241 episodes

Bloomberg’s Joe Weisenthal and Tracy Alloway take you on a not-so random weekly walk through hot topics in markets, finance and economics.

Odd Lots Bloomberg

    • Investing

Bloomberg’s Joe Weisenthal and Tracy Alloway take you on a not-so random weekly walk through hot topics in markets, finance and economics.

    Why The Transition To Clean Energy Is Happening A Lot Faster Than People Realize

    Why The Transition To Clean Energy Is Happening A Lot Faster Than People Realize

    At the recent World Economic Forum in Davos, there was a lot of talk about the need to change the world's energy usage in order to address climate change. While it's easy to get cynical about business leaders and politicians talking about sustainability on a mountaintop in Switzerland, it turns out that a lot is already happening right now. On the latest Odd Lots episode, we speak with journalist and analyst Gregor Macdonald, the editor of The Gregor Letter, about what's actually happening on the ground. And why the transition to renewable energy is happening fast, even in the absence of aggressive government subsidies.

    • 42 min
    How An Exotic Investment Product Sold In Korea Could Create Havoc In The U.S. Options Market

    How An Exotic Investment Product Sold In Korea Could Create Havoc In The U.S. Options Market

    What's the connection between low global interest rates, Korean retail investors, and the U.S. options market? On this week's Odd Lots podcast, we discuss the fascinating world of Korean structured notes with Benn Eifert of QVR Advisors. He explains how a very exotic type of investment sold to Korean retail investors could, through a series of hedging requirements, end up causing massive volatility in the market for S&P 500 options.

    • 52 min
    What It's Like To Be An Investor In Iran's Market Right Now

    What It's Like To Be An Investor In Iran's Market Right Now

    Iran's stock market is one of the most unfamiliar equity markets in the world. With Iran under stringent U.S. sanctions, it's hard to even find data on where Iranian stocks are trading. Then there's geopolitical risk. This month the U.S. killed Iran's top general Qassem Soleimani and Iran retaliated by firing missiles at U.S.-Iraqi air bases, sparking a sell-off in global markets. So what happened to Iranian stocks in this time period? On this week's episode of Odd Lots, we speak with Maciej Wojtal, who runs the only European asset manager focused on Iranian stocks.

    • 37 min
    Introducing Prognosis Season 4: America's Broken Health-Care Costs

    Introducing Prognosis Season 4: America's Broken Health-Care Costs

    Americans are paying more and getting less for their health care than ever before. On the new season of Prognosis, reporter John Tozzi explores what went wrong. 

    • 2 min
    Why So Many Emerging Markets Are Blowing Up Right Now

    Why So Many Emerging Markets Are Blowing Up Right Now

    From Argentina to Chile to Lebanon, we're seeing a high degree of political and economic uncertainty among emerging market economies. On this week's Odd Lots podcast, we speak with Paul McNamara, a veteran fund manager at GAM Investments. McNamara explains why this moment is so turbulent, and what it will take to settle these economies down.

    • 33 min
    Why It's A Big Problem That Economists Still Don't Understand Money

    Why It's A Big Problem That Economists Still Don't Understand Money

    The severity of the Great Financial Crisis took economists by surprise, particularly the ones who believed that markets were largely stable and self-regulating. So why did so many eminent thinkers get it so wrong? On this week's episode of Odd Lots, we speak with Lord Robert Skidelsky, an economic historian who is known for being the pre-eminent biographer of John Maynard Keynes. Skidelsky is the author of the new book “Money and Government: The Past and Future of Economics”, and he tells us why economists' failure to understand what money is has been so detrimental to their understanding of the world.

    • 43 min

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