Episodes (Page 15)
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Global government bond markets are experiencing significant selloffs.
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Utilities balance affordable power delivery with infrastructure upgrades.
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Americans feel pessimistic about the economy and institutions.
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China is rapidly expanding its nuclear power generation capacity.
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Tracy and Joe answer listener questions in an annual AMA.
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Review of 10 fascinating topics covered on Odd Lots in 2024.
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Discussed "Beak Capitalism" series on Money Stuff podcast.
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Biden administration's energy and climate legacy, including IRA.
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Fed cut rates but signaled slower pace, surprising markets.
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Fed cut rates but raised inflation outlook, signaling fewer cuts.
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Startup investing transformed by AI boom and competition.
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Debate over electric vs. gas stoves and energy use.
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Geothermal energy's potential for clean, baseload power.
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Mortgage refinancing remains a complex, paper-intensive process.
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Hedge fund Magnetar finances AI boom with new VC fund.
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Venture capital landscape changed post-ZIRP and with AI.
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Nouriel Roubini discusses the failure of the traditional 60/40 portfolio.
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Goldman Sachs economists discuss market and macro uncertainty for 2025.
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Viktor Shvets predicts a 20-year 'storm' of economic turbulence.
Viktor Shvets
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Oaktree's Head of Sourcing explains finding private credit deals.