Odd Lots
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Odd Lots
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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What War in Iran Means for China's Teapot Oil Refineries
In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to C...
Legendary Hacker Matt Suiche on Cyberwar in the Age of AI
We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran lau...
War in Iran Is Creating a Fertilizer Crisis Like Never Before
We all know that the war with Iran has sent oil prices spiking. But it’s also pushing up the cost of all sorts of chemicals, including fertilizers lik...
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even...
Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything
Last year, we had Robinhood CEO Vlad Tenev on the podcast to talk to us about his company's plans to tokenize shares of private companies. The idea is...
Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI
A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a do...
Lots More on the Seaborne Chaos Around the Strait of Hormuz
With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anyth...
Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet
Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it thr...
How the Speed of a Trade Got Down to Nearly the Speed of Light
The average person can enter a stock trade on their computer, hit refresh, and the trade is done. As fast as that seems, there are professional trader...
Introducing: Bloomberg This Weekend
'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Sat...
James van Geelen on His Viral AI Doom Scenario
Something very unusual happened in the market in the last week of February. It sold off, in part, thanks to an article on Substack. James van Geelen i...
The Scramble Is On for Businesses to Get Their Tariff Refund Checks
Earlier this month, the Supreme Court ruled that Trump's "Liberation Day" tariffs were illegal. And now basically every importer who paid those tariff...
How Insurance Costs Make NYC Construction So Expensive
It's hard to imagine New York City becoming significantly more affordable as long as it remains so expensive to build things. Whether we're talking ab...
Alison Roman's Plan to Conquer the Tomato Sauce Market
Alison Roman is a cult figure in the world of food media. She's written multiple hit cookbooks and several of her recipes have gone viral. And her new...
Jamee Moudud on the Intellectual Roots of Zohranomics
NYC Mayor Zohran Mamdani has certain ideas that make mainstream economists' head explode. Anything in the ballpark of rent control, specifically, is w...
A16Z's David George on How Private and Public Markets Fused Into One
This year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course,...
Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"
The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will...
Ray Wang on How AI Is Causing DRAM Prices to Surge
For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and p...
The Sixth Bureau, Episode 1: Your Friend From Nanjing
It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center o...
Why Adam Posen Thinks Inflation Will Surge Back to 4%
The future is always tough to predict, but generally when it comes to inflation, a lot of the debate is about how long it will take the Federal Reserv...
New CFTC Chairman Michael Selig on How to Regulate Prediction Markets
We are rapidly entering a world in which there are odds on virtually everything. During the recent Super Bowl, the big prediction market platforms did...
Ricardo Hausmann Explains How the Venezuelan Economy Collapsed
Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past...
Evolving Money: The Tokenization Tipping Point (Sponsored Content)
In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, priva...
Lots More With Charlie McElligott on This Week's SaaSpocalypse
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenl...
How a Former Fed Vice-Chair Is thinking About the Next Fed Chair
The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some inte...
This Is How The US Can Become a Player in Rare Earth Metals
China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare...
The Surprising Similarity Between the US and Chinese Internets
In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would b...
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power al...
Lots More With Skanda Amarnath on the Risks of Kevin Warsh
Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split amon...
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so...
What It's Like to Do Big Ag Business in Venezuela and Ukraine
The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going to...
What It Takes to Build One of the World's Biggest Banks
One of the mega-themes of the economy is that the big keep getting bigger. You see it in technology, where the megacap software companies are outperfo...
Blackstone's Michael Zawadzki on How Private Credit Got so Big
We talk all the time about private credit. And we increasingly talk about it from the perspective of the AI buildout, and how all of these datacenters...
Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade
Earlier this week, we saw something unusual happen in markets. The S&P 500 fell 2%, US Treasury yields rose, and the dollar simultaneously declined. T...
Why the Tech World Is Going Crazy for Claude Code
In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latt...
Lots More on the Protests and Financial Crisis in Iran
One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually...
How to Make Money From the Booming Demand for Energy
One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going...
The Fight Over Fed Independence Just Got Taken To a Whole New Level
Even before Trump's victory in 2024, it was becoming clear that the Fed would come under political pressure like never before. The first year of the n...
Cullen Roche on the Art of Building a Perfect Portfolio
For a long time, you could make plenty of money and sleep easy at night with a simple 60/40 portfolio. You put 60% of your money in stocks and 40% in...
Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine
In some sense, the arrest of Maduro is nothing unusual. For over 200 years, the US viewed the entirety of the Western hemisphere as its legitimate dom...