overcast.fm/+AA5AWNdOBV0
overcast.fm/+AA5AWNdOBV0
and @tracyalloway.bsky.social ) is one of the best institutionalist readings of the global economy going: open.substack.com/pub/ninaeich...
and @tracyalloway.bsky.social ) is one of the best institutionalist readings of the global economy going: open.substack.com/pub/ninaeich...
cc: my all-star co-authors @shaciogluhoke.bsky.social and Jack Chylak.
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Thanks @tracyalloway.bsky.social and @bloomberg.com for featuring our work.
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.
@bhgreeley.bsky.social
@bhgreeley.bsky.social
Yes, you should absolutely watch Mississippi Masala. And the real Bollywood superstar will always be Amitabh Bachchan.
Yes, you should absolutely watch Mississippi Masala. And the real Bollywood superstar will always be Amitabh Bachchan.
@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...
@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...
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...
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...
@tracyalloway.bsky.social and I spoke with Brad Setser about the big surge in the Taiwanese dollar podcasts.apple.com/us/podcast/b...
@tracyalloway.bsky.social and I spoke with Brad Setser about the big surge in the Taiwanese dollar podcasts.apple.com/us/podcast/b...
@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...
@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...
@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...
@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...
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...
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...
@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...
@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...
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...