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Odd Lots

Latest episodes

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Mar 7, 2024 • 47min

Celsius CEO Explains How They Win in Energy Drinks

Learn how Celsius Holdings became the third largest energy drink company in the US through branding, distribution, and shelf-space strategies. Explore the competitive landscape with Red Bull and Monster, the advantages of partnering with Pepsi, and the rumors surrounding Celsius energy drinks. Delve into pricing decisions, supply chain strategies, and international market expansion in the energy drink industry.
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Mar 5, 2024 • 2min

Introducing: The Deal with Alex Rodriguez and Jason Kelly

The podcast features intimate conversations with business titans, sports champions, and entrepreneurs discussing investment philosophies and career moves. Topics include challenges in financial services, decision-making on Gen AI technology, upskilling, talent hunt, and budget constraints.
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Mar 4, 2024 • 40min

Anat Admati on How to Never Bail Out Banks Again

Anat Admati discusses the impact of bank bailouts and the need for reform in the banking industry. She explores the structural incentives that differentiate banks from other companies, the importance of new capital requirements, and competition with private lenders.
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Mar 1, 2024 • 36min

How to Put a Price on a Bird: the Forgotten Science of Economic Ornithology

This podcast delves into the forgotten science of economic ornithology, exploring the value of birds in ecosystems and agriculture. It discusses the historic attempts to quantify the monetary worth of birds and their impact on pest control. The episode also touches on conservation ethics, government policies, and the controversial valuation of wildlife for preservation efforts.
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Feb 29, 2024 • 50min

What Really Goes Into the Fed's Favorite Measure of Inflation?

Exploring the intricacies of measuring inflation through CPI and PCE metrics, and why the Fed favors PCE. The differences between core CPI and core PCE readings. Challenges in tracking prices for CPI and complexities in estimating core PCE inflation. Comparing the nuances of core PCE and CPI indexes. Discussing the impact of wage growth, commodity supply issues, and equity market returns on inflation measures.
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Feb 26, 2024 • 49min

How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade

The podcast explores the rise of 'pod shops' in the hedge fund industry, discussing multi-strategy funds that employ distinct teams with specific mandates. It delves into how these funds make money, their popularity, and the impact of their expansive growth on market dynamics.
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Feb 23, 2024 • 38min

How Ukraine Delivers the Mail During Wartime

Discover how the Ukrainian mail system is still efficiently operating during wartime, delivering essential items to support communities and businesses. Hear about the challenges faced, strategic shifts made, and innovations in mail delivery, including leveraging Starlink and e-commerce. Explore the role of the postal service in maintaining communication infrastructure in war-torn regions and the unconventional stamp designs in Ukraine.
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Feb 22, 2024 • 48min

A Longtime Aerospace Analyst Questions Boeing's Future

Discussion with aerospace analyst on Boeing's troubles, company's strategic decisions, and cultural failings. Comparison with Airbus, Embraer's success story, challenges faced by Chinese aircraft manufacturers, and Boeing's design strategy for future.
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Feb 19, 2024 • 55min

This Is What's Hard About Building a US Domestic Battery Industry

Dr. Chris Burns from Novonix discusses challenges in US battery industry growth, including China's dominance, government policies, pricing, efficiency, EV investment decisions, and repurposing facilities in Chattanooga for battery manufacturing.
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Feb 16, 2024 • 29min

Lots More on What Earnings Are Telling Us About Prices Now

The podcast discusses the shift companies are making from 'price over volume' to maintaining prices and preserving margins. Layoffs and their impact on profit margins are explored, along with the power of advertising in gaining a competitive edge. The strategy of tolerating market share loss for higher prices is discussed, as well as the macro context of price increases and revenue. The conversation concludes with a promotion for a podcast about the history of Osage County and wealth acquisition.

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