Odd Lots

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INVESTISSEMENT

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

-2 J

How the Hedge Fund Magnetar Is Financing the AI Boom

AI software and the hardware that enables it have been hugely popular investments this year. But there have still been limiting factors on the sector, including a shortage of compute to power so many new start-ups. Investors don't want to finance companies that lack a signed contract for compute, and compute providers don't want to sign contracts for startups that haven't already secured funding. Now Magnetar, a hedge fund which started its first ever venture capital fund earlier this year, is trying to solve this "chicken and egg" problem by offering compute in exchange for equity. Magnetar was an early investor in the AI space, partnering with Coreweave and recently helping the hyperscaler to raise $7.5 billion. On this episode, we speak with Jim Prusko, partner and senior portfolio manager on Magnetar's alternative credit and fixed income team, about why the hedge fund is getting into venture capital and some of the new ways they're deploying money in the space. Read More: Magnetar Starts First-Ever Venture Fund, Targets Generative AI Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

50 min
-5 J

Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era

In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capital as well as cheap compute. Fast forward to today, and many things look very different. We're not in the ZIRP era anymore. And computing power has become a scarce resource, particularly when it comes to AI. So how do things look different today from the perspective of a veteran venture capitalist? In this episode, recorded live in San Francisco in November, we speak to Ethan Kurzweil, a founder and managing partner at the new VC firm Chemistry. Ethan spent years at Bessemer Venture Partners, where he was involved in numerous software deals. He talks to us about his strategy for the new fund, the case for starting a small firm, what technologies excite him most right now, and the general landscape for seed-stage investing.Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

47 min
-6 J

Nouriel Roubini's Vision for a New Safe Haven Asset

For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind this was simple: bonds tend to go up when stocks go down, so the two things should act as a natural hedge. But when inflation spiked in 2022 and 2023, the 60/40 portfolio performed terribly and bonds failed to act as a safety cushion. In this episode, we speak with Nouriel Roubini, chief economist and portfolio manager of the new Atlas America Fund, an ETF that is trying to create a new type of safe asset that can withstand big risks, including stagflation, deficits, and de-dollarization. We also talk about the outlook for the US economy in 2025, and the big risks that the chief economist and portfolio manager of the Atlas America Fund sees on the horizon.Read more: Roubini Launches Treasury-Alternative ETF to Ride Trump-Era RiskCrypto Critic Nouriel Roubini Is Working on a Tokenized Dollar ReplacementBecome a Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscriber using our special intro offer at Bloomberg Subscriptions | Digital, All Access, Corporate & Student . You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

46 min
2 DÉC.

Goldman's Hatzius and Kostin on Markets and Macro in 2025

It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and investors. It also happens to be true. The new administration is promising major policy changes in areas like tariffs, immigration, and the size and scope of government. But even beyond that, there is near-term uncertainty over the outlook for the labor market and inflation. Furthermore, we're in an era of high stock valuations, high market concentration, and the AI wildcard. So in light of all this, we talked to Jan Hatzius, the Chief Economist and Head of Global Investment Research, and David Kostin, Goldman's top equity strategist, about what they're looking for in the year ahead. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

54 min
29 NOV.

Lots More on the Coming 20-Year Storm with Viktor Shvets

The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigration is a source of major macro uncertainty. To some it marks the end of a certain neoliberal consensus about globalization, and the pre-eminent role played by financial markets. According to today's guest, we're at the beginning of a long, turbulent period that may not be resolved for two decades to come. On this episode, we speak with macro strategist Viktor Shvets, and author of the new book, The Twilight Before the Storm: From the Fractured 1930s to Today's Crisis Culture. He talks about the big rethink that's underway on a whole host of issues that pertain to the global economy, starting with trade, and why it will take years for the dust to settle.Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

28 min
28 NOV.

How Oaktree's Head of Sourcing Finds the Next Great Deal

When it comes to credit investing (or really any investing), there's an analytic art in deciding the right price to pay for a security. But often that's only part of the challenge. First you need someone to want to sell it to you. In something like public-market equity, this usually isn't hard. Liquidity is deep, and the "ask" price is well known. In something like private credit, it's much trickier. Someone has to sell you the deal. Someone has to call you about it and tell you about it. So how do you get the call? And how do you know when to say yes? On this episode, we speak with Milwood Hobbs, the Managing Director and Head of Sourcing & Origination at Oaktree. Prior to this role, he was at Goldman Sachs, also in leveraged finance origination and sales. So he's been involved in numerous credit deals in his career. On this episode, he talks us through his role, what's involved in it, how he gets offered deals, and how he determines what opportunities are better or worse.Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

49 min
25 NOV.

Inside the Blood Sport of Creditor-on-Creditor Violence

In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anything that would produce yield. So they were willing to accept fewer legal protections embedded in bond and loan documentation if it meant they could get a slice of a juicy deal. Today, the proliferation of these so-called "cov-lite" deals has been coming back to haunt the market, with investors now fighting each other over how much they can claw back from struggling companies. Some hedge funds have become incredibly creative when it comes to finding loopholes to exploit in deal docs. So what exactly is "creditor-on-creditor violence" and why has it become such a thing? How much is it adding to big investors' legal bills? And what can be done to reduce all the squabbling? We speak with Sujeet Indap, Wall Street Editor at the Financial Times and author of The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Corruption of the Private Equity Industry. Read More: Hedge Funds Smell Blood as Lenders Turn on Each Other Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

43 min
22 NOV.

The Harvard Endowment Is on the Verge of Losing Its Crown

For years, the Harvard Endowment has easily been the largest endowment of any university. But as of right now, it's at risk of losing its crown to the University of Texas. So what happened? It's a combination of things including organizational tumult, external controversies over the university, controversy about the endowment's model itself, and other factors. And of course, Texas has unique tailwinds -- including a huge energy windfall -- that aren't easily replicated elsewhere. On this episode we speak with Bloomberg's higher education reporter Janet Lorin about what's changed at this huge source of capital.Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

38 min

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1 422 notes

DOGE

19 nov.

vaqueroblvd

I’m generally a fan of this podcast. What a surprise that a guy that directly or indirectly makes his living off the government replies to a question about what he would do if he led DOGE with 1. Hire more people. 2. Pay them more. Pretty sure he doesn’t understand the point of DOGE.
DOGE

3 déc.

Bountiful!109

In reference to the previous reviewer’s presumption that anyone with experience and knowledge in or adjacent to government being unqualified to assess the effectiveness of or suggest improvements for government is the classic case of not knowing what you don’t know.
Great Interviews

30 nov.

Andrknt

Not all are great, but the recent interview of Milwood Hobbs makes me stay tuned. I honestly hate finance but like learning about it.
Awesome Content, Terrible Audio

26 nov.

J_rob100

Positives: Great content that is valuable and interesting. From a content standpoint, this is a high quality podcast for sure. Cons: The audio consistency is terrible. I have to turn the show up and down throughout all the episodes, because the audio volume is very poorly controlled and not stabilized across hosts, guest, and the music (always WAY too loud). Would really enhance the user experience if this was addressed.

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

Chaîne

Bloomberg
Création

Bloomberg
Années d’activité

2015 - 2024
Épisodes

891
Classification

Tous publics
Copyright

2024 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 web de l’émission

Odd Lots
Fournisseur

Bloomberg L.P.