Podcast · 682 episodes
Odd Lots, page 2
by Bloomberg · English
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
All episodes, page 2
Trucking Is Booming Again, And Drivers Aren't Happy About ItTrucking’s rebound and whether it’s cyclical or structural, focusing on capacity constraints, driver shortages, regulatory pressure (non-domiciled CDLs, English proficiency), freight broker liability…13 Aug 2026 · 46 min · 24 chapters
NYT CEO Meredith Kopit Levien on Running a Media Brand in the Age of AIMeredith Kopit-Levian, CEO of The New York Times, explains how the NYT builds an audience and funds independent journalism while expanding into games, sports via The Athletic, Wirecutter, recipes,…10 Aug 2026 · 1 h · 17 chapters
Introducing: Our TownGainesboro, Tennessee, and a perceived land grab in Appalachia. In fall 2024, “outsiders” reportedly bought large tracts of land, prompting locals to frame it as a social experiment and political…9 Aug 2026 · 2 min
How a Sardine Gets From the Ocean to a CanThe episode explains why premium canned fish (especially sardines) is suddenly hard to find, tracing the supply chain from fishing to canning and discussing how climate-related shifts, processing…7 Aug 2026 · 58 min · 26 chapters
Brad Setser on the US's Unusual Japanese Yen InterventionThe U.S. and Japan’s unusual yen intervention to halt yen weakness, including why the BOJ hasn’t simply raised rates, how flows/hedging—not just speculation—pushed the yen down, and whether…6 Aug 2026 · 42 min · 14 chapters
The Tungsten Market Is Warning of an Upcoming WarTungsten’s boom-bust cycles mirror war risk; the episode argues tungsten is strategically important because it’s dense and has a very high melting point, making it effective for armor-piercing…3 Aug 2026 · 44 min · 18 chapters
Why Private Credit Got Entangled With InsuranceThe episode explains how private credit’s growth after 2008 became entangled with life insurers, and argues this creates a “state backstop” that can socialize losses through insurer guarantee funds.31 Jul 2026 · 52 min · 20 chapters
How the Iranian Economy Actually WorksHow Iran’s economy functions under the Islamic Republic, focusing on “mafia-like” state control, corruption, sanctions, and how power is distributed through Revolutionary Guards, religious…30 Jul 2026 · 57 min · 25 chapters
Branko Milanovic on What Comes After GlobalizationBranko Milanovic argues that “neoliberal globalization” is expiring and being replaced by “national market liberalism”: domestic market competition continues, but international economic rules are cut…27 Jul 2026 · 1 h 1 min · 24 chapters
How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)The “Great Wealth Transfer” and how financial advisors can retain current clients and attract younger ones by aligning with next-generation expectations, using behavioral/communication changes, and…26 Jul 2026 · 18 min · 11 chapters
How Franchise Restaurants Opened the Door to the Gig EconomyHow franchise restaurants became a legal way to control labor and operations while shifting costs and liabilities to franchisees—creating a lineage to today’s gig economy model.24 Jul 2026 · 45 min · 30 chapters
Why Apple Is Heading Into a Pivotal MomentOdd Lots episode focused on why Apple is entering a “pivotal moment,” tying together iPhone price hikes, Apple’s AI strategy (on-device vs LLMs), and leadership/product roadmap changes, with major…23 Jul 2026 · 49 min · 28 chapters
The Creator of Claude Code on The Hottest Piece of Software in the WorldThe episode explores Claude Code (Anthropic’s AI coding agent) and why “agents” are reshaping software engineering, with a focus on safety, guardrails, and enterprise adoption.20 Jul 2026 · 1 h 7 min · 31 chapters
Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a ThreadThe episode analyzes recent Supreme Court rulings that expand presidential power to remove heads of agencies “at will,” while carving out the Federal Reserve (Fed) as different.17 Jul 2026 · 1 h 6 min · 21 chapters
Why Soccer Analytics Works Like Volatility Arbitrage TradingHow soccer analytics can work despite soccer’s fluidity, framed as analogous to volatility arbitrage trading; includes expected goals/expected threat/expected possession value, tracking/pose data,…16 Jul 2026 · 51 min · 24 chapters
NY Governor Kathy Hochul on Her One Year Data Center MoratoriumNew York Governor Kathy Hochul explains a one-year statewide moratorium on new large data centers, framed as a “rules of the road” pause rather than a ban, tied to energy reliability, grid…15 Jul 2026 · 42 min · 20 chapters
Why AI Might Actually Create More Work for LawyersHow AI is changing legal work—potentially reducing “grunt work” and costs while also possibly increasing total legal volume via Jevons paradox (more cases/deals become economically viable).13 Jul 2026 · 55 min · 27 chapters
The Korean Levered ETFs Shaking Markets All Around the WorldSingle-stock, levered ETFs—especially in Korea—are growing rapidly and mechanically reshaping market flows, volatility, and dealer balance-sheet usage; the episode also covers momentum-driven…10 Jul 2026 · 43 min · 14 chapters
One of the World's Largest Hedge Funds on Its 86x Growth in Token SpendingOdd Lots episode on how Man Group (a full-spectrum active asset manager) is implementing AI and agentic workflows in investing, focusing on data/compute bottlenecks, safety/oversight, and why token…9 Jul 2026 · 52 min · 24 chapters
These Are the Sharps Actually Making Money on Prediction MarketsOdd Lots episode argues that a small group of highly skilled “sharps” really do profit on prediction markets, largely because they do more work and gather better data than typical traders.6 Jul 2026 · 48 min · 23 chapters
How a Major Grocery Store Chain Can Dramatically Lower the Cost of FoodHow Aldi lowers grocery prices through supply-chain control, fewer SKUs, private label, and labor-saving store operations (including digital shelf labels and packaging/barcode design).3 Jul 2026 · 51 min · 23 chapters
What Dan Wang Saw on His Last Trip to ChinaDan Wang (Stanford Hoover fellow; author of Breakneck) shares “vibes in China” after a trip post–Zero COVID, focusing on phone/influencer culture, youth discontent, fertility collapse, and a…2 Jul 2026 · 49 min · 19 chapters
Baidu's CFO on How It Became a Full-Stack AI PlayerOdd Lots interviews Baidu CFO Henry He at the Bloomberg Invest Conference in Hong Kong.29 Jun 2026 · 48 min · 24 chapters
How Lenovo's CFO Is Allocating Capital During One of History's Biggest BoomsHow Lenovo’s CFO Winston Chang thinks about allocating capital during the AI boom, especially “token” spending (LLM usage) and AI infrastructure constraints (chips, memory, power), while balancing…27 Jun 2026 · 56 min · 25 chapters