Odd Lots

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

https://bloomberg.com/podcasts/odd_lots

Eine durchschnittliche Folge dieses Podcasts dauert 42m. Bisher sind 761 Folge(n) erschienen. Alle 4 Tage erscheint eine Folge dieses Podcasts.

Gesamtlänge aller Episoden: 21 days 8 hours 32 minutes

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Lots More on the Parabolic Surge in Cocoa Prices

[transcript]


The cost of cocoa beans has surged to a record $10,000 per metric ton. That's expected to make chocolate more expensive for millions of confectionary fans around the world. But why have prices more than doubled in the past few months alone? And what could halt the surge? We speak with Bloomberg Opinion columnist and Odd Lots favorite Javier Blas. He describes how a combination of chronic underinvestment in cocoa supply has run head first into financial markets to squeeze prices higher...


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   22m
 
 

The Mega Corporations That Control What Americans Eat

[transcript]


Walk into a grocery store today and there are seemingly endless shelves of product to choose from. But behind all those different options are a handful of agricultural giants that have grown to dominate the food industry. Companies like Walmart and Cargill are well-known at this point, but there are also dominant players in everything from berries to dairy to pig farming. In this episode, we speak with Austin Frerick, an antitrust lawyer and agricultural expert...


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   50m
 
 

Sal Mercogliano on the Baltimore Bridge Collapse

[transcript]


On March 26th, a massive container ship called the Dali ploughed into Baltimore's Francis Scott Key Bridge, a major overpass just outside the city's port. The collision caused the bridge to dramatically collapse, sparked a search and rescue mission for survivors. It also cut off a busy shipping lane in and out of the Port of Baltimore...


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   29m
 
 

Listen Now: The Big Take

[transcript]


The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

See omnystudio.com/listener for privacy information.


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   1m
 
 

The Economist Who Believes AI Will Be Great for the Middle Class

[transcript]


AI is an incredibly exciting space, provoking both great wonder and fear. One of the big worries obviously is: What will happen to everyone's job? Will it make more people's livelihoods obsolete, causing even greater inequality than we have now? On this episode, we speak with an economist who argues that this concern is not just misplaced, but exactly wrong...


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   53m
 
 

Lots More on the Big Can Kick in Commercial Real Estate

[transcript]


Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers, about where stress was building in the $20 trillion market for commercial real estate. Fast forward to today and the doomsday scenario in commercial real estate just hasn't played out like a lot of people thought it would. Defaults have increased, but they aren't disastrous. And some measures of CRE have even been rallying in recent months...


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   21m
 
 

Why Home Insurance Markets in California and Florida Imploded

[transcript]


In recent years, we've seen home insurance premiums soar by historic amounts. Not only have prices gone up, but in some instances, we've seen national carriers simply announce that they're abandoning certain states. So, what's behind the mess? Why isn't competition causing markets to come into balance? What is the role of state insurance regulators? On this episode we speak with two guests who help us understand the problem...


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   1h10m
 
 

How the US Dollar Became an International Weapon of War

[transcript]


After Russia's invasion of Ukraine, the US took a number of extraordinary steps to cut Moscow out of the international financial system. The country immediately was hit with a slew of sanctions. It was cut off from the SWIFT payment system and it even had its dollar reserves seized. Prior to that, in 2021, the US took the rare step of seizing dollar reserves from Afghanistan's central bank after the Taliban's re-emergence to power...


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   46m
 
 

Why the UAE Is Pumping $35 Billion Into Egypt

[transcript]


The United Arab Emirates recently unveiled a stunning $35 billion investment in Egypt, snapping up development rights in an area on the Mediterranean coast. The announcement has since paved the way for Egypt to float its currency, easing a currency crisis that's been going on for years now and paving the way for an even bigger bailout from the IMF...


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   42m
 
 

Industrial Policy and the Forgotten Side of Alexander Hamilton

[transcript]


Thanks to the blockbuster musical, Alexander Hamilton has become a modern cultural icon. He's known as an architect of the federal system, building out a strong government with the capacity for both borrowing and spending. But there's another side of his vision that doesn't get as much attention, and that's his belief in the importance of state-directed investment to build out a domestic manufacturing industry. Basically, he was an early advocate for industrial policy...


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   49m