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 podcast episode, the hosts explore Kamala Harris's economic priorities and how they align with Bidenomics. They discuss the broader implications of changing economic dynamics, particularly concerning China's influence and the state of domestic manufacturing. The conversation reveals the internal contradictions ...
In this podcast episode, Bob Brackett, head of Americas Energy Transition at Bernstein Research, explores the intricate world of the uranium market. His insights shed light on uranium's critical role in the energy transition, the factors driving its pricing, and the geopolitical influences affecting energy markets. The...
In this podcast episode, we delve into China's Made in China 2025 plan, tracing its decade-long quest for technological dominance and self-reliance. The conversation highlights the strategies the US has employed to counter China's progress, especially in the semiconductor sector, while considering the wider implication...
In this podcast episode, the discussion centers on the intricacies of China's "Made in China 2025" initiative, rooted in President Xi Jinping's vision for national growth. Experts Gerard DiPippo and Rebecca Choong Wilkins explore how this industrial strategy seeks to establish China as a leader in ten key advanced tech...
This podcast episode explores the intricate landscape of Florida's insurance market with insights from expert Jerry Theodorou. While the market isn't entirely "broken," it grapples with serious challenges, including high litigation rates, the influence of reinsurance, and the effects of tort reform. The conversation di...
In this podcast episode, get ready for an exciting sneak peek into the new season of "The Deal," hosted by Alex Rodriguez and Jason Kelly. They’ll introduce a stellar lineup of guests, showcasing legends from the world of sports alongside influential business leaders. With enticing audio clips from interviews featuring...
In this podcast episode, aerospace expert Richard Aboulafia joins the conversation to dive into Boeing's troubling situation, which serves as a microcosm of the broader issues affecting American capitalism. The discussion highlights Boeing's pressing need to improve its production capabilities, particularly for the 737...
This podcast episode explores the rapidly growing private credit market, valued between $2.5 and $3 trillion, and how it is transforming the banking industry. Expert Huw van Steenis discusses the regulatory environment that has inadvertently fueled this growth, resulting in complex collaborations between banks and priv...
In this podcast episode, Tom Graff, a mortgage bond market expert, explores why mortgage rates don't directly track with Treasury yields. He emphasizes the crucial role of refinancability in mortgage bonds and explains concepts like negative convexity along with the various market dynamics influencing mortgage rates. G...
In this episode, Meb Faber, co-founder and CIO of Cambria Investment Management, emphasizes the importance of global diversification, innovative investment strategies, and tax efficiency in today's investing landscape. He challenges the common belief that investing mainly in the S&P 500 is the best approach by examinin...
This podcast episode explores the economic challenges facing China, particularly the recent shift in policy aimed at addressing slow growth, a struggling real estate market, and weak consumer spending. Richard Koo shares valuable insights on the crucial role of fiscal policy in addressing balance sheet recessions, whil...
In this podcast episode, the discussion focuses on the changing credit market, especially the opportunities emerging at the crossroads of technology and traditional finance. Featuring insights from Rob Bittencourt of Apollo, the episode explores how tech companies are actively participating in credit markets, transform...
In this podcast episode, we explore how generative AI is transforming contract management. Highlighting Sirion's innovative methods for automating contract redlining and leveraging IBM’s conversational search technology, the discussion offers valuable insights for effective implementation. The episode demonstrates how ...
In this podcast episode, economist Austan Goolsbee dives into the current state of the economy, examining the effects of recent Fed rate cuts and the importance of maintaining a long-term perspective on economic trends. He emphasizes the need to avoid overreacting to short-term changes in employment and inflation, espe...
In this podcast episode, Atossa Araxia Abrahamian, the author of "The Hidden Globe: How Wealth Hacks the World," explores the complex issue of wealth concealment through free ports, offshore havens, and clever legal strategies. She discusses how free ports have transformed from simple trade hubs into tools for tax avoi...
In this podcast episode, we explore the intricate world of multi-strategy hedge funds and examine their impressive returns. Dan Morello, a quant expert, shares his insights on how quantitative analysis can enhance fundamental investing. The conversation underscores the significance of disciplined decision-making, effec...
In this podcast episode, we explore Intel's ongoing challenges, including its risky strategies, decline in market share, and significant setbacks in the fast-growing AI sector. The discussion emphasizes the impact of government support, particularly the Chips and Science Act, and how it relates to Intel's future and U....
This podcast episode dives deeply into the evolving landscape of nuclear power, emphasizing its resurgence due to new economic incentives and the pressing energy needs of society. Jigar Shah outlines how government initiatives like the Inflation Reduction Act are providing critical support for nuclear infrastructure, m...
This podcast episode delves into the intricacies of government intervention in labor strikes, the impact of record trade volumes amidst tariffs and economic downturns, and the contentious debate surrounding port automation. The hosts highlight how ocean carriers wield significant pricing power, likened to a cartel, par...
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