A Longtime Aerospace Analyst Questions Boeing's Future
Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously important to US manufacturing, but it's also a major defense contract...
22 Feb 202447min
This Is What's Hard About Building a US Domestic Battery Industry
The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the Inflation Reduction Act, the US government is spending money and pro...
19 Feb 202454min
Lots More on What Earnings Are Telling Us About Prices Now
Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies were saying about why they were raising prices. His argument was that in the post-pandemic environmen...
16 Feb 202428min
The Quiet Revolution in How We Rescue Banks
A little less than a year ago, the US financial system was rocked by its first major banking drama since 2008. While the crisis was eventually contained, and only three lenders ended up collapsing, th...
15 Feb 202443min
How a Second Trump Administration Could Upend US-China Relations
Back in 2016, Donald Trump campaigned on a platform that included a much harsher stance toward trade with China, and the US-China Trade War was a big deal while he was in office. But the Biden adminis...
12 Feb 202439min
How Surging US Oil Output Is Being Moved and Stored
US oil production has surged to an all-time record of more than 13 million barrels produced per day. But where's all that crude actually going? And how is it being handled and stored? On this episode,...
9 Feb 202441min
NY Community Bancorp's Problems in the Rent-Stabilized Market
The last week saw a major plunge in shares of New York Community Bancorp after the company revealed challenges in its lending to multi-family residential developers. So what went wrong at this bank? A...
8 Feb 202437min
How Businesses Decide Exactly Where to Set Up Shop
We know that companies think carefully about where they open stores. They might look at things like how many people pass by the location on a day-to-day basis or how easy it is to access the site by c...
5 Feb 202453min
