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Odd Lots

Latest episodes

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May 24, 2024 • 30min

Lots More With Luke Kawa on Memestock Mania 2.0

Luke Kawa, Markets editor at Sherwood Media, discusses the recent surge of GameStop due to tweets from Roaring Kitty, analyzing the similarities and differences from previous stock frenzies. The impact of meme stocks on market dynamics, options trading, and influencers like Keith Gill and Elon Musk is explored, highlighting the role of social media in stock movements.
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May 23, 2024 • 46min

How a DOJ Economist Approaches Antitrust in America

Economist Ioana Marinescu discusses examining the impact of monopolies, labor issues like non-competes, and recent antitrust cases. Topics include evaluating corporate power, market share impacts, industry consolidation effects, innovation stifling due to market concentration, and navigating antitrust challenges in the modern economy under the Biden administration.
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May 21, 2024 • 2min

Introducing: Big Take Asia

Delve into the complexities of Asia with its diverse nations, languages, and booming economies. Uncover the obstacles in reporting on the region, especially in places with limited press freedom. Anticipate the launch of Big Take Asia, offering insights into regional economies and markets.
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May 20, 2024 • 49min

How to Succeed at Multi-Strategy Hedge Funds

Giuseppe 'Gappy' Paleologo, a veteran in multi-strategy hedge funds, shares insights on what traders do all day, qualities of a good candidate, and strategies for success in the pod shop game
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May 17, 2024 • 42min

Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

Jeff Currie, a commodities expert, discusses why copper is his highest-conviction trade. He delves into the mismatch between short-term prices and long-term supply, the impact of electrification on copper demand, and the outlook for oil. Currie also touches on petrodollars, the surge in copper prices, and the challenges in forecasting supply and demand in the commodities market.
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May 16, 2024 • 45min

Pierre Andurand Says the World Could Run Out of Cocoa Inventories

Renowned trader Pierre Andurand discusses venturing into cocoa trading, citing extreme deficits and price surges. Topics include forming investment thesis, potential interest in soft commodities, parallels with oil market, and analyzing cocoa market dynamics. Insights on shortage and price movements in copper market, navigating uncertainty in oil prices, and factors influencing cocoa market behavior.
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May 13, 2024 • 49min

Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

Viktor Shvets, Macquarie strategist, discusses how the Fed is trapped by its own policies like data dependency and the 'dot plot.' He also talks about China facing overcapacity issues and generational shifts in investing.
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May 10, 2024 • 29min

Lots More With Brad Setser on the Yen, a New China Shock and Excavators

Brad Setser, a Senior fellow specializing in currency markets and global trade, discusses the falling Japanese yen and the impact of the weak Chinese yuan on global trade. The podcast explores interventions to stabilize the yen, China's strong export performance, and the implications of currency movements on trade competitiveness. Setser also talks about China's strategic use of financial assets amidst global sanctions.
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May 9, 2024 • 48min

Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation

Former hedge fund manager Hugh Hendry discusses the risks in the world economy, including Chinese deflation, US dollar strength, and unrealized losses in US Treasuries. He highlights the importance of China's rise, warns of a yuan devaluation leading to 'Mad Max' deflation, and talks about the 'terrifying' drop in the Japanese yen. Hendry also brings attention to the US as a growth leader amidst global economic shifts.
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May 6, 2024 • 57min

What a Fed President Hears When He Goes on the Road

Tom Barkin, Richmond Fed President, travels to North Carolina to gather real-time economic data from local businesses. Discussions include inflation, labor market, and challenges facing smaller towns. They visit a carport manufacturing company, a thermal underwear producer, and a yarn spinning business. Insights on workforce shortages, price pressures, and economic shifts are shared.

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