Odd Lots

Apr 15 2025 959 ep. 40 mins 41k

Odd Lots Podcast artwork

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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Javier Blas on China's Rare Earths Dominance

Apr 15 2025 30 mins

Every time there is tension between the US and China, there are stories about China threatening to withhold exports of rare earth metals, which are supposedly crucial for all kinds of advanced technologies. In this episode, recorded in Bloomberg's London studio, Bloomberg Opinion columnist Javier Blas helps us clear up some misconceptions about them. For one thing, rare earths aren

What an American Stove Maker Wants You to Know About US Manufacturing

Apr 14 2025 38 mins

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 bes

Introducing: Stock Movers

Apr 13 2025 6 mins

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

Apr 12 2025 40 mins

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

Lots More on Why Neil Dutta Is Sticking With His Recession Call

Apr 11 2025 12 mins

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

Rob Kaplan on How the Fed Will Think about the Tariffs

Apr 10 2025 32 mins

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

Viktor Shvets on Trump's Historical, Revolutionary Moves

Apr 09 2025 30 mins

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

What Tariffs Are Doing to North American Freight

Apr 08 2025 20 mins

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

What Trump's Tariffs Are Already Doing to World Trade

Apr 07 2025 23 mins

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,

Tether's CEO Speaks on His Insanely Profitable Business

Apr 07 2025 44 mins

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 t