Odd Lots
Channel Details
Odd Lots
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
Recent Episodes
1267 episodes
Austan Goolsbee Is Worried the Economy Is Overheating
Inflation remains high and the 2% target is farther away than it was this time last year. There are signs all over that the economy is overheating — t...
Kansas City Fed President Jeffrey Schmid on the First Jackson Hole of the Warsh Era
We are back in Jackson Hole! And this year's Federal Reserve Bank of Kansas City symposium on monetary policy might be one of the most interesting edi...
The Nigerian Industrial Behemoth That Could Reshape the African Economy
Earlier in August, it was reported that Nigeria's Dangote Refinery secured a $1 billion underwriting for its upcoming stock market listing, which is s...
Jasmine Sun on What the AI Industry Got Wrong About the Public Backlash
Within the AI industry, even the builders of it have been very anxious about the technology. They've talked for years about its potential to create de...
Nick Bostrom on What Happens if AI Solves All of Our Problems
The philosopher Nick Bostrom was one of the first thinkers who mapped out the existential risk of AI. In his 2014 book, Superintelligence: Paths, Dang...
What the OpenAI-Hugging Face Hack Really Tells Us About AI Danger
Scenarios that used to be the domain of sci-fi writers are coming true. We have machines that can talk. We have machines that are capable of ignoring...
A Historic El Niño Is Coming That Could Cost the World Trillions
Every few years, weather nerds and agriculture analysts will talk about an upcoming El Niño, and then they mostly pass by with relatively few headline...
Trucking Is Booming Again, And Drivers Aren't Happy About It
In the last year, freight companies have seen a significant upturn in the business. Volumes are up. Billing is up. And in addition to growing demand,...
NYT CEO Meredith Kopit Levien on Running a Media Brand in the Age of AI
In the last decade, the New York Times has remade itself many times over. It has done that through acquisitions (The Athletic, Wirecutter, and the eve...
Introducing: Our Town
Our Town from Bloomberg’s Big Take podcast follows residents of Gainesboro, Tennessee, after a group of far-right Christians moves in with plans for a...
How a Sardine Gets From the Ocean to a Can
Just a decade ago, tinned fish was hardly a premium product. Most Americans likely associated cans of tuna with thrift. But that has changed a lot in...
Brad Setser on the US's Unusual Japanese Yen Intervention
Last week, the US joined forces with Japan to try to stop the yen’s slide. It’s the first time the two sides have intervened in the Japanese currency...
The Tungsten Market Is Warning of an Upcoming War
Bloomberg Opinion columnist David Fickling tells us you can think of tungsten mining as “a century old prediction market for war.” As he writes in a r...
Why Private Credit Got Entangled With Insurance
Insurers have quietly become a major driver of the private credit boom, with numerous private equity shops striking deals with insurance companies or...
How the Iranian Economy Actually Works
After the Iranian Revolution of 1979, the country's new leaders — religious and political — promised to redistribute the country's wealth and made mov...
Branko Milanovic on What Comes After Globalization
It's pretty obvious by now that globalization has fallen out of favor. And while many pundits have deemed economic globalism dead, we are still figuri...
How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)
Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for fin...
How Franchise Restaurants Opened the Door to the Gig Economy
When the fast food industry began booming in the 1950s, it did so via a new business model known as the franchise. This model allowed independent oper...
Why Apple Is Heading Into a Pivotal Moment
There used to be a time when the latest product release from Apple was a huge deal. But lately, it's been kind of 'meh,' and a lot of the hype in the...
The Creator of Claude Code on The Hottest Piece of Software in the World
2026 has been, in terms of software, the year everyone is talking about Claude Code. Indeed, Anthropic's coding agent incited a market scare — and hel...
Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread
Last August, President Trump made the unprecedented choice of moving to fire Fed governor Lisa Cook. The administration claimed she was being terminat...
Why Soccer Analytics Works Like Volatility Arbitrage Trading
American sports fans have long been comfortable talking in the language of stats and analytics. Soccer embraced the 'moneyball' revolution later; the...
NY Governor Kathy Hochul on Her One Year Data Center Moratorium
On July 14, New York Governor Kathy Hochul announced a one-year moratorium on new large data center projects in the state. It's the nation's first suc...
Why AI Might Actually Create More Work for Lawyers
It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerica...
The Korean Levered ETFs Shaking Markets All Around the World
Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amoun...
One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending
We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction...
These Are the Sharps Actually Making Money on Prediction Markets
Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevanc...
How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food
In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their...
What Dan Wang Saw on His Last Trip to China
There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material p...
Baidu's CFO on How It Became a Full-Stack AI Player
In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own...
How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no...
Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right
The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year...
How the 1994 World Cup Transformed the Business of Football Forever
The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial s...
Grace Shao on What the World Should Know About Chinese AI
China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being...
How Substack Creators Are Covering This Strange Markets Era
We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam...
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme questions about exis...
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a...
The Iran War’s Lasting Scars Across Asia
An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forc...
Carmen Li's Plan to Build a Futures Market for Compute
When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working...
Anjney Midha's Plan to Radically Lower the Price of Compute
Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z....