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(1191)

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Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

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20 Mar 53min

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19 Mar 47min

War in Iran Is Redrawing the Map for Natural Gas

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18 Mar 44min

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16 Mar 44min

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

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13 Mar 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 Mar 49min

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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 Mar 30min

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