Podcast appearances and mentions of joe weisenthal

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Best podcasts about joe weisenthal

Latest podcast episodes about joe weisenthal

The Ezra Klein Show
The Three Forces Deranging the Economy in 2025

The Ezra Klein Show

Play Episode Listen Later Dec 23, 2025 77:43


This is the strangest economy I've seen in my lifetime. If you just looked at the macro data — the jobs numbers, G.D.P., the stock market — things look pretty normal. But they clearly aren't normal. The Trump administration spent the year upending the global trade system while tech companies spent hundreds of billions of dollars on A.I., a technology that could potentially displace many of our jobs. And people don't feel normal, either. Survey data shows that the vibecession rages on.Tracy Alloway and Joe Weisenthal are the co-hosts of the excellent economics podcast “Odd Lots” and have closely followed all the chaos this year. So I wanted to have them on the show to explain what the hell is going on.Mentioned:ChartsOdd LotsThe Three-Body Problem by Cixin Liu“The Vibecession: The Self-Fulfilling Prophecy” by Kyla Scanlon“Everyone is Gambling and No One is Happy” by Kyla ScanlonBook Recommendations:Breakneck by Dan WangNorth Woods by Daniel MasonA Marriage at Sea by Sophie ElmhirstThe Digital Reversal by Andrey MirOrality and Literacy by Walter J. OngNo Sense of Place by Joshua MeyrowitzThoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Annika Robbins, with Kate Sinclair and Mary Marge Locker. Our senior engineer is Jeff Geld, with additional mixing by Isaac Jones. Our executive producer is Claire Gordon. The show's production team also includes Marie Cascione, Annie Galvin, Michelle Harris, Kristin Lin, Emma Kehlbeck, Jack McCordick, Marina King and Jan Kobal. Original music by Pat McCusker. Audience strategy by Kristina Samulewski and Shannon Busta. The director of New York Times Opinion Audio is Annie-Rose Strasser. And special thanks to Kimberly Clausing, Natasha Sarin and Kyla Scanlon. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

ChinaTalk
Joe Weisenthal and I record a Show About Nothing

ChinaTalk

Play Episode Listen Later Dec 23, 2025 63:48


Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss 21:19 handling guests 26:06 china 46:04 journalism integrity 49:24 parenting in nyc Learn more about your ad choices. Visit megaphone.fm/adchoices

ChinaEconTalk
Joe Weisenthal and I record a Show About Nothing

ChinaEconTalk

Play Episode Listen Later Dec 23, 2025 63:48


Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss 21:19 handling guests 26:06 china 46:04 journalism integrity 49:24 parenting in nyc Learn more about your ad choices. Visit megaphone.fm/adchoices

The Vergecast
Everything is gambling now

The Vergecast

Play Episode Listen Later Dec 16, 2025 78:11


Who's going to win the Super Bowl? What about the latest season of Survivor? Or the race to be the next chair of the Federal Reserve? Who will be Portugal's next president? How many times will Elon Musk tweet in the next week? On Polymarket, and other prediction markets, you can bet on all these things and more. Are we entering a world in which everything is gambling and gambling is everything? Bloomberg's Joe Weisenthal joins the show to explain the rise of prediction markets, what's betting and what's investing, and more. Then, The Verge's Hayden Field teaches us about Model Context Protocol, a wonky bit of AI infrastructure that might be key to making AI agents work. MCP is barely a year old, and practically all of tech is ready to embrace it. Finally, Hayden helps David answer a question on the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about why every AI company seems to want you to go shopping. Further reading: Are prediction markets gambling? Robinhood CEO Vlad Tenev is betting not Election night at Kalshi HQ Joe Weisenthal at Bloomberg From Bloomberg: My Biggest Question About Prediction Markets Anthropic launches tool to connect AI systems directly to datasets AI companies want a new internet — and they think they've found the key Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Compound Show with Downtown Josh Brown

On episode 221 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow 50,000, AI and the market, cash on the sidelines, the Fed's latest move, 10 years of Odd Lots, and much more! This episode is sponsored by Neuberger Berman and Apex Fintech Solutions. Learn more about NBSD and get important information at https://www.nb.com/nbsd. NBSD from Neuberger. Learn more at https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ NB Disclosure: Investors should consider the Fund's investment objectives, risks, fees, and expenses carefully before investing. This and other important information can be found in the Fund's prospectus, and, if available, summary prospectus, which you can obtain by calling 877.628.2583. Please read the prospectus, and, if available, the summary prospectus, carefully before making an investment. Neuberger Berman BD LLC, is the distributor of the Fund and a FINRA member. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Risky Business with Nate Silver and Maria Konnikova
Introducing: Odd Lots with Joe Weisenthal and Tracy Alloway

Risky Business with Nate Silver and Maria Konnikova

Play Episode Listen Later Dec 6, 2025 2:43 Transcription Available


Here’s a preview of another podcast we enjoy, Odd Lots with Tracy Alloway and Joe Weisenthal. Odd Lots has some of the most interesting conversations in finance, markets and economics, and every episode has the “perfect guest” – from truckers and bakers to portfolio managers and CEOs. As longtime financial journalists with a wide breadth of experience, Joe and Tracy dive into everything from poultry farming to AI valuations, as well as big questions about manufacturing, geopolitics, central banking and much more. New episodes drop on Mondays, Thursdays and Fridays wherever you get your podcasts.See omnystudio.com/listener for privacy information.

Gadget Lab: Weekly Tech News
BIG INTV: Joe Weisenthal Has Predictions About How the AI Bubble Will Burst

Gadget Lab: Weekly Tech News

Play Episode Listen Later Nov 18, 2025 41:19


Right now much of the US economy rests on AI's future. In fact, Odd Lots cohost Joe Weisenthal says the rest of the economy that isn't tech or AI related is creaking along. He breaks down for Katie why AI's impact on finance goes beyond billion-dollar investments. Tell us what you think of the show by filling out our listener survey Follow the UnCanny Valley feed for WIRED's best and brightest as they provide an insider analysis of the overlap between tech and politics, from the influence of Silicon Valley on the Trump administration to how inaccurate information from artificial intelligence (AI) chatbots fanned the fire on social protests.  Learn about your ad choices: dovetail.prx.org/ad-choices

The Big Take
Why Global Economic Leaders Are Predicting a Slowdown

The Big Take

Play Episode Listen Later Oct 16, 2025 20:26 Transcription Available


This week, the World Bank and the International Monetary Fund are holding their annual meetings in Washington, DC and so is the Institute of International Finance. It’s brought a who’s who of central bankers and finance ministers to the US capital — in the midst of a government shutdown — to discuss the most pressing issues facing the global economy. Bloomberg reporters and editors from all over the world have also made the pilgrimage to Washington, including Brendan Murray, who oversees global trade coverage, along with Joe Weisenthal and Tracy Alloway, the hosts of Odd Lots. On today’s Big Take podcast, they join host David Gura to share what they’re hearing at official events and on the sidelines of these meetings and what it reveals about the health of the economy and global markets.See omnystudio.com/listener for privacy information.

TrueAnon
Episode 487: Money Never Sleeps

TrueAnon

Play Episode Listen Later Sep 4, 2025 106:46


Joe Weisenthal, co-host of the Odd Lots podcast, joins us to talk about the so-called politicization of the Fed, general weirdness in the American economy, AI's stagflationary set up, and the continued rise of The Dragon. Hit the tip line: (646) 801-1129 | tips@trueanon.com Discover more episodes at podcast.trueanon.com

The Big Take
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor

The Big Take

Play Episode Listen Later Jun 29, 2025 47:28 Transcription Available


This week, Zohran Mamdani won the first round of the Democratic primary for mayor of New York City, making him the presumptive party nominee and the early favorite to win November's general election. Endorsed by the Democratic Socialists of America, he's proposing rent freezes, universal childcare, higher taxes on corporations and the wealthy, free buses, and city-run grocery stores.On today’s Big Take podcast, we’re featuring an interview Mamdani did with Joe Weisenthal and Tracy Alloway for the Odd Lots podcast a few weeks ago.See omnystudio.com/listener for privacy information.

Why Is This Happening? with Chris Hayes
The Narrative vs. Real Effects of This Economy with Joe Wiesenthal

Why Is This Happening? with Chris Hayes

Play Episode Listen Later Jun 10, 2025 56:17


It can be hard to follow and make sense of all of the volatility we've been seeing in the markets and economy recently. Lucky for us, Joe Weisenthal, co-host of Bloomberg's “Odd Lots” podcast is joining this week to help break down what's been going on. He joins WITHpod to discuss recent economic volatility and what it means for financial markets vs. the real economy, the impact of tariffs and more.

The 11th Hour with Brian Williams
Stock market rallies as Trump delays EU tariffs

The 11th Hour with Brian Williams

Play Episode Listen Later May 28, 2025 42:02


After a tumultuous month, stocks soared after President Trump delayed tariffs on the European Union. Then, a look at Trump Media's $2.5 billion deal to buy bitcoin, deepening Trump's crypto footprint. And, the President escalates his feud with Harvard as the White House moves to pause all student visa interviews. David Drucker, Jeff Mason, Leigh Ann Caldwell, Joe Weisenthal, Tracy Alloway, Mark McKinnon, and Tom Di Liberto join The 11th Hour this Tuesday.    

The Bulwark Podcast
S2 Ep1031: Joe Weisenthal: Everything Screams Recession

The Bulwark Podcast

Play Episode Listen Later Apr 29, 2025 52:49


The markets may be hanging in there but they also held strong in early 2020—right up until Covid hit New York. Meanwhile, tariffs are driving consumer confidence down, firms are talking about cutting back on hiring and investments, and Goldman Sachs is predicting that the U.S. will have the highest inflation and lowest growth of any developed economy this year. Plus, Scott Bessent is not a calming influence, and Trump has a real 'War on Christmas' in the works. The Stalwart Joe Weisenthal joins Tim Miller.  show notes Joe and Tracy Alloway's newsletter on how the markets can get things wrong (gift) Recent 'Odd Lots' pod on the coming empty shelves & the War on Christmas Joe's Bluesky post on the War on Christmas

Unchained
Is Bitcoin a Safe Haven? Market Correlation, Gold, and Macro Chaos – The Chopping Block - Ep. 823

Unchained

Play Episode Listen Later Apr 24, 2025 67:45


Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. In this episode, the crew is joined by special guest Joe Weisenthal, co-host of Bloomberg's Odd Lots podcast, for a wide-ranging, unfiltered conversation. They dive into whether Bitcoin is becoming digital gold, why Ethereum's value might be leaking away, and how stablecoins are quietly reshaping global finance. Joe challenges the panel on NFTs, DePIN, and whether any of crypto's big promises have actually delivered. Plus, they debate the rise of MicroStrategy copycats, the failure of crypto social apps, and why Worldcoin's orb-pilled vision might actually make sense. Show highlights

Unchained
Is Bitcoin a Safe Haven? Market Correlation, Gold, and Macro Chaos – The Chopping Block - Ep. 823

Unchained

Play Episode Listen Later Apr 24, 2025 67:45


Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. In this episode, the crew is joined by special guest Joe Weisenthal, co-host of Bloomberg's Odd Lots podcast, for a wide-ranging, unfiltered conversation. They dive into whether Bitcoin is becoming digital gold, why Ethereum's value might be leaking away, and how stablecoins are quietly reshaping global finance. Joe challenges the panel on NFTs, DePIN, and whether any of crypto's big promises have actually delivered. Plus, they debate the rise of MicroStrategy copycats, the failure of crypto social apps, and why Worldcoin's orb-pilled vision might actually make sense. Show highlights

Pod Save America
Will Trump Send Americans to Foreign Prisons?

Pod Save America

Play Episode Listen Later Apr 15, 2025 78:09


Donald Trump and the president of El Salvador gloat about shipping migrants to a Salvadoran mega-prison, muse about sending American citizens there next, and lie about the court orders they're ignoring. Jon, Lovett, and Tommy break down what it means for the administration to ignore the Supreme Court's order to return Kilmar Abrego Garcia, the message Trump is sending to student visa holders with the arrest of Rümeysa Öztürk, why Trump's war on the media appears to be succeeding, and reports that the Trump family is teaming up with Binance, the shady crypto platform, on a new money-making scheme. Then, Bloomberg's Joe Weisenthal joins Jon to talk about Trump's trade war, the possibility of a recession, and what might happen next. For a closed-captioned version of this episode, click here. For a transcript of this episode, please email transcripts@crooked.com and include the name of the podcast.

All In with Chris Hayes
Trump tariff pause sparks insider trading questions

All In with Chris Hayes

Play Episode Listen Later Apr 11, 2025 41:53


Guests: Leah Litman, Rep. Jasmine Crockett, Joe Weisenthal, Stephanie Kelton, Sen. Jeff Merkley,  Michelle GoldbergAnother loss for the Trump Administration as the Supreme Court grants a partial victory to one of the men they shipped to El Salvador without cause. Plus, The markets realize Trump's huge tariffs are still in effect. Then, Democrats dig in on the possibility of insider trading on Trump's market comments.  Want more of Chris? Download and subscribe to his podcast, “Why Is This Happening? The Chris Hayes podcast” wherever you get your podcasts.

Spectator Radio
Americano: has trump stopped the oligarchy?

Spectator Radio

Play Episode Listen Later Apr 8, 2025 20:45


Global financial markets are experiencing significant declines following the announcement of new tariffs by President Trump. These tariffs led to widespread panic among investors and sparked debates about their potential impact on the economy.​ In this episode of Americano, host Freddy Gray is joined by Joe Weisenthal, co-host of Bloomberg's Odd Lots podcast, to discuss the ramifications of these tariffs. They delve into the immediate market reactions, including a brief $4 trillion surge driven by a misinterpreted news clip, and analyse the underlying motives and potential consequences of the administration's trade policies. 

Americano
Has Trump stopped the oligarchy?

Americano

Play Episode Listen Later Apr 7, 2025 20:45


Global financial markets are experiencing significant declines following the announcement of new tariffs by President Trump. These tariffs led to widespread panic among investors and sparked debates about their potential impact on the economy.​ In this episode of Americano, host Freddy Gray is joined by Joe Weisenthal, co-host of Bloomberg's Odd Lots podcast, to discuss the ramifications of these tariffs. They delve into the immediate market reactions, including a brief $4 trillion surge driven by a misinterpreted news clip, and analyse the underlying motives and potential consequences of the administration's trade policies. 

Swan Signal - A Bitcoin Podcast
Is Bitcoin Decoupling from Stocks?

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Apr 4, 2025 60:10


This week's Swan Signal Live unpacks a major market anomaly: on a day when the S&P 500, Nasdaq, and gold all dropped sharply, Bitcoin stayed strong—even ticking up. The team explores whether we're witnessing the early stages of a true decoupling, as more voices from TradFi, including Joe Weisenthal and Larry Fink, acknowledge Bitcoin's resilience.They also dive into Trump's new tariff strategy, branded “Liberation Day,” raising questions about trade math, inflation, and how tariffs could play into broader economic negotiations. While some call the plan misguided, the crew sees it as a blunt but intentional negotiation tactic—one that may pair with interest rate cuts to boost markets before the midterms.The show also calls out Galaxy Digital's shady Terra Luna dealings, with Novogratz dumping $100M worth of Luna while publicly promoting it. It's a clear reminder of why Swan stays Bitcoin only—to protect investors from altcoin pump-and-dumps.On Jack Dorsey's claim that Bitcoin will “fail” if it doesn't become a medium of exchange, the team pushes back. Bitcoin is following a natural monetary evolution: first a collectible, then a store of value, and eventually, a medium of exchange—driven not by consumers, but businesses who want to be paid in Bitcoin.Finally, they react to Tom Lee's $150K BTC prediction by year-end. Some see it as a floor, not a ceiling—especially if the U.S. adopts the Bitcoin Strategic Reserve Act. Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Chapo Trap House
915 - Hero Hedge feat. Joe Weisenthal (3/10/25)

Chapo Trap House

Play Episode Listen Later Mar 10, 2025 73:06


We start the show discussing the arrest and detention of Mahmoud Khalil in a glaring escalation of attacks on American civil liberties in behalf of Israel & its supporters. We're then joined by journalist and co-host of the Odd Lots podcast Joe Weisenthal to take a shockingly timely (for us) look at markets, tariffs, crypto, and economic policy under the 2nd Trump administration. Is there a plan here? Who's actually in charge? Will these tariffs ever actually happen? Are we careening toward a recession? Joe shares his thoughts on these questions and more with us. Listen to Odd Lots wherever you get podcasts, and find Joe's work at Bloomberg here: https://www.bloomberg.com/authors/AQ0VXvE12t0/joe-weisenthal Go see Eephus as it rolls out to your neck of the woods, search for showtimes @ https://www.eephusfilm.com/

Plain English with Derek Thompson
The End of Reading

Plain English with Derek Thompson

Play Episode Listen Later Feb 28, 2025 61:57


Something alarming is happening with reading in America. Leisure reading by some accounts has declined by about 50 percent this century. Literacy scores are declining for fourth and eighth graders at alarming rates. And even college students today are complaining to teachers that they can't read entire books. The book itself, that ancient piece of technology for storing ideas passed down across decades, is fading in curricula across the country, replaced by film and TV and YouTube. Why, with everything happening in the world, would I want to talk about reading? The business podcaster Joe Weisenthal has recently turned me on to the ideas of Walter Ong and his book 'Orality and Literacy.' According to Ong, literacy is not just a skill. It is a specific means of structuring society's way of thinking. In oral cultures, Ong says, knowledge is preserved through repetition, mnemonics, and stories. Writing and reading, by contrast, fix words in place. One person can write, and another person, decades later, can read precisely what was written. This word fixing also allows literate culture to develop more abstract and analytical thinking. Writers and readers are, after all, outsourcing a piece of their memory to a page. Today, we seem to be completely reengineering the logic engine of society. The decline of reading in America is not the whole of this phenomenon. But I think that it's an important part of it. Today we have two conversations—one with a journalist and one with an academic. First, Atlantic staff writer Rose Horowitch shares her reporting on the decline of reading at elite college campuses. And second, Nat Malkus of the American Enterprise Institute tells us about the alarming decline in literacy across our entire student population and even among adults. If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guests: Rose Horowitch and Nat Malkus Producer: Devon Baroldi Links "The Elite College Students Who Can't Read Books" "Testing Theories of Why: Four Keys to Interpreting US Student Achievement Trends"  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Big Take
Why Eggs Are So Expensive Right Now

The Big Take

Play Episode Listen Later Feb 21, 2025 16:34 Transcription Available


The price of eggs was up 15% in January, driving overall inflation higher. The cause? Bird flu. We’re joined by farmer Jim Hayes, as well as the hosts of Bloomberg’s Odd Lots podcast, Joe Weisenthal and Tracy Alloway, to talk about how bird flu threatens the chicken supply chain and public health — and what, if anything, can be done to lower egg prices. Listen to Beak Capitalism from Odd Lots.See omnystudio.com/listener for privacy information.

Americano
Is AI the new arms race?

Americano

Play Episode Listen Later Jan 29, 2025 21:46


This week, a Chinese-made AI model called DeepSeek shot to the top of the Apple Store downloads – it stunned investors and sunk some tech stock. DeepSeek claims it was built at a fraction of the cost of American leading models. Chip-making giant Nvidia shed almost £482bn of its market value as a result.  What is DeepSeek, and what does it have to do with US-China relations? Freddy Gray is joined by Joe Weisenthal to explain exactly what's happened with the AI platform DeepSeek, why it has sparked chaos in the US markets, and how it raises questions about the future of AI globally.

Zero: The Climate Race
Odd Lots: This is how China builds so much nuclear power

Zero: The Climate Race

Play Episode Listen Later Jan 13, 2025 47:06 Transcription Available


In the US right now, there is a lot of talk about a so-called "nuclear revival," though it remains to be seen whether whether that translates into action. Meanwhile, China has built 37 nuclear reactors in the last decade, with even more in the works. So what does it take to build nuclear at scale? On this episode of the Odd Lots podcast, Bloomberg's Joe Weisenthal and Tracy Alloway speak to David Fishman, a China-based energy analyst at The Lantau Group. He explains all the elements of the country's nuclear success, from financing to manufacturing to its domestic power markets. See omnystudio.com/listener for privacy information.

Money Stuff: The Podcast
Chickenization: An Odd Lots Crossover

Money Stuff: The Podcast

Play Episode Listen Later Nov 29, 2024 38:03 Transcription Available


Katie and Matt sit down with Tracy Alloway and Joe Weisenthal, hosts of the Odd Lots podcast, to discuss their new series on the chicken industry, Ray Dalio's connection to McNuggets, cheap protein, the Victorian chicken bubble, factory farming and Chicken Libor. You can listen to Odd Lots' Beak Capitalism here, here, and here. Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You'll unlock deep reporting, data and analysis from reporters around the world, plus access to a suite of subscriber-only newsletters.See omnystudio.com/listener for privacy information.

Risky Business with Nate Silver and Maria Konnikova
Odd Lots: Nate Silver and Maria Konnikova on the Art of Election Betting

Risky Business with Nate Silver and Maria Konnikova

Play Episode Listen Later Oct 30, 2024 45:55 Transcription Available


Earlier this election cycle, Nate and Maria appeared on Odd Lots to talk about prediction markets and election betting. It was a fun conversation -- and we're releasing it now for anyone hoping to get their final bets in. Political prediction markets — where traders can make bets on election outcomes — have been around for years. But in this cycle in particular, we've seen an explosion of interest, with people constantly checking the odds on sites like Polymarket and PredictIt to assess the state of the US presidential race. But how accurate are these markets? How do people make money on them? What do they tell us beyond what traditional polling or modeling already indicates? On this episode, Odd Lots hosts Joe Weisenthal and Tracy Alloway speak with Nate Silver and Maria Konnikova, the co-hosts of the new podcast Risky Business. Silver is, of course, a famed election modeler, and both are serious poker players with good instincts for gambling and odds. We discuss how these markets work and what the markets and models are saying right now about the current US campaign. Read More at Bloomberg.com:https://bloom.bg/46Q66tS https://bloom.bg/3X54rNPSee omnystudio.com/listener for privacy information.

The Bulwark Podcast
Bill Kristol: Kama-Momentum

The Bulwark Podcast

Play Episode Listen Later Aug 5, 2024 46:18


Recent polls are showing some pretty significant movement to Harris, and she hasn't even had to play defense yet—though at some point she's going to. Meanwhile, Trump and Vance have had a strategically disastrous three weeks. Plus, RFK, Jr and the poor dead bear cub, the stock market sell-off, and Peter Thiel's lack of appreciation for how he has benefited from liberalism. Bill Kristol joins Tim Miller. show notes: Joe Weisenthal on the stock market sell-off The bear cub and RFK, Jr. 

Big Take DC
What the 2024 US Election Could Mean for China

Big Take DC

Play Episode Listen Later Feb 12, 2024 41:52 Transcription Available


China's economy has been in rough shape, and the government is trying to address it. But there's another threat on the horizon: the US election.During their presidencies, both Joe Biden and Donald Trump backed policies that drove the US and China further apart. Now, they're both campaigning for re-election on continuing on that trajectory.In this episode, Joe Weisenthal and Tracy Alloway from the Odd Lots podcast speak with Tom Orlik, chief economist at Bloomberg Economics, and Mackenzie Hawkins, US industrial policy reporter for Bloomberg News. They've measured what a Trump or Biden victory in 2024 could mean for China's economy, and beyond. Subscribe to Odd Lots to get all of their episodes.See omnystudio.com/listener for privacy information.

Trends with Friends
Why you should pay attention to sector rotation, the stock JC loves at the moment, and Chinese ETFs — EP. 49

Trends with Friends

Play Episode Listen Later Feb 1, 2024 51:26


In today's episode, Howard, JC, Phil, and Riley discuss the following: Why we're having sector rotations and what it means for the market One of JC's favorite stocks in the market right now Why you should be looking at Chinese ETFs The importance of sleep on your health and limiting unforced errors And, of course, how Howard's friend got his finger bit off by an alligator Share your thoughts on the show by leaving a review. P.S. Big things are coming for Trends With Friends! We've partnered with Pen Name Consulting, which is behind some of the biggest podcasts in the world. Stay tuned for some exciting updates. If you aren't already, be sure to subscribe to Trends with Friends here https://www.howardlindzon.com/ — In this episode, the friends cover: (00:00) Welcome to Trends with Friends (03:08) Howard's friend loses a finger to an alligator and how he's planning revenge (10:09) Vanguard market fund closes at an all-time high and it's just not tech hitting ATHs (13:45) Small-cap industrials also reaching all-time highs (14:30) Our job is to form suspicion and invest accordingly and why sector rotation is important to pay attention (17:47) MPC - JC's stock pick (19:20) The wild dreams JC is having (20:34) Sector rotation and stock breakouts (24:40) Analysis of the Russell 2000 and what makes up the index (30:22) SMCI reaching ATH, the importance of having a journal, and Stocktwits analysis (33:35) MMYT (36:00) Why Phil loves social media (38:48) Closing of Chinese ETFs (MCHI) (42:33) Health talk: decreasing unforced errors (46:57) JC meets Joe Weisenthal and talks gangster steak (49:21) Luxury travel and dining — Referenced: FinChat.io — https://finchat.io/ Howard's Blog — https://www.howardlindzon.com/ JC's Blog — https://allstarcharts.com/blog/ Pearl's Prime Cuts — https://primecuts.substack.com/ Riley's Blog — https://popularprice.beehiiv.com/ — Where To Find Howard and Friends: Howard Lindzon — https://twitter.com/howardlindzon JC Parets — https://twitter.com/allstarcharts Phil Pearlman — https://twitter.com/ppearlman Riley Rosebee — https://twitter.com/be_rosebee --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

Odd Lots
Big Take DC: Economists May Be Using Bad Data to Make Big Decisions

Odd Lots

Play Episode Listen Later Jan 30, 2024 16:49 Transcription Available


Today's episode is a special edition of Bloomberg's Big Take DC podcast, featuring an interview with our own Joe Weisenthal and Tracy Alloway. They spoke to Big Take host Saleha Mohsin of Bloomberg News, about how the US has managed to avoid a recession — and whether the Federal Reserve's decisions were based on reliable data. It also features an interview with Claudia Sahm, an ex-Fed economist and contributor to Bloomberg Opinion. To hear more from Big Take DC, subscribe to their show.See omnystudio.com/listener for privacy information.

Big Take DC
Economists Could Be Using Bad Data to Make Big Decisions

Big Take DC

Play Episode Listen Later Jan 25, 2024 16:19 Transcription Available


Last year, as the US Federal Reserve kept raising interest rates to rein in inflation, Chair Jerome Powell kept pointing to one category of data that was guiding its decision: The labor market. But it's possible that the labor market data-of-choice may have been faulty.Having a clear picture of how Americans are really doing is crucial during a presidential election cycle. Bloomberg's Saleha Mohsin talked with Claudia Sahm, an ex-Fed economist, and with Odd Lots podcast hosts Joe Weisenthal and Tracy Alloway about whether economists have the best data to make key decisions about the US economy.See omnystudio.com/listener for privacy information.

E20: The Trillion Dollar Non-Profit Sector, The Politicization of Science, & AI Tutors

Play Episode Listen Later Nov 28, 2023 61:34


Noah Smith and Erik Torenberg discuss the rise in pseudoscience, the “administrification” in America, the trillion-dollar non-profit sector, and more. Daffy is offering Econ 102 listeners a free $25 for the charity of their choice when they join: https://www.daffy.org/econ102 –  Sponsors: GIVEWELL | DAFFY | NETSUITE Have you ever wondered where your donation could have the most impact? GiveWell has now spent over 15 years researching charitable organizations and only directs funding to the highest impact opportunities they've found in global health and poverty alleviation. Make informed decisions about high-impact giving. If you've never donated through GiveWell before, you can have your donation matched up to $100 before the end of the year, or as long as matching funds last. To claim your match, go to https://givewell.org and pick “Podcast” and enter Econ 102 at checkout. Daffy is the most modern and accessible donor-advised fund, making it easier to put money aside for charity. You can make your tax-deductible contributions all at once or set aside a little each week or month. And you don't just have to donate cash, you can easily contribute stocks, ETFs, or crypto. Plus, you never have to track receipts from your donations again. It's free to get started and Econ 102 listeners get $25 towards the charity of their choice. Daffy is offering Econ 102 listeners a free $25 for the charity of their choice when they join Daffy https://www.daffy.org/econ102 NetSuite has 25 years of providing financial software for all your business needs. More than 36,000 businesses have already upgraded to NetSuite by Oracle, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform head to NetSuite http://netsuite.com/102 and download your own customized KPI checklist. –  Econ 102 is a part of the Turpentine podcast network. To learn more: www.turpentine.co –  RECOMMENDED PODCAST: LIVE PLAYERS Join host Samo Burja and Erik Torenberg as they analyze the mindsets of today's most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You'll come away with a deeper understanding of the development of technology, business, political power, culture and more. LIsten and subscribe everywhere you get your podcasts: https://link.chtbl.com/liveplayers. – LINKS: Noahpinion on Substack: https://www.noahpinion.blog/ “Politicized science inevitably tends toward pseudoscience” –  https://www.noahpinion.blog/p/politicized-science-inevitably-tends ‘The Diamond Age' by Neal Stephenson: https://www.amazon.com/Diamond-Age-Illustrated-Primer-Spectra/dp/0553380966 “Nobody says hi in San Francisco” – https://www.noahpinion.blog/p/nobody-says-hi-in-san-francisco ‘Mau-Mauing the Flak Catchers' an essay by Tom Wolfe – https://en.wikipedia.org/wiki/Radical_Chic_%26_Mau-Mauing_the_Flak_Catchers – RECOMMENDED PODCAST: Odd Lots is a Bloomberg podcast hosted by Joe Weisenthal and Tracy Alloway. Each week they speak with the perfect guest to explore the most interesting topics in finance, markets and economics. https://www.bloomberg.com/oddlots – X / TWITTER: @noahpinion (Noah) @eriktorenberg (Erik) – Timestamps (00:00) Episode Preview (01:21) New Release Day (01:35) Q&As (02:43) The politicization of science (16:51) SPONSORS: GIVEWELL & DAFFY (18:17) Is Academia Primarily Left? (21:58) The Administrator Boom (25:59) SPONSORS: NETSUITE & ODD LOTS (29:13) The Trillion Dollar Non-profit sector (31:06) Special Interest Groups (32:42) Nonprofit vs Government (43:24) Politicians on Nonprofits (46:23) Global productivity slowdown (53:09) Charter Schools (55:17) Accelerating those at the bottom (59:24) A.I. Tutors

E19: Singapore, Xi Jingping Cleans Up SF, & Progressive Dystopias

Play Episode Listen Later Nov 15, 2023 60:19


Noah Smith and Erik Torenberg discuss Noah's travel reflections from Singapore, the recent San Francisco cleanup, and the dystopian routes of progressivism. Daffy is offering Econ 102 listeners a free $25 for the charity of their choice when they join: https://www.daffy.org/econ102 – Sponsors: GIVEWELL | DAFFY | NETSUITE Have you ever wondered where your donation could have the most impact? GiveWell has now spent over 15 years researching charitable organizations and only directs funding to the highest impact opportunities they've found in global health and poverty alleviation. Make informed decisions about high-impact giving. If you've never donated through GiveWell before, you can have your donation matched up to $100 before the end of the year, or as long as matching funds last. To claim your match, go to https://givewell.org and pick “Podcast” and enter Econ 102 at checkout. Daffy is the most modern and accessible donor-advised fund, making it easier to put money aside for charity. You can make your tax-deductible contributions all at once or set aside a little each week or month. And you don't just have to donate cash, you can easily contribute stocks, ETFs, or crypto. Plus, you never have to track receipts from your donations again. It's free to get started and Econ 102 listeners get $25 towards the charity of their choice. Daffy is offering Econ 102 listeners a free $25 for the charity of their choice when they join Daffy https://www.daffy.org/econ102 NetSuite has 25 years of providing financial software for all your business needs. More than 36,000 businesses have already upgraded to NetSuite by Oracle, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform head to NetSuite http://netsuite.com/102 and download your own customized KPI checklist. – Econ 102 is a part of the Turpentine podcast network. To learn more: www.turpentine.co – RECOMMENDED PODCAST: Odd Lots is a Bloomberg podcast hosted by Joe Weisenthal and Tracy Alloway. Each week they speak with the perfect guest to explore the most interesting topics in finance, markets and economics. https://www.bloomberg.com/oddlots – RECOMMENDED PODCAST:  Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today's major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff – RECOMMENDED PODCAST: LIVE PLAYERS Join host Samo Burja and Erik Torenberg as they analyze the mindsets of today's most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You'll come away with a deeper understanding of the development of technology, business, political power, culture and more. LIsten and subscribe everywhere you get your podcasts: https://link.chtbl.com/liveplayers. – TIMESTAMPS: (00:00) Episode Preview (01:53) Noah's Travel Reflection (03:58) Singapore's Secret to Solar Punk (07:33-18:08) Policies we can learn from Singapore (10:06) Healthcare (11:33) Housing Policy (16:35) Singapore and El Salvador's Strict Crime Policies (18:09) Sponsor: GIVEWELL (19:35) San Francisco's Sudden Cleanup (22:00) Government and Social Media and AI (31:00) Sponsors: DAFFY and NETSUITE (33:22) Progressive Dystopias (39:47) Immigration vs Gentification (43:38) Progressive Education (46:47) Why Liberalism is Losing the Information War (51:50) Banning Tik Tok (57:32) Pronouncing Xi Jing Ping Correctly

E18: China, Russia, the Middle East, and Geopolitical Predictions

Play Episode Listen Later Nov 8, 2023 67:31


Noah Smith and Erik Torenberg discuss the new geopolitical dynamics in Asia and the Middle East, why demographics may mean waning conflict, and take a dive into Ireland's wealth. Daffy is offering Econ 102 listeners a free $25 for the charity of their choice when they join: https://www.daffy.org/econ102 –  Sponsors: GIVEWELL | DAFFY | NETSUITE Have you ever wondered where your donation could have the most impact? GiveWell has now spent over 15 years researching charitable organizations and only directs funding to the highest impact opportunities they've found in global health and poverty alleviation. Make informed decisions about high-impact giving. If you've never donated through GiveWell before, you can have your donation matched up to $100 before the end of the year, or as long as matching funds last. To claim your match, go to https://givewell.org and pick “Podcast” + enter Econ 102 at checkout. Daffy is the most modern and accessible donor-advised fund, making it easier to put money aside for charity. You can make your tax-deductible contributions all at once or set aside a little each week or month. And you don't just have to donate cash, you can easily contribute stocks, ETFs, or crypto. Plus, you never have to track receipts from your donations again. It's free to get started and Econ 102 listeners get $25 towards the charity of their choice. Daffy is offering Econ 102 listeners a free $25 for the charity of their choice when they join Daffy https://www.daffy.org/econ102 NetSuite has 25 years of providing financial software for all your business needs. More than 36,000 businesses have already upgraded to NetSuite by Oracle, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform head to NetSuite http://netsuite.com/102 and download your own customized KPI checklist. –  Econ 102 is a part of the Turpentine podcast network. To learn more: www.turpentine.co – RECOMMENDED PODCAST: Odd Lots is a Bloomberg podcast hosted by Joe Weisenthal and Tracy Alloway. Each week they speak with the perfect guest to explore the most interesting topics in finance, markets and economics. https://www.bloomberg.com/oddlots – RECOMMENDED PODCAST:  Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today's major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff – LINKS: - Noah Smith, How Ireland Got So Rich https://www.noahpinion.blog/p/how-ireland-got-so-rich - Noah Smith, The Middle East is Getting Older: https://www.noahpinion.blog/p/the-middle-east-is-getting-older – X / TWITTER: @noahpinion (Noah) @eriktorenberg (Erik) – TIMESTAMPS: (00:00) Episode Preview (01:47) Noah's reflections from the Kilkenomics Festival ​​(02:44) Why and how Ireland got rich (11:14) What is the legacy of Brexit? (13:16) Pro and counter arguments for Brexit (15:27) Sponsors: GiveWell | Daffy (18:10) Noah on the 2nd Cold War (24:20) Why Asia is more important to the US than the Middle East (29:57) Sponsor: NetSuite (31:04) Iran in the Israel-Gaza conflict (34:45) Predictions for the next decade in Middle East (41:17) On fertility rates  (45:51) Where would Israel be in 10 years? (50:13) The endless pressures on Israel (51:07) What would need to be true for Noah to be bullish on Israel? (57:08) Countering the collaboration between Gaza and Israel

Odd Lots
Lots More with Matt Levine and Mike Mackenzie

Odd Lots

Play Episode Listen Later Sep 29, 2023 25:40 Transcription Available


For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast show, appearing on Fridays, will see hosts Tracy Alloway and Joe Weisenthal chatting with some of your favorite Odd Lots guests about the latest breaking news and the biggest themes on their minds in markets, finance and economics. Joe's away for this episode. So Tracy gathers two of her favorite Bloomberg colleagues — Matt Levine and Mike Mackenzie — to talk about the basis trade that's got regulators worried, plus the recent bond market selloff, reminiscences over Tokyo in the 1990s and much more.See omnystudio.com/listener for privacy information.

Odd Lots
Lots More With Neil Dutta

Odd Lots

Play Episode Listen Later Sep 15, 2023 27:00 Transcription Available


For those who can't get enough Odd Lots, we're now offering you... "Lots More." This new podcast show, appearing on Fridays, will see hosts Tracy Alloway and Joe Weisenthal chatting with some of your favorite Odd Lots guests about the latest breaking news and the biggest themes on their minds in markets, finance and economics. On this inaugural episode, they're joined by Neil Dutta of Renaissance Macro Research to talk inflation, a possible government shutdown, the risk of a Federal Reserve policy error, and just how high bond yields can get. Are we getting a soft-landing or an inflationary boom? And why do some investors find the doom-and-gloom philosophy so appealing?See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Breaking Down Jackson Hole and Jay Powell (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 25, 2023 29:25 Transcription Available


Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market's recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

What Goes Up
The `Odd Lots' Crossover Episode

What Goes Up

Play Episode Listen Later Aug 11, 2023 44:29 Transcription Available


From the renewed and growing power of American organized labor to the case for minting a $1 trillion coin to end debt-ceiling brinkmanship once and for all, Bloomberg's Odd Lots podcast has tried to tackle some of the most important topics related to the economy and financial markets. From Modern Monetary Theory to Bidenomics, the show hasn't found a topic it can't chew on.Now, the podcast's hosts get the chance to answer some questions instead of asking them. Tracy Alloway and Joe Weisenthal joined the What Goes Up podcast to give their takes on some of the hot-button issues of the day.   See omnystudio.com/listener for privacy information.

Bob Murphy Show
Ep. 281 Murphy vs. Twitter Econ

Bob Murphy Show

Play Episode Listen Later Jul 18, 2023 46:26


Bob tackles recent tweets by Joe Weisenthal and Elon Musk to clarify the Austrian views on recessions and money.Mentioned in the Episode and Other Links of Interest:The Elon tweet and the Joe Weisenthal tweet.Bob's book Understanding Money Mechanics.Help support the Bob Murphy Show.The audio production for this episode was provided by Podsworth Media.

Sound On
Fed Seeking Stronger Bank Rules, DeSantis Mulls Launch

Sound On

Play Episode Listen Later Apr 28, 2023 37:31


Bloomberg Washington Correspondent Joe Mathieu delivers insight and analysis on the latest headlines from the White House and Capitol Hill, including conversations with influential lawmakers and key figures in politics and policy.  On this edition, Joe and Bloomberg's Kailey Leinz speak with: Bloomberg Politics Contributors Jeanne Sheehan Zaino and Rick Davis on the Fed's internal review of banking failures, and the 2024 election. Bloomberg Intelligence Senior Analyst Alison Williams and Bloomberg's Kate Davidson on what's next after the Fed's internal review of banking turmoil. Bloomberg's Odd Lots host Joe Weisenthal on the banking turmoil and regulations. See omnystudio.com/listener for privacy information.

Sound On
Ukraine Contact Group Meets, Blue Checks Are Gone

Sound On

Play Episode Listen Later Apr 21, 2023 54:15


Bloomberg Washington Correspondent Joe Mathieu delivers insight and analysis on the latest headlines from the White House and Capitol Hill, including conversations with influential lawmakers and key figures in politics and policy.On this edition, Joe speaks with: Commander Ward Carroll, military analyst and former Naval aviator, on the latest with Ukraine's air defenses and the meeting of the Ukraine Contact Group. Kelly A. Grieco, Senior Fellow at the Stimson Center, on the Ukraine Contact Group meeting and importance of military aid to Ukraine. Bloomberg Politics Contributors Jeanne Sheehan Zaino and Rick Davis on the debt ceiling, potential for President Biden's re-election announcement next week, and the latest on 2024 Presidential endorsements. Bloomberg Odd Lots host Joe Weisenthal on Twitter's removal of the blue check and the latest episode of Odd Lots. Bloomberg Wall Street Week host David Westin on the latest with the debt ceiling. See omnystudio.com/listener for privacy information.

Spectator Radio
Americano: Is capitalism melting down?

Spectator Radio

Play Episode Listen Later Mar 19, 2023 35:40


Freddy Gray is joined by Joe Weisenthal, co-host of the Odd Lots podcast at Bloomberg. On the podcast, Joe talks about the recent collapse of Silicon Valley Bank, and the moral hazard of state intervention. How gloomy should people be?

Americano
Is capitalism melting down?

Americano

Play Episode Listen Later Mar 15, 2023 35:40


Freddy Gray is joined by Joe Weisenthal, co-host of the Odd Lots podcast at Bloomberg. On the podcast, Joe talks about the recent collapse of Silicon Valley Bank, and the moral hazard of state intervention. How gloomy should people be?

P&L With Paul Sweeney and Lisa Abramowicz
Silicon Valley Bank and a Possible Fed Pivot

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 13, 2023 53:15


Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Joe Weisenthal, host of “Odd Lots” podcast, joins to discuss Silicon Valley Bank and why he's calling it a bailout. Aoifinn Devitt, CEO at Moneta, joins the program to discuss the market reaction to the SVB collapse and government intervention. Dr. Richard Portes, Professor of Economics at London Business School, joins to discuss HSBC acquiring SVB's UK arm, what the fallout means for the UK economy, and gives his take on the SVB and Signature collapses. Mark Douglas, CEO at MNTN, joins to discuss his company's ties to SVB, outlook for the bank, and how he believes it will/won't affect other regionals. John Authers, columnist with Bloomberg Opinion, joins to discuss his column on renewed interest in a Fed pivot after the SVB bank run. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

TRASHFUTURE
AmeriCOIN feat. Joe Weisenthal

TRASHFUTURE

Play Episode Listen Later Jan 31, 2023 64:06


This week, we speak with Joe Weisenthal (@TheStalwart) of the Bloomberg dot com Odd Lots podcast about minting the coin. But not just any coin: a strange loophole in a '90s law designed to let the U.S. Mint produce collectors' coins basically means that, if they wanted to, the director could order the Mint to issue a platinum coin of any denomination. Two dollars. Ten million dollars. One trillion dollars. But will the Democrats use this to completely undercut Republican debt ceiling brinkmanship? Probably not? Check out Odd Lots here: https://podcasts.apple.com/us/podcast/odd-lots/id1056200096 If you want access to our Patreon bonus episodes, early releases of free episodes, and powerful Discord server, sign up here: https://www.patreon.com/trashfuture *WEB DESIGN ALERT* Tom Allen is a friend of the show (and the designer behind our website). If you need web design help, reach out to him here:  https://www.tomallen.media/ *MILO ALERT* Check out Milo's upcoming live shows here: https://www.miloedwards.co.uk/live-shows Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and Alice (@AliceAvizandum)

Plain English with Derek Thompson
How the U.S. Housing Market Became Such a Dumpster Fire

Plain English with Derek Thompson

Play Episode Listen Later Nov 1, 2022 46:06 Very Popular


Skyrocketing mortgage rates. Rent prices falling by their fastest pace in years (from their highest inflation rate in decades). Buyers and sellers are freaked out. What the hell is going on with American real estate?Today is a very special crossover event, featuring one of my favorite finance podcasts: 'Odd Lots' hosted by Tracy Alloway and Joe Weisenthal. Most of what I think I know about the housing market is a river that flows from the headwater that is 'Odd Lots' and the online commentary of Tracy and Joe. So, this is a thrill for me. I hope it's a thrill for you. Host: Derek Thompson Guests: Tracy Alloway and Joe Weisenthal Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

Macro Musings with David Beckworth
Yesha Yadav on Treasury Market Turmoil and Potential Solutions for Reform

Macro Musings with David Beckworth

Play Episode Listen Later Oct 31, 2022 54:04


Yesha Yadav is a law professor and associate dean of Vanderbilt Law School. Yesha works on banking and financial regulation, securities regulation, the law of money and payment system, and is a returning guest to the podcast. She rejoins Macro Musings to talk about recent developments in the Treasury market and the prospects for reform. David and Yesha also discuss the future of CBDC in the US, the recent economic crisis in the UK, and a lot more.   Transcript for the episode can be found here.   Yesha's Vanderbilt Law profile: https://law.vanderbilt.edu/bio/yesha-yadav Yesha's Google Scholar archive: https://scholar.google.com/citations?user=Dn5cmSQAAAAJ&hl=en   David's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings Click here for the latest Macro Musings episodes sent straight to your inbox!   Related Links:   *The Failed Promise of Treasuries in Financial Regulation* by Yesha Yadav and Pradeep Yadav   *The Broken Bond Market* by Yesha Yadav and Jonathan Brogaard   *Markets Didn't Oust Truss. The Bank of England Did.* by Narayana Kocherlakota   *Treasuries Liquidity Problem Exposes Fed to ‘Biggest Nightmare'* by Liz McCormick   *Yellen Flags Potential for Buybacks of Treasury Securities* by Christopher Condon   *The Squeeze That Has the US Treasury Thinking About Buying Back Bonds* by Alexandra Harris   *Hedge Funds Facing Tighter SEC Clearing Rules for Treasuries* by Lydia Beyoud and Alexandra Harris   *Geithner-Led Group Faults Fed for Slow Work on Treasuries Market* by Liz McCormick   *All-to-All Trading in the U.S. Treasury Market* by the New York Fed staff   *Toby Nangle on What We Just Learned From Gilt Market Madness* by Tracy Alloway and Joe Weisenthal

Odd Lots
The Real Reason So Many Musicians Are Frustrated By Spotify

Odd Lots

Play Episode Listen Later Apr 1, 2022 54:45 Very Popular


Earlier this year, there was a growing movement among some musicians (lead by Neil Young) to remove music from Spotify as a protest against Joe Rogan. But frustration at the streaming music giant goes back a lot further than that. And it has to do with how royalties are paid, and the lack of transparency about how music gets discovered on the service. On this episode of Odd Lots, Tracy Alloway and Joe Weisenthal speak with Damon Krukowsky, the former drummer of the indie rock band Galaxie 500, and one half of the duo Damon and Naomi. He gives us his perception of industry economics, and explains his frustration as an independent musician with how the service works. See omnystudio.com/listener for privacy information.

Odd Lots
Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets

Odd Lots

Play Episode Listen Later Mar 31, 2022 44:27 Very Popular


For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the entire state of the world economy. These days though, he's living in St. Bart's, surfing, and managing luxury properties for the richest people in the world. But of course, he can't stop thinking about macro. On this episode off Odd Lots, Hendry joins Tracy Alloway and Joe Weisenthal to talk about Europe's big energy mistake, China's property troubles, and why even after all this time, the world can't get enough dollar assets. See omnystudio.com/listener for privacy information.