NEW ODD LOTS - What's behind the rise of organized crime at retailers? We've all seen stores with shelves and shelves of merchandise locked up. So how big is the retail theft problem really? @TheStalwart and I speak with Home Depot's @Scott_G1013

Next week we'll be talking about the new wave of companies working to reinvigorate American industry. @tracyalloway and I will be joined by Hadrian founder @2112Power and Impulse Space CEO @lrocket It'll be great and you should tickets here:

NEW ODD LOTS - THE LASER BEAM EPISODE By popular request, @TheStalwart & I speak with Wayne Sanders, retired US Army Colonel and senior defense strategist for @BBGIntelligence on the new wave of directed energy weapon systems e.g. lasers and microwaves.

NEW ODD LOTS - DARRELL DUFFIE ON SURGING BOND YIELDS & WHAT POLICYMAKERS CAN DO ABOUT IT At Jackson Hole, @TheStalwart & I speak with the one and only @DuffieDarrell about what's been going on in the bond market, including expanded UST buybacks

NEW ODD LOTS - ADAM POSEN ON THE FED & MORE We're still rolling out the Jackson Hole episodes, in this one, @AdamPosen speaks to @TheStalwart & I about Warsh's speech and why there's a risk of things getting "messy" for the Fed

New podcast! Glad to be on Odd Lots again from Jackson Hole. Spoke with @TheStalwart and @tracyalloway about * The Fed and its new Chair, US inflation, Treasuries, AI impact on the macroeconomy, AI impact on economists, and central bank communications... @Bloomberg and @PIIE

NEW ODD LOTS What Tom Barkin is actually seeing in his district. @tracyalloway and I talk to the Richmond Fed President about the surprising resilience of the real economy, the investment boom, consumer “creativity,” and what it all means for policy

NEW ODD LOTS: @tracyalloway and I talk to Kansas City Fed President Jeff Schmid about the first Jackson Hole of the Warsh era. We also talk about the conference’s theme, bond yields, the risks of not fighting inflation more aggressively, and more.

We have written extensively about how forecasted AI IT and AI Datacenter capex will drive a record breaking amount of funding needs and an unprecedented growth in debt issuance. By the end of this year, cumulative lifetime AI Capex will have reached nearly $3T USD and we expect this number to grow to $11T+ by the late 2020s, with total outstanding AI Debt reaching $7T+. 2026 will be the first year in which AI Debt Financing becomes the second largest asset related debt market, after only the US Residential Mortgage Market. It is also the last year in which total AI related debt issuance will be less than 10% of total US Fixed Income Issuance (this includes state and federal bonds, MBS/RMBS, corporate bonds, agency, muni and ABS). (1/3)🧵

NEW ODD LOTS: Dangote Group episode @tracyalloway and I talk to 'How Africa Works' author @JoeStudwell about the rise of Dangote, the IPO of the refinery business, and why it's a landmark moment in the continent's economic developmental history

NEW ODD LOtS: How big tech companies totally missed their biggest backlash ever @tracyalloway and I talk to @jasminewsun about how an industry got completely blindsided by the datacenter opposition