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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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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.

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

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

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

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

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