376 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
    • 4.4 • 553 Ratings

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

    How to Build a Portfolio That Outperforms For a Century

    How to Build a Portfolio That Outperforms For a Century

    There's a huge question mark at the moment about whether markets are at some sort of important turning point. For instance, we've seen big amounts of fiscal stimulus in the U.S., sparking concerns that inflation might finally return and overturn a decades-long bull run in bonds. So how can investors protect against that scenario and other major inflection points in markets? On this episode of Odd Lots, we speak to Chris Cole, the founder of Artemis Capital Management. He walks us through his recent research, in which he recreates 100 years of the most popular financial engineering and portfolio structures to identify what works best.

    • 48 min
    John Hempton on Greensill, Archegos and What It's Like To Short Right Now

    John Hempton on Greensill, Archegos and What It's Like To Short Right Now

    It's a weird moment for the markets. The big stock indices are near all time highs. And yet there have been some high profile meltdowns and blowups. There was the collapse of the vendor financing firm Greensill. And there was the wipeout of the Bill Hwang fortune. Meanwhile, numerous SPACs and other speculative stocks have been getting clobbered. So we talked to short seller John Hempton, the CIO and co-founder of Bronte Capital, for an explanation of what's really going on.

    • 56 min
    Zach Carter on the Real Story of Weimar Hyperinflation

    Zach Carter on the Real Story of Weimar Hyperinflation

    Whenever the government is engaging in fiscal or monetary expansion, people like to invoke the history of Weimar Germany and how soon we might all go around transporting dollars in wheelbarrows. But what really happened with Weimar and how did it come about? On this episode, we speak with Zach Carter, the author of the best-selling book “The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes.” He explains how the story of collapse of the German currency was less about money printing and more about domestic political collapse and the destruction of the country's productive base.

    • 58 min
    Slavoj Žižek on GameStop, WallStreetBets, and the Future of Capitalism

    Slavoj Žižek on GameStop, WallStreetBets, and the Future of Capitalism

    When GameStop shares skyrocketed earlier this year, numerous pundits were quick to ascribe political significance to the whole thing. Was it a rebellion? Was it class warfare in the spirit of Occupy Wall Street? On this episode of Odd Lots, we speak with the Slovenian philosopher Slavoj Žižek, who argues that the episode was significant and radical, but not in the way most people appreciate. We also talked about algorithmic trading, WallStreetBets, the pandemic, and what's next for the future of capitalism.

    • 47 min
    Why Treasury Market Spasms That Shouldn't Happen Keep Happening

    Why Treasury Market Spasms That Shouldn't Happen Keep Happening

    The U.S. Treasury market is the biggest, most liquid market in the world. Its smooth functioning is also crucial to the economy and the financial system. Yet it keeps experiencing bizarre, seemingly inexplicable bouts of volatility. We saw it in February. We saw it big time last March. And we saw it multiple times in recent years before then. On this episode, we speak with Yesha Yadav, a professor at Vanderbilt Law School, who argues that these episodes can be explained by the inadequate patchwork of regulations governing this market.

    • 51 min
    Why the True Price of a Bond Can Still Be Hard To Know

    Why the True Price of a Bond Can Still Be Hard To Know

    In the modern age, we expect to be able to turn on our computers, enter in a ticker, and know the actual price of a financial instrument, such as a stock or a bond. But this is easier said than done, especially with bonds, and especially with bonds that are infrequently traded. Sometimes, in fact, bond pricing is a matter of opinion. At least that's the contention of Maciej Kowara and Eric Jacobson, analysts at Morningstar, who published a report earlier this year titled “Bond Pricing: Agreeing To Disagree.” They explain why there can still be disagreements about what a bond is actually worth from one firm to another.

    • 46 min

Customer Reviews

4.4 out of 5
553 Ratings

553 Ratings

mikeyp123 ,

Great show, but I can hear you typing

Please be mindful of your typing, I can hear it in the audio. Keep up the great work, love the show!

new x user ,

Translator

Love your show but this guy needs a translator. His Slavic accent is too thick to be understood!

Noname9876541 ,

Blockchain fixes Aussie bank issue

Any chance you guys could cover this story from a week ago: "Aussie big bank-backed IBM blockchain platform Lygon mints first guarantee" ? Seems pretty interesting and not being covered in financial press that I've seen

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