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Nouriel Roubini's Vision for a New Safe Haven Asset
For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind this was simple: bonds tend to go up when stocks…
1 year, 4 months ago
Goldman's Hatzius and Kostin on Markets and Macro in 2025
It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and investors. It also happens to be true. The new admi…
1 year, 4 months ago
Lots More on the Coming 20-Year Storm with Viktor Shvets
The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigration is a source of major macro uncertainty. To so…
1 year, 4 months ago
How Oaktree's Head of Sourcing Finds the Next Great Deal
When it comes to credit investing (or really any investing), there's an analytic art in deciding the right price to pay for a security. But often tha…
1 year, 4 months ago
Inside the Blood Sport of Creditor-on-Creditor Violence
In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anything that would produce yield. So they were willin…
1 year, 4 months ago
The Harvard Endowment Is on the Verge of Losing Its Crown
For years, the Harvard Endowment has easily been the largest endowment of any university. But as of right now, it's at risk of losing its crown to th…
1 year, 4 months ago
Odd Arne Westad on how China First Joined the Global Capitalist Economy
How did China become the economic behemoth that it is today? One pivotal moment was, obviously, it's ascension into the WTO. Prior to that, the era o…
1 year, 4 months ago
How Fraudsters Are Bilking the Government Out of Billions of Dollars
After his victory, Donald Trump announced that Elon Musk and Vivek Ramaswamy would be leading up a new Department of Government Efficiency in order t…
1 year, 4 months ago
Beak Capitalism, Part 3: Un-Clucking the System
In the final episode of our special three-part series exploring the US economy through the chicken industry, we’re taking a look at market competitio…
1 year, 4 months ago
Beak Capitalism, Part 2: The Chickenization of Everything
The Odd Lots team is analyzing the US economy through the lens of chicken. In this second episode of our special three-part series, we look at the bi…
1 year, 4 months ago