Podcast · 682 episodes
Odd Lots, page 3
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 3
Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out RightOdd Lots episode revisiting Rory Johnston’s early-March oil forecast that the Strait of Hormuz closure would push Brent to $150–$200, and explaining why prices instead stayed below those levels.26 Jun 2026 · 32 min · 15 chapters
How the 1994 World Cup Transformed the Business of Football ForeverOdd Lots episode argues that the 1994 World Cup in the US kicked off football’s modern commercialization.25 Jun 2026 · 51 min · 28 chapters
Grace Shao on What the World Should Know About Chinese AIOdd Lots episode with Grace Shao on what China’s AI ecosystem looks like and why it differs from the US.22 Jun 2026 · 51 min · 25 chapters
How Substack Creators Are Covering This Strange Markets EraOdd Thoughts episode “How Substack Creators Are Covering This Strange Markets Era” is a media-and-markets discussion about how AI, journalism, and investing newsletters adapt during rapid…20 Jun 2026 · 31 min · 18 chapters
Anthropic's Co-Founder and Top Economist on Doing Research at the AI FrontierAnthropic co-founder Jack Clark and Anthropic head economist Peter McCrory discuss what it means to do frontier AI research responsibly—how AI progress translates into labor/productivity, how…19 Jun 2026 · 1 h 6 min · 35 chapters
Jeremy Grantham on How to Tell If a Bubble Is About to BurstWhether today’s AI-driven market—highlighted by SpaceX’s surge and extreme valuations—is a bubble, how to spot it, and what investors should do while hype dominates.18 Jun 2026 · 1 h · 21 chapters
The Iran War’s Lasting Scars Across AsiaThe episode discusses how a potential U.S.-Iran interim deal to reopen the Strait of Hormuz would ease oil prices, but won’t undo the “structural shifts” and “war tax” already reshaping Asia’s…16 Jun 2026 · 20 min · 12 chapters
Carmen Li's Plan to Build a Futures Market for ComputeBuilding a futures/derivatives market for GPU compute (hedging and price discovery), including CME GPU futures/options and how “compute” can be treated like a commodity despite non-fungibility.15 Jun 2026 · 33 min · 19 chapters
Anjney Midha's Plan to Radically Lower the Price of ComputeAI’s “compute bottleneck” and how to lower the effective price of training/inference by making compute fungible and using verifiable feedback loops.13 Jun 2026 · 50 min · 22 chapters
How a Vibecoded Newsletter Is Making the Hay Market More TransparentOdd Lots episode discusses why U.S. hay prices are hard to track and how Haywire is adding transparency.12 Jun 2026 · 40 min · 20 chapters
Why Tomatoes Are the Most Expensive They've Been in Four DecadesWhy tomato prices hit record levels (about +40% year over year, cited around $2.69/lb) and what drives spikes, including weather, Mexico vs Florida supply, tariffs, disease, retail pricing behavior,…11 Jun 2026 · 55 min · 28 chapters
How CoreWeave Sees the Market for Compute Right NowAI inference compute market update through CoreWeave’s lens—why inference spend is rising, how demand is diversifying beyond AI labs/hyperscalers, and what constrains scaling (power delivery,…8 Jun 2026 · 51 min · 20 chapters
Why Susquehanna Is Building a Prediction Markets BusinessOdd Lots discusses why Susquehanna International Group is building a prediction markets business—focusing on market making, institutional adoption, and how prediction markets can move beyond sports…6 Jun 2026 · 32 min · 12 chapters
Inside Hudson River Trading's Blistering Token BurnHudson River Trading’s head of AI, Ian Dunning, discusses how AI is changing quant research and short-term trading, the “endgame” of accelerating compute-driven progress, and the real bottlenecks…5 Jun 2026 · 31 min · 20 chapters
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AIDavid Solomon, CEO/chairman of Goldman Sachs, argues AI won’t cause a “white-collar job apocalypse,” and explains how banks should use AI to boost productivity while preserving human client…4 Jun 2026 · 1 h 6 min · 27 chapters
The Hidden Plumbing of Commodity FinanceCommodity finance as “self-liquidating” trade lending—how banks/financiers fund merchants’ inventory and shipments, hedge price risk, and manage collateral when disruptions trap working capital…1 Jun 2026 · 46 min · 23 chapters
How the Invention of Rope Gave Us Modern CivilizationHow rope’s invention and industrial-scale production enabled whaling, sailing, mining, bridges, and even proposed “space elevators,” arguing rope is the backbone of civilization.30 May 2026 · 37 min · 18 chapters
Gita Gopinath on Why Interest Rates Have Surged All Around the WorldGlobal bond yields rising in a “secular shift,” driven by higher real interest rates (r-star), persistent inflation expectations, large fiscal deficits, and AI-related capital spending; implications…29 May 2026 · 52 min · 24 chapters
Brendan Greeley on the Real 500-Year History of the DollarThe real, multi-century history of the “dollar,” arguing that money’s value comes from the assets and redemption mechanisms behind it—not from the simplistic idea of “fiat” issued by a state.28 May 2026 · 55 min · 25 chapters
What It Takes to Run One of London's Most Popular PubsRunning London’s popular independent pub The Devonshire—why pubs endure, how to design atmosphere, and the business mechanics (food, pricing, licensing, labor, Guinness quality, and sound).25 May 2026 · 1 h 8 min · 40 chapters
Architect Norman Foster on Why the West Struggles to Build BigWhy the West struggles to build big, framed through architecture’s role as a public good and the need for integrated, constraint-driven design (codes, needs, performance, budgets, and future…23 May 2026 · 54 min · 23 chapters
'The Assassin' Fahmi Quadir on How to Survive as a Short-SellerFahmi Quadir (“The Assassin”), founder/CIO of Safcat Capital, explains how conviction short sellers operate in the “golden age of fraud,” why shorting has become harder since 2021, what she shorts…22 May 2026 · 32 min · 11 chapters
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer ChipCerebras CEO Andrew Feldman explains how Cerebras built the world’s largest AI chip (wafer-scale silicon) and why it can deliver much faster AI inference at lower power/cost than GPUs, plus the…21 May 2026 · 52 min · 22 chapters
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro RisksWhy markets keep rising despite macro risks; how traders filter conflicting headlines; and the macro framework linking China/West imbalances, AI capex, sovereign debt, and real assets.19 May 2026 · 29 min · 11 chapters