Jared Bernstein on Taxes, Spending, and Why President Biden Wants to 'Pay for It'
Jared Bernstein has been a longtime advisor to President Joe Biden. He was his advisor while Biden was Vice President, and today he serves on the Council of Economic Advisors. On the latest Odd Lots, ...
13 Maj 202154min
Viktor Shvets on Inflation and How Crypto Could Cause the Next Financial Crisis
What will the economy really look like when things normalize? Lots of people are, of course, anticipating a sustained rise in inflation, even beyond this burst in prices right now. Our guest this week...
10 Maj 202139min
Hayden Adams Explains Uniswap and the Rise of DeFi
There's an irony with crypto. While so much of it is ostensibly about circumventing legacy finance, many of the most important pieces of crypto infrastructure are centralized financial entities. For e...
6 Maj 202155min
How to Make the U.S. Semiconductor Industry Boom Again
This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire...
3 Maj 202151min
What Adam Tooze Learned About the World Last Year
There's probably nobody better at synthesizing massive events like Columbia professor Adam Tooze. His book Crashed, which came out in 2018, was probably the definitive take on the Great Financial Cris...
29 Apr 202152min
Why the Price of Lumber Has Soared Day After Day After Day
It's not often that lumber becomes a national obsession. But this year it has. Thanks to a combination of factors, including diminished sawmill capacity, a renovation boom, and then a homebuilding boo...
26 Apr 202159min
How to Build a Portfolio That Outperforms For a Century
There's a huge question mark at the moment about whether markets are at some sort of important turning point. For instance, we've seen big amounts of fiscal stimulus in the U.S., sparking concerns tha...
22 Apr 202145min
John Hempton on Greensill, Archegos and What It's Like To Short Right Now
It's a weird moment for the markets. The big stock indices are near all time highs. And yet there have been some high profile meltdowns and blowups. There was the collapse of the vendor financing firm...
19 Apr 202152min
