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, Thursday, and Friday

  1. há 13 h

    The Korean Levered ETFs Shaking Markets All Around the World

    Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It's a good week to talk about this intersection, because some of the biggest stories of the week include Samsung's earnings and SK Hynix's new US listing. Barclays's Global Head of Equities Tactical Strategies Alexander Altmann has used the word “terrifying” to describe the amount of notional exposure coming from these levered ETFs. He explains to us why that is and we talk to him about why, in such a short period of time, the world of levered ETFs has gotten to be so large, with AUM increasing threefold in Asia alone. He also us gets into how he is thinking through risk management and how we as society — and retail investors in particular — got to be overexposed on equities and why that keeps him up at night. Read: SK Hynix’s $26.5 Billion Listing Reopens Asia Route to US MarketOnly Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. Sign up: bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

    43 min

  2. há 1 dia

    One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

    We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big question that remains in the investment context is whether or not the technology will be implemented like those past tech innovations — meaning it will be integrated into the flow of the business without upending everything as we know it — or if AI will transform the very nature of investing. Right now, AI's use in investing is a mixed bag: People are excited about its potential, but several firms are still trying to figure out its value. Today, we speak with Man Group's CTO Gary Collier and Head of Data and AI Tushara Fernando about how one of the largest publicly-traded hedge funds in the world is actually implementing AI into its work. We speak with them about empowering their quants with AI tools, the challenge of integrating AI safely, and the creative ways their staff is thinking about token spending, which is up 86-fold this year. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — plus unlimited access to the site and app. Sign up here: bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

    52 min

  3. há 4 dias

    These Are the Sharps Actually Making Money on Prediction Markets

    Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you yourself started trading right now, you'd probably lose your shirt. But there is money being made by some dedicated traders, really focused on areas like politics and economics. On this episode, we speak with Brian Golden and Daniel Reichman, who are part of a private Discord called Maga Kiwi Club, where serious prediction markets traders swap ideas and make real money. We discuss the remarkable efforts they go to in order to spot opportunities, the systematic biases among traders, how they feel about insider trading, and other major issues that surround the space. Alongside Brian and Daniel, we also speak with NYC-based journalist and producer Adam Iscoe, who recently profiled these traders for The New York Times Magazine. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. Sign up at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

    48 min

  4. 3 de jul.

    How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

    In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their US Chief Commercial Officer Scott Patton, Aldi has to orchestrate a "logistical symphony" to get groceries into the middle of one of the busiest places in America. For instance, they use shorter trucks to navigate the tight corners of New York City streets. On this episode, we speak with Patton about what it took to open this specific Aldi and why they chose a busy tourist location like Times Square. He also explains how the company — famous for its low prices — is able to sell even wagyu ground beef at a consumer-friendly price point, how the mostly private-label grocer thinks through which name brands to incorporate into their stock, Aldi's cult-favorite "Aisle of Shame," a short history of barcode innovation, and how GLP-1s are changing consumer habits. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. Sign up at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

    51 min

  5. 2 de jul.

    What Dan Wang Saw on His Last Trip to China

    There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material prosperity is undeniable. And of course, Chinese industrial giants are at the frontier in all kinds of things, like batteries. On the other hand, you always hear about a soft domestic market, and a general state of unease among workers who fear that precarity is around the corner. So how is this contradiction explained? And how does it affect day-to-day life? On this episode, we bring back one of our regular guests Dan Wang, who recently returned from a long trip to Shanghai. We discuss his observations, the general ennui he saw, the signs of domestic weakness, and the way in which phone culture is reshaping Chinese society.Read more: It’s Too Soon to Breathe Easy on China’s EconomyOnly Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

    49 min

  6. 29 de jun.

    Baidu's CFO on How It Became a Full-Stack AI Player

    In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its self-driving car business, Apollo Go. But before all this, Baidu was known for being China's leader in search. Things, obviously, have changed a lot since the company was founded in the late 1990s. In today's episode, we speak with Baidu CFO Henry He about the company's AI ambitions. He talks to us about maximizing token spend, how Chinese tech firms are thinking about safety and alignment, the global robotaxi competition, and how the core search business fits into the company now. Read more: Chinese AI Stocks Rally on Demand Optimism and Policy Support US Seeks AI Partnership With EU on Regulation, Supply Chains 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.

    48 min

  7. 27 de jun.

    How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

    We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs thinking about capex in the AI age? In this episode we speak with Winston Cheng, CFO of Chinese-founded multinational tech firm Lenovo. Lenovo is known for its personal computers, especially its Thinkpad line of laptops, but they are making a push to move beyond its role as one of the leaders in personal computing, integrating AI agents into their devices and investing in building out an “AI Cloud” infrastructure alongside Nvidia. We talk to Cheng about how Lenovo's allocating capital during one of the biggest capex booms in history. We also discuss involution and market competition in China, and how Lenovo's been adapting its supply chain to tariffs. Read more:AI Sales Start to Justify Data-Center Spending Boom, Report SaysAnthropic Accuses Alibaba of ‘Illicitly’ Accessing AI Models 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.

    56 min

  8. 26 de jun.

    Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right

    The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last talked to Rory Johnston, the founder of the Commodity Context newsletter, at the start of the conflict. And in that conversation he said that the Strait’s closure would lead to $200 oil if it persisted for any length of time. Today, he returns to tell us what he’s learned about the oil market since then. He explains the various factors that kept a lid on prices, including some re-routing, Trump jawboning, and (crucially) surprise import reductions from China. Previous: Rory Johnston on How Oil Could Surge to Over $200 a Barrel Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

    32 min
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Sobre

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

Informações

  • Canal
    Bloomberg
  • Criado por
    Bloomberg
  • Anos de atividade
    2015 - 2026
  • Episódios
    1,2 mil
  • Classificação
    Livre
  • 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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