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Odd Lots
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The past few years have been pretty wild for anyone working in credit, the business of selling and trading corporate debt. First you had the pandemic, which changed working patterns across Wall Street. Then you had a surge in deal activity that
In the early 2010s, US shale players were producing oil like crazy, with no concerns about profitability. Then the legs were kicked out from the industry, causing a massive bust and massive oversupply. In 2021 and 2022, it looked like a very di
Back in 2020, we spoke with Maciej Wojtal, a London-based fund manager who specializes in Iranian stocks. This market is one of the most unfamiliar in the world and most investors can't even look up where the country's shares are trading given
For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along and turned into one of the best performing stocks of all time. And now there’s another company showing explosive growth along with a surging stoc
The US is taking a fresh look at nuclear power. After a dearth of construction, and de-commissioning of working nuclear plants, people are talking, yet again, about it as a source of steady, affordable, carbon-free electricity. But of course, n
While electric vehicle use is growing rapidly, the internal combustion engine remains completely dominant in the world of heavy trucks. At some point in the future, Tesla has a plan to commercialize an electric semi, but nobody really knows whe
The price of major cryptocurrencies like Bitcoin and Ethereum have been moving sideways for awhile. But it doesn't seem like there's any slowdown in terms of money entering the space. Every day, some new fund is being launched or some legacy fi
You can't talk about the problems in logistics and supply chains right now without talking about trucking. Once goods are unloaded from ships, trucks are the dominant mode of domestic freight. However, unlike shipping, the trucking industry was
Home demand is booming. By some measures, the market is even hotter than it was during the peak prior to the financial crisis. But there's one big problem: There just aren't many homes available to buy. Whether it's existing inventory or new ho
When the GameStop and Robinhood story exploded at the end of January, suddenly everyone took an interest in market structure and things like payment for order flow, as well as the role that high-frequency trading shops play in enabling free ret
Bob Dylan did it last year. Shakira did it in January. More and more famous musicians are selling off the rights to their back catalogs to investors. But why now? Why is there so much demand for this asset? On the latest Odd Lots, we speak with
The Treasury market just experienced what some might call a tantrum. Across the yield curve, we saw rates shoot up. And it's not even clear why it happened. There was no comment from a Fed official like there was with the 2013 taper tantrum. No
SPACs, sometimes referred to as blank check companies, are incredibly hot. After being a sort of sleepy and sometimes sketchy backwater of the finance world, the last several months have seen them go on an absolute tear, with several of them fr
In every conversation about computer chips, it always comes back to the dominant player: TSMC. Founded in the 1980s, it's far and away the biggest and most advanced manufacturer. And, as our guest points out, it's virtually impossible to find a
It's no secret that some African nations went on a borrowing spree in recent years, tapping both international markets and sovereign lenders such as China to finance massive infrastructure projects. But all that debt is becoming problematic as
For years, Intel has been the pre-eminent U.S. semiconductor company. But lately, the company has stumbled. This past summer, shares in the company plunged after it said it was experiencing delays in the production of its next generation chips.
In a carry trade, an investor borrows money cheaply to buy an asset that yields more. As long as nothing changes overall, the investors get to pocket the spread. In our latest episode, our guests argue that more and more aspects of the economy
The Fed is facing historic challenges for two reasons. The first is the coronavirus and the task of facilitating the economic recovery. The second challenge is one that precedes the crisis, and it has to do with how the Fed operates generally a
When COVID hit, people had visions of a plunge in home prices and a massive wave of evictions. So far, that largely hasn’t played out. On this episode, we speak with Ivan Kaufman, the CEO of Arbor Realty Trust, a $1.4 billion player in the real
Welcome to Part II of the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets.Troubles with LIBOR have kickstarted a massi
Welcome to the Odd Lots LIBOR series, in which Tracy Alloway and Joe Weisenthal take a look at life after LIBOR, the interest rate tied to more than $350 trillion worth of financial assets.On the first episode in our LIBOR series, we speak with
This week, Twitter sued Elon Musk, attempting to force him to make good on his 44 billion buyout offer for the company. This story has already been surreal in many ways, and now we might get an actual trial out of it in a Delaware court. So wha
Whenever a major financial institution collapses and needs a bailout, it's easy to say, "Where were the regulators?" But that's only a useful question if you can pinpoint the specific regulatory choices that led to any particular situation. So
Over the last year, numerous things have gone wrong for the crypto industry. (Too many to list.) But one thing we've learned is that there's an incredibly high degree of interconnectedness between various firms, all borrowing and lending from e
The discount window at the Federal Reserve allows banks to borrow money at an above-market rate in exchange for high-quality collateral. The facility is always available to use, but typically nobody does. Not only is the borrowing costlier, the
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