Tracy Alloway

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Tracy Alloway

Tracy Alloway

@tracyalloway

Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York

New York Katılım Şubat 2009
4.8K Takip Edilen209.6K Takipçiler
Tracy Alloway
Tracy Alloway@tracyalloway·
NEW ODD LOTS - INSIDE THE MARKET FOR DINOSAUR BONES 🦖 Fossils can sell for millions, just like art, so how are they priced and discovered? @TheStalwart & I speak with Sal Aaron, director at David Aaron Gallery in London and basically a dino bone broker podcasts.apple.com/us/podcast/odd…
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Steve Hou
Steve Hou@stevehou·
@tracyalloway @sieglerandrew Tracy, with all of my admirations, this is technically a conjecture. A theorem is typically a conjecture that’s mathematically proven.
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Tracy Alloway
Tracy Alloway@tracyalloway·
On a related note, last week @CFR_org announced they were updating and upgrading their swap lines tracker. “Outstanding PBoC swaps are at a record $4.3 billion, compared with $0 for the Fed.” cfr.org/articles/centr…
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Tracy Alloway
Tracy Alloway@tracyalloway·
It is interesting that the UAE’s withdrawal from OPEC came after recent swap line discussions with Treasury. Wouldn’t want to read too much into it but you could envision Bessent et al thinking of dollar liquidity provision as a useful tool to extract political concessions (rather than an obligation that comes with being the world’s reserve currency)
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Tracy Alloway
Tracy Alloway@tracyalloway·
NEW EPISODE - PRIVATE CREDIT The private credit market is now said to be bigger than the market for junk-rated bonds at $1.8 trillion. How did it get so big? What’s its role in the overall market for corp financing? And how serious are all the recent headlines? @TheStalwart and I invited two veteran bond experts from Osterweis Capital Management to contextualize the market: podcasts.apple.com/us/podcast/odd…
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Tracy Alloway
Tracy Alloway@tracyalloway·
@yyc_jk @TheStalwart We’ve done a lot from that specific angle (see episode with Blackstone for instance) and wanted to do come at it a little differently
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Jeremy
Jeremy@yyc_jk·
@TheStalwart @tracyalloway love Odd Lots, but you have a whole episode on private credit from the perspective of public bond managers… slightly biased view. Can you please do an episode from the perspective of an actual private credit manager?
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Alex Armlovich
Alex Armlovich@aarmlovi·
It's tempting to dunk on mistaken takes from 2025 now that eggs are back <$2.50 Instead I hope we can bridge antitrust folks & "Captured Economy" market liberals to think about why egg markets returned to marginal cost And how to get other markets equally cartel-resistant
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Scott Lincicome@scottlincicome

My new @opinion column looks at the dozens of economist-supported policies that would help lower the price of essential goods & services - reforms that US politicians, supposedly obsessed with "affordability," routinely ignore: /1

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Sharkproof | Outsmart the system.Build real wealth
Important distinction to call out here: That 7.9% is what food companies are paying right now. What you pay at the shelf is currently 1.9% year-over-year. That gap is temporary. Producer cost increases take 3-6 months to hit your grocery receipt. The fertilizer and plastics haven't landed yet. The Iran war fuel spike only started in late February. Groceries are already 29% higher than 2020 and another wave is loading
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Tracy Alloway
Tracy Alloway@tracyalloway·
Here comes the food inflation Costs for food companies jumped 7.9% yoy in March (vs. 4.2% in Feb.) This is basically just from higher fuel costs - we're still waiting for the impact of higher fertilizer, plastics, etc. From the Odd Lots newsletter: bloomberg.com/news/newslette…
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Tracy Alloway
Tracy Alloway@tracyalloway·
GUEST ANNOUNCEMENT @TheStalwart & I are very excited to host Fahmi Quadir, CIO of Safkhet Capital, aka "The Assassin," at our upcoming live show on May 7th in LONDON. We'll be talking about the tough job of running a short-only fund, current market valuations, AI and what she's looking at right now. Get your tickets here: events.bloombergevents.com/event/Odd_Lots…
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Tracy Alloway retweetledi
The Bulwark
The Bulwark@BulwarkOnline·
"If the strait is opened tomorrow, we're not really going back to the previous energy world, we just can't. This is sort of like one of those the toothpaste can't be put in the bottle kind of moments." Bloomberg's @tracyalloway on the long-term energy impact of the Iran war.
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