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
This episode explores the rising cost of a bacon, egg, and cheese sandwich and a cup of coffee in the U.S., examining how various economic factors contribute to this increase. Against the backdrop of inflation, the podcast delves into the significant impact of avian influenza on egg prices, doubling their cost in a yea...
This episode explores the successes and challenges of the CHIPS and Science Act, a US initiative to boost domestic semiconductor manufacturing. Against the backdrop of concerns about US reliance on foreign chip production and the impact of shortages, the interviewee, a former director of the CHIPS program office, deta...
This episode explores the evolving global economic order and the shifting dynamics of US foreign policy, particularly concerning trade and the role of the dollar. Against the backdrop of the current geopolitical climate, the discussion centers on Martin Wolf's insights into the complexities of the international financ...
This episode explores the crippling effect of economic uncertainty on businesses and the broader economy in 2025. Against the backdrop of rapidly shifting US economic policies, the interview highlights the challenges faced by executives in making crucial business decisions, such as factory construction or hiring, due ...
This episode explores the persistent failure of the Pentagon to pass an annual audit, despite its massive budget. Against this backdrop, the hosts interview Julia Gledhill, a researcher at the Stimson Center, to understand the complexities of Pentagon auditing. More significantly, the discussion reveals that the fail...
This episode explores the potential legal and market ramifications of unconventional actions the Trump administration might take regarding U.S. sovereign debt. Against the backdrop of discussions surrounding a hypothetical "Mar-a-Lago Accord" involving debt swaps, the conversation delves into the surprisingly flexible...
This episode explores the shifting global economic landscape and the end of the long-standing "US exceptionalism" trade in markets. Against the backdrop of a 15-year period where US assets consistently outperformed, the hosts and guest, Ozan Tarman (Vice Chair of Global Macro at Deutsche Bank), discuss whether this tr...
This episode explores the realities behind the often-sensationalized headlines concerning rare earth metal shortages and China's export restrictions. Against the backdrop of trade tensions and recession fears impacting commodity markets, the hosts interview Javier Blas, a commodity expert, to debunk common misconcepti...
This episode explores the challenges and complexities of reshoring manufacturing to the United States, specifically focusing on the experiences of Impulse Labs, a US-based manufacturer of high-tech electric stoves. Against the backdrop of government initiatives aimed at reindustrializing American manufacturing, the dis...
This episode explores the week's significant stock market movements, focusing on the performance of specific companies within the S&P 500. Against the backdrop of market volatility, the discussion highlights Newmont, a gold mining company, as the top performer, reaching its best week since 1998 due to gold's role as a ...
This episode explores the implications of recent market downturns and the changing landscape of several key sectors. Against the backdrop of a market correction, the conversation centers on the performance of short sellers, who are experiencing outsized returns after a prolonged period of underperformance. More signif...
This episode explores the potential for a recession in 2025, despite the recent easing of trade tensions between the US and China. Against the backdrop of fluctuating market conditions and the impact of tariffs, Neil Dutta, of Renaissance Macro, maintains his recession prediction, arguing that underlying economic pro...
This episode explores the multifaceted challenges facing the Federal Reserve in navigating current market turbulence and trade tensions, particularly the potential for a stagflationary scenario. Against the backdrop of significant market volatility and uncertainty surrounding new tariff policies, the hosts interview Ro...
This episode explores the unexpected market reactions to the Trump administration's economic policies in 2025, specifically focusing on the significant shifts in global capital allocation. Against the backdrop of surging markets initially driven by tax cuts and deregulation, the hosts and guest, Viktor Shvets, highligh...
This episode explores the impact of new tariff announcements on US-Mexico trade, specifically within the trucking and logistics industry. Against the backdrop of ongoing trade tensions between the US and China, the discussion centers on the uncertainty surrounding the future of USMCA and its implications for cross-bord...
This episode explores the impact of newly implemented tariffs on global trade and the US economy, specifically focusing on the shipping and logistics industry. Against the backdrop of rising tariffs, the discussion centers on Ryan Petersen, CEO of Flexport, who provides insights into the practical implications of these...
This episode explores the phenomenal growth of Tether, the world's largest stablecoin, and the controversies surrounding it. Against the backdrop of Tether's unexpected success, reaching $144 billion in issued tokens, CEO Paolo Ardoino discusses the company's strategy and future plans. More significantly, the convers...
This episode explores the implications of the Trump administration's new tariff announcements on the global economy. Against the backdrop of already volatile markets, the unexpected announcement of widespread tariffs, calculated using a seemingly arbitrary formula, triggered immediate sell-offs and retaliatory measures...
This episode explores the significant market reaction to the announcement of new tariffs by the President. Against the backdrop of Liberation Day, the unexpected scale of these tariffs—affecting not only China but also allies—caused a 4.8% drop in the Nasdaq. More significantly, the discussion analyzes the potential c...
This episode explores the enduring relevance of the 2008 financial crisis and the challenges of preventing future crises. Against the backdrop of a growing population with no personal experience of 2008, the discussion centers on the importance of institutional memory and the need for readily available crisis intervent...
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