show episodes
 
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
 
Stoner is a freewheeling conversation that often starts with "when was the first time you ever smoked weed?" and can end up anywhere. Guests range from artists to musicians to those working in the marijuana economy. Host Aaron Lammer is also the co-host of the Longform Podcast and has co-written songs with Francis and the Lights for artists like Chance the Rapper and Drake.
 
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show series
 
In recent weeks, the White House has attempted to make a greater effort to improve the functioning of supply chains. One effort includes getting the Port of Los Angeles, and the various companies who operate there, to operate 24/7. But this is going to be a herculean task. On this episode we speak with Craig Fuller, the Founder and CEO of the infor…
 
Ben Smith is the media columnist for The New York Times. He was the founding editor-in-chief of BuzzFeed News. ”I do think there's some kind of personality flaw deep in there of wanting to like, you know, find stuff out and tell people.... I'm not sure that's a totally sane or healthy personality trait, but it is definitely, for me, a personality t…
 
Official inflation measures in the U.S. remain elevated and so, of course, this has a lot of people thinking about the 1970s. Not only was this the last time the U.S. had a sustained period of high inflation, it was the period during which many of today's policymakers really started to form their views about managing the economy. On this episode, w…
 
Bitcoin just hit an all-time high and crypto mania is in full swing. One of this year's big winners has to be Axie Infinity, a blockchain-based game, whose token AXS has surged over 200x just since the start of the year. Axie is a pioneer of what's come to be known as a "play to earn" model, whereby participants who play the game can actually make …
 
Jay Caspian Kang is a contributor at New York Times Magazine. His new book is The Loneliest Americans. ”I have a lot of thoughts and talk to people to make sure my thoughts are right, or change them because I think they're wrong. What more does one want out of an intellectual life? It's good work.” Show notes: @jaycaspiankang Kang on Longform Kang …
 
Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities complex for several reasons. Since then, of course, we've seen several markets go on an absolute tear and to a degree that's taken even him by surprise. The bad news for commodities consumers? We still…
 
We've been covering global supply chain pressures almost since the beginning of the year on Odd Lots. And with each episode the question is "ok, so when will things normalize?" But basically, not only have things not normalized, things have gotten much worse. So why can't the system stabilize? On this episode, we speak again with Ryan Petersen, the…
 
The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. What will be the impact on creditors or people who have put down payments on homes that haven't been built yet? And what will the ripple effects be on other credits? In addition to the financial fallout, there's also a macro angle. Real estate is ext…
 
The Federal Reserve has a lot on its plate at the moment. Not only are "transitory" inflation pressures proving to be more stubborn than expected, but unemployment remains relatively high even as the U.S. economy recovers from the Covid-19 pandemic. Meanwhile, there are also technical challenges that the central bank now faces as it gets closer to …
 
E. Alex Jung is a senior writer for Vulture and New York. ”When I'm in that space, I try to be a sponge. I'll just absorb whatever's happening or going on, and I'll be down to do mostly anything. I was actually thinking recently about what my limits would be in a profile. I was like—heroin? I don't think I would do that.” Show notes: @e_alexjung Ju…
 
Every few years, people are reminded of the weird law the United States has: the debt ceiling. Congress has to vote affirmatively to raise the total outstanding legal stock of debt the country can take on. If Congress fails to vote in favor of it, you could see a theoretical debt default, with devastating consequences. Sometimes the vote is routine…
 
For years, people have talked about China's ongoing process of opening up, or liberalizing its economy. And yet lately it's taken strong moves that seem to indicate a change in direction. It's cracked down on some of its largest tech companies while also allowing its real estate sector to cool off considerably, as we've seen with the stress on Ever…
 
Max Chafkin is a features editor and reporter for Bloomberg Businessweek. His new book is The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power. “I think there's like a really good way to come up with story ideas where you basically just look for people who have given TED Talks and figure out what they're lying about. And there's also a…
 
The pandemic has obviously sent shockwaves throughout the supply chain. And, despite hopes of normalization, things might even be getting worse. The number of ships, for example, waiting to unload at the Port of Los Angeles has continued to grow. And it seems like every day another company talks about various shortages. So what does it mean for our…
 
Over the last several months, inflation has risen at a pace significantly faster than what economists have expected. Markets, and perhaps the Fed, take some solace in the fact that it can largely be tied to economic disruptions from the pandemic, and prove to be "transitory". But is it really transitory? And when will it fade? On this episode of Od…
 
Hannah Giorgis is a staff writer at The Atlantic. Her latest feature is "Most Hollywood Writers’ Rooms Look Nothing Like America.” ”In general, when we talk about representation, we talk about what we see on our screens. We're talking about actors, we're talking about who are the lead characters, what are the storylines that they're getting. And I'…
 
If you've been following the wild ride that is Chinese real estate, then you've definitely heard of Evergrande. The price of its shares and bonds has been tumbling lately amid concerns about its cash flow and its model. But what really is Evergrande? And who stands to lose in a theoretical restructuring? On this episode, we speak with Travis Lundy,…
 
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that's lost out significantly is cars, as automakers are still cutting production due to an inability to source chips. On this episode, we speak with retur…
 
Sarah A. Topol is a writer-at-large for The New York Times Magazine. Her latest feature is ”Is Taiwan Next?” ”I think you never actually ask people head-on about what they've been through. You always ask people to just tell you what they want to tell you about anything that has happened to them…. This event that happened to you, it doesn't define y…
 
Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We've seen crackdowns on big tech and fintech companies (like Ant Financial and Didi), online education companies, and now even the playing of video games. Investors in key sectors have gotten clobbered by the new rules. So what is the goal and what is …
 
There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo facility has seen huge takeup from financial market participants seeking to park excess cash. Meanwhile, the central bank has also announced the start of a new standing repo facility. And, of course, we're nearing the start of tapering, when the Fed …
 
Lawrence Wright is an author, screenwriter, playwright, and a staff writer for The New Yorker. ”There’s nothing more important about a person than their story. In a way, that’s who we are. And yet, memories fade and people die. So those stories disappear and the job of the journalist is to go out before that happens and accumulate the kinds of stor…
 
Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. Interest in the space is already booming, with Morgan Stanley, BlackR…
 
When people think about what inflation is, they might first think about some broad index like the CPI. What does the the CPI really tell us? And how is it constructed? And how much does its rise and fall relate to the state of the macro-economy? On this episode, we speak with Omair Sharif, a longtime veteran of both the buy and sell-side, who is no…
 
Kirby Dick and Amy Ziering are documentary filmmakers. Their latest miniseries is Allen v. Farrow. ”We're constantly looking for those moments that happen before the story is ever told. Or those moments where someone is deciding to tell a story or is going through a process that they think is private… We think there's something about getting the mo…
 
There's obviously a lot of interest in crypto and DeFi these days. And while it's growing rapidly, it's still not cutting much into traditional finance business lines. For the most part, trading on blockchains is slow and costly. But some projects don't accept the premise that blockchains have to be slow and inefficient. Solana is an Ethereum compe…
 
Nearly 200 years ago, the colonialist French power granted independence to Haiti. But it did so under the brutal condition that it pay 150 million francs in exchange for its freedom. This was a staggering sum that imposed a staggering imposition on the Haitian economy. And there's good reason to believe that that initial debt contributed to the ong…
 
Roger Bennett is a co-host of Men In Blazers and the author of (Re)born in the USA: An Englishman's Love Letter to His Chosen Home. “So much of my work is about human tenacity. That value of perseverance, of driving onwards. I believe life is about darkness and happiness. I believe that nothing is given, you fight for everything. And how you operat…
 
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