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Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole
It's Jackson Hole time again, when the most prominent minds in monetary policy meet in an idyllic Wyoming setting for the Federal Reserve Bank of Kansas City's annual symposium on monetary policy. Fo…
Published on 3 months, 3 weeks ago
This Is What Happens When a Startup Dies
You always hear about startup exits. Big acquisitions. Big IPOs. But of course this isn’t the fate for most new ventures. Many of them die outright, without any kind of “exit” at all for shareholders…
Published on 3 months, 3 weeks ago
Lessons From the One Sovereign Wealth Fund in the United States
President Trump and others have talked about the idea of the US having a Sovereign Wealth Fund, a la the UAE or Singapore. It feels like a longshot, but as it turns out, there is actually one Soverei…
Published on 3 months, 4 weeks ago
Housing Is a Problem Even in a State With Declining Population
You can kind of understand why it's so hard to build housing in New York City. There isn't much available land. It's already pretty built up. And then, add in the fact that so many people want to liv…
Published on 4 months ago
Lots More With Skanda Amarnath on This Moment in Macro
Right now, you could make a good argument that inflation is still too hot, and that with the stock market booming, and the unemployment rate at 4.2%, that it's crazy to think about cutting rates. You…
Published on 4 months ago
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 4 months 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 4 months 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 4 months 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 4 months, 1 week 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 4 months, 1 week ago