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 and Thursday.
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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,...
Scott Bok Explains What Investment Bankers Actually Do All Day
There's obviously a lot of talk these days about AI and possible destruction of white collar jobs. Intuitively bankers might be expected to be victims...
This Is How to Tell if Writing Was Made by AI
When you consider the fact that many people don't know how and where to place a comma, it's safe to say that AI is already better than most people at...
Javier Blas on Why Oil Could Go Much, Much Higher
Oil has shot up by a lot since the start of war with Iran. But it could still get much worse. So far, the massive disruption (due to the closure of th...
Why NASA Hired a Chief Economist
This week, NASA is scheduled to launch Artemis II, a mission that will send astronauts around the moon for the first time in more than 50 years. But t...
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI
When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the de...
Anthropic, the Pentagon, and the Future of Autonomous Weapons
The last big story right before the war in Iran started was the collapse in the relationship between the Pentagon and Anthropic, with the latter objec...
Now There's a Helium Shortage and It Affects More Than Balloons
Ripple effects from the war in Iran and the closure of the Strait of Hormuz continue to widen. There's yet another brewing shortage, this time in heli...
This Is How Big Money Is Trading the War in Iran
Markets are often said to be "headline-driven," but that cliché has rarely felt more true than it does right now. A single tweet or Truth Social post...
The Petrochemicals Shock That's Already Rippling Through Plastics
Everyone knows by now that war in Iran is curbing the flow of oil around the world. But oil isn't just a gasoline and jet fuel story, of course. It's...
David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout
Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence...
What the Iran War Means for Dubai's Luxury Boom
Dubai has become a huge destination for the rich, with an influx of high-net-worth residents driving up property prices and boosting the UAE's tax rev...
Introducing: Leaders with Francine Lacqua
What makes a leader successful? Francine Lacqua interviews top CEOs and global industry leaders for candid lessons on leadership, management, and the...
Here's Why The Iran War Is Prompting A Safe Haven Rethink
Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes with help from our experts...
Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran
The war in Iran has already lasted longer than many people might have expected. There was an initial assumption, after oil prices started surging, tha...
How War in Iran Will Squeeze America's Farmers Even Further
America’s farmers can’t seem to catch a break. Years of thin margins and rising costs have already stretched them to the limit. And now, war with Iran...
War in Iran Is Redrawing the Map for Natural Gas
Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more...
War in Iran is Chewing Through American Missile Stockpiles
The war in Iran has been fought almost entirely in the skies, with both offensive missiles, as well as anti-missile defense systems. But the math is b...
What War in Iran Means for China's Teapot Oil Refineries
In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to C...
Legendary Hacker Matt Suiche on Cyberwar in the Age of AI
We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran lau...
War in Iran Is Creating a Fertilizer Crisis Like Never Before
We all know that the war with Iran has sent oil prices spiking. But it’s also pushing up the cost of all sorts of chemicals, including fertilizers lik...
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even...
Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything
Last year, we had Robinhood CEO Vlad Tenev on the podcast to talk to us about his company's plans to tokenize shares of private companies. The idea is...
Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI
A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a do...
Lots More on the Seaborne Chaos Around the Strait of Hormuz
With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anyth...
Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet
Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it thr...
How the Speed of a Trade Got Down to Nearly the Speed of Light
The average person can enter a stock trade on their computer, hit refresh, and the trade is done. As fast as that seems, there are professional trader...
Introducing: Bloomberg This Weekend
'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Sat...
James van Geelen on His Viral AI Doom Scenario
Something very unusual happened in the market in the last week of February. It sold off, in part, thanks to an article on Substack. James van Geelen i...
The Scramble Is On for Businesses to Get Their Tariff Refund Checks
Earlier this month, the Supreme Court ruled that Trump's "Liberation Day" tariffs were illegal. And now basically every importer who paid those tariff...
How Insurance Costs Make NYC Construction So Expensive
It's hard to imagine New York City becoming significantly more affordable as long as it remains so expensive to build things. Whether we're talking ab...
Alison Roman's Plan to Conquer the Tomato Sauce Market
Alison Roman is a cult figure in the world of food media. She's written multiple hit cookbooks and several of her recipes have gone viral. And her new...
Jamee Moudud on the Intellectual Roots of Zohranomics
NYC Mayor Zohran Mamdani has certain ideas that make mainstream economists' head explode. Anything in the ballpark of rent control, specifically, is w...
A16Z's David George on How Private and Public Markets Fused Into One
This year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course,...
Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"
The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will...
Ray Wang on How AI Is Causing DRAM Prices to Surge
For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and p...