Odd Lots

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Rating
4.5
from
1273 reviews
This podcast has
744 episodes
Language
Publisher
Explicit
No
Date created
2015/11/06
Average duration
43 min.
Release period
3 days

Description

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Podcast episodes

Check latest episodes from Odd Lots podcast


How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade
2024/02/26
 The hedge fund industry has gone through multiple evolutions. Investing styles go in and out of fashion as market conditions change. Strategies that work become crowded with investors, which can mean they stop working as well. The hottest thing these days are so-called multi-strategy funds or "pod shops" that employ multiple distinct teams, each with a specific mandate, style and edge. In theory, with good risk management and internal capital allocation, this can produce robust results across many cycles. So how do these funds work, how are they making money, and what does the expansive growth of this new style of fund mean for markets? In this episode, we speak with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management, about the rise of multi-strategy hedge funds, why they're so popular, and how the increasing amount of money deployed by these firms is changing the way that markets trade. See omnystudio.com/listener for privacy information.
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How Ukraine Delivers the Mail During Wartime
2024/02/23
If you order something from Ukraine right now, be it a T-shirt or a vintage Christmas ornament, chances are it will arrive on time and in good shape. Not only is the country's mail service still operating, even as it grapples with an invasion by Russia, but the role of the post office has also changed. The mail has become a lifeline for Ukrainians who rely on it to receive pension payments, medicine, or to run online businesses as domestic jobs get disrupted. So how exactly is the Ukrainian mail system working right now? What operational and logistical changes has it had to make to keep going, and what does the service's future look like? In this episode, we speak with Igor Smelyansky, the CEO of Ukrposhta, about delivering the mail during a time of war. See omnystudio.com/listener for privacy information.
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A Longtime Aerospace Analyst Questions Boeing's Future
2024/02/22
Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously important to US manufacturing, but it's also a major defense contractor for the US government and a big employer, which means its fortunes are of interest to more than just shareholders. So just how bad are the difficulties facing Boeing at the moment and what is the planemaker planning to do about it? On this episode, we speak to Richard Aboulafia, managing director of AeroDynamic Advisory, about Boeing's history and future. He talks about lesser-known developments at the company, including its recent decision to dissolve its firm-wide strategy unit, and the decisions that go into developing new aircraft. See omnystudio.com/listener for privacy information.
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This Is What's Hard About Building a US Domestic Battery Industry
2024/02/19
The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the Inflation Reduction Act, the US government is spending money and providing tax credits to companies that are attempting to build up a domestic supply chain. So what are the real challenges to expanding America's battery-making capacity, both in terms of financing and operations? On this episode, we speak with Dr. Chris Burns, the founder and CEO of Novonix, a battery materials company with a focus on synthetic graphite manufacturing. He explains his company's role in the battery supply chain, the economics of domestic manufacturing, and how it employs the government's policy endeavors in its work. See omnystudio.com/listener for privacy information.
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Lots More on What Earnings Are Telling Us About Prices Now
2024/02/16
Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies were saying about why they were raising prices. His argument was that in the post-pandemic environment, with all its associated peculiarities and one-off disruptions, businesses were pursuing a strategy of "price over volume" (POV) to boost their profit margins. Since then, the idea of corporate profits contributing to inflation has gone viral, with the Biden administration repeatedly admonishing companies for price-gouging. In this episode of Lots More, we discuss the latest earnings season and what it's telling us about prices right now. Rines argues that the POV strategy is petering out in favor of companies maintaining prices and preserving margins ("Price and Margin") and even beginning to boost their volumes. We also talk about recent job cuts and layoff announcements. See omnystudio.com/listener for privacy information.
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The Quiet Revolution in How We Rescue Banks
2024/02/15
A little less than a year ago, the US financial system was rocked by its first major banking drama since 2008. While the crisis was eventually contained, and only three lenders ended up collapsing, the experience re-ignited an ongoing conversation about the way we rescue troubled lenders. Not only did the Federal Reserve launch a new liquidity program called the Bank Term Funding Program as part of its support to the banking system in 2023, but regulators are now talking about changing existing facilities, including the Federal Home Loan Banks (FHLBs) and the discount window. For instance, Michael Hsu of the Office of the Comptroller of the Currency's has proposed that banks be required to tap the discount window and "pre-position" collateral at the facility, just in case they one day need it. In this episode, we speak with Steven Kelly, associate director of research at the Yale University Program on Financial Stability, about the constellation of existing emergency facilities for banks, how they've evolved over time, and the changes that could be made to them now. See omnystudio.com/listener for privacy information.
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How a Second Trump Administration Could Upend US-China Relations
2024/02/12
 Back in 2016, Donald Trump campaigned on a platform that included a much harsher stance toward trade with China, and the US-China Trade War was a big deal while he was in office. But the Biden administration has quietly continued the Trump tariff regime and even enacted more stringent restrictions targeting China's use of technology, including on semiconductors. Now that Trump looks set to get the Republican presidential nomination again, he's suggesting even higher tariffs — of 60% or more — on Chinese goods. What effect would that actually have on the US economy and global trade? Would it lead to higher prices for Americans when the country is still struggling with inflation? Or would it result in a slowing of the economy that actually mutes prices? Would US domestic manufacturing ramp up to fill the gap? Or would we simply import more from other countries? In this episode, we speak with Tom Orlik, chief economist at Bloomberg Economics, and Mackenzie Hawkins, US industrial policy reporter for Bloomberg News, who have published an in-depth analysis of the impact of these potential tariffs. See omnystudio.com/listener for privacy information.
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How Surging US Oil Output Is Being Moved and Stored
2024/02/09
US oil production has surged to an all-time record of more than 13 million barrels produced per day. But where's all that crude actually going? And how is it being handled and stored? On this episode, we speak with Steven Barsamian, chief operating officer at the Tank Tiger, a clearing house for terminal storage, and co-host of the Tank Talk podcast, about the business of moving and storing oil and its related products. We talk about what storage capacity looks like right now, how it's changed over time, plus last year's diesel shortage in the Northeast. He also describes exactly how crude oil and refined products move from point A to point B, talks about the crud you find at the bottom of storage tanks, and explains why you should definitely not keep oil in the bathtub (or on your desk) to benefit from contango.  See omnystudio.com/listener for privacy information.
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NY Community Bancorp's Problems in the Rent-Stabilized Market
2024/02/08
The last week saw a major plunge in shares of New York Community Bancorp after the company revealed challenges in its lending to multi-family residential developers. So what went wrong at this bank? And what does it say about this particular market? On this episode we speak with Quantierra CEO Ben Carlos Thypin, a New York City landlord and investor, about the bank's large role within NYC's rent-stabilized housing market. Over the last year, Ben has advised funds to short NYCB based on its exposure to this complex corner of real estate. He explains how NYCB's position, combined with market and regulatory changes to the city's housing market, contributed to the strains. See omnystudio.com/listener for privacy information.
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How Businesses Decide Exactly Where to Set Up Shop
2024/02/05
We know that companies think carefully about where they open stores. They might look at things like how many people pass by the location on a day-to-day basis or how easy it is to access the site by car. But what are the lesser known factors that go into deciding where to open a brick-and-mortar store? And how have these considerations changed over time? In this episode, we talk about the art of retail site selection. We speak with Tom McGee, CEO of the International Council of Shopping Centers, which annually hosts one of the biggest deal-making events connecting retailers and commercial real estate owners. Then, we drill down into a specific type of business: drive-thrus for coffee chains and fast food restaurants. We speak with Chris Hatch, partner at Forza Development. See omnystudio.com/listener for privacy information.
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Lots More on Why Farmers Across Europe Are Furious
2024/02/02
In France, the Netherlands, Germany, and Poland, we've seen a wave of protests recently from angry farmers. So what's driving the activity? On this episode of Lots More, we speak with Lorcan Roche Kelly, a former cattle farmer in Western Ireland who is now the business editor at the Irish Farmers Journal. He explains how a combination of factors from climate obligations, economic conditions, government regulation, and free trade deals have put the squeeze on many farms, causing this public revolt. He explains the unique conditions facing each country, as well as broader political and economic ramifications. See omnystudio.com/listener for privacy information.
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How Global Shippers Are Dealing With a Worsening Red Sea Crisis
2024/02/01
Attacks on ships in the Red Sea continue to escalate. What started with narrow strikes by Yemeni-based Houthi militants against Israel-linked vessels has now expanded to ships carrying a wide range of freight, including oil and liquified natural gas. The US military has responded with strikes against Houthi targets, but so far they don't appear to have much of a deterring effect. Meanwhile shipping delays and costs — driven in part by anxious insurers — continue to worsen. To understand the challenge to global trade and how bad it could get, we speak with maritime historian Sal Mercogliano, a professor at Campbell University and the host of the What Is Going On With Shipping? show on YouTube. He discusses how shipping companies are making operational decisions in the area, how boat crews are coping, and how various international militaries are responding. He also talks about the broad history of the US Navy and its traditional role in securing international trading routes. See omnystudio.com/listener for privacy information.
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Podcast reviews

Read Odd Lots podcast reviews


4.5 out of 5
1273 reviews
mbt474 2024/01/19
Great show, hosts need coaching
Really fantastic show for anyone looking to gain insight into the most important factors moving markets. The hosts need a bit of coaching in terms of ...
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Forehead without Borders 2024/02/23
I love Tracy and Joe
What a hit these two are together! My favorite episode so far is the Boeing one. The CEO responsible for harming this company should be charged and he...
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Troy234ty 2024/02/18
Amazing work
Joe and Tracy are awesome hosts and bring in the top experts of every field they explore for news that gets almost zero coverage in mainstream media. ...
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Chucky (JonG) 2024/02/02
The mouthpiece for the DNC
When listening to Odd Lots, you first must realize that Bloomberg “news” is the mouthpiece for the DNC. Mikey himself ran for the Democratic nominati...
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ThegCaptain 2024/02/01
Shipping and Trade
Absolutely loved the latest episode with Dr Sal on shipping disruptions and Joe and Tracy’s willingness to dive deep in topics like trade. Looking for...
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thisNickNickName 2024/01/26
Joe is super annoying
sorry but it’s true. Also stop interrupting your guests when they’re right about to make their point. It’s just terrible
Ray Bz 2024/01/04
Tracy’s a secret information hoarder.
Good show on 01/04/23… However, on several occasions, Tracy presents a subtle drop from her collection of business information (Rural Airports for sal...
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Steve Mazzini 2024/01/04
Airport
You all are amazing! I look forward to every episode and if needed, happy to help with Tracy’s new airport 😆
AndyFromConnecticut 2023/12/25
Insightful and Engaging
Love Joe and Tracy‘s podcast. They are knowledgeable, insightful, funny, and engaging!
ftempleton 2024/01/01
Often entertaining but too often fails to press the guests
The shows hosts are affable and entertaining. The topics are usually interesting and when they have a guest who isn’t trying to push their own company...
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