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1 DAY AGO

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of course, there are at least two questions operating at once here. The first is whether or not AI really poses a significant threat to the existing labor market. And then the second one is about the correct policy response. This was the subject of a recent Odd Lots episode recorded live at SXSW in Austin, Texas. In this conversation, we were joined by David Shor, a political consultant, pollster and founder of Blue Rose Research, as well as Byrne Hobart, the writer of TheDiff newsletter, and a general partner at Anomaly Fund, an early-stage venture capital firm. We discuss the prospects of a labor market disaster, what David's polling says about the public view, and possible policy considerations that could be palatable to both industry and the general public. Read more: Fink Says AI Threatens to Leave Masses Behind Unless They Invest Private Capital Turns to Old Economy as Software Trade Dims 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.

1 day ago

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55 min
13 MAR

Why Iran Isn’t Breaking: Vali Nasr on Pain, Patience and the Uprising That Isn’t Coming

Despite the intensity of the US-Israel bombing campaign, Iran’s regime, now under a new supreme leader, hasn’t given President Donald Trump the “unconditional surrender” he’s seeking.Mishal Husain speaks with Vali Nasr, a professor at Johns Hopkins University’s School of Advanced International Studies and a preeminent scholar on the Islamic Republic. His life has been shaped by the story of Iran over the last 50 years, starting when his family fled amid the 1979 revolution.His life’s work has been to study the region and its relationship with the US. He’s also worked as an adviser to the US State Department during the Obama administration.Nasr explains why Tehran believes time is on its side in the war, and that a prolonged conflict may only strengthen Iranian nationalism.02:34 - Why Iran is “prepared to suffer more”06:28 - What drives the new ayatollah10:03 - How Iranians view the US and Israel12:07 - War will last “longer” than Trump hopes14:00 - School strike, destruction of heritage sites15:35 - Lessons from the Iran-Iraq war19:03 - “This is the final battle”20:17 - Impact of US sanctions22:40 - Will Iran pursue a nuclear bomb?26:02 - Iran’s experience of foreign intervention28:27 - Can Reza Pahlavi, son of the Shah, succeed? 30:48 - Nasr’s experience fleeing Iran in 197935:15 - Mood among Iranian-Americans39:32 - Iran’s “rightful place in the world” Contact The Mishal Husain Show mishalshow@bloomberg.net Read this interview with Mishal’s notes on Bloomberg Weekend: www.bloomberg.com/latest/weekend-interviewSubscribe today on Apple Podcasts and Spotify See omnystudio.com/listener for privacy information.

13 Mar

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42 min
5 DAYS AGO

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

The war in Iran has already lasted longer than many people might have expected. There was an initial assumption, after oil prices started surging, that President Trump could just declare victory at any moment. But that hasn't happened, and the longer this goes on, the more damage is being done to the region's energy infrastructure. Already a key gas plant in Qatar has been damaged so badly that it's expected to take it years to repair. On this episode, we speak with return guest Gregory Brew, a senior analyst at Eurasia Group who specializes in energy and Iran. Beyond his current work, Greg is the author of two books on the history of oil in Iran. We discuss the logic of the war from both the Iranian and American perspectives, and why the Trump administration may have walked into a "strategic trap" with no easy way to declare victory and get out. Read more:Iran Leaves an Isolated Trump Grappling With Historic Oil CrisisHow Iran Has Effectively Closed the Strait of Hormuz 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.

5 days ago

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53 min
2 DAYS AGO

What the Iran War Means for Dubai's Luxury Boom

Dubai has become a huge destination for the rich, with an influx of high-net-worth residents driving up property prices and boosting the UAE's tax revenues in recent years. And of course, Gulf countries more broadly have a lot of oil wealth that they've ploughed into everything from real estate to private credit and tech. But the situation with Iran looks set to test that prosperity. In recent weeks, Iran has been attacking Gulf energy infrastructure and even launched drone strikes on residential areas in Dubai and Abu Dhabi. In this episode, we speak with Hiten Samtani long-time Dubai resident, founder of Ten31 Media, and publisher of The Promote about what's behind Dubai's luxury boom, how Gulf capital has reshaped global finance including private credit, and what life in Dubai feels like amid rising geopolitical risk. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

2 days ago

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55 min
21 HR AGO

The Petrochemicals Shock That's Already Rippling Through Plastics

Everyone knows by now that war in Iran is curbing the flow of oil around the world. But oil isn't just a gasoline and jet fuel story, of course. It's also a crucial feedstock for a bunch of petrochemicals, including the building blocks of a variety of plastics. And we're already seeing polyethylene prices start to surge, with some producers in Asia declaring force majeure and curbing their output. So how much of the world's petrochemicals supply is now in danger? And what does it mean for the future of plastics and packaging, which is basically in everything nowadays? On this episode, we're joined by Philip Geurts, chemicals and oil analyst at BloombergNEF, to walk us through the numbers. Read more:Oil Crunch Threatens South Korea’s Garbage Bag, Ramen SupplyIsrael Says War Isn’t Ending Even as Trump Touts Peace Talks 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.

21 hr ago

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53 min
3 DAYS AGO

Introducing: Leaders with Francine Lacqua

What makes a leader successful? Francine Lacqua interviews top CEOs and global industry leaders for candid lessons on leadership, management, and the future of work. See omnystudio.com/listener for privacy information.

3 days ago

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2 min
5 DAYS AGO

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes with help from our experts across the newsroom. We're dropping into your feed with a special episode featuring Joe Weisenthal, who joined us to discuss why the Iran war is prompting a safe haven rethink. In times of geopolitical turmoil, investors look for somewhere safe to put their money. US President Donald Trump's trade war helped to fuel a record rally for gold in 2025, but the Iran war is pushing investors to shelter in different places. Like what you hear? Subscribe to the Here’s Why podcast for more quick, expert-driven explainers available via the links below every Friday. Apple Podcasts Spotify TuneIn Wherever you get your podcasts See omnystudio.com/listener for privacy information.

5 days ago

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12 min
1 DAY AGO

BTS Leads Netflix’s Push for Growth in Asia

BTS is back. After a near four-year hiatus, the K-pop icons returned with a historic Netflix event – the platform’s first concert live streamed from Asia. On today's Big Take Asia Podcast, host K. Oanh Ha joins Bloomberg’s Sohee Kim and Lucas Shaw to discuss Netflix’s power move and how global streamers are fighting for dominance in the competitive Asian market. Hosted by K. Oanh Ha Produced by Naomi Ng, Yang Yang Reported by Sohee Kim, Lucas Shaw Edited by Patrick Hirsch Fact-checking by Eleanor Harrison-Dengate Engineering by Taka Yasuzawa Deputy Executive Producer: Julia Weaver Executive Producer: Nicole Beemsterboer See omnystudio.com/listener for privacy information.

1 day ago

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18 min
1 DAY AGO

Gulf States Weigh Joining War, Iran Denies Trump Talks, EU-Australia Trade Deal

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Oil resumed gains — paring a steep drop from Monday — on concern that other nations may be drawn into the Middle East war.(2) Donald Trump’s decision to back down from his threat to destroy Iran’s power infrastructure came after US allies and Gulf countries privately warned the president of the dangers of following through with his threat, according to people familiar with the matter.(3) The supply shockwaves from the US and Israel’s war in Iran are spreading across the global economy, raising concerns about an inflation hit to companies and consumers that will require policymakers to raise borrowing costs.(4) UK prime minister Keir Starmer said he is looking at wider measures to support Britain’s economy through the Iran crisis as he prepares to chair an emergency meeting on the economic impact of the conflict.(5) The European Union and Australia agreed to a free-trade deal, wrapping up almost a decade of talks as the two sides push to tighten ties and reinvigorate a rules-based order that’s under assault from the Trump administration.Podcast Conversation: Trump’s Wild, 5-Minute Rally Sends Clear Message to Wall Street See omnystudio.com/listener for privacy information.

1 day ago

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21 min
18 MAR

War in Iran Is Redrawing the Map for Natural Gas

Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more than just oil that comes out of the region. Qatar is home to the world's largest natural gas field, and for now, it's been almost completely cut off from the rest of the world. Not only has Gulf gas supply been cut off, there's also damage to the core infrastructure, which will take time to repair. Meanwhile, the US is rapidly becoming a natural gas export powerhouse, with volumes having surged since Russia's invasion of Ukraine. So, all in all, the world's natural gas map is rapidly being redrawn. On this episode, we turn to the one and only Bob Brackett, managing director and senior research analyst at Bernstein & Co. He explains the impact of the war on global prices, the prospect for further US exports, how the world will adjust to the loss of Gulf supply, as well as the other commodities that are getting squeezed right now.Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

18 Mar

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45 min

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.