Odd Lots
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Odd Lots
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
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1221 bölüm
The Hidden Plumbing of Commodity Finance
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimen...
How the Invention of Rope Gave Us Modern Civilization
Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting...
Gita Gopinath on Why Interest Rates Have Surged All Around the World
There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harva...
Brendan Greeley on the Real 500-Year History of the Dollar
We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins....
What It Takes to Run One of London's Most Popular Pubs
As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence...
Architect Norman Foster on Why the West Struggles to Build Big
Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both phys...
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
A short seller is a gumshoe who roots out a particular story about a specific company and brings it to light. And Fahmi Quadir, the founder and CIO of...
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldm...
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of...
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Price...
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and...
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and...
Martin Wolf on the 'Terrifying' Superpower That the US Wields
Last year, when we talked to Martin Wolf, the global order seemed like it was being upended after President Trump unveiled his sweeping tariffs agains...
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
In 2006, then-Senator Ted Stevens coined an infamous term for how to understand the internet: It's a "series of tubes." The funny thing is, that's a f...
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
Ever since Covid, central banks around the world have had the same problem. They have tools that are designed to modulate demand, but so many challeng...
Mariana Mazzucato Thinks We Need More Moonshots
Today's guest Mariana Mazzucato is one of our most requested. Mazzucato, a professor of economics at University College London and the founding direct...
How an American City Can Become a Manufacturing Hub
The residents of Allentown are still sore about that Billy Joel song. While it's true the Pennsylvania city became synonymous with deindustrialization...
How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis
Since Mayor Brandon Scott took office in 2020, he's fixated on a very visible problem in Baltimore: the tens of thousands of vacant homes that dot the...
Inside the Booming Market for Dinosaur Fossils
Two years ago, Citadel's Ken Griffin paid almost $45 million for a stegosaurus skeleton, making it the most expensive fossil ever sold at auction. So...
How Taiwan Became the World's Most Perilous Geopolitical Chokepoint
The closure of the Strait of Hormuz has highlighted the potential for long-running theoretical chokepoints to turn into reality, with dramatic results...
BlackRock's Rob Goldstein on the Next Megatrends in Finance
The last few decades have been marked by a number of megatrends in finance including the extraordinary growth of asset managers, the rising importance...
What's Actually Going On With Private Credit
The private credit market has grown enormously fast in recent years — so much so that by some estimates it's now bigger than the market for junk-rated...
Presenting Foundering Season 6: The Killing of Bob Lee, Part 1
The Killing of Bob Lee, Part 1: San Francisco Has Blood On Its Hands
Three years ago, Bob Lee, a tech executive famous for creating Cash App, wa...
Understanding the Most Viral Chart in Artificial Intelligence
We live in an era of charts that are going up and to the right. This image obviously describes the stock market, particularly any company whose busine...
James Bosworth on the "Orange Wave" Happening Across Latin America
We're living in an extraordinary moment for Latin American politics. From the ousting of Maduro to the ongoing oil blockade of Cuba to Javier Milei re...
Google's Liz Reid on Who Will Own Search in a World of AI
Not too long ago, search engines were the dominant form of querying the internet. But that's changing since the rise of large language models like Cha...
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
When it comes to the history of oil and energy, nobody is more famous or well respected than Daniel Yergin. He is the Vice Chairman of S&P Global, and...
Brad Jacobs on His Big Bet on Building Insulation
He's done it again. On Sunday night, building supply company QXO announced that it would be acquiring TopBuild for $17 billion. TopBuild sells and ins...
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
The White House wants gasoline prices to be lower, and it wants to see American oil companies drill for more oil. But of course, these ideas are in te...
Alex Imas on Why Economists Might Be Getting AI Wrong
Everyone knows that new technologies can be really disruptive to the labor market, but eventually new jobs emerge and things come back into balance. A...
Planet Money Turned Everyday Annoyances Into an Economics Book
There are a lot of things to be annoyed about in modern life. The high cost of food and housing and childcare. Dating apps that don't seem to work. Th...
Brad Setser on the War in Iran and the Future of the US Dollar
It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to...
War in Iran Is Already Reshaping East Asia's Energy Future
The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze...
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit
It's fueling the A.I. bubble, it's coming to your retirement portfolio—and it's flashing a lot of warning signs right now.
In the wake of...
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipel...
The Big Macro Force That's Been Driving Stocks Higher for Years
Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices,...
How Shipping Insurance Really Works During a War
When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be canceling w...
Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets
Right now, when you think about prediction markets, you basically think about two main companies: Polymarket and Kalshi. And then when you think of wh...
Search Engine Presents: Are you a good driver?
The story of how a secret project at Google led to driverless cars on American roads. And, an answer to the question: are the robots actually safer dr...
Gina Raimondo on How European Industry Is Getting Crushed
The relationship between the US and Europe is deteriorating along both security and economic dimensions. The Trump administration has imposed tariffs,...