Odd Lots

Bloomberg
  • 4,5 (206)
  • INVESTISSEMENT

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

  1. -9 H

    James van Geelen on His Viral AI Doom Scenario

    Something very unusual happened in the market in the last week of February. It sold off, in part, thanks to an article on Substack. James van Geelen is the founder of Citrini Research, which published a piece a week ago titled, “The 2028 Global Intelligence Crisis.” It was not written as a forecast of an imminent disaster, but rather as a scenario analysis in which AI capabilities lead to widespread white collar job losses, triggering a deep downturn, and a financial crisis. Nonetheless, the piece went extraordinary viral, gathering all kinds of responses from economists and research shops and even Citadel Securities. On this episode, we speak with James, the piece's co-author, about what Citrini Research actually is, why he wrote the piece, and why this is a scenario worth paying attention to, even if it's not the most likely outcome. Read more:Bank Shares Walloped by More AI and ‘Cockroach’ Credit WoesPentagon Casts Cloud of Doubt Over Anthropic’s AI Business Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    43 min

  2. -1 J

    The Scramble Is On for Businesses to Get Their Tariff Refund Checks

    Earlier this month, the Supreme Court ruled that Trump's "Liberation Day" tariffs were illegal. And now basically every importer who paid those tariffs will be rushing to get their refunds. But will businesses actually get paid? And how do they file a claim? And should consumers get refunded if a business passed the cost of the tariffs on to them? On this episode, we're rejoined by regular Odd Lots guest Ryan Petersen, the CEO of Flexport, a major freight forwarding company. We discuss how the entire refund process works, and the estimated timeline for payoff. We also talk about the booming secondary market in refund claims, where traders are buying up other people's claims for, in some cases, 50 cents on the dollar. Ryan also walks us through how world trade has changed since the tariffs began and the various way companies tried to game the system. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    45 min

  3. -2 J

    How Insurance Costs Make NYC Construction So Expensive

    It's hard to imagine New York City becoming significantly more affordable as long as it remains so expensive to build things. Whether we're talking about new housing or transportation, the city is a famously expensive place to do construction. There are reports of subway elevators costing $100 million per station. Public bathrooms end up costing millions as well. One driver of costs is insurance, which is a major national issue, but particularly acute in NYC, with costs as a share of a given construction project having surged over the decades. So what's the story? On this episode we speak with Elizabeth Crowley, the president and CEO of the Building Trades Employers' Association, as well as Michael Capasso, the president and CEO of CAC Industries, a civil engineering firm which works on various heavy construction projects in the city. We talk about regulations that push the cost of operation higher, along with other factors such as project delays and labor availability.Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    47 min

  4. -5 J

    Alison Roman's Plan to Conquer the Tomato Sauce Market

    Alison Roman is a cult figure in the world of food media. She's written multiple hit cookbooks and several of her recipes have gone viral. And her newsletter is incredibly popular. Now, she's putting her name on consumer goods, recently launching a new line of high-end jarred tomato sauce called, appropriately, A Very Good Sauce, which she sells direct online. So what has she learned about the consumer goods industry and its supply chain? On this episode, she explains why she entered the space, how she thinks about carving out a niche, and everything she's learned — from figuring out shipping to co-packing to designing a recipe that can be cooked in high volume. We also talk generally about the world of food and food media and how she thinks about bridging content and commerce. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    54 min

  5. 21 FÉVR.

    Jamee Moudud on the Intellectual Roots of Zohranomics

    NYC Mayor Zohran Mamdani has certain ideas that make mainstream economists' head explode. Anything in the ballpark of rent control, specifically, is widely derided by defenders of the orthodoxy. But how did the orthodoxy become the orthodoxy? And how did the heterodoxy become the heterodoxy? On this episode, we speak with Jamee Moudud, a professor of economics at Sarah Lawrence College and author of the new book, Legal and Political Foundations of Capitalism. His scholarship sits at the intersection of economics and legal theory. He argues that one can not analyze the economy as if it were some separate thing that exists outside of the institutional and political realities of the time. We discuss the history of economics in the 19th and 20th centuries, and why certain ideas were adopted by the field, while others discarded and relegated to the margins. Read more: Mamdani Stacks NYC Board to Carry Out Promised Rent Freeze Mamdani Threatens to Hike NYC Property Tax to Fill Budget Hole Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    56 min

  6. 20 FÉVR.

    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, the big story is that big, thriving companies feel less and less pressure to go public. In a different era, private giants like Databricks and Stripe might've IPO'd a long time ago. So what's changed? Why are companies comfortable staying private for so long? On this episode, we speak with David George, a general partner at Andreesen Horowitz, who leads the firm's growth investing team. He discusses how private markets have grown deeper and more liquid, which greatly reduces the need for companies to have public stock at all. We also talk about how he's thinking about the AI disruption trade, and when it makes sense for these private giants to bite the bullet and expose their stock to public investors. Read more: Private Equity Targets Clean Energy After Steep Drop-Off in 2025 Andreessen Horowitz Backs Unicorn Kavak in $300 Million Round Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    49 min

  7. 19 FÉVR.

    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 pull the rug out from this industry. But even before these AI fears, software companies were seeing their growth slow. So how does the business actually work? And more importantly, what types of companies will actually survive the “SaaSpocalypse”? (Or maybe “the CaSaaStrophe”?) On this episode, we speak with Jared Sleeper, a longtime software investor who is now a partner at Avenir. We talk about the history of software, the evolution of business models, and where the threat is most acute. He also talks about why investors are so nervous, and their fears that in the long term many of these companies will be worth zero, while in the short term, they’re not even making much money on a GAAP basis.Read more: Private Software Companies Release Earnings Early to Calm AI NervesSubscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    49 min

  8. 16 FÉVR.

    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 prices just generally drifted lower. Suddenly all that's changed. AI has created voracious demand for DRAM and consumer facing companies are being forced to either curtail supply or raise prices due to exploding costs. But what is it about AI that consumes so much memory, and when will the market rebalance itself? On this episode, we speak with Ray Wang, an analyst at SemiAnalysis, who recently co-authored a report titled, Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom. We discuss the implications of this memory boom, how producers are responding to surging prices, and whether or not the Chinese companies in the space can catch up to the Korean giants, such as Samsung and Hynix. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    45 min
Tout afficher (1,2 k)

Émissions avec des avantages pour les abonnés

Upgrade for ad-free + exclusive bonus content

Consulter la FAQ sur l’abonnement

Animateurs et invités

4,5
sur 5
206 notes

À propos

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Informations

  • Chaîne
    Bloomberg
  • Créateur
    Bloomberg
  • Années d’activité
    2015 - 2026
  • Épisodes
    1,2 k
  • Classement
    Tout public
  • Copyright
    2026 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
  • Site Web de l’émission
    Odd Lots
  • Fournisseur
    Bloomberg L.P.

Plus de contenu par Bloomberg

Vous aimerez peut-être aussi