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Odd Lots

Latest episodes

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Nov 20, 2023 • 46min

Why Private Credit's Been Booming Even as Interest Rates Go Up

The podcast explores the booming market of private credit and its surprising resilience despite rising interest rates. It discusses the differences between private credit and corporate debt, and delves into the benefits of direct lending. The impact of increasing interest rates on the macro environment, companies, and defaults in the broadly syndicated market is examined. The podcast also explores how the credit industry has managed to avoid defaults and concerns about illiquidity in the private credit market.
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Nov 17, 2023 • 55min

The Fed's Michael Barr on Real-Time Payments and the Basel Endgame

Michael Barr, The Federal Reserve's vice-chair for supervision, discusses real-time payments and the Basel 'endgame' proposal. They talk about the development and future of real-time payments, exploring new paradigms of money and payments. They also explore the impacts of industry group actions and capital requirements, and discuss potential lending costs, compliance costs on smaller banks, and the risks associated with the nonbank sector.
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Nov 16, 2023 • 40min

Lina Khan Is Sending a Message to the Private Equity Industry

Lina Khan, Chair of the Federal Trade Commission, discusses her novel approach to antitrust, challenging big tech companies and private equity firms. The episode explores the FTC lawsuit against a private equity-backed healthcare company, the pushback faced by the FTC, analyzing mergers and non-compete clauses, the need for reinvigorating antitrust enforcement, and concerns about Khan's approach in the medical industry.
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Nov 13, 2023 • 40min

What's Been Happening With the Iranian Stock Market

London-based fund manager Maciej Wojtal discusses the difficulties of accessing information about the Iranian Stock Exchange and highlights the potential and challenges of the Iranian stock market. Topics include the size and liquidity of the Tehran stock exchange, sanctions and capital controls, geopolitical risks, recent market performance, currency volatility, and the impact of recent developments on the Iranian stock market.
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Nov 9, 2023 • 36min

The OCC’s Michael Hsu on the Big Risks Facing Banking Businesses Right Now

The podcast discusses the collapse of Silicon Valley Bank and Silvergate Bank, banking regulation, crypto contagion, banking-as-a-service (BaaS), the supply chain of payments, tokenization's impact on the banking industry, third-party relationships in banking, risks and challenges in the banking landscape, and updating merger guidance.
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Nov 8, 2023 • 43sec

Introducing: Elon, Inc.

Listen to this new chat weekly show featuring Max Chafkin, Dana Hull, and Sarah Frier as they break down the captivating stories surrounding Elon Musk and his empire. Explore the fascinating universe of 'Elon Inc.' and join the discussion on the enigmatic entrepreneur.
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Nov 6, 2023 • 47min

The Economics of Building a Childcare Business

Matt Bateman, member of the founding team at Higher Ground Education, discusses the challenges and opportunities in building a childcare business. Topics include the cost and scalability of childcare, changing regulations and subsidies, insurance for preschools, private equity's interest in the industry, rising costs of childcare, and expanding capacity in the sector.
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Nov 2, 2023 • 51min

Dimensional Co-CEO Gerard O'Reilly on the Future of Fund Management

We speak with Gerard O'Reilly, Co-CEO of Dimensional Fund Advisors, about the firm's history, approach to investing, and the future of fund management. Topics include active vs passive investing, market prices and outperformance, product offerings, intangible assets, ETF growth, and market structure.
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Oct 30, 2023 • 40min

What the Summer of Strikes Means For The Broader Economy

This live episode of Odd Lots focuses on the economic impact of the summer strikes by Hollywood writers and actors. The discussion covers the effect on the film and television industry, jobless claims, wages in various professions, inflation statistics adjustments, and the potential catalysts for decreasing wage pressures. It also explores the impact of concert tours and promotes an upcoming show and event sponsored by IBM.
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Oct 26, 2023 • 39min

The Incredible Rise of the Celsius Energy Drink

This podcast discusses the rise of Celsius Energy Drink and its success in the crowded energy drink market. They explore the impact of Monster's deal with Coke, brand partnerships, and the potential for international growth. The hosts also joke about creating a pumpkin spice flavored energy drink and becoming millionaires.

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