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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

10 hr ago

How Substack Creators Are Covering This Strange Markets Era

We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been Odd Lots guests before, and we wanted to get them together to discuss how journalists and analysts are supposed to cover this incredibly strange and highly pressurized moment in markets. Not only has AI basically infected every corner of the world, the media included, but there's just so much news that it's sometimes hard to figure out what the focus should be. But James, Sam, and Jasmine have all found their own niches, and cover AI in a really unique way. This panel discussion debates how the media has covered fears over the AI bubble and the possibility of mass job loss, if people in Silicon Valley are scared about the future of society, if AI can really mimic a writer's voice and personality, and (if they can) how writers can hedge against that future. Read more: Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia AI Company Dream Triples Value to $3 Billion in Funding Round 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 min
1 day ago

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme questions about existential risk. Anthropic, which builds frontier models like Mythos, Fable, and Claude, is actively grappling with these issues, including whether governments should limit AI development. Just last week, the Trump administration forced Anthropic to block foreign access to its two leading models. In this episode, we speak with Jack Clark (co-founder and head of public benefit) and Peter McCrory (head economist) about how Anthropic approaches safety and economic risks. We talk about its preparations for recursive self-improvement, the engineers it's hiring now, and why Jack left Bloomberg to enter the early AI industry. Read more:Anthropic Lays Out Vision for How to Bolster AI Models’ SafetyMicrosoft Makes Big AI Inroads in China by Selling OpenAI Models 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.

1hr 6min
2 days ago

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World, that includes spotting the dot-com bubble of the early 2000s, which some people see as analogous to the current excitement over AI. And when it comes to today's market, there are a lot of signs of frothiness you could point to. In this episode, we speak to Grantham about how he sees markets right now, including a watershed change for Big Tech stocks, the signs he watches out for to spot when a bubble might burst, and what really keeps him up at night. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — plus unlimited access to the site and app. Sign up at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

1 hr
3 days ago

The Iran War’s Lasting Scars Across Asia

An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy flows.On today’s Big Take Asia podcast, Oanh Ha joins Odd Lots co-hosts Tracy Alloway and Joe Weisenthal to discuss why Asia is reeling from the conflict and what the “new normal” looks like for global supply chains. 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.

20 min
5 days ago

Carmen Li's Plan to Build a Futures Market for Compute

When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of two companies — Silicon Data and Compute Exchange (where she works alongside Wilson). The former company is building the index for GPU pricing while the latter is a spot marketplace for GPU procurement. Today's episode — recorded at our live show at City Winery in New York — gets into how Li is building a whole new market for GPUs at her two companies. We talk about the challenge of standardizing compute, GPU price volatility, if used GPUs are like used cars, what goes into constructing a GPU index, and what it means to win the GPU lottery. Read more:Jane Street Plans New Data Center as Computing Power Runs ScarceSpaceX Inks $30 Billion Computing Power Deal With Google 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.

33 min
13 Jun

Anjney Midha's Plan to Radically Lower the Price of Compute

Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty. Midha's new project is AMP PBC, a company that believes it can radically lower the price of compute. To accomplish that, he is working on building a compute grid that turns GPUs into a standardized utility. But right now, compute is too fragmented. It's too heterogeneous. And given the way contracts are structured, he says that labs are being forced to spend money on capacity that often goes unused. In other words, small labs are forced to pay up for big, long-term contracts, even though their own demand (particularly during model training) may be very spiky. On this episode, Midha explains how the market for compute currently works and why he believes there's a software solution that could significantly improve compute utilization. He also tells us why he does not anticipate one company will emerge as the dominate player and that instead we'll have a wide range of models, each optimally used in specific applications. Read more: Amazon Says Its Data Centers Use 2.5 Billion Gallons of Water Oracle Falls Most in Six Months on Mounting Data Center Costs 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.

50 min
12 Jun

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that require some hands-on investigating to figure out. Aiden Johnson is co-founder and CEO of the HayWire newsletter, which aims to make the hay market more transparent: He and co-founder Cole Glasgow use an AI model to mine public data sources — like USDA reports on auction prices across different regions — to produce a weekly newsletter on the hay market. On this episode, we speak with Johnson as he explains why he chose hay over other kinds of markets, how HayWire was made possible through vibecoding, networking with hay farmers, why the ROI of owning a horse is dropping with hay prices spiking, and why hay demand keeps on tightening. See omnystudio.com/listener for privacy information.

40 min
11 Jun

Why Tomatoes Are the Most Expensive They've Been in Four Decades

In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce is spiking all over the place. So what's driving the price spike? And what can tomatoes teach us teach about America's political economy including changes in trade and tariffs? Our guest today is Jacob Krempel, senior vice president of procurement and merchandising at the wholesale food distributor Baldor, and an expert in securing fresh produce. We talk to him about where America's tomato supply actually comes from, why consumers are paying more and more, how restaurants navigate price fluctuations, and the influx of novel new tomato varieties. Read more:The Recipe for a Power Restaurant Has ChangedThe Latest Snack Innovations Are Basically Just Creamsicles and Chex Mix 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.

55 min

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Joe Weisenthal

Host
Tracy Alloway

Host
Jack Clark

Guest
Peter McCrory

Guest
Anjney Midha

Guest
Jacob Krempel

Guest
Jeremy Maletz

Guest
Iain Dunning

Guest
David M. Solomon

Guest
Tim Queeney

Guest

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

Channel

Bloomberg
Creator

Bloomberg
Years Active

2015 - 2026
Episodes

1.2k
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
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Bloomberg L.P.