Person · appeared on 7 episodes
Journalist and financial markets commentator at Bloomberg, and co-host of the Odd Lots podcast.
Odd Lots · 9 Nov · host
Odd Lots · 6 Nov · host
Odd Lots · 5 Nov · cohost
Odd Lots · 3 Nov · cohost
Odd Lots · 2 Nov · cohost
Odd Lots · 30 Oct · host
Odd Lots · 29 Oct · host
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Odd Lots· 9 Nov
Tracy Alloway says the volumetric analysis behind containerization seems really difficult to her, as does placing bins for every building in the city.Odd Lots· 6 Nov
Tracy Alloway says Sterling Infrastructure builds data centers in Texas and that its chart looks like a dot-com chart.Odd Lots· 5 Nov
Tracy Alloway says the Brazilian result is still really surprising and that the prediction markets got it very wrong.Odd Lots· 3 Nov
Tracy Alloway says polls are all becoming models and that everyone is now self-correcting after years of accusations that polls overestimate Democrats, raising the question of how big that self-correction is.Odd Lots· 2 Nov
Tracy Alloway says the issue is when the market becomes so big that it impacts everything and there are negative gamma instances where people have to sell into a down market.