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Bloomberg’s Joe Weisenthal and Tracy Alloway take you on a not-so random weekly walk through hot topics in markets, finance and economics.

Odd Lots Bloomberg

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Bloomberg’s Joe Weisenthal and Tracy Alloway take you on a not-so random weekly walk through hot topics in markets, finance and economics.

    How The Crisis Nearly Blew Up One Of The World’s Safest Trades

    How The Crisis Nearly Blew Up One Of The World’s Safest Trades

    In normal times, U.S. Treasuries are the ultimate safe haven. They are highly liquid and guaranteed to pay out. So when people want to hide out during periods of economic and financial market volatility, you can typically count on there being a strong bid for them. But in the last couple of weeks, the volatility has been so extreme, and the flight-to-cash so severe, that the market stopped behaving as normal. And popular trades involving arbing Treasuries and Treasury bond futures started to fail. On today’s episode, we speak with Josh Younger, a managing director at JPMorgan, who explains how and why it started to fall apart.

    • 55 分鐘
    A Longstanding Fear About The Corporate Debt Market May Finally Be Coming True

    A Longstanding Fear About The Corporate Debt Market May Finally Be Coming True

    For a long time, people have been warning that corporate debt could be the major source of vulnerability in today's economy. And the market meltdown that we've been seeing since the beginning of March could make those fears a reality. On this week's podcast, we speak with frequent Odd Lots guest Chris White of Viable Markets, on how the extreme search for yield in recent years, combined with massive issuance of debt, combined with the idiosyncrasies of the corporate debt market, could be a setup primed for disaster.

    • 43 分鐘
    How A Macro Manager Is Trading On One Of The Wildest Markets In History

    How A Macro Manager Is Trading On One Of The Wildest Markets In History

    Markets around the world are so extremely volatile that nobody can think of any perfect precedent. There are shades of the Great Recession, 1987, the period in the wake of 9/11, and other moments of extreme turbulence. This week's special episode was recorded on Monday March 16 with Naufal Sanaullah, a macro strategist at EIA All Weather Alpha Partners. He walked us through his thinking on the market, and even discussed how he was trading things, right then, during the market open.

    • 47 分鐘
    How Saudi Arabia Delivered A Blow To U.S. Shale Companies At The Worst Possible Moment

    How Saudi Arabia Delivered A Blow To U.S. Shale Companies At The Worst Possible Moment

    Saudi Arabia recently announced that it was engaging in a full-on price war by pumping oil like crazy. At one point, after the move, the price of Brent Crude plunged 31%. This was a body blow to U.S. shale companies, who are already reeling from falling prices and tightening credit markets. On this week's episode of Odd Lots, we speak with Buddy Clark, a Houston lawyer at the offices of Haynes and Boone about why this came at the worst possible time for the industry, and what could happen next.

    • 40 分鐘
    How To Stop The Recession From Happening Right Now

    How To Stop The Recession From Happening Right Now

    The U.S. is on the verge of an economic crisis due to the coronavirus, as people and businesses aggressively pull back on spending. On this week's Odd Lots podcast, we speak with Claudia Sahm, the director of Macroeconomic Policy at the Washington Center for Equitable Growth, about what the government can be doing right now to stop a recession. Claudia has done extensive research on exactly this topic, and now is the moment to put her theoretical work into practice.

    • 39 分鐘
    Did Passive Investing Fuel A Bubble In Ultra-Large Tech Stocks?

    Did Passive Investing Fuel A Bubble In Ultra-Large Tech Stocks?

    Questions continue to arise over the effect of passive investing, and whether or not it's somehow distorting the market. On this week's episode, we speak to Vincent Deluard, the Director of Global Macro for INTL FCStone Inc., who argues that the endless bid for ETFs have helped fuel a bubble in megacap stocks, which continue to outperform the market.

    • 43 分鐘

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