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
The podcast explores the complexities of the natural gas market amid geopolitical tensions, particularly focusing on the impact of the war in Iran and potential disruptions to supply chains. Bob Brackett, Managing Director and Senior Research Analyst at Bernstein Research, offers insights into the dynamics of natural g...
The podcast explores the complexities of missile warfare and defense procurement, particularly in the context of the ongoing conflict with Iran. It highlights the challenges of estimating arsenal sizes and the scarcity of resources. Tom Karako, Senior Fellow and Director of the Missile Defense Project at CSIS, emphasiz...
The podcast explores China's energy strategy amidst global geopolitical tensions, particularly focusing on the implications of the war with Iran. Erica Downs, a senior research scholar at Columbia University, provides insights into China's energy relationships, strategic petroleum reserves, and the role of "teapot refi...
The podcast explores the intersection of cyber warfare, AI, and national security, questioning traditional assumptions about cyberattacks and their impact. Matt Suiche, founder of ONDB and a cybersecurity expert, discusses how cyber warfare is evolving, particularly with the integration of AI and the emergence of new t...
The podcast explores the current surge in fertilizer prices and its potential impact on food production, especially in light of geopolitical tensions. It highlights how a potential US-Israeli conflict with Iran could disrupt fertilizer supplies during the critical spring planting season. Bloomberg Intelligence analyst ...
The Odd Lots podcast explores the potential for a major oil shock resulting from escalating conflict in Iran, particularly focusing on the possible closure of the Strait of Hormuz. Rory Johnston, founder of Commodity Context, joins the hosts to discuss the surprising market reaction and the possibility of oil prices re...
The conversation revisits Robinhood's efforts to tokenize private company equity, addressing concerns from companies about unauthorized trading of their shares. Robinhood CEO Vlad Tenev explains the evolution of their approach, now focusing on gaining company consent and introducing the Robinhood Ventures Fund One (RVI...
The podcast explores the impact of AI on markets, finance, economics, and the media industry, questioning whether AI valuations are justified and if AI companies will dominate all sectors. The conversation addresses the market's rapid shifts from euphoria to doomerism, influenced by pieces like a viral Substack post pr...
The podcast explores the disruptions in global shipping and supply chains caused by escalating tensions in the Strait of Hormuz. It highlights the surge in war risk insurance premiums, with potential increases of 10x to 30x, and discusses how this affects the flow of commodities like aluminum, fertilizers, and oil. Exp...
The conversation with former Goldman Sachs CEO Lloyd Blankfein centers on globalization's cyclical nature, technological risks, and wealth allocation. Blankfein reflects on globalization's ebbs and flows, noting how attitudes toward Russia and China have shifted over time. He emphasizes that technology poses a signific...
The Odd Lots podcast explores the intricacies of high-frequency trading (HFT) with Donald Mackenzie, a sociology professor at the University of Edinburgh. The discussion centers on how HFT firms exploit market structures, particularly the speed advantages gained through proximity to exchanges and technological advancem...
Bloomberg This Weekend serves as a comprehensive news and analysis platform designed to bridge the gap between the work week and the weekend. The program provides a dual-layered approach to current events: Saturday segments focus on retrospective analysis by placing the past week’s market fluctuations and global events...
The Odd Lots podcast explores the market's reaction to Citrini Research's AI "doom scenario" piece and the broader implications of rapidly advancing AI capabilities. The conversation centers on whether AI's exponential growth could disrupt white-collar jobs and destabilize the financial system. James van Geelen, founde...
The podcast explores the complexities of tariff refunds following the Supreme Court's decision to strike down certain tariffs. Ryan Petersen, founder and CEO of Flexport, provides insights into the practical aspects of moving goods and the potential chaos of paperwork and bureaucracy involved in the refund process. He ...
The high cost of construction in New York City is investigated, focusing on factors beyond just labor costs. Elizabeth Crowley and Michael Capasso explain how insurance costs, particularly due to New York's scaffold law, contribute significantly to project expenses, often exceeding costs in other states by 500%. Delays...
The Odd Lots podcast explores the business of consumer packaged goods, specifically focusing on tomato sauce. Alison Roman, a cook, author, and grocery store owner, discusses her journey into the tomato sauce business, driven by a desire for a product that met her specific taste preferences and quality standards. She h...
The podcast explores the intellectual history of economics, contrasting neoclassical thought with earlier classical political economy and heterodox approaches. It challenges the notion of the economy as a pre-political, self-regulating system, arguing instead that political decisions and legal frameworks profoundly sha...
The trend of companies staying private longer and the dynamics between private and public markets are explored. David George, head of the growth fund at Andreessen Horowitz (A16Z), discusses the reasons behind this trend, including deeper and more liquid private capital markets, and structural challenges in the public ...
The podcast explores the recent downturn in software stock valuations, dubbed the "SaaSpocalypse," and questions whether AI-driven code generation poses an existential threat to software companies. Jared Sleeper, a partner at Avenir, discusses how investors often lack a deep understanding of software products, contribu...
The conversation centers on the surging demand for memory chips, particularly DRAM, driven by the rapid expansion of AI technologies. Ray Wang, an analyst at SemiAnalysis, explains how the imbalance between supply and demand is due to underinvestment in DRAM capacity during the COVID-19 pandemic and the shift towards H...
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