Tracy Alloway
@tracyalloway.bsky.social
14K followers 460 following 87 posts
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
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tracyalloway.bsky.social
I roll my eyes a lot nowadays but I swear I was not doing it in this episode!
Reposted by Tracy Alloway
ninaecon.bsky.social
I was either going to write about the BLS firing or the Odd Lots profile, so I picked joy. Here's a piece on how Odd Lots (thank you @weisenthal.bsky.social
and @tracyalloway.bsky.social ) is one of the best institutionalist readings of the global economy going: open.substack.com/pub/ninaeich...
In praise of Odd Lots
Or, what else I love about the show profiled in the NYTimes on Sunday
open.substack.com
tracyalloway.bsky.social
Our blubber lawyer dragon is generous and benevolent
Reposted by Tracy Alloway
leofeler.com
It's not every day that @tracyalloway.bsky.social mentions you in her Odd Lots newsletter. I have officially peaked!

cc: my all-star co-authors @shaciogluhoke.bsky.social and Jack Chylak.

www.bloomberg.com/news/newslet...

Thanks @tracyalloway.bsky.social and @bloomberg.com for featuring our work.
Reposted by Tracy Alloway
paolobernardi.bsky.social
ODD LOTS @tracyalloway.bsky.social and @weisenthal.bsky.social on the data information loss. If you don't know everything is fine. www.bloomberg.com/news/newslet...
Reposted by Tracy Alloway
rlspang.bsky.social
I recently went to a fun little conference where most in attendance were central bankers & financial journalists; plus Chris Desan, P. Mehrling, B. Eichengreen and me (?!!). Here’s one of the panels in podcast form thanks to @weisenthal.bsky.social @tracyalloway.bsky.social
@bhgreeley.bsky.social
aldasoro.bsky.social
Check out the latest Odd Lots, featuring @rlspang.bsky.social, Stefan Ingves & yours truly, a recorded panel of a great conference on “how to write the biography of a currency” hosted by Harold James & @bhgreeley.bsky.social at Princeton in early May open.spotify.com/episode/3Bzs...
How Do We Define a Currency?
open.spotify.com
Reposted by Tracy Alloway
mihirpshah.bsky.social
We have reached Odd Lots singularity - hearing @tracyalloway.bsky.social talking about Bollywood while I’m mowing my suburban Atlanta lawn.

Yes, you should absolutely watch Mississippi Masala. And the real Bollywood superstar will always be Amitabh Bachchan.
Reposted by Tracy Alloway
weisenthal.bsky.social
NEW ODD LOTS:

@tracyalloway.bsky.social and I talked to longtime investment banker Scott Bok on how dealmakers, such as him, spread the gospel of global capitalism and shareholder value all around the world.

podcasts.apple.com/us/podcast/s...
Scott Bok on How Bankers Spread the Gospel of Capitalism
Podcast Episode · Odd Lots · 05/19/2025 · 53m
podcasts.apple.com
Reposted by Tracy Alloway
weisenthal.bsky.social
NEW ODD LOTS: @tracyalloway.bsky.social and I spoke to the CEO of clothing company MM Lafleur, about how the apparel industry works, and the existential threat from the tariffs on her business. podcasts.apple.com/us/podcast/a...
A US Clothing Brand On the Existential Threat From the Tariffs
Podcast Episode · Odd Lots · 05/09/2025 · 40m
podcasts.apple.com
Reposted by Tracy Alloway
Reposted by Tracy Alloway
weisenthal.bsky.social
THE ACTUALLY EXISTING WAR ON CHRISTMAS

@tracyalloway.bsky.social and I wrote jointly in the Odd Lots newsletter about the prospect of empty shelves and reduced variety, as retailers are handling holiday orders right now.

Sub here:

www.bloomberg.com/account/news...
Reposted by Tracy Alloway
ericblyler.bsky.social
Guys. I cannot recommend this episode enough if you’re remotely interested in what’s happening to the global economy right now, and get just a heroic dose of economics knowledge dropped on you by one of the best. h/t to @weisenthal.bsky.social and @tracyalloway.bsky.social for another banger.
Reposted by Tracy Alloway
weisenthal.bsky.social
MUST-READ

@tracyalloway.bsky.social does an autopsy of last week's basis trade blowout, and finds the causes more ominous than mere overleverage or illiquidity in the system.

Sub to the Odd Lots newsletter here: www.bloomberg.com/account/news...
tracyalloway.bsky.social
In the Lots More we did with Lev Menand to discuss this series, we did talk a lot about what happens to swap lines under Trump…
Reposted by Tracy Alloway
weisenthal.bsky.social
NEW ODD LOTS:

It's the return of Jim Chanos.

@tracyalloway.bsky.social and I talked to the legendary short-seller about the craziness of this week, plus some Elon, $NVDA, Medicare Fraud, private equity, and more.

podcasts.apple.com/us/podcast/j...
Jim Chanos on Who's Getting Caught Swimming Naked
Podcast Episode · Odd Lots · 04/12/2025 · 40m
podcasts.apple.com
Reposted by Tracy Alloway
weisenthal.bsky.social
NEW ODD LOTS:

@tracyalloway.bsky.social and I talked to Rob Kaplan, former Dallas Fed President, and Vice Chairman of Goldman Sachs about how the Fed will think about the tariffs

podcasts.apple.com/us/podcast/r...
Rob Kaplan on How the Fed Will Think about the Tariffs
Podcast Episode · Odd Lots · 04/10/2025 · 32m
podcasts.apple.com
tracyalloway.bsky.social
Thank you for watching/listening!