This week, Odd Lots examined how markets and politics are reshaping simultaneously, from the structural bets flowing into complex financial instruments to the electoral shifts rippling across major economies. The episodes span the mechanics of Wall Street's $300 billion structured notes boom alongside analysis of pivotal political moments in the U.S. and Brazil, revealing how policy uncertainty and voter sentiment are reshaping both portfolios and macroeconomic outlooks. Together, they paint a picture of a market environment where traditional hedges may be failing and political outcomes are becoming as consequential as Fed decisions.
Episodes This Week
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Other Weeks
This Week in Odd Lots (Oct 26 - Nov 1, 2026)
3 episodes · Oct 26 – Nov 1
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3 episodes · Sep 21 – Sep 27
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4 episodes · Sep 14 – Sep 20
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4 episodes · Sep 7 – Sep 13
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3 episodes · Aug 24 – Aug 30
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3 episodes · Aug 17 – Aug 23