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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A16Z's David George on How Private and Public Markets Fused Into One
This year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course,...
Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"
The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will...
Ray Wang on How AI Is Causing DRAM Prices to Surge
For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and p...
The Sixth Bureau, Episode 1: Your Friend From Nanjing
It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center o...
Why Adam Posen Thinks Inflation Will Surge Back to 4%
The future is always tough to predict, but generally when it comes to inflation, a lot of the debate is about how long it will take the Federal Reserv...
New CFTC Chairman Michael Selig on How to Regulate Prediction Markets
We are rapidly entering a world in which there are odds on virtually everything. During the recent Super Bowl, the big prediction market platforms did...
Ricardo Hausmann Explains How the Venezuelan Economy Collapsed
Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past...
Evolving Money: The Tokenization Tipping Point (Sponsored Content)
In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, priva...
Lots More With Charlie McElligott on This Week's SaaSpocalypse
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenl...
How a Former Fed Vice-Chair Is thinking About the Next Fed Chair
The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some inte...
This Is How The US Can Become a Player in Rare Earth Metals
China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare...
The Surprising Similarity Between the US and Chinese Internets
In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would b...
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power al...
Lots More With Skanda Amarnath on the Risks of Kevin Warsh
Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split amon...
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so...
What It's Like to Do Big Ag Business in Venezuela and Ukraine
The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going to...
What It Takes to Build One of the World's Biggest Banks
One of the mega-themes of the economy is that the big keep getting bigger. You see it in technology, where the megacap software companies are outperfo...
Blackstone's Michael Zawadzki on How Private Credit Got so Big
We talk all the time about private credit. And we increasingly talk about it from the perspective of the AI buildout, and how all of these datacenters...
Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade
Earlier this week, we saw something unusual happen in markets. The S&P 500 fell 2%, US Treasury yields rose, and the dollar simultaneously declined. T...
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...