With Bloomberg you get the story behind the story, the story behind the global birth rate,

behind your EV batteries environmental impact, behind sand. Yeah, sand, you get context.

And context changes everything. Go to Bloomberg.com to get context. Hello and I'm Tracy Allowette.

Tracy you know we're right.

Hello and welcome to another episode of the Odd Lots Podcast.

I'm Joe Wiesenthal.

And I'm Tracy Allowit.

Tracy, you know we're right in the middle of one of my favorite times of the year.

Do you know what that is?

Uh, Super Bowl? I don't know. It's not the Super Bowl. It was the Super Bowl last night.

Yeah. For those listening, we're recording this the day after the Super Bowl. I didn't even watch it and from what I understand it was really boring,

so I guess I didn't miss out in anything.

I mean it is February but February is now one of my favorite times of the year because the weather is pretty miserable.

No we are in the middle or maybe slightly later part of the middle of earning season.

What makes you like earning season so much?

Well so for those who don't know and probably everyone does, most companies report their earnings four times a year and they tend to cluster over the

span of a few weeks.

And so much of the time we talk macro, we talk about the Fed, we talk about trade, inflation, economic data, whatever, and then every once in a while we get to pause and actually hear from the companies themselves and really get a sort of a corporate perspective on how things are going.

And of course from an investor perspective this is what really matters because you could sort of have these broad movements and other times the year,

but if you want to know how sort of specific investment

in companies are doing, this is when you glean

the most as sort of raw information.

...