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
This Odd Lots podcast episode interviews Elham Saeidinezhad, an economics professor, about her paper "Banks as Synthetic Hedge Funds." The discussion centers on the collapse of Silicon Valley Bank (SVB), analyzing its activities through the lens of a hedge fund rather than a traditional bank. Saeidinezhad argues that ...
This Odd Lots podcast episode interviews Senators Todd Young (R-IN) and Mark Kelly (D-AZ) about the SHIPS for America Act, aiming to revitalize the US maritime industry. The senators discuss the decline of US shipbuilding, the national security implications of relying on foreign fleets (particularly China), and the pr...
This Odd Lots podcast episode interviews Benn Eifert about the rise of derivatives trading, particularly short-dated options, and its impact on markets. The discussion covers the strategies employed by both retail and institutional investors, highlighting the risks and potential pitfalls of popular, often misleading, ...
This Odd Lots podcast episode discusses the rise of derivatives trading, particularly short-dated options, among both retail and institutional investors. The hosts interview Benn Eifert, who analyzes the strategies employed, highlighting the risks involved in blindly following online influencers' claims of easy profit...
This Odd Lots podcast episode interviews Maksud Agadjani, founder of TraxNYC, a New York City jewelry dealer, about the current gold market and the jewelry industry. The conversation covers the reasons for gold's recent price surge, the impact of lab-grown diamonds on the diamond market, and the challenges of running...
This Odd Lots podcast episode provides a behind-the-scenes tour of the Chicago Federal Reserve Bank's cash operations. The hosts, along with the Chicago Fed president and cash operations staff, detail the process of receiving, processing, and distributing physical currency, including security measures and the high-spe...
This Odd Lots podcast episode interviews Firtz Bartel, author of "The Triumph of Broken Promises," to discuss the challenges governments face when cutting spending and breaking promises to their citizens. The conversation analyzes the economic and political pressures of the 1970s and 1980s, comparing the experiences o...
This Odd Lots podcast episode interviews Philip Lane, the European Central Bank's chief economist, about the Eurozone economy. The discussion covers the ECB's response to inflation, including interest rate adjustments and the uncertainty surrounding potential US tariffs. Lane explains the complexities of the transmiss...
This Odd Lots podcast episode interviews Shyam Sankar, Palantir's CTO, about his 18 theses on defense spending reform. The conversation begins with a personal anecdote about a dim sum meeting years prior, leading into a discussion of Palantir's role in the defense industry and the challenges of a monopsonistic market ...
This Odd Lots podcast episode focuses on the Bureau of Fiscal Service (BFS) within the US Treasury and the implications of Elon Musk's team gaining access to its payment systems. The interview with Nathan Tankus, an expert on the BFS, details the complexity of the system, its reliance on aging COBOL technology, and th...
This Odd Lots podcast episode is a news/current affairs discussion focusing on the immediate market reaction to President Trump's announcement of new tariffs on imports from Canada, Mexico, and China. The hosts introduce the emergency episode, highlighting the rapidly changing market conditions and the unexpected natur...
This Odd Lots podcast episode features an interview with Marko Kolanovic, JPMorgan's former chief global market strategist, discussing current market conditions. The conversation begins with a discussion of the recent tech sell-off, specifically focusing on the impact of the DeepSeek release from China and its limited...
This interview podcast features a discussion between Joe Weisenthal, Tracy Alloway, and Matt Levine about MicroStrategy's financial strategy, specifically its use of convertible bonds and Bitcoin. The conversation begins with Tracy's initial observation of MicroStrategy's seemingly perpetual money-making machine, lead...
This Odd Lots podcast episode features an interview with Lee Everett, head of research and strategy at Cortland, a multifamily owner-operator. The discussion centers on the current state of the multifamily housing market, focusing on the impact of rising interest rates, reduced construction, and the challenges faced b...
This Odd Lots podcast episode features an interview with Zvi Mowshowitz, an AI expert, to discuss the market impact of the newly released Chinese open-source AI model, DeepSeek. The hosts and guest analyze DeepSeek's surprisingly low training cost ($5.5 million for v3), its capabilities, and its implications for the AI...
This Odd Lots podcast episode features an interview with Howard Marks, co-founder and co-chair of Oaktree Capital Management, a renowned credit investor who accurately predicted the dot-com bubble. The hosts and Marks discuss his observations of the late 1990s and early 2000s, focusing on behavioral indicators of mark...
This Odd Lots podcast episode features an interview with Kevin Muir, a macro trader and blogger known as "The Macro Tourist," to discuss market concentration risk. The hosts and Muir explore the increasing concentration of the S&P 500 in a few large tech companies (the "MAGA7"), analyzing the implications for investo...
This Odd Lots podcast episode features an interview with Eric Glyman, CEO of RAMP, a financial operations platform. The discussion centers on AI spending in corporations, based on RAMP's data analysis of over $50 billion in annual corporate spending. Glyman details a fourfold increase in AI spending from early 2023 to...
This Trumponomics podcast episode, hosted by Stephanie Flanders, previews the economic implications of Donald Trump's second term. The episode introduces Flanders and her team at Bloomberg, highlighting their access to experts and insights on Trump's economic policies. Discussion points include the impact of tariffs,...
This Odd Lots podcast episode features an interview with Austin Campbell, CEO of WSPN USA, a stablecoin issuer, discussing the crypto industry's response to the new Trump administration and its implications for regulation. The hosts and Campbell explore the uncertainty surrounding crypto regulation, particularly conce...
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