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 linktr.ee/tracyalloway New York Joined February 2009-
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A 1,000+ acre rezoning for a $14B data center project was just shot down in AZ. On a recent Odd Lots podcast, Brian Janous (ex-Microsoft top energy lead) talked about how future data centers are expected to receive more pushback from cities. @TheStalwart @tracyalloway
A 1,000+ acre rezoning for a $14B data center project was just shot down in AZ. On a recent Odd Lots podcast, Brian Janous (ex-Microsoft top energy lead) talked about how future data centers are expected to receive more pushback from cities. @TheStalwart @tracyalloway
After last year’s heatflation comes this year’s sogflation. There will be many more extreme weather events to come. We need a new kind of emergency economics to avoid erratic cycles of shocks and sellers’ inflation.
ICYMI - A surge in Texas power prices for August suggests another summer of heavy electricity demand — and potential grid strain. August power prices for Dallas have jumped to $168.70 a megawatt-hour, the highest level in five years for this time of the year, and an 82% premium…
Good morning from Pablo and his spring garden.
NEW ODD LOTS: The separate real estate market that's just for the ultra rich. @tracyalloway and I spoke to @hitsamty about the market for insanely $$ homes in places like Miami, Dubai, NYC, where prices got completely disconnected from the local market. bloomberg.com/news/articles/…
There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
There are few who know more than @bauhiniacapital about the yen, the MoF's mechanisms for signaling intervention or Japanese institutional flows. Great thread
BONUS ODD LOTS AN EX-CIA OFFICER EXPLAINS HOW TO SPOT A LIE IN BUSINESS @TheStalwart and I first heard about Phil Houston from billionaire Brad Jacobs, who said that he works with the former CIA polygrapher as part of his due diligence for potential acquisitions. So we invited…
Why did so many hunter gatherer groups around the world nearly-simultaneously and in an unconnected way develop agriculture? This has been a kinda problematic question in human prehistory. It may have been solved... by an economist? Studying the economics of... Earth's orbit?
Our @wolfejosh joined @tracyalloway & @TheStalwart on Bloomberg's Odd Lots podcast 🎙️ to talk about the next wave of cutting-edge tech for: 🤖 AI in the physical world aka robotics 🧪 AI x bio 🛠️Maintenance technologies bloomberg.com/news/articles/…
NEW ODD LOTS @TheStalwart & I speak to Lux Capital’s @wolfejosh about when we’re gonna see a ChatGPT moment of robotics, and what excites him in AI and tech right now. bloomberg.com/news/articles/…
BONUS ODD LOTS: @tracyalloway and I talked to Richmond Fed President Tom Barkin in Mt. Airy, NC about his macro outlook and why he's not too worried about the hotter-than-expected inflation prints we've seen so far in 2024. bloomberg.com/news/articles/…
There’s a brewing crisis in the semiconductor supply chain that no one is talking about. For years, the race we all hear about is to lower and lower node sizes. China (SMIC) decided that competing on this was a fools errand. They are currently flooding the market with 28nm…
NEW ODD LOTS: AMLO's Legacy And Mexico's Upcoming Election @tracyalloway and I had a great conversation with Bloomberg's @andreanavarror about the successes and failures of AMLO and the challenges his likely successor Claudia Sheinbaum will face bloomberg.com/news/articles/…
NEW ODD LOTS: How American Workers Got Hooked on Adderall @tracyalloway and I had a blast getting to talk to @_danielle_carr about what this popular drug actually does. And the historical and market forces that turned it into a workforce staple. bloomberg.com/news/articles/…
personal spending on books
personal spending on books https://t.co/xVdVodN3j4
Odd Lots trip to Waffle House
Hulk is not wrong.
Joe Weisenthal @TheStalwart
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486 Followers 2K Following Razzle dazzle drazzle drone // member @machinistsunion // he/himAI is to Taiwan what GLP-1 is to Denmark
Taiwan's economy grew 6.5% in Q1 bloomberg.com/news/articles/…
“Giving away dollars for 89 cents” turned out to be right. PERFECT guest. @tracyalloway @TheStalwart
@s86CoffeeDev @TheStalwart @tracyalloway You're re to One Hyde Park I presume- a bit different. That falls more into the One57, 220 CPS breed of buildings in established ultra-prime markets such as Manhattan and London. What's different here is those "markets" are blending w others in Dubai, Aspen etc.
Finance Minister of an EM country that has no bonds outstanding, rated BB- and is about to issue a new bond that will be index elligible.
If the guy running the company says this then you’re not an investor you’re a charity.
@TheStalwart @tracyalloway @hitsamty Great episode. This is in Vancouver and not quite Dubai levels yet, but impressive for Canada instagram.com/reel/C6RjlMTxJ…
After last year’s heatflation comes this year’s sogflation. There will be many more extreme weather events to come. We need a new kind of emergency economics to avoid erratic cycles of shocks and sellers’ inflation.
@tracyalloway There's nothing like a little fresh salad in the morning...
@tracyalloway Oliver does the same as well as the leash. 😀
@tracyalloway Pablo is eating grass. bearish for freshpet
he's part cow
Good morning from Pablo and his spring garden.
@tracyalloway With the infamous Attenborough voice over: “the tulips and weeds are no match against the garden gremlin‘s insatiable appetite…soon the entire area is devoid of vegetation”
@tracyalloway OK but what does Pablo say about interest rates?
@tracyalloway Pablo is a grass feed cow, sometimes it barks, it's allergic to spring pollen 😂😂😂