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Odd Lots
Odd Lots
Bloomberg

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and... more

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Episodes

Jim Caron on the Market Selloff and the Fed's Historic Adjustment

On Wednesday, the Federal Reserve cut interest rates by 25 basis points as expected. But it also raised its inflation... more

20 Dec 2024 · 27 minutes
Nina Achadjian on What It Takes to Win in VC Right Now

The world of startup investing has undergone massive transformations amid the AI boom, changing capital markets, and an intense degree... more

19 Dec 2024 · 42 minutes
This Stove Company Wants to Change How the World Uses Energy

One of the minor culture wars in America has to do with electric stoves. To some, they're more energy efficient... more

16 Dec 2024 · 51 minutes
Tim Latimer on Solving the Financing Problem for Geothermal

Geothermal is a promising technology to provide clean, low-cost, baseload power to the electricity grid. It works by getting heat... more

13 Dec 2024 · 40 minutes
Why You Can't Get a One-Click Mortgage Refi

You can do a lot of things with the click of a button nowadays. You can get insurance, open a... more

12 Dec 2024 · 44 minutes
How the Hedge Fund Magnetar Is Financing the AI Boom

AI software and the hardware that enables it have been hugely popular investments this year. But there have still been... more

09 Dec 2024 · 49 minutes
Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era

In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capital as... more

06 Dec 2024 · 46 minutes
Nouriel Roubini's Vision for a New Safe Haven Asset

For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind this was simple:... more

05 Dec 2024 · 45 minutes
Goldman's Hatzius and Kostin on Markets and Macro in 2025

It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and investors. It... more

02 Dec 2024 · 53 minutes
Lots More on the Coming 20-Year Storm with Viktor Shvets

The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigration is a... more

29 Nov 2024 · 27 minutes
How Oaktree's Head of Sourcing Finds the Next Great Deal

When it comes to credit investing (or really any investing), there's an analytic art in deciding the right price to... more

28 Nov 2024 · 49 minutes
Inside the Blood Sport of Creditor-on-Creditor Violence

In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anything that would produce... more

25 Nov 2024 · 43 minutes
The Harvard Endowment Is on the Verge of Losing Its Crown

For years, the Harvard Endowment has easily been the largest endowment of any university. But as of right now, it's... more

22 Nov 2024 · 37 minutes
Odd Arne Westad on how China First Joined the Global Capitalist Economy

How did China become the economic behemoth that it is today? One pivotal moment was, obviously, it's ascension into the... more

21 Nov 2024 · 45 minutes
How Fraudsters Are Bilking the Government Out of Billions of Dollars

After his victory, Donald Trump announced that Elon Musk and Vivek Ramaswamy would be leading up a new Department of... more

18 Nov 2024 · 45 minutes
Beak Capitalism, Part 3: Un-Clucking the System

In the final episode of our special three-part series exploring the US economy through the chicken industry, we’re taking a... more

17 Nov 2024 · 34 minutes
Beak Capitalism, Part 2: The Chickenization of Everything

The Odd Lots team is analyzing the US economy through the lens of chicken. In this second episode of our... more

16 Nov 2024 · 36 minutes
Beak Capitalism, Part 1: Chickflation

Everybody loves chicken. And, it turns out, that this humble bird can tell us quite a lot about the way... more

15 Nov 2024 · 35 minutes
Richard Clarida on This Tricky Moment for the Federal Reserve

Last week the Federal Reserve opted to cut interest rates by 25 basis points, which was what the market expected... more

14 Nov 2024 · 43 minutes
Introducing: Beak Capitalism, presented by Odd Lots

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of... more

13 Nov 2024 · 1 minute
Can You Ever Actually De-Risk The Banking System?

Over the last roughly 15 years, we've seen a migration of certain types of risks outside of regulated deposit-taking banks.... more

11 Nov 2024 · 34 minutes
Max Read on how the Internet Got Infested With Garbage

There was a a point in time when Twitter used to be good for breaking news. Social media outlets like... more

08 Nov 2024 · 36 minutes
Harley Bassman on Trump, the Fed, and the Bond Market

The US election is over and Donald Trump has won a second term as president. Stocks have rallied on Trump's... more

07 Nov 2024 · 24 minutes
Odd Lots Live: What to Watch on Election Night and Beyond

It's Election Day in the US, so there's no need for any real explanation of what's at stake. Last night... more

05 Nov 2024 · 1 hour, 16 minutes
Listen Now: US Election Coverage on Bloomberg Podcasts

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night... more

04 Nov 2024 · 1 minute
Ezra Klein On the Legacy of Bidenomics

The Biden administration has overseen a revival of so-called industrial policy in a way that we haven't seen in years.... more

04 Nov 2024 · 41 minutes
What the Nuclear Power Revival Means for the Price of Uranium

There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of... more

01 Nov 2024 · 44 minutes
Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.

China is making steady progress in its quest to dominate key industries of the future, despite years of US tariffs,... more

01 Nov 2024 · 15 minutes
Years of Restrictions Didn't Slow China's Quest for Tech Dominance

In 2015, China identified several key industries of the future for which it aimed to compete at the technological frontier.... more

31 Oct 2024 · 42 minutes
Why Home Insurance in Florida Is a Mess

Florida has been struck by two big hurricanes this year, setting off a wave of damage and, of course, new... more

28 Oct 2024 · 43 minutes
Listen Now: The Deal with Alex Rodriguez and Jason Kelly

When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez and Bloomberg correspondent Jason... more

27 Oct 2024 · 1 minute
Lots More on the Ongoing Mess That Is Boeing

Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The company is facing a string... more

25 Oct 2024 · 21 minutes
How Banks and Private Credit Became the Best of Frenemies

By now, everyone knows that private credit is a hot market. What's less known is that banks want in on... more

24 Oct 2024 · 42 minutes
Why Mortgage Rates Went Up After the Fed's Big Cut

On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 basis points. Since... more

21 Oct 2024 · 35 minutes
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation

For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across... more

18 Oct 2024 · 50 minutes
Richard Koo and Zichen Wang on What Just Happened in China

In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and... more

17 Oct 2024 · 1 hour, 18 minutes
Apollo Explains How Big Tech Is Disrupting Credit Markets

Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and... more

14 Oct 2024 · 46 minutes
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content)

What if your contracts could be a roadmap to running your business – the first step in managing your relationships... more

13 Oct 2024 · 10 minutes
Austan Goolsbee on How This Cycle Turned Out To Be So Different

In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now changed. Keeping inflation at bay... more

11 Oct 2024 · 46 minutes
The Ultra-Rich Are Building a Separate World Here on Earth

In recent years, we've seen the emergence of cities whose main industry is that they're a great place to live... more

10 Oct 2024 · 45 minutes
The Math That Explains How Multi-Strategy Hedge Funds Make Money

Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a... more

07 Oct 2024 · 56 minutes
Lots More on the Ongoing Mess That Is Intel

The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest... more

04 Oct 2024 · 30 minutes
The Big Tax Hike Coming in Just Over a Year

In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts.... more

03 Oct 2024 · 49 minutes
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival

Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted.... more

30 Sep 2024 · 45 minutes
Lots More on Potentially Massive East Coast Port Strikes

Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports... more

27 Sep 2024 · 25 minutes
This Is How Industrial Policy Can Go Bad

Right now, industrial policy is back in vogue in the US. The administration is making an effort at reviving specific... more

26 Sep 2024 · 49 minutes
Ariel Investments' John Rogers on How You Can Still Win With Value Investing

These days if you talk to people about the stock market, they might talk to you about the effect of... more

23 Sep 2024 · 42 minutes
Lots More With Sam Ro on the Booming World of RIAs

The Future Proof Festival takes place right on the beach in Huntington Beach, California. Thousands of registered investment advisors from... more

20 Sep 2024 · 25 minutes
The Next Stage of the Credit Cycle with Oaktree’s Poli

This week, the Fed cut benchmark rates by 50 basis points. Lower financing costs should be a relief for companies... more

19 Sep 2024 · 47 minutes
Pimco CIO Dan Ivascyn on the Biggest Fed Decision in Years

It’s Fed Day, and while everyone expects the central bank to cut benchmark interest rates, the key question is by... more

18 Sep 2024 · 46 minutes
How Josh Brown Created A Financial Media Empire

15 years ago was a pivotal moment for financial media. On the one hand, we were in the midst of... more

16 Sep 2024 · 49 minutes
Security, Bookmarked: Finance (Sponsored Content)

Financial institutions have been a leading target for cyber crime since the dawn of the internet. But phishing schemes have... more

15 Sep 2024 · 22 minutes
Lots More With Isabella Weber on Draghi's EU Competitiveness Report

This week, former European Central Bank President and Italian Prime Minister Mario Draghi published a long-awaited report examining ways to... more

13 Sep 2024 · 31 minutes
Adam Tooze on the Big Misconceptions of the Chinese Economy

One of the big buzzwords over the last year or so has been "overcapacity." There's a constant line of argument... more

12 Sep 2024 · 49 minutes
US Trade Rep Katherine Tai Describes the New Era of Globalization

One of the rare areas of bipartisan consensus in the US right now, is on the need to change our... more

09 Sep 2024 · 56 minutes
The Booming Crypto Use Case That's Happening Right Now

Pretty much since the moment that cryptocurrencies came into existence, there's been a chorus of skeptics who argue that they... more

06 Sep 2024 · 51 minutes
How Hedge Funds Discover the Next Superstar Trader

One of the problems in investing or trading is that — to use a common disclaimer — past results are... more

05 Sep 2024 · 54 minutes
The Black Hole of Private Credit That's Swallowing the Economy

There's been a lot of talk about private credit in recent years. The market has exploded in size, and there... more

02 Sep 2024 · 54 minutes
Adam Posen on the Dangers of Jerome Powell's 'Rifle Shot' Jackson Hole Speech

Last week at Jackson Hole, Federal Reserve Chair Jerome Powell delivered a short and powerful speech indicating that it's time... more

30 Aug 2024 · 34 minutes
Hyun Song Shin on How Big the Yen Carry Trade Really Is

Remember August 5th? That was the day that markets around the world plunged in historic fashion and everyone became an... more

29 Aug 2024 · 38 minutes
Odd Lots
How Hedge Funds Discover the Next Superstar Trader
Odd Lots
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Description

One of the problems in investing or trading is that — to use a common disclaimer — past results are no guarantee... more