Odd Lots

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Latest Episodes:

Introducing: Stock Movers Apr 13, 2025

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Check out the new Stock Movers Podcast from Bloomberg.
Subscribe for five-minute reports on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir

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Jim Chanos on Who's Getting Caught Swimming Naked Apr 12, 2025

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In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way, all of this reverses. Then, as the cliché goes, you see who's been "swimming naked." So what have we learned from the recent market volatility? On this episode, we speak with legendary short-seller Jim Chanos, now the founder of Chanos & Co. We talk about cloud stocks and datacenters, AI, private equity, the Trump tariffs, and the strong evidence that Elon Musk isn't serious about tackling spending.

Read more: Everything You Need to Know About the Basis Trade Spooking Markets
Jim Chanos Says Biggest Risk for Markets Is DeepSeek-Like Event
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Lots More on Why Neil Dutta Is Sticking With His Recession Call Apr 11, 2025

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On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except China. The market, which had been in a state of deep panic, surged massively on the announcement. But then on Thursday, stocks sold off hard again as people woke up to the reality of massive tariffs on China and the new baseline tariffs on everyone else. Plus, even before all this tariff drama, there were plenty of reasons to be anxious about the US economy. On this episode of Lots More, we speak with Neil Dutta of Renaissance Macro Research. He explains all the moving parts and why he's sticking with his call for a downturn this year.
Mentioned on the show:
Neil Dutta Sees Rising Risks to the Labor Market
Everything You Need to Know About the Basis Trade Spooking Markets

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Rob Kaplan on How the Fed Will Think about the Tariffs Apr 10, 2025

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On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April 2. The market surged. But we're still in an extraordinarily challenging moment. We have new across-the-board tariffs. We have gigantic tariffs on China. And there's a possibility that a recession has already begun. So what does the Fed do in this environment, with so much persistent uncertainty? On this episode, we speak with Rob Kaplan, former President of the Dallas Fed, and now the Vice Chairman of Goldman Sachs. We talk about the extreme uncertainty, the unusual behavior in the market, and what this all means for the energy sector.

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Viktor Shvets on Trump's Historical, Revolutionary Moves Apr 09, 2025

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How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously. Small businesses seem to hate them. Energy companies aren't fans either. US manufacturers are talking about how the tariffs will make manufacturing harder. And yet we have them. So who stands to benefit? What's the point? And how should we understand this moment in American history? On this episode we speak with one of our favorite guests, Viktor Shvets, the head of global desk strategy at Macquarie Capital. Shvets has been warning for a long time about how US history is at a pivot point, with the neoliberal consensus coming to an end. He talks about Trump's revolutionary efforts to remake American society, the attendant shredding of norms, and what it all means for the globally-held view of American exceptionalism.

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What Tariffs Are Doing to North American Freight Apr 08, 2025

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Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippers and carriers dealing with North American freight are in a state of limbo, waiting to see how it all shakes out. In this episode, we speak with experienced freight broker Matt Silver, now the CEO of Cargado, a company that sells logistics software to businesses dealing with US-Mexico trade. We talk about the strategies being used right now, what's changing, what truckers are doing, and how all players may adapt to the new reality.

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What Trump's Tariffs Are Already Doing to World Trade Apr 07, 2025

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It was just last Wednesday that President Trump announced his new tariff schedule with the rest of the world. And it's already having an effect. Companies are scrambling to get goods on planes or boats to beat the first deadline. Companies are already trying to get out of existing contracts. And some previously planned factory endeavors have even been put on hold. On this episode, we speak with Ryan Petersen, the founder and CEO of Flexport, to talk about what he's already seeing from the perspective of his business. We also talk about how tariffs are operationally implemented, and how things might change if the existing tariffs remain in place.
Read More:
Tariffs Are Dragging Down Even Companies Without US Exports
Jeep Maker Stellantis Offers to Help Suppliers Pay Tariff Costs
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Tether's CEO Speaks on His Insanely Profitable Business Apr 07, 2025

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Anything crypto-related is frequently greeted with a high degree of skepticism. Within that, one of the most controversial companies for a long time has been Tether, the company behind the popular stablecoin USDT. But despite people predicting otherwise, the company has boomed. It's insanely profitable. It's one of the largest holders of US Treasuries in the world. And because of the change in the US administration, it's gathering fans in Washington, DC. In this episode, we speak with Tether CEO Paolo Ardoino about what it's like to run this business, how they work with law enforcement, future growth opportunities, and why, after all these years, it's still never had a formal audit.

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Brad Setser on the Damage From Trump's Gigantic Tariff Shock Apr 05, 2025

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He needs no introduction: When trade is in the news, we speak with Brad Setser of the Council on Foreign Relations. Brad has been talking for awhile about the major imbalances of world trade, and the US-China relationship in particular. However, rather than building up a large trading bloc with our allies to counter Chinese influence, the Trump administration has chosen a path of going it alone, targeting friend and foe alike with large and wide-ranging tariffs. In this episode, we talk about the significance of the move, the potential damage, and what, if any, positive scenarios could result.
Read More:
Global Recession Fears Engulf Wall Street on Tariff Retaliation
Matt Levine: The Tariffs Have Some Math

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Lots More on a Massive, Historical, Stagflationary Shock Apr 04, 2025

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On Wednesday, President Trump unveiled sweeping tariffs against almost every country in the world. The size and scope was far beyond what anyone was anticipating, causing markets to subsequently plunge. But what's next? Could it work out for the US? Will we see a spike in inflation? Will the global trading system continue to operate? On this episode, we speak with Tom Orlik, the chief economist for Bloomberg Economics, on the historical nature of this stagflationary shock, and what happens to the US and global economies if these numbers remain in place.
Read More:
Economists Slash US Growth, Boost Inflation Forecasts on Tariffs
Germany and France Push for More Aggressive Tariff Response

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