Joe Weisenthal

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

Beware The Stock Market Vigilantes

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a pod shop and how are they being set up? On this episode, we speak with Dan Morillo, co-founder of Freestone Grove Partners and formerly a partner and head of equity quantitative research at Citadel (one of the most successful multi-strats out there.) While lots of people tend to talk about multi-strategy hedge funds as one big blob, he argues that there are important differences in their busi

Tom Keene and Mike McKee explain monetary policy in the mountains.

Hello and welcome to the weekly Odd Lots newsletter, where Joe Weisenthal and Tracy Alloway bring you their thoughts on the most interesting developments in markets, finance and the economy.

Is the central bank making a mistake, and does it even matter for markets?

How things could change under a Trump administration.

Hello and welcome to the weekly Odd Lots newsletter, where Joe Weisenthal and Tracy Alloway bring you their thoughts on the most interesting developments in markets, finance and the economy.

The former Morgan Stanley Asia chairman on lessons from Japan.

The former chairman of Morgan Stanley Asia warns of an accidental conflict.

Election bets, AI, water and more.

Hello and welcome to the weekly Odd Lots newsletter, where Joe Weisenthal and Tracy Alloway bring you their thoughts on the most interesting developments in markets, finance and economy.

Warren Mosler on the troubling mix of high debt levels, large deficits, and orthodox monetary policy.

How did the third largest commercial aviation company emerge out of Brazil?

Where China’s manufacturing dominance began.

How “Made In China” first became a thing

How he develops his price targets.