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Joe Weisenthal Profile picture
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28 Jun, 5 tweets, 3 min read
NEW ODD LOTS:

Multiple people have said that @tomhschmidt is the best at articulating how DeFi works. So he came on to talk with me and @tracyalloway about all the key concepts you should know about. Nearly 60 minutes of alpha.

bloomberg.com/news/articles/…
Some of the things we talked about

-- What is all this technology ~for~
-- Regulatory considerations
-- What is "Impermanent Loss"
-- Where the yield comes from
-- Complexity and the user experience

Plus a bunch more.
Also! Going to try something new this week. I think on Thursday, we're going to do a Twitter Spaces with @tomhschmidt, to ask followup questions. So you should listen to it now. And then join Thursday to ask all the things you want to know. More details on that TK.
@tomhschmidt And as always, you can find the episode on

Apple: podcasts.apple.com/us/podcast/tom…

Spotify: open.spotify.com/episode/2fq8O8…

Et. al.
Fun time with @tomhschmidt on TV today

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More from @TheStalwart

Joe Weisenthal Profile picture
21 Jun
THE TRUCKING EPISODE OF ODD LOTS

It's out! @tracyalloway and I talked to the great @FreightAlley about why this industry is in such a mess. Why it was a mess pro COVID. Why it's a mess now. And why it's probably going to be a mess for years to come. bloomberg.com/news/articles/…
@tracyalloway @FreightAlley *Pre-Covid I mean.
@tracyalloway @FreightAlley After doing several episodes on global manufacturing, shipping, and the ports, our ongoing deep dive into the supply chain is beginning to turn more towards the interior. Starting with trucks. Then soon barges, canals, rivers, trains, etc.
Read 5 tweets
Joe Weisenthal Profile picture
17 Jun
BREAKING: Mark Cuban calls for more stablecoin regulation after trading DeFi token that crashed to zero bloomberg.com/news/articles/… $TITAN
Here's @mcuban's full statement to Bloomberg regarding his experience staking liquidity for $TITAN bloomberg.com/news/articles/…
Curious what all the frogs who welcomed Mark to the club think!
Read 4 tweets
Joe Weisenthal Profile picture
16 Jun
*FED MEDIAN PROJECTIONS SHOW TWO RATE INCREASES BY END-2023

Stocks falling some more

bloomberg.com/news/articles/…
Ten year yields jumping a bit here.
Full Fed story here from @boes_ --> bloomberg.com/news/articles/…
Read 4 tweets
Joe Weisenthal Profile picture
15 Jun
I've been meaning to write a blog post for a long time about the very muddied discussion that's happening right now with digital currencies.

Thanks to @rohangrey's testimony today, I decided to write it. I see things much the same way as him. bloomberg.com/news/articles/…
@rohangrey My main theory is that the reason there's so much talk these days about CBDCs is because crypto is hot, and central bankers want in on the action.

But beyond that, there's a big difference between a digital bearer dollar (like cash) and just a public option for banking.
And as @rohangrey points out, the two things may in some way be complementary. But they're not at all the same thing. And yet they've become fused in the public discussion.
Read 5 tweets
Joe Weisenthal Profile picture
15 Jun
NOW WE PAY THE PRICE FOR NOT DOING ENOUGH ON INFRASTRUCTURE

In today's @markets newsletter, I talked about inflation, and how the situation at our ports and waterways is a perfect example of how the discussion of "paying for it" is totally backwards.

bloomberg.com/account/newsle…
@markets It's just amazing, we continue to have these hazy, theoretical conversations about how "the children" are one day going to have to pay for government spending. Meanwhile we have rising prices right now that can be connected to underinvestment in logistical infrastructure.
@markets Full transcript is here. bloomberg.com/news/articles/…
Read 5 tweets
Joe Weisenthal Profile picture
14 Jun
THE GLOBAL SHIPPING SITUATION IS STILL GETTING WORSE

New Odd Lots is out. We spoke with @AntonPosner and Margo Brock of @MercuryResourc

Earlier this year, @tracyalloway tried shipping a teddy bear out of Hong Kong. Today she wouldn't even be able to try

bloomberg.com/news/articles/…
@AntonPosner @MercuryResourc @tracyalloway If you enjoyed our past episode with Ryan Peterson of @flexport, this one goes even deeper into the nitty gritty of global freight. And why, after all these months, things aren't getting easier. Certain jobs that would have been tough back in January are now impossible.
@AntonPosner @MercuryResourc @tracyalloway @flexport The episode also pairs nicely with this chart from @fed_speak showing that at least on this one measure, prices for shipping goods continue to rise strongly.
Read 5 tweets

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