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
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Travis Kavulla, VP of Regulation at NRG, about the complexities of the US electricity grid and the impact of new demands like AI data centers. They discuss the challenges of balancing regulated grid costs with commodity costs, the...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Itamar Dreschsler, a finance professor at Wharton, about the credit card industry. They discuss why credit card interest rates are so high, dissecting the various revenue streams for credit card issuers, including interest from re...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Harvard Professor Graham Allison about the Thucydides Trap and its implications for the US-China relationship. Allison explains the historical context of the Thucydides Trap, where a rising power (China) instills fear in a ruling ...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Ray Dalio, the founder of Bridgewater Associates, to discuss his perspective on global macro trends and the forces shaping the world economy. Dalio shares his five big forces: money, debt, markets and economics, wealth differences...
Joe Weisenthal and Tracy introduce "Risky Business," a podcast from Pushkin Industries hosted by Nate Silver and Maria Konnikova. They highlight Nate's background as the founder of FiveThirtyEight and a political analyst, and Maria's as a PhD in psychology and a New York Times bestselling author. Both are also high-sta...
The Odd Lots podcast episode features an interview with Bill Bullard, CEO of R-CALF USA, discussing the rising beef prices in the US. The conversation explores the historical context of cattle and beef pricing, the impact of industry consolidation, and the role of imports. Bullard explains how the market has shifted, w...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Boston Fed President Susan Collins at the Boston Fed's 69th economic conference. They discuss the U.S. economy within a changing global landscape, near-term monetary policy, and the balance between concerns about inflation and pot...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview economist Tyler Cowen about the impact of AI on the economy, labor markets, and culture. They discuss why AI hasn't had the revolutionary impact many predicted, the challenges legacy organizations face in adopting new technologies...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway discuss the potential political ramifications of AI with guest Saagar Enjeti, co-host of Breaking Points. They explore the growing bipartisan concerns surrounding AI's impact on labor markets, electricity prices, and overall societal contro...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Wiesenthal interview Jeff Gundlach, founder and CEO of DoubleLine Capital, about his concerns regarding the treasury and credit markets. Gundlach expresses worries about the financing of long-term treasuries due to inflationary policies and the increa...
In this episode of the Odd Lots podcast, Joe Weisenthal and Tracy Alloway discuss the current volatile market conditions, including concerns about tech valuations, the possibility of an AI bubble, and the uncertain outlook from the Federal Reserve. They interview Dirk Willer, head of global macro strategy at Citi, abou...
The Odd Lots podcast episode features a discussion between Joe Weisenthal, Tracy Alloway, and guest Paul Kedrosky about the AI boom and the significant capital expenditure on data centers. They explore the potential for AI CapEx to be both a strength and a weakness for companies, the financing structures involved, and ...
In this episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal interview Cliff Asness, co-founder and CIO of AQR, to discuss the increasing irrationality in financial markets over the past decade. Asness shares his insights on the efficient market hypothesis, the impact of retail investors and social media o...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Jerry Neumann, a retired venture capitalist and Columbia Business School professor, about his essay "AI Will Not Make You Rich." The conversation explores the idea that while AI is a revolutionary technology, it may not lead to wi...
In this episode of the All Thoughts Podcast, hosts Tracy Alloway and Joe Weisenthal interview Mike Bird, Wall Street editor at The Economist and author of "The Land Trap," about the global history and economics of land, focusing particularly on China's real estate market. They discuss how China's housing market evolved...
In this episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal interview Corey Geiger, lead dairy economist at CoBank, about Fairlife milk and the broader dairy industry. The discussion covers the unique aspects of Fairlife, such as its high protein content, extended shelf life due to ultra-pasteurization an...
In this episode of "Odd Lots More," Joe, Tracy, and Conor Sen discuss the confusing state of the labor market amidst a government shutdown that has delayed the release of official jobs data. They analyze alternative data points like the ADP and Challenger reports, highlighting their discrepancies and potential biases. ...
In a live recording at the Lazard Foursquare conference, Joe Weisenthal and Tracy Alloway interview Dmitry Shevelenko, the Chief Business Officer of Perplexity, an AI model company. They discuss the impact of AI on news, media, brands, and the internet, addressing concerns about Perplexity's role as a potential replace...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview San Francisco Mayor Daniel Lurie about the challenges and opportunities facing the city. They discuss homelessness, public safety, the fentanyl crisis, and the city's efforts to attract businesses and promote economic growth, incl...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Iain Dunning, the head of AI at Hudson River Trading, to explore the application of AI in the world of trading. Dunning explains how Hudson River Trading uses AI to make markets, providing liquidity in stocks, futures, options, cr...
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