Podcast · 682 episodes
Odd Lots, page 5
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 5
Presenting What Next TBD: Why Everyone is Freaking out About Private CreditThe episode analyzes how a “ceasefire-ish” situation in the Middle East still leaves the Strait of Hormuz largely shut, disrupting oil and LNG flows and creating sharp regional energy…14 Apr 2026 · 37 min · 15 chapters
Ziad Daoud Explains How War with Iran Will Reshape the GulfHow the (U.S.-Iran/Israel-Iran) conflict and any ceasefire will reshape the Gulf’s energy flows, capital exports, trade routes, and domestic stability—especially for UAE, Saudi Arabia, Qatar, and…13 Apr 2026 · 45 min · 18 chapters
The Big Macro Force That's Been Driving Stocks Higher for YearsWhy stock valuations have stayed high despite “mean reversion” arguments, focusing on macro drivers: declining labor share, rising free cash flow, and a recent shift from shareholder payouts to heavy…11 Apr 2026 · 36 min · 13 chapters
How Shipping Insurance Really Works During a WarThe episode explains how maritime Protection & Indemnity (P&I) insurance clubs work and how “war insurance” fits in during conflicts like the Iran Strait of Hormuz situation.10 Apr 2026 · 53 min · 31 chapters
Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction MarketsOdd Lots interviews Thomas Peterffy (Interactive Brokers) about Forecast Trader/IBKR’s plan to professionalize prediction markets for institutional use, including market structure, liquidity,…9 Apr 2026 · 51 min · 22 chapters
Search Engine Presents: Are you a good driver?The episode asks whether robotaxis are actually safer than human drivers, tracing how Google’s self-driving work grew from DARPA’s desert races to public-road testing and later safety controversies…8 Apr 2026 · 1 h 8 min · 29 chapters
Gina Raimondo on How European Industry Is Getting CrushedGina Raimondo discusses U.S.-Europe tensions and argues Europe’s industrial base is being “crushed” by China’s subsidized, dumped, cheap imports (she cites roughly 20–30% higher year-to-date Chinese…6 Apr 2026 · 46 min · 18 chapters
Scott Bok Explains What Investment Bankers Actually Do All DayOdd Lots episode with Scott Bok (return guest), former longtime CEO of investment bank Greenhill and author of Surviving Wall Street, explaining what investment bankers actually do and how the job…3 Apr 2026 · 54 min · 24 chapters
This Is How to Tell if Writing Was Made by AIHow to detect whether text was written by AI, why detection matters, and how Pangram Labs’ detector works (including error rates, adversarial evasion, and AI-assisted editing).2 Apr 2026 · 49 min · 23 chapters
Javier Blas on Why Oil Could Go Much, Much HigherOdd Lots episode with energy/commodities columnist Javier Blas explaining why oil prices aren’t spiking as much as Strait of Hormuz-closure headlines suggest, and why refined-product prices…1 Apr 2026 · 41 min · 12 chapters
Why NASA Hired a Chief EconomistAlex McDonald, NASA’s first chief economist, explains why NASA created the role and how NASA uses economic analysis to guide strategy, procurement, and partnerships with private space firms.31 Mar 2026 · 49 min · 19 chapters
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AIHow Goldman’s CIO Marco Argenti says AI has moved from experimentation to production use, and what ROI, governance, and integration look like inside a regulated bank.30 Mar 2026 · 52 min · 26 chapters
Anthropic, the Pentagon, and the Future of Autonomous WeaponsThe episode of Odd Lots focuses on the dispute between Anthropic and the U.S.28 Mar 2026 · 52 min · 17 chapters
Now There's a Helium Shortage and It Affects More Than BalloonsOdd Lots episode explains why a helium shortage matters far beyond balloon parties.27 Mar 2026 · 51 min · 19 chapters
This Is How Big Money Is Trading the War in IranOdd Lots episode on how Iran war headlines are driving markets, especially oil/interest rates, and how positioning (“pain trades”), gold, FX, and private credit are reacting.26 Mar 2026 · 40 min · 24 chapters
The Petrochemicals Shock That's Already Rippling Through PlasticsHow disruptions to oil flows through the Strait of Hormuz are rippling through the petrochemicals supply chain, affecting feedstocks (naphtha/NAFTA, LPG, crude) and ultimately plastics—especially…25 Mar 2026 · 53 min · 23 chapters
David Shor and Byrne Hobart on the Politics of a White-Collar WipeoutDavid Shor and Byrne Hobart on the Politics of a White-Collar Wipeout24 Mar 2026 · 55 min · 26 chapters
What the Iran War Means for Dubai's Luxury BoomJoe Weisenthal and Tracy Alloway23 Mar 2026 · 55 min · 29 chapters
Introducing: Leaders with Francine LacquaBloomberg's Joe Weisenthal and Tracy Alloway explore interesting topics in finance, markets, and economics. Each episode provides a platform for thought-provoking discussions.22 Mar 2026 · 2 min · 1 chapter
Here's Why The Iran War Is Prompting A Safe Haven RethinkBloomberg's Joe Weisenthal and Tracy Alloway21 Mar 2026 · 12 min · 7 chapters
Greg Brew on Surging Energy and the 'Strategic Trap' of the War in IranIn this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway discuss the ongoing war in Iran with Gregory Brew, a senior analyst at Eurasia Group, who specializes in energy and…20 Mar 2026 · 53 min · 16 chapters
How War in Iran Will Squeeze America's Farmers Even FurtherJoe Weisenthal and Tracy Alloway19 Mar 2026 · 48 min · 16 chapters
War in Iran Is Redrawing the Map for Natural GasWar in Iran Is Redrawing the Map for Natural Gas18 Mar 2026 · 45 min · 24 chapters
War in Iran is Chewing Through American Missile StockpilesJoe Weisenthal and Tracy Alloway16 Mar 2026 · 44 min · 20 chapters