How Nearly Two Decades Of Fed Policy Contributed To Bubbles, Busts, And A Boom In Debt
Odd Lots9 Joulu 2019

How Nearly Two Decades Of Fed Policy Contributed To Bubbles, Busts, And A Boom In Debt

Many people like to claim that the Federal Reserve is responsible for the high degree of leverage and speculation in the economy. But the mechanism via which this happens is often misunderstood. On this week's episode of Odd Lots, we speak with Srinivas Thiruvadanthai of the Jerome Levy Forecasting Center about how the Fed's goal of inflation targeting contributed to a massive buildup in private debt. As he explains, the approach to minimizing the volatility of inflation at a low level created a perfect environment for lenders, creating all kinds of other risks elsewhere in the economy.

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How War in Iran Will Squeeze America's Farmers Even Further

How War in Iran Will Squeeze America's Farmers Even Further

America’s farmers can’t seem to catch a break. Years of thin margins and rising costs have already stretched them to the limit. And now, war with Iran is making things even harder. The conflict is dri...

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War in Iran Is Redrawing the Map for Natural Gas

War in Iran Is Redrawing the Map for Natural Gas

Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more than just oil that comes out of the region. Qatar...

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War in Iran is Chewing Through American Missile Stockpiles

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16 Maalis 44min

What War in Iran Means for China's Teapot Oil Refineries

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In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to China specifically. Furthermore, because Iran’s oil...

13 Maalis 43min

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

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We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran launched drone strikes on data centers in the UAE and...

12 Maalis 49min

War in Iran Is Creating a Fertilizer Crisis Like Never Before

War in Iran Is Creating a Fertilizer Crisis Like Never Before

We all know that the war with Iran has sent oil prices spiking. But it’s also pushing up the cost of all sorts of chemicals, including fertilizers like urea, ammonia and other nitrogen products that a...

11 Maalis 30min

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even more extreme. And if the war is prolonged, or if t...

10 Maalis 36min

Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

Last year, we had Robinhood CEO Vlad Tenev on the podcast to talk to us about his company's plans to tokenize shares of private companies. The idea is that retail investors want to participate in hot ...

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