Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and... more
Multi-strategy hedge funds are still all the rage on Wall Street, but what does it actually mean to be a... more
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest... more
In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts.... more
Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted.... more
Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports... more
Right now, industrial policy is back in vogue in the US. The administration is making an effort at reviving specific... more
These days if you talk to people about the stock market, they might talk to you about the effect of... more
The Future Proof Festival takes place right on the beach in Huntington Beach, California. Thousands of registered investment advisors from... more
This week, the Fed cut benchmark rates by 50 basis points. Lower financing costs should be a relief for companies... more
It’s Fed Day, and while everyone expects the central bank to cut benchmark interest rates, the key question is by... more
15 years ago was a pivotal moment for financial media. On the one hand, we were in the midst of... more
Financial institutions have been a leading target for cyber crime since the dawn of the internet. But phishing schemes have... more
This week, former European Central Bank President and Italian Prime Minister Mario Draghi published a long-awaited report examining ways to... more
One of the big buzzwords over the last year or so has been "overcapacity." There's a constant line of argument... more
One of the rare areas of bipartisan consensus in the US right now, is on the need to change our... more
Pretty much since the moment that cryptocurrencies came into existence, there's been a chorus of skeptics who argue that they... more
One of the problems in investing or trading is that — to use a common disclaimer — past results are... more
There's been a lot of talk about private credit in recent years. The market has exploded in size, and there... more
Last week at Jackson Hole, Federal Reserve Chair Jerome Powell delivered a short and powerful speech indicating that it's time... more
Remember August 5th? That was the day that markets around the world plunged in historic fashion and everyone became an... more
When the Treasury market broke in March 2020, the Federal Reserve intervened in extraordinary fashion. It purchased more than $1... more
At Jackson Hole, Fed Chairman Jerome Powell gave a clear signal that the rate cut cycle is likely to start... more
This year’s Economic Symposium in Jackson Hole, Wyoming marked a big change for US monetary policy, with Federal Reserve Chairman... more
Every year, the Federal Reserve Bank of Kansas City hosts an economic symposium in Jackson Hole, Wyoming. It’s a chance... more
Synthetic risk transfers, in which banks purchase insurance-like protection on some of their loans, is a growing market on Wall... more
Political prediction markets — where traders can make bets on election outcomes — have been around for years. But in... more
The Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the... more
The past few years have thrown up a number of potential weaknesses in the American economy. There've been disruptions to... more
When it comes to financing the US government's borrowing needs, the Treasury Department has some discretion in how it's done.... more
Hasbro has been making toys for decades, including many classic favorites like G.I. Joe and My Little Pony. But in... more
There's a lot of hype around generative AI and many people have interfaced with ChatGPT, Claude, or Gemini at this... more
The S&P 500 has plunged more than 5% over the past couple of trading days. The Nasdaq 100 is down... more
The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month.... more
This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could cut as soon as... more
When it comes to chips for artificial intelligence, obviously the name that automatically comes to mind is Nvidia. The company... more
Vapes like Elf bars seem to be everywhere now. Meanwhile, Zyn nicotine pouches have become a huge seller for Philip... more
We've all seen headlines about the multi-million dollar properties being sold in Miami. Right now, there's a $135 million mansion... more
Multi-strategy hedge funds, also known as "pod shops," have become the hottest ticket on Wall Street. The business model is... more
There are several sources of tension right now between the US and China. Pure trade anxiety is a big one,... more
When people talk about the special role that the US dollar plays in the global economy, that's often characterized as... more
According to numerous estimates, the US is massively short of housing. Zillow, for instance, says America needs to build 4.5... more
One of the rare areas of bipartisan consensus in the US right now is taking a tough line on China.... more
James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He... more
Joseph Stiglitz is a Nobel Prize-winning economist known for his groundbreaking work on information gaps and risk-taking in markets. But... more
Modern Monetary Theory has gained prominence over the last several years by offering an alternative view on the constraints to... more
Lumber prices have tumbled dramatically in recent weeks, with benchmark futures falling about 20% in the past four months alone.... more
There aren't many advanced manufacturing success stories in Latin America. And globally, there aren't many companies that can build commercial... more
Brad Jacobs has made a career of starting, consolidating, and growing whole industries. He did a trucking company. He did... more
Does it feel to you like society has gone crazy? Well, you're not alone. There's a general view that all... more
Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic about the economy over the... more
From cars to toys to clothes, we're just used to seeing the label "Made In China" on all sorts of... more
The stock market has had a torrid run in 2024 despite the fact that interest rate cuts haven't materialized in... more
Everyone knows that the AI boom is built upon the voracious consumption of chips (largely sold by Nvidia) and electricity.... more
Virtually everyone, across the ideological spectrum, has the view right now that it's too hard to build things (or get... more
Throughout history, financial markets have struggled with the issue of borders. Borders create friction, add cost and cause headaches for... more
For much of this year, the S&P 500 has marched steadily higher while measures of stock market volatility, like the... more
A few lucky people have made generational wealth trading the ups and downs of the crypto market. And some finance... more
There's been a huge change in the market for nickel, which goes into everything from electric vehicles to steel. Indonesia... more
The company that Elon Musk is most known for, obviously, is Tesla. It's been extraordinarily successful and made him one... more
The rise of GLP-1 drugs, like Ozempic, is a potentially existential threat to the makers of salty, sugary, high-calorie snack... more
Kyla Scanlon has a great way of identifying the economic vibes, building up a massive TikTok following with videos about... more
Last year was a bad one for the US wind power industry, with lots of cancelled projects, writedowns, and an... more
What's the price of a hamburger? Well, it depends. Are you making the purchase on the spot? Did you order... more
Over the past two weeks, two New York City office buildings have become major talking points in the market for... more
The modern electricity grid is a weird thing. The delivery of electricity is a natural monopoly, for kind of obvious... more
The cost of solar has been plunging for years. Everyday there's a new headline about growing installation of renewables or... more
The gambling industry in the US has exploded in recent years, and suffused every aspect of sports consumption. You can... more
Remember GameStop? The poster-child for 2021's memestock mania recently surged almost 5x in a matter of days — and it... more
The Department of Justice and the Federal Trade Commission have taken an invigorated approach to antitrust under the Biden administration,... more
We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the... more
Multi-strategy hedge funds are all the rage right now. But there's also a lot of confusion about what exactly they... more
Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and... more
Pierre Andurand made his name trading oil and other energy-related assets, but wild swings in the price of cocoa have... more
This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions... more
There's a lot going on in currency markets and global trade at the moment. The Japanese yen has been falling,... more
Hugh Hendry says the world is brimming with risks right now, from Chinese deflation, to the strength of the US... more
The Federal Reserve has a lot of official statistics it can look at to try and gauge the state of... more
In 2022, Congress passed the CHIPS Act, which set aside tens of billions of dollars in loans and grants in... more
Breakthroughs in generative AI have created enormous opportunities for humans to learn from computers. We can use them to explain... more
In the past, the most expensive housing in any major city would be connected in some way to the economics... more
When most investors think of due diligence, they think of sifting through years of financial statements and crunching numbers to... more
AI is all the rage right now. There are billions of dollars now flowing into the space, with large and... more
Over the last year or so, probably every venture capitalist has become interested in artificial intelligence. So people are still... more
At the end of 2023, there was a lot of optimism that the US economy was on that glide path... more
On June 2, 2024, Mexicans will go to the polls to elect a successor to current President Andrés Manuel López... more
Over the last few years, users of the popular ADHD drug Adderall have been frustrated by regular shortages in getting... more
For years and years, utilities in the US haven't seen much growth in electricity demand. The economy is generally mature... more
The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Levine, “whose deadpan style mixes... more
In 2021 and 2022, the US economy experienced historic shortages of many different goods. All kinds of consumer, construction, and... more
A bunch of companies saw their share prices boom during the pandemic. Peloton surged because no one could go to... more
US imports from Mexico are surging. Former President Trump's tariffs on China, as well as the renegotiated USMCA treaty, have... more
Steve Eisman became a famous name in the investing world due to his prescient bet against the US housing market... more
When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stocks at the end... more
When it comes to the collapse in office real estate, there's a lot of focus on who owns the debt,... more
The cost of cocoa beans has surged to a record $10,000 per metric ton. That's expected to make chocolate more... more
Walk into a grocery store today and there are seemingly endless shelves of product to choose from. But behind all... more
On March 26th, a massive container ship called the Dali ploughed into Baltimore's Francis Scott Key Bridge, a major overpass... more
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed... more
AI is an incredibly exciting space, provoking both great wonder and fear. One of the big worries obviously is: What... more
Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers, about where... more
In recent years, we've seen home insurance premiums soar by historic amounts. Not only have prices gone up, but in... more
After Russia's invasion of Ukraine, the US took a number of extraordinary steps to cut Moscow out of the international... more
The United Arab Emirates recently unveiled a stunning $35 billion investment in Egypt, snapping up development rights in an area... more
Thanks to the blockbuster musical, Alexander Hamilton has become a modern cultural icon. He's known as an architect of the... more
Want some Doritos? For years, you might have only been able to get one or two snack chip flavors. But... more
The pharmaceutical space is characterized by extreme uncertainty. You never know what drugs are going to pan out. The lead... more
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren... more
Go to any deli or 7-Eleven these days and you're sure to see a gigantic, technicolor wall of beverages. There... more
The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs... more
We're coming up to the one-year anniversary of the collapse of Silicon Valley Bank, which sparked a fresh conversation about... more
This episode is for the birds — and one bird in particular. Flaco, an Eurasian eagle-owl, escaped from the Central... more
The Federal Reserve has a goal of getting inflation down to 2%. But of course, there are a lot of... more
The hedge fund industry has gone through multiple evolutions. Investing styles go in and out of fashion as market conditions... more
If you order something from Ukraine right now, be it a T-shirt or a vintage Christmas ornament, chances are it... more
Troubles at Boeing just keep piling up, along with existential questions about the company's future. Not only is Boeing enormously... more
The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the... more
Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies were saying about why... more
A little less than a year ago, the US financial system was rocked by its first major banking drama since... more
Back in 2016, Donald Trump campaigned on a platform that included a much harsher stance toward trade with China, and... more
US oil production has surged to an all-time record of more than 13 million barrels produced per day. But where's... more
The last week saw a major plunge in shares of New York Community Bancorp after the company revealed challenges in... more
We know that companies think carefully about where they open stores. They might look at things like how many people... more
In France, the Netherlands, Germany, and Poland, we've seen a wave of protests recently from angry farmers. So what's driving... more
Attacks on ships in the Red Sea continue to escalate. What started with narrow strikes by Yemeni-based Houthi militants against... more
It's a busy week for the bond market with a meeting of the Federal Reserve and the release of the... more
Today's episode is a special edition of Bloomberg's Big Take DC podcast, featuring an interview with our own Joe Weisenthal... more
This week on Lots More, we speak with Claudia Sahm, the former Federal Reserve economist and founder of Sahm Consulting,... more
There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is... more
For years, people have been talking about the end of US dollar dominance or how some other currency could usurp... more
The past few years have been pretty wild for anyone working in credit, the business of selling and trading corporate... more
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft... more
On Jan. 5, the plug door of an Alaska Airlines 737 Max 9 blew out mid-flight, forcing the plane into... more
In the early 2010s, US shale players were producing oil like crazy, with no concerns about profitability. Then the legs... more
A possible Chinese invasion of Taiwan has become a top-of-mind concern in defense and corporate circles in recent years. But... more
For anyone interested in investing in the health-care space, JPMorgan's annual Health Care Conference has become one of the most... more
Harley Bassman, a.k.a. the Convexity Maven, is a legend among bond investors. He worked at Merrill Lynch, where he invented... more
The mood about the US economy feels very different right now than it did a year ago. At the start... more
Private credit is now so big that it's rivaling more traditional forms of lending and fueling a debate about whether... more
A string of recent attacks by Yemen-based Houthi rebels on commercial vessels transiting the Red Sea to the Suez Canal... more
It's no secret that one of the fun things about Odd Lots is that it covers a lot of different... more
Brad Jacobs has founded multiple multi-billion dollar companies in his career. He turned United Waste into part of a major... more
On this episode, our listeners called in with their questions. They ranged from the personal, like "What happened with Tracy's... more
This time last year, almost everyone was predicting a recession would engulf the US economy in 2023. One of those... more
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want... more
When people think of publicly funded housing, they tend not to think about modern-looking apartments with all kinds of amenities.... more
This week was a huge one for the soft landing camp. The inflation data came in cool and the Federal... more
Sweetgreen, the popular fast food salad restaurant, recently announced that it was eliminating all use of seed oils, in favor... more
One of the defining brands of the 2010s was Drybar. The popular chain of blow dry salons helped define the... more
Both the Trump administration and the Biden administration made moves to constrain China's ability to build out an advanced homegrown... more
When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's not the... more
There's been a lot of worry over the future of commercial real estate — especially the outlook for office buildings... more
Argentina has always been interesting from an economic and financial markets perspective, to put it mildly. And it's gotten even... more
The rate banks pay on savings accounts hit the headlines earlier this year, when an outflow of deposits contributed to... more
Last month, a Missouri jury found that real estate brokers colluded to artificially inflate and fix their own commissions, and... more
Going into 2023, the conventional wisdom was that a recession was likely in store. Instead, it didn't happen. What we... more
Since bursting onto the scene in the mid-1990s, Magic the Gathering has become one of the most popular games of... more
The effort to decarbonize the US electricity grid involves a range of technologies and power sources. Solar is part of... more
It's no secret that the market for private credit has boomed in recent years. The surprising thing is that it... more
Michael Barr is a busy man these days. As the Federal Reserve's vice-chair for supervision, he's looking at ways of... more
Since becoming chair of the Federal Trade Commission, Lina Khan has arguably taken a novel approach to antitrust, one that... more
Back in 2020, we spoke with Maciej Wojtal, a London-based fund manager who specializes in Iranian stocks. This market is... more
Earlier this year, we saw the collapse of Silicon Valley Bank and Silvergate Bank following a run on deposits and... more
At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this... more
Finding good, high quality childcare has been a growing challenge in the US for a long time. The pandemic only... more
Dimensional Fund Advisors is one of the fastest growing providers of mutual funds and ETFs. It was founded in the... more
This special episode of Odd Lots was recorded live at the Bloomberg Screentime festival earlier this month in Los Angeles,... more
For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along and turned into... more
The US is taking a fresh look at nuclear power. After a dearth of construction, and de-commissioning of working nuclear... more
So far, the war between Israel and Hamas has had only a mild impact on world markets. Oil prices are... more
Mortgage rates have surged over the last couple of years. But surprisingly to some, actual home prices in the US... more
There remains a lot of anxiety over whether inflation in the US will gather steam all over again. Part of... more
When New York legalized recreational cannabis for adults, it didn't just want to fling the gates wide open for anyone... more
In the past week, the bond market has experienced a historic selloff. Yields on benchmark 10-year US Treasuries soared towards... more
Jigar Shah is the head of the Loan Programs Office at the Department of Energy and thanks to the Inflation... more
Can a soft landing be achieved? This is still a wide open question, given the highly uncertain macro environment. On... more
The US economy has so far withstood the effects of higher interest rates a lot better than expected. Unemployment is... more
For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast show, appearing on... more
The Federal Reserve has hiked rates in rapid fashion, yet the evidence of their impact is scarce. Inflation is still... more
When it comes to economics, there are a bunch of different schools to choose from, but pretty much all of... more
This year has seen a spate of insurance companies announcing that they're leaving markets like Florida and California, citing the... more
When the US auto industry needed a restructuring or bailout in 2009, the Obama administration tapped former banker and investor... more
When generations undergo any kind of collective life-changing event, it shapes how people think about money -- and how they... more
In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it more close. Yet... more
For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast show, appearing on... more
Last year, consumers around the country experienced an explosion in the price of eggs, in part due to an outbreak... more
Bill Gross became known as the Bond King during his legendary, multi-decade run at Pimco, eventually growing the company to... more
In some respects, the real estate market has been surprisingly resilient in the face of rising interest rates. Homebuilders have... more
A decade ago, there was a lot of hype about self driving cars. In fact, there was more interest in... more
Certain people claim that New York City has a reputation for... not having the best fruits and vegetables. This is... more
At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on... more
The Biden administration has undertaken an aggressive effort to revitalize domestic manufacturing, particularly in areas like semiconductors and green technology.... more
In recent years, the absolute level of government debt around the world has risen dramatically. The Covid emergency unleashed a... more
In the global financial system, US Treasuries play a special role. They’re basically as close to cash as a financial... more
On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City Fed Monetary Policy Symposium in... more
Bloomberg Surveillance comes to the Odd Lots podcast! Listen for a special edition of Bloomberg Surveillance from the Federal Reserve's... more
Tractor Supply Co. has grown from a small mail order business set up in the 1930s into the biggest farm... more
The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to... more
There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat... more
Why do some countries become rich while others stagnate? And can you predict which countries become wealthy in advance of... more
There have been a number of news stories lately that seem straight out of science fiction. We've heard claims before... more
Movie and TV productions have come to a nearly complete stop in Hollywood. Both the Screen Actors Guild and the... more
On September 14, the contract between the United Auto Workers and the Big Three carmakers (GM, Ford and Stellantis) is... more
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the... more
A key plank of the Biden administration's "Bidenomics" involves stronger antitrust enforcement and we've seen the White House empower agencies... more
When Silicon Valley Bank imploded, there was a lot of talk about the future of regional and community banks in... more
Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about... more
Artificial Intelligence is all the rage right now and most of the investor excitement has so far been focused on... more
We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies... more
Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity,... more
Due to a combination of drought, climate change and booming growth, Arizona is facing looming water scarcity. But for all... more
Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of debt can weigh... more
Big cities like New York have two real estate problems. Housing is scarce and office buildings are empty (or at... more
President Biden recently made it clear that what we're seeing play out in the economy now is the result of... more
Every industry is trying to figure out just how AI or Large Language Models can be used to do business.... more
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published... more
When the pandemic struck in 2020, the actor Ben McKenzie (who you might know from The OC and Gotham) had... more
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to... more
Saudi Arabia has been spending hundreds of millions of dollars snapping up international soccer stars in recent months, including legendary... more
We're used to thinking of modern finance as practically synonymous with computers. Banks are basically just big collections of Excel... more
De-dollarization is all the rage right now, with lots of talk about whether the US currency will be able to... more
Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis in a trade... more
There are all kinds of societal concerns emerging out of the rise of artificial intelligence. Will it put us all... more
There's a lot of frustration about the government's ability to build things in the US. Subways. Bridges. High-speed rail. Electricity... more
A lot has happened since we last spoke to Brad Setser in April 2020, towards the beginning of the Covid-19... more
Earlier this year, Odd Lots talked about the idea of companies taking advantage of bottlenecks and other disruptions to raise... more
If you think interest rates seem high right now, you might be operating with too short of a perspective. For... more
Earlier this year, it emerged that the London Metals Exchange had been holding a bunch of bags filled with stones... more
The US government is spending billions of dollars to build out state-of-the-art domestic semiconductor manufacturing capacity. But spending money is... more
Stewart Butterfield has been at the forefront of two epochal turning points for tech. First, he was the co-founder of... more
In 2011, then-Vice President Biden had a front row seat to a bruising debt ceiling standoff between President Barack Obama... more
There's a lot of discussion these days about de-dollarization and whether the US dollar will lose its standing as the... more
A couple of years ago, it was an amazing time to have a truck or be a trucker. The goods... more
We're still in the middle of a "crypto winter" with the price of coins well off their highs from back... more
Terry Duffy is the chairman and CEO of CME Group, the world's biggest derivatives exchange and a trading behemoth whose... more
Coming soon: When nerdy gamer Sam Bankman-Fried rocketed to fame as the world’s richest 29-year-old, he pledged to donate his... more
The 2010s saw the rise of a number of digital media startups like BuzzFeed News, Gawker Media, Vice, Business Insider... more
The Federal Reserve has hiked rates rapidly over the last 18 months, and yet inflation remains surprisingly high. Perhaps what's... more
Nobody knows for sure who is going to make all the money when it comes to artificial intelligence. Will it... more
Disruptions caused by the pandemic have revealed deep flaws in our supply chain for physical goods. Certain market failures that... more
Some supply chain crises are acute. A bottleneck at the ports. A shortage of semiconductors. These can get fixed, to... more
There's been a lot of discussion about the possibility of "de-dollarization," or the idea that the world could move away... more
The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities,... more
Marijuana has been legalized in a number of places in the US now, but what New York is trying to... more
In some respects, selling legalized cannabis should be like many other consumer goods business. You make a product people recognize... more
New York City has long been seen as a holy grail for the legal weed industry, with millions of potential... more
Over time, we expect the world to get richer. Yes, there are disruptions and setbacks (and we have seen several... more
In August of last year, the White House signed the CHIPS and Science Act of 2022, a bipartisan effort to... more
In the last month or so, two macro risks have become top of mind for investors. One is the stability... more
Nassim Taleb has never been shy about expressing his viewpoints on a wide range of topics. But lately he's been... more
For the most part, being a landlord, particularly in a major city, has been a good business to be in.... more
New York City has long been seen as a holy grail for the legal weed industry, with millions of potential customers. And... more