Odd Lots

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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

HACE 4 H

Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard by a recent speech given by Vice President JD Vance in Munich, calling into doubt the future of the Trans-Atlantic partnership. Meanwhile, when it comes to tariffs, the Trump administration has actually been tougher on Mexico and Canada than it has been on China. Then add into all of this the anxiety over AI domination, as a result of the hype around DeepSeek. So how should we understand these novel risks? And how should investors incorporate them into their thinking? On this episode we speak with Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute. They discuss the future of Europe, what they're expecting from the Trump administration, the rise of the Gulf powers, AI, undersea cables, and the opportunities in identifying what they call "geopolitical swing states" like Japan and India.Odd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

51 min
HACE 2 DÍAS

Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy

The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with some investors and analysts starting to take the idea more seriously, holding meetings with clients and publishing research notes about the rumored plan. A riff on the 1985 Plaza Accord — named for the hotel where it was devised — the idea is that the Trump administration could achieve its economic aims through a reordering of the financial system that would include a conscious effort to devalue the dollar. The basic components of the plan were laid out by Stephen Miran, President Donald Trump’s nominee to lead the White House Council of Economic Advisers, and drew on the work of Zoltan Pozsar. So how exactly could this all work? And what problems are the Trump administration trying to solve exactly? On this episode, we speak with Jim Bianco, president and founder of Bianco Research, who has been briefing his clients about the possibilities. Read more:Three Names You Need to Know to Understand the Future of the International Monetary Order‘Mar-a-Lago Accord’ Chatter Is Getting Wall Street’s AttentionOnly Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

29 min
HACE 3 DÍAS

Here's What It Takes to Make a Great Company

People love listening to stories about making it big, and there are no shortage of success stories in the world of global business. There's TSMC, which has grown to become the most important producer of semiconductors. There's Hermès, which has been a power player in luxury consumer goods for over a hundred years now. Or how about Starbucks, Berkshire Hathaway, Renaissance Technologies, or Ikea? The list goes on and on. But what actually makes a company great? And why do some businesses succeed where others fail? The Acquired podcast has become a must-listen for their study of some of the most interesting companies in the world. In this episode, we speak with Acquired co-hosts Ben Gilbert and David Rosenthal, about what makes a business truly great.Read More: The Five Habits of Highly Successful CompaniesCompanies to Watch in 2025Only Bloomberg subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

44 min
HACE 6 DÍAS

How Banks Turned Into Giant Synthetic Hedge Funds

Hedge funds are notorious for making big and sometimes risky trades. Banks, meanwhile, are supposed to be a lot more boring by comparison — for obvious reasons. But in recent years, we've seen banks like Silicon Valley Bank make some pretty bad bets themselves. Elham Saeidinezhad, an assistant economics professor at Barnard College, Columbia University, argues that banks have been turning into giant "synthetic hedge funds" by blending traditional lending activities with advanced financial strategies. The big question, of course, is whether they should be doing this at all, given that banks typically operate with a lot more regulatory constraint and might not be as nimble when it comes to entering or exiting positions. Read more:SVB’s 44-Hour Collapse Was Rooted in Treasury Bets During PandemicSVB Failure Sparks Blame Game Over Trump-Era Regulatory RuleThe Thorny Question of Why We Treat Banks Differently At All? Only Bloomberg subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

38 min
20 FEB

The Plan to Get America Building Big Ships Again

The US is a dominant force in a number of important industries, but it's been lagging behind in one crucial area: shipbuilding. Today, there are about 80 US-flagged ships involved in global trade, compared to more than 5,500 China-flagged vessels. The worry is that the US has been falling behind in this important component of international commerce, and that the country's entire economy could be at risk of being choked off. The SHIPS for America Act is a rare bipartisan proposal that aims to address these concerns by getting America to build commercial vessels again. But how exactly do you go about reviving an industry that's been all but moribund for decades? We speak to Senator Mark Kelly, a Democrat from Arizona, and Senator Todd Young, a Republican from Indiana, co-sponsors of the bill, about their plan.Read More:US Lawmakers Seek to Bolster Shipbuilding at HomeThe Shipping Industry Is Getting a Slew of New Vessels—Right as Demand CoolsOdd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

46 min
17 FEB

This Is How Derivatives Trading Swallowed the Entire Market

For a long time, the world of derivatives trading was a niche thing, largely occupied by professional investors who used them for hedging purposes. During the pandemic and the Robinhood boom, the retail masses started discovering them, and activity exploded. Since then, the use of options, swaps and other levered positions has grown among both individual traders and the big professionals on Wall Street. There are countless influencers on social media promising "guaranteed" returns from various options selling strategies. New ETFs have been launched that embed derivatives inside them. And institutions which might historically have employed simple, sleepy investments, are now making them part of their core mix. So how did this happen, and what effect is it having on the market? On this episode, we speak with Benn Eifert, partner at QVR Advisors, about the evolution of this world, why you should not get your trading advice from Instagram, and how this trend has reshaped the entire market. Read more: World’s Largest Options Market Weathers Indian Regulatory Curbs Odd Lots is coming to Washington, DC! Get your tickets here See omnystudio.com/listener for privacy information.

51 min
14 FEB

This Is Why People Are So in Love With Gold

The price of gold is basically at record highs. But what is it about gold that people love so much? Why have people always craved a metal that has no real industrial uses? And what does owning or wearing gold represent? On this episode of the podcast, we speak with Maksud Agadjani, the founder of TraxNYC, a jewelry store based in NYC's Diamond District. You may recognize Maksud from the movie Uncut Gems, where he played a character similar to himself, working in the fast-moving world of precious metals, rare stones, and flashy jewelry. We talked to him about the persistent demand for gold and why people are so into it right now. Read more: Gold’s Price Surge Drives Narcos Into Illegal Mining in the AmazonOdd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

47 min
13 FEB

How the Fed Distributes Billions of Dollars in Cash

We all know that the Federal Reserve tries to stabilize the economy by raising or cutting interest rates to balance inflation and unemployment. But the central bank’s mandate actually goes beyond monetary policy. The Fed is also responsible for reviewing and distributing billions of dollars in cash to banks all over the US. In this episode, we go deep inside the vaults of the Federal Reserve Bank of Chicago to see how physical money actually gets moved around. Chicago Fed President Austan Goolsbee is our guide for the tour, and you’ll hear how the central bank gets its cash, how it checks it for authenticity and condition, and how it gets currency to where it needs to be.Read more: Fed’s Goolsbee Sees Uncertainty Driving Shallower Rate-Cut Path Odd Lots is going to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

27 min

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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

4.4 (2046)

INVERSIONES
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

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NOTICIAS DE NEGOCIOS
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 2,700 journalists and analysts in 120 countries.

3.8 (36)

NOTICIAS DE NEGOCIOS
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

4.3 (325)

INVERSIONES
Elon Musk’s sprawling business empire has granted the billionaire a degree of power and global influence that transcends the industries he’s reshaped. He is the leader of no fewer than six hugely influential companies, spanning electric vehicles to wartime communications, and their innovations could shape the fates of nations. Musk is polarizing, confounding and inescapable. And he is the biggest business story of our time. Each week, listen in as host David Papadopoulos convenes a panel of Bloomberg Businessweek journalists who are tracking Musk’s companies and the surprising ways they intersect. They break down the business mogul's latest moves and analyze what they could mean for us all.

3.2 (139)

ECONOMÍA Y EMPRESA
Zero is about the tactics and technologies taking us to a world of zero emissions. Each week Bloomberg’s award-winning reporter Akshat Rathi talks to the people tackling climate change – a venture capitalist hunting for the best cleantech investment, scientists starting companies, politicians who have successfully created climate laws, and CEOs who have completely transformed their businesses. The road to zero emissions has many paths and everyone’s got an opinion about the best route. Listen in.

4.7 (172)

ECONOMÍA Y EMPRESA

Ver las preguntas frecuentes sobre la suscripción

4.5

de 5

1,462 calificaciones

Long time listener

17 feb

ParentsofNYC

The cash episode from Chicago Fed is absolutely fascinating.
TradFi Simps

hace 2 días

kfixbwhdisa

Much of the supposed journalism on crypto will in time prove to be overtly biased. Docile big biz regime shills.
A “review”

6 feb

The Real GOGO

Tracy i am a big fan, Joe not so much. Please tell Joe to stop his “hmmm” after statements made by others. Best part of the Show. The closing Music!!
The Bernie Bro and the DEI Ditz

11 feb

Chucky (JonG)

The entire Bloomberg “news” organization is suffering from TDS, and this podcast is no exception. The Bro and the Ditz loved everything about Biden—green energy, massive deficits and the resulting inflation notwithstanding. Now the Bro and the Ditz are just outright lying. Take a listen to the February 5 episode where they dredge up a breathless moron screaming that Doge has access to the code that handles Treasury payments and the world is going to end. Scott Bessent has stated this is untrue and that he personally vetted the workers who would have access to the systems and only on a “read only” basis. Don’t let the truth get in the way of your agenda! Joe the Bro and Tracy the Ditz—keep up the lying! The TDS is hard to shake.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Canal

Bloomberg
Creador

Bloomberg
Años de actividad

2015 - 2025
Episodios

933
Clasificación

Apto
Copyright

2025 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
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Odd Lots
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Bloomberg L.P.