Podcast Episodes
Back to Search
ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology
This year has brought fresh awareness to the complexity of the semiconductor supply chain. Taiwan Semiconductor, the big manufacturer, has become a h…
4 years, 4 months ago
This Is the Perfect Storm That Caused Grain Prices To Soar
Inflation is running at its fastest pace in over 30 years. And one upward contributor to it is higher food prices. There are all kinds of things goin…
4 years, 4 months ago
Stinson Dean on the Lumber Crash That Followed the Boom
These days, commodities around the world are on a tear. But earlier this year, there was a lot of fixation on one in particular: lumber. Lumber went …
4 years, 5 months ago
Citi’s Matt King on Why Inflation Isn’t Transitory and the Fed May Induce a Recession
Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, risk assets like stocks are doing just fine. There…
4 years, 5 months ago
This Is How They Could Literally Mint a Trillion Dollar Coin
See omnystudio.com/listener for privacy information.
4 years, 5 months ago
Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7
In recent weeks, the White House has attempted to make a greater effort to improve the functioning of supply chains. One effort includes getting the …
4 years, 5 months ago
Dan Alpert on the Big Difference Between Now and the 1970s
Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people thinking about the 1970s. Not only was this the l…
4 years, 5 months ago
Axie Infinity, the Crypto Game That’s Grown Over 200x This Year Alone
Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners has to be Axie Infinity, a blockchain-based game,…
4 years, 5 months ago
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities …
4 years, 5 months ago
Ryan Petersen on How Global Supply Chains Have Gotten Even Worse
We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots. And with each episode the question is "ok, so w…
4 years, 5 months ago