Odd Lots

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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. 31 Λ. ΠΡΙΝ

    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 of that campaign is the Ministry of State Security, China’s elusive intelligence agency. The US has apprehended hundreds of people accused of giving information to the MSS, but the agency’s inner workings have been a mystery — until now. Today, we’re bringing you Episode 1 of The Sixth Bureau, a limited-run series from The Big Take. The series follows an MSS intelligence officer whose mission was to acquire the crown jewels of American aerospace companies. With aliases, blackmail and the occasional break-in, he targeted corporate giants. That is, until his sloppiness — and a cunning FBI sting — led to a stunning reversal: Xu Yanjun became the first Chinese intelligence officer ever convicted on American soil. Listen to Episode 2, available now in The Big Take. See omnystudio.com/listener for privacy information.

    13 λεπτά

  2. 2 ΗΜ. ΠΡΙΝ

    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 Reserve to get back to its 2% target. In other words, people generally agree on the direction, but disagree on the speed. But our guest on this episode violently disagrees with the consensus direction. Peterson Institute President Adam Posen thinks inflation will be back at 4% by the end of the year. He first unveiled his thesis in a piece co-written with Lazard's Peter Orszag last month. Posen argues that the lagged effect of tariffs, immigration, further fiscal easing, and declining Fed credibility will combine to cause prices to reaccelerate. In this conversation, we speak with Posen about his thesis, and why he thinks the reports of economic softening are mistaken. We also talk about the broader geopolitical landscape and whether Europe is ready to really change its relationship with the United States.More: A Very Non-Consensus Inflation Call Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    57 λεπτά

  3. 3 ΗΜ. ΠΡΙΝ

    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 didn't just offer bets on the game itself, but also on more exotic facets, such as the first song that Bad Bunny would sing, even who would join Bad Bunny in the performance. And while a lot of people thinks this looks like gambling, it's actually regulated by the CFTC, an agency created in the 1970s to regulate derivatives. On this episode, we speak with new CFTC Chairman Michael Selig, who was nominated by President Trump and took his position in December. We talk to him about his philosophy, and why it is that these new bets are regulated as financial instruments, rather than gambling products. We talk about the tension that emerges when 18-year-olds can place bets on sports via prediction markets, even though in many states have laws on sports gambling, either banning it outright, or requiring participants to be at least 21. We also talk about crypto regulation, and whether perpetual futures -- which have exploded in the crypto space -- could soon be coming to traditional markets. Read more: Jump Trading Poised to Gain Stakes in Kalshi and Polymarket Gambling Stocks Sag as Prediction Markets Steal Super Bowl Bets 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.

    50 λεπτά

  4. 6 ΗΜ. ΠΡΙΝ

    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 about the necessary preconditions for economies to grow and thrive. But in addition to his academic work, Hausmann was previously a policymaker in Venezuela, including a stint at the country's central bank prior to the election of Hugo Chavez. In this conversation, we talk about how Venezuela went from being the largest oil exporter in the world (even larger than Saudi Arabia for a time) to becoming the ultimate economic basket case. We also talk about the huge challenge the country will face in reinvigorating its economy, and why he believes that will be impossible as long as the remnants of the Maduro government remain in charge.Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    49 λεπτά
  5. Evolving Money: The Tokenization Tipping Point (Sponsored Content)

    8 ΦΕΒ

    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, private assets, real estate and more. And that’s just the start of the tokenization revolution, experts predict, because of four main drivers:  Increased liquidity for illiquid assets, broader investor access, operational efficiency, and global distribution and interoperability. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.

    22 λεπτά

  6. 6 ΦΕΒ

    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 — suddenly collapsed. Of course, there are plenty of things you can point to as the proximate cause of the selloff. AI is now an existential threat to SaaS. Bitcoin has seen some unflattering headlines. The nomination of Kevin Warsh as the next Federal Reserve chair stalled the debasement trade. But the way the market functions has also changed enormously, arguably leading to faster and more violent moves. On this episode, we catch up with Charlie McElligott, cross-asset macro strategist at Nomura, who explains just how much market mechanics have shifted, and talks about the flows and positioning he's seeing right now. See omnystudio.com/listener for privacy information.

    33 λεπτά

  7. 6 ΦΕΒ

    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 interesting sociological questions too. What role does the Fed chair actually play in setting monetary policy? How do they communicate -- and influence -- members of the Fed board? How do they communicate to markets? What happens when someone who's been advocating major regime change at the central bank is now running it? And how do they balance independence with politics? In this episode, we speak with Richard Clarida, former Fed vice-chair and now global economic advisor to Pimco. We talk about what a Fed chair actually does and what we know about Warsh's policy stances so far, as well as why Clarida thinks there may be more volatility in the bond market as a result. Read more:Bonds Rally as Job-Market Angst Backs Fed Rate-Cut OutlookBessent Declines to Draw Line on Removing Fed Member for Policy 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.

    51 λεπτά

  8. 5 ΦΕΒ

    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 earths ever get cut off, it also gives China significant leverage in trade negotiations right now. Of course, the issue is not that China is naturally endowed with more of these materials, but rather that, over the decades, it's built up an industrial ecosystem to mine and process them. So, is there any prospect of the US entering the arena in a way that's actually competitive? Our guest says yes. Heidi Crebo-Rediker is a senior fellow in the Center for Geoeconomics Studies at the Council on Foreign Relations. Earlier in her career, she was the US State Department's first chief economist. For the CFR, Heidi has undertaken an extensive study of the US position with respect to rare earths and developed a broad set of suggestions for how the US can actually compete. She discusses the resources we have right now, and the technologies and policies that could make the US competitive in this arena. Read the report here: https://www.cfr.org/report/leapfrogging-chinas-critical-minerals-dominance/ Read more:Why China’s Grip on Critical Minerals Is So Hard to BreakEU to Offer US Critical Minerals Partnership to Check China 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.

    42 λεπτά
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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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    Bloomberg
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    Bloomberg
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    2015 - 2026
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    1,2 χιλ.
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    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
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