Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities complex for several reasons. Since then, of course,...
18 Okt 202144min
Ryan Petersen on How Global Supply Chains Have Gotten Even Worse
We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots. And with each episode the question is "ok, so when will things normalize?" But basically, not only...
14 Okt 202146min
Michael Pettis on What Evergrande Means for China’s Macro Economy
The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. What will be the impact on creditors or people who have put down payments on homes that haven't been...
11 Okt 202151min
Introducing: Breakthrough
On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing our understanding of healthcare and medicine. We start with an examination of long Covid, a mysterious...
8 Okt 20212min
Here Are the Biggest Problems Facing the Fed Right Now
The Federal Reserve has a lot on its plate at the moment. Not only are "transitory" inflation pressures proving to be more stubborn than expected, but unemployment remains relatively high even as the ...
7 Okt 202142min
This Is How the Trillion Dollar Coin Could End Debt Ceiling Fights for Good
Every few years, people are reminded of the weird law the United States has: the debt ceiling. Congress has to vote affirmatively to raise the total outstanding legal stock of debt the country can tak...
4 Okt 202158min
Isabella Weber on China’s Vision for Making Markets Work
For years, people have talked about China's ongoing process of opening up, or liberalizing its economy. And yet lately it's taken strong moves that seem to indicate a change in direction. It's cracked...
30 Sep 202149min
This Is What the Pandemic Did to the U.S. Rail System
The pandemic has obviously sent shockwaves throughout the supply chain. And, despite hopes of normalization, things might even be getting worse. The number of ships, for example, waiting to unload at ...
27 Sep 202150min
