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 explores the complexities of optimal portfolio construction, questioning traditional strategies like the 60-40 portfolio in light of recent market volatility. Cullen Roche, founder of Discipline Funds and author of "Your Perfect Portfolio," emphasizes the need for personalized investment strategies tailored...
The podcast explores the Monroe Doctrine and its historical and contemporary relevance to US foreign policy, particularly in Latin America. It examines the Doctrine's evolution from an anti-colonial warning to a justification for US dominance in the Western Hemisphere. Greg Grandin, a history professor at Yale, explain...
The podcast explores the complexities of restructuring Venezuela's massive debt, estimated between $150 and $170 billion, in the context of political illegitimacy and international sanctions. Lee Buchheit, a sovereign debt restructuring expert, explains the challenges posed by a diverse creditor group beyond bondholder...
The podcast explores the implications of the U.S. intervention in Venezuela, particularly regarding its oil reserves and geopolitical motivations. Gregory Brew, a senior analyst at Eurasia Group, provides insights into Venezuela's oil production history, the complexities of its heavy sour crude, and the factors influen...
The podcast delves into the inner workings of an economic research conference, specifically the Boston Fed's annual event, exploring how such gatherings shape economic policy. It highlights the evolving themes discussed, such as tariffs, geopolitical risks, and industrial policy, and their impact on the U.S. economy. T...
This episode of the Odd Lots podcast features hosts Joe Weisenthal and Tracy Alloway interviewing Bart Hutchins, the chef and owner of Butterworth's restaurant in Washington D.C. The discussion explores various aspects of the restaurant business, including Butterworth's reputation as a MAGA hangout, the challenges of s...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal answer a variety of questions submitted by their listeners, covering topics such as their standards for releasing episodes, book recommendations following Joe's reading of Moby Dick, the efficient market hypothesis, and the potential impact...
The Odd Lots podcast episode features Tracy Alloway and Joe Weisenthal discussing the 2026 economic and market outlook with Jan Hatzius, chief economist, and Ben Snider, chief U.S. equity strategist, both from Goldman Sachs. They delve into topics such as GDP growth, unemployment, the impact of AI on productivity and t...
The podcast episode features Joe Weisenthal and Tracy Alloway introducing a special holiday episode from Bloomberg's "Merryn Talks Money," hosted by Merryn Somerset Webb and John Stepek. This episode delves into the life and economic theories of John Law, an 18th-century figure described as a gambler, murderer, and eco...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Scott Kupor, the director of the Office of Personal Management (OPM), about the US Tech Force program, an initiative to bring tech talent into the federal government. Kupor discusses the challenges of recruiting and retaining tech...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Rikard Bandebo, the Executive Vice President, Chief Strategy Officer, and Chief Economist at VantageScore, a credit scoring company, to gain insights into the current state of the consumer. They discuss the complexities of measuri...
In this episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal explore the emerging world of peptides, driven by San Francisco culture and biohacking trends. They interview Jasmine Sun, who covers AI and San Francisco culture, about the increasing use of peptides for various purposes, from weight loss to enh...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Alex Bores, a New York State Assembly member and candidate for Congress, about AI regulation and its political implications. They discuss Bores's RAISE Act, which proposes safety standards for AI research, and the opposition he fa...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Steven Rinella, author and founder of MeatEater, about the economic history of hunting in the United States. The conversation covers topics such as the colonial deerskin trade, the beaver trade, the near extinction of the buffalo,...
In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview D.A. Wallach, a biotech investor and former lead singer of Chester French, about the world of biotech investing. Wallach discusses his career transition, the unique challenges of biotech investing compared to tech, including low s...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Travis Wofford, a partner at Baker Botts, about the complexities of data center finance. They discuss the various financing structures used in data center projects, including ABS, CMBS, private credit, and public-private partnersh...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Dan Ivascyn, CIO of PIMCO, to discuss the current state of the market and the outlook for 2026. They delve into the Federal Reserve's potential rate cuts, the possibility of economic reacceleration, and the implications of a less ...
This episode of The Big Take from Bloomberg News explores the history, influence, and future of Microsoft Excel as it turns 40. The podcast traces Excel's origins from early spreadsheet programs like VisiCalc, its rise to dominance through strategic bundling with Microsoft Office, and its cultural impact, including the...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Max Levchin, founder and CEO of Affirm, a Buy Now, Pay Later (BNPL) company. Levchin discusses the origins of Affirm, stemming from his personal experiences with credit card debt, and explains how Affirm's model differs from tradi...
In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Dan Wertman, co-founder of Noetica AI, about the use of AI in understanding credit agreements and deal terms. They discuss the increasing prevalence of structural protections in credit deals, the anxieties driving these changes, a...
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