Harley Bassman on Why the Big Moves in the Bond Market Are Done
Harley Bassman, a.k.a. the Convexity Maven, is a legend among bond investors. He worked at Merrill Lynch, where he invented the MOVE Index that measures bond market volatility, and then at Pimco. Now,...
11 Jan 202444min
Lael Brainard on What Still Can Be Done to Lower Prices
The mood about the US economy feels very different right now than it did a year ago. At the start of 2023, almost everyone seemed to be predicting recession. Right now, there is a high degree of optim...
9 Jan 202434min
This Is the Impact of Billions Flowing Into Private Credit
Private credit is now so big that it's rivaling more traditional forms of lending and fueling a debate about whether this relatively new asset class poses risks to the economy. And yet, it feels like ...
8 Jan 202442min
Attacks in the Red Sea Are Reconfiguring Global Trade Again
A string of recent attacks by Yemen-based Houthi rebels on commercial vessels transiting the Red Sea to the Suez Canal have forced global shippers to once again shift how they transport goods. It's ju...
4 Jan 202455min
The Top 10 Things We Learned on Odd Lots in 2023
It's no secret that one of the fun things about Odd Lots is that it covers a lot of different topics, from the plumbing of the financial system to crimes in commodities to the ongoing impact of 100-ye...
1 Jan 202438min
Brad Jacobs Plans to Make Billions in the Building Supply Industry
Brad Jacobs has founded multiple multi-billion dollar companies in his career. He turned United Waste into part of a major trash collection conglomerate. United Rentals has been a massive winner in eq...
28 Dec 202344min
The Odd Lots AMA Episode: Joe and Tracy Answer Your Questions
On this episode, our listeners called in with their questions. They ranged from the personal, like "What happened with Tracy's coal?" to the editorial, such as "What are the big stories we want to be ...
25 Dec 202337min
Why So Many People Got This Year's Economy Wrong
This time last year, almost everyone was predicting a recession would engulf the US economy in 2023. One of those forecasters was was Anna Wong, chief US economist for Bloomberg Economics. In October ...
21 Dec 202343min
