iiinova — where your digital self keeps evolving

Tracy Alloway @tracyalloway.bsky.social · 16/04/2026

Do you, um, have some plans or something?

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Tracy Alloway @tracyalloway.bsky.social · 27/08/2025

I roll my eyes a lot nowadays but I swear I was not doing it in this episode!

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Jeremy Wallace @jeremywallace.bsky.social · 27/08/2025

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

overcast.fm

Lev Menand on Trump’s Attempt to Fire the Fed’s Lisa Cook — Odd Lots

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Nina Eichacker @ninaecon.bsky.social · 05/08/2025

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...

open.substack.com

In praise of Odd Lots

Or, what else I love about the show profiled in the NYTimes on Sunday

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Tracy Alloway @tracyalloway.bsky.social · 25/07/2025

Our blubber lawyer dragon is generous and benevolent

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Paolo Bernardi @paolobernardi.bsky.social · 09/06/2025

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...

bloomberg.com

America’s Data Disaster Is Already Here

This is what economists were worried about.

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Rebecca Spang @rlspang.bsky.social · 31/05/2025

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

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Mihir Shah @mihirpshah.bsky.social · 23/05/2025

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.

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Joe Weisenthal @weisenthal.bsky.social · 19/05/2025

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...

podcasts.apple.com

Scott Bok on How Bankers Spread the Gospel of Capitalism

Podcast Episode · Odd Lots · 05/19/2025 · 53m

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Joe Weisenthal @weisenthal.bsky.social · 09/05/2025

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...

podcasts.apple.com

A US Clothing Brand On the Existential Threat From the Tariffs

Podcast Episode · Odd Lots · 05/09/2025 · 40m

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Joe Weisenthal @weisenthal.bsky.social · 12/05/2025

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...

podcasts.apple.com

Philip Diehl on the Booming Business of Gold Coins

Podcast Episode · Odd Lots · 05/12/2025 · 42m

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Joe Weisenthal @weisenthal.bsky.social · 06/05/2025

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...

podcasts.apple.com

Brad Setser on the Big Surge in the Taiwanese Dollar

Podcast Episode · Odd Lots · 05/06/2025 · 29m

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Joe Weisenthal @weisenthal.bsky.social · 25/04/2025

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...

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Eric Blyler @ericblyler.bsky.social · 21/04/2025

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.

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Joe Weisenthal @weisenthal.bsky.social · 14/04/2025

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...

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Tracy Alloway @tracyalloway.bsky.social · 12/04/2025

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…

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Joe Weisenthal @weisenthal.bsky.social · 12/04/2025

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...

podcasts.apple.com

Jim Chanos on Who's Getting Caught Swimming Naked

Podcast Episode · Odd Lots · 04/12/2025 · 40m

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Joe Weisenthal @weisenthal.bsky.social · 10/04/2025

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...

podcasts.apple.com

Rob Kaplan on How the Fed Will Think about the Tariffs

Podcast Episode · Odd Lots · 04/10/2025 · 32m

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Tracy Alloway @tracyalloway.bsky.social · 10/04/2025

Thank you for watching/listening!

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Tracy Alloway @tracyalloway.bsky.social · 01/04/2025

I wrote about the Dallas Fed energy survey last week!

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Joe Weisenthal @weisenthal.bsky.social · 01/04/2025

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...

podcasts.apple.com

The Growing Risk to Fed Independence That Wall St Isn't Watching

Podcast Episode · Odd Lots · 04/01/2025 · 32m

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Kate Mackenzie @katemac.bsky.social · 27/03/2025

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...

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Joe Weisenthal @weisenthal.bsky.social · 27/03/2025

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...

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Tracy Alloway @tracyalloway.bsky.social · 13/03/2025

I’m sorry! Genuinely my Dad is from Texas and also pronounced it Gila. Then again he also pronounces “theater” as “the-ATE-er” so I guess I lshould be more careful

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Joe Weisenthal @weisenthal.bsky.social · 11/03/2025

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...

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Mike Johansen @mikejohansenmd.medsky.social · 09/03/2025

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...

bloomberg.com

Trump’s NIH Cuts Send Shockwaves Through the Science World

How does research funding actually work?

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Tracy Alloway @tracyalloway.bsky.social · 10/03/2025

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

events.bloomberglive.com

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...

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Joe Weisenthal @weisenthal.bsky.social · 06/03/2025

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...

podcasts.apple.com

Eugene Fama and David Booth on the Birth of Modern Finance

Podcast Episode · Odd Lots · 03/06/2025 · 49m

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Tracy Alloway @tracyalloway.bsky.social · 04/03/2025

Making Europe great again, aka the Trump Paradox www.bloomberg.com/news/newslet...

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Tracy Alloway @tracyalloway.bsky.social · 04/03/2025

Excuseflation about to make a comeback, from Paul Donovan at UBS:

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Tracy Alloway @tracyalloway.bsky.social · 03/03/2025

The Atlanta Fed estimate also came out last week so the idea of a contraction is old news.

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Tracy Alloway @tracyalloway.bsky.social · 03/03/2025

GDP estimates starting to get slashed. Below is from Citi, JPMorgan also cutting from 2.25% to 1.5% for Q1 2025:

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Tracy Alloway @tracyalloway.bsky.social · 03/03/2025

New Odd Lots with RAY DALIO In which we discuss very important things like his role in inventing the chicken nugget (plus maybe some other stuff) podcasts.apple.com/us/podcast/r...

podcasts.apple.com

Ray Dalio on the Coming Crisis in US Debt

Podcast Episode · Odd Lots · 03/03/2025 · 56m

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Tracy Alloway @tracyalloway.bsky.social · 28/02/2025

Really admiring Paul Donovan's commitment to keep referring to tariffs as taxes in all his economic commentary.

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