Odd Lots
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Odd Lots
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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Why the Tech World Is Going Crazy for Claude Code
In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latt...
Lots More on the Protests and Financial Crisis in Iran
One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually...
How to Make Money From the Booming Demand for Energy
One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going...
The Fight Over Fed Independence Just Got Taken To a Whole New Level
Even before Trump's victory in 2024, it was becoming clear that the Fed would come under political pressure like never before. The first year of the n...
Cullen Roche on the Art of Building a Perfect Portfolio
For a long time, you could make plenty of money and sleep easy at night with a simple 60/40 portfolio. You put 60% of your money in stocks and 40% in...
Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine
In some sense, the arrest of Maduro is nothing unusual. For over 200 years, the US viewed the entirety of the Western hemisphere as its legitimate dom...
Here's What Could Happen to Venezuela's Messy $170 Billion of Debt
There are a bunch of questions right now about the future of Venezuela, and one of the big ones is what's going to happen to its circa $170 billion pi...
This Is What Maduro's Arrest Means for the Oil Market
Venezuela is sitting on, by some measures, the biggest oil reserves in the world. And yet, in the immediate wake of Maduro's capture by US forces, the...
What Really Happens at a Fed Research Conference
Every year, regional Federal Reserve banks host some of the most substantive — and under-the-radar — events in the central banking world: research con...
The Business of Butterworth's, the Hottest New Restaurant in Washington DC
When the Odd Lots team was down in Washington DC earlier this year, we had a phenomenal meal at a restaurant called Butterworth's. As it turns out, th...
Tracy and Joe Answer All Your Questions
It's that time of the year. On this episode, Tracy and Joe answer questions from listeners that were submitted via voice note. We talk about everythin...
Goldman's Hatzius and Snider on the Outlook for 2026
2025 was an extraordinary year, with the real economy defying recession worries and equity markets putting up monster returns. So can this be repeated...
Merryn Talks Money: John Law, The Gambler Who Invented Modern Money (Part 1)
Hello Odd Lots listeners! As we take a break for the holidays we'd like to take a moment and bring you an episode by one of our sister shows here at B...
Scott Kupor's New Plan to Bring Tech Workers Into the Federal Government
If you're a high-skilled tech worker, then potentially huge fortunes await you working for a startup or one of our booming AI giants. But the governme...
Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever
By and large, American households are in a healthy economic position. Yes, unemployment has been rising, but it's still at fairly low levels. Consumer...
The Booming Business of Chinese Peptides
You probably already know someone doing peptides — the amino acids that form the basis of popular new drug treatments like Ozempic and Wegovy. Today t...
Meet the Politician the AI Industry Is Trying to Stop
The politics of AI are already exploding. Whether we're talking about data centers, electricity prices, labor displacement, water consumption, competi...
MeatEater's Steven Rinella on the Economic History of Hunting
When we think about America’s economic rise, we usually point to agriculture or the industrial revolution. But in the early days of colonization, one...
D.A. Wallach Explains Why Biotech VC Is So Different
Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new m...
This Is What It Takes to Get a Data Center Financed
Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a wa...
Dan Ivascyn Is Excited About a New Era in Fixed Income
In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflatio...
How Microsoft Excel Conquered Corporate America
Excel. If you work in corporate America, that word either inspires laser-focused productivity or pure dread. Over the last 40 years, the spreadsheet s...
Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works
Max Levchin probably knows as much about online payments as anyone. He was part of the original "PayPal mafia" before going on to become co-founder an...
AI Can Tell Us Something About Credit Market Weakness
There have been some wobbles in credit markets lately. It hasn't been too dramatic, but we've had some blowups, leading Jamie Dimon to speculate about...
Travis Kavulla Explains Why Electric Bills Shot Up
There's an incredible amount of focus on the grid this days. That's notable because for a long time, the grid was hardly of any interest. For years, l...
This Is Why Credit Card Interest Rates Are So High
Some people pay off their credit cards at the end of each month. They use the cards as a payment method and collect points and rewards, and never have...
Graham Allison on the Risks of a US-China War
The US and China are in a "Thucydides Trap," whereby the risk of war is heightened when an established power is threatened by a rapidly rising power....
Ray Dalio on the Five Forces That Make This a Historical Moment
You're not imagining it. This really is a moment of tremendous historical change. Various forces are all aligned right now and reshaping how the world...
Risky Business Preview
Here’s a preview of another podcast we enjoy, Risky Business with Nate Silver and Maria
Konnikova. Risky Business is a weekly podcast about maki...
Why America's Cattle Ranchers Keep Getting Squeezed
The country's cattle herd has shrunk to its smallest size in decades and beef prices have been soaring this year, with hamburgers and steaks becoming...
What Susan Collins Wants to See Before Supporting Another Rate Cut
In early November, it looked like almost a sure thing that the Federal Reserve would cut rates. Since then, the odds have come in dramatically, as a n...
Tyler Cowen on Why AI Hasn't Changed the World Yet
In many respects, AI technology is already mind-blowing, and can perform many tasks far better than the average person. And yet by and large, its impa...
The Politics of AI Are About to Explode
AI wasn't much of a topic in the 2024 election. But it will almost certainly be big in 2028, and probably even the 2026 midterms. There are concerns a...
Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued
Stocks are overpriced. Bonds are overpriced. And private assets are a powder keg. This is the view of Jeffrey Gundlach, the founder and CEO of DoubleL...
Citi's Dirk Willer on How You Know When the Bubble Is Over
According to Dirk Willer, the Global Head of Macro Strategy at Citigroup, we are definitely in bubble territory. Per his research, the stock market ha...
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
In recent weeks, there's been renewed anxiety about the sustainability of the AI boom. This is partly due to comments from OpenAI CFO Sarah Friar abou...
Cliff Asness on How Markets Got Dumber in the Last 10 Years
The Odd Lots podcast has been around for 10 years. Unfortunately, markets have gotten less rational over the same time frame. At least this is the con...
Jerry Neumann on the Problem With Investing in AI Right Now
AI has made a lot of people fabulously wealthy. But sorry, it's probably not going to be the thing that makes you rich. And if history is any guide, w...
How Chinese Real Estate Became the Biggest Bubble in History
Land is a weird asset. We need it to be affordable because everyone needs somewhere to live. But for many people, real estate is also their biggest st...
The Viral Milk That Helped Set Off America's Protein Boom
Protein seems to be everywhere these days, with brands from Starbucks to Pepsi jumping on the trend. But the obsession with protein may have started e...