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
Joined February 2009
- Tweets 24,693
- Following 4,812
- Followers 209,965
- Likes 26,799
5,474 Photos and videos
Tracy Alloway retweeted
Jun 12
My many worlds and interests have just collided
Upon hearing @TheStalwart and @tracyalloway on Odd Lots discussing hay prices, I immediately called up the ops manager for our hauling business to explain why a customer paid us north of $5,000 to transport a load of hay from the Midwest to the Northeast!
We've been scratching our heads for a while to understand why that load was worth the transport costs.
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Tracy Alloway retweeted
Jun 12
NEW ODD LOTS
The 20-year old college student who’s building the “Bloomberg for hay”
@tracyalloway and I talk to @aidenjohnsonn_, the co-founder of HaywireAG, a burgeoning media and data empire bringing transparency and insight the hay market open.spotify.com/episode/1uO…
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Jun 12
I was asked to do a Bloomberg restaurant review after coming back to Hong Kong for the first time in four years, so I wrote about my undying love of Nam Kee:
bloomberg.com/news/newslette…
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Tracy Alloway retweeted
Jun 11
WHY THE PRICE OF TOMATOES IS GOING BANANAS
On the new Odd Lots, @tracyalloway and I talk to Baldor’s SVP of Procurement and Merchandising Jacob Krempel about how a combo of drought and tariffs caused the tomato market to go nuts open.spotify.com/episode/6hy…
Why Tomatoes Are the Most Expensive They've Been in Four Decades
Odd Lots · Episode
open.spotify.com 25
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Jun 12
Had a blast at the Odd Lots Hong Kong quiz last night, our first ever outside of New York!
Thank you to everyone who came and competed (it was close!) and to all those at Bloomberg and Soho House who made it happen!
See you next year!
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Tracy Alloway retweeted
Jun 11
ODD LOTS x HK
The team here graciously asked me and @tracyalloway to take over their weekly newsletter.
I did a Q&A with a local poker champ. And @tracyalloway wrote a restaurant review.
And together we wrote about the CSI 300
Read it al here:
bloomberg.com/news/newslette…
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Jun 11
The smart money is worried about all the AI companies that are being thinly built on top of foundational models that they don’t actually control:
aijourn.com/the-ai-bubble-is…
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Jun 10
Trouble in leveraged single-stock ETF land, with one of the SK Hynix ETFs falling 27% as the underlying stock jumps 16%.
This is (just) one of the smaller ones.
bloomberg.com/news/articles/… by @sangmi_cha
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Tracy Alloway retweeted
Anyone up for libations and possible snacks with @tracyalloway and @TheStalwart Weds 5:30pm Centralish, hit me up in DMs.
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Tracy Alloway retweeted
Jun 8
A Spanish La Liga club (likely Osasuna) facing potential relegation placed a bet against itself on Kalshi, hedging the financial hit of dropping down a tier.
They survived on the final day. Susquehanna was on the other side of that bet and pocketed over $1M.
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Tracy Alloway retweeted
Jun 8
NEW ODD LOTS:
@tracyalloway and I talk to @branninmcbee co-founder of CoreWeave about demand trends, bottlenecks, chip moats and compute markets open.spotify.com/episode/7LY…
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Jun 8
Leveraged ETFs pegged to Asian AI/chip stocks grew from $11 billion at the start of the year to $65 billion, per Nomura.
Korea approved something like 16 new leveraged ETFs the week before last *alone*.
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Jun 8
VIX spiking, SK Hynix down 20% since I wrote this
Jun 4
Actually, on a related note, I wrote about the boom in single-stock ETFs and the impact on options and underlying share prices. If things start going in the other direction, then watch out for the vol...
bloomberg.com/news/newslette…
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Tracy Alloway retweeted
Jun 5
NEW ODD LOTS
It’s the rerun of @iaindunning
From our live show in NYC, @tracyalloway and I talk to @WeAreHRT’s head of AI on the insane leaps they’re seeing in model capabilities and the trading firm’s hunt to find places to plug in their GPUs open.spotify.com/episode/4Qm…
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Jun 5
Very excited to announce that our guest quiz master for the OddLots trivia night in Hong Kong will be none other than @travislundyasia
You’ve got just under a week to prepare!
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Jun 5
If you’ve ever met Travis in person (or heard him in his multiple Odd Lots appearances), you’ll know he’s basically a walking special situations encyclopedia who’s forgotten more about Asia event risk than most of us will ever learn (except I don’t actually think he’s ever forgotten anything)
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Jun 5
There are just a handful of tickets left, get yours here:
events.bloombergevents.com/e…
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Tracy Alloway retweeted
Jun 3
Chinese seaborne crude imports now down ~50% from pre-war levels, according to latest Kpler tracking.
Beijing doing more to balance the Hormuz-starved oil market than the rest of the world combined and no one knows exactly how long they can—or are willing to—keep it up.
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Jun 4
Goldman Sachs CEO David Solomon on how to get in touch with @elonmusk.
(It helps if you know him already of course)
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