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.

3 HR AGO

Lots More With Skanda Amarnath on the Risks of Kevin Warsh

Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split among some interesting lines. People like Neil Dutta have been highly critical, while at the same time, the pick has earned praise from Jason Furman, who was the Chair of President Obama's Council of Economic Advisers. So who is Kevin Warsh? And why is this pick particularly controversial? On this episode, we talk with Skanda Amarnath, Executive Director of Employ America, who walks us through Warsh's history of commenting on and executing monetary policy. He argues that in addition to having gotten some big calls wrong (particularly in the years surrounding the GFC), Warsh has a history of aligning his policy views with partisan consideration. We also talk about the challenges Warsh will have establishing credibility within the FOMC, as well as challenges that may arise the next time the Fed has to step in during a period of crisis. Read more:Fed’s Musalem Says It Would Be ‘Unadvisable’ to Lower RatesCarney, Macklem Congratulate Warsh on Federal Reserve Nomination Only Bloomberg 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.

26 min
14 HR AGO

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so has gold, which has very few industrial uses. And then, of course, silver has seen a blistering rally, in part due to massive buying in China. On this episode, we bring back the man who saw this coming years ago, Carlyle partner Jeff Currie. Prior to joining Carlyle, Currie was a top commodities analyst at Goldman Sachs, and has been calling for the emergence of a brand new supercycle for years now. In this episode, he explains the drivers of this supercycle, and why he thinks we're in the very early days of what will be a multi-year run. Read more: Gold Retreats in Sudden Selloff After Breaking Through $5,500 China’s Metals Mania Sends Copper Soaring Past $14,500 a Ton 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.

40 min
1 DAY AGO

What It's Like to Do Big Ag Business in Venezuela and Ukraine

The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going to need a massive rebuild. But what is it like for a big multinational to actually operate in these types of places? In this episode, we speak with Jeff Kazin and Mike Rohlfsen, the cofounders of agricultural consultancy AgrisAcademy and former long-time Cargill employees. Jeff previously ran Cargill's Venezuelan business and Mike was the company's first employee in another geopolitical hotspot: Ukraine. We talk about the challenges they faced in these two locations, including dollar shortages, corruption, and security threats, and their sometimes creative solutions to them.Read more:Venezuela Leader Pressed From All Sides Over Oil Industry PlansUkraine Says It Attacked Small Oil Refinery in Southern Russia Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

52 min
4 DAYS AGO

What It Takes to Build One of the World's Biggest Banks

One of the mega-themes of the economy is that the big keep getting bigger. You see it in technology, where the megacap software companies are outperforming their smaller peers. And you see it in finance, where the world's biggest banks keep growing their share within the industry. Across multiple fields, there are clear advantages to size and scale that keep accruing. But what does it take to get to the very top, and what are the real advantages to size and scale? PNC Financial is one of the biggest banks in the country, though not quite as big as names like JPMorgan or Bank of America. So what does it take to grow in such a mature industry? And what kind of advantages accrue to the large players? On this episode, we talk to CEO Bill Demchak in a wide ranging conversation about the state of the industry. He explains why they're still building physical bank branches, why it's not a good time to make acquisitions, and how one bank stands out from another. We also talk about the changing regulatory environment, and what the firm is seeing right now in terms of useful applications of generative AI.Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

1h 3m
23 JAN

Blackstone's Michael Zawadzki on How Private Credit Got so Big

We talk all the time about private credit. And we increasingly talk about it from the perspective of the AI buildout, and how all of these datacenters are being financed. But why did the space get so big in the first place, and what does its history indicate for the future of the asset class? On this episode, we speak with Michael Zawadzki, the Global CIO for Blackstone Credit and Insurance. Michael’s been with the firm since 2006, and built its private credit from the ground up. He talks about what it took to succeed in the space, the advantages that accrue to large players, and why private credit has played such an important role in financing AI infrastructure. Read more:Private Credit Firms Push New Funds in Bid to Tap Retiree MoneyBlackRock’s HPS Makes Its First Asia Investment After Merger 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 min
22 JAN

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

Earlier this week, we saw something unusual happen in markets. The S&P 500 fell 2%, US Treasury yields rose, and the dollar simultaneously declined. This trifecta of market moves has rekindled talk of the "Sell America" trade as investors worry about the Trump administrations threats to take over Greenland. At the same time, Japanese bonds sold off after Prime Minister Sanae Takaichi called a snap election. So, how concerned should investors be about these latest developments? Is the "Sell America" trade really back? Or are we seeing a global rise in long bond yields? In this episode, we talk with Pimco CEO Emmanuel Roman about how he’s reading the moves. We also discuss Pimco's investment in data center debt, how the company is using AI internally, and why he doesn't 'get' gold. Read more: Why Investors Are Worried About Japan’s Bond Market How Gold’s Safe-Haven Appeal Is Fueling Record Prices 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.

47 min
19 JAN

Why the Tech World Is Going Crazy for Claude Code

In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latter half of last year, everyone was excited about how good Google's Gemini was. In January 2026, the new hot thing everyone is talking about is Claude Code. But of course, the AI models have been able to generate lines of code for a long time now. So what is it about Claude Code that has people so excited? Why is it that people are asking: "Is this AGI?" On this episode, we speak with Noah Brier, the co-founder of Alpehic, a consultancy firm that helps large organizations implement AI technology. Noah has been using the Large Language Models for longer than just about anyone, since even before ChatGPT existed. He explains to us the evolution of AI-assisted coding, what Claude Code actually is, and why it is that traditional software firms have been getting destroyed in the stock market lately. Read more: Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices AI Coding Startup Replit Nears Funding at $9 Billion Valuation 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.

55 min
16 JAN

Lots More on the Protests and Financial Crisis in Iran

One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually complete news blackout, in part because of the government shutting down the internet. What this means in practice right now is that someone on the outside can't even know for sure whether the Iranian stock market has been trading lately, or whether it's been halted. And then of course there are bigger questions about the scale of the civil unrest and the government's response to it. On this episode of Lots More, we check in with recurring guest Maciej Wojtal, the founder and CIO of Amtelon Capital, one of the few international firms to have direct exposure to Iranian stocks. We talk about what he's been able to ascertain about the protests, why they're taking place, Iran's ongoing financial crisis, and why this round of civil unrest is different from before.READ MORE: How Iran Sanctions and a Currency Crash Triggered Mass ProtestsSubscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

22 min

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Barry Ritholtz speaks with the people that shape markets, investing and business.

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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.

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Joe Weisenthal

Host
Tracy Alloway

Host
Jeff Kazin

Guest
Mike Rohlfsen

Guest
Bill Demchak

Guest
Michael Zawadzki

Guest
Emmanuel Roman

Guest
Noah Brier

Guest
Maciej Wojtal

Guest
Tyler Rosenlicht

Guest

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

Channel

Bloomberg
Creator

Bloomberg
Years Active

2015 - 2026
Episodes

1.1K
Rating

Clean
Copyright

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
Show Website

Odd Lots
Provider

Bloomberg L.P.