421 episodes

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots Bloomberg

    • Business
    • 4.4 • 637 Ratings

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.

    How To Understand the Inflation We’re Seeing Right Now

    How To Understand the Inflation We’re Seeing Right Now

    Over the last several months, inflation has risen at a pace significantly faster than what economists have expected. Markets, and perhaps the Fed, take some solace in the fact that it can largely be tied to economic disruptions from the pandemic, and prove to be "transitory". But is it really transitory? And when will it fade? On this episode of Odd Lots, we speak with Julia Coronado and Laura Rosner-Warburton, the co-founders of the firm Macropolicy Perspectives, to get a better handle on what's going on, how long it will last, and the ramifications for the future.
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    • 59 min
    Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse

    Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse

    If you've been following the wild ride that is Chinese real estate, then you've definitely heard of Evergrande. The price of its shares and bonds has been tumbling lately amid concerns about its cash flow and its model. But what really is Evergrande? And who stands to lose in a theoretical restructuring? On this episode, we speak with Travis Lundy, an independent analyst based in Hong Kong who publishes on Smartkarma, about the company's business model and what comes next.
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    • 58 min
    Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse

    Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse

    We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that's lost out significantly is cars, as automakers are still cutting production due to an inability to source chips. On this episode, we speak with return guest Stacy Rasgon, a Managing Director and U.S. semiconductor analyst at Bernstein to discuss the current state of the industry, and why things are still so messed up.
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    • 46 min
    Dan Wang Explains What China's Tech Crackdown Is Really All About

    Dan Wang Explains What China's Tech Crackdown Is Really All About

    Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We've seen crackdowns on big tech and fintech companies (like Ant Financial and Didi), online education companies, and now even the playing of video games. Investors in key sectors have gotten clobbered by the new rules. So what is the goal and what is the endgame here? On this episode, we speak to Dan Wang, a China tech analyst at Gavekal Dragonomics, who breaks it all down.
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    • 51 min
    Zoltan Pozsar on What’s Going on in Rates Markets Right Now

    Zoltan Pozsar on What’s Going on in Rates Markets Right Now

    There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo facility has seen huge takeup from financial market participants seeking to park excess cash. Meanwhile, the central bank has also announced the start of a new standing repo facility. And, of course, we're nearing the start of tapering, when the Fed will start to wind down its asset purchases. On this episode, we bring back Credit Suisse Strategist Zoltan Pozsar to talk about everything that's going on right now. He describes a system awash with dollars that no one wants, and walks us through what that means for broader markets.
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    • 50 min
    Patrick O'Shaughnessy on the Next Big Thing in Passive Investing

    Patrick O'Shaughnessy on the Next Big Thing in Passive Investing

    Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. Interest in the space is already booming, with Morgan Stanley, BlackRock and JPMorgan all making acquisitions in the space. But what exactly is the difference between investing in a custom index versus something like the S&P 500? And why haven't custom indices been done before? On this episode we speak with Patrick O'Shaughnessy, CEO of OSAM and the host of the podcast "Invest Like the Best", about direct investing.
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    • 51 min

Customer Reviews

4.4 out of 5
637 Ratings

637 Ratings

arcticpost ,

Usually informative

I’ve learned a lot listening to this cast and I like Tracey and Joe. Unfortunately a higher than expected number of guests sound like they’re calling in from a bunker so some episodes are completely unlistenable. And, more importantly, neither Tracey nor Joe are particularly adept at pushing back on highly politicized disinformation, like the recent David Woo episode which was, to put it politely, an absolute disaster of an interview.

McStocksNStuff ,

Awesome guests, topics, and moderators

Awesome guests, topics, and moderators. The after guest summary by moderators extremely relative.

One thing I would have liked to be asked and not accept non answers in 8/16/21 week interview of David Woo is what is his solution for supply shock? It is obvious he hated everything Biden, fiscal, and monitory policies because supply rather than demand shock now, but what would neo classism policy do to solve the economy and supply shock/inflation risk?

He had all criticism for this administration and COVID response, but no solutions. He raves about Trump. Too political of a guest, all problem talk, without even a single solution.

Ethan Fierce ,

Chill

One of my favorite podcasts. It’s really smart and fun

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