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
The podcast "The Sixth Bureau" investigates Chinese espionage, particularly focusing on the Ministry of State Security (MSS) and its efforts to steal advanced technology from the United States. The narrative centers on the case of Xu Yanjun, an MSS officer, who was lured out of China, arrested, and tried in the U.S. fo...
The podcast explores the increasing likelihood of rising inflation, potentially reaching 4% by year's end, driven by factors beyond just the labor market. Adam Posen, president of the Peterson Institute, argues that tariffs and anti-migration policies will exert more visible inflationary pressure. These policies, combi...
The conversation centers on the burgeoning prediction markets, their regulatory landscape, and potential overlaps with gambling. CFTC Chairman Mike Selig discusses the agency's approach to regulating these markets, emphasizing a principles-based system that prioritizes market integrity and investor protection rather th...
The podcast explores Venezuela's economic history and potential future, particularly its over-reliance on oil and the challenges of diversification. Ricardo Hausmann, formerly a minister of planning and board member of the Central Bank of Venezuela and now a Harvard professor, provides insights into the country's boom-...
Tokenization's potential to revolutionize finance is explored, focusing on its capacity to enhance liquidity, broaden access, and improve operational efficiency. Ric Edelman argues tokenization will dominate investment platforms, surpassing ETFs due to its technological superiority, while Scott Lucas from JP Morgan ado...
The recent market downturn, characterized by plunging metal prices, software stock sell-offs, and crypto volatility, is examined with Charlie McElligott, a cross asset macro strategist at Nomura. McElligott attributes the market shift to over-leveraged and crowded positions, particularly short dollar trades, and narrat...
The podcast explores the potential nomination of Kevin Warsh as Fed Chair, focusing on the sociological and market implications of his selection. It questions Warsh's seemingly contradictory stances on inflation and low rates, alongside Trump's known preference for a low-rate policy. Richard Clarida, former vice chair ...
The podcast explores the United States' vulnerability regarding strategic minerals and rare earths, particularly China's dominance in the sector. Heidi Crebo-Rediker, a senior fellow at the Council on Foreign Relations, discusses how the US can leverage innovation to overcome China's chokehold. The conversation highlig...
The podcast explores the evolution and current state of the Chinese internet, contrasting its initial utopian promise with its present-day realities of censorship and nationalism. Yi-Ling Liu, author of "The Wall Dancers," discusses how the Chinese internet, despite state control, mirrors global internet trends like tr...
The conversation centers on the future of utilities and power demand amid the rise of data centers and AI, with CreditSights' Andy DeVries offering a contrarian perspective. DeVries challenges the prevailing bullish sentiment, arguing that utilities are overbuilding data center capacity relative to realistic demand for...
The podcast analyzes the potential appointment of Kevin Warsh as the next Federal Reserve chief, focusing on the divided opinions surrounding his nomination. Skanda Amarnath provides a critical perspective, questioning Warsh's track record during the 2008 financial crisis, his tendency towards partisanship, and his cri...
The podcast explores the simultaneous surge in the prices of gold, silver, and copper, questioning whether this is a short-term trend or the start of a commodity supercycle. Jeff Currie, a partner at Carlyle and commodities expert, attributes the metal surge to debasement, de-dollarization, and diversity, driven by eme...
The podcast explores the challenges and strategies for conducting business in politically and economically unstable regions, specifically Venezuela and Ukraine, through the experiences of Jeff Kazin and Mike Rohlfsen, former Cargill executives. The discussion highlights how hyperinflation in Venezuela forced Cargill to...
The banking sector's consolidation, regulatory landscape, and technological evolution are examined through a conversation with Bill Demchak, CEO of PNC Financial. Demchak addresses the trend of larger banks gaining retail market share, emphasizing the importance of branch density and digital capabilities. He also touch...
The Odd Lots podcast explores the current state and future prospects of private credit with Michael Zawadzki (Z) of Blackstone Credit and Insurance. Zawadzki argues that private credit's growth stems from its efficiency in connecting borrowers directly with investors, akin to Amazon's impact on retail, and not from exc...
The "Sell America" trade and rising bond yields are discussed with Manny Roman, CEO of PIMCO. The conversation explores whether geopolitical risks or the Japan selloff are bigger factors influencing bond yields, with Roman suggesting the market's reaction has been modest. He notes fixed income offers attractive returns...
The podcast explores the capabilities and implications of Claude Code, a coding tool, featuring Noah Brier, co-founder of Alephic, who shares his experiences using LLMs for coding. The discussion highlights Claude Code's unique ability to read and write files, enabling persistent memory and improved coding efficiency. ...
The episode explores the civil unrest in Iran, focusing on the economic and political factors driving the protests. Maciej Wojtal, CEO of Amtelon Capital, which specializes in Iranian equities, provides insights into the situation on the ground, including the impact of sanctions, currency collapse, and a recent banking...
The conversation centers on infrastructure investment in an era defined by technological change and increasing energy demands. Tyler Rosenlicht, Portfolio Manager at Cohen and Steers, discusses the shift from stable infrastructure returns to the volatility introduced by technology, particularly AI. He notes the growing...
The podcast addresses the escalating tensions between the Federal Reserve and the Trump administration, focusing on a grand jury subpoena served to Fed Chairman Jerome Powell. The discussion explores the unprecedented nature of a potential criminal indictment against a senior government official and its implications be...
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