Tracy Alloway
@tracyalloway.bsky.social
Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️New York ➡️Abu Dhabi ➡️Hong Kong ➡️New York
Lev Menand is blistering here. Must listen. Meeting the moment. Incredible stuff from @weisenthal.bsky.social and @tracyalloway.bsky.social on Odd Lots. overcast.fm/+AA5AWNdOBV0
Lev Menand on Trump’s Attempt to Fire the Fed’s Lisa Cook — Odd Lots
overcast.fm
I was either going to write about the BLS firing or the Odd Lots profile, so I picked joy. Here's a piece on how Odd Lots (thank you @weisenthal.bsky.social and @tracyalloway.bsky.social ) is one of the best institutionalist readings of the global economy going: open.substack.com/pub/ninaeich...
In praise of Odd Lots
Or, what else I love about the show profiled in the NYTimes on Sunday
open.substack.com
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...
America’s Data Disaster Is Already Here
This is what economists were worried about.
bloomberg.com
Paolo Bernardi@paolobernardi.bsky.social · last yr.Quality of data has been rapidly deteriorating since January.
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
Iñaki Aldasoro@aldasoro.bsky.social · last yr.Check out the latest Odd Lots, featuring @rlspang.bsky.social, Stefan Ingves & yours truly, a recorded panel of a great conference on “how to write the biography of a currency” hosted by Harold James & @bhgreeley.bsky.social at Princeton in early May open.spotify.com/episode/3Bzs...
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.
Joe Weisenthal@weisenthal.bsky.social · last yr.NEW ODD LOTS: The socialist who could be NYC’s next mayor. @tracyalloway.bsky.social and I chat with Zohran Mamdani podcasts.apple.com/us/podcast/o...
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...
Scott Bok on How Bankers Spread the Gospel of Capitalism
Podcast Episode · Odd Lots · 05/19/2025 · 53m
podcasts.apple.com
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...
A US Clothing Brand On the Existential Threat From the Tariffs
Podcast Episode · Odd Lots · 05/09/2025 · 40m
podcasts.apple.com
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...
Philip Diehl on the Booming Business of Gold Coins
Podcast Episode · Odd Lots · 05/12/2025 · 42m
podcasts.apple.com
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...
Brad Setser on the Big Surge in the Taiwanese Dollar
Podcast Episode · Odd Lots · 05/06/2025 · 29m
podcasts.apple.com
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: www.bloomberg.com/account/news...
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. Sub to the Odd Lots newsletter here: www.bloomberg.com/account/news...
This was fun. @tracyalloway.bsky.social and I talked to Vanity Fair about the week in news www.vanityfair.com/news/story/b...
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.
vanityfair.com
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...
Jim Chanos on Who's Getting Caught Swimming Naked
Podcast Episode · Odd Lots · 04/12/2025 · 40m
podcasts.apple.com
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...
Rob Kaplan on How the Fed Will Think about the Tariffs
Podcast Episode · Odd Lots · 04/10/2025 · 32m
podcasts.apple.com
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...
The Growing Risk to Fed Independence That Wall St Isn't Watching
Podcast Episode · Odd Lots · 04/01/2025 · 32m
podcasts.apple.com
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...
Joe Weisenthal@weisenthal.bsky.social · last yr.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...
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...
THE BIG RESET @tracyalloway.bsky.social and I gather the ways that big things have shifted in the last few weeks. Read the whole thing in today's Odd Lots newsletter www.bloomberg.com/news/newslet...
Odd Lots took on the NIH funding debacle. A good example of where what the Trump administration is doing is bonkers and terrible, while it is also true that the current paradigm is flawed. cc: @tracyalloway.bsky.social www.bloomberg.com/news/article...
Trump’s NIH Cuts Send Shockwaves Through the Science World
How does research funding actually work?
bloomberg.com
THIS WEEK - ODD LOTS LIVE IN WASHINGTON DC @weisenthal.bsky.social & I are bringing the show to DC, with live recordings of the podcast (&much more) at the Miracle theater. Doors open at 7pm Wed, March 12th. Popcorn provided 🍿🍿 Get your tickets here: events.bloomberglive.com/oddlotsliveDC
Odd Lots Live
Odd Lots is coming to DC! On March 12, Tracy Alloway and Joe Weisenthal will be hosting a live taping of the Odd Lots podcast. It's our first in the nation's capital, and so we'll be talking about the...
events.bloomberglive.com
NEW ODD LOTS: We spoke to the legends Eugene Fama (the father of the Efficient Markets Hypothesis) and David Booth about how the two of them basically invented modern finance. podcasts.apple.com/us/podcast/e...
Eugene Fama and David Booth on the Birth of Modern Finance
Podcast Episode · Odd Lots · 03/06/2025 · 49m
podcasts.apple.com
Excuseflation about to make a comeback, from Paul Donovan at UBS:
GDP estimates starting to get slashed. Below is from Citi, JPMorgan also cutting from 2.25% to 1.5% for Q1 2025:
