Lots More With Skanda Amarnath on This Moment in Macro
Right now, you could make a good argument that inflation is still too hot, and that with the stock market booming, and the unemployment rate at 4.2%, that it's crazy to think about cutting rates. You ...
15 Aug 202529min
The Investors Who Think Hazelnuts Will Be the Next Pistachios
We're in an age where shocks can occur on both the supply side and the demand side. On the supply side, the causes are well known. Pandemics, trade wars, and climate disruption have exposed the frailt...
14 Aug 202542min
How to Move Freight Across the Icy Roads of Alaska
We're interested in trucking here at Odd Lots. It's one of those industries that can tell us a lot about the economy, both in terms of the short-term cycle, and also long-term structural trends. Of co...
13 Aug 202538min
What an Alaskan Furniture Company Tells Us About Tariffs
Alaska is no stranger to supply chain issues and a higher cost of living. Almost everything has to be imported into the state, incurring longer lead times and extra transportation costs — and that’s e...
11 Aug 202534min
Mary Daly on Why Alaska Is a Leading Indicator for the US Economy
Alaska is one of the states in the Federal Reserve's 12th District, which is headquartered in San Francisco. For Mary Daly, the head of the SF Fed, the state right now is a leading indicator for the U...
8 Aug 20251h 13min
Joseph Torigian on Xi Zhongxun and Elite Chinese Communist Party Politics
The Chinese Communist Party is probably one of the most difficult entities in the world to grasp due to its opacity of its inner workings. A new book from Joseph Torigian, a research fellow at Stanfor...
7 Aug 202544min
Bill Beach on How Trump Just Politicized US Economic Data
Late last week, Donald Trump shocked Wall Street by firing Erika McEntarfer, the head of the Bureau of Labor Statistics, the agency responsible for publishing some of America's most important economic...
4 Aug 202524min
The AI Industry Is Becoming Like Professional Sports
When it comes to tech startups, you often hear about VCs making a ton of money, or founders experiencing life-changing exits. But something is changing in the world of AI. Now it's the engineers thems...
4 Aug 202552min
