Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>Stock market dominated by big tech companies, increasing importance of tech companies in equity market</li><li>S&amp;P 500 becoming more like the Nasdaq due to tech dominance</li><li>Tech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market dominated by big tech companies, increasing importance of tech companies in equity marketS&amp;P 500 becoming more like the Nasdaq due to tech dominanceTech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunitiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Apollo Explains How Big Tech Is Disrupting Credit Markets

Equity Bottom-Up

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

<ul><li>Intel is struggling, with a dismal stock performance and job cuts</li><li>The company's risky and capital-intensive strategy may not be sustainable</li><li>The core business is no longer sufficient to support their strategic goals, leading to financial challenges and market share loss.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel is struggling, with a dismal stock performance and job cutsThe company's risky and capital-intensive strategy may not be sustainableThe core business is no longer sufficient to support their strategic goals, leading to financial challenges and market share loss.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots More on the Ongoing Mess That Is Intel

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs.  The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips.  Taiwan Semiconductor is an affiliate of Philips Electronics N.V.

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul><li>American Express Business Gold Card offers flexible spending capacity and annual statement credits</li><li>Good news on chip production in the US with TSMC's new fab in Arizona</li><li>Discussion on the design, success, and failure of industrial policy with guest Vivek Chibber</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

American Express Business Gold Card offers flexible spending capacity and annual statement creditsGood news on chip production in the US with TSMC's new fab in ArizonaDiscussion on the design, success, and failure of industrial policy with guest Vivek ChibberThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Macroeconomics

<ul><li>Odd Lots podcast discusses changing relationship with China on trade</li><li>China's economy slowing, yet current account surplus increasing</li><li>Doubts about China's export-driven economic model and overcapacity issues</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast discusses changing relationship with China on tradeChina's economy slowing, yet current account surplus increasingDoubts about China's export-driven economic model and overcapacity issuesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Adam Tooze on the Big Misconceptions of the Chinese Economy

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul><li>Bitcoin and other cryptocurrencies are experiencing significant price fluctuations</li><li>Stablecoins like Tether and USDC have remained stable, providing a store of value</li><li>The narrative around stablecoins as the killer app of crypto raises questions about reliance on existing financial infrastructure and potential systemic risks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bitcoin and other cryptocurrencies are experiencing significant price fluctuationsStablecoins like Tether and USDC have remained stable, providing a store of valueThe narrative around stablecoins as the killer app of crypto raises questions about reliance on existing financial infrastructure and potential systemic risksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Booming Crypto Use Case That's Happening Right Now

Odd Lots
Podcast by Joe Weisenthal & Tracy Alloway
• Odd Lots

Apollo Explains How Big Tech Is Disrupting Credit Markets

Tech companies dominate the stock market, making up 30% of the S&P 500, leading to an increased importance of opportunistic credit investments in...

Odd Lots

Lots More on the Ongoing Mess That Is Intel

Intel is facing challenges with their performance and stock price due to their risky strategy, but they are doubling down on manufacturing and...

Odd Lots

This Is How Industrial Policy Can Go Bad

The podcast explores American Express business gold card benefits, US industrial policy, TSMC's new fab in Arizona, guest speaker Vivek Chibber...

Odd Lots

Adam Tooze on the Big Misconceptions of the Chinese Economy

The Odd Lots podcast episode explores the complexities of the US-China trade relationship, focusing on issues such as overcapacity, dumping, and...

Odd Lots

The Booming Crypto Use Case That's Happening Right Now

The value of Bitcoin and other cryptos is dropping, with stablecoins like Tether and USDC emerging as potential solutions for easy transactions...

Odd Lots