Stinson Dean on the Lumber Crash That Followed the Boom
These days, commodities around the world are on a tear. But earlier this year, there was a lot of fixation on one in particular: lumber. Lumber went absolutely parabolic in the spring before collapsin...
8 Marras 20211h
Citi’s Matt King on Why Inflation Isn’t Transitory and the Fed May Induce a Recession
Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, risk assets like stocks are doing just fine. There seems to be some presumption that any Fed rate-hik...
4 Marras 202155min
This Is How They Could Literally Mint a Trillion Dollar Coin
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1 Marras 202157min
Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7
In recent weeks, the White House has attempted to make a greater effort to improve the functioning of supply chains. One effort includes getting the Port of Los Angeles, and the various companies who ...
28 Loka 20211h
Dan Alpert on the Big Difference Between Now and the 1970s
Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people thinking about the 1970s. Not only was this the last time the U.S. had a sustained period of high in...
25 Loka 202159min
Axie Infinity, the Crypto Game That’s Grown Over 200x This Year Alone
Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners has to be Axie Infinity, a blockchain-based game, whose token AXS has surged over 200x just since th...
21 Loka 202154min
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities complex for several reasons. Since then, of course,...
18 Loka 202144min
Ryan Petersen on How Global Supply Chains Have Gotten Even Worse
We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots. And with each episode the question is "ok, so when will things normalize?" But basically, not only...
14 Loka 202146min
