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
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Eva Dou, author of "House of Huawei," about the history, structure, and global impact of Huawei Technologies. The discussion covers Huawei's unique blend of capitalism and communist ethos, its competitive strategies against rivals...
This episode of "Targeting the Toughest Diseases," sponsored by Vertex Pharmaceuticals, focuses on Type 1 Diabetes. It features the story of Madison Carter, an investigative reporter who has lived with the disease since childhood, and Dr. Aaron Kowalski, CEO of JDRF, who shares the history and challenges of managing Ty...
In this episode of the Odd Lots podcast, Joe Weisenthal interviews Gappy Paleologo, Global Head of Quantitative Research at Balyasny Asset Management, about quantitative investing. Paleologo defines quantitative investing, differentiating between factors and themes, and explains his role at Balyasny, which involves dev...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Zichen Wang, the author of the Pekingnology Substack, about his experiences as a Chinese student in the United States and his perspectives on US-China relations. Wang discusses his decision to study at Princeton, the shifting poli...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Gillian Tett, a columnist for the FT and head of King's College at Cambridge, about complex financial products and the current state of the financial system. Tett discusses the genesis of her book "Fool's Gold," the role of credit...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Morgan Stanley housing strategist Jim Egan about the health of the American consumer and the housing market. They discuss the surprising resilience of consumer spending despite low sentiment, pockets of strain in consumer lending,...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Mackenzie Hawkins, a tech and geopolitics reporter, about the recent AI deals between American tech companies and Gulf nations, particularly focusing on AI infrastructure and data centers. The discussion revolves around the econom...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Stephen Miran, chair of the Council of Economic Advisors at the White House, about the state of the economy and current policy. They discuss topics such as recent CPI data, labor market dynamics, immigration policies, and the goal...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Ricardo Hausmann, a professor at the Harvard Kennedy School, about economic complexity, trade barriers, and industrial policy. Hausmann explains how trade barriers hinder the ability to combine knowledge and create complex product...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Vladislav Zubok, a professor at the London School of Economics, about his new book, "The World of the Cold War, 1945-1991." Zubok discusses the ideological battle between capitalism and socialism, the role of nuclear weapons, and ...
This podcast, "Everybody's Business," is introduced by co-hosts Stacey Vanek-Smith and Max Chafkin. They describe it as a weekly show covering business news and trends in an accessible way, aiming to make business news relevant to everyone. The hosts highlight that the podcast will feature various voices, including B...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Glenn Hickman, president of Hickman's Egg Ranch, about the current state of the egg market and the ongoing challenges posed by bird flu. Hickman details the devastating impact of recent bird flu outbreaks on his farms, leading to ...
In this episode of "Lots More," hosts Tracy and Joe interview Gene Seroka, the Executive Director of the Port of LA, to discuss the current state of imports and trade policy. Seroka reveals that import traffic is down, with fewer ships arriving and dock worker job openings decreasing. He attributes this to high tariff ...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Steven Fulop, the mayor of Jersey City and a candidate for governor, about housing production and affordability. They discuss Jersey City's success in increasing housing stock, the challenges of building affordable housing, and th...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Patrick McGee, an FT reporter and author of "Apple in China," about Apple's deep relationship with China's economy and manufacturing capabilities. The discussion covers the complexities of moving Apple's production from China to o...
In a special episode recorded live at Princeton University, the Odd Lots podcast hosts a panel discussion on defining currency. The panel features Iñaki Aldasoro from the Bank for International Settlements, Professor Rebecca Spang, and Stefan Ingves, former head of Sweden's central bank. The discussion explores money a...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Krishna Memani, CIO of the Lafayette College Endowments, about the concept of diversification in investment portfolios. They discuss the historical underperformance of diversified portfolios compared to concentrated investments in...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Michael Cembalest, Chairman of Market and Investment Strategy for JPMorgan Asset Management, about the dominance of AI in market valuations and its macroeconomic importance. They discuss the divergence in earnings growth between t...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Ronan Cosgrave, a partner at Albourne Partners, to delve into the intricacies of multi-strategy hedge funds, also known as pod shops. The discussion covers the differences between traditional 2 and 20 multi-strats and pod shops, f...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Zohran Mamdani, a New York State Assemblyman and candidate for mayor. Mamdani discusses his democratic socialist platform, focusing on making New York City more affordable through policies like rent freezes, expanding public housi...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
