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3 DAYS AGO

Lots More With Charlie McElligott on This Week's SaaSpocalypse

This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things you can point to as the proximate cause of the selloff. AI is now an existential threat to SaaS. Bitcoin has seen some unflattering headlines. The nomination of Kevin Warsh as the next Federal Reserve chair stalled the debasement trade. But the way the market functions has also changed enormously, arguably leading to faster and more violent moves. On this episode, we catch up with Charlie McElligott, cross-asset macro strategist at Nomura, who explains just how much market mechanics have shifted, and talks about the flows and positioning he's seeing right now. See omnystudio.com/listener for privacy information.

3 days ago

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33 min
4 DAYS AGO

Market Selloff Deepens, Japan Heads to the Polls

Business and finance news from the Asia-Pacific Global stocks extended their tumble into Asian trading on Friday after heavy losses in US tech stocks and cryptocurrencies sapped risk appetite. Silver slid again, while Treasuries stabilized. Further denting sentiment, Amazon.com Inc. shares tumbled 10% in after-hours trading after the company said it plans to spend $200 billion on AI this year. The tech sector seems set for more losses with futures contracts for the Nasdaq 100 sliding 1%. For more on the global selloff, we spoke to Winnie Hsu, Bloomberg's Asia Equities Reporter. Plus - Japan is preparing for a snap lower-house election that could reshape the country's political balance at a moment of economic strain and regional uncertainty. Prime Minister Sanae Takaichi — who has only been in the top job for just over three months — has set the election date for Feb. 8 to capitalize on soaring public support to shore up her coalition government. Takaichi has already made a mark by bringing forward an increase in defense spending, unveiling the biggest extra budget since pandemic restrictions were eased, and ruffling feathers in China over her comments on Taiwan. We get a preview from Bloomberg's Sakura Murakami. She covers politics in Japan. See omnystudio.com/listener for privacy information.

4 days ago

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21 min
3 DAYS AGO

Daybreak Weekend: US Eco, International Energy Week, Softbank Earnings

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to S jobs and CPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to International Energy Week in London. In Asia – a look ahead to Softbank Earnings. See omnystudio.com/listener for privacy information.

3 days ago

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39 min
2 FEB

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these new data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time analyst says that — from a utilities perspective — we're already set to overbuild capacity by twice as much as is needed. On this episode, Andy DeVries, co-head of investment grade credit and head of utilities and power at CreditSights, talks to us about the math behind his infrastructure overbuild analysis, who has been making money (so far) from the data center boom, and what we already see playing out in the credit markets. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

2 Feb

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46 min
3 DAYS AGO

Amazon's Big Spending Plans and Bitcoin's Rebound

Bloomberg's Caroline Hyde and Ed Ludlow take a look at shares of Amazon dropping after announcing plans to spend $200 billion this year on data centers, chips, and other equipment. Plus, Bitcoin rebounded after plummeting on Thursday and nearing the $60,000 level, and the CEOs of Roblox, Affirm, and Warner Music Group break down their companies' earnings. See omnystudio.com/listener for privacy information.

3 days ago

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44 min
6 DAYS AGO

The Surprising Similarity Between the US and Chinese Internets

In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would be impossible for China to lock down the Internet, and that this would have profound effects on domestic politics. Of course that didn't come true -- China has done a remarkable job of controlling what gets behind the firewall. But then furthermore, the Internet hasn't had the liberalizing effects in the US either. On this episode of the podcast, we speak to Yi-Ling Liu, the author of the fascinating new book The Wall Dancers: Searching for Freedom and Connection on the Chinese Internet. The book traces the rise of the Chinese Internet, and how its users navigate the "dance" between freedom and censorship. She talks about the early visions for the Internet in China, and how over time it became a hotbed of nationalism. We discuss what's similar and different, and also what happens when users in both countries are given the opportunity to easily make contact withe each other on social media. Read more: China AI Hardware Firms Trump Internet Giants in Growth Outlook Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

6 days ago

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51 min
1 DAY AGO

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, private assets, real estate and more. And that’s just the start of the tokenization revolution, experts predict, because of four main drivers: Increased liquidity for illiquid assets, broader investor access, operational efficiency, and global distribution and interoperability. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.

1 day ago

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22 min
4 DAYS AGO

This Is How The US Can Become a Player in Rare Earth Metals

China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare earths ever get cut off, it also gives China significant leverage in trade negotiations right now. Of course, the issue is not that China is naturally endowed with more of these materials, but rather that, over the decades, it's built up an industrial ecosystem to mine and process them. So, is there any prospect of the US entering the arena in a way that's actually competitive? Our guest says yes. Heidi Crebo-Rediker is a senior fellow in the Center for Geoeconomics Studies at the Council on Foreign Relations. Earlier in her career, she was the US State Department's first chief economist. For the CFR, Heidi has undertaken an extensive study of the US position with respect to rare earths and developed a broad set of suggestions for how the US can actually compete. She discusses the resources we have right now, and the technologies and policies that could make the US competitive in this arena. Read the report here: https://www.cfr.org/report/leapfrogging-chinas-critical-minerals-dominance/ Read more:Why China’s Grip on Critical Minerals Is So Hard to BreakEU to Offer US Critical Minerals Partnership to Check China 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.

4 days ago

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42 min
4 DAYS AGO

Generic Versions of Weight Loss Drugs Will Upend the Market

Shares of Novo Nordisk were down Thursday morning after Hims & Hers introduced a compounded version of its Wegovy pill. The dip came two days after Novo predicted its sales could drop as much as 13% this year as the company factors in competition from generic drugs that could crop up as its patents expire around the world. On today’s Big Take podcast, Bloomberg reporters Naomi Kresge and Amber Tong talk to host David Gura about the year ahead for weight-loss drugs, from compounded products cutting into leading companies’ market share to generics that could upend the market globally. Read more: Generic Ozempic Makers Are Coming to Upend the Obesity Market Further listening: Welcome To Ozempictown, USA (No, It’s Not Hollywood) Cheap Ozempic Copycats Are Everywhere. Are They Safe? Hosted by David Gura; Produced by David Fox and Rachael Lewis-Krisky; Reported by Amber Tong and Naomi Kresge; Edited by Aaron Edwards. Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.

4 days ago

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18 min
5 DAYS AGO

Has the AI Reckoning Arrived?

AI anxiety is coursing through the stock market right now. From Tuesday’s global selloff in software and technology stocks to last week’s $381 billion Microsoft rout, investors are skittish over any sign of an AI bubble. On today’s Big Take podcast, Bloomberg Big Tech editor Sarah Frier joins host Sarah Holder to discuss the coming AI reckoning and why pressure is building on tech companies to prove all their AI investments will pay off big — and soon. Hosted by Sarah Holder; Produced by David Fox; Reported by Sarah Frier; Edited by Tracey Samuelson. Fact-checking by Rachael Lewis-Krisky and Eleanor Harrison-Dengate; Engineering by Katie McMurran and Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.

5 days ago

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19 min

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

4.7 (3)

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

4.8 (5)

INVESTING
Listen for today's top stories, with context, in just 15 minutes. Each morning, hosts Nathan Hager and Karen Moskow bring you the latest headlines on US politics, foreign relations, financial markets and global economics. The show is recorded at 5AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

0.0 (0)

BUSINESS NEWS
Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 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.

4.0 (3)

BUSINESS NEWS
Reality TV stars are freezing their eggs on camera. Lawmakers in DC are debating federal protection for IVF. Hundreds of millions of dollars are being invested in slick startups that market fertility treatments for all. But this rapid growth has revealed cracks in the system. Misconception, a new series from Bloomberg’s Prognosis, follows reporter Kristen V. Brown on her own intimate journey as she uncovers the business of fertility. Along the way, she finds a fractured industry — a profit-driven field of medicine that thrives on dueling messages of hope and fear as people gamble everything for a chance at a baby.

0.0 (0)

SCIENCE
Zero is about the tactics and technologies taking us to a world of zero emissions. Each week Bloomberg’s award-winning reporter Akshat Rathi talks to the people tackling climate change – a venture capitalist hunting for the best cleantech investment, scientists starting companies, politicians who have successfully created climate laws, and CEOs who have completely transformed their businesses. The road to zero emissions has many paths and everyone’s got an opinion about the best route. Listen in.

5.0 (2)

BUSINESS

Drawing on the journalistic strength of its global newsroom of journalists and analysts, Bloomberg’s lineup of podcasts is a mix of on the news reporting and narrative style programs.

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Lots More With Charlie McElligott on This Week's SaaSpocalypse

Market Selloff Deepens, Japan Heads to the Polls

Daybreak Weekend: US Eco, International Energy Week, Softbank Earnings

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Amazon's Big Spending Plans and Bitcoin's Rebound

The Surprising Similarity Between the US and Chinese Internets

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

This Is How The US Can Become a Player in Rare Earth Metals

Generic Versions of Weight Loss Drugs Will Upend the Market

Has the AI Reckoning Arrived?

Unlock episodes early and listen ad-free.

Eating Steak With Nassim Taleb and Charlie McElligott

Can Bob Brackett Be Stumped About Commodities?

Lots More With Matt Boesler

Surveillance: ECB Hikes 75 Basis Points

Lots More With Dashiell Bennett

Surveillance: Stock Pickering with Emanuel

Lots More With Scarlet Fu and Corey Cantor

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