New Odd Lots!

We’re back on the real economy beat with the author @RyanHoliday.

He talked with me and @tracyalloway about how he opened up a bookstore in Bastrop, TX in the middle of a pandemic, an epic freeze, and supply chain disruptions galore bloomberg.com/news/articles/…
Favorite fact I learned in this one is that the recent Michelle Obama book was so popular that book printers actually ran short on paper to print other books at one point.
We also talked about the economics of getting a book made at and delivered from a specialty printer in Belarus when shipping costs are through the roof.
And of course you can find it on

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

Spotify: open.spotify.com/episode/55vMZV…

And elsewhere

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More from @TheStalwart

2 Jul
BREAKING:

850K new jobs added in June. That's a beat

However, the unemployment rate rose to 5.9% from 5.8%.

LFPR was flat at 61.6%

More TK here:

bloomberg.com/news/articles/…
Stock futures ticking up modestly after the report.

You could argue that these numbers are kind of goldilocksish. The better than expected pace of job creation is positive, and the higher unemployment rate means a persistent level of labor market slack Image
343K new Leisure & Hospitality jobs per @boes_
Read 7 tweets
28 Jun
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.
Read 5 tweets
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
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
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
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

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