This week, Odd Lots examined how structural shifts are reshaping markets and industries across multiple fronts. From the pressures mounting on European manufacturers to the mechanics of insuring global trade during conflict, the episodes traced how geopolitical and financial forces are reshaping competitive landscapes. Meanwhile, conversations with Interactive Brokers' Thomas Peterffy and analysis of stock market fundamentals revealed how market infrastructure and macroeconomic currents continue to quietly determine winners and losers.
Episodes This Week
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