Tracy Alloway

Our blubber lawyer dragon is generous and benevolent

It's not every day that @tracyalloway.bsky.social mentions you in her Odd Lots newsletter. I have officially peaked!

cc: my all-star co-authors @shaciogluhoke.bsky.social and Jack Chylak.

www.bloomberg.com/news/newslet...

Thanks @tracyalloway.bsky.social and @bloomberg.com for featuring our work.

wow

ODD LOTS @tracyalloway.bsky.social and @weisenthal.bsky.social on the data information loss. If you don't know everything is fine. www.bloomberg.com/news/newslet...

I recently went to a fun little conference where most in attendance were central bankers & financial journalists; plus Chris Desan, P. Mehrling, B. Eichengreen and me (?!!). Here’s one of the panels in podcast form thanks to @weisenthal.bsky.social @tracyalloway.bsky.social
@bhgreeley.bsky.social

We have reached Odd Lots singularity - hearing @tracyalloway.bsky.social talking about Bollywood while I’m mowing my suburban Atlanta lawn.

Yes, you should absolutely watch Mississippi Masala. And the real Bollywood superstar will always be Amitabh Bachchan.

Scott Bok on How Bankers Spread the Gospel of Capitalism Podcast Episode · Odd Lots · 05/19/2025 · 53m

NEW ODD LOTS:

@tracyalloway.bsky.social and I talked to longtime investment banker Scott Bok on how dealmakers, such as him, spread the gospel of global capitalism and shareholder value all around the world.

podcasts.apple.com/us/podcast/s...

A US Clothing Brand On the Existential Threat From the Tariffs Podcast Episode · Odd Lots · 05/09/2025 · 40m

NEW ODD LOTS: @tracyalloway.bsky.social and I spoke to the CEO of clothing company MM Lafleur, about how the apparel industry works, and the existential threat from the tariffs on her business. podcasts.apple.com/us/podcast/a...

Philip Diehl on the Booming Business of Gold Coins Podcast Episode · Odd Lots · 05/12/2025 · 42m

NEW ODD LOTS:

It's the GOAT Philip Diehl.

@tracyalloway.bsky.social and I talked to the former mint director about the booming business of gold coins

podcasts.apple.com/us/podcast/p...

Brad Setser on the Big Surge in the Taiwanese Dollar Podcast Episode · Odd Lots · 05/06/2025 · 29m

NEW ODD LOTS:

@tracyalloway.bsky.social and I spoke with Brad Setser about the big surge in the Taiwanese dollar podcasts.apple.com/us/podcast/b...

THE ACTUALLY EXISTING WAR ON CHRISTMAS

@tracyalloway.bsky.social and I wrote jointly in the Odd Lots newsletter about the prospect of empty shelves and reduced variety, as retailers are handling holiday orders right now.

Sub here:

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Guys. I cannot recommend this episode enough if you’re remotely interested in what’s happening to the global economy right now, and get just a heroic dose of economics knowledge dropped on you by one of the best. h/t to @weisenthal.bsky.social and @tracyalloway.bsky.social for another banger.

MUST-READ

@tracyalloway.bsky.social does an autopsy of last week's basis trade blowout, and finds the causes more ominous than mere overleverage or illiquidity in the system.

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No! Sleep! For Bloomberg! How the Media Giant’s Joe Weisenthal and Tracy Alloway Survived a Manic Week The stalwart financial reporters and podcasters rode Donald Trump’s tariff roller coaster with the help of a lot of tweeting and, sure, a little nicotine.

This was fun. @tracyalloway.bsky.social and I talked to Vanity Fair about the week in news www.vanityfair.com/news/story/b...

In the Lots More we did with Lev Menand to discuss this series, we did talk a lot about what happens to swap lines under Trump…

Jim Chanos on Who's Getting Caught Swimming Naked Podcast Episode · Odd Lots · 04/12/2025 · 40m

NEW ODD LOTS:

It's the return of Jim Chanos.

@tracyalloway.bsky.social and I talked to the legendary short-seller about the craziness of this week, plus some Elon, $NVDA, Medicare Fraud, private equity, and more.

podcasts.apple.com/us/podcast/j...

Thank you!

Rob Kaplan on How the Fed Will Think about the Tariffs Podcast Episode · Odd Lots · 04/10/2025 · 32m

NEW ODD LOTS:

@tracyalloway.bsky.social and I talked to Rob Kaplan, former Dallas Fed President, and Vice Chairman of Goldman Sachs about how the Fed will think about the tariffs

podcasts.apple.com/us/podcast/r...

Thank you!

Thank you for watching/listening!

omg

That Time I Tried to Buy an Actual Barrel of Crude Oil Tracy Alloway strikes one of the more ridiculous trades in commodities history.

Oh, you might be thinking of that time I tried to buy a barrel of oil. This was before 2020

www.bloomberg.com/news/article...

@tracyalloway.bsky.social on the bird site:

Thank you!

I wrote about the Dallas Fed energy survey last week!

The Growing Risk to Fed Independence That Wall St Isn't Watching Podcast Episode · Odd Lots · 04/01/2025 · 32m

SPECIAL ODD LOTS:

The brewing risk to the Fed that Wall Street isn't talking about.

@tracyalloway.bsky.social and I chat with Lev Menand about Trump's firing of the two Democratic commissioners on the FTC, and what it means for the Fed if left to stand. podcasts.apple.com/us/podcast/t...

Behold, @tracyalloway.bsky.social read through the comments in the Dallas Fed survey of oil & gas executives, and it's *bad*
bsky.app/profile/weis...

MUST READ IN THE NEWSLETTER:

Oil and gas executives just gave scathing comments on this administration and the state of the industry>

Read the full thing here from @tracyalloway.bsky.social www.bloomberg.com/news/newslet...

One Way for Trump to Find a Few Extra Trillion Dollars Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...

www.bloomberg.com/news/newslet...