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 Jack Morris, an AI researcher, to discuss the current state of AI research, model evaluation, and the factors driving progress in the field. They delve into the differences between public and private AI research, the challenges of...
In this episode of the Odd Lots podcast, Joe Wiesenthal and Tracy Alloway discuss the simultaneous rise of stocks and gold, a phenomenon traditionally not expected. They delve into the factors driving this trend, including global anxieties about US political stability and sovereign risk, which are leading central banks...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Jim Cramer, host of CNBC's Mad Money, about his new book and his perspectives on retail investing. Cramer discusses his belief that individuals can successfully pick stocks and argues against the prevailing advice to solely invest...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Michael Froman, former U.S. Trade Representative and current president of the Council on Foreign Relations, about the evolution of the global trading system. They discuss the pre-Trump era, the challenges posed by China's economic...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Henry Wang, the founder and president of the Center for China and Globalization, to gain a Chinese perspective on US-China relations and globalization. Wang discusses the center's role as a bridge between China and the rest of the...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Professor Ann Lipton about why Delaware is the de facto state for corporate incorporation and whether that might be changing. They discuss Delaware's history of attracting incorporations through manager-friendly laws and a politic...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Ryan Fox, a containers and packaging analyst from Bloomberg Intelligence, about the state of the box industry. The discussion covers the recent decline in box shipments, the factors that influence box prices, the economics of recy...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Vineer Bhansali, founder of A Long Tail Alpha, about tail risk hedging and portfolio construction in today's complex market environment. Bhansali discusses his career path from theoretical physics to Wall Street, the evolution of ...
This episode of the Odd Lots podcast, recorded live at the Future Proof Conference, features a discussion with former Dallas Fed President Robert Kaplan, now Vice Chairman of Goldman Sachs. The conversation revolves around the latest jobs report, potential Fed rate cuts, and the implications of the AI boom on the econo...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Kelly Grieco, a Senior Fellow at the Stimson Center, about the state of military technology, particularly air power, with a focus on China and the United States. The conversation begins with a discussion of the recent Chinese mili...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Josh Wolfe, co-founder and managing partner at Lux Capital, to discuss the current state and future of AI. They explore whether the AI hype is justified, the potential of companies like Alphabet and Apple in the AI race, and the i...
This podcast episode of "Lots More" features hosts Joe and Tracy, along with a guest, discussing the complexities and potential inaccuracies of the Non-Farm Payrolls (NFP) report. They delve into the birth-death adjustment, revisions to initial estimates, and the implications of a new BLS head. The conversation extends...
The Odd Lots podcast episode features Tracy Alloway and Joe Weisenthal interviewing Julie Morgan about Buy Now Pay Later (BNPL) services. They discuss the evolution of BNPL from a 0% interest payment plan to short-term installment loans with high-interest rates. The conversation covers the lack of comprehensive data on...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Dan Wang, a research scholar at the Hoover Institution and author of "BREAKNECK: China's Quest to Engineer the Future." They discuss China's focus on building and manufacturing, the political and economic factors driving this tren...
This episode of The Big Take from Bloomberg News explores the rise in popularity of online prediction markets like Polymarket and Kalshi, where people can bet on the outcomes of real-world events, ranging from political races to pop culture moments like the Taylor Swift and Travis Kelce engagement. The episode discusse...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Emi Nakamura, a professor at Berkeley, about her paper "Beyond the Taylor Rule," presented at Jackson Hole. The discussion explores the Taylor Rule's historical context, its shift from descriptive to prescriptive monetary policy, ...
The Odd Lots podcast hosts, Joe Weisenthal and Tracy Alloway, interview Liz Truss, the former Prime Minister of the UK, about the economic challenges facing developed countries. Truss defends her economic policies from 2022, arguing that they were misconstrued and faced resistance from established economic institutions...
In this emergency episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal discuss President Trump's intention to fire Lisa Cook from the Federal Reserve Board and the implications for central bank independence. They interview Lev Menand, a professor at Columbia Law School, who explains the legal precedents, t...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Adam Posen, president of the Peterson Institute for International Economics and former member of the Monetary Policy Committee at the Bank of England, at Jackson Hole. They discuss the attacks on central bank independence, the pot...
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