Oct

Contributed by Lukas • Default Dataset

Jigar Shah is the head of the Loan Programs Office at the Department of Energy and thanks to the Inf...

Wed, 04 Oct

Contributed by Lukas • Default Dataset

Can a soft landing be achieved? This is still a wide open question, given the highly uncertain macro...

Mon, 02 Oct

Contributed by Lukas • Default Dataset

The US economy has so far withstood the effects of higher interest rates a lot better than expected....

Fri, 29 Sep

Contributed by Lukas • Default Dataset

For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast sho...

Thu, 28 Sep 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve has hiked rates in rapid fashion, yet the evidence of their impact is scarce. In...

Wed, 27 Sep

Contributed by Lukas • Default Dataset

When it comes to economics, there are a bunch of different schools to choose from, but pretty much a...

Mon, 25 Sep

Contributed by Lukas • Default Dataset

This year has seen a spate of insurance companies announcing that they're leaving markets like Flori...

Fri, 22 Sep

Contributed by Lukas • Default Dataset

When the US auto industry needed a restructuring or bailout in 2009, the Obama administration tapped...

Thu, 21 Sep 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

When generations undergo any kind of collective life-changing event, it shapes how people think abou...

Mon, 18 Sep

Contributed by Lukas • Default Dataset

In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it mo...

Fri, 15 Sep

Contributed by Lukas • Default Dataset

For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast sho...

Thu, 14 Sep 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Last year, consumers around the country experienced an explosion in the price of eggs, in part due t...

Wed, 13 Sep

Contributed by Lukas • Default Dataset

Bill Gross became known as the Bond King during his legendary, multi-decade run at Pimco, eventually...

Mon, 11 Sep

Contributed by Lukas • Default Dataset

In some respects, the real estate market has been surprisingly resilient in the face of rising inter...

Thu, 07 Sep 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

A decade ago, there was a lot of hype about self driving cars. In fact, there was more interest in s...

Mon, 04 Sep

Contributed by Lukas • Default Dataset

Certain people claim that New York City has a reputation for... not having the best fruits and veget...

Thu, 31 Aug 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's ...

Wed, 30 Aug

Contributed by Lukas • Default Dataset

The Biden administration has undertaken an aggressive effort to revitalize domestic manufacturing, p...

Tue, 29 Aug 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

In recent years, the absolute level of government debt around the world has risen dramatically. The ...

Mon, 28 Aug

Contributed by Lukas • Default Dataset

In the global financial system, US Treasuries play a special role. They’re basically as close to c...

Sat, 26 Aug

Contributed by Lukas • Default Dataset

On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City F...

Fri, 25 Aug

Contributed by Lukas • Default Dataset

Bloomberg Surveillance comes to the Odd Lots podcast!  Listen for a special edition of Bloomberg Su...

Thu, 24 Aug 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Tractor Supply Co. has grown from a small mail order business set up in the 1930s into the biggest f...

Mon, 21 Aug

Contributed by Lukas • Default Dataset

The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The propert...

Thu, 17 Aug 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mo...

Mon, 14 Aug

Contributed by Lukas • Default Dataset

Why do some countries become rich while others stagnate? And can you predict which countries become ...

Fri, 11 Aug

Contributed by Lukas • Default Dataset

There have been a number of news stories lately that seem straight out of science fiction. We've hea...

Thu, 10 Aug 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Movie and TV productions have come to a nearly complete stop in Hollywood. Both the Screen Actors Gu...

Mon, 07 Aug

Contributed by Lukas • Default Dataset

On September 14, the contract between the United Auto Workers and the Big Three carmakers (GM, Ford ...

Thu, 03 Aug 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale...

Mon, 31 Jul

Contributed by Lukas • Default Dataset

A key plank of the Biden administration's "Bidenomics" involves stronger antitrust enforcement and w...

Thu, 27 Jul 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

When Silicon Valley Bank imploded, there was a lot of talk about the future of regional and communit...

Mon, 24 Jul

Contributed by Lukas • Default Dataset

Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of w...

Thu, 20 Jul 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Artificial Intelligence is all the rage right now and most of the investor excitement has so far bee...

Mon, 17 Jul

Contributed by Lukas • Default Dataset

We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the com...

Fri, 14 Jul

Contributed by Lukas • Default Dataset

Arizona recently announced new constraints on housing development in the areas around Phoenix. At is...

Thu, 13 Jul 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Due to a combination of drought, climate change and booming growth, Arizona is facing looming water ...

Mon, 10 Jul

Contributed by Lukas • Default Dataset

Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of d...

Thu, 06 Jul 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Big cities like New York have two real estate problems. Housing is scarce and office buildings are e...

Tue, 04 Jul 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

President Biden recently made it clear that what we're seeing play out in the economy now is the res...

Mon, 03 Jul

Contributed by Lukas • Default Dataset

Every industry is trying to figure out just how AI or Large Language Models can be used to do busine...

Fri, 30 Jun

Contributed by Lukas • Default Dataset

Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eig...

Thu, 29 Jun 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

When the pandemic struck in 2020, the actor Ben McKenzie (who you might know from The OC and Gotham)...

Mon, 26 Jun

Contributed by Lukas • Default Dataset

More than a decade ago, GMO strategist James Montier published a paper predicting that corporate pro...

Fri, 23 Jun

Contributed by Lukas • Default Dataset

Saudi Arabia has been spending hundreds of millions of dollars snapping up international soccer star...

Thu, 22 Jun 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

We're used to thinking of modern finance as practically synonymous with computers. Banks are basical...

Mon, 19 Jun

Contributed by Lukas • Default Dataset

De-dollarization is all the rage right now, with lots of talk about whether the US currency will be ...

Fri, 16 Jun

Contributed by Lukas • Default Dataset

Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis ...

Thu, 15 Jun 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

There are all kinds of societal concerns emerging out of the rise of artificial intelligence. Will i...

Mon, 12 Jun

Contributed by Lukas • Default Dataset

There's a lot of frustration about the government's ability to build things in the US. Subways. Brid...

Fri, 09 Jun

Contributed by Lukas • Default Dataset

A lot has happened since we last spoke to Brad Setser in April 2020, towards the beginning of the Co...

Thu, 08 Jun 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Earlier this year, Odd Lots talked about the idea of companies taking advantage of bottlenecks and o...

Mon, 05 Jun

Contributed by Lukas • Default Dataset

If you think interest rates seem high right now, you might be operating with too short of a perspect...

Thu, 01 Jun 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Earlier this year, it emerged that the London Metals Exchange had been holding a bunch of bags fille...

Mon, 29 May

Contributed by Lukas • Default Dataset

The US government is spending billions of dollars to build out state-of-the-art domestic semiconduct...

Thu, 25 May 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Stewart Butterfield has been at the forefront of two epochal turning points for tech. First, he was ...

Wed, 24 May

Contributed by Lukas • Default Dataset

In 2011, then-Vice President Biden had a front row seat to a bruising debt ceiling standoff between ...

Mon, 22 May

Contributed by Lukas • Default Dataset

There's a lot of discussion these days about de-dollarization and whether the US dollar will lose it...

Fri, 19 May

Contributed by Lukas • Default Dataset

A couple of years ago, it was an amazing time to have a truck or be a trucker. The goods economy was...

Thu, 18 May 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

We're still in the middle of a "crypto winter" with the price of coins well off their highs from bac...

Mon, 15 May

Contributed by Lukas • Default Dataset

Terry Duffy is the chairman and CEO of CME Group, the world's biggest derivatives exchange and a tra...

Fri, 12 May

Contributed by Lukas • Default Dataset

Coming soon: When nerdy gamer Sam Bankman-Fried rocketed to fame as the world’s richest 29-year-ol...

Fri, 12 May

Contributed by Lukas • Default Dataset

The 2010s saw the rise of a number of digital media startups like BuzzFeed News, Gawker Media, Vice,...

Thu, 11 May 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve has hiked rates rapidly over the last 18 months, and yet inflation remains surpr...

Mon, 08 May

Contributed by Lukas • Default Dataset

Nobody knows for sure who is going to make all the money when it comes to artificial intelligence. W...

Thu, 04 May 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Disruptions caused by the pandemic have revealed deep flaws in our supply chain for physical goods. ...

Mon, 01 May

Contributed by Lukas • Default Dataset

Some supply chain crises are acute. A bottleneck at the ports. A shortage of semiconductors. These c...

Thu, 27 Apr 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's been a lot of discussion about the possibility of "de-dollarization," or the idea that the w...

Mon, 24 Apr

Contributed by Lukas • Default Dataset

The big headlines from March's banking crisis have receded and balances at some of the Federal Reser...

Thu, 20 Apr 2023 08:02:00 +0000

Contributed by Lukas • Default Dataset

Marijuana has been legalized in a number of places in the US now, but what New York is trying to do ...

Thu, 20 Apr 2023 08:01:00 +0000

Contributed by Lukas • Default Dataset

In some respects, selling legalized cannabis should be like many other consumer goods business. You ...

Thu, 20 Apr 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

New York City has long been seen as a holy grail for the legal weed industry, with millions of poten...

Mon, 17 Apr

Contributed by Lukas • Default Dataset

Over time, we expect the world to get richer. Yes, there are disruptions and setbacks (and we have s...

Thu, 13 Apr 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

In August of last year, the White House signed the CHIPS and Science Act of 2022, a bipartisan effor...

Mon, 10 Apr

Contributed by Lukas • Default Dataset

In the last month or so, two macro risks have become top of mind for investors. One is the stability...

Thu, 06 Apr 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Nassim Taleb has never been shy about expressing his viewpoints on a wide range of topics. But latel...

Mon, 03 Apr

Contributed by Lukas • Default Dataset

For the most part, being a landlord, particularly in a major city, has been a good business to be in...

Thu, 30 Mar 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

One of the big mysteries in markets right now is why risk assets rallied so strongly into the new ye...

Mon, 27 Mar

Contributed by Lukas • Default Dataset

The tech world is in a precarious moment. Valuations are down. The IPO window seems shut. SPACs are ...

Thu, 23 Mar 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

When Silicon Valley Bank failed, the government stepped in and guaranteed that all accounts — even...

Mon, 20 Mar

Contributed by Lukas • Default Dataset

Markets are suddenly on edge due to strains in the financial system. But banks aren't the only sourc...

Fri, 17 Mar

Contributed by Lukas • Default Dataset

Zero- and one-day options give investors the ability to bet on the daily moves of the S&P 500. I...

Thu, 16 Mar 2023 08:00:00 +0000

Contributed by Lukas • Default Dataset

Whenever a major financial institution collapses and needs a bailout, it's easy to say, "Where were ...

Tue, 14 Mar 2023 12:55:15 +0000

Contributed by Lukas • Default Dataset

Silicon Valley bank collapsed at record speed. And the world is still trying to figure out what went...

Mon, 13 Mar

Contributed by Lukas • Default Dataset

In the short term, the Federal Reserve's job is straightforward. Raise or lower interest rates in or...

Thu, 09 Mar 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

The persistence of inflation is a bit of a mystery to economists. Many of the shocks of the last few...

Mon, 06 Mar

Contributed by Lukas • Default Dataset

Crypto is facing two distinct, yet related problems. First, a bunch of people have lost money due to...

Thu, 02 Mar 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Homebuilders have experienced major whiplash over the last few years. The pandemic originally caused...

Mon, 27 Feb

Contributed by Lukas • Default Dataset

The vast majority of urban apartments in the US are geared towards single occupants, couples without...

Thu, 23 Feb 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve has been raising benchmark borrowing rates at the fastest pace in decades, but t...

Mon, 20 Feb

Contributed by Lukas • Default Dataset

It's been one year since Russia invaded Ukraine in an event that set off a chain reaction of both ge...

Fri, 17 Feb

Contributed by Lukas • Default Dataset

President Biden came into office with an incredibly slim legislative majority. And yet despite just ...

Thu, 16 Feb 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

The US is in the middle of another debt ceiling fight. The expectation is that it will get lifted be...

Mon, 13 Feb

Contributed by Lukas • Default Dataset

The US labor market looks rock solid. The unemployment rate is at its lowest level in 50 years, whil...

Fri, 10 Feb

Contributed by Lukas • Default Dataset

In the wake of the Great Financial Crisis, the work of John Maynard Keynes experienced a revival, as...

Thu, 09 Feb 2023 12:00:00 +0000

Contributed by Lukas • Default Dataset

The new season of Bloomberg's Foundering podcast retraces the life and gruesome death of John McAfee...

Thu, 09 Feb 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve raised interest rates at the fastest pace in decades in 2022. But despite the ra...

Mon, 06 Feb

Contributed by Lukas • Default Dataset

After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However...

Wed, 01 Feb

Contributed by Lukas • Default Dataset

It was looking bad there for awhile for Team Transitory. Anyone who had previously even uttered the ...

Mon, 30 Jan

Contributed by Lukas • Default Dataset

Rent inflation went wild in 2021 and 2022, turning it into one of the most substantial drivers of ov...

Thu, 26 Jan 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Southwest Airlines had a disastrous holiday season, thanks in part to a software bug that left crews...

Mon, 23 Jan

Contributed by Lukas • Default Dataset

The price of eggs rose 60% in 2022, as measured by the Consumer Price Index. Meanwhile, wholesale eg...

Fri, 20 Jan

Contributed by Lukas • Default Dataset

Over the last year, numerous things have gone wrong for the crypto industry. (Too many to list.) But...

Thu, 19 Jan 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

In economics, there tends to be two dominant ways of thinking about inflation. Either you agree with...

Mon, 16 Jan

Contributed by Lukas • Default Dataset

While electric vehicle use is growing rapidly, the internal combustion engine remains completely dom...

Fri, 13 Jan

Contributed by Lukas • Default Dataset

The discount window at the Federal Reserve allows banks to borrow money at an above-market rate in e...

Thu, 12 Jan 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

The most recent jobs report has revived talk that the US economy might pull off the fabled "soft lan...

Mon, 09 Jan

Contributed by Lukas • Default Dataset

Thanks to work from home, and other trends, workers are being electronically monitored by their boss...

Thu, 05 Jan 2023 09:00:00 +0000

Contributed by Lukas • Default Dataset

Back in early 2021, Ryan Petersen was one of the first people we spoke to on the Odd Lots podcast ab...

Fri, 30 Dec

Contributed by Lukas • Default Dataset

In this special episode, Tracy and Joe reach into the mailbag and take some questions about Odd Lots...

Thu, 29 Dec 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

Odd Lots is seven years old now, having started in late 2015. When it began, we really didn't know w...

Mon, 26 Dec

Contributed by Lukas • Default Dataset

Plastic is in almost everything and prices of polypropylene, polyethylene and a host of other polyme...

Thu, 22 Dec 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

We talk a lot about macroeconomic trends on the podcast. What's happening with inflation? Is the lab...

Mon, 19 Dec

Contributed by Lukas • Default Dataset

Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expe...

Thu, 15 Dec 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

The US financial system today is pretty much taken as a given. We have the Federal Reserve, which se...

Mon, 12 Dec

Contributed by Lukas • Default Dataset

2022 has seen numerous crypto disasters, most notably FTX. Also the price of most coins has tumbled ...

Thu, 08 Dec 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

Heatwaves, droughts, hurricanes, floods... in a year of commodity shortages and supply chain disrupt...

Mon, 05 Dec

Contributed by Lukas • Default Dataset

We're in the aftermath of an extraordinary bubble in cryptocurrencies and the collapse of FTX is a d...

Thu, 01 Dec 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

China has seen a surge in protests in cities all around the country, targeted at the country's Covid...

Mon, 28 Nov

Contributed by Lukas • Default Dataset

The US economy may not be in a recession, but Silicon Valley, which had a mega-boom throughout the 2...

Wed, 23 Nov

Contributed by Lukas • Default Dataset

Earlier this year we talked to the legendary short seller Jim Chanos, during which he warned of more...

Mon, 21 Nov

Contributed by Lukas • Default Dataset

For years we've been hearing about a persistent shortage of truck drivers. But what if we're thinkin...

Fri, 18 Nov

Contributed by Lukas • Default Dataset

It was on an episode of the Odd Lots podcast in April 2022 that Sam Bankman-Fried infamously charact...

Thu, 17 Nov 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

The collapse of the Sam Bankman-Fried empire is gigantic, sprawling and fast moving. While details a...

Mon, 14 Nov

Contributed by Lukas • Default Dataset

We talk a lot about the US shale boom. And we talk a lot about OPEC. But one of the most exciting st...

Thu, 10 Nov 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

The surge in gas costs in Europe threatens to impose massive pain on households and cripple energy-i...

Mon, 07 Nov

Contributed by Lukas • Default Dataset

There are a bunch of historical analogies that people like to reach for in order to describe some of...

Thu, 03 Nov 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

After years of basically printing money, the big online Internet behemoths are starting to stumble f...

Mon, 31 Oct

Contributed by Lukas • Default Dataset

It's no secret that a strong US dollar causes the rest of the world pain, but the impact of this yea...

Mon, 31 Oct

Contributed by Lukas • Default Dataset

The Midwest has been gripped by drought this year and water levels on the Mississippi River have fal...

Fri, 28 Oct

Contributed by Lukas • Default Dataset

When people think about the so-called 'gig economy' they probably first think about Uber. But truck ...

Thu, 27 Oct 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

US mortgage rates have jumped to a two-decade high, with the average 30-year home loan now running a...

Mon, 24 Oct

Contributed by Lukas • Default Dataset

Earlier this month, the Biden administration unveiled a new set of restrictions on exporting semicon...

Fri, 21 Oct

Contributed by Lukas • Default Dataset

Alberta is one of Canada's most conservative provinces, with an economy and culture that might be co...

Wed, 19 Oct

Contributed by Lukas • Default Dataset

Nouriel Roubini is known for his bearish prognostications. And unfortunately, he still doesn't see a...

Mon, 17 Oct

Contributed by Lukas • Default Dataset

Jigar Shah is the director of the loan office at the Department of Energy. For years, this division ...

Thu, 13 Oct 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Chinese government's biggest political gathering comes at a time of numerous challenges.Next wee...

Mon, 10 Oct

Contributed by Lukas • Default Dataset

Thanks to the surge in mortgage rates, we've seen a historic collapse in mortgage affordability. New...

Thu, 06 Oct 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

UK financial assets just experienced once-in-a-generation type moves in the wake of the government's...

Mon, 03 Oct

Contributed by Lukas • Default Dataset

One of the biggest drivers of inflation is rent. Arguably, it's the whole ballgame right now. If ren...

Thu, 29 Sep 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous co...

Mon, 26 Sep

Contributed by Lukas • Default Dataset

Europe is facing an energy crisis and there are some dire predictions about how it will deal with th...

Thu, 22 Sep 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Stablecoin regulation has become a hot topic, and for very good reason. For one thing, it's an extre...

Mon, 19 Sep

Contributed by Lukas • Default Dataset

For years, it's been on the Ethereum roadmap to transition its blockchain from proof-of-work to proo...

Thu, 15 Sep 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Cryptocurrencies often don't fit neatly into traditional asset buckets. They're not exactly currenci...

Sun, 11 Sep

Contributed by Lukas • Default Dataset

Credit Suisse strategist Zoltan Pozsar has found a new level of fame over the last year, arguing tha...

Thu, 08 Sep 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

To the surprise of many people, the Biden administration has notched some significant economic polic...

Mon, 05 Sep

Contributed by Lukas • Default Dataset

In the wake of the Great Financial Crisis, China arguably led the world out of the downturn. Its gig...

Wed, 31 Aug

Contributed by Lukas • Default Dataset

At Jackson Hole, Federal Reserve Chair Jerome Powell gave a hawkish speech intended to leave no ambi...

Mon, 29 Aug

Contributed by Lukas • Default Dataset

The unemployment rate is down to 3.5%, which is far lower than just about anyone thought it would be...

Thu, 25 Aug 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve is in tightening mode. And there's that old adage "don't fight the Fed" which me...

Mon, 22 Aug

Contributed by Lukas • Default Dataset

In theory, what gets people most excited about crypto is lines going straight up. But one of the big...

Fri, 19 Aug

Contributed by Lukas • Default Dataset

Gas prices are central to everything these days. Biden's approval rating seems to move inverse with ...

Thu, 18 Aug 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Thanks to surging energy costs and extreme weather events, there's a greater urgency to decarbonize ...

Mon, 15 Aug

Contributed by Lukas • Default Dataset

As everyone knows, electricity prices in Europe have soared, due to a combination of factors, most p...

Thu, 11 Aug 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Markets have staged an impressive bounce since the middle of June. Stocks are way up. Credit spreads...

Mon, 08 Aug

Contributed by Lukas • Default Dataset

The multi-trillion dollar question for the US economy is “Can inflation drop to the Federal Reserv...

Thu, 04 Aug 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Labor markets are considered to be "tight" right now, but wage growth continues to lag inflation. Fo...

Mon, 01 Aug

Contributed by Lukas • Default Dataset

When people think about the market mania we recently experienced, the most glaring thing that comes ...

Thu, 28 Jul 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

With energy prices booming, heatwaves ravaging Europe, and Russia going to war against Ukraine, ther...

Wed, 27 Jul

Contributed by Lukas • Default Dataset

In theory, a big shift towards renewable sources of energy (like wind and solar and electric vehicle...

Mon, 25 Jul

Contributed by Lukas • Default Dataset

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dolla...

Thu, 21 Jul 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

For years, venture capital firms have been pouring money into start-ups, trying to get a piece of th...

Mon, 18 Jul

Contributed by Lukas • Default Dataset

Every time a crisis hits, you get a new round of people warning about the end of US dollar dominance...

Fri, 15 Jul

Contributed by Lukas • Default Dataset

This week, Twitter sued Elon Musk, attempting to force him to make good on his 44 billion buyout off...

Thu, 14 Jul 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

If you've ever interacted with hardcore Bitcoin maximalists you might find some of them, at least, t...

Mon, 11 Jul

Contributed by Lukas • Default Dataset

The market for US Treasuries is arguably one of the most important and liquid markets in the world. ...

Thu, 07 Jul 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The first real explosive Internet IPO was a company called TheGlobe.com. It was kind of a proto-soci...

Mon, 04 Jul

Contributed by Lukas • Default Dataset

Inflation was running hot even before Russia invaded Ukraine, but disruption in Europe's bread baske...

Fri, 01 Jul

Contributed by Lukas • Default Dataset

'Markets can stay irrational for longer than you can stay solvent' is a classic maxim for investors,...

Thu, 30 Jun 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The situation in energy right now seems bleak. But while everyone is focused on the high price of ga...

Mon, 27 Jun

Contributed by Lukas • Default Dataset

There are a lot of challenges facing emerging markets right now. For a start, the dollar has been pr...

Thu, 23 Jun 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's a fairly linear relationship between what's going on in the stock market and what's going on...

Wed, 22 Jun

Contributed by Lukas • Default Dataset

The price of oil is the central threat to the economy right now. Surging gasoline costs crimp consum...

Mon, 20 Jun

Contributed by Lukas • Default Dataset

Oil prices are sky high. And there's plenty of oil in the ground in North America. And so far the su...

Thu, 16 Jun 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Legendary short seller Jim Chanos says that despite the plunge in stocks, there are numerous swathes...

Mon, 13 Jun

Contributed by Lukas • Default Dataset

Housing in the US is a constant source of frustration. On the way up, prospective homebuyers worry t...

Thu, 09 Jun 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Most people think of Foxconn as the company that assembles iPhones. But it's a lot more than that. I...

Mon, 06 Jun

Contributed by Lukas • Default Dataset

There are numerous macro factors driving elevated inflation. But in some categories, there also seem...

Thu, 02 Jun 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The collapse of the Terra/Luna experiment has brought fresh attention to stablecoins, and the differ...

Mon, 30 May

Contributed by Lukas • Default Dataset

These days, oil gets all the attention. Consumers feel and see the pinch directly every time they fi...

Fri, 27 May

Contributed by Lukas • Default Dataset

The world of trucking is extraordinarily complex. There are an untold number of players that need to...

Thu, 26 May 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Inflation is too high, and the Federal Reserve has started on an aggressive hiking path in order to ...

Mon, 23 May

Contributed by Lukas • Default Dataset

Bridgewater's Greg Jensen on Why Markets Have Further to FallInflation is at its highest in four dec...

Fri, 20 May

Contributed by Lukas • Default Dataset

We continue to see an explosion of interest and money flowing into the crypto/blockchain space. But ...

Thu, 19 May 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

For years, economists of the MMT school have been arguing that the way we think about deficits and g...

Sun, 15 May

Contributed by Lukas • Default Dataset

The collapse of the Terra ecosystem, and the tokens Luna and UST, will go down as one of the most pa...

Thu, 12 May 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The first true meme stock was GameStop, which went wild in early 2021, delivering brutal losses to s...

Mon, 09 May

Contributed by Lukas • Default Dataset

It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, g...

Thu, 05 May 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

The aviation industry has never seen a disruption like what it's experienced over the last two years...

Mon, 02 May

Contributed by Lukas • Default Dataset

One of the big themes these days is the return of the 'real' economy. You can't solve problems these...

Fri, 29 Apr

Contributed by Lukas • Default Dataset

Shanghai, a city of nearly 30 million people, is currently under a hard lockdown, as the Chinese gov...

Thu, 28 Apr 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Spring of 2021 was peak meme mania. GameStop was going nuts. AMC was going nuts. And in general, the...

Mon, 25 Apr

Contributed by Lukas • Default Dataset

The price of major cryptocurrencies like Bitcoin and Ethereum have been moving sideways for awhile. ...

Wed, 20 Apr

Contributed by Lukas • Default Dataset

The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging ...

Mon, 18 Apr

Contributed by Lukas • Default Dataset

With oil prices surging, there's a sense of greater urgency about moving more towards electric vehic...

Thu, 14 Apr 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new c...

Mon, 11 Apr

Contributed by Lukas • Default Dataset

For much of the last two decades, housing has been the consummate macro asset. It was at the heart o...

Thu, 07 Apr 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts....

Tue, 05 Apr 2022 17:07:00 +0000

Contributed by Lukas • Default Dataset

Most people don't think much about wooden pallets -- and that might be true even of people conductin...

Mon, 04 Apr

Contributed by Lukas • Default Dataset

For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clippe...

Fri, 01 Apr

Contributed by Lukas • Default Dataset

Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove ...

Thu, 31 Mar 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation ...

Mon, 28 Mar

Contributed by Lukas • Default Dataset

In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as...

Thu, 24 Mar 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

When it comes to commodities, Russia's invasion of Ukraine has had a notable impact on the price of ...

Wed, 23 Mar

Contributed by Lukas • Default Dataset

It's happened again. Another container ship owned by the Evergreen Maritime Corp. has gotten stuck a...

Mon, 21 Mar

Contributed by Lukas • Default Dataset

There’s a big question over whether Russia will be able (or willing) to make payments on billions ...

Thu, 17 Mar 2022 08:00:00 +0000

Contributed by Lukas • Default Dataset

Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices...

Mon, 14 Mar

Contributed by Lukas • Default Dataset

The soaring price of electricity, particularly in Europe, is once again causing a search for alterna...

Thu, 10 Mar 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

Russia’s invasion of Ukraine has set off a new wave of concern about cyber attacks. Indeed, there ...

Mon, 07 Mar

Contributed by Lukas • Default Dataset

Harsh sanctions have been imposed against Russia over its invasion of Ukraine. However, the country'...

Thu, 03 Mar 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

U.S. and E.U. countries have unveiled extraordinarily tough sanctions against Russia over its invasi...

Wed, 02 Mar

Contributed by Lukas • Default Dataset

Even prior to Russia's attack on Ukraine, the global economy was facing an extraordinary moment. Now...

Mon, 28 Feb

Contributed by Lukas • Default Dataset

Some truckers make good money and have a high degree of control of their schedule. Others work for l...

Thu, 24 Feb 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

GDP is booming. The labor market is booming. However inflation is elevated, and consumer sentiment i...

Mon, 21 Feb

Contributed by Lukas • Default Dataset

The price of oil has surged over the last year, and U.S. oil companies are making money hand over fi...

Thu, 17 Feb 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

It's been a terrible few months for growth stocks. Small, unprofitable tech companies have crashed. ...

Mon, 14 Feb

Contributed by Lukas • Default Dataset

As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big t...

Thu, 10 Feb 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

The book “Liar's Poker” came out in 1989. Its depiction of Wall Street culture — obnoxious, cr...

Mon, 07 Feb

Contributed by Lukas • Default Dataset

We're in a period of elevated inflation right now. But at least there's some good news: The price of...

Thu, 03 Feb 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

Obviously, there's been a tremendous amount of volatility in crypto lately. But what has been the ef...

Mon, 31 Jan

Contributed by Lukas • Default Dataset

Over the last several months, Europe has seen its power costs soar. There are many drivers of it, bu...

Thu, 27 Jan 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

Late last year, the big Chinese property developer Evergrande started running into severe financial ...

Mon, 24 Jan

Contributed by Lukas • Default Dataset

The EV revolution is official on. Sales are soaring around the world as the internal combustion engi...

Thu, 20 Jan 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

If you wanted to buy a home in 2021, you probably found it a frustrating experience, rife with a sho...

Mon, 17 Jan

Contributed by Lukas • Default Dataset

Near the end of 2021, Turkey's government undertook a bold measure to stabilize the lira after the c...

Thu, 13 Jan 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

The Afghanistan economy was already in bad shape, with heavy reliance on foreign dollars, prior to t...

Mon, 10 Jan

Contributed by Lukas • Default Dataset

When people think about tools to fight inflation, usually things like taxes or monetary policy come ...

Thu, 06 Jan 2022 09:00:00 +0000

Contributed by Lukas • Default Dataset

Agricultural commodities have generally surged in price over the last year. One commodity that's gon...

Mon, 03 Jan

Contributed by Lukas • Default Dataset

The Turkish lira was incredibly volatile in 2021. After getting crushed and falling to record levels...

Mon, 27 Dec

Contributed by Lukas • Default Dataset

Everyone's talking about Web 3.0 (or Web3), but there's a lot of ambiguity about what exactly it's g...

Thu, 23 Dec 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

2021 was a historic year for markets and the broader economy. For the first time, seemingly in ages,...

Mon, 20 Dec

Contributed by Lukas • Default Dataset

There's no single measure we can look at to tell us whether supply chains are improving or not. Ther...

Thu, 16 Dec 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

Over a million people are members of a subreddit called r/AntiWork, whose slogan is "Unemployment fo...

Mon, 13 Dec

Contributed by Lukas • Default Dataset

The humble wooden shipping pallet is probably not something that most people think about too much. B...

Thu, 09 Dec 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

There have been a lot of stories about the challenges of keeping schools open over the last two year...

Mon, 06 Dec

Contributed by Lukas • Default Dataset

The stock market has basically been a one-way ship for 20 months now. So of course, some people get ...

Thu, 02 Dec 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

Money continues to pour into the crypto space at a rapid clip. Institutions, VCs, private investors ...

Mon, 29 Nov

Contributed by Lukas • Default Dataset

Normally, economists expect a somewhat stable relationship between job openings and the unemployment...

Thu, 25 Nov 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

Most of the big retailers have assured their customers that shelves will be stocked for the holidays...

Mon, 22 Nov

Contributed by Lukas • Default Dataset

Inflation is hot. You can debate why that is, or how long it will last, or who is to blame, or wheth...

Thu, 18 Nov 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

The corporate bond market is huge and important, allowing U.S. companies to tap investors for much n...

Mon, 15 Nov

Contributed by Lukas • Default Dataset

This year has brought fresh awareness to the complexity of the semiconductor supply chain. Taiwan Se...

Thu, 11 Nov 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

Inflation is running at its fastest pace in over 30 years. And one upward contributor to it is highe...

Mon, 08 Nov

Contributed by Lukas • Default Dataset

These days, commodities around the world are on a tear. But earlier this year, there was a lot of fi...

Thu, 04 Nov 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, r...

Mon, 01 Nov

Contributed by Lukas • Default Dataset

See omnystudio.com/listener for privacy information.

Thu, 28 Oct 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

In recent weeks, the White House has attempted to make a greater effort to improve the functioning o...

Mon, 25 Oct

Contributed by Lukas • Default Dataset

Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people ...

Thu, 21 Oct 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners ...

Mon, 18 Oct

Contributed by Lukas • Default Dataset

Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs...

Thu, 14 Oct 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots...

Mon, 11 Oct

Contributed by Lukas • Default Dataset

The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. ...

Fri, 08 Oct

Contributed by Lukas • Default Dataset

On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing ou...

Thu, 07 Oct 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

The Federal Reserve has a lot on its plate at the moment. Not only are "transitory" inflation pressu...

Mon, 04 Oct

Contributed by Lukas • Default Dataset

Every few years, people are reminded of the weird law the United States has: the debt ceiling. Congr...

Thu, 30 Sep 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

For years, people have talked about China's ongoing process of opening up, or liberalizing its econo...

Mon, 27 Sep

Contributed by Lukas • Default Dataset

The pandemic has obviously sent shockwaves throughout the supply chain. And, despite hopes of normal...

Thu, 23 Sep 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Over the last several months, inflation has risen at a pace significantly faster than what economist...

Mon, 20 Sep

Contributed by Lukas • Default Dataset

If you've been following the wild ride that is Chinese real estate, then you've definitely heard of ...

Thu, 16 Sep 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of ...

Mon, 13 Sep

Contributed by Lukas • Default Dataset

Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We'...

Thu, 09 Sep 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo ...

Mon, 06 Sep

Contributed by Lukas • Default Dataset

Passive investing is kind of boring. You dump your money in an index fund and that's it. The industr...

Thu, 02 Sep 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

When people think about what inflation is, they might first think about some broad index like the CP...

Mon, 30 Aug

Contributed by Lukas • Default Dataset

There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, i...

Thu, 26 Aug 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Nearly 200 years ago, the colonialist French power granted independence to Haiti. But it did so unde...

Mon, 23 Aug

Contributed by Lukas • Default Dataset

Over the last week and a half, the world has watched in shock at the dizzying speed of the collapse ...

Thu, 19 Aug 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

David Woo has always been one of the most outspoken voices on the street. A former top strategist at...

Mon, 16 Aug

Contributed by Lukas • Default Dataset

The last two jobs reports have been strong, but the unemployment rate remains over 5%. And by some e...

Thu, 12 Aug 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

The last 18 months has seen an incredible influx of people getting into trading. Thanks to a combina...

Mon, 09 Aug

Contributed by Lukas • Default Dataset

The economy is in uncharted territory in more ways that one right now. Coming out of the worst of th...

Thu, 05 Aug 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Sam Bankman-Fried is arguably the most important and powerful person in crypto. His crypto exchange ...

Mon, 02 Aug

Contributed by Lukas • Default Dataset

America's ports are a key source of congestion contributing to supply chain disruptions rippling thr...

Thu, 29 Jul 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

When you think about building a new home, obviously you think of various constraints regarding land,...

Mon, 26 Jul

Contributed by Lukas • Default Dataset

You can't talk about supply chains without talking about warehouses. Basically everything we buy at ...

Thu, 22 Jul 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Over the past year it's become clear that traditional economics doesn't necessarily do a great job o...

Mon, 19 Jul

Contributed by Lukas • Default Dataset

Inflation is running hot these days. But, even when the official measures were considerably cooler, ...

Thu, 15 Jul 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Vlad Zamfir is something of a crypto legend. The researcher was early into Bitcoin, and he was part ...

Mon, 12 Jul

Contributed by Lukas • Default Dataset

One of the big stories in the economy right now is the high number of unfilled job openings in the l...

Thu, 08 Jul 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Mainstream economics has come under attack lately. People have begun questioning its understanding o...

Mon, 05 Jul

Contributed by Lukas • Default Dataset

Bookstores typically aren't seen as the most attractive businesses in the year 2021. Add in the pand...

Thu, 01 Jul 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's a lot of hype about so-called DeFi (decentralized finance) these days, and much of it is bas...

Mon, 28 Jun

Contributed by Lukas • Default Dataset

By now you've no doubt heard about DeFi: the hot vision of crypto that aims to disrupt traditional l...

Thu, 24 Jun 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

The world's central bankers are facing challenges the likes of which they've never seen before. We'r...

Mon, 21 Jun

Contributed by Lukas • Default Dataset

You can't talk about the problems in logistics and supply chains right now without talking about tru...

Thu, 17 Jun 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Everyone knows that tech stocks performed amazingly well amid the coronavirus crisis. In the last fe...

Mon, 14 Jun

Contributed by Lukas • Default Dataset

By this point, you're aware that shipping anything internationally is pretty tough right now. It tur...

Thu, 10 Jun 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Over the last year, numerous celebrities and athletes have gotten into crypto in some way. For examp...

Mon, 07 Jun

Contributed by Lukas • Default Dataset

Home demand is booming. By some measures, the market is even hotter than it was during the peak prio...

Thu, 03 Jun 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Dan Ariely is one of the most famous behavioral economists in the world. And in his latest act, he's...

Mon, 31 May

Contributed by Lukas • Default Dataset

The crypto market recently experienced one of its worst crashes ever, with numerous coins cut in hal...

Thu, 27 May 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

These days, there's a shortage of chips everywhere you look. Some of it is related to idiosyncratic ...

Mon, 24 May

Contributed by Lukas • Default Dataset

Over the last few years, ESG has become a gigantic industry. Due to concerns over climate, the treat...

Thu, 20 May 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

"Decentralized Finance," "Yield farming"... you've probably heard these terms before, but have very ...

Mon, 17 May

Contributed by Lukas • Default Dataset

By now, everybody knows that global supply chains are a mess. Not a day goes by where there isn't ne...

Thu, 13 May 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Jared Bernstein has been a longtime advisor to President Joe Biden. He was his advisor while Biden w...

Tue, 11 May 2021 04:00:00 +0000

Contributed by Lukas • Default Dataset

Please check out this special announcement from Joe and Tracy, who have an update on a new Odd Lots ...

Mon, 10 May

Contributed by Lukas • Default Dataset

What will the economy really look like when things normalize? Lots of people are, of course, anticip...

Thu, 06 May 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's an irony with crypto. While so much of it is ostensibly about circumventing legacy finance, ...

Mon, 03 May

Contributed by Lukas • Default Dataset

This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity...

Thu, 29 Apr 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's probably nobody better at synthesizing massive events like Columbia professor Adam Tooze. Hi...

Mon, 26 Apr

Contributed by Lukas • Default Dataset

It's not often that lumber becomes a national obsession. But this year it has. Thanks to a combinati...

Thu, 22 Apr 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

There's a huge question mark at the moment about whether markets are at some sort of important turni...

Mon, 19 Apr

Contributed by Lukas • Default Dataset

It's a weird moment for the markets. The big stock indices are near all time highs. And yet there ha...

Thu, 15 Apr 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

Whenever the government is engaging in fiscal or monetary expansion, people like to invoke the histo...

Mon, 12 Apr

Contributed by Lukas • Default Dataset

When GameStop shares skyrocketed earlier this year, numerous pundits were quick to ascribe political...

Thu, 08 Apr 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

The U.S. Treasury market is the biggest, most liquid market in the world. Its smooth functioning is ...

Mon, 05 Apr

Contributed by Lukas • Default Dataset

In the modern age, we expect to be able to turn on our computers, enter in a ticker, and know the ac...

Thu, 01 Apr 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

The crypto market has come a long way in recent years. But it's still far less efficient than your t...

Wed, 31 Mar

Contributed by Lukas • Default Dataset

The Ever Given has been freed from the Suez Canal. But the whole situation was indicative of a broad...

Mon, 29 Mar

Contributed by Lukas • Default Dataset

When the GameStop and Robinhood story exploded at the end of January, suddenly everyone took an inte...

Thu, 25 Mar 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

What is the connection between the big trend in interest rates over the last several years and the c...

Mon, 22 Mar

Contributed by Lukas • Default Dataset

Over the last several weeks, we've seen major developments in the macro situation. The vaccine rollo...

Thu, 18 Mar 2021 08:00:00 +0000

Contributed by Lukas • Default Dataset

In a sense, Modern Monetary Theory has won. This is not because policy measures are necessarily in l...

Mon, 15 Mar

Contributed by Lukas • Default Dataset

For decades, the dominant economic philosophy of the United States has been that fiscal policy shoul...

Fri, 12 Mar

Contributed by Lukas • Default Dataset

A few decades ago, nobody really questioned vaccines. They were viewed as a standard part of staying...

Thu, 11 Mar 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

By some measures, the Chinese economy did better in 2020 than just about anywhere else. For one thin...

Mon, 08 Mar

Contributed by Lukas • Default Dataset

Bob Dylan did it last year. Shakira did it in January. More and more famous musicians are selling of...

Fri, 05 Mar

Contributed by Lukas • Default Dataset

More than 150 years after the end of slavery in the U.S., the net worth of a typical white family is...

Thu, 04 Mar 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

The Treasury market just experienced what some might call a tantrum. Across the yield curve, we saw ...

Mon, 01 Mar

Contributed by Lukas • Default Dataset

SPACs, sometimes referred to as blank check companies, are incredibly hot. After being a sort of sle...

Thu, 25 Feb 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

There are lots of hot areas in the market, which everybody knows. Stocks are obviously hot, as are i...

Mon, 22 Feb

Contributed by Lukas • Default Dataset

The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an in...

Thu, 18 Feb 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

As you might have heard, so-called value investing has not had a good run. At least from a quantitat...

Wed, 17 Feb

Contributed by Lukas • Default Dataset

During the worst of the pandemic, people loaded up on staples from their grocery store. Shelf-stable...

Mon, 15 Feb

Contributed by Lukas • Default Dataset

When you think about the big winners in the stock market over the past couple of decades, you might ...

Thu, 11 Feb 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

In a world dominated by passive investing on one end and retail YOLO traders on the other, there are...

Mon, 08 Feb

Contributed by Lukas • Default Dataset

Bitcoin, and crypto more broadly, have been on a huge tear lately. Then, with the chaos surrounding ...

Thu, 04 Feb 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

It's been a weird several days in the market. What started with a short squeeze in GameStop, driven ...

Wed, 03 Feb

Contributed by Lukas • Default Dataset

We know that retail activity, much of it on Robinhood, has been surging since last spring once the l...

Tue, 02 Feb 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

The GameStop short squeeze is one of the most extraordinary events to ever happen in markets. But do...

Mon, 01 Feb

Contributed by Lukas • Default Dataset

We're seeing historic change happening in real time in the chip industry. The old leaders are going ...

Fri, 29 Jan

Contributed by Lukas • Default Dataset

Everyone is talking about GameStop. The physical games retailer that was left for dead has been one ...

Thu, 28 Jan 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

We've been talking a lot on the podcast about semiconductors. The stumble of Intel. The general trou...

Mon, 25 Jan

Contributed by Lukas • Default Dataset

In every conversation about computer chips, it always comes back to the dominant player: TSMC. Found...

Thu, 21 Jan 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

It goes without saying that 2020 was a year like no other when it comes to the markets. A historic c...

Mon, 18 Jan

Contributed by Lukas • Default Dataset

The coronavirus crisis snarled global shipping in early 2020 as borders were closed, but lots of peo...

Thu, 14 Jan 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

The U.S. was once a manufacturing leader in semiconductors. That's no longer the case, given the ris...

Mon, 11 Jan

Contributed by Lukas • Default Dataset

One of the surprising developments in the last year was the boom in SPACs. The so-called blank check...

Thu, 07 Jan 2021 09:00:00 +0000

Contributed by Lukas • Default Dataset

We're in a rare moment where chess is popular in the United States. There are two big factors drivin...

Mon, 04 Jan

Contributed by Lukas • Default Dataset

It's been pointed out that, after the Black Death in Europe, real wages surged because there was suc...

Thu, 31 Dec 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

Economics is all about improving living standards, but rarely does the dismal science deal with soci...

Mon, 28 Dec

Contributed by Lukas • Default Dataset

2020 has been an absolutely extraordinary year for the economy. In March, we saw the fastest economi...

Thu, 24 Dec 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

This past summer, the business intelligence software company MicroStrategy made waves when it put so...

Mon, 21 Dec

Contributed by Lukas • Default Dataset

We talk a lot about quantitative trading on the podcast, but typically from a rather big picture per...

Thu, 17 Dec 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

On a recent episode of Odd Lots, we talked about Intel, and how the former dominant American semicon...

Mon, 14 Dec

Contributed by Lukas • Default Dataset

It's obviously been an extraordinary year for markets and the economy for reasons that don't need st...

Thu, 10 Dec 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

It's no secret that some African nations went on a borrowing spree in recent years, tapping both int...

Mon, 07 Dec

Contributed by Lukas • Default Dataset

For years, the IMF was generally of the view that free trade was good, and that open capital flows w...

Thu, 03 Dec 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

With developed economies still operating well below pre-crisis levels, central banks face substantia...

Mon, 30 Nov

Contributed by Lukas • Default Dataset

For years, Intel has been the pre-eminent U.S. semiconductor company. But lately, the company has st...

Thu, 26 Nov 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

There are many similarities between cryptocurrencies and social networks. And the rise of payment ap...

Mon, 23 Nov

Contributed by Lukas • Default Dataset

Traditional quant strategies that try to screen for stocks that are "cheap" have had an extremely ro...

Thu, 19 Nov 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

Bitcoin has been on a tear lately, but it's been a bit unclear as to what's driving it. But whatever...

Mon, 16 Nov

Contributed by Lukas • Default Dataset

The politics of taxes are always fraught. In theory, everyone wants to pay less of them and bristle ...

Thu, 12 Nov 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

Investors have always had to pay attention to what's going on in Washington DC, but this year it's b...

Mon, 09 Nov

Contributed by Lukas • Default Dataset

This year's stock market boom has coincided with a boom in new listings. There have been plenty of I...

Thu, 05 Nov 2020 09:00:00 +0000

Contributed by Lukas • Default Dataset

Measuring a company's book value is a classic practice among investors seeking to understand how muc...

Mon, 02 Nov

Contributed by Lukas • Default Dataset

The IPO of Ant Financial will go down as one of the most extraordinary deals of all time. And in gen...

Thu, 29 Oct 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

The COVID-19 crisis has pushed central banks around the world into uncharted territory. Typically wh...

Mon, 26 Oct

Contributed by Lukas • Default Dataset

For months now, traders have been positioning for a major volatility spike around the November elect...

Thu, 22 Oct 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Central banks around the world are increasingly launching pilot projects to explore the possibility ...

Tue, 20 Oct 2020 18:45:00 +0000

Contributed by Lukas • Default Dataset

With just two weeks until the election, talks over a stimulus deal remain ongoing, with negotiations...

Mon, 19 Oct

Contributed by Lukas • Default Dataset

It's been an extraordinary year for traders of volatility. We had the crisis, we had this incredible...

Thu, 15 Oct 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

For over a century, tobacco stocks have been among the greatest investments in history, consistently...

Mon, 12 Oct

Contributed by Lukas • Default Dataset

In the wake of the Great Financial Crisis, you heard a lot of talk about the US becoming like Greece...

Thu, 08 Oct 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Interest in quantitative investing strategies continues to grow; however, as the space gets more com...

Mon, 05 Oct

Contributed by Lukas • Default Dataset

One of the guiding lights of Fed policy over the years has been the so-called Neutral Rate of Intere...

Thu, 01 Oct 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

In a carry trade, an investor borrows money cheaply to buy an asset that yields more. As long as not...

Mon, 28 Sep

Contributed by Lukas • Default Dataset

These days it seems like all financial markets are the same big trade. A gold chart looks like a Tes...

Thu, 24 Sep 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Back in 2017, during the Bitcoin boom, there were a number of different attempts to use blockchain t...

Mon, 21 Sep

Contributed by Lukas • Default Dataset

Crypto is hot this year again. In 2020, we've not only seen a substantial rally across a lot of diff...

Thu, 17 Sep 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

The use of so-called "alternative data" has been gathering attention for some time. Investors have b...

Mon, 14 Sep

Contributed by Lukas • Default Dataset

One of the most intriguing subplots to the 2020 stock market boom has been the speculative fervor wi...

Thu, 10 Sep 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

SPACs have been around a long time. The basic premise is that a group of people raise a bunch of mon...

Mon, 07 Sep

Contributed by Lukas • Default Dataset

It's fun to talk about what money is, but often it's hard to connect the dots and make it actually r...

Thu, 03 Sep 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Paul McCulley is a former Managing Director at PIMCO and a legend of the industry, having helped coi...

Mon, 31 Aug

Contributed by Lukas • Default Dataset

The Fed is facing historic challenges for two reasons. The first is the coronavirus and the task of ...

Thu, 27 Aug 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

There are some sectors of the real estate market, such as suburban residential housing, that are doi...

Mon, 24 Aug

Contributed by Lukas • Default Dataset

When COVID hit, people had visions of a plunge in home prices and a massive wave of evictions. So fa...

Thu, 20 Aug 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

In the United States, Black Americans have experienced persistently higher levels of unemployment th...

Mon, 17 Aug

Contributed by Lukas • Default Dataset

The pandemic has been brutal for restaurants and other indoor entertainment venues. So imagine runni...

Mon, 10 Aug

Contributed by Lukas • Default Dataset

For years, people have identified the lack of fiscal transfers and fiscal burden sharing as one of t...

Thu, 06 Aug 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

In light of the massive disruption to the economy, there’s a widespread view that things have been...

Mon, 03 Aug

Contributed by Lukas • Default Dataset

For years, macro hedge fund managers have been stalking the Hong Kong Dollar. Since 1983, the curren...

Thu, 30 Jul 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

With so many people working at home, bored, and with no sports to bet on, there’s been an incredib...

Tue, 28 Jul 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

The killers of Berta Caceres had every reason to believe they’d get away with murder. More than 10...

Mon, 27 Jul

Contributed by Lukas • Default Dataset

Switching careers is always difficult. But former New Yorker staff writer Maria Konnikova did it in ...

Mon, 20 Jul

Contributed by Lukas • Default Dataset

With the virus crushing economic activity, local governments have had to cut spending and rely on Fe...

Mon, 13 Jul

Contributed by Lukas • Default Dataset

In response to the economic crisis, governments around the world have engaged in stimulative policie...

Thu, 09 Jul 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Officially, the US unemployment rate stands at 11%. This is higher than the worst levels of the fina...

Mon, 06 Jul

Contributed by Lukas • Default Dataset

The world has gotten angrier in recent years, and the coronavirus crisis seems likely to have accele...

Thu, 02 Jul 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Central banks and fiscal authorities around the world have taken extraordinary measures to stem the ...

Mon, 29 Jun

Contributed by Lukas • Default Dataset

For years and years, the Chinese economy has been characterized as a bubble, with too much debt, and...

Thu, 25 Jun 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Adam Neumann had a vision: to make his startup WeWork a wildly successful company that would change ...

Mon, 22 Jun

Contributed by Lukas • Default Dataset

Nobody knows what the post-COVID future looks like. But there are some lessons to be learned from pr...

Thu, 18 Jun 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Chamath Palihapitiya is the CEO of Social Capital, the Chairman of Virgin Galactic and a partial own...

Mon, 15 Jun

Contributed by Lukas • Default Dataset

In the summer of 2004, Google went public and, as everyone knows, it’s done phenomenally well. Wha...

Thu, 11 Jun 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

One of the characteristics of the pre-crisis (and perhaps also the post-crisis) economy is the prese...

Mon, 08 Jun

Contributed by Lukas • Default Dataset

As many active fund managers have discovered in recent years, it’s extremely hard to find a sustai...

Fri, 05 Jun

Contributed by Lukas • Default Dataset

Welcome to Part V of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a loo...

Thu, 04 Jun 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Welcome to Part IV of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a lo...

Wed, 03 Jun

Contributed by Lukas • Default Dataset

Welcome to Part III of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a l...

Tue, 02 Jun 2020 08:00:00 +0000

Contributed by Lukas • Default Dataset

Welcome to Part II of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a lo...

Mon, 01 Jun

Contributed by Lukas • Default Dataset

Welcome to the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life ...