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Feb 27 • 4 tweets • 4 min read
WHY THEY DON'T BUILD MORE APARTMENT FOR FAMILIES

Really fun new Odd Lots.

@tracyalloway and I talked to @MarketUrbanism and @bobbyfijan about why developers will sooner put in a billiard room or climbing gym than a unit where someone with kids can live bloomberg.com/news/articles/…
@tracyalloway @MarketUrbanism @bobbyfijan Among the things we discussed:

-- European vs. American design regulations
-- European vs. American construction materials
-- How and why developers make certain floorplan choices
-- Do families actually want to stay in the city?
-- What family-friendly floorplans look like

++
@tracyalloway @MarketUrbanism @bobbyfijan Anyway. I don't know all the people in YIMBY Twitter, or Urbanism Twitter, or #RETwit, but it's for all them.

Find it on all the apps:

podcasts.apple.com/us/podcast/why…
@tracyalloway @MarketUrbanism @bobbyfijan Really in-depth thread on today's topic from Alex

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More from @TheStalwart

Joe Weisenthal Profile picture
Feb 28
So @NathanTankus already made this point, but I don't get why we should think of this proposal as a "Sovereign Wealth Fund" as opposed to a (at least partial) privatization of Social Security.
@NathanTankus If you're going to use public money to buy stocks, and those stocks generate the returns that pay recipients, how is that different (other than some accounting) than payroll taxes going right into the market? I mean a few more hoops in this plan, but economically the same right?
Privatization: Payroll taxes go into fund that buys stocks.

"Sovereign Wealth Fund": Payroll taxes go to the government. But then the government borrows money to purchase stocks, which (in theory) generates returns.

What's really the difference?
Read 7 tweets
Joe Weisenthal Profile picture
Feb 23
An Odd Lots episode for the financial plumbing obsessives and the normies alike…

@tracyalloway and I speak to Barclays’ Joe Abate about why the Fed has jacked up rates massively but your bank still just pays you 0.25% on your checking account.
bloomberg.com/news/articles/…
Among the things we discussed:

- how banks compete for deposits in other ways besides offering higher rates
- why deposit shopping is rare
- the role of consumer deposits in bank funding
- the unequal distribution of excess reserves
- QT
- Large vs small banks

+ Much more
Also that deposit betas (the sensitivity of consumer rates to Fed rates) tends to go up throughout a hiking cycle. So future hikes are more likely to trickle down than early cycle hikes.
Read 4 tweets
Joe Weisenthal Profile picture
Feb 14
BREAKING:

Core CPI rises 0.4% month-over-month. Right in line with economist expectations.

Headline rose 0.5%

bloomberg.com/news/articles/…
Last month's number was revised higher
Two year yields ticking up
Read 4 tweets
Joe Weisenthal Profile picture
Feb 13
TRANSCRIPT: The full text of our chat with @patio11 on the tech employment landscape.

Tons of insight into how these companies think and operate.

This was fascinating about how employees seemed to realize a slowdown was afoot before management did. bloomberg.com/news/articles/…
@patio11 This was really interesting about why companies might like to keep it quiet if a CTO is being shuffled out due to poor performance.
@patio11 Also this one what AI/ChatGPT (or similar) tech means for the job market, not just in terms of the total numbers, but also about whether existing engineers will be able to transition to more AI-driven models.
Read 4 tweets
Joe Weisenthal Profile picture
Feb 13
NEW ODD LOTS:

What happens now to all the laid off tech workers?

@tracyalloway and I did a Part 2 with @patio11, talking about big tech's firing wave, why they hired so aggressively in the first place, who got cut and more.

bloomberg.com/news/articles/…
@tracyalloway @patio11 Among the things we discussed:

How big tech companies decide who to cut.

The job prospects for those who got laid off.

What AI means for the future of engineering jobs.

Why big tech tech cos. weren't happy with the most recent recruiting wave.

Etc.
Find the episode on all the apps:

podcasts.apple.com/us/podcast/wha…
Read 5 tweets
Joe Weisenthal Profile picture
Feb 6
TRANSCRIPT:

The full text of our chat with Steve Eisman, of GFC and Big Short fame, is out.

Numerous fascinating insights about the stock market right now, and why he doesn't believe the current tech rally will be sustained. bloomberg.com/news/articles/…
And here's his take on companies like OpenDoor and "Amazon Disease" in which everyone starts to judge everything by their potential TAM
This was a very Odd Lotsy answer abou the "shareholder revolt" that has fundamentally changed the oil business
Read 5 tweets

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