Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse
If you've been following the wild ride that is Chinese real estate, then you've definitely heard of Evergrande. The price of its shares and bonds has been tumbling lately amid concerns about its cash ...
20 Sep 202154min
Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that'...
16 Sep 202142min
Dan Wang Explains What China's Tech Crackdown Is Really All About
Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We've seen crackdowns on big tech and fintech companies (like Ant Financial and Didi), online education...
13 Sep 202147min
Zoltan Pozsar on What’s Going on in Rates Markets Right Now
There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo facility has seen huge takeup from financial market participants seeking to park excess cash. Meanwh...
9 Sep 202146min
Patrick O'Shaughnessy on the Next Big Thing in Passive Investing
Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Cu...
6 Sep 202147min
Omair Sharif Explains How Inflation Measures Really Work
When people think about what inflation is, they might first think about some broad index like the CPI. What does the the CPI really tell us? And how is it constructed? And how much does its rise and f...
2 Sep 202158min
How Solana and Pyth Aim To Take DeFi to the Next Level
There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, it's still not cutting much into traditional finance business lines. For the most part, trading on bl...
30 Aug 202158min
Mitu Gulati and Ugo Panizza on Haiti’s Odious Post-Colonial Debt
Nearly 200 years ago, the colonialist French power granted independence to Haiti. But it did so under the brutal condition that it pay 150 million francs in exchange for its freedom. This was a stagge...
26 Aug 202143min
