788 episodes

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

Odd Lots Bloomberg

    • Business
    • 4.6 • 10 Ratings

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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.

Listen on Apple Podcasts
Requires subscription and macOS 11.4 or higher

    How a DOJ Economist Approaches Antitrust in America

    How a DOJ Economist Approaches Antitrust in America

    The Department of Justice and the Federal Trade Commission have taken an invigorated approach to antitrust under the Biden administration, targeting companies for labor issues like non-competes, in addition to looking at more traditional measures of anti-competitive behavior, like higher pricing. But how does an economist examine the impact of monopoly practices on the overall economy, or take into account new and different measures of their effects? In this episode, we speak with Ioana Marinescu, principle economist at the DOJ's Antitrust Division, about how she analyzes these thorny issues and what she's learned from specific recent cases, like Activision/Overwatch League, or Penguin Random House’s attempted acquisition of Simon & Schuster.
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    • 45 min
    Introducing: Big Take Asia

    Introducing: Big Take Asia

    We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region. 
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    • 1 min
    How to Succeed at Multi-Strategy Hedge Funds

    How to Succeed at Multi-Strategy Hedge Funds

    Multi-strategy hedge funds are all the rage right now. But there's also a lot of confusion about what exactly they do, and how the the so-called "pod shops" differ from more traditional hedge funds. In this episode of the podcast, we speak with Giuseppe 'Gappy' Paleologo, a long-time veteran of the space. In addition to writing books about quantitative finance, Gappy was director of risk and quantitative analysis at Citadel and head of enterprise risk at Millennium, among many other jobs. He walks us through what multi-strat traders actually do all day, what makes for a good multi-strat candidate, and how to win in the pod shop game.
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    • 48 min
    Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

    Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

    Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come on stream, many people expect a long-term shortage of the metal to materialize. But despite all that excitement, copper prices actually fell over the past few years. Now, copper bulls are getting another chance as the metal surges towards a new record. So why didn't the thesis play out before? And what does the mismatch between short-term prices and long-term supply actually mean for the world? In this episode, we speak to Jeff Currie, a long-time copper bull and commodities veteran who's now at Carlyle Group. We talk to him about why copper is his highest-conviction trade ever, plus the outlook for oil and big changes in petrodollars.
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    • 41 min
    Pierre Andurand Says the World Could Run Out of Cocoa Inventories

    Pierre Andurand Says the World Could Run Out of Cocoa Inventories

    Pierre Andurand made his name trading oil and other energy-related assets, but wild swings in the price of cocoa have recently lured the founder of Andurand Capital Management into a new market. He bet on cocoa earlier this year and saw the trade pay off as the price of the beans surged to a record $12,000 a ton. Prices have since fallen back to around $7,800, but Andurand sees scope for further upside as extreme deficits in the building blocks of chocolate loom. In this episode, we talk about how he entered the cocoa market, how he formed his investment thesis, and potential interest in other soft commodities, like coffee and orange juice. We also talk about copper, where a similar story of structural shortages is now playing out in prices.
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    • 45 min
    Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

    Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

    This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Reserve's future decisions to raise, hold or lower benchmark interest rates. Meanwhile, the Biden administration is preparing to announce new tariffs aimed at curbing Chinese imports in key industries, including electric vehicles, batteries and solar cells. On this episode, we speak to Odd Lots favorite Viktor Shvets. The Macquarie strategist has a way of threading the needle between major global events and reaching back into history to provide context for our current macroeconomic moment. He describes the US central bank as a prisoner of its own policies, namely data dependency and the "dot plot." Meanwhile, China faces "massive" overcapacity problems as more and more countries put up barriers to its exports. We also talk about generational shifts and what they mean for investment.
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    • 48 min

Customer Reviews

4.6 out of 5
10 Ratings

10 Ratings

SKBC1Q ,

Good sense check for mainstream view but nothing more.

I’ve been listening to the podcasts for over a half year now. This podcast is pretty well aligned with the mainstream view and it’s useful to sense check for that. Some guests are great but also it hosts scammers like SBF and provides an opportunity to promote himself. Of course as soon as everything is blown, this podcast will be the first covering the demise of it as if their hands are clean. A bit hypocritical.

Also the hosts seem pretty biased on certain topics.

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