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 Edilen210.3K Takipçiler
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
NEW ODD LOTS: How AI is creating more work for human lawyers. @tracyalloway and I talk to Gary Wingens, the Chair and Senior Partner at Lowenstein Sandler, on the Jevons Paradox he's already seeing unfold in the world of corporate law podcasts.apple.com/us/podcast/why…
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
NEW ODD LOTS: The Korean ETFs that are moving markets all around the world. A MUST listen with Barclays's Global Head of Equities Tactical Strategies Alexander Altmann about the inflow of cash and the explosion of AUM in these single names levered ETFs. podcasts.apple.com/us/podcast/the…
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
NEW ODD LOTS: This major hedge fund company has seen its token consumption grow 86x this year. @tracyalloway and I talk to Man Group CTO Gary Collier and Head of Data and AI Tushara Fernando about how the technology is changing the investing world podcasts.apple.com/us/podcast/one…
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Patrick Heizer
Patrick Heizer@PatrickHeizer·
My first thought upon reading that the US Navy maintains a 50,000 acre forest of white oak in order to repair and maintain a single warship: "Was this mentioned on the Odd Lots episode about white oaks?" cc: @TheStalwart @tracyalloway
Aakash Gupta@aakashgupta

The US Navy operates a 50,000 acre forest in Indiana whose entire job is keeping one wooden ship from 1797 afloat. The ship is USS Constitution, still a commissioned warship with an active-duty crew. Cannonballs bounced off her in 1812 because the hull sandwiches a wall of live oak ribs between two layers of white oak planking, nearly 2 feet of solid wood so dense it barely floats. British 18-pounders hit it and dropped into the sea. A sailor yelled "her sides are made of iron" and the nickname stuck. Here's the problem with owning a 229-year-old wooden ship: you can't buy the parts. Hull planks run up to 40 feet long and 7 inches thick, cut from single white oak trunks. A white oak takes over a century to grow that big. No lumberyard on earth stocks it. So the Navy grows its own. Constitution Grove at Naval Support Activity Crane holds trees over 100 years old, reserved exclusively for this ship. Foresters there are managing oaks today that will become hull planking in the 2100s. The maintenance plan literally runs on tree time. Every 20 years or so she enters dry dock and shipwrights swap out rotted timber. After two centuries of this, estimates put original 1797 wood at maybe 10 to 15 percent of the ship. The Navy keeps replacing her plank by plank because Congress mandated her preservation and because she's the only active US warship that has sunk an enemy vessel. Every other asset in the Navy has a decommission date. This one has a tree farm.

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Joe Weisenthal
Joe Weisenthal@TheStalwart·
NEW ODD LOTS: The traders who *actually* make money on prediction markets @tracyalloway and I talk to @iscoe as well as some traders he profiled for NYT Mag -- MAGA Kiwi Club Members Brian Golden and Daniel Reichman -- about what it really takes to win. podcasts.apple.com/us/podcast/the…
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
NEW ODD LOTS How to massively cut the cost of groceries. @tracyalloway and I talked to Aldi US Chief Commercial Officer Scott Patton about how massively reducing in-store variety allows the chain to significantly undercut the competition open.spotify.com/episode/3qKLmI…
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
NEW ODD LOTS: @tracyalloway and I talk to Baidu CFO Henry He We discuss: - Going up against Waymo in driverless cars - The company's full-stack strategy, from chips to datacenters to models to applications: - Former Baidu engineer Dario Amodei podcasts.apple.com/us/podcast/bai…
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Tracy Alloway
Tracy Alloway@tracyalloway·
Barclays: Levered ETFs are "the largest non discretionary driver of risk at present, and having grown orders of magnitude larger already YTD runs the risk of cascading into a more protracted sell off for risk if not cauterized by an external event." "... These vehicles had cumulatively bought almost $300bn of notional exposure to various single names and indices… That is essentially now dwarfing any other vertical of systematic risk, be it CTAs, Vol Control, etc. and is a somewhat terrifying figure to contend with should it need to be unwound in a short period of time."
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Tracy Alloway
Tracy Alloway@tracyalloway·
Hyperscaler free cashflow projections via Charlie McElligott at Nomura:
Tracy Alloway tweet media
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Tracy Alloway@tracyalloway·
It's still wild to me that SpaceX is rated investment-grade.
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TickPick
TickPick@TickPick·
There is someone holding a dog while the crowd chants “who let the dogs out” at the Knicks championship parade 😂😂
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Dan
Dan@robustus·
@tracyalloway @TheStalwart @GMOInsights Good ep, but no one actually asked him the key questions outlined at the beginning: where are we in the bubble, and what do you do about it? I mean, sure, those are pedestrian questions vs existential risk, but when the guest is someone like Grantham, gotta just flat out ask!
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