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Odd Lots

ShortCuts référence ce podcast pour aider les utilisateurs à découvrir les épisodes qui méritent leur attention, puis à revenir vers les contenus originaux.

Épisodes référencés1 132
Temps total33 j 1 h 49 min
Dernier épisode16/05/2026
Premier épisode04/11/2015
Épisodes

Épisodes indexés

1 132 épisode(s) · page 10/23

11/12/2023 48 min

Drybar Founder Alli Webb on the High Cost of Fast Growth

One of the defining brands of the 2010s was Drybar. The popular chain of blow dry salons helped define the so-called experience economy, leading to numerous competitors and copycats. But of course, to go from a single lo

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07/12/2023 45 min

China Made a Chip Breakthrough That Shocked the World

Both the Trump administration and the Biden administration made moves to constrain China's ability to build out an advanced homegrown technology industry. But the country is still investing billions in its chip sector an

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06/12/2023 35 min

Another Part of Commercial Real Estate Is in For a Reckoning

When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's not the only sector facing strains. Apartment buildings — or multifamily residential — may also be in for trouble. For ye

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04/12/2023 51 min

What Dead Malls Tell Us About the Future of Commercial Real Estate

There's been a lot of worry over the future of commercial real estate — especially the outlook for office buildings — in light of higher interest rates and the trend towards work from home. But years ago, Wall Street was

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01/12/2023 32 min

Lots More with Brad Setser

Argentina has always been interesting from an economic and financial markets perspective, to put it mildly. And it's gotten even more interesting following the recent election of Javier Milei as the country's next presid

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30/11/2023 39 min

Josh Younger Explains How Banks Really Manage Rate Risk

The rate banks pay on savings accounts hit the headlines earlier this year, when an outflow of deposits contributed to the collapse of Silicon Valley Bank and other lenders. Suddenly, the mechanics of how banks attract d

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29/11/2023 40 min

A Stunning Lawsuit Could Change How Realtors Get Paid

Last month, a Missouri jury found that real estate brokers colluded to artificially inflate and fix their own commissions, and as a result, ordered the National Association of Realtors to pay $1.8 billion in damages. Whi

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27/11/2023 46 min

Goldman's Jan Hatzius Believes the Hard Part Is Over

Going into 2023, the conventional wisdom was that a recession was likely in store. Instead, it didn't happen. What we saw is continued disinflation, even as the economic growth and the labor market have remained robust.

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23/11/2023 59 min

Magic the Gathering's Creator Wants to Create an Even Better Game

Since bursting onto the scene in the mid-1990s, Magic the Gathering has become one of the most popular games of all time, with millions of players collecting cards to battle each other in an imaginary fantasy realm. But

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22/11/2023 40 min

Here's What's Going Wrong in the US Offshore Wind Industry

The effort to decarbonize the US electricity grid involves a range of technologies and power sources. Solar is part of the solution, nuclear may also be a component. Battery storage is key. And so is wind — both onshore

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20/11/2023 46 min

Why Private Credit's Been Booming Even as Interest Rates Go Up

It's no secret that the market for private credit has boomed in recent years. The surprising thing is that it has continued to do so even as interest rates have surged, defying many people's expectation that this relativ

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17/11/2023 55 min

The Fed's Michael Barr on Real-Time Payments and the Basel Endgame

Michael Barr is a busy man these days. As the Federal Reserve's vice-chair for supervision, he's looking at ways of making the financial system safer through the next-generation of US banking regulation, known as the Bas

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16/11/2023 40 min

Lina Khan Is Sending a Message to the Private Equity Industry

Since becoming chair of the Federal Trade Commission, Lina Khan has arguably taken a novel approach to antitrust, one that incorporates broader ideas of what might actually constitute anticompetitive behavior. She's chal

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13/11/2023 40 min

What's Been Happening With the Iranian Stock Market

Back in 2020, we spoke with Maciej Wojtal, a London-based fund manager who specializes in Iranian stocks. This market is one of the most unfamiliar in the world and most investors can't even look up where the country's s

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09/11/2023 36 min

The OCC’s Michael Hsu on the Big Risks Facing Banking Businesses Right Now

Earlier this year, we saw the collapse of Silicon Valley Bank and Silvergate Bank following a run on deposits and big losses on their portfolios of bonds. Since then, regulators have been discussing changes to existing b

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06/11/2023 47 min

The Economics of Building a Childcare Business

Finding good, high quality childcare has been a growing challenge in the US for a long time. The pandemic only made the situation worse, with all kinds of negative knock-on effects for the economy. So what is actually in

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02/11/2023 51 min

Dimensional Co-CEO Gerard O'Reilly on the Future of Fund Management

Dimensional Fund Advisors is one of the fastest growing providers of mutual funds and ETFs. It was founded in the early 1980s, built upon University of Chicago research on efficient markets, passive investing, and other

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30/10/2023 40 min

What the Summer of Strikes Means For The Broader Economy

This special episode of Odd Lots was recorded live at the Bloomberg Screentime festival earlier this month in Los Angeles, where the summer strikes by Hollywood writers and actors were a hot topic among panelists and gue

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26/10/2023 39 min

The Incredible Rise of the Celsius Energy Drink

For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along and turned into one of the best performing stocks of all time. And now there’s another company showing explosive growth a

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23/10/2023 49 min

What's Really Standing in the Way of a Nuclear Renaissance?

The US is taking a fresh look at nuclear power. After a dearth of construction, and de-commissioning of working nuclear plants, people are talking, yet again, about it as a source of steady, affordable, carbon-free elect

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20/10/2023 30 min

Lots More with Gregory Brew

So far, the war between Israel and Hamas has had only a mild impact on world markets. Oil prices are higher than they were prior to the terrorist attack on October 7, but the link between the war and the broader oil mark

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19/10/2023 41 min

This Is What an 8% Mortgage Means For the Housing Market

Mortgage rates have surged over the last couple of years. But surprisingly to some, actual home prices in the US have been resilient. This has created a historic shock to affordability, with a typical monthly payment on

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16/10/2023 48 min

How An Old Banking Regulation May Have Driven The 1970s Inflation

There remains a lot of anxiety over whether inflation in the US will gather steam all over again. Part of this worry stems from the fact that there were multiple bouts of inflation in the 1970s, which was the last time t

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11/10/2023 33 min

NY's Cannabis Rollout Could Destroy a Legal Entrepreneur

When New York legalized recreational cannabis for adults, it didn't just want to fling the gates wide open for anyone to take part. Instead it specifically aimed to help out and give priority to individuals who were prev

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11/10/2023 32 min

JPMorgan's Jay Barry on the Big Selloff in Bonds

In the past week, the bond market has experienced a historic selloff. Yields on benchmark 10-year US Treasuries soared towards 4.9% while those on 30-year debt reached the highest since 2007. But the exact cause of these

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06/10/2023 1 h 3 min

Jigar Shah on the Pathway to Clean, Cheap, and Abundant Energy

Jigar Shah is the head of the Loan Programs Office at the Department of Energy and thanks to the Inflation Reduction Act, he has hundreds of billions of dollars to lend to companies to accelerate the commercialization of

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04/10/2023 58 min

Austan Goolsbee on the 'Golden Path' to a Soft Landing

Can a soft landing be achieved? This is still a wide open question, given the highly uncertain macro environment. On the one hand, you have had a continued deceleration is most US inflation measures and the unemployment

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02/10/2023 44 min

The Fed's Tom Barkin On the Impact of Higher Interest Rates

The US economy has so far withstood the effects of higher interest rates a lot better than expected. Unemployment is still at historic lows, even while inflation has cooled and the Federal Reserve has hiked rates for abo

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29/09/2023 26 min

Lots More with Matt Levine and Mike Mackenzie

For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast show, appearing on Fridays, will see hosts Tracy Alloway and Joe Weisenthal chatting with some of your favorite Odd Lots gu

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28/09/2023 47 min

The Real Pain From Rate Hikes May Still Be on the Way

The Federal Reserve has hiked rates in rapid fashion, yet the evidence of their impact is scarce. Inflation is still hot (though it has come down quite a bit.) The unemployment rate remains very low. And economic growth

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27/09/2023 34 min

Why the Degrowth Movement Is Having a Moment

When it comes to economics, there are a bunch of different schools to choose from, but pretty much all of them are focused on boosting growth. Except, that is, for the degrowth movement, which aims to refocus economics a

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25/09/2023 45 min

Why Insurers Are Pulling Out of High-Risk Areas

This year has seen a spate of insurance companies announcing that they're leaving markets like Florida and California, citing the increased risk of natural disasters, such as floods and wildfires. Elsewhere, premiums for

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22/09/2023 51 min

Steven Rattner on the UAW Strike and the Challenges of Bidenomics

When the US auto industry needed a restructuring or bailout in 2009, the Obama administration tapped former banker and investor Steven Rattner to lead the effort. As the government's "car czar," he helped shape an agreem

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21/09/2023 41 min

Morgan Housel on the New Way We Think About Money

When generations undergo any kind of collective life-changing event, it shapes how people think about money -- and how they think about spending and investing. Past upheavals like the Great Depression, the World Wars, th

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18/09/2023 36 min

Oaktree's Wayne Dahl on Credit Markets Right Now

In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it more close. Yet so far, despite the rate hikes, the economy has remained resilient. And credit spreads have remained surpr

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15/09/2023 27 min

Lots More With Neil Dutta

For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast show, appearing on Fridays, will see hosts Tracy Alloway and Joe Weisenthal chatting with some of your favorite Odd Lots gu

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14/09/2023 34 min

Senator Chris Coons on How to Fix Our Response to Avian Flu

Last year, consumers around the country experienced an explosion in the price of eggs, in part due to an outbreak of avian flu. Since then, egg prices have come back down to more normal levels. But what did we learn from

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13/09/2023 47 min

Bill Gross on the End of the Great Bond Bull Market

Bill Gross became known as the Bond King during his legendary, multi-decade run at Pimco, eventually growing the company to manage trillions of dollars. Of course, that success coincided with a remarkable bond bull marke

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11/09/2023 50 min

What Rising Rates and Surging Insurance Prices Are Doing to Real Estate

In some respects, the real estate market has been surprisingly resilient in the face of rising interest rates. Homebuilders have generally performed well and home prices have not tumbled the way many might have expected.

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07/09/2023 36 min

Self-Driving Cars Might Finally Be For Real This Time

A decade ago, there was a lot of hype about self driving cars. In fact, there was more interest in self-driving cars than there was in electric vehicles, in terms of the future of the auto industry. But progress in devel

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04/09/2023 1 h 0 min

This Is How New York City Gets Its Produce

Certain people claim that New York City has a reputation for... not having the best fruits and vegetables. This is a controversial point and not everyone agrees. But regardless of where you stand on this hot button issue

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31/08/2023 41 min

Hyun Song Shin on the New Financial Stability Risks

At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on the short-term path of monetary policy. But, of course, the Economic Symposium is supposed to be about

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30/08/2023 49 min

Adam Posen Has a Warning on the Danger of Bidenomics

The Biden administration has undertaken an aggressive effort to revitalize domestic manufacturing, particularly in areas like semiconductors and green technology. The reasons are manifold. The pandemic exposed frailties

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29/08/2023 38 min

Barry Eichengreen on the New Era of High Government Debt

In recent years, the absolute level of government debt around the world has risen dramatically. The Covid emergency unleashed a huge wave of public-sector spending in 2020 and beyond. Meanwhile, spending remains high for

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28/08/2023 47 min

Darrell Duffie On How to Fix the World’s Most Important Market

In the global financial system, US Treasuries play a special role. They’re basically as close to cash as a financial asset can get and their yields act as the "risk-free" rate against which all other assets are measured.

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26/08/2023 33 min

This Is What We Just Learned In Jackson Hole

On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City Fed Monetary Policy Symposium in Jackson Hole, Wyoming. While many were expecting some kind of academic or theoretical di

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25/08/2023 45 min

BONUS EPISODE: Bloomberg Surveillance in Jackson Hole

Bloomberg Surveillance comes to the Odd Lots podcast! Listen for a special edition of Bloomberg Surveillance from the Federal Reserve's annual symposium in Jackson Hole, Wyoming. Hear more from Bloomberg Surveillance on

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24/08/2023 45 min

Why Tractor Supply Is One of the Most Interesting Retailers On the Planet

Tractor Supply Co. has grown from a small mail order business set up in the 1930s into the biggest farm and ranch retailer operating in the US. Along the way, its share price has soared from around $1 in the 1990s to wel

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21/08/2023 45 min

The Four Big Structural Forces Holding Back China's Economy

The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to struggle. The People's Bank of China just did a surprise rate cut. So what's driving the decline

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17/08/2023 55 min

Here's How the New Weight Loss Drugs Could Change Everything

There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce substantial weight loss

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