Lots More With Brad Setser on the Yen, a New China Shock and Excavators
Odd Lots10 Mai 2024

Lots More With Brad Setser on the Yen, a New China Shock and Excavators

There's a lot going on in currency markets and global trade at the moment. The Japanese yen has been falling, even after authorities seemed to intervene to try to arrest the slide. Meanwhile, weakness in the Chinese yuan has helped boost that country's exports and is fueling talk of a new "China Shock" for the rest of the world, even as its economy continues to grapple with slower economic growth and excess capacity. In this episode of Lots More, we bring back Brad Setser, senior fellow at the Council on Foreign Relations, to walk us through these developments, along with his new paper, "Power and Financial Interdependence." We also talk about what China's excavator exports can tell us about its economy.

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Episoder(1194)

Episode 9: The 2016 Predictions Episode

Episode 9: The 2016 Predictions Episode

(Bloomberg) -- It’s a new year and a new episode of Odd Lots. Co-hosts Joe Weisenthal and Tracy Alloway have re-stoked our proverbial holiday fire, refilled our wine glasses and are ready to continue ...

4 Jan 201622min

Episode 8: These Were Our Favorite Stories of 2015

Episode 8: These Were Our Favorite Stories of 2015

(Bloomberg) -- Gather ‘round the Odd Lots fire. Co-hosts Joe Weisenthal and Tracy Alloway have assembled a collection of Bloomberg News reporters and editors to spread holiday cheer by sharing their f...

28 Des 201522min

Episode 7: How One Woman Tried To Sound Housing Crash Alarm

Episode 7: How One Woman Tried To Sound Housing Crash Alarm

The film “The Big Short” has sparked lots of attention about the origins of the financial crisis and the people who saw it coming. While lot of attention is being paid to a few men who made a fortune ...

21 Des 201522min

Episode 6: Meet The Man Who Made Millions Trading Mules

Episode 6: Meet The Man Who Made Millions Trading Mules

This week we're thinking about what it means to be a trader in today's electronified markets and contrast it with trading in the era of horse and buggies. That's right, we're going back in time to tal...

14 Des 201525min

Episode 5: 6,000 Years of Interest Rates

Episode 5: 6,000 Years of Interest Rates

(Bloomberg) -- What better way to prepare for what may be the first U.S. rate hike in almost a decade than to tour 6,000 years of interest-rate history? This week, Joe and Tracy speak with NYU Stern f...

7 Des 201522min

Episode 4: Can a Hedge Funder Cut Prescription Drug Costs?

Episode 4: Can a Hedge Funder Cut Prescription Drug Costs?

(Bloomberg) -- Hedge-fund manager Kyle Bass has a plan that could cut the high cost of prescription drugs in the U.S. -- and make himself a lot of money. The strategy: Take short positions in a number...

30 Nov 201519min

Episode 3: The Strange Story Behind the Beanie Babies Bubble

Episode 3: The Strange Story Behind the Beanie Babies Bubble

(Bloomberg) -- Two market bubbles stand out from the late 1990s. Technology stocks that were supposed to make everyone a zillionaire. The other: A series of mass-produced stuffed animals priced at $5 ...

23 Nov 201522min

Episode 2: Under the Hood of the $8 Trln Corporate Bond Market

Episode 2: Under the Hood of the $8 Trln Corporate Bond Market

(Bloomberg) -- It's definitely big and it might be broken. It's the bond market! The corporate bond market, that is. In the second episode of Odd Lots, hosts Tracy Alloway and Joe Weisenthal talk corp...

16 Nov 201520min

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