Adam Posen Has a Warning on the Danger of Bidenomics
The Biden administration has undertaken an aggressive effort to revitalize domestic manufacturing, particularly in areas like semiconductors and green technology. The reasons are manifold. The pandemi...
30 Aug 202349min
Barry Eichengreen on the New Era of High Government Debt
In recent years, the absolute level of government debt around the world has risen dramatically. The Covid emergency unleashed a huge wave of public-sector spending in 2020 and beyond. Meanwhile, spend...
29 Aug 202338min
Darrell Duffie On How to Fix the World’s Most Important Market
In the global financial system, US Treasuries play a special role. They’re basically as close to cash as a financial asset can get and their yields act as the "risk-free" rate against which all other ...
28 Aug 202347min
This Is What We Just Learned In Jackson Hole
On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City Fed Monetary Policy Symposium in Jackson Hole, Wyoming. While many were expecting some kind of academ...
26 Aug 202333min
BONUS EPISODE: Bloomberg Surveillance in Jackson Hole
Bloomberg Surveillance comes to the Odd Lots podcast! Listen for a special edition of Bloomberg Surveillance from the Federal Reserve's annual symposium in Jackson Hole, Wyoming. Hear more from Bloom...
25 Aug 202345min
Why Tractor Supply Is One of the Most Interesting Retailers On the Planet
Tractor Supply Co. has grown from a small mail order business set up in the 1930s into the biggest farm and ranch retailer operating in the US. Along the way, its share price has soared from around $1...
24 Aug 202344min
The Four Big Structural Forces Holding Back China's Economy
The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to struggle. The People's Bank of China just did a surprise rate cut. So what's...
21 Aug 202345min
Here's How the New Weight Loss Drugs Could Change Everything
There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce sub...
17 Aug 202355min
