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, the hosts explore Magnetar Capital's innovative approach to AI investing. Rather than just offering cash, Magnetar is providing compute power through their investment in Coreweave, effectively financing AI startups by giving them access to high-performance computing resources. T...
In this episode of the Odd Lots podcast, Ethan Kurzweil, founder of Chemistry VC, shares insights from a live recording about the current state of venture capital. He compares today’s landscape to the zero interest rate period of the 2010s, pointing out the overabundance of capital back then and the cautious optimism w...
In this episode of the Odd Lots podcast, the focus is on the rising worries about stagflation, featuring insights from economist Nouriel Roubini. He explores the potential economic effects of a Trump administration, presenting two distinct scenarios: one where pro-business policies stimulate growth and lower inflation,...
In this episode of the Odd Lots podcast, Goldman Sachs' chief economist Jan Hatzius and chief U.S. equity strategist David Kostin share their insights on the economic landscape for 2025. They foresee ongoing economic growth, a slight dip in the S&P 500 multiple, and earnings growth as key drivers for market performance...
In this episode of the Odd Lots podcast, the discussion centers on the economic and political implications of a Trump presidency, particularly regarding tariffs and immigration. Guest Viktor Shvets draws intriguing comparisons to the 1930s, noting a similar level of societal division and the emergence of competing poli...
In this episode of the Odd Lots podcast, Milwood Hobbs, head of Oaktree's Sourcing and Originations Group, shares insights on the changing landscape of the private credit market, especially in the wake of Dodd-Frank. He discusses his career journey, illustrating the transition from a banking-centric leveraged finance e...
In this episode of the Odd Lots podcast, the hosts delve into the concept of "creditor-on-creditor violence" within the realms of leveraged finance and private credit. This term describes how lenders with different levels of seniority can exploit legal loopholes in loan agreements to gain an edge over their peers durin...
In this episode of the Odd Lots podcast, the hosts delve into the performance and strategies of university endowments, focusing on Harvard and the University of Texas. They chat with Janet Lorin, a Bloomberg reporter who specializes in higher education finance, to discuss how endowment investing has evolved over time. ...
In this episode of the Odd Lots podcast, the hosts dive into "The Great Transformation: China's Road from Revolution to Reform," a book that unpacks the intricate history behind China's economic liberalization. The authors challenge the common belief that Mao's death simply paved the way for Deng Xiaoping's reforms, su...
In this episode of the Odd Lots podcast, the hosts delve into the issues of government waste and fraud, particularly in the healthcare sector. They speak with Jetson Leder-Luis, a specialist in government fraud, who outlines various schemes, such as those involving ambulance services and durable medical equipment. Lede...
In this podcast episode, we dive into the intricate world of the US economy by examining the chicken industry. We look back at the historical backdrop of antitrust laws, particularly the Sherman and Clayton Acts, along with the Packers and Stockyards Act, and discuss how these regulations are being applied today amid g...
In this podcast episode, we delve into the dramatic evolution of the American chicken industry, tracing its journey from small farms to massive industrial operations. We discuss how antibiotics and selective breeding have led to the production of larger, meatier chickens, paving the way for popular processed products l...
In this episode of "Beat Capitalism," the hosts explore how the rising prices of chicken and eggs reflect larger economic patterns. They discuss the "chicken sandwich wars," which revealed that consumer demand for chicken remains strong despite price hikes. The recent spike in chicken wing prices, fueled by supply chai...
In this episode of the Odd Lots podcast, Richard Clarida, the former vice chair of the Federal Reserve, shares his insights on the current economic landscape and monetary policy. He highlights the Fed's reliance on data while acknowledging the uncertainties brought on by the new administration's economic strategies. Cl...
This podcast features highlights from two distinct shows. One segment explores the rapid rise of direct lending in the private alternative investment sector, driven by corporate borrowers and financial sponsors. The other segment introduces "Beak Capitalism," a podcast series that uses the American chicken industry to ...
In this episode of the Odd Lots podcast, the hosts delve into the growing influence of private credit and its connection to traditional banks. They discuss whether transferring risk from bank balance sheets to private credit firms genuinely reduces systemic risk, especially given the increasing leverage and interconnec...
In this episode of the Odd Lots podcast, the hosts and guest Max Read delve into the evolving world of the internet and social media. They discuss the growing dominance of AI-generated content and the shift towards algorithm-driven feeds, particularly how platforms like Twitter (now X), Facebook, and TikTok are increas...
In this episode of the Odd Lots podcast, the hosts delve into the bond market following the recent election, highlighting a notable contrast: while stock market volatility remains low, bond market volatility is on the rise. Guest Harley Bassman sheds light on this discrepancy, pointing to the uncertainty surrounding th...
In this episode of the Odd Lots podcast, recorded live on Election Day 2024, the hosts dive into the world of prediction markets, the economy, and the implications of the election results. Guests engage in a lively debate about the trustworthiness of polls and prediction markets, while also examining how the markets mi...
This podcast dives into the upcoming election, focusing on tight races and the possibility of delayed results. Listeners are invited to stay updated with Bloomberg News Now for quick election updates and to check out The Big Take for a deeper analysis of how the election could affect global markets. The uncertainty of ...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
