How A Macro Manager Is Trading On One Of The Wildest Markets In History
Markets around the world are so extremely volatile that nobody can think of any perfect precedent. There are shades of the Great Recession, 1987, the period in the wake of 9/11, and other moments of e...
19 Mar 202045min
How Saudi Arabia Delivered A Blow To U.S. Shale Companies At The Worst Possible Moment
Saudi Arabia recently announced that it was engaging in a full-on price war by pumping oil like crazy. At one point, after the move, the price of Brent Crude plunged 31%. This was a body blow to U.S. ...
16 Mar 202039min
How To Stop The Recession From Happening Right Now
The U.S. is on the verge of an economic crisis due to the coronavirus, as people and businesses aggressively pull back on spending. On this week's Odd Lots podcast, we speak with Claudia Sahm, the dir...
12 Mar 202038min
Did Passive Investing Fuel A Bubble In Ultra-Large Tech Stocks?
Questions continue to arise over the effect of passive investing, and whether or not it's somehow distorting the market. On this week's episode, we speak to Vincent Deluard, the Director of Global Mac...
9 Mar 202041min
How A Profane Subreddit Moved The Market
In recent weeks, before the stock market plunged, a page on reddit called r/WallStreetBets suddenly started exhibiting enormous influence on a handful of stocks. The emergence of online chat rooms mak...
5 Mar 202058min
How Iraq Pulled Off One Of The Biggest Sovereign Debt Restructurings Of All Time
There are lots of famous debt crises in history, but the story of Iraq's government debt build-up in the 1980s and subsequent restructuring in the early 2000s is probably one of the most unusual. Iraq...
2 Mar 202053min
This Is What The Coronavirus Means For The Chinese Supply Chain
Apple's recent revenue warning reminded the world of how exposed the company is to China, and in particular its factories. As the coronavirus continues to shutter huge swaths of the Chinese economy, t...
26 Feb 202037min
The Jeweler From Uncut Gems Explains Why People Go Crazy For Gold And Diamonds
One of the best recent movies was Uncut Gems, in which Adam Sandler plays a Diamond District jeweler with an addiction to gambling and risk. It turns out, one of the workers in Sandler's shop was play...
24 Feb 202043min
