Tracy Alloway

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

[Tracy Alloway @tracyalloway]

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.

https://t.co/EuCS0hpHAa by @sangmi_cha

[Travis Lundy 👹 @travislundyasia]

Anyone up for libations and possible snacks with @tracyalloway and @TheStalwart Weds 5:30pm Centralish, hit me up in DMs.

[Tanay Jaipuria @tanayj]

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.

[Joe Weisenthal @TheStalwart]

NEW ODD LOTS:

@tracyalloway and I talk to @branninmcbee co-founder of CoreWeave about demand trends, bottlenecks, chip moats and compute markets https://t.co/KtQptZ4Ayl

[Tracy Alloway @tracyalloway]

@kowenkatsufumi @TheStalwart I literally just described it to him and then he posted this.

[Tracy Alloway @tracyalloway]

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*.

[Tracy Alloway @tracyalloway]

@zzbar @TheStalwart @BloombergTV I have many times. (First visit was in the early 90s)

[Tracy Alloway @tracyalloway]

VIX spiking, SK Hynix down 20% since I wrote this

[Tracy Alloway @tracyalloway]

@PolarityRadio @InvertedMikey @TheStalwart 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...

https://t.co/sMJaZIPwEg

[Joe Weisenthal @TheStalwart]

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 https://t.co/dW2GNtCyZI

[Tracy Alloway @tracyalloway]

@kvassily @JamiePastore9 @travislundyasia Honestly he was the very first person I thought of for this - truly the perfect guest quiz master

[Tracy Alloway @tracyalloway]

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!

[Tracy Alloway @tracyalloway]

There are just a handful of tickets left, get yours here:

https://t.co/cYhOHZ71WB

[Tracy Alloway @tracyalloway]

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)

[Tracy Alloway @tracyalloway]

@PolarityRadio @InvertedMikey @TheStalwart 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...

https://t.co/sMJaZIPwEg

[Tracy Alloway @tracyalloway]

@PolarityRadio @InvertedMikey @TheStalwart No I love bringing it up because (to your point) it was one of those weird moments where there were plenty of warnings around and a bunch of people didn't listen to them.

https://t.co/7GlCNfkRqN

[Tracy Alloway @tracyalloway]

VIX curve inversion would be well and truly painful for $XIV.

[Tracy Alloway @tracyalloway]

@TheStalwart lean into it joe

[Rory Johnston @Rory_Johnston]

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.

[Tracy Alloway @tracyalloway]

Listen to the latest Odd Lots here:

https://t.co/p6IhCaEy9l

[Tracy Alloway @tracyalloway]

Goldman Sachs CEO David Solomon on how to get in touch with @elonmusk.

(It helps if you know him already of course)

[Joe Weisenthal @TheStalwart]

If you're in Hong Kong, I think there are literally like 10 seats left for our live Odd Lots trivia event next week. Don't end up being one of the people in my DMs asking to somehow get in on the day of it https://t.co/lL5oEgD6l0