Odd Lots

4.5(1.5천개의 평가)
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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.

12시간 전

Ray Dalio on the Coming Crisis in US Debt

Almost whichever way you measure it, the US has a lot of debt. And, with the Trump administration recently proposing a budget that would see US debt levels swell even further, it doesn't look like this issue is going away any time soon. In this episode, we speak with Ray Dalio, the billionaire founder of the hedge fund Bridgewater Associates and the author of the new book, How Countries Go Broke. We talk about how he thinks about debt cycles, the catalyst for when high levels of debt become an immediate problem, what a debt crisis actually looks like, and what the US needs to do to avoid a "heart attack" debt crisis within the next three years. We also speak about what investors should do in these scenarios, including Ray's thoughts on things like Bitcoin and gold. And, of course, we also speak about his role in helping create the Chicken McNugget.Read more:The Stories We Tell Ourselves About Bonds‘Mar-a-Lago Accord’ Chatter Is Getting Wall Street’s AttentionOdd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

56분
3일 전

Lots More on the Growing Risks to the US Labor Market

A week from today we will get the February jobs report and there are growing concerns that the US labor market is slowing. Already, the number of sectors adding jobs in this economy is on the decline. Meanwhile, the housing market continues to struggle. Add in the Department of Government Efficiency and worsening fiscal conditions in the state and local sector, and the government may prove to be a drag on employment. To talk about this and other macro developments, including possible tariffs, we brought back Jon Turek, founder and CEO of JST Advisors, to break it all down on this episode. Read more: US Initial Jobless Claims Hit Highest of 2025 Odd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

18분
4일 전

Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics

The first month of the Trump administration has been noisy and novel by basically any measure. But perhaps the biggest shockwaves have been in the realm of geopolitics. Europeans were caught off guard by a recent speech given by Vice President JD Vance in Munich, calling into doubt the future of the Trans-Atlantic partnership. Meanwhile, when it comes to tariffs, the Trump administration has actually been tougher on Mexico and Canada than it has been on China. Then add into all of this the anxiety over AI domination, as a result of the hype around DeepSeek. So how should we understand these novel risks? And how should investors incorporate them into their thinking? On this episode we speak with Jared Cohen and George Lee, the co-heads of the Goldman Sachs Global Institute. They discuss the future of Europe, what they're expecting from the Trump administration, the rise of the Gulf powers, AI, undersea cables, and the opportunities in identifying what they call "geopolitical swing states" like Japan and India.Odd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

51분
6일 전

Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy

The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with some investors and analysts starting to take the idea more seriously, holding meetings with clients and publishing research notes about the rumored plan. A riff on the 1985 Plaza Accord — named for the hotel where it was devised — the idea is that the Trump administration could achieve its economic aims through a reordering of the financial system that would include a conscious effort to devalue the dollar. The basic components of the plan were laid out by Stephen Miran, President Donald Trump’s nominee to lead the White House Council of Economic Advisers, and drew on the work of Zoltan Pozsar. So how exactly could this all work? And what problems are the Trump administration trying to solve exactly? On this episode, we speak with Jim Bianco, president and founder of Bianco Research, who has been briefing his clients about the possibilities. Read more:Three Names You Need to Know to Understand the Future of the International Monetary Order‘Mar-a-Lago Accord’ Chatter Is Getting Wall Street’s AttentionOnly 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.

29분
2월 24일

Here's What It Takes to Make a Great Company

People love listening to stories about making it big, and there are no shortage of success stories in the world of global business. There's TSMC, which has grown to become the most important producer of semiconductors. There's Hermès, which has been a power player in luxury consumer goods for over a hundred years now. Or how about Starbucks, Berkshire Hathaway, Renaissance Technologies, or Ikea? The list goes on and on. But what actually makes a company great? And why do some businesses succeed where others fail? The Acquired podcast has become a must-listen for their study of some of the most interesting companies in the world. In this episode, we speak with Acquired co-hosts Ben Gilbert and David Rosenthal, about what makes a business truly great.Read More: The Five Habits of Highly Successful CompaniesCompanies to Watch in 2025Only Bloomberg 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.

44분
2월 21일

How Banks Turned Into Giant Synthetic Hedge Funds

Hedge funds are notorious for making big and sometimes risky trades. Banks, meanwhile, are supposed to be a lot more boring by comparison — for obvious reasons. But in recent years, we've seen banks like Silicon Valley Bank make some pretty bad bets themselves. Elham Saeidinezhad, an assistant economics professor at Barnard College, Columbia University, argues that banks have been turning into giant "synthetic hedge funds" by blending traditional lending activities with advanced financial strategies. The big question, of course, is whether they should be doing this at all, given that banks typically operate with a lot more regulatory constraint and might not be as nimble when it comes to entering or exiting positions. Read more:SVB’s 44-Hour Collapse Was Rooted in Treasury Bets During PandemicSVB Failure Sparks Blame Game Over Trump-Era Regulatory RuleThe Thorny Question of Why We Treat Banks Differently At All? Only Bloomberg 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.

38분
2월 20일

The Plan to Get America Building Big Ships Again

The US is a dominant force in a number of important industries, but it's been lagging behind in one crucial area: shipbuilding. Today, there are about 80 US-flagged ships involved in global trade, compared to more than 5,500 China-flagged vessels. The worry is that the US has been falling behind in this important component of international commerce, and that the country's entire economy could be at risk of being choked off. The SHIPS for America Act is a rare bipartisan proposal that aims to address these concerns by getting America to build commercial vessels again. But how exactly do you go about reviving an industry that's been all but moribund for decades? We speak to Senator Mark Kelly, a Democrat from Arizona, and Senator Todd Young, a Republican from Indiana, co-sponsors of the bill, about their plan.Read More:US Lawmakers Seek to Bolster Shipbuilding at HomeThe Shipping Industry Is Getting a Slew of New Vessels—Right as Demand CoolsOdd Lots is coming to Washington, DC! Get your tickets here. See omnystudio.com/listener for privacy information.

46분
2월 17일

This Is How Derivatives Trading Swallowed the Entire Market

For a long time, the world of derivatives trading was a niche thing, largely occupied by professional investors who used them for hedging purposes. During the pandemic and the Robinhood boom, the retail masses started discovering them, and activity exploded. Since then, the use of options, swaps and other levered positions has grown among both individual traders and the big professionals on Wall Street. There are countless influencers on social media promising "guaranteed" returns from various options selling strategies. New ETFs have been launched that embed derivatives inside them. And institutions which might historically have employed simple, sleepy investments, are now making them part of their core mix. So how did this happen, and what effect is it having on the market? On this episode, we speak with Benn Eifert, partner at QVR Advisors, about the evolution of this world, why you should not get your trading advice from Instagram, and how this trend has reshaped the entire market. Read more: World’s Largest Options Market Weathers Indian Regulatory Curbs Odd Lots is coming to Washington, DC! Get your tickets here See omnystudio.com/listener for privacy information.

51분

모두 보기(935개)

Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

4.4(2048개의 평가)

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Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 2,700 journalists and analysts in 120 countries.

3.8(36개의 평가)

비즈니스 뉴스
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

3.9(1083개의 평가)

비즈니스 뉴스
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are shaping the global economy and what on earth is going to happen next.

4.3(327개의 평가)

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Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

4.3(31개의 평가)

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Elon Musk’s sprawling business empire has granted the billionaire a degree of power and global influence that transcends the industries he’s reshaped. He is the leader of no fewer than six hugely influential companies, spanning electric vehicles to wartime communications, and their innovations could shape the fates of nations. Musk is polarizing, confounding and inescapable. And he is the biggest business story of our time. Each week, listen in as host David Papadopoulos convenes a panel of Bloomberg Businessweek journalists who are tracking Musk’s companies and the surprising ways they intersect. They break down the business mogul's latest moves and analyze what they could mean for us all.

3.2(140개의 평가)

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4.5

최고 5점

1,467개의 평가

Long time listener

2월 17일

ParentsofNYC

The cash episode from Chicago Fed is absolutely fascinating.
TradFi Simps

6일 전

kfixbwhdisa

Much of the supposed journalism on crypto will in time prove to be overtly biased. Docile big biz regime shills.
A “review”

2월 6일

The Real GOGO

Tracy i am a big fan, Joe not so much. Please tell Joe to stop his “hmmm” after statements made by others. Best part of the Show. The closing Music!!
The Bernie Bro and the DEI Ditz

2월 11일

Chucky (JonG)

The entire Bloomberg “news” organization is suffering from TDS, and this podcast is no exception. The Bro and the Ditz loved everything about Biden—green energy, massive deficits and the resulting inflation notwithstanding. Now the Bro and the Ditz are just outright lying. Take a listen to the February 5 episode where they dredge up a breathless moron screaming that Doge has access to the code that handles Treasury payments and the world is going to end. Scott Bessent has stated this is untrue and that he personally vetted the workers who would have access to the systems and only on a “read only” basis. Don’t let the truth get in the way of your agenda! Joe the Bro and Tracy the Ditz—keep up the lying! The TDS is hard to shake.

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

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