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PODCAST

Odd Lots

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

business investing

All Episodes

40:46

Tim Latimer on Solving the Financing Problem for...

Odd Lots ·

2024/12/13

Geothermal is a promising technology to provide clean, low-cost, baseload power to the electricity grid. It works by getting heat from deep in the ground, using technology that is similar to that used in fracking. Despite this potential, however, geothermal still remains a very small percentage of the US power mix. So what will it take for it to scale up? One big challenge is the core problem of financing. Firms need customers in order to get financing. But customers don't want to sign up for

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44:21

Why You Can't Get a One-Click Mortgage Refi

Odd Lots ·

2024/12/12

You can do a lot of things with the click of a button nowadays. You can get insurance, open a bank account, or trade 347 different stocks all at once via an ETF. But one thing you definitely can't do via a single click, is refinance your mortgage. In fact, securing a mortgage still requires reams of paperwork -- a lot of which has to be physically mailed to all the different parties involved. So why is mortgage finance stuck in the stone age? In this episode we speak with Mike Yu, co-founder and CEO

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49:39

How the Hedge Fund Magnetar Is Financing the AI Boom

Odd Lots ·

2024/12/09

AI software and the hardware that enables it have been hugely popular investments this year. But there have still been limiting factors on the sector, including a shortage of compute to power so many new start-ups. Investors don't want to finance companies that lack a signed contract for compute, and compute providers don't want to sign contracts for startups that haven't already secured funding. Now Magnetar, a hedge fund which started its first ever venture capital fund earlier this year, is

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46:38

Ethan Kurzweil on Venture Investing in the Post-ZIRP,...

Odd Lots ·

2024/12/06

In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capital as well as cheap compute. Fast forward to today, and many things look very different. We're not in the ZIRP era anymore. And computing power has become a scarce resource, particularly when it comes to AI. So how do things look different today from the perspective of a veteran venture capitalist? In this episode, recorded live in San Francisco in November, we speak to Ethan Kurzweil, a founder and

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45:45

Nouriel Roubini's Vision for a New Safe Haven Asset

Odd Lots ·

2024/12/05

For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind this was simple: bonds tend to go up when stocks go down, so the two things should act as a natural hedge. But when inflation spiked in 2022 and 2023, the 60/40 portfolio performed terribly and bonds failed to act as a safety cushion. In this episode, we speak with Nouriel Roubini, chief economist and portfolio manager of the new Atlas America Fund, an ETF that is trying to create a new type of safe

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53:54

Goldman's Hatzius and Kostin on Markets and Macro in...

Odd Lots ·

2024/12/02

It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and investors. It also happens to be true. The new administration is promising major policy changes in areas like tariffs, immigration, and the size and scope of government. But even beyond that, there is near-term uncertainty over the outlook for the labor market and inflation. Furthermore, we're in an era of high stock valuations, high market concentration, and the AI wildcard. So in light of all this, we

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27:50

Lots More on the Coming 20-Year Storm with Viktor Shvets

Odd Lots ·

2024/11/29

The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigration is a source of major macro uncertainty. To some it marks the end of a certain neoliberal consensus about globalization, and the pre-eminent role played by financial markets. According to today's guest, we're at the beginning of a long, turbulent period that may not be resolved for two decades to come. On this episode, we speak with macro strategist Viktor Shvets, and author of the new book, The

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49:24

How Oaktree's Head of Sourcing Finds the Next Great Deal

Odd Lots ·

2024/11/28

When it comes to credit investing (or really any investing), there's an analytic art in deciding the right price to pay for a security. But often that's only part of the challenge. First you need someone to want to sell it to you. In something like public-market equity, this usually isn't hard. Liquidity is deep, and the "ask" price is well known. In something like private credit, it's much trickier. Someone has to sell you the deal. Someone has to call you about it and tell you about it. So how do

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43:27

Inside the Blood Sport of Creditor-on-Creditor Violence

Odd Lots ·

2024/11/25

In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anything that would produce yield. So they were willing to accept fewer legal protections embedded in bond and loan documentation if it meant they could get a slice of a juicy deal. Today, the proliferation of these so-called "cov-lite" deals has been coming back to haunt the market, with investors now fighting each other over how much they can claw back from struggling companies. Some hedge funds have

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37:41

The Harvard Endowment Is on the Verge of Losing Its...

Odd Lots ·

2024/11/22

For years, the Harvard Endowment has easily been the largest endowment of any university. But as of right now, it's at risk of losing its crown to the University of Texas. So what happened? It's a combination of things including organizational tumult, external controversies over the university, controversy about the endowment's model itself, and other factors. And of course, Texas has unique tailwinds -- including a huge energy windfall -- that aren't easily replicated elsewhere. On this episode we

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45:32

Odd Arne Westad on how China First Joined the Global...

Odd Lots ·

2024/11/21

How did China become the economic behemoth that it is today? One pivotal moment was, obviously, it's ascension into the WTO. Prior to that, the era of reform under Deng Xiaoping was obviously crucial. But obviously no single event or turning point can really tell the story. In a groundbreaking new book -- The Great Transformation: China’s Road from Revolution to Reform -- historians Odd Arne Westad and Chen Jian tell the full story of how China went from being an impoverished, highly planned

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45:06

How Fraudsters Are Bilking the Government Out of...

Odd Lots ·

2024/11/18

After his victory, Donald Trump announced that Elon Musk and Vivek Ramaswamy would be leading up a new Department of Government Efficiency in order to crack down on wasteful, fraudulent spending inside the federal government. Setting aside the question of how effective this particular endeavor will be, the basic premise of cracking down on waste and going after fraudsters should generally be non-controversial. So what does fraud look like? How do companies bilk programs like Medicare and Medicaid

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34:07

Beak Capitalism, Part 3: Un-Clucking the System

Odd Lots ·

2024/11/17

In the final episode of our special three-part series exploring the US economy through the chicken industry, we’re taking a look at market competition. Chicken in the US is dominated by a handful of huge poultry processors. But new technologies, like algorithmic pricing, are also leading to accusations of anticompetitive corporate behavior that can potentially create bad outcomes for both consumers and workers. We’re using poultry to trace the evolution of America’s approach to antitrust and

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36:02

Beak Capitalism, Part 2: The Chickenization of...

Odd Lots ·

2024/11/16

The Odd Lots team is analyzing the US economy through the lens of chicken. In this second episode of our special three-part series, we look at the birds themselves and the people who farm them. Because the way we actually get chicken has changed a lot over the years, with the industry evolving from backyard birds to huge poultry companies that outsource chicken growing to independent contractors. Farmers often say they are taking on most of the risk of raising chicks, while the big poultry companies

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35:08

Beak Capitalism, Part 1: Chickflation

Odd Lots ·

2024/11/15

Everybody loves chicken. And, it turns out, that this humble bird can tell us quite a lot about the way the world works. In this three-part series, the Odd Lots team is exploring some of the thorniest issues facing the US economy, through the medium of chicken. In this first episode, we’re looking at chicken from the consumer side. Why do we love it so much? What goes into the price of something like a hot wing or an egg? And what can chicken tell us about the way we think of inflation? We speak

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43:13

Richard Clarida on This Tricky Moment for the Federal...

Odd Lots ·

2024/11/14

Last week the Federal Reserve opted to cut interest rates by 25 basis points, which was what the market expected it to do. But things get more uncertain from here on out. Inflation has been softening this year, but there’s a sense that this trend could turn — especially with the Trump administration coming in after the new year. All of this raises the question of what the Fed does next, and how it’s approaching near-term data versus the longer-term outlook for the economy. At the same time, Trump

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1:18

Introducing: Beak Capitalism, presented by Odd Lots

Odd Lots ·

2024/11/13

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all

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34:23

Can You Ever Actually De-Risk The Banking System?

Odd Lots ·

2024/11/11

Over the last roughly 15 years, we've seen a migration of certain types of risks outside of regulated deposit-taking banks. Private credit has boomed, shifting lending activity away from the banks. Multi-strategy hedge funds have scooped up a lot of the proprietary trading activity that was banned under the Volcker Rule. On paper, this looks good. It seems like various risks have been removed to less systemic institutions. But does the risk find its way back in? What happens when these outside

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36:52

Max Read on how the Internet Got Infested With Garbage

Odd Lots ·

2024/11/08

There was a a point in time when Twitter used to be good for breaking news. Social media outlets like Instagram and Facebook were great for keeping up with friends. There used to be websites that people would refresh throughout the day, reading news or gossip from sources they knew and trusted. Now, most of that has gone -- or at least changed dramatically. A combination of profit imperatives, political motivations, and AI have upended much of that old internet. So what happened? Why has the web

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24:22

Harley Bassman on Trump, the Fed, and the Bond Market

Odd Lots ·

2024/11/07

The US election is over and Donald Trump has won a second term as president. Stocks have rallied on Trump's win, of course, but some of the more interesting moves have taken place in the bond market. Not only have yields on US Treasuries shot up, but expectations for volatility in the world's most important market were also shifting higher ahead of Trump's win. All of this is happening even though the Federal Reserve is widely expected to cut benchmark rates again this week. So what's driving higher

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1,109 results

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