Why Governments Haven't Learned The Lessons Of Japan

Over the last several months, inflation has risen at a pace significantly faster than what economists have expected. Markets, and perhaps the Fed, take some solace in the fact that it can largely be t...

23 Syys 202155min

If you've been following the wild ride that is Chinese real estate, then you've definitely heard of Evergrande. The price of its shares and bonds has been tumbling lately amid concerns about its cash ...

20 Syys 202154min

We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that'...

16 Syys 202142min

Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We've seen crackdowns on big tech and fintech companies (like Ant Financial and Didi), online education...

13 Syys 202147min

There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo facility has seen huge takeup from financial market participants seeking to park excess cash. Meanwh...

9 Syys 202146min

Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Cu...

6 Syys 202147min

When people think about what inflation is, they might first think about some broad index like the CPI. What does the the CPI really tell us? And how is it constructed? And how much does its rise and f...

2 Syys 202158min

There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, it's still not cutting much into traditional finance business lines. For the most part, trading on bl...

30 Elo 202158min