Odd Lots

4.3 (3)
השקעות

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

לפני יומיים

Lots More on the Big Problem With the Monthly Jobs Report

We've been in a strange labor market for a while now. The unemployment rate is still nice and low at 4.2%. But the pace of job creation has been slowing markedly. And furthermore, not only has the pace of job creation been slowing, it seems almost every monthly Non-Farm Payrolls number ends up getting revised lower. Of course, this comes at a time of some big transitions in the workforce — whether we're talking immigration changes, aging demographics, or AI. As such, just understanding the monthly data has never been more difficult. And because it's so difficult, it's also challenging to get a read-through from data to policy. On this episode we speak with Steven Englander, global head of G10 FX research and North America strategy at Standard Chartered Bank. In addition to talking about the state of the labor market, we also discuss the goings-on in bond markets, and why the stress is particularly acute in Europe. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

24 דק׳
לפני יומיים

What's Behind the Boom in Buy Now Pay Later

Buy Now Pay Later is everywhere nowadays. Companies like Affirm, Afterpay, and Klarna have brought installment payments into everyday life, while big banks and tech firms also now racing into the space. With the market growing so rapidly, there are obvious concerns over whether BNPL is adding a new layer of 'hidden leverage' to the economy, giving online shoppers an alternative to more traditional financing like credit cards and bank loans. Data about BNPL usage is notoriously limited, and BNPL firms have so far resisted sharing information. In this episode, we speak with Julie Margetta Morgan, formerly at the CFPB and now president of The Century Foundation, about what's driving the BNPL market, how BNPL companies make money, and the macroeconomic impacts of the BNPL boom. Read more:Klarna, Backers Seek $1.27 Billion in IPO After Tariff PauseDollar Tree Boosts Outlook as Consumers Keep Hunting for Deals 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 See omnystudio.com/listener for privacy information.

36 דק׳
לפני 5 ימים

Dan Wang on China's Breakneck Economic Growth

In the past couple of years, the world has fully awoken to the incredible economic and technological growth exhibited by China. But what lessons are there for America? Are there even lessons for America? Dan Wang, research fellow at Stanford University's Hoover History Lab, has probably been one of the foremost commentators and observers on China's rise, having taken seriously their efforts to push the technological frontiers for years now. Now, he's out with a new book BREAKNECK: China's Quest to Engineer the Future. On this episode, we talk about what he's seen in the country, whether China is legitimately on the road to socialism, and how perceptions of the country have changed since he started doing his research. Read more:Samsung, SK Hynix Lose US Waivers on Chip Gear for China PlantsChina Warns Against Excess Competition in Booming AI Race 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 See omnystudio.com/listener for privacy information.

50 דק׳
לפני 6 ימים

Big Take: Taylor Swift Wedding Predictions Are the Hottest New Trade

Gamblers on prediction sites like Polymarket and Kalshi are already trying to cash in on Taylor Swift and Travis Kelce’s engagement — betting on everything from their wedding timeline to her next single.On today’s Big Take podcast, host Sarah Holder sits down with Bloomberg personal finance reporter Francesca Maglione and wealth reporter Annie Massa to dig into what a high-profile engagement can teach us about the rapidly growing predictions industry, the challenges with regulating it and who’s investing in its future. Like this episode? Listen and Subscribe to the Big Take podcast on Apple, Spotify, iHeart or wherever you get your podcastsOnly Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

15 דק׳
29 באוג׳

Emi Nakamura on Central Bank Credibility and the Taylor Rule

The post-Covid inflation will prove to be a treasure trove for academic economists, as they study what drives inflation, and the power that central banks have to contain it once it gets going. At this year's Jackson Hole Economic Symposium, UC Berkeley professor Emi Nakamura presented a new paper — co-authored with her Berkeley colleagues Jón Steinsson and Venance Riblier — titled Beyond the Taylor Rule. The paper sought to look at the wide range of choices that global central banks made in dealing with inflation to see what if anything could be learned about the Taylor Rule, a load-bearing idea in modern economics that describes what optimal monetary policy looks like when successfully balancing the Federal Reserve's objectives. Their paper discovers that in any bout of inflation, a central bank that has a greater history of fighting inflation also has the ability to deviate further from strict Taylor Rule guidelines, without achieving worse inflation outcomes. In an interview recorded in Jackson Hole, we speak with Professor Nakamura about her work and its implications for central bankers going forward. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

36 דק׳
28 באוג׳

Liz Truss on the 'Doom Loop' Engulfing the UK Economy

These days, everyone is talking about high interest rates across the rich, developed world, while warning of eventual fiscal disaster. But we may have gotten an early glimpse of this anxiety in October 2022, when then-UK Prime Minister Liz Truss unveiled her mini-budget that spooked the gilt market. Well today, rates at the long end of the British yield curve are even higher. So what's going on? Why all this angst now about UK fiscal sustainability and the economy itself? In this episode, we speak with Liz Truss about what she learned during her brief time as the PM. She talks about the political reality of fiscal consolidation, and how difficult it is on both the tax and spending side. And we also discuss what her economic vision was really all about, had she not been forced from the position so quickly. In addition, we talk about the general state of politics, the media, and free speech in the UK. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

58 דק׳
26 באוג׳

Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook

Criticism and threats to Federal Reserve independence have been building for some time in this administration. But it was taken to a new height on August 25, when Trump posted that he intended to fire Fed Governor Lisa Cook, a Biden appointee. According to our guest, Columbia Law Professor Lev Menand, this is a big deal that has created an immediate crisis. The Trump administration's argument is that it's firing Lisa Cook "for cause" due to allegations (and these are just allegations at this point) that she committed mortgage fraud. As Lev argues, these allegations alone can't justify the removal of someone in this position. We talk through the legal implications, the immediate path ahead, and what may ultimately be Trump's real aim when it comes to pressuring the Fed. Read more:Trump Moves to Fire Fed’s Cook, Setting Up Historic Fight Powell Opens Door to Interest Rate Cut, Citing Labor Markets 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 See omnystudio.com/listener for privacy information.

29 דק׳
26 באוג׳

Adam Posen on a Surreal Jackson Hole in a Post-American World

The annual Jackson Hole symposium is, formally speaking, an academic conference. Economists and central bankers gather to discuss the most important, cutting edge ideas in monetary policy. But there was certainly a different feel this year because of the relentless attacks on Fed Chairman Jerome Powell coming from President Trump. The whole premise of central bank independence is becoming a live question again. And without central bank independence, almost all of the more academic discussions feel like a waste of time. That makes for a surreal environment. On this episode of the podcast, we speak with Adam Posen, a former member of the BoE's Monetary Policy Committee, who now serves as President of the Peterson Institute for International Economics. He's the author of a recent Foreign Affairs article titled, "The New Economic Geography: Who Profits in a Post-American World." We talk about the shifting tectonic plates occurring domestically and internationally, what he sees as the folly of Trump's approach to trade and international relations, and how that intersects with the discourse among Central Bankers. Read more: What’s at Stake in the Fight Over Fed Independence Former ECB Chief Says ‘Illusion’ of EU as a Global Power Dashed 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 See omnystudio.com/listener for privacy information.

58 דק׳

הצגת הכול (1.1K‏)

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.

0.0 (0)

עסקים
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

5.0 (5)

השקעות
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

0.0 (0)

עסקים
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

5.0 (1)

השקעות
Foundering is an award-winning, serialized podcast from the journalists at Bloomberg Technology. Each season, Foundering brings you inside a different high-stakes drama from the technology industry, where its companies are wielding unprecedented capital and power.

5.0 (4)

חדשות טכנולוגיה
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

0.0 (0)

השקעות

לשאלות נפוצות בנושא מינויים

Joe Weisenthal

מנחה
Tracy Alloway

מנחה
Deven Mitchell

אורח/ת
Marcus Frampton

אורח/ת
Skanda Amarnath

אורח/ת
Burton Flynn

אורח/ת
Ivan Nechunaev

אורח/ת
Josh Norum

אורח/ת
Dave Cavitt

אורח/ת

4.3

מתוך 5

3 דירוגים

Best financial podcast by far

07.10.2021

s1llychilli

Any investor looking to do a deep dive interview into the macro fractures underpinning global markets over the last year, would have gotten the best takes from Odd Lotts over the last 2 years, early enough to milk the alpha before the markets proved them - China, crypto, supply chain, monetary policy, etc.
Good interviewees, weak hosts

03.06.2020

מיכאל ל

Tracy and Joe are usually not challenging the assertions of guests. They cover too much in too short a time and don’t get into details. They do not pause to appreciate, investigate or test dramatic and shaky claims, and fail to highlight moral assumptions. e.g in “talking mmt” with Cullen Roche, guest was saying things like “capitalism manages inflation via a buffer of unemployment”, which is almost a quote from Karl Marx. Hosts didn’t pause to reflect on the collectivist worldview behind that statement. Another example, in an episode on the future with nirp, the guest was making very sweeping and speculative predictions about changes to worldwide economic regimes, and there was apparently no time or interest to get into any details or challenge anything he said.

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

ערוץ

Bloomberg
יוצרים

Bloomberg
שנות פעילות

2015 - 2025
פרקים

1.1K‏
סיווג

תוכן הולם
זכויות יוצרים

2025 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
אתר התכנית

Odd Lots
ספק

Bloomberg L.P.