356 episodes

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

Odd Lot‪s‬ Bloomberg

    • Investing
    • 3.6 • 8 Ratings

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

    This Is How the World Ended up with a Shortage of Semiconductors

    This Is How the World Ended up with a Shortage of Semiconductors

    The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate sales. Part of this is an acute crisis, related to the virus. But there's also a long-term structural issue, with so few companies able to manufacture at scale. On this episode, we speak with Stacy Rasgon of Bernstein Research, who helped kick off our semiconductor series last fall, with a discussion about the current problem, and how it will get fixed.

    • 49 min
    A Value Manager on How Most Value Managers Are Getting It All Wrong

    A Value Manager on How Most Value Managers Are Getting It All Wrong

    As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earnings or price-to-book) are quite out of favor, as fast growing names, loaded up on intangible capital, have outperformed. So is there any way to resuscitate the concept of value, or do investors just need to wait for the tides to change? On the latest Odd Lots, we speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.
    What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener survey.

    • 1 hr 5 min
    How Boring Food and Beverage Companies Turn into Huge Stock Winners Year after Year

    How Boring Food and Beverage Companies Turn into Huge Stock Winners Year after Year

    During the worst of the pandemic, people loaded up on staples from their grocery store. Shelf-stable food items, beverages, canned tuna, canned soup, chips... all that kind of stuff. But the big food and consumer staples companies have been huge winners outside of the pandemic. In fact, as an industry, these companies have some of the best track records in the market. On this episode, we speak with Jonathan Fell, the co-founder of Ash Park, an investment firm that specializes in these companies, to talk about how these companies win year after year.

    What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener survey.

    • 50 min
    How Monster Beverage Shares Soared a Monster 100,000% in the Last 20 Years

    How Monster Beverage Shares Soared a Monster 100,000% in the Last 20 Years

    When you think about the big winners in the stock market over the past couple of decades, you might think about Amazon or Apple or some other tech winner. Or maybe, if you've listened to Odd Lots before, you think about Domino's Pizza. But there's another company that's outshone them all. Monster Beverage Corporation, the maker of the popular energy drink has been, well, a monster. In the last 20 years, the stock is up over 100,000%. On this episode, we speak with Mark Astrachan, an analyst at Stifel Financial Corp., about how they produced such a stellar return.

    • 56 min
    ARK's Head of Research on How They Find the Next Huge Winner

    ARK's Head of Research on How They Find the Next Huge Winner

    In a world dominated by passive investing on one end and retail YOLO traders on the other, there aren't many star fund managers these days. There's one big exception though. Cathie Wood, the head of the ARK family of funds, has become a celebrity due to the incredible performance of her stock picks. So how do they do it? On this episode, we speak with Brett Winton, ARK's Head of Research, who explains the process they use to find disruptive technologies, and the companies that will win from them.

    • 1 hr 14 min
    Mike Novogratz's Vision for Rebuilding Finance with Crypto

    Mike Novogratz's Vision for Rebuilding Finance with Crypto

    Bitcoin, and crypto more broadly, have been on a huge tear lately. Then, with the chaos surrounding GameStop, there's been more discussion about whether financial markets could be rebuilt in a fairer way, perhaps involving crypto or decentralized finance. Probably one of the best positioned to take advantage of such a shift is Mike Novogratz, the CEO of Galaxy Digital, which might best be described as a crypto investment bank. Prior to his current endeavors, Novogratz was a global macro fund manager at Fortress Investment Group, and prior to that he was at Goldman Sachs, meaning he's seen the traditional finance world, and this new world. He talks to us about why he's so bullish on crypto, and how it can be used to create a fairer and better financial system.

    • 58 min

Customer Reviews

3.6 out of 5
8 Ratings

8 Ratings

chin wonder ,

Great and informative podcast!

Good discussions, great guests and hosts!

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