Odd Lots

Bloomberg
  • 0.0 (0)
  • INVERSIONES

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

  1. HACE 12 H

    Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now

    Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need to get the disaster state right. Plus, insurance of any sort is costly. This means tail risk hedging is far from a trivial exercise. On this episode, we talk to someone who's been working on the problem for a long time. Vineer Bhansali is the CIO and founder of LongTail Alpha, which works to develop hedging implementations to prevent against left tail outcomes. Bhansali, who started off as an academic physicist before going to Wall Street, talks to us about options theory, the role of quantitative techniques, the time he won big in Liar's Poker, and why he perceives the loss of Fed independence as the biggest risk right now. Read more:Wall Street Rallies as Fed Gets All-Clear to Cut: Markets WrapGold Surpasses Inflation-Adjusted Record High Set in 1980 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 See omnystudio.com/listener for privacy information.

    45 min

  2. HACE 1 DÍA

    Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US

    In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chairman of Goldman Sachs. We discuss his views on the rate path, and why he does not see the Fed cutting by 50 bps at the next meeting. We also discuss the general macroeconomic environment, the US vs. China AI race, and why he sees globalization on the march — except it's happening without the US.Odd Lots is coming to Chicago for a live episode! Get your tickets hereOnly 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.

    31 min

  3. HACE 2 DÍAS

    What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy

    The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between Indian and Pakistan earlier this year), we've gotten fresh data on how certain hardware actually holds up on the battlefield or in the skies. Separately, China is known to be working on a new 6th generation fighter for which some video has been shown. So who is ahead in terms of both cutting edge technology and also defense production at scale? And what does it even mean to have air superiority -- or even air "supremacy" when we're talking about modern warfare? On this episode, we speak with Kelly Grieco, senior fellow at the Stimson Center about the state of the two air forces. More: Here’s the Military Hardware China Showed Off at Xi’s ParadeOdd Lots is coming to Chicago for a live episode! Get your tickets here See omnystudio.com/listener for privacy information.

    41 min

  4. HACE 5 DÍAS

    Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract

    One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan out, but mostly, the dollar signs just keep piling up. And the AI winners like Nvidia, OpenAI, and Anthropic just keep seeing their market valuations rise. In the meantime, other AI players are seeing weird outcomes. Some promising startups aren't being sold, but rather their top talent is walking out the door, leaving other workers potentially in the lurch, while creating risk for venture capital bagholders. On this episode we speak with Josh Wolfe, co-founder and managing partner at the firm Lux Capital, which invests in a range of startups, many of which are in the AI space. He talks about the challenge of aligning incentives, what's overrated, what's underrated, why he thinks Nvidia may have run its course, and the threats to Silicon Valley's "social contract.”Odd Lots is coming to Chicago! Tickets on sale now. Only 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.

    51 min
  5. Everybody's Business: The Business of KPop Demon Hunters

    HACE 6 DÍAS

    Everybody's Business: The Business of KPop Demon Hunters

    For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal joins Max Chafkin and Stacey Vanek Smith to fact check President Trump’s recent claim that the “stock market needs the tariffs, they want the tariffs." Is it actually possible to tell how markets feel about tariffs? Do the markets even know themselves? The trio dives deep. Also on this episode, journalist and cultural commentator Sam Sanders of the Sam Sanders Show unpacks the lessons Hollywood is learning from its latest unexpected success: Netflix's mega-viral KPop Demon Hunters. And, finally, Stacey explain why—love them or hate them—tariffs are making your pumpkin spice latte (not to mention any pumpkin spice cat litter you happen to buy this fall) more expensive. Like this episode? Listen and Subscribe to Everybody’s Business on Apple, Spotify, iHeart or wherever you get your podcasts. See omnystudio.com/listener for privacy information.

    44 min

  6. 4 SEP

    Lots More on the Big Problem With the Monthly Jobs Report

    We've been in a strange labor market for a while now. The unemployment rate is still nice and low at 4.2%. But the pace of job creation has been slowing markedly. And furthermore, not only has the pace of job creation been slowing, it seems almost every monthly Non-Farm Payrolls number ends up getting revised lower. Of course, this comes at a time of some big transitions in the workforce — whether we're talking immigration changes, aging demographics, or AI. As such, just understanding the monthly data has never been more difficult. And because it's so difficult, it's also challenging to get a read-through from data to policy. On this episode we speak with Steven Englander, global head of G10 FX research and North America strategy at Standard Chartered Bank. In addition to talking about the state of the labor market, we also discuss the goings-on in bond markets, and why the stress is particularly acute in Europe. Only 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.

    24 min

  7. 4 SEP

    What's Behind the Boom in Buy Now Pay Later

    Buy Now Pay Later is everywhere nowadays. Companies like Affirm, Afterpay, and Klarna have brought installment payments into everyday life, while big banks and tech firms also now racing into the space. With the market growing so rapidly, there are obvious concerns over whether BNPL is adding a new layer of 'hidden leverage' to the economy, giving online shoppers an alternative to more traditional financing like credit cards and bank loans. Data about BNPL usage is notoriously limited, and BNPL firms have so far resisted sharing information. In this episode, we speak with Julie Margetta Morgan, formerly at the CFPB and now president of The Century Foundation, about what's driving the BNPL market, how BNPL companies make money, and the macroeconomic impacts of the BNPL boom. Read more:Klarna, Backers Seek $1.27 Billion in IPO After Tariff PauseDollar Tree Boosts Outlook as Consumers Keep Hunting for Deals 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 See omnystudio.com/listener for privacy information.

    36 min

  8. 1 SEP

    Dan Wang on China's Breakneck Economic Growth

    In the past couple of years, the world has fully awoken to the incredible economic and technological growth exhibited by China. But what lessons are there for America? Are there even lessons for America? Dan Wang, research fellow at Stanford University's Hoover History Lab, has probably been one of the foremost commentators and observers on China's rise, having taken seriously their efforts to push the technological frontiers for years now. Now, he's out with a new book BREAKNECK: China's Quest to Engineer the Future. On this episode, we talk about what he's seen in the country, whether China is legitimately on the road to socialism, and how perceptions of the country have changed since he started doing his research. Read more:Samsung, SK Hynix Lose US Waivers on Chip Gear for China PlantsChina Warns Against Excess Competition in Booming AI Race 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 See omnystudio.com/listener for privacy information.

    50 min
Ver todo (1.1 k)

Tráilers

Programas con beneficios por suscripción

Upgrade for ad-free + exclusive bonus content

Ver las preguntas frecuentes sobre la suscripción

Anfitriones e invitados

Acerca de

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

Información

  • Canal
    Bloomberg
  • Creador
    Bloomberg
  • Años de actividad
    2015 - 2025
  • Episodios
    1.1 k
  • Clasificación
    Apto
  • Copyright
    2025 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
  • Mostrar sitio web
    Odd Lots
  • Proveedor
    Bloomberg L.P.

Más de Bloomberg

También te podría interesar