Odd Lots

Bloomberg
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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.

  1. HÁ 1 DIA

    Inside the Booming Market for Dinosaur Fossils

    Two years ago, Citadel's Ken Griffin paid almost $45 million for a stegosaurus skeleton, making it the most expensive fossil ever sold at auction. So why are dinosaur bones joining the collections of millionaires instead of museums? How does the private market for fossils actually work? And how similar is it to the market for art and other antiquities? In this episode, we speak with Salomon Aaron, a director at London-based gallery David Aaron, where he is the gallery's in-house broker for dinosaur fossils. We talk about how fossils are found and priced, what it's like to work alongside dinosaur hunters, how his gallery identifies potential buyers, and why Joe thinks something about the birds-to-dinosaurs evolutionary pipeline is off. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    49 min

  2. HÁ 2 DIAS

    How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

    The closure of the Strait of Hormuz has highlighted the potential for long-running theoretical chokepoints to turn into reality, with dramatic results for both geopolitics and the global economy. But the hypothetical scenario that policymakers have arguably been losing the most sleep over for decades is the prospect of a major conflict between China and Taiwan. So how likely is it, and what would such a conflict actually look like? On this episode, we speak with Eyck Freymann, author of the new book, Defending Taiwan: A Strategy to Prevent War With China, and a fellow at the Hoover Institution at Stanford University. We discuss Xi Jinping's strategy, whether Taiwan's "silicon shield" of semiconductor manufacturing can last forever, the state of Taiwan's domestic politics, and what the US can do to deter such a conflict. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    57 min

  3. HÁ 3 DIAS

    BlackRock's Rob Goldstein on the Next Megatrends in Finance

    The last few decades have been marked by a number of megatrends in finance including the extraordinary growth of asset managers, the rising importance of technology, and the ascent of private markets. BlackRock, the world's biggest asset manager, is emblematic of all these developments. On this episode, we talk to BlackRock COO Rob Goldstein about the company's early technological history, the development of its famous risk management technology Aladdin, and how BlackRock is navigating being both a user and major provider of AI. We discuss his view of the 'SaaSpocalypse,' how BlackRock is thinking about token consumption and compute constraint, as well as the future of private markets. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    56 min

  4. HÁ 6 DIAS

    What's Actually Going On With Private Credit

    The private credit market has grown enormously fast in recent years — so much so that by some estimates it's now bigger than the market for junk-rated corporate bonds. So what's driven all that growth? What impact has private credit had on other types of corporate debt? And why are there so many concerns around the space right now? In this episode, we speak with John Sheehan and Craig Manchuck, two veteran portfolio managers for the strategic income fund at Osterweis Capital Management. We talk about the history of private credit before and after 2008, private credit's links with private equity and insurance, the prospect of higher defaults, and what to watch for right now. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    51 min
  5. Presenting Foundering Season 6: The Killing of Bob Lee, Part 1

    26 DE ABR.

    Presenting Foundering Season 6: The Killing of Bob Lee, Part 1

    The Killing of Bob Lee, Part 1: San Francisco Has Blood On Its Hands Three years ago, Bob Lee, a tech executive famous for creating Cash App, was found stabbed in San Francisco. His killing set off a wave of online fury. Reporter Shawn Wen takes us back to the turbulent days before his killer was arrested, when misinformation and rumors ran rampant. Several tech industry leaders decried violent crime in San Francisco, including David Sacks, who “bet dollars to dimes” that Lee was stabbed by “a psychotic homeless person,” and Elon Musk, who called the city “horrific.” Listen to the series HERE. See omnystudio.com/listener for privacy information.

    37 min

  6. 25 DE ABR.

    Understanding the Most Viral Chart in Artificial Intelligence

    We live in an era of charts that are going up and to the right. This image obviously describes the stock market, particularly any company whose business is adjacent to artificial intelligence. But beyond stocks, another sort of chart we keep seeing is of AI capabilities also going up and to the right. The most famous and viral of these comes from an organization called METR, which stands for Model Evaluation and Threat Research. The organization is focused on understanding the degree to which AI models can engage in autonomous, complex tasks. METR see this is as a particularly important benchmark, given the risk that AI could one day be engaged in recursive self improvement, taking humans out of the loop. But how do you really gauge a model's ability to do complex problems. And what is being measured for exactly? On this episode, we speak with METR's President Chris Painter as well as Joel Becker, a member of the technical staff who works on evaluation methods for the organization. We discuss both the mechanics and the philosophy of METR's work, and what it means when we see a a chart showing that Clause Opus 4.6 can do a task that would take a human nearly 12 hours. Read more: DeepSeek Unveils Flagship AI Model a Year After Breakthrough Meta Inks Deal to Use Amazon’s Graviton Processors for AI 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.

    57 min

  7. 24 DE ABR.

    James Bosworth on the "Orange Wave" Happening Across Latin America

    We're living in an extraordinary moment for Latin American politics. From the ousting of Maduro to the ongoing oil blockade of Cuba to Javier Milei revving up a chainsaw at CPAC. Various leaders in different countries are taking different approaches to their relationship with the US. Each is aware that there is a high value in being close to Trump, but also each know that Trump won't be the US President forever. So how should we understand the different approaches being taken? Today we talk to James Bosworth, who is the the founder of Hxagon, a company that does political risk analysis and research primarily in Latin America. He is also the author the Latin America Risk Report newsletter. Our conversation with Bos covered what he calls the "orange shift," a region-wide realignment towards dealmaking with the Trump administration. We discuss how Latin American leaders are dealing with inflation, why Mexico's Claudia Sheinbaum and El Salvador's Nayib Bukele are so popular, how Brazil's Lula has surprised economic observers, and whether Trump will be able to find a "Delcy" elsewhere in the region. Read more: Brazil Oil Driller Expanding in Venezuela as US Eases Sanctions Mexico Inflation Slows Slightly, Keeping Another Rate Cut in Play 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

  8. 23 DE ABR.

    Google's Liz Reid on Who Will Own Search in a World of AI

    Not too long ago, search engines were the dominant form of querying the internet. But that's changing since the rise of large language models like ChatGPT, Claude, and Google's Gemini. More and more people are getting their online info through AI, effectively bypassing the search bars of old and creating a tension for large tech companies that offer AI models, but also make money from web traffic and search-related advertising. In this episode, we speak with Elizabeth Reid, VP of search at Google. Liz has been with the company for more than two decades, witnessing multiple tech transformations in that time. So we talk with her about how Google is incorporating Gemini into search via AI overviews, what that means for traffic and ad sales, and the practical experience of search in an age of LLMs and internet slop.Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

    51 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.

Informações

  • Canal
    Bloomberg
  • Criado por
    Bloomberg
  • Anos de atividade
    2015 - 2026
  • Episódios
    1,2 mil
  • Classificação
    Explícito
  • 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
  • Site do podcast
    Odd Lots
  • Fornecedor
    Bloomberg L.P.

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