Odd Lots

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Latest Episodes:

What Investors Should Know About The Correlation Between Bonds And Stocks Sep 17, 2018

Show notes

Sixty percent in equities/40 percent in bonds is a popular, general approach to structuring a diversified portfolio. In theory, when times are good, your stocks go up, and when times are bad, your bonds go up. But what if the correlation between bonds and stocks changes? On this week's Odd Lots podcast, we speak with Farouk Jivraj, head of Investment Strategies Research at Barclays, about cross-asset correlations and what causes them to change over time.

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A Forensic Accounting Expert Explains How Companies Trick Investors Sep 10, 2018

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Companies have all kinds of discretion in how they recognize revenue and costs. Some of this is legit. Some of this is fraud. On this week's episode of the Odd Lots podcast, we speak with Howard Schilit, an expert in forensic accounting and the author of “Financial Shenanigans: How To Detect Accounting Gimmicks & Fraud in Financial Reports.”

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Matt Levine Dissects Elon Musk's Controversial Tweet Sep 04, 2018

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There's been an intense debate about what Tesla CEO Elon Musk meant when he tweeted in early August that he was taking the company private and that funding was "secured.” Bloomberg Opinion writer Matt Levine discusses how securities regulators might view such a comment.

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The Time One Of Our Co-Hosts Launched His Own Cryptocurrency Aug 27, 2018

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Joe Weisenthal is a co-host of the Odd Lots podcast. He also once launched his own cryptocurrency called Stalwartbucks. On this week's episode, we speak with Guan Yang, who along with Weisenthal helped launch Stalwartbucks in the early weeks of 2014. We talk about how they did it, what they learned, and why, sadly, it ultimately failed.

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An Emerging Markets Fund Manager Describes What's Happening In Turkey Right Now Aug 20, 2018

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Are you confused about the crisis in Turkey? Today's episode will get you cleared up. This week on Odd Lots, we spoke to Paul McNamara, an investment manager at GAM Investments, and a long-term veteran of the emerging markets world. He explained the mechanics of the Turkish currency plunge, and what aspects of the turmoil are unique or similar to other emerging markets crises that he's seen in his career.

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How Wall Street Started Selling You Financial Products Aug 13, 2018

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Open any financial publication and you'll see ads for investment products: exchange-traded funds, mutual funds, and the like. Those ads can tell you a lot about what investors are currently thinking and feeling about the market. But did you ever wonder how Wall Street came to be advertising these prepackaged products? On this edition of the Odd Lots podcast, we speak with Eric Weiner, who leads ETF coverage at Bloomberg and also wrote a book on the history of Wall Street. We talk about the first ever modern advertisement for market investing, a 1948 ad in the New York Times, and how Charles Merrill applied grocery store economics to financial brokerages.

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How A Post-Keynesian Economist Sees The Markets Right Now Aug 06, 2018

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Srinivas Thiruvadanthai is the Director of Research at the Jerome Levy Forecasting Center, and one of the most interesting commentators on markets and the economy. He's also an economist who fits into the post-Keynesian school of thought. The post-Keynesians -- a group that has a growing following -- argue that the economy is not self-correcting, that central banks have limited influence on the economy or inflation, and that large government debts can be a stabilizing force. In our conversation, he explains his world view and how he uses it to interpret markets right now.

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Even The World's Greatest Investors Have Made Horrible Mistakes Jul 30, 2018

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Here's some good news for investors: If you've ever made a disastrous trade, you're not alone. All of the greats have made horrible moves as well. On this week's Odd Lots podcast, we speak to Michael Batnick, the director of research at Ritholtz Wealth Management, and the author of a new book 'Big Mistakes: The Best Investors and Their Worst Investments.' We talk about great errors from the likes of Warren Buffett, Bill Ackman, Jesse Livermore and many others. In addition to going through their blunders, Batnick explains some basic lessons that investors can take away from these going forward in their own money moves.

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Why Understanding Financial Fraud Is The Secret To Understanding Business Jul 23, 2018

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If you want to understand how the human body works, you can't just look at healthy humans. You need to examine the ill, so you can see how the body breaks down and where its weak spots are. And so if you want to understand how business works, it makes sense to look at financial fraud. After all, financial fraudsters work by getting to know a business really well, in order to take advantage of how it operates. That's the gist of our discussion this week with Dan Davies, the author of "Lying for Money: How Legendary Frauds Reveal the Workings of Our World." In our conversation, Davies shares with us his favorite fraud of all time, what all frauds have in common, and what people can do to avoid them.

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How to Listen to What the Market Is Trying to Tell You Jul 16, 2018

Show notes

For years, it was pretty quiet in markets. Stocks kept making new highs and volatility drifted to fresh lows. That's changed in recent months and there's now plenty to keep investors busy, including fears of a trade war and signs that the economy be nearing the end of its cycle. On this week's episode of the podcast, we speak with Peter Borish, a veteran investor and trader (and former Odd Lots guest), who is currently chief strategist at the Quad Group. He talks about how he approaches trading in the current environment and the indicators that he tracks in order to understand what the market is trying to tell us.

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