Matt Levine on the Collapse of FTX and Alameda
It was on an episode of the Odd Lots podcast in April 2022 that Sam Bankman-Fried infamously characterized yield farming as a "box," in a metaphor that made the practice sound a lot like a ponzi schem...
18 Nov 202233min
Understanding the Collapse of Sam Bankman-Fried's Crypto Empire
The collapse of the Sam Bankman-Fried empire is gigantic, sprawling and fast moving. While details are still coming out, it already ranks among the most prominent corporate disasters of all time and h...
17 Nov 202251min
Guyana Is the Most Exciting Story in the World Oil Market
We talk a lot about the US shale boom. And we talk a lot about OPEC. But one of the most exciting stories in the global oil industry is the incredible rise of Guyana, which has seen a massive amount o...
14 Nov 202240min
Isabella Weber On Germany's Plan to Cap the Price of Gas
The surge in gas costs in Europe threatens to impose massive pain on households and cripple energy-intensive heavy industry. So there has been a lot of urgency on the part of governments to figure out...
10 Nov 202245min
Josh Younger on the Origin Story of the Shadow Banking System
There are a bunch of historical analogies that people like to reach for in order to describe some of the economic trends we're seeing today. There's obviously the period of high inflation in the 1970s...
7 Nov 202245min
Mark Bergen on Apple's Threat to the Online Ad Industry
After years of basically printing money, the big online Internet behemoths are starting to stumble for various reasons. There's the macro slowdowns. New competition. And just basic threats to the way ...
3 Nov 202237min
Hyun Song Shin Explains Why This Dollar Shock Is So Unique
It's no secret that a strong US dollar causes the rest of the world pain, but the impact of this year's rally is shaping up to be a bit different than previous episodes of dollar strength. Hyun Song S...
31 Okt 202242min
A Midwest Drought Is Creating a Supply Chain Crisis on the Mississippi River
The Midwest has been gripped by drought this year and water levels on the Mississippi River have fallen to their lowest marks in decades. That's bad news for farmers growing crops and for anyone tryin...
31 Okt 202248min
