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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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...
Lots More on the Worsening State of the US Labor Market
If the government were open, we'd be getting a jobs report today. But as it is, we're in this blackout of official economic data. That's unfortunate,...
Dmitry Shevelenko on Perplexity's Vision for Reshaping the Internet
The news business isn't a great one these days. At least for a lot of legacy outlets (newspapers, cable networks, print magazines etc.), the Internet...
San Francisco's New Mayor on Homelessness, Unaffordability, and AI
New York City is about to elect a new mayor, and whoever it is will have to address growing challenges like unaffordability, homelessness, and other b...
How Hudson River Trading Actually Uses AI
Unfortunately, it doesn't seem as though you can get great stock picks just by going to ChatGPT and asking it to recommend some investments. And yet f...
The Movement That Wants Us to Care About AI Model Welfare
You hear a lot about AI safety, and this idea that sufficiently advanced AI could pose some kind of threat to humans. So people are always talking abo...
Why It's Still So Expensive to Build Homes in America
Everyone has an opinion on why housing is so expensive in America -- and to be fair, there are probably a lot of reasons for it. But one simple factor...
The Hidden Supply Chain Making Every Menu Feel Familiar
If you go out to eat at a restaurant, whether it's a fast food chain or a Michelin-starred bistro, there's a good chance the ingredients on your plate...
Daniel Yergin on What Happened to the Energy Transition
A few years ago, governments and corporations were brimming with optimism about the prospect of getting to net-zero in the efforts against climate cha...
Why The World Started Hedging Its US Dollar Exposure
Some economists expected that the dollar would strengthen when the tariffs were imposed. Instead, the opposite happened. The dollar fell sharply and i...
Olli Rehn on the Big Competitiveness Challenge Facing Europe
The 2010s saw economic weakness across Europe's periphery. Countries like Greece, Spain, Italy, and so forth were the sites of so much stress. In the...
Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability
Gold has been surging. Risky assets (with a few minor hiccups) have also been surging. And yet, central bankers (most notably the Fed) are in rate cut...
Introducing: The Mishal Husain Show
Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of...
A Trip to Alaska With San Fran Fed President Mary Daly
Earlier this year, we traveled along with San Francisco Fed President Mary Daly on a trip to Alaska. You may remember the episodes we did with Mary at...
Why the Trump Administration is Now Taking Equity Stakes in American Companies
It's nothing new for the US government to use public money to support private American companies. The Biden administration, via CHIPS and the Inflatio...
Why Argentina Needs Bailout After Bailout After Bailout
Argentina is getting bailed out again, with $40 billion of help from the Trump administration. Of course, this is a recurring phenomenon for Argentina...
Andrew Ross Sorkin on the Stock Market Crash That Shattered America
Almost everyone is talking about us possibly being in a bubble. Regardless of how AI investment ultimately pan out, there is an incredible amount of r...
John Ganz on the Era When America Was Consumed by Panic With Corporate Japan
These days, there's a non-stop drumbeat of concern that China and its dominant companies will eat America's economic lunch, so to speak. Of course, th...
Why the Price of Money Surged in the Last 6 Years
What changed between 2019 and 2025? Why are interest rates so much higher? Why does it seem virtually unfathomable that the Fed will return to ZIRP an...
James van Geelen on the Next Phase of the AI Buildout
Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train...
Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money
We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechanics of how the central bank actually tightens or lo...
Terry Duffy on the CME's Big Push into Retail Trading
CME Group is one of the oldest exchanges around, tracing it's history all the way back to the late 1800s, when it specialized in agricultural commodit...
Tarek Mansour on Kalshi's Plan to Create Markets in Everything
For over 20 years, people have been talking about prediction markets or event markets are the next big thing. But mostly, with some niche exceptions,...
The King of Chicago Trading Wants to Build a GPU Market Bigger Than Oil
Don Wilson has built a career diving into some of trading’s thorniest problems, including figuring out ways to trade new and niche markets. Now, the f...
Introducing IVF Disrupted: The Kindbody Story
Kindbody, one of the largest fertility companies in the US, sought to disrupt egg freezing and IVF by combining spa vibes with Silicon Valley efficien...
Jack Morris on Finding the Next Big AI Breakthrough
We know that the top-tier AI labs are spending unbelievable amounts of money on talent. But what are these researchers actually working on? And how do...
Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech
There are two huge winning trades that people are looking at day after day. Gold keeps going up and US tech stocks keep going up. But what is driving...
Jim Cramer on the Retail Trading Revolution
In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream...
Michael Froman on the New 'Polyamorous' Global Trading System
When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had be...
Henry Wang on China's Role in the New Emerging World Order
There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole...
Elon Musk's Pay Package and the Threat to the Delaware Corporation
If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state...
The Cardboard Boxpocalypse and the State of the US Economy
Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes...
Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now
Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the sp...