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Odd Lots

Latest episodes

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May 31, 2021 • 1h 10min

Roshun Patel on What Really Happened During the Crypto Market Crash

The crypto market recently experienced one of its worst crashes ever, with numerous coins cut in half in a manner of days, seemingly without an obvious catalyst. So what really happened during the selloff? Who was behind it? And what role did crypto market structure play in the intensity of the decline? We speak with Roshun Patel, the VP of lending at the crypto prime brokerage Genesis, who explains all of this, plus much more.See omnystudio.com/listener for privacy information.
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May 27, 2021 • 52min

Data Centers, Crypto Miners, and Gamers Are All Battling for Semiconductors

These days, there's a shortage of chips everywhere you look. Some of it is related to idiosyncratic events specifically related to logistics. Some of it is related to production challenges relating to long, pre-existing trends. And other aspects are simply related to the fierce battle for chips among a range of players. On this episode, we speak with Brian Venturo, the CTO of CoreWeave, a cloud services provider about serving his clients, the role of crypto mining in tightening the chip market, and other players, like gamers, who are looking for more computing power.See omnystudio.com/listener for privacy information.
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May 24, 2021 • 42min

Daniela Gabor on the Critical Case Against Private Sector ESG

Over the last few years, ESG has become a gigantic industry. Due to concerns over climate, the treatment of workers, and other public matters, there's been a huge influx of money into investments that take into account environmental, social, and governance considerations. But is there a dark side? On the latest episode of Odd Lots, we speak with Daniela Gabor, a professor of Economics and Macro-Finance at UWE Bristol on her criticism of the space, and the whole process of turning public issues into huge money-making opportunities for investors.See omnystudio.com/listener for privacy information.
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May 20, 2021 • 1h 5min

Aaron Lammer on Yield Farming and Trading in the World of DeFi

"Decentralized Finance," "Yield farming"... you've probably heard these terms before, but have very little idea about how they all work. On a recent episode, we spoke with one of the creators of the largest decentralized crypto exchange, UniSwap. But what's it like to trade this stuff? On this episode, we speak with Aaron Lammer — the host of the new podcast Exit Scam — who's recently been DeFi-pilled and now yield farms and trades on Uniswap and other blockchain-based exchanges. He explains to us how he got into it, how it all works, and how he spots money-making opportunities.See omnystudio.com/listener for privacy information.
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May 17, 2021 • 49min

How the World's Companies Wound Up in a Deepening Supply Chain Nightmare

By now, everybody knows that global supply chains are a mess. Not a day goes by where there isn't news of some shortage or bottleneck. Chips, shipping containers, lumber, you name it. So how did it happen and how does it get unwound? On the latest episode of Odd Lots, we speak with Ryan Petersen, the CEO of Flexport, which makes software to help companies manage their supply chains. He breaks down the situation in a granular way to explain what's really going on.See omnystudio.com/listener for privacy information.
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May 13, 2021 • 55min

Jared Bernstein on Taxes, Spending, and Why President Biden Wants to 'Pay for It'

Jared Bernstein has been a longtime advisor to President Joe Biden. He was his advisor while Biden was Vice President, and today he serves on the Council of Economic Advisors. On the latest Odd Lots, he joins us to talk about the current state of the economy, inflation, and, more importantly, the White House's vision for taxing and spending. In particular, he explains President Biden's philosophy on taxes, and why he thinks that further spending plans should be matched with tax hikes rather than running up the deficit.See omnystudio.com/listener for privacy information.
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May 11, 2021 • 4min

A Special Announcement From Joe and Tracy

Please check out this special announcement from Joe and Tracy, who have an update on a new Odd Lots initiative, involving a new blog, show transcripts, and more.See omnystudio.com/listener for privacy information.
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May 10, 2021 • 39min

Viktor Shvets on Inflation and How Crypto Could Cause the Next Financial Crisis

What will the economy really look like when things normalize? Lots of people are, of course, anticipating a sustained rise in inflation, even beyond this burst in prices right now. Our guest this week is skeptical. We speak about the new landscape with Viktor Shvets, a Managing Director at Macquarie, on why he doesn't see the disinflationary trends changing anytime soon. He also argues that the next crisis could originate in the mania for cryptocurrencies.See omnystudio.com/listener for privacy information.
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May 6, 2021 • 56min

Hayden Adams Explains Uniswap and the Rise of DeFi

There's an irony with crypto. While so much of it is ostensibly about circumventing legacy finance, many of the most important pieces of crypto infrastructure are centralized financial entities. For example, the newly public Coinbase holds fiat currency and is subject to numerous regulations. Enter decentralized exchanges. A new breed of trading venues has been built to enable trading directly upon a blockchain, allowing assets to be exchanged without any custodial requirements, permission, or even accounts. It's a totally different model of trading and market structure. On this episode, we speak with Hayden Adams, the creator of the Uniswap Protocol, which powers the world's largest decentralized exchange, to explain how it all works.See omnystudio.com/listener for privacy information.
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May 3, 2021 • 51min

How to Make the U.S. Semiconductor Industry Boom Again

This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire much-needed chips, semiconductors are becoming a major political issue. But how can you actually turn things around? What would the right policy mix look like? On this episode, we speak with Alex Williams, a research analyst at Employ America, and Hassan Khan, a tech procurement expert with a PhD in semiconductor policy, to discuss how the new administration can make American chip manufacturing roar back to life.See omnystudio.com/listener for privacy information.

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