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Odd Lots

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

Episodes

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Tom Barkin on Why Central Banking Is on Hard Mode Now

25 Aug 2025
28m
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In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Richmond Fed President Tom Barkin from Jackson Hole. They discuss the balance between employment and inflation risks, interpretations of Jerome Powell's speech, and the impact of tariffs on various sectors, particularly in North C...

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Why Austan Goolsbee Is Still Concerned About Inflation

23 Aug 2025
34m
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This podcast episode of Odd Lots features an interview with Chicago Fed President Austan Goolsbee, recorded at Jackson Hole before a speech by Powell. The conversation revolves around the current state of the economy, with a focus on inflation, labor market revisions, and the implications of tariffs. Goolsbee shares hi...

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Lots More on What Just Happened With the Fed at Jackson Hole

22 Aug 2025
18m
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This podcast episode, titled "Lots More," features a conversation between hosts Tracy and Joe, and guest Mike McKee from Bloomberg TV, focusing on the key takeaways from Jay Powell's speech at Jackson Hole. They discuss the surprising dovish tone of the speech, the Fed's new framework, and the impact of Trump's fiscal ...

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Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole

21 Aug 2025
50m
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In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Jeff Schmidt, president of the Kansas City Fed, to preview the annual Jackson Hole Economic Symposium. They discuss the symposium's theme, "Labor Markets in Transition, Demographics, Productivity and Macroeconomic Policy," and del...

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This Is What Happens When a Startup Dies

20 Aug 2025
46m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview David Johnson, a managing principal at Resolution Financial Advisors, about the insolvency world and what happens when startups fail. Johnson explains the various alternatives to bankruptcy, such as Chapter 11 restructuring and Ch...

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Lessons From A Sovereign Wealth Fund in the United States (Correct)

18 Aug 2025
46m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Marcus Frampton, CIO, and Deven Mitchell, CEO, of the Alaska Permanent Fund. The discussion centers around the fund's history, its investment strategies, and its role in Alaska's economy, including the dividend program for residen...

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Housing Is a Problem Even in a State With Declining Population

16 Aug 2025
52m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway explore the complexities of Alaska's housing market with guests Jimmy Ord, Director of Research and Rural Development, Daniel Delfino, Director of Planning and Program Development, and Stacy Barnes, director of government relations and publ...

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Lots More With Skanda Amarnath on This Moment in Macro

15 Aug 2025
29m
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In this episode of Odd Lots More, Joe and Tracy are joined by Skanda Amarnath to discuss the complexities of the current macro environment, focusing on the recent PPI report and its implications for inflation. They explore the potential for the Fed to cut rates in September, the impact of tariffs and deficits on inflat...

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The Investors Who Think Hazelnuts Will Be the Next Pistachios

14 Aug 2025
42m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Burton Flynn and Ivan Nechunaev from Terra Nova Capital about the hazelnut market. The conversation begins with a discussion about the Dubai chocolate trend and its impact on pistachio prices, then shifts to a deep dive into the h...

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How to Move Freight Across the Icy Roads of Alaska

13 Aug 2025
38m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Josh Norum, the president and owner of Sourdough Express, a trucking company based in Alaska. They discuss the unique aspects of trucking in Alaska, including the types of goods transported, the challenges of the environment, and ...

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What an Alaskan Furniture Company Tells Us About Tariffs

11 Aug 2025
34m
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In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Dave Cavitt, CEO and founder of Furniture Enterprises of Alaska, about the furniture business in Alaska. Cavitt discusses the unique challenges and considerations of selling furniture in Alaska, including high shipping costs due t...

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Mary Daly on Why Alaska Is a Leading Indicator for the US Economy

08 Aug 2025
1h 13m
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In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Mary Daly, the San Francisco Fed President, in Anchorage, Alaska. They discuss the unique economic landscape of Alaska, which Daly describes not as a single economy but as a series of economies, some of which operate almost entire...

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Joseph Torigian on Xi Zhongxun and Elite Chinese Communist Party Politics

07 Aug 2025
44m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Joseph Torigian, a research fellow at Stanford's Hoover Institution and author of "The Party's Interests Come First: The Life of Xi Zhongxun, Father of Xi Jinping." The discussion explores the life and influence of Xi Zhongxun, th...

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Bill Beach on How Trump Just Politicized US Economic Data

04 Aug 2025
24m
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In a recent episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal discuss the implications of recent revisions to the jobs report and the controversial firing of the head of the Bureau of Labor Statistics (BLS). They bring on Bill Beach, former Commissioner of Labor Statistics, to provide insights int...

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The AI Industry Is Becoming Like Professional Sports

04 Aug 2025
52m
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In this episode of the Odd Lots podcast, co-hosts Joe Weisenthal and Tracy Alloway explore the escalating talent war in the AI industry with guests John Coogan and Jordi Hays, co-hosts of TBPN. They discuss the "sportsification" of tech, where individual AI researchers are receiving massive compensation packages akin t...

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How to Make Money Selling Pizza in New York City

02 Aug 2025
49m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway explore the economics of selling pizza in New York City. They interview James Shields and Alex and Evan Xenopolous, co-founders of Xeno's Pizza and owners of Oxford Cafe, discussing topics such as the impact of the pandemic, cost management...

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What an LA Bakery Says About the Economy Right Now

01 Aug 2025
47m
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In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Andy Kadin, the owner of Bub & Grandma's, a bakery in Los Angeles. They delve into the economics of the baking business, discussing commodity costs, labor issues, and distribution challenges. Kadin shares his journey from advertis...

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Circle's CEO on the Booming Business of Stablecoins

31 Jul 2025
49m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Jeremy Allaire, the co-founder and CEO of Circle Internet, the company behind USDC, the second-largest stablecoin. The discussion revolves around the business model of stablecoins, the regulatory landscape, particularly the GENIUS...

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This Is How Chinese Manufacturers Are Countering Trump's Trade War

28 Jul 2025
48m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Cameron Johnson of Tidalwave Solutions about the state of Chinese manufacturing and its response to US trade policies. The discussion covers the impact of tariffs on supply chains, the shifting of lower-quality production to count...

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How a Trade War With China Could Become a Hot War

26 Jul 2025
59m
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In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Dale Copeland, a professor of international politics at the University of Virginia, about the relationship between trade wars and hot wars. Copeland introduces his theory of "dynamic realism," arguing that trade can lead to either...

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