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.

12 HR AGO

Richard Clarida on This Tricky Moment for the Federal Reserve

Last week the Federal Reserve opted to cut interest rates by 25 basis points, which was what the market expected it to do. But things get more uncertain from here on out. Inflation has been softening this year, but there’s a sense that this trend could turn — especially with the Trump administration coming in after the new year. All of this raises the question of what the Fed does next, and how it’s approaching near-term data versus the longer-term outlook for the economy. At the same time, Trump has had vocal disagreements with Chair Jerome Powell over the path of monetary policy and the role of the central bank, which adds more uncertainty. On this episode, we speak with former Fed Vice Chair Richard Clarida, now an economic advisor at Pimco and a professor of economics at Columbia University, about where the Fed goes from here. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

43 min
1 DAY AGO

Introducing: Beak Capitalism, presented by Odd Lots

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all say about things like inflation, the labor market and the nature of American capitalism?Check out Beak Capitalism on Odd Lots starting Friday, November 15th, 2024 wherever you get your podcasts.Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

1 min
3 DAYS AGO

Can You Ever Actually De-Risk The Banking System?

Over the last roughly 15 years, we've seen a migration of certain types of risks outside of regulated deposit-taking banks. Private credit has boomed, shifting lending activity away from the banks. Multi-strategy hedge funds have scooped up a lot of the proprietary trading activity that was banned under the Volcker Rule. On paper, this looks good. It seems like various risks have been removed to less systemic institutions. But does the risk find its way back in? What happens when these outside entities still rely on banks for leverage? On this episode of the podcast, we speak with Steven Kelly, the Associate Director of Research at the Yale Program on Financial Stability. We talk about where risks might lie and how regulators can stay atop of them. Read More:Era of Private Credit Returns Beating Private Equity Is Nearing an EndHedge Fund Basis Trade Faces Scrutiny as Regulators Mull ProbeOnly 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.

34 min
6 DAYS AGO

Max Read on how the Internet Got Infested With Garbage

There was a a point in time when Twitter used to be good for breaking news. Social media outlets like Instagram and Facebook were great for keeping up with friends. There used to be websites that people would refresh throughout the day, reading news or gossip from sources they knew and trusted. Now, most of that has gone -- or at least changed dramatically. A combination of profit imperatives, political motivations, and AI have upended much of that old internet. So what happened? Why has the web become a home of slop and sludge? We speak to Max Read, the author of the Read Max newsletter, to understand today's internet, and where things are going next. Read More:Musk Is About to Find What $130 Million for Trump Gets HimTikTok Ordered to Close Canada Unit Due to National SecurityOnly 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.

37 min
7 NOV

Harley Bassman on Trump, the Fed, and the Bond Market

The US election is over and Donald Trump has won a second term as president. Stocks have rallied on Trump's win, of course, but some of the more interesting moves have taken place in the bond market. Not only have yields on US Treasuries shot up, but expectations for volatility in the world's most important market were also shifting higher ahead of Trump's win. All of this is happening even though the Federal Reserve is widely expected to cut benchmark rates again this week. So what's driving higher yields? On this episode, we speak with Harley Bassman, managing partner at Simplify Asset Management and creator of Convexity Maven, about all the recent moves in bonds and what could be coming next. Read More:Volfefe Returns to the Bond MarketThe Market’s Constraint on Full Trumpism Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

24 min
5 NOV

Odd Lots Live: What to Watch on Election Night and Beyond

It's Election Day in the US, so there's no need for any real explanation of what's at stake. Last night in New York City, we hosted a special live Odd Lots event, where we interviewed some of our regular guests on stage to talk about the vote, as well as the economic and market implications in the days and years ahead — regardless of who wins. First up, you'll hear a conversation about prediction markets, regular markets, and vote-watching with Skanda Amarnath of Employ America, Neil Dutta of Renaissance Macro, and prediction markets bettor Zvi Mowshowitz. And then in the second half of the show, we hear from the Council on Foreign Relations fellow Brad Setser on the global environment — what Brad calls an "unhealthy globalization" — that the next president will inherit. Read More: How the World Is Prepping for a Trump or Harris Victory Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

1h 17m
4 NOV

Listen Now: US Election Coverage on Bloomberg Podcasts

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.

1 min
4 NOV

Ezra Klein On the Legacy of Bidenomics

The Biden administration has overseen a revival of so-called industrial policy in a way that we haven't seen in years. Major efforts are underway to revive or reinvigorate US production of semiconductors, batteries, and other key technologies. But it's not clear if these efforts will have any legs and sustain a new trajectory of US policymaking. Was it just a blip? Or does this represent a new era in terms of how we think about the relationship between the government and the economy? On this episode, we speak with Ezra Klein, host of The Ezra Klein Show, about the legacy of this era. We talk about different possible paths under both a Harris and Trump administration, as well as what other policy areas may come into vague in the years ahead. Read More:Bidenomics Leaves a Blue State Industrial Heartland BehindTrump Threat to Biden’s Industrial Policy Hangs Over Asian FirmsBecome a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

41 min

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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.

Channel

Bloomberg
Creator

Bloomberg
Years Active

2015 - 2024
Episodes

878
Rating

Clean
Copyright

2024 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.