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 Tracy Alloway and Joe Weisenthal interview Steven Englander, Global Head of G10FX Strategy at Standard Chartered, about the dynamics driving movements in the bond and currency markets. The conversation covers the divergence between JGB and UST yields, the factors influenci...
This episode explores the evolution and future of dealmaking on Wall Street, featuring Scott Bok, former CEO of Greenhill & Company, who shares insights from his book "Surviving Wall Street." The discussion begins with an examination of the value investment bankers bring to M&A, including providing market timing advice...
This episode explores the complexities of the U.S. economy amidst uncertainty, particularly focusing on the impact of tariffs and the Federal Reserve's policy responses. Atlanta Fed President Raphael Bostic discusses his less resilient outlook for the economy, emphasizing that uncertainty is weighing on consumers and b...
This episode explores the current state and future trends of the oil industry, focusing on profitability, investment, and technological advancements. Against the backdrop of fluctuating oil prices and geopolitical tensions, the discussion begins by assessing the industry's ability to generate profit at current price le...
This episode explores the concept of "exorbitant privilege" associated with the U.S. dollar's role in the global financial system, questioning whether it's a net positive or negative for the country. Against the backdrop of historical context, specifically the Nixon shock of 1971, the discussion revisits theories about...
This episode explores the intricacies of the gold coin market, blending historical context with contemporary investment strategies. Against the backdrop of rising gold prices and market volatility, Philip Diehl, former US Mint Director and current president of US Money Reserve, elucidates the factors that drive coin po...
This episode explores the dynamics of technological innovation in China, contrasting it with the American model and examining the role of government policy. The conversation begins by highlighting the rapid pace of China's economic and technological transformation, suggesting that its "hardware" advancements have outpa...
This episode explores the impact of potential tariffs on the clothing and textile industry, particularly focusing on the experiences of M.M.LaFleur, a women's workwear company. The conversation begins with an overview of M.M.LaFleur's design and sourcing process, highlighting the importance of fabric selection and the ...
This episode explores the complexities of the trade relationship between the U.S. and China, particularly focusing on the impact of tariffs and potential future scenarios. Against the backdrop of increasing trade tensions and a new tariff regime, the discussion questions why China chose to retaliate against the U.S., d...
This episode explores the potential impacts of tariffs on the computer hardware industry, particularly gaming hardware, focusing on the complexities of the global supply chain and the challenges companies face in adapting to trade policy changes. Against the backdrop of newly imposed reciprocal tariffs, Steve Burke fro...
This episode explores the recent significant appreciation of the Taiwanese dollar against the US dollar and its implications for global financial flows, revisiting a previous discussion on the role of Taiwanese life insurance companies in purchasing US treasuries. Against the backdrop of a weakening US dollar post-Apri...
This episode explores the parallels between the current enthusiasm for AI and the dot-com boom of the late 90s, featuring Henry Blodgett, founder of Insider, as a guest. The conversation begins by drawing similarities between the AI sector and the internet boom, noting the influx of investment capital and subsequent ex...
This episode explores the concept of "marketcraft," defined as policymakers harnessing private markets to achieve public goals. Against the backdrop of a historical analysis of American economic policy, the discussion reveals a long-standing, bipartisan practice of government intervention in shaping markets, often in r...
This episode explores the global pulse and grain trade, focusing on Canada's dominant role and the challenges posed by fluctuating international trade policies. Against the backdrop of the Canadian federal election and its implications for US-Canada relations, the conversation centers on Murad Al-Katib, CEO of AGT Foo...
This episode explores the evolving landscape of university endowment investing and the challenges faced by institutions like Yale in navigating current market conditions. Against the backdrop of recent market volatility and concerns about private credit, the discussion centers on the experiences of Joe Dowling, Blackst...
This episode explores the challenges facing the collection of high-quality economic data, specifically focusing on the declining response rates and rising costs associated with surveys conducted by the Bureau of Labor Statistics (BLS). Against the backdrop of decreasing response rates in surveys like the Current Popul...
This episode explores the dramatic volatility in the bond market during April 2025, particularly the events of April 9th. Against the backdrop of this unusual market activity, the hosts interview Ira Jersey, Chief Global Interest Rate Strategist for Bloomberg Intelligence. More significantly, the discussion delves int...
This episode explores the current state of the financial markets, focusing on the impact of recent volatility and the strategies employed by various market participants. Against the backdrop of the "Liberation Day" market events, the discussion centers on the experiences of hedge funds and the significant shifts in mar...
This episode explores the potential impact of escalating tariffs on the US economy, specifically focusing on the disruption of supply chains and its effect on consumer prices. Against the backdrop of already implemented tariffs and the uncertainty surrounding future trade policies, the discussion centers on the plummet...
This episode explores the escalating US-China trade conflict, framed as a potential "war" rather than a mere trade dispute. Against the backdrop of a seemingly positive market reaction to a statement by Treasury Secretary Scott Besant, the hosts and guest delve into the complexities of the situation. More significantl...
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