Hosted by Bloomberg · EN-US · 1,000 episodes
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday
Bloomberg hosts Odd Lots, a business show with 1,000 episodes published.
In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its self-driving car busine
We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs think
The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last tal
The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial significance; the 1990 tournament in Italy, for instance, lost money fo
China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allo
We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been
There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme questions about existential risk. Anthropic, which builds frontier models like
Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World , t
An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy flows. On
When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of two companies &mdash
Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty. Midha's new project is AMP
The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that requ
In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce is spiking al
When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But three years later, thing
Prediction markets that enable you to bet on pretty much everything are everywhere nowadays. But there's still a big question over whether they can expand to include larger institutional investors like hedge funds. Part
Today’s episode, which was recorded at our recent live show at New York’s City Winery, follows up on a conversation we had with Iain Dunning, head of AI at Hudson River Trading. Last year, we talked about how
There's a lot of debate about the future of AI — not just whether it will produce the returns investors are expecting, but also if AI will lead to mass worker displacement. Big banks are the perfect prism through w
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, which is actually pay
Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting fibers around each other, the resulting structure would be something
There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy managing director o
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Odd Lots is hosted by Bloomberg. The show is categorised under business (investing) and has published 1,000 episodes.
Odd Lots has published 1,000 episodes.
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