The Greatest Ever Panel on the World's Most Important Market
Odd Lots2 Jul 2025

The Greatest Ever Panel on the World's Most Important Market

Okay, that's quite a title but we think it's justified! In this special episode — recorded live onstage at our June 26 event in New York City — we bring together some of the best thinkers we know when it comes to the US Treasury market. US government bonds form the backbone of global financial markets, and are the "risk-free" rate to which all other rates are benchmarked. But recently, there's been concern about who will buy all those bonds as the US deficit explodes higher. Meanwhile, there have been long-running concerns about volatility and liquidity in the market. We speak with Nellie Liang, senior fellow of economic studies at the Brookings Institution and former undersecretary of the Treasury for domestic finance, Ira Jersey, chief US interest rate strategist at Bloomberg Intelligence, and Josh Younger, a lecturer at Columbia University and repeated Odd Lots guest.

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Episoder(1190)

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Alex Imas on Why Economists Might Be Getting AI Wrong

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17 Apr 39min

Brad Setser on the War in Iran and the Future of the US Dollar

Brad Setser on the War in Iran and the Future of the US Dollar

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War in Iran Is Already Reshaping East Asia's Energy Future

War in Iran Is Already Reshaping East Asia's Energy Future

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15 Apr 37min

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

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14 Apr 37min

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipelines and other infrastructure, or create new ones ...

13 Apr 45min

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The Big Macro Force That's Been Driving Stocks Higher for Years

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11 Apr 36min

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When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be canceling war risk coverage for vessels going through the Str...

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