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23 Aug, 4 tweets, 3 min read
An extraordinary new Odd Lots

@tracyalloway and I spoke with @aahmady, the former head of Afghanistan’s central bank. We discussed the the events of the last two weeks, bank management in more normal times, and the economic situation the country now faces bloomberg.com/news/articles/…
@tracyalloway @aahmady And of course the episode is available on anywhere like

Apple: podcasts.apple.com/us/podcast/a-c…

Spotify: open.spotify.com/episode/4VwAG5…

Etc.
@tracyalloway @aahmady FULL TRANSCRIPT:

Our conversation with @aahmady bloomberg.com/news/articles/…
Interesting math here, from the transcript, on the degree to which opium helped finance Afghanistan's current account deficit bloomberg.com/news/articles/…

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More from @TheStalwart

Joe Weisenthal Profile picture
16 Aug
NEW ODD LOTS:

Nearly a year after the framework review at the 2020 Jackson Hole, @tracyalloway and I talked to @neelkashkari about the quest to get to full employment and what it looks like when we're there. bloomberg.com/news/articles/…
@tracyalloway @neelkashkari We also talked about the macro situation right now, including inflation, whether it's transitory, what it would look like if it were becoming a bigger problem, and much more.
This wasn't intentional, but last week we had on Dallas Fed President Rob Kaplan, and I realized that Kaplan and Kashkari were the two dissenters at the September 2020 Fed decision. So it's a real treat to have gotten to speak with both of them. bloomberg.com/news/articles/…
Read 4 tweets
Joe Weisenthal Profile picture
11 Aug
THE INCREDIBLE POWER OF THE STABLECOIN ISSUERS

It took me awhile to appreciate the significance of stablecoins.

I wrote a post for the Odd Lots blog about why and how they're emerging as the true power players within crypto. bloomberg.com/news/articles/…
Back in 2016, when the DAO got hacked, Vitalik had some influence in addressing it.

These days when there's a big hack, the only entities that can possibly do anything about it is the stablecoin companies.
Their power and size is why, as my colleague @joelight has been reporting on, there's more and more scrutiny of them in DC bloomberg.com/news/articles/…
Read 4 tweets
Joe Weisenthal Profile picture
11 Aug
On a sequential basis, core CPI came in lighter than expected.

Economists were looking for a 0.4% increases. Instead it was a 0.3% increase.

On a YOY basis, it was in line at 4.3%.
Stocks like it bloomberg.com/news/articles/…
*S&P 500, NASDAQ 100 FUTURES RISE TO SESSION HIGH AFTER CPI DATA
Read 5 tweets
Joe Weisenthal Profile picture
9 Aug
Big new Odd Lots...

Such a treat to get to sit down with Dallas Fed President @RobSKaplan talking about all things macro and monetary policy.

So much interesting stuff happening right now that got discussed. bloomberg.com/news/articles/…
@RobSKaplan Among the topics discussed:

-- The economy right now
-- Whether inflation is broadening
-- How the Fed's new framework (unveiled at Jackson Hole is being put into practice)
-- What full employment looks like
-- Taper timing
-- Delta concerns

+ much more
And here's @catarinasaraiva's writeup of our discussion with Kaplan bloomberg.com/news/articles/…
Read 4 tweets
Joe Weisenthal Profile picture
6 Aug
BREAKING:

STRONG:

943K new jobs.

Unemployment rate falls to 5.4% (vs. 5.7% expected)

Year over year wage growth comes in at 4%.

bloomberg.com/news/articles/…
Stocks rising pre-market. 10-year also moving higher.

bloomberg.com/news/articles/… Image
NASDAQ-100 futures sliding Image
Read 9 tweets
Joe Weisenthal Profile picture
5 Aug
HUGE new Odd Lots...

@tracyalloway and I had @SBF_FTX and @matt_levine on at the same time to talk about all things crypto market structure.

Was a real treat to just sit back for much of it and listen to both of them get technical bloomberg.com/news/articles/…
Wow, big thanks to @0x4C756B65 for posting notes!
And of course, the episode is available at

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

Spotify: open.spotify.com/episode/2Oy0ZR…

And anywhere else
Read 5 tweets

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