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The Investors Who Think Hazelnuts Will Be the Next Pistachios
We're in an age where shocks can occur on both the supply side and the demand side. On the supply side, the causes are well known. Pandemics, trade wars, and climate disruption have exposed the frail…
Published on 1 week, 5 days ago
How to Move Freight Across the Icy Roads of Alaska
We're interested in trucking here at Odd Lots. It's one of those industries that can tell us a lot about the economy, both in terms of the short-term cycle, and also long-term structural trends. Of c…
Published on 1 week, 6 days ago
What an Alaskan Furniture Company Tells Us About Tariffs
Alaska is no stranger to supply chain issues and a higher cost of living. Almost everything has to be imported into the state, incurring longer lead times and extra transportation costs — and that’s …
Published on 2 weeks, 1 day ago
Mary Daly on Why Alaska Is a Leading Indicator for the US Economy
Alaska is one of the states in the Federal Reserve's 12th District, which is headquartered in San Francisco. For Mary Daly, the head of the SF Fed, the state right now is a leading indicator for the …
Published on 2 weeks, 4 days ago
Joseph Torigian on Xi Zhongxun and Elite Chinese Communist Party Politics
The Chinese Communist Party is probably one of the most difficult entities in the world to grasp due to its opacity of its inner workings. A new book from Joseph Torigian, a research fellow at Stanfo…
Published on 2 weeks, 5 days ago
Bill Beach on How Trump Just Politicized US Economic Data
Late last week, Donald Trump shocked Wall Street by firing Erika McEntarfer, the head of the Bureau of Labor Statistics, the agency responsible for publishing some of America's most important economi…
Published on 3 weeks, 1 day ago
The AI Industry Is Becoming Like Professional Sports
When it comes to tech startups, you often hear about VCs making a ton of money, or founders experiencing life-changing exits. But something is changing in the world of AI. Now it's the engineers them…
Published on 3 weeks, 1 day ago
How to Make Money Selling Pizza in New York City
Everybody knows that New York City has a ton of pizzerias. And yet, new ones are opening up all the time. Why do we need more? And how is there still money to be made? On this episode, we speak with …
Published on 3 weeks, 3 days ago
What an LA Bakery Says About the Economy Right Now
Bakeries are great microcosms of the economy. There's lots of labor involved. You need commodities like flours and eggs, plus energy for your ovens. You need capital investment to get the ovens in th…
Published on 3 weeks, 4 days ago
Circle's CEO on the Booming Business of Stablecoins
Stablecoins are emerging as one of the most active areas of cryptocurrencies. The idea of using blockchain rails to transmit money has captured the attention of legacy financial institutions as well …
Published on 3 weeks, 5 days ago