Odd Lots

Nate Silver and Maria Konnikova on the Art of Election Betting

This podcast episode delves into the intricacies of prediction markets, emphasizing their role in quantifying uncertainty and facilitating price discovery. Co-hosts Nate Silver and Maria Konnikova discuss how these markets serve as tools for making sense of probabilities concerning future events, reflecting both the me...

Lots More With Claudia Sahm on What the Sahm Rule Is Saying Now

This podcast episode delves into the relevance of the Sahm Rule in the context of the COVID-19 economic landscape, challenging its reliability as a recession indicator due to unique supply shocks influencing labor market dynamics. Economist Sahm urges caution against the naive dismissal of the Sahm Rule's signals, emph...

How the White House Thinks About Economic Security

How the US Treasury Will Fund the Next $20 Trillion in Debt

This podcast episode delves into the intricate processes of government debt management, highlighting the complexities and strategic considerations behind U.S. Treasury issuance. Amar Reganti, a fixed-income strategist, emphasizes the Treasury's goal of financing the government's deficit while managing the broader marke...

How a Traditional Toymaker Is Going Big on Digital Games

This podcast episode delves into Hasbro's strategic focus on balancing physical and digital gaming, as CEO Chris Cocks discusses the evolution of their iconic brands like Monopoly and Magic the Gathering in a rapidly changing market. Highlighting the massive success of mobile games, particularly Monopoly GO!, Cocks exa...

Goldman Sachs CIO on How the Bank Is Actually Using AI

This podcast episode delves into the transformative role of the Chief Information Officer (CIO) in modern organizations, exemplified by Marco's experiences at Goldman Sachs and Amazon. It highlights how the integration of advanced technologies, particularly generative AI, is not only enhancing operational efficiency an...

Lots More on Solving the Mystery of the Big Market Selloff

This podcast episode critically examines the recent market selloff, challenging the common narrative that it was primarily due to a yen carry unwind; instead, it highlights a more profound shift in investor sentiment driven by fears of a hard landing in the economy. Charlie discusses the unprecedented nature of the rec...

Matt King on the Hidden Forces Driving the Market Selloff

This podcast episode delves into the intricate dynamics of market movements, with a focus on the often-overlooked role of central bank liquidity in driving asset prices amidst prevailing economic conditions. Market strategist Matt King challenges the notion that economic strength dictates market performance, instead hi...

Lots More: Did the Fed Just Make a Policy Mistake?

This podcast episode delves into the Federal Reserve's evolving communication strategies and its implications in a world characterized by abundance rather than scarcity. The hosts and Viktor discuss the risks of policy errors, the challenges of labor market normalization, and the significance of effective communication...

Two Veteran Chip Builders Have a Plan to Take On Nvidia

This podcast episode provides an in-depth exploration of the transformation from working on AI chip development at Google to founding MatX—a company dedicated to creating specialized chips for large language models (LLMs). Reiner and Mike highlight their vision for MatX, emphasizing the importance of targeted chip desi...

Zyns, Vapes and the Very Weird Market for New Nicotine Products

This podcast episode delves into the evolving nicotine market, featuring insights from John Coogan, CEO of Lucy Nicotine, who discusses the intricacies of new nicotine products, particularly pouches, and their safety, marketing strategies, and regulatory challenges. Coogan emphasizes the cultural shifts surrounding nic...

A Top Miami Broker on the Booming Market for Ultra-Luxury Homes

This podcast episode examines the intricate tapestry of Miami's luxury real estate boom, driven by the influx of wealth from tech and finance sectors, influential figures like Ken Griffin, and a fierce competition among developers to offer unparalleled amenities. As Miami evolves into a vibrant hub with a focus on comm...

How the Hottest Hedge Funds on Wall Street Really Manage Risk

This podcast episode dives deep into the intricate world of multi-strategy hedge funds, emphasizing their growing impact on modern investing as hosts Joe Weisenthal and Tracy Alloway engage with seasoned hedge fund veteran Rich Falk-Wallace. Through discussions on stock-picking processes, risk-adjusted performance, and...

The US and China Are in an All Out Race For AI Domination

This podcast episode delves into the geopolitical and cultural dimensions of artificial intelligence, emphasizing its strategic importance to nations such as the US and China. The hosts explore the competitive landscape of AI development, highlighting key issues such as data limitations, funding environments, and the i...

Lots More on JD Vance and the Future of the US Dollar

This podcast episode explores the impact of the US dollar's reserve currency status on the US economy, discussing the concerns raised by politicians and the potential negative effects. The conversation emphasizes the need to manage the situation and consider the trade deficit and living standards. It also explores the ...

A Guggenheim Executive's Radical Plan to Build Millions of New Homes

This podcast episode explores the consequences of raising interest rates in an attempt to combat inflation, the challenges and unique position of AIG in the financial crisis, the controversy and implications of the AIG bailout, the downsizing and de-risking process of AIG, the historical background and significance of ...

Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy

This podcast episode discusses the ongoing trade tensions with China and the misconceptions about international economics and national security concerns. It explores the historical context of trade tensions between the US and Japan in the 1980s and the misunderstandings of Japan's industry and technology as a threat. T...

James van Geelen on Thematic Investing Right Now

This podcast episode explores the current state of uncertainty in various areas, including the upcoming US presidential elections, the direction of the stock market, and the role of artificial intelligence (AI). The discussions highlight the challenges faced by investors in navigating these uncertainties and emphasize ...

Joseph Stiglitz on How to Build Shock-Proof Supply Chains

This podcast episode delves into the fragility of globalization and the need for more resilient economic systems. The conversation explores the impact of the pandemic on supply chains and questions the efficiency and resilience of markets. It emphasizes the trade-off between individual rewards for efficiency and the ne...

MMT's Godfather Says the US Government Is Spending Like a Drunken Sailor

This podcast episode explores the dynamic growth of direct lending as a source of capital for corporate borrowers and financial sponsors. It delves into the ongoing debates and arguments among economists regarding the impact of interest rates on the economy and inflation. The episode also discusses the relationship bet...