Odd Lots

Bloomberg
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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, Thursday, and Friday

  1. 13小時前

    Gita Gopinath on Why Interest Rates Have Surged All Around the World

    There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy managing director of the IMF, has long warned that bond markets are "in a fragile place." She sees a confluence of demographics, high levels of public debt, and the intense capital needs of the AI boom creating inflationary pressure all around the world. Today we speak with Gopinath about the seeming disconnect between stocks and bonds and why investors may be wrong to assume that governments will have their back the next time there's a major shock. Read more: US Bonds’ Return to Pre-War Calm Fuels Bets It’ll Be Short-Lived China Sells $885 Million of Green Bonds in Hong Kong Debut 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.

    52 分鐘

  2. 1日前

    Brendan Greeley on the Real 500-Year History of the Dollar

    We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who actually controls it? To understand these questions, you need to understand how the dollar was born. Journalist (and current Ph.D. candidate in financial history) Brendan Greeley argues not only that the dollar is older than you might suspect, but that the dollar long precedes the United States itself. In fact, the word is derived from German, referring to a Spanish currency made from silver found in Mexico. In this episode, we discuss Brendan's new book, The Almighty Dollar: 500 Years of the World's Most Powerful Money. He explains not only the dollar's surprising history, but also what actually backs the US dollar and gives it purchasing power. See omnystudio.com/listener for privacy information.

    55 分鐘

  3. 4日前

    What It Takes to Run One of London's Most Popular Pubs

    As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our recent visit to London, we wanted to learn about the business of pubs. According to the British Beer and Pub Association, approximately two pubs a day have closed in England during the first quarter of 2026. Could pubs tell us something about larger trends in the British economy? And when it comes to the day-to-day operations of the business: How is a pub different from a regular bar? And how are publicans — pub managers — dealing with the era of the £10 pint? Today's episode is a special two-parter, devoted to the business of pubs. We talk to Oisin Rogers and Ashley Palmer-Watts, co-founders of the Devonshire, a famed London pub. The first part is with Rogers, who is the publican, and we discuss the difference between a good and bad pub, why he hates the word 'gastropub,' and how the indoor smoking ban changed the meaning of pubs for the average Londoner. Second up is a segment from our London live show with the Devonshire chef Palmer-Watts, who tells us about the complicated confluence of factors — from temperature to the right mix of gases — that lead to a perfect pint of Guinness, why higher ingredient costs (whether it's beef or scallops) don't always correlate to higher menu prices, and making a Victorian-era meat fruit for Apple's Jony Ive. Read more: Reeves Floats Price Freezes on Food in Bid to Cut UK Bills Inflation Resurgence Squeezes US Voters as Gas, Food Prices Rise ?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article 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.

    1 小時 8 分鐘

  4. 6日前

    Architect Norman Foster on Why the West Struggles to Build Big

    Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can also have a huge impact on the wealth and development of the area around it. So how do you encourage private developers to consider the public good when designing new projects? And how are some countries able to encourage more landmark building projects than others? In this episode, we speak with Norman Foster, renowned architect and founder of Foster + Partners. We talk to him about how constraints impact his own design process, how building budgets actually work, what makes a building successful in the long run, why China keeps completing mega-project after mega-project, and why places like the UK and the US are now struggling to keep up. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    54 分鐘

  5. 5月22日

    'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller

    A short seller is a gumshoe who roots out a particular story about a specific company and brings it to light. And Fahmi Quadir, the founder and CIO of Safkhet Capital, has been labeled "The Assassin" for being one of the most famous, successfully betting against companies like Wirecard and Valeant. In today's conversation with Quadir, recorded at our live show in London at Wilton's Music Hall, she dishes on what life is like for a short seller and why betting against stocks has been getting harder even during what she calls a "golden age of fraud." She also reveals that she's going long for the first time ever by investing strategically in one of the world's best-performing markets. Read more:Korea Exchange Is Said to Launch Weekly Options on Single StocksSwiss Pension Fund Eyes $1.1 Billion Private Credit Investment 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.

    32 分鐘

  6. 5月21日

    Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

    Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58 times larger than the average chip. That sheer size enables blazing fast inference for AI queries. Feldman joins us on the week of his company's IPO to talk about his core product and how it fits into the AI boom. We discuss the history of the GPU, competition between open-and closed-source models, the company's relationship with with TSMC, and more. Read more:Nvidia Tells Skeptical Investors That AI Is Ready to Go MainstreamTrump Set to Sign AI Cybersecurity Directive as Soon as Thursday 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.

    52 分鐘

  7. 5月19日

    Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

    It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conversation, recorded at our live show at Wilton's Music Hall in London, is all about fundamentals: How Tarman, DB's vice chair of global macro, and Singhal, the firm’s head of EM trading across rates, FX and Credit, make sense of conflicting headlines, whether the rally in tech stocks is to be believed, the tug of war between fast money and central bankers, and how traders are evaluating the difference between the AI models coming out of the US and China. Read more:Global Inventory Race Intensifies in Shadow of the Iran WarEmerging Carry Trade Rebounds, Top Picks Include Real, Rand 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.

    29 分鐘

  8. 5月18日

    Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

    Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Price shocks and shortages are, if anything, the way consumers understand the economy right now — at the grocery store or at the gas pump. Certainly, current (and future) shocks can be explained by the closure of the Strait of Hormuz. But the environment is weirder than just across the board price increases: The price of corn has barely moved, for instance, while fertilizer just keeps going up. We have not one but two perfect guests to talk to us today, our favorite commodity specialists: Bloomberg Opinion columnist Javier Blas and Lorcan Roche Kelly, the business editor at Irish Farmers Journal. Today's episode — which was recorded on stage at Wilton's Music Hall in London as part of our first ever show outside the US — covers how the world's farmers feel about US trade policy, why today's energy shock is so different from 2022's, the true impact of the UAE leaving OPEC, and why it's going to get harder to buy hard cheese in the near future. Read more: Global Bond Selloff Worsens as Rising Oil Prices Spook Investors China Allows Exports for 425 US Beef Plants, Trade Group Says 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.

    31 分鐘
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關於

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

資料

  • 頻道
    Bloomberg
  • 創作者
    Bloomberg
  • 活躍年份
    2015年 - 2026年
  • 單集
    1.2K
  • 分級
    兒童適宜
  • 版權
    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
  • 節目網站
    Odd Lots
  • 提供者
    Bloomberg L.P.

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