Cullen Roche on the Art of Building a Perfect Portfolio
For a long time, you could make plenty of money and sleep easy at night with a simple 60/40 portfolio. You put 60% of your money in stocks and 40% in Treasuries. The stocks generally went up. The Trea...
12 Jan 54min
Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine
In some sense, the arrest of Maduro is nothing unusual. For over 200 years, the US viewed the entirety of the Western hemisphere as its legitimate domain for intervention. And of course, there's a lon...
9 Jan 40min
Here's What Could Happen to Venezuela's Messy $170 Billion of Debt
There are a bunch of questions right now about the future of Venezuela, and one of the big ones is what's going to happen to its circa $170 billion pile of debt. Some investors have been snapping up d...
8 Jan 35min
This Is What Maduro's Arrest Means for the Oil Market
Venezuela is sitting on, by some measures, the biggest oil reserves in the world. And yet, in the immediate wake of Maduro's capture by US forces, the actual price of oil has moved very little. So wha...
7 Jan 46min
What Really Happens at a Fed Research Conference
Every year, regional Federal Reserve banks host some of the most substantive — and under-the-radar — events in the central banking world: research conferences. Behind the formal papers and dense macro...
5 Jan 41min
The Business of Butterworth's, the Hottest New Restaurant in Washington DC
When the Odd Lots team was down in Washington DC earlier this year, we had a phenomenal meal at a restaurant called Butterworth's. As it turns out, the restaurant is one of the hottest hangouts for th...
2 Jan 52min
Tracy and Joe Answer All Your Questions
It's that time of the year. On this episode, Tracy and Joe answer questions from listeners that were submitted via voice note. We talk about everything from Chinese history to whales to whether or not...
1 Jan 34min
Goldman's Hatzius and Snider on the Outlook for 2026
2025 was an extraordinary year, with the real economy defying recession worries and equity markets putting up monster returns. So can this be repeated again in 2026? On this episode, we speak with two...
29 Dec 202546min
