Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
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This Is What Happened to the GameStop Mania
The first true meme stock was GameStop, which went wild in early 2021, delivering brutal losses to short sellers, and a fortune to a handful of independent retail investors who participated in the squeeze. The episode shined a bright light on the WallStreetBets subreddit and the power of social media in disseminating trade ideas. One investor who did well was Rod Alzmann, who had been long GameStop for years as a value/turnaround play. On this episode of the podcast, we speak with Rod, the founder of Wook Capital and the proprietor GMEdd.com. We discuss where the company is now and what happened to the cohort of traders who scored big during that episode. See omnystudio.com/listener for privacy information.
Here's What Just Happened to the Stock Market and the Economy
It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, growth stocks which have gotten clobbered. Treasuries are down. Inflation is hotter than it's been in years. For the first time in ages, the Fed is hiking aggressively, having just moved by 50 basis points, with premises to do more. Plus there's a host of other shocks we're experiencing from the ongoing effects of the pandemic, the invasion of Ukraine, and the hard lockdowns in China. So how to make sense of it all? On this episode we speak with Neil Dutta, Head of Economics at Renaissance Macro Research and Luke Kawa, Allocation Strategist at UBS Asset Management, to make sense of what's going on, and what to watch next. See omnystudio.com/listener for privacy information.
This Is What's Next for the Future of Air Travel
The aviation industry has never seen a disruption like what it's experienced over the last two years with the pandemic. Air travel ground to a virtual halt initially, but has slowly been climbing out of a hole, with leisure travel in particular starting to boom. So what's next for travelers and carriers? On this episode, we speak with Scott Keyes of ScottsCheapFlights.com about the future of travel and the business model of flying. See omnystudio.com/listener for privacy information.
Javier Blas Explains How Commodity Trading Shops Really Work
One of the big themes these days is the return of the 'real' economy. You can't solve problems these days with just money. Not everything can be done by sitting behind a screen. And so some of the most important players in this new environment are the commodity trading shops, which help arrange financing and delivery of oil, coal, natural gas, nickel and everything else you can think of across the far-flung corners of the globe. It's a very different type of business than most trading, which is mostly just about charts on a screen. On this episode we speak with long-time commodities journalist turned Bloomberg Opinion columnist Javier Blas -- the co-author of 'The World For Sale: Money, Power, and the Traders Who Barter the Earth's Resources' -- to get a deeper understanding of how these firms operate, and how they're dealing with this environment of surging commodity prices and extreme volatility. See omnystudio.com/listener for privacy information.
This Is How a Locked-Down Shanghai Apartment Gets Food
Shanghai, a city of nearly 30 million people, is currently under a hard lockdown, as the Chinese government sticks to its Covid Zero strategy of limiting the virus at all costs. There have been some shocking images and stories over the past few weeks of frustrated apartment dwellers unable to go outside or get basic necessities. Some of those things have improved somewhat, and now some residents are able to coordinate and make their own delivery food orders. On this episode, we speak with David Fishman, an energy analyst at the Lantau Group, who, himself, is in a locked down Shanghai apartment complex. He discusses how he's been able to coordinate with other residents to group-buy food and obtain basic essentials. See omnystudio.com/listener for privacy information.
This Is What Happened to the Meme Stock Mania
Spring of 2021 was peak meme mania. GameStop was going nuts. AMC was going nuts. And in general, the big cohort of traders that entered the market in early 2020 was riding high. Since then, though, things have turned south. Volumes have dipped significantly. The memes came back to Earth, and a lot of the growth stocks that were riding high have gotten absolutely killed. So where do things stand now, and what happened to all the new traders? On this episode, we speak to Lily Francus, director of quantitative research at Moody's Analytics, as well as Kyla Scanlon, a popular financial commentator across social media (as well as the founder of a new financial education company) to understand what happened, what's changed, and how the last two years have permanently altered financial markets as we know them. See omnystudio.com/listener for privacy information.
Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto
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 financial institution is diving into it. But what's all this money going to do? On this episode we speak with Sam Bankman-Fried, the CEO and co-founder of FTX, as well as Bloomberg Opinion columnist, Matt Levine, the money making opportunities that people are exploiting, whether it's directional bets on coins or yield farming or arbitrage, and how much potential profit there is for the taking. See omnystudio.com/listener for privacy information.
The 1906 Dredging Law That May Be Holding Back The U.S. Economy
The long grounding of the cargo ship The Ever Forward has shone a spotlight on the limited dredging equipment that exists in the U.S. The most powerful equipment here has significantly less capacity than what exists in Europe, or in the Suez Canal. What's more, the U.S. can't use foreign equipment due to a law known as the Foreign Dredging Act of 1906, which requires that any dredging done in the country, be done with U.S. labor on U.S.-owned ships. And while this has come to the fore due to the Ever Forward, the significance could be far wider. On this episode of the podcast we speak with Howard Gutman and Andrew Durant, both of whom are working to overturn the law. They argue that the restrictions on dredging equipment have significant negative ramifications for the environment, port capacity, and therefore the economy overall. See omnystudio.com/listener for privacy information.
This Is The Challenge Of Securing The Battery Supply Chain
With oil prices surging, there's a sense of greater urgency about moving more towards electric vehicles. But of course the metals that go into EVs are also expensive. And that goes for the core technology -- lithium ion batteries. On this episode of the podcast, we speak with James Frith, a lithium battery expert and investor at the VC firm Volta Energy Technologies. We discuss the state of the art of battery technology, as well as the ongoing need for commodities. See omnystudio.com/listener for privacy information.
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates that we're just in the second inning of it. The issue is what Currie characterizes as a "volatility trap" that's keeping investment on the sidelines, despite surging prices of spot commodity prices. In this episode, he explains how far commodity prices can go, what the challenges are to inducing further investment, and what policies could help bring things into balance. See omnystudio.com/listener for privacy information.
This Is What 5% Mortgage Rates Mean Now For The Housing Market
For much of the last two decades, housing has been the consummate macro asset. It was at the heart of a huge boom. Then there was the crash and the Great Financial Crisis. Then there was slow comeback and return to normal. And then amidst the pandemic, housing became insanely hot for a variety of reasons. But now housing is also a micro story, as the housing supply chain -- not a topic many people have put much thought into previously -- is a key reason why home construction is slow. So where does this all stand, now that mortgage just broke 5%? Do understand the state of the market, we speak with Conor Sen, a Bloomberg Opinion contributor and the founder of Peachtree Creek Investments as well as Dustin Jalbert a senior economist at Fastmarkets, with a specialty on the lumber market. We examine housing from both the macro perspective as well as the supply chain. See omnystudio.com/listener for privacy information.
This Is Zoltan Pozsar's Vision For Bretton Woods III
Over the last several years, most economic crises have been solvable by money. Swap lines. Bailouts. Central bank asset purchases, and so on. But now the world is experiencing something new: A problem that money can't easily solve. When it comes to, for example, avoiding Russian energy, there's no simple solution. Money can't buy an instant energy changeover. This is all part of a new regime that Zoltan Pozsar, Managing Director and head of Global STIR Strategy at Credit Suisse, likens to Bretton Woods III. On this episode, he returns to spell out his framework, and what it means for financial markets, the dollar, and the new world economy overall. See omnystudio.com/listener for privacy information.
What Wooden Pallets Have to Do With Russia's Invasion of Ukraine
Most people don't think much about wooden pallets -- and that might be true even of people conducting large-scale military invasions. Recent reports claim that Russia's invasion of Ukraine has been hampered by a lack of pallets, making it more difficult to move the vast amounts of supplies needed to support soldiers and tanks. Meanwhile, the disruption of Ukraine's lumber industry could make a global shortage of wooden pallets even worse. On this episode of the Odd Lots podcast, we catch up with Marshall White, Professor Emeritus at Virginia Tech, to talk about the role of the humble wooden pallet in warfare. See omnystudio.com/listener for privacy information.
How Bill Gross Built a Bond Empire And Then Lost It All
For a long time, bond investing was considered a sleepy backwater. You bought a bond and just clipped coupons as you waited for it mature. Boring! Then Bill Gross discovered that bonds could be traded. He founded Pimco and proceeded to make lots of money from bond investing in sometimes questionable ways. Bloomberg Opinion columnist Matt Levine co-hosts in this special Odd Lots episode with Mary Childs, who's just published a book on Gross called "The Bond King: How One Man Made a Market, Built an Empire and Lost It All." We discuss some of Pimco's most famous trades, whether Gross was a good investor, and his legacy to the world of bonds. See omnystudio.com/listener for privacy information.
The Real Reason So Many Musicians Are Frustrated By Spotify
Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove music from Spotify as a protest against Joe Rogan. But frustration at the streaming music giant goes back a lot further than that. And it has to do with how royalties are paid, and the lack of transparency about how music gets discovered on the service. On this episode of Odd Lots, Tracy Alloway and Joe Weisenthal speak with Damon Krukowsky, the former drummer of the indie rock band Galaxie 500, and one half of the duo Damon and Naomi. He gives us his perception of industry economics, and explains his frustration as an independent musician with how the service works. See omnystudio.com/listener for privacy information.