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.
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LOEBS: Beak Capitalism, Part 3: Un-Clucking the System
In the final episode of our special three-part series exploring the US economy through the chicken industry, we’re taking a look at market competition. Chicken in the US is dominated by a handful of huge poultry processors. But new technologies, like algorithmic pricing, are also leading to accusations of anticompetitive corporate behavior that can potentially create bad outcomes for both consumers and workers. We’re using poultry to trace the evolution of America’s approach to antitrust and learning what’s different now. You’ll hear from senior officials at the Department of Justice about how concentration in chicken and elsewhere is impacting the economy, and what can be done to fix it. 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.
What an American Stove Maker Wants You to Know About US Manufacturing
One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing, it's actually been US makers of physical goods themselves that have warned about the damage that trade barriers can cause. Or, to put it another way, if we really want to see more domestic US production in order to decouple from China, then perhaps there are other levers to pull besides the tariffs. On this episode of the podcast, we speak with Sam D'Amico, the founder and CEO of California-based Impulse Labs, which makes an amazing induction oven. We talk about what the tariffs mean for his business, and the various things, including capital markets and NIMBYism, that really stand as impediments to building out mass US production of goods. Read more:The High-Tech Stove That’s Also a Home BatteryEverything You Need to Know About the Basis Trade Spooking Markets Only Bloomberg.com 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/oddlotsSee omnystudio.com/listener for privacy information.
Introducing: Stock Movers
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.
Jim Chanos on Who's Getting Caught Swimming Naked
In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way, all of this reverses. Then, as the cliché goes, you see who's been "swimming naked." So what have we learned from the recent market volatility? On this episode, we speak with legendary short-seller Jim Chanos, now the founder of Chanos & Co. We talk about cloud stocks and datacenters, AI, private equity, the Trump tariffs, and the strong evidence that Elon Musk isn't serious about tackling spending. Read more: Everything You Need to Know About the Basis Trade Spooking MarketsJim Chanos Says Biggest Risk for Markets Is DeepSeek-Like EventOnly 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/oddlotsSee omnystudio.com/listener for privacy information.
Lots More on Why Neil Dutta Is Sticking With His Recession Call
On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except China. The market, which had been in a state of deep panic, surged massively on the announcement. But then on Thursday, stocks sold off hard again as people woke up to the reality of massive tariffs on China and the new baseline tariffs on everyone else. Plus, even before all this tariff drama, there were plenty of reasons to be anxious about the US economy. On this episode of Lots More, we speak with Neil Dutta of Renaissance Macro Research. He explains all the moving parts and why he's sticking with his call for a downturn this year.Mentioned on the show:Neil Dutta Sees Rising Risks to the Labor MarketEverything You Need to Know About the Basis Trade Spooking Markets Only 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/oddlotsSee omnystudio.com/listener for privacy information.
Rob Kaplan on How the Fed Will Think about the Tariffs
On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April 2. The market surged. But we're still in an extraordinarily challenging moment. We have new across-the-board tariffs. We have gigantic tariffs on China. And there's a possibility that a recession has already begun. So what does the Fed do in this environment, with so much persistent uncertainty? On this episode, we speak with Rob Kaplan, former President of the Dallas Fed, and now the Vice Chairman of Goldman Sachs. We talk about the extreme uncertainty, the unusual behavior in the market, and what this all means for the energy sector. Read more:Fed Officials Worried Over Stagflation Risk Ahead of TariffsWall Street Chatter Grows That Fed May Act If Bond Rout Worsens Only http://Bloomberg.com 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/oddlotsSee omnystudio.com/listener for privacy information.
Viktor Shvets on Trump's Historical, Revolutionary Moves
How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously. Small businesses seem to hate them. Energy companies aren't fans either. US manufacturers are talking about how the tariffs will make manufacturing harder. And yet we have them. So who stands to benefit? What's the point? And how should we understand this moment in American history? On this episode we speak with one of our favorite guests, Viktor Shvets, the head of global desk strategy at Macquarie Capital. Shvets has been warning for a long time about how US history is at a pivot point, with the neoliberal consensus coming to an end. He talks about Trump's revolutionary efforts to remake American society, the attendant shredding of norms, and what it all means for the globally-held view of American exceptionalism. Read More: Viktor Shvets on Why This Time Really Is DifferentThings Are Getting Pretty Weird in Markets Only 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/oddlotsSee omnystudio.com/listener for privacy information.
What Tariffs Are Doing to North American Freight
Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippers and carriers dealing with North American freight are in a state of limbo, waiting to see how it all shakes out. In this episode, we speak with experienced freight broker Matt Silver, now the CEO of Cargado, a company that sells logistics software to businesses dealing with US-Mexico trade. We talk about the strategies being used right now, what's changing, what truckers are doing, and how all players may adapt to the new reality. Read more:Canada and Mexico, Early Trump Targets, Dodge the Worst of New Tariff SalvoThe Freight Recession Isn't Going Anywhere Now Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News 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/oddlotsSee omnystudio.com/listener for privacy information.
What Trump's Tariffs Are Already Doing to World Trade
It was just last Wednesday that President Trump announced his new tariff schedule with the rest of the world. And it's already having an effect. Companies are scrambling to get goods on planes or boats to beat the first deadline. Companies are already trying to get out of existing contracts. And some previously planned factory endeavors have even been put on hold. On this episode, we speak with Ryan Petersen, the founder and CEO of Flexport, to talk about what he's already seeing from the perspective of his business. We also talk about how tariffs are operationally implemented, and how things might change if the existing tariffs remain in place.Read More: Tariffs Are Dragging Down Even Companies Without US ExportsJeep Maker Stellantis Offers to Help Suppliers Pay Tariff CostsOnly 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/oddlotsSee omnystudio.com/listener for privacy information.
Tether's CEO Speaks on His Insanely Profitable Business
Anything crypto-related is frequently greeted with a high degree of skepticism. Within that, one of the most controversial companies for a long time has been Tether, the company behind the popular stablecoin USDT. But despite people predicting otherwise, the company has boomed. It's insanely profitable. It's one of the largest holders of US Treasuries in the world. And because of the change in the US administration, it's gathering fans in Washington, DC. In this episode, we speak with Tether CEO Paolo Ardoino about what it's like to run this business, how they work with law enforcement, future growth opportunities, and why, after all these years, it's still never had a formal audit. Read more:What Are Stablecoins and Why Are Regulators Wary?Tether To Buy a 30% Stake in Italian Media Company Be Water Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News 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/oddlotsSee omnystudio.com/listener for privacy information.
Brad Setser on the Damage From Trump's Gigantic Tariff Shock
He needs no introduction: When trade is in the news, we speak with Brad Setser of the Council on Foreign Relations. Brad has been talking for awhile about the major imbalances of world trade, and the US-China relationship in particular. However, rather than building up a large trading bloc with our allies to counter Chinese influence, the Trump administration has chosen a path of going it alone, targeting friend and foe alike with large and wide-ranging tariffs. In this episode, we talk about the significance of the move, the potential damage, and what, if any, positive scenarios could result.Read More:Global Recession Fears Engulf Wall Street on Tariff RetaliationMatt Levine: The Tariffs Have Some Math Only 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/oddlotsSee omnystudio.com/listener for privacy information.
Lots More on a Massive, Historical, Stagflationary Shock
On Wednesday, President Trump unveiled sweeping tariffs against almost every country in the world. The size and scope was far beyond what anyone was anticipating, causing markets to subsequently plunge. But what's next? Could it work out for the US? Will we see a spike in inflation? Will the global trading system continue to operate? On this episode, we speak with Tom Orlik, the chief economist for Bloomberg Economics, on the historical nature of this stagflationary shock, and what happens to the US and global economies if these numbers remain in place.Read More:Economists Slash US Growth, Boost Inflation Forecasts on TariffsGermany and France Push for More Aggressive Tariff Response Only 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/oddlotsSee omnystudio.com/listener for privacy information.
Tim Geithner on How to Fight the Next Financial Crisis
The 2008 financial crisis is fading into history, but the risks of something big happening again remain. In this episode, we speak with Tim Geithner, the former US Treasury secretary and head of the New York Fed during the tumultuous collapse of Lehman Brothers. The conversation coincides with the launch of Yale's New Bagehot Project, which is aimed at guiding the next generation of financial crisis-fighters (Geithner is Chair of the program on financial stability at the Yale University School of Management). We talk about what's most important when it comes to putting out financial fires, and what could have been done differently during 2008. And of course, we also talk current risks in the financial system. Read more:US Debt Load Tops Fed’s Survey of Financial Stability RisksFiscal Debt Binge Is World’s Biggest Stability Threat, BIS SaysSubprime Collapse to Global Financial Meltdown: Timeline Only Bloomberg.com 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/oddlotsSee omnystudio.com/listener for privacy information.
The Growing Risk to Fed Independence That Wall St Isn't Watching
Last month, Donald Trump fired the Federal Trade Commission's two Democratic commissioners. They have since filed suit, arguing that the law that created the FTC — as well as a 90-year-old Supreme Court precedent — prevent the president from firing them without cause. And now, what might seem like a niche legal dispute could end up having much bigger consequences for other independent government agencies, including the Federal Reserve. That would be a huge shock for Wall Street, which tends to value central bank independence. In this episode, we speak with Lev Menand, professor at Columbia Law School and author of The Fed Unbound, to talk about the huge stakes involved in this case.Read More:Trump and the Fed Are on a Collision CourseWho Will Protect the Fed’s Independence? The Markets Only 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/oddlotsSee omnystudio.com/listener for privacy information.
Nick Denton's Big Bet Against the United States
Legendary media mogul Nick Denton, the founder of Gawker, is done with the US. He’s leaving New York City for good, and moving with his family to the Buda Hills near Budapest. And when it comes to his stock portfolio, he’s done with the US as well. On this episode of the podcast, he tells us why he’s bullish on China, and says that the fall of Elon Musk may be the biggest business story in the entire world. We also talk about the end of the Atlanticist dream, why European elites are turning so sharply against the US, and his investment approach.Read more: BYD Sales Top Tesla as Tech Focus Wins Over Chinese DriversXiaomi Plans to Expand Beijing EV Factory to Meet Surging Demand Only 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/oddlotsSee omnystudio.com/listener for privacy information.