All Episodes
Odd Lots — 1,000 episodes · page 4 of 10
Why It's So Hard for Apple to Move Production from China to India
How Do We Define a Currency?
Krishna Memani on Wall Street's Very Expensive "Free Lunch"
Michael Cembalest on Why AI Is the Stock Market Bet of the Century
Why Asset Allocators Love Multi-Strategy Hedge Funds
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor
Why Interest Rates Are Shooting Up All Around the World
Scott Bok on How Bankers Spread the Gospel of Capitalism
Atlanta Fed's Raphael Bostic on Monetary Policy During Extreme Uncertainty
The Oil Industry's Double Whammy of Higher Costs and Lower Prices
Perry Mehrling on Trump's Echoes of the Nixon Shock
Philip Diehl on the Booming Business of Gold Coins
Why the World Keeps Getting Shocked by China's Technological Progress
Sarah LaFleur On the Existential Threat From the Tariffs
How China Might Actually Handle a US Trade War
The Tariff Buzzsaw Is Coming For Hardcore Gamers
Brad Setser on the Big Surge in the Taiwanese Dollar
Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years
Chris Hughes on How to Craft a Thriving Market
What The 'Lentil King of Saskatchewan' Knows About World Trade
Blackstone's King of Hedge Funds on Alt Investing Right Now
Some of America's Most Important Economic Data Is Decaying
What We Learned About Treasuries on the Night of April 8
Lots More on How TikTok Options Traders Got Quiet
Anna Wong: Empty Shelves Are Coming Soon
David Woo: What Trump Started is Worse Than a Trade War
Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy
This Is What President Biden's CHIPS Office Actually Did
Martin Wolf on Trump's Shakeup of the Global Order
Here's Why Uncertainty Is An Economic Killer
Why the Pentagon Fails Audits Year After Year After Year
Mitu Gulati on Whether Trump Could Restructure US Debt
Is This the End of the US Exceptionalism Trade?
Javier Blas on China's Rare Earths Dominance
What an American Stove Maker Wants You to Know About US Manufacturing
Introducing: Stock Movers
Jim Chanos on Who's Getting Caught Swimming Naked
Lots More on Why Neil Dutta Is Sticking With His Recession Call
Rob Kaplan on How the Fed Will Think about the Tariffs
Viktor Shvets on Trump's Historical, Revolutionary Moves
What Tariffs Are Doing to North American Freight
What Trump's Tariffs Are Already Doing to World Trade
Tether's CEO Speaks on His Insanely Profitable Business
Brad Setser on the Damage From Trump's Gigantic Tariff Shock
Lots More on a Massive, Historical, Stagflationary Shock
Tim Geithner on How to Fight the Next Financial Crisis
The Growing Risk to Fed Independence That Wall St Isn't Watching
Nick Denton's Big Bet Against the United States
The Last Time Investors Really Got Excited For Tech Infrastructure
Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business
Jim Millstein on the Massive Risks of Any 'Mar-a-Lago Accord'
Lots More With Charlie McElligott on the Sharp, Strange Selloff
The Great Jones Act Debate
FTC Chief Andrew Ferguson on the Trump Vision for Antitrust
The Original Prediction Market Was Betting on the Pope
Is There an Extremely Simple Fix for Affordable Housing?
Cathie Wood on What Comes Next in AI and Big Tech
Here Comes the Booming Chinese Biotech Sector
Trump's NIH Cuts Send Shockwaves Through the Science World
We Just Saw Europe's Biggest Week in Decades
Eugene Fama and David Booth on the Birth of Modern Finance
Ray Dalio on the Coming Crisis in US Debt
Lots More on the Growing Risks to the US Labor Market
Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy
Here's What It Takes to Make a Great Company
How Banks Turned Into Giant Synthetic Hedge Funds
The Plan to Get America Building Big Ships Again
This Is How Derivatives Trading Swallowed the Entire Market
This Is Why People Are So in Love With Gold
How the Fed Distributes Billions of Dollars in Cash
This Is Why It's So Hard To Cut Public Spending
Philip Lane on the Big Problems Facing the Euro-zone Economy
This Is Palantir's Vision for Changing How the US Does Defense Spending
The Treasury Payment System Elon Musk Now Has Access To
The Tariff Announcement That Shocked Financial Markets
Marko Kolanovic Is Back With a Warning for Stocks
Lots More with Matt Levine on MicroStrategy's Infinite Money Machine
Get Ready For Another Shock to Housing Affordability
The AI Model That Tanked the Stock Market
How Oaktree's Howard Marks Spots a Market Bubble
Why the Stock Market Might Be at Peak Concentration Risk
How Companies Are Actually Spending Money on AI Now
Introducing: Trumponomics
This Is What the Crypto Industry Actually Wants From Trump
Lots More with Lev Menand on the Eurodollar Market Now
The Hidden History of Eurodollars, Part 3: Spinning Out of Control
The Hidden History of Eurodollars, Part 2: Defending the Dollar System
The Hidden History of Eurodollars, Part 1: Cold War Origins
Why Government Hiring Is So Inefficient
Evolving Money: A Faster, Cheaper Way to Pay (Sponsored Content)
Lots More on the Global Selloff in Government Bonds
This Is How Electricity Rates Are Actually Set
What It Felt Like When Everyone Was Hopeful, Happy, and Rich
This Is How China Builds So Much Nuclear Power
The Odd Lots AMA Episode: Tracy and Joe Answer Listener Questions
The 10 Most Interesting Things We Learned on Odd Lots in 2024
Odd Lots Talks Beak Capitalism on Money Stuff Talking Chicken
Jennifer Granholm on What Will Survive of Biden's Energy Legacy
San Francisco Fed President Mary Daly Explains the 'Hawkish Cut'