Podcast · 682 episodes
Odd Lots, page 4
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 4
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No SenseLive Odd Lots episode on why oil, beef, electricity, and food prices aren’t behaving like people expected—arguing the “shock” is delayed and spread across energy inputs (especially electricity and…18 May 2026 · 31 min · 16 chapters
Stripe's John Collison on How Agentic Commerce Will Reshape the InternetAgentic commerce—AI agents researching and executing purchases (B2C and developer-led B2B) with reduced friction, better product discovery, and new “machine-readable” commerce infrastructure.16 May 2026 · 47 min · 21 chapters
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming BackAlbert Edwards (SocGen) argues that the “Ice Age” era of falling bond yields is ending and that double-digit inflation could return, driven by fiscal dominance, political constraints on austerity,…15 May 2026 · 54 min · 26 chapters
Martin Wolf on the 'Terrifying' Superpower That the US WieldsMartin Wolf discusses the “nightmare” Iran scenario and why markets may be underreacting; he also argues the US under Trump is becoming a “bewildering superpower,” with major implications for…14 May 2026 · 1 h 6 min · 25 chapters
Samanth Subramanian on the Undersea Cables That Keep the Internet AliveHow undersea fiber-optic cables physically power the internet, how they’re laid and repaired, why they’re vulnerable to accidents and sabotage, and how funding/geopolitics (including big-tech…13 May 2026 · 42 min · 15 chapters
The Bank of England's Megan Greene on Monetary Policy in a World of Supply ShocksMegan Greene, an external member of the Bank of England’s Monetary Policy Committee (MPC), explains how monetary policy should respond to persistent inflation risks amid repeated supply shocks…11 May 2026 · 53 min · 25 chapters
Mariana Mazzucato Thinks We Need More MoonshotsMariana Mazzucato argues governments need “moonshots” (mission-oriented innovation) to solve big problems, and warns that today’s AI boom and heavy reliance on consultants can erode state…8 May 2026 · 56 min · 28 chapters
How an American City Can Become a Manufacturing HubHow Allentown, Pennsylvania rebuilt manufacturing after deindustrialization, using a “small-footprint manufacturing” strategy, industrial building reuse, and zoning reforms; how federal industrial…7 May 2026 · 52 min · 20 chapters
How Baltimore's Mayor Is Fighting the City's Vacant Housing CrisisBaltimore’s vacant housing crisis and Mayor Brandon Scott’s 15-year, block-by-block strategy to reduce vacancies, attract investment, and cut violence.4 May 2026 · 49 min · 23 chapters
Inside the Booming Market for Dinosaur FossilsThe episode is about the booming dinosaur fossil market and how it’s evolving into something more like the art/antiquities world.2 May 2026 · 49 min · 17 chapters
How Taiwan Became the World's Most Perilous Geopolitical ChokepointWhy Taiwan is a “perilous chokepoint” for China, the U.S., and global markets—especially due to Taiwan’s semiconductor industry and the risk of blockade/invasion disrupting advanced compute.1 May 2026 · 57 min · 22 chapters
BlackRock's Rob Goldstein on the Next Megatrends in FinanceRob Goldstein (BlackRock COO) discusses four finance megatrends—rise of the buy side, technology in trading/risk, growth of private markets, and power-law dominance of a few large firms—and how AI…30 Apr 2026 · 56 min · 29 chapters
What's Actually Going On With Private CreditPrivate credit’s rapid post-2008 growth, why it expanded, how fund structures and redemption “gates” work, and whether current stress could become a broader credit crunch.27 Apr 2026 · 51 min · 22 chapters
Presenting Foundering Season 6: The Killing of Bob Lee, Part 1The episode reconstructs the April 4, 2023 stabbing death of Bob Lee, a 43-year-old tech executive (Google Android, CTO at Square, founder of Cash App). It opens with the 2:34 a.m.26 Apr 2026 · 37 min · 16 chapters
Understanding the Most Viral Chart in Artificial IntelligenceOdd Lots episode explains Meter’s “time horizon” chart, often described as the most viral AI chart, which tracks how quickly AI systems can complete tasks relative to human time.25 Apr 2026 · 57 min · 26 chapters
James Bosworth on the "Orange Wave" Happening Across Latin AmericaJames Bosworth explains an “orange shift” in Latin America—right-leaning leaders aligning with Trump—plus how U.S.24 Apr 2026 · 50 min · 20 chapters
Google's Liz Reid on Who Will Own Search in a World of AIHow Google’s Liz Reid says AI overviews and Gemini change search usage, query behavior, and monetization—without replacing the web or ads.23 Apr 2026 · 51 min · 24 chapters
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz CrisisThe episode analyzes how the Hormuz crisis (closure of the Strait of Hormuz) is reshaping global energy security, commodity supply chains, and geopolitics, and what that implies for oil routes, LNG,…22 Apr 2026 · 46 min · 24 chapters
Brad Jacobs on His Big Bet on Building InsulationQXO CEO Brad Jacobs explains QXO’s $17B “merger” to acquire TopBuild, building a larger insulation/roofing/waterproofing distributor tied to long-term construction and data-center demand.21 Apr 2026 · 41 min · 20 chapters
Jack McClendon on Why It's So Hard to Create a New American Oil BoomWhy it’s hard for the U.S. to restart a big “oil boom,” despite political calls to drill more and recent oil price spikes; includes discussion of cost/breakevens, capital discipline, and how quickly…20 Apr 2026 · 46 min · 23 chapters
Alex Imas on Why Economists Might Be Getting AI WrongAlex Imas argues economists may be underestimating AI’s labor-market impact because they focus on historical job-displacement analogies but miss task complementarity, firm incentives to automate, and…18 Apr 2026 · 47 min · 22 chapters
Planet Money Turned Everyday Annoyances Into an Economics BookOdd Lots episode where hosts Tracy Allaway and Joe Weisenthal interview Planet Money co-host Alex Mayasi and longtime contributor Mary Child about their book Planet Money: a guide to the economic…17 Apr 2026 · 39 min · 18 chapters
Brad Setser on the War in Iran and the Future of the US DollarThe episode connects the Iran-related war risk and oil shock (including Strait of Hormuz/toll dynamics) to the future of the US dollar and “de-dollarization,” arguing that despite rhetoric, the…16 Apr 2026 · 52 min · 21 chapters
War in Iran Is Already Reshaping East Asia's Energy FutureHow an Iran–Israel–Lebanon conflict and a near-closure of the Strait of Hormuz are already reshaping East Asia’s oil and LNG supply, prices, refining operations, and longer-term energy strategy…15 Apr 2026 · 37 min · 15 chapters