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Odd Lots

Odd Lots

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.


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Axie Infinity, the Crypto Game That?s Grown Over 200x This Year Alone

Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners has to be Axie Infinity, a blockchain-based game, whose token AXS has surged over 200x just since the start of the year. Axie is a pioneer of what's come to be known as a "play to earn" model, whereby participants who play the game can actually make money. Its popularity, for example, has exploded in the Philippines, where numerous people are making a living from it. But how does it work? And is it sustainable? On this episode we speak to the game?s co-founder Aleksander Leonard Larsen about how it all works. Learn more about your ad-choices at
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Goldman?s Jeff Currie: It?s a Commodities Supercycle, and We Still Haven?t Hit Max Pain

Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities complex for several reasons. Since then, of course, we've seen several markets go on an absolute tear and to a degree that's taken even him by surprise. The bad news for commodities consumers? We still haven't hit max pain. On this episode, we speak again with Jeff about what's driving prices higher and why he sees stronger price increases over the next several months. Learn more about your ad-choices at
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Ryan Petersen on How Global Supply Chains Have Gotten Even Worse

We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots. And with each episode the question is "ok, so when will things normalize?" But basically, not only have things not normalized, things have gotten much worse. So why can't the system stabilize? On this episode, we speak again with Ryan Petersen, the CEO of the logistics firm Flexport, on how supply chain pressures have gotten even worse since the last time we spoke with him in the spring. Learn more about your ad-choices at
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Michael Pettis on What Evergrande Means for China?s Macro Economy

The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. What will be the impact on creditors or people who have put down payments on homes that haven't been built yet? And what will the ripple effects be on other credits? In addition to the financial fallout, there's also a macro angle. Real estate is extremely important to the Chinese economy for all kinds of reasons. And what happens in China has effects on all of its trading partners. To explain what comes next, we spoke with Peking University Finance Professor and Senior Carnegie Fellow Michael Pettis. Learn more about your ad-choices at
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Introducing: Breakthrough

On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing our understanding of healthcare and medicine. We start with an examination of long Covid, a mysterious new illness that has stumped doctors attempting to treat symptoms that last for months and potentially years. It has changed the way hospitals work and forced healthcare officials to prepare for the next pandemic. Covid has also opened the door to revolutionary technology: messenger RNA vaccines. It?s a technology that never could have been proven so quickly outside the crucible of that first pandemic year, 2020, and it holds big implications for the future of medicine. Breakthrough launches on Oct. 19. Subscribe today on Apple Podcasts, Spotify or wherever you get your podcasts. Learn more about your ad-choices at
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Here Are the Biggest Problems Facing the Fed Right Now

The Federal Reserve has a lot on its plate at the moment. Not only are "transitory" inflation pressures proving to be more stubborn than expected, but unemployment remains relatively high even as the U.S. economy recovers from the Covid-19 pandemic. Meanwhile, there are also technical challenges that the central bank now faces as it gets closer to tapering its asset purchases. Finally, there's the possibility of an imminent U.S. debt crisis as Washington continues to wrangle over raising the limits on federal borrowing. On this episode, we speak with Joseph Wang, a.k.a "Fed Guy," to talk about all the difficulties facing the Fed right now. Wang is a former trader on the Fed's open market desk and has first-hand experience in how debt ceiling brinkmanship can affect money markets. He gives his thoughts on what would happen if there were a technical default, how we should be thinking about U.S. Treasuries right now, why crypto may have changed everything, plus insights into how the central bank actually makes its decisions. Learn more about your ad-choices at
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This Is How the Trillion Dollar Coin Could End Debt Ceiling Fights for Good

Every few years, people are reminded of the weird law the United States has: the debt ceiling. Congress has to vote affirmatively to raise the total outstanding legal stock of debt the country can take on. If Congress fails to vote in favor of it, you could see a theoretical debt default, with devastating consequences. Sometimes the vote is routine and easy. Sometimes it's contentious, as it was in 2011. But arguably there's an easy solution that could avoid these fights altogether: A provision in the law which gives the Treasury Secretary the unilateral right to create platinum coins of any denomination. While this sounds like a joke, there's a serious argument that it offers a robust legal path out of the problem. On this episode we speak with Rohan Grey, a professor at Willamette University College of Law and one of the foremost experts on the legality of the coin maneuver, on how it works in practice and in theory. Learn more about your ad-choices at
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Isabella Weber on China?s Vision for Making Markets Work

For years, people have talked about China's ongoing process of opening up, or liberalizing its economy. And yet lately it's taken strong moves that seem to indicate a change in direction. It's cracked down on some of its largest tech companies while also allowing its real estate sector to cool off considerably, as we've seen with the stress on Evergrande. On this Odd Lots, we speak with UMass Amherst professor Isabella Weber, the author of the new book How China Escaped Shock Therapy: The Market Reform Debate. She explores China's big vision for making markets work in the pursuit of its ideas on socialism, and how the recent moves fit into a much broader, ongoing strategy. Learn more about your ad-choices at
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This Is What the Pandemic Did to the U.S. Rail System

The pandemic has obviously sent shockwaves throughout the supply chain. And, despite hopes of normalization, things might even be getting worse. The number of ships, for example, waiting to unload at the Port of Los Angeles has continued to grow. And it seems like every day another company talks about various shortages. So what does it mean for our commercial rail system? On this episode, we speak with Ian Jefferies, the President and CEO of the Association of American Railroads, to discuss the state of rail, how the industry has adapted, and the work it will take to get things back to normal. Learn more about your ad-choices at
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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. Learn more about your ad-choices at
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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. Learn more about your ad-choices at
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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. Learn more about your ad-choices at
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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. Learn more about your ad-choices at
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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. Learn more about your ad-choices at
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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. Learn more about your ad-choices at
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Omair Sharif Explains How Inflation Measures Really Work

When people think about what inflation is, they might first think about some broad index like the CPI. What does the the CPI really tell us? And how is it constructed? And how much does its rise and fall relate to the state of the macro-economy? On this episode, we speak with Omair Sharif, a longtime veteran of both the buy and sell-side, who is now the founder and president of Inflation Insights. Omair knows inflation index construction better than anyone, and he walks us through what's happening right now, and how he thinks about forecasting where inflation will go. Learn more about your ad-choices at
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How Solana and Pyth Aim To Take DeFi to the Next Level

There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, it's still not cutting much into traditional finance business lines. For the most part, trading on blockchains is slow and costly. But some projects don't accept the premise that blockchains have to be slow and inefficient. Solana is an Ethereum competitor whose native token has been soaring. And unlike Ethereum, its transactions are cheap and ultrafast. So what tradeoffs does it make? And what projects are being built on top of it? On this episode, we speak with Solana founder Anatoly Yakovenko and Kanav Kariya of Jump Trading, who is involved with an oracle project called Pyth. Learn more about your ad-choices at
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Mitu Gulati and Ugo Panizza on Haiti?s Odious Post-Colonial Debt

Nearly 200 years ago, the colonialist French power granted independence to Haiti. But it did so under the brutal condition that it pay 150 million francs in exchange for its freedom. This was a staggering sum that imposed a staggering imposition on the Haitian economy. And there's good reason to believe that that initial debt contributed to the ongoing poverty in the country. On this episode, we speak with law professor Mitu Gulati and economist Ugo Panizza about this odious debt, the significance of this burden, and the ongoing efforts for Haiti to obtain reparations. Learn more about your ad-choices at
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A Conversation With Ajmal Ahmady, Afghanistan?s Former Central Bank Chief

Over the last week and a half, the world has watched in shock at the dizzying speed of the collapse in Afghanistan. Events are still unfolding, so the future remains extremely uncertain. One former official who has been outspoken in recent days is Ajmal Ahmady, who was running Afghanistan's central bank on an interim basis right up until the government fell. On this episode, we speak with Ahmady about what operations at the bank looked like in relatively normal times, how events transpired in the government's final days, and the future of Afghanistan's economy under Taliban rule. Learn more about your ad-choices at
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David Woo on What the Economists Got Wrong About the Stimulus

David Woo has always been one of the most outspoken voices on the street. A former top strategist at Bank of America, he is now publishing independently at his new site David Woo Unbound. On this episode, he argues that the mainstream economists are getting it wrong, and that inflation will remain uncomfortably higher than what the Fed wants to see. We also discuss the economy more broadly, the virus, and the U.S. relationship with China. Learn more about your ad-choices at
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Neel Kashkari on the Fed?s Quest To Get To Full Employment

The last two jobs reports have been strong, but the unemployment rate remains over 5%. And by some estimates, the economy is still 8 million jobs shy of where it would have been had it not been for the crisis. So when will the Fed declare "victory" in hitting its employment mandate? It's a question that's been complicated by the recent rise in inflation. On this episode, we speak with Neel Kashkari, the President of the Minneapolis Fed, a longtime proponent of pushing for a strong labor market. He explains what he's looking for, and how the labor market situation meshes with both the inflation situation and the Fed's new framework unveiled last year at Jackson Hole. Learn more about your ad-choices at
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Brent Donnelly on What It Takes To Be a Winning Trader

The last 18 months has seen an incredible influx of people getting into trading. Thanks to a combination of Robinhood, a bull market, and perhaps more free time, trading is part of popular culture to a degree we haven't seen in over two decades. But what does it take to really win over time, across multiple cycles? And who should make an attempt at going pro? On this episode, we speak with veteran trader Brent Donnelly, the author of the new book Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading, on what it takes to consistently win. Learn more about your ad-choices at
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Dallas Fed President Rob Kaplan on the Economy and Monetary Policy Right Now

The economy is in uncharted territory in more ways that one right now. Coming out of the worst of the pandemic, we're seeing a rapid pace of GDP growth, along with elevated inflation readings the likes of which we haven't seen in years. Beyond that, policymakers have engaged in historically aggressive fiscal and monetary expansion. The Fed, in particular, is almost a year into a new framework (unveiled last August at Jackson Hole) that aims to avoid certain mistakes of the past. So we sat down with Rob Kaplan, who has been the President of the Dallas Fed since 2015, to get his assessment of the situation right now. Learn more about your ad-choices at
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Sam Bankman-Fried and Matt Levine on How the Crypto Market Really Works

Sam Bankman-Fried is arguably the most important and powerful person in crypto. His crypto exchange FTX just raised $900 million and is growing like crazy. Meanwhile, Bloomberg Opinion columnist Matt Levine probably knows more about market structure than any other journalist. So, on this episode we paired them up for an in-depth conversation about how crypto really works, how it's different from traditional finance, and where it's all going. Learn more about your ad-choices at
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Gene Seroka on the Logistical Logjam at the Port of LA

America's ports are a key source of congestion contributing to supply chain disruptions rippling through the economy. Things have gotten a little better, but very slowly. And the disruptions are expected to continue for quite some time. To understand more about what's going on, we spoke with Gene Seroka, the Executive Director of the Port of Los Angeles, to understand how bad the problems are, and how they will eventually be fixed. Learn more about your ad-choices at
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The Bathtub Episode: How the Pandemic Disrupted Plumbing

When you think about building a new home, obviously you think of various constraints regarding land, labor, and raw materials. But, of course, you can't build a new home without other basics, like windows, sinks, and bathtubs (or showers). And, just like everything else, these are now in short supply. On this episode, we speak with Trey Northrup, leader of the Americas at LIXIL, which sells bathtubs and other plumbing basics under various brands, including American Standard, Grohe, and about the stresses on the industry and when they're expected to ease. Learn more about your ad-choices at
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GXO's CIO on the Past, Present, and Future of Warehouses

You can't talk about supply chains without talking about warehouses. Basically everything we buy at some point eventually sits in a warehouse. But warehouses themselves are changing. Whereas at one point, they were simple and straightforward ? goods come in before getting trucked to retail outlets ? today they're massively complex, thanks to e-commerce and needing to deal with returns. On this episode, we speak with Mark Manduca, the CIO of the logistics firm GXO, about warehouses during the pandemic and what the future looks like. Learn more about your ad-choices at
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What Complexity Economics Can Add to Our View of the World

Over the past year it's become clear that traditional economics doesn't necessarily do a great job of accounting for real world problems like transport gridlock or irrational decision makers. For instance, sawmills' first response to the Covid crisis was to cut back production because they were scarred by the memories of the 2008 housing bust. Container shipping issues have caused widespread supply chain issues, and so on and so on. Enter complexity economics, which views the economy as the outcome of decisions by sometimes irrational participants who are constantly interacting and learning from each other. In this version of economics, nothing is ever stable or at equilibrium and everything is always changing. Brian Arthur, economist at the Santa Fe Institute and visiting researcher at PARC, explains why complexity economics might be the perfect way of viewing the world right now. Learn more about your ad-choices at
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Why Everyone's Experience Of Inflation Is So Different

Inflation is running hot these days. But, even when the official measures were considerably cooler, there were many people who were skeptical and insisted that inflation was running hot and rampant. It turns out, nobody really experiences inflation similarly, and one's own consumption and behavioral patterns will have a big impact on their outlook. On this episode, we speak with Berkeley professor Ulrike Malmendier, whose work has shown how one's behavior (where you shop) and history (what conditions were like earlier in your life) can inform views and perceptions of inflation for years. Learn more about your ad-choices at
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Vlad Zamfir on the Dangers of Unstoppable Software and What People Get Wrong About Blockchains

Vlad Zamfir is something of a crypto legend. The researcher was early into Bitcoin, and he was part of the Ethereum Foundation before it launched. He's still an active researcher in the space, but he believes the people operating in it get some basic premises wrong. One of the basic premises that people preach is the idea of database immutability. He argues that, in order for crypto to become more influential, it needs to take governance seriously and find ways to be in compliance with generally accepted ideas about the law. Learn more about your ad-choices at
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The Labor Episode: How the Omni Hotel Chain Is Dealing With Hiring Right Now

One of the big stories in the economy right now is the high number of unfilled job openings in the leisure and hospitality sectors. There are numerous theories for why these businesses have had a hard time hiring. And there are a lot of questions regarding how long this will last or whether this will be a new, more permanent condition. To better understand what's going on, we spoke with Kurt Alexander, the CFO of Omni Hotels & Resorts, about what they're seeing and what they're doing to bring in employees. Learn more about your ad-choices at
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Steve Keen Says Economists Get Everything Wrong (Especially About Climate Change)

Mainstream economics has come under attack lately. People have begun questioning its understanding of things like inflation, monetary policy, deficits, and how best to get out of a downturn. Steve Keen, an independent renegade economist, has been preaching this for a long time. And he believes the whole profession needs to be chucked. On this episode, we talk about some of the big failures he sees in economist thinking, and he is particularly energized by the subject of climate change. He also deplores the economic consensus, and says the way to think about it needs a total rethink, resulting in much more dramatic action than what is currently being proposed by the mainstream. Learn more about your ad-choices at
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Ryan Holiday on Opening a Bookstore During a Pandemic

Bookstores typically aren't seen as the most attractive businesses in the year 2021. Add in the pandemic, and that makes it even tougher. And if you're in Texas, dealing with multiple blackouts, then it gets even harder than that. Our guest on this episode did all of that. We speak with the author Ryan Holiday, the author of several books including The Daily Stoic and Ego Is the Enemy, as well as Conspiracy, a book about the takedown of Gawker. He talks about his new bookshop in Bastrop Texas, and all of the various difficulties he's faced over the last year in running the operation. Learn more about your ad-choices at
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This Is the Vision for DeFi Built on Bitcoin

There's a lot of hype about so-called DeFi (decentralized finance) these days, and much of it is based on enthusiasm over what can be built on Ethereum. Ethereum is seen as easier to build on for multiple reasons. But the Bitcoin world is increasingly interested in some of the same mechanics and similar types of projects. On this Odd Lots, we speak with Alyse Killeen, the founder Managing Partner at Stillmark, a Bitcoin-focused VC fund, on what's being built there, and how its vision of DeFi is similar and different to what's being built on Ethereum. Learn more about your ad-choices at
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Tom Schmidt Explains What You Need to Know about DeFi

By now you've no doubt heard about DeFi: the hot vision of crypto that aims to disrupt traditional lending and fundraising. But the space remains really difficult to grasp. There's all kinds of jargon ? Automated Market Makers, Impermanent Loss, etc. ? and the markets don't quite operate like traditional markets do. So how does it all really work? Where's it going? And what will it all be used for beyond speculation? On this episode, we speak with Tom Schmidt of Dragonfly Capital to break it all down. Learn more about your ad-choices at
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Hyun Song Shin on CBDCs and the Future of Central Banking

The world's central bankers are facing challenges the likes of which they've never seen before. We're in a unique moment for the macroeconomy, coming out of the pandemic crisis at a rapid clip. What's more, the nature of money is changing. Cryptocurrencies are on the rise. More commerce is becoming digital. The pandemic showed weaknesses in the existing payments system. On this week's episode, we speak with Hyun Song Shin, the Economic Adviser and Head of Research at the Bank for International Settlements on the future of central bank digital currencies, and other challenges they face right now. Learn more about your ad-choices at
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The Trucking Episode: Why the Industry Is Such a Mess

You can't talk about the problems in logistics and supply chains right now without talking about trucking. Once goods are unloaded from ships, trucks are the dominant mode of domestic freight. However, unlike shipping, the trucking industry was something of a mess even before the pandemic: prone to extreme labor problems and rapid boom/bust cycles. On this episode, we speak with Craig Fuller, the CEO of the information and data firm FreightWaves, to discuss the current and long-term state of the industry. Learn more about your ad-choices at
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Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now

Everyone knows that tech stocks performed amazingly well amid the coronavirus crisis. In the last few months, there's been a little bit of a cooling off. But for the most part, betting on tech has been a fantastic bet for a really long time. This week's guest says there's a lot more to come. On this episode we speak with Ram Parameswaran, the Founder and CIO at Octahedron Capital ? which does VC investments and invests in public equity ? on what he learned over the last year, and the big things he's betting on now. Learn more about your ad-choices at
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Why Tracy Can't Ship a Teddy Bear from Hong Kong to the U.S. Right Now

By this point, you're aware that shipping anything internationally is pretty tough right now. It turns out, it's getting worse. Earlier in the year, Tracy tried shipping a teddy bear from Hong Kong to the U.S. on a vessel, but, for a variety of reasons, it ended up not working out. At least she tried. Right now, she wouldn't even be able to try because international shipping has gotten that much more messed up. So what's behind this logistical nightmare? On this episode, we speak with Mercury Group CEO Anton Posner and President Margo Brock for a granular deep dive into the state of shipping and why it's so hard for Tracy (and even shippers with higher dollar value goods for sale) to get space on a vessel right now. Learn more about your ad-choices at
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Why Brooklyn Nets Star Spencer Dinwiddie Co-Founded a Crypto Startup

Over the last year, numerous celebrities and athletes have gotten into crypto in some way. For example, some have announced plans to put part of their salary into Bitcoin. But Brooklyn Nets star Spencer Dinwiddie has been in the space for a lot longer, having held Bitcoin for several years. And, in addition to owning Bitcoin and other coins, he's also the co-founder of a new company called Calaxy, which aims to let fans buy tokens associated with their favorite stars. On this episode, we speak with Spencer as well as his co-founder Solo Ceesay about the world of creator tokens, and how various technologies, including crypto, are changing the relationship between fans and celebs. Learn more about your ad-choices at
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This Is How the U.S. Ran Out of Homes for Sale

Home demand is booming. By some measures, the market is even hotter than it was during the peak prior to the financial crisis. But there's one big problem: There just aren't many homes available to buy. Whether it's existing inventory or new home sales, there simply isn't enough to meet the demand, even with prices surging. On this episode of Odd Lots, we speak with housing economist Ali Wolf, the chief economist at the data and research firm Zonda, about how the boom happened; how America became so under-housed; and how constraints of land, labor and materials are making it brutal to build more of them. Learn more about your ad-choices at
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Dan Ariely on How To Win Big by Betting on Human Capital

Dan Ariely is one of the most famous behavioral economists in the world. And in his latest act, he's attempted to apply his research to investing. His five-year-old firm Irrational Capital searches out companies that foster human capital: that companies which do a better job of nurturing their employees see stock market outperformance. In this episode, we talk about why human capital matters, how to measure it, and what kind of investment returns he's seen by betting on it. Learn more about your ad-choices at
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Roshun Patel on What Really Happened During the Crypto Market Crash

The crypto market recently experienced one of its worst crashes ever, with numerous coins cut in half in a manner of days, seemingly without an obvious catalyst. So what really happened during the selloff? Who was behind it? And what role did crypto market structure play in the intensity of the decline? We speak with Roshun Patel, the VP of lending at the crypto prime brokerage Genesis, who explains all of this, plus much more. Learn more about your ad-choices at
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Data Centers, Crypto Miners, and Gamers Are All Battling for Semiconductors

These days, there's a shortage of chips everywhere you look. Some of it is related to idiosyncratic events specifically related to logistics. Some of it is related to production challenges relating to long, pre-existing trends. And other aspects are simply related to the fierce battle for chips among a range of players. On this episode, we speak with Brian Venturo, the CTO of CoreWeave, a cloud services provider about serving his clients, the role of crypto mining in tightening the chip market, and other players, like gamers, who are looking for more computing power. Learn more about your ad-choices at
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Daniela Gabor on the Critical Case Against Private Sector ESG

Over the last few years, ESG has become a gigantic industry. Due to concerns over climate, the treatment of workers, and other public matters, there's been a huge influx of money into investments that take into account environmental, social, and governance considerations. But is there a dark side? On the latest episode of Odd Lots, we speak with Daniela Gabor, a professor of Economics and Macro-Finance at UWE Bristol on her criticism of the space, and the whole process of turning public issues into huge money-making opportunities for investors. Learn more about your ad-choices at
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Aaron Lammer on Yield Farming and Trading in the World of DeFi

"Decentralized Finance," "Yield farming"... you've probably heard these terms before, but have very little idea about how they all work. On a recent episode, we spoke with one of the creators of the largest decentralized crypto exchange, UniSwap. But what's it like to trade this stuff? On this episode, we speak with Aaron Lammer ? the host of the new podcast Exit Scam ? who's recently been DeFi-pilled and now yield farms and trades on Uniswap and other blockchain-based exchanges. He explains to us how he got into it, how it all works, and how he spots money-making opportunities. Learn more about your ad-choices at
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How the World's Companies Wound Up in a Deepening Supply Chain Nightmare

By now, everybody knows that global supply chains are a mess. Not a day goes by where there isn't news of some shortage or bottleneck. Chips, shipping containers, lumber, you name it. So how did it happen and how does it get unwound? On the latest episode of Odd Lots, we speak with Ryan Petersen, the CEO of Flexport, which makes software to help companies manage their supply chains. He breaks down the situation in a granular way to explain what's really going on. Learn more about your ad-choices at
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Jared Bernstein on Taxes, Spending, and Why President Biden Wants to 'Pay for It'

Jared Bernstein has been a longtime advisor to President Joe Biden. He was his advisor while Biden was Vice President, and today he serves on the Council of Economic Advisors. On the latest Odd Lots, he joins us to talk about the current state of the economy, inflation, and, more importantly, the White House's vision for taxing and spending. In particular, he explains President Biden's philosophy on taxes, and why he thinks that further spending plans should be matched with tax hikes rather than running up the deficit. Learn more about your ad-choices at
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A Special Announcement From Joe and Tracy

Please check out this special announcement from Joe and Tracy, who have an update on a new Odd Lots initiative, involving a new blog, show transcripts, and more. Learn more about your ad-choices at
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Viktor Shvets on Inflation and How Crypto Could Cause the Next Financial Crisis

What will the economy really look like when things normalize? Lots of people are, of course, anticipating a sustained rise in inflation, even beyond this burst in prices right now. Our guest this week is skeptical. We speak about the new landscape with Viktor Shvets, a Managing Director at Macquarie, on why he doesn't see the disinflationary trends changing anytime soon. He also argues that the next crisis could originate in the mania for cryptocurrencies. Learn more about your ad-choices at
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