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 potential threat to the independence of US federal agencies, particularly the Federal Reserve, against the backdrop of a conservative legal movement seeking to curtail the power of independent agencies. The discussion centers on a Supreme Court case concerning the firing of FTC commissioners,...
This episode explores the shifting global economic landscape and the anxieties of the wealthy elite, particularly concerning the rise of China and the decline of US dominance. Against the backdrop of geopolitical uncertainty and the potential for a significant repricing of US assets, the conversation pivots to the impa...
This episode explores the parallels between the late 1990s telecom bubble and the current AI boom, focusing on the massive infrastructure investment driving both. Against the backdrop of the Telecommunications Act of 1996, which spurred deregulation and competition, the conversation delves into the rapid growth of digi...
This episode explores the acquisition of Beacon Roofing Supply by Brad Jacobs' QXO company, a significant $11 billion all-cash deal in a relatively quiet year for M&A activity. Against the backdrop of a subdued market due to broader economic uncertainty, this blockbuster transaction stands out. More significantly, the ...
This Odd Lots podcast episode interviews Jim Millstein, a debt restructuring expert, about the potential implications of a hypothetical "Mar-a-Lago Accord" involving US debt restructuring. The discussion analyzes the accord's proposed mechanisms—using tariffs and NATO security as leverage to induce foreign debt holder...
This Odd Lots podcast episode features an interview with Charlie McElligott, a Nomura strategist, discussing recent market volatility and the factors contributing to it. The conversation begins with a review of the previous week's market events, focusing on the concept of "negative gamma" and its impact. McElligott e...
This Odd Lots podcast episode features a debate on the Jones Act, a US law requiring goods shipped by water between US points to use US-built, crewed, and flagged vessels. The debate includes arguments for (economic and national security benefits, job creation) and against (high shipping costs, hindering domestic trad...
This Odd Lots podcast episode features an interview with Andrew Ferguson, the new FTC chair appointed under the Trump administration. The conversation centers on antitrust policy, exploring the differences and commonalities between the Biden and Trump administrations' approaches. Ferguson discusses his "conservative ...
This Odd Lots podcast episode explores the history of papal prediction markets, beginning in Renaissance Rome. The interview with Ryan Isakow details how these markets functioned, involving various participants from aristocrats to brokers, and the information ecosystem that fueled them. Isakow discusses the 1591 papa...
This Odd Lots podcast episode interviews Kevin Erdmann, an expert on housing markets, to discuss the ongoing housing shortage in the US. The conversation begins with a review of past housing crises and explores Erdmann's theory that post-2008 lending restrictions, intended to prevent another bubble, are a major cause ...
This Odd Lots podcast features an interview with Cathie Wood, CEO of ARK Invest, discussing her investment strategies and outlook on technology. The conversation covers her views on AI's impact, the potential of robotaxis, and the current market sell-off, particularly in the tech sector. Wood expresses optimism about ...
This Odd Lots podcast episode interviews Tim Opler, a managing director in healthcare investment banking, about the rise of China's biotech industry. The discussion begins with an explanation of the biotech ecosystem and the manufacturing processes for small molecules versus biologics (including the surprising use of ...
This Odd Lots podcast episode discusses the impact of the new Trump administration's cuts to the National Institutes of Health (NIH) budget. The hosts interview Carole LaBonne, a professor of molecular biosciences, who details the consequences of capping indirect costs and freezing grant programs, including potential ...
This Odd Lots podcast episode interviews George Saravelos, head of FX Research at Deutsche Bank, to analyze the significant shift in European fiscal policy, particularly in Germany, spurred by perceived threats from the Trump administration. The discussion begins with an overview of the dramatic increase in German bond...
This Odd Lots podcast episode features an interview with Nobel Laureate Eugene Fama and David Booth, founder of Dimensional Fund Advisors, discussing their new documentary "Tune Out the Noise" about the birth of modern finance. The conversation covers the Efficient Markets Hypothesis (EMH), the role of data in investm...
This Odd Lots podcast episode features an interview with Ray Dalio, founder of Bridgewater Associates, discussing his new book, "How Countries Go Broke." The conversation centers on the mechanics of large debt cycles, using historical examples and economic models to illustrate how debt crises develop and the potential...
This podcast episode of "Lots More" discusses recent economic trends and the impact of potential government policy changes. The hosts and guest analyze the slowing economy, focusing on indicators like initial jobless claims, housing starts, and 10-year Treasury yields. Jon Turek, an expert guest, highlights the uncer...
This Odd Lots podcast episode discusses the evolving geopolitical landscape and its impact on markets, focusing on the US-Europe relationship and the rise of AI. The hosts interview Jared Cohen and George Lee from the Goldman Sachs Global Institute, exploring the implications of a perceived weakening of Europe's geopo...
This Odd Lots podcast episode discusses the hypothetical "Mar-a-Lago Accord," a potential future agreement impacting the global monetary system. The interview with Jim Bianco explores the accord's potential goals: weakening the trade-weighted dollar to boost US manufacturing competitiveness and shifting the burden of ...
This Odd Lots podcast episode interviews Ben Gilbert and David Rosenthal, co-hosts of the Acquired podcast, about their approach to analyzing successful companies. The discussion explores the unique characteristics of highly successful companies, emphasizing the role of founder leadership, institutional knowledge, and...
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