Odd Lots
Finance & Business · Podcast notes

Odd Lots

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

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Finance & Business

Why AI Might Actually Create More Work for Lawyers

In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Gary Wingens, the chair of Lowenstein Sandler, a prominent law firm with approximately 400 lawyers. Wingens di…

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Finance & Business

The Korean Levered ETFs Shaking Markets All Around the World

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Finance & Business

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

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Finance & Business

How the 1994 World Cup Transformed the Business of Football Forever

In this episode of Odd Lots, hosts Joe Weisenthal and Tracy Alloway sit down with freelance football journalist Joey Durso to discuss the massive financial and geopolitical forces reshaping global foo…

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Finance & Business

Grace Shao on What the World Should Know About Chinese AI

Recorded in Hong Kong, this episode of Odd Lots features hosts Joe Weisenthal and Tracy Alloway in conversation with Grace Xiao, an independent AI researcher and author of the Substack newsletter AI P…

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Finance & Business

How Substack Creators Are Covering This Strange Markets Era

This episode of Odd Lots features a live panel discussion hosted by Tracy Alloway and Joe Weisenthal with three returning guests: James Van Gielen, founder of Citrini Research and author of the viral …

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Finance & Business

Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier

This episode of Odd Lots features Jack Clark, co-founder and head of public benefit at Anthropic, and Peter McCrory, head of economics at Anthropic. Clark, a former Bloomberg reporter who left journal…

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Finance & Business

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

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Finance & Business

The Iran War’s Lasting Scars Across Asia

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Finance & Business

Carmen Li's Plan to Build a Futures Market for Compute

Carmen Lee is the founder and CEO of Silicon Data, the index provider for GPU indices, and CEO of Compute Exchange, a spot marketplace for GPU procurement. She recently announced a partnership with CM…

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Finance & Business

Anjney Midha's Plan to Radically Lower the Price of Compute

The conversation features Anjaney Middha, former general partner at Andreessen Horowitz, Stanford visiting scientist who teaches the viral 'Frontier Systems' AI lecture, and founder of AMP PBC (Public…

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Finance & Business

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

This episode features Aidan Johnson, a 20-year-old college basketball player and founder of Haywire, a market intelligence platform that provides transparency to the opaque hay market. Johnson built t…

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Finance & Business

Why Tomatoes Are the Most Expensive They've Been in Four Decades

Tracy Alloway and Joe Weisenthal speak with Jacob Krempel, SVP of procurement and merchandising at Baldor Specialty Foods, a 30-year-old food service distribution company based in New York's Hunts Poi…

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Finance & Business

'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller

Tracy Alloway and Joe Wiesenthal interview Fami Kadeer, founder and CIO of Safkap Capital and known as 'The Assassin' in short selling circles. Kadeer gained fame for successfully shorting Valeant and…

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Finance & Business

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Andrew Feldman, founder and CEO of Cerebras Systems, joins the podcast fresh from the company's $5.5 billion IPO to discuss their revolutionary wafer-scale chip technology. Cerebras has developed dinn…

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Finance & Business

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks

This episode features a live recording from London's Wilton's Music Hall on May 7th with Tracy Alloway and Joe Weisenthal. The guests are Ozan Tarman, Vice Chair of Global Macro at Deutsche Bank, and …

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Finance & Business

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

This episode features a live recording from London's Wilton's Music Hall on May 7th, with hosts Tracy Alloway and Joe Weisenthal interviewing two commodities specialists. Javier Blas, Bloomberg Opinio…

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Finance & Business

Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

Joe Weisenthal and Tracy Alloway host John Collison, president and co-founder of Stripe, to explore the emerging world of agentic commerce. Collison brings deep expertise from building one of the worl…

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Finance & Business

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Albert Edwards, Global Strategist at Société Générale and thirteen-time winner of the Extel Survey for top macro analyst, joins Tracy Alloway and Joe Weisenthal to discuss his famous 'Ice Age' thesis …

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Finance & Business

Martin Wolf on the 'Terrifying' Superpower That the US Wields

Joe Wisenthal and Tracy Alloway interview Martin Wolf, chief economics commentator at the Financial Times, during their annual spring visit to London. Wolf is widely regarded as one of the most influe…

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Finance & Business

Samanth Subramanian on the Undersea Cables That Keep the Internet Alive

Tracy Alloway and Joe Weisenthal speak with Saman Supermanian, author of The Web Beneath the Waves The Fragile Cables that Connect our World and acting managing editor of Equator magazine. The convers…

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Finance & Business

The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks

This episode features Megan Green, external member of the Bank of England's Monetary Policy Committee, discussing her transition from economics commentary to actual monetary policymaking. Green brings…

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Finance & Business

Mariana Mazzucato Thinks We Need More Moonshots

This episode features Mariana Mazzucato, professor at University College London, founder of the Institute for Public Purpose, and author of several influential books including The Entrepreneurial Stat…

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Finance & Business

How an American City Can Become a Manufacturing Hub

Tracy Alloway and Joe Weisenthal speak with Matt Turzai, Mayor of Allentown, Pennsylvania, about the city's strategic approach to reindustrialization and manufacturing policy implementation. The conve…

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Finance & Business

How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis

Mayor Brandon Scott of Baltimore joins the podcast from Madrid during Bloomberg CityLab to discuss his city's innovative approach to tackling vacant housing and urban violence. Scott, who has served a…

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Finance & Business

Inside the Booming Market for Dinosaur Fossils

Tracy Alloway and Joe Wiesenthal host this episode exploring the booming dinosaur fossil market with Salomon Aaron, director at David Aaron, a London-based antiquities and dinosaur fossil gallery. The…

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Finance & Business

How Taiwan Became the World's Most Perilous Geopolitical Chokepoint

Tracy Alloway and Joe Wiesenthal host Ike Freiman, a Hoover Fellow at Stanford and author of Defending Taiwan A Strategy to Prevent War with China. Freiman is a China scholar who previously wrote abou…

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Finance & Business

BlackRock's Rob Goldstein on the Next Megatrends in Finance

Rob Goldstein, COO of BlackRock, joins Tracy Alloway and Joe Weisenthal to discuss four mega trends reshaping finance: the rise of the buy side, technology adoption, private market growth, and power l…

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Finance & Business

What's Actually Going On With Private Credit

Tracy Alloway and Joe Wiesenthal host John Sheen and Craig Manchuk, both portfolio managers for the Strategic Income Fund at Osterweis Capital Management. The fund, launched in 2002, operates as a $5.…

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Finance & Business

Presenting Foundering Season 6: The Killing of Bob Lee, Part 1

This episode of Foundering examines the murder of Bob Lee, the 43-year-old tech executive who helped create Android at Google, served as CTO of Square, and founded Cash App. Host Sean Wen investigates…

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Finance & Business

Understanding the Most Viral Chart in Artificial Intelligence

Tracy Alloway and Joe Wiesenthal host Joel Becker (technical staff) and Chris Painter (president) from METER, a San Francisco-based AI safety research nonprofit. METER specializes in measuring AI auto…

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Finance & Business

James Bosworth on the "Orange Wave" Happening Across Latin America

Joe Wiesenthal and Tracy Alloway speak with James Bosworth, founder of Hexagon and author of the Latin America Risk Report newsletter, about the dramatic shifts in Latin American politics following Tr…

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Finance & Business

Google's Liz Reid on Who Will Own Search in a World of AI

Joe Weisenthal and Tracy Alloway host Liz Reid, VP of Search at Google, who has been with the company for over 20 years and currently leads the product, engineering, design, and data science teams bui…

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Finance & Business

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Joe Weisenthal and Tracy Alloway speak with Daniel Yergin, Vice Chairman of S&P Global and author of The Prize The Epic Quest for Oil, Money and Power and The New Map Energy, Climate and the Clash of …

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Finance & Business

Brad Jacobs on His Big Bet on Building Insulation

Tracy Alloway and Joe Wiesenthal host Brad Jacobs, CEO and founder of QXO, a serial entrepreneur known for founding multiple companies with 'XO' in their names across logistics, trucking, and building…

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Finance & Business

Jack McClendon on Why It's So Hard to Create a New American Oil Boom

Joe Wisenthal and Tracy Alloway speak with Jack McClendon, CEO of SNA Natural Resources, a small independent oil and gas company. McClendon is the son of Aubrey McClendon, who played an instrumental r…

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Finance & Business

Alex Imas on Why Economists Might Be Getting AI Wrong

Joe Wiesenthal and Tracy Alloway host Alexey Makarin, Professor of Economics and Applied AI at University of Chicago, to discuss AI's labor market impact beyond standard economic models. The conversat…

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Finance & Business

Planet Money Turned Everyday Annoyances Into an Economics Book

Tracy Alloway and Joe Weisenthal host Alex Mayyasi and Mary Childs, co-hosts and contributors from Planet Money who have written Planet Money A Guide to the Economic Forces That Shape Your Life. The c…

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Finance & Business

Brad Setser on the War in Iran and the Future of the US Dollar

Tracy Alloway and Joe Weisenthal host Brad Setser, Whitney Shepherdson Senior Fellow at the Council on Foreign Relations and frequent Odd Lots guest, to analyze the current Middle East crisis through …

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Finance & Business

War in Iran Is Already Reshaping East Asia's Energy Future

Joe Wiesenthal and Tracy Alloway host Bloomberg's Odd Lots podcast, discussing global energy markets amid the ongoing Middle East crisis. Their guest is Alex Turnbull, an investor based in Singapore a…

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Finance & Business

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

Tracy Alloway, co-host of Bloomberg's Odd Lots podcast and former Financial Times correspondent, discusses the growing concerns around the private credit market with host Lizzie O'Leary. Alloway cover…

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Finance & Business

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

Tracy Alloway and Joe Weisenthal speak with Ziad Daoud, Chief Emerging Markets Economist at Bloomberg Economics, about how the recent Iran-Israel conflict has fundamentally altered the Gulf region's t…

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Finance & Business

The Big Macro Force That's Been Driving Stocks Higher for Years

Joe Wiesenthal and Tracy Alloway host Jonathan Heathcote, an economist at the Minneapolis Federal Reserve, to discuss his research on stock market valuations and macroeconomic factors. Heathcote co-au…

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Finance & Business

How Shipping Insurance Really Works During a War

This episode features Dorothea Ioanu, CEO of the Managers of the American P&I Club, and Steve Ogloukian, the club's reinsurance director. They explain the complex world of maritime insurance, particul…

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Finance & Business

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Tracy Alloway and Joe Weisenthal speak with Thomas Peterffy, founder and chairman of Interactive Brokers and pioneer of automated market making. Peterffy launched Forecast Trader, IBKR's prediction ma…

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Finance & Business

Search Engine Presents: Are you a good driver?

This episode features Tracy Alloway and Joe Weisenthal presenting Search Engine's investigation into autonomous vehicles. The story includes interviews with Alex Davies, author of Driven The Race to C…

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Finance & Business

Gina Raimondo on How European Industry Is Getting Crushed

Gina Raimondo, CFR Distinguished Fellow and former Commerce Secretary under President Biden, previously served as Governor of Rhode Island. She joins hosts Joe Wiesenthal and Tracy Alloway for a live …

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Finance & Business

Scott Bok Explains What Investment Bankers Actually Do All Day

This episode features Scott Baki, former longtime CEO of investment bank Greenhill and author of Surviving Wall Street. Baki started his career in 1981 when investment banking was a tiny industry, wit…

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Finance & Business

This Is How to Tell if Writing Was Made by AI

Joe Weisenthal and Tracy Alloway host Max Spiro, founder and CEO of Pangram Labs, a company specializing in AI-generated content detection. The conversation explores the technical challenges of distin…

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Finance & Business

Javier Blas on Why Oil Could Go Much, Much Higher

Tracy Alloway and Joe Weisenthal host Bloomberg's Odd Lots podcast, bringing back energy and commodities columnist Javier Blas to analyze the current Middle East oil crisis. The conversation explores …

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Finance & Business

Why NASA Hired a Chief Economist

Alexander MacDonald served as NASA's first chief economist and is now a senior associate at the Aerospace Security Project at CSIS. The chief economist role was one of three independent technical advi…

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Finance & Business

Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI

Tracy Alloway and Joe Weisenthal host Marco Argenti, Chief Information Officer at Goldman Sachs, for his second appearance on the podcast since August 2024. Argenti oversees AI implementation across G…

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Finance & Business

Anthropic, the Pentagon, and the Future of Autonomous Weapons

Joe Weisenthal and Tracy Alloway host Paul Scharre, executive vice president at the Center for a New American Security and author of two books on AI warfare. Scharre wrote Army of None Autonomous Weap…

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Finance & Business

Now There's a Helium Shortage and It Affects More Than Balloons

Joe Wiesenthal and Tracy Alloway host Nick Snyder, founder and CEO of North American Helium, which mines and sells helium from Canada. The conversation explores helium's critical industrial applicatio…

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Finance & Business

This Is How Big Money Is Trading the War in Iran

Joe Wiesenthal and Tracy Alloway host Ozan Tarman, Vice Chair of Global Macro at Deutsche Bank, recorded March 25, 2026 at 9:10 AM before market open. Tarman travels globally conducting macro dinners …

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Finance & Business

The Petrochemicals Shock That's Already Rippling Through Plastics

Tracy Alloway and Joe Weisenthal host this episode featuring Philip Gertz, chemicals and oil analyst at BNEF, discussing the petrochemicals supply chain disruption caused by the Strait of Hormuz closu…

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Finance & Business

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

This live episode from South by Southwest features Joe Wiesenthal and Tracy Alloway speaking with David Shore, founder of Blue Rose Research and political consultant, and Byrne Hobart, author of The D…

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Finance & Business

What the Iran War Means for Dubai's Luxury Boom

Tracy Alloway and Joe Wiesenthal host this episode featuring Hitten Samtani, founder of 1031 Media and publisher of The Promit. Samtani brings personal connections to Dubai and expertise in ultra-luxu…

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Finance & Business

Introducing: Leaders with Francine Lacqua

Francis Lacua is an award-winning journalist who has spent 25 years interviewing world leaders, bank bosses, and fashion icons. This transcript introduces the podcast version of Leaders with Francis L…

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Finance & Business

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Stephen Carroll hosts this episode of Bloomberg's Here's Why podcast, featuring Joe Weisenthal, host of Bloomberg's Odd Lots podcast, discussing how traditional safe haven assets are performing during…

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Finance & Business

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

This emergency episode of Odd Lots, recorded at 9:07 AM on March 19th, features hosts Joe Weisenthal and Tracy Alloway discussing the rapidly escalating Iran-Israel conflict with energy analyst Greg B…

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Finance & Business

How War in Iran Will Squeeze America's Farmers Even Further

Tracy Alloway and Joe Wiesenthal speak with Jeff Kazen and Mike Rolfson, founders of Agris Academy, who each bring 30 years of commodity and agricultural industry experience, including previous roles …

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Finance & Business

War in Iran Is Redrawing the Map for Natural Gas

Joe Wiesenthal and Tracy Alloway host Bob Brackett, Managing Director and senior research analyst covering North American oil and gas exploration and production and global metals and mining at Bernste…

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Finance & Business

War in Iran is Chewing Through American Missile Stockpiles

Joe Weisenthal and Tracy Alloway host this March 12, 2026 episode discussing the economic and logistical dimensions of the ongoing Iran conflict, now in its second week. They're joined by Tom Karako, …

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Finance & Business

What War in Iran Means for China's Teapot Oil Refineries

Joe Wiesenthal and Tracy Alloway host this March 4, 2026 episode during an ongoing war with Iran that began over the weekend, causing massive oil price surges and global supply concerns. They intervie…

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Finance & Business

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

Tracy Alloway and Joe Weisenthal host Matt Swisher, founder of OnDB (a data infrastructure startup for agentic AI) and legendary French hacker with 20 years in enterprise cybersecurity. Swisher previo…

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Finance & Business

War in Iran Is Creating a Fertilizer Crisis Like Never Before

Tracy Alloway and Joe Weisenthal host Alexis Maxwell, an analyst on the Bloomberg Intelligence Agriculture team, to discuss the fertilizer crisis hitting global agriculture. The conversation explores …

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Finance & Business

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Joe Wiesenthal and Tracy Alloway host this emergency episode of Odd Lots, discussing the dramatic oil market surge following recent Middle East conflicts. They're joined by Rory Johnston, founder of C…

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Finance & Business

Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

Vlad Tenev, co-founder and CEO of Robinhood, returns for a follow-up conversation with hosts Joe Weisenthal and Tracy Alloway. This episode addresses questions and controversies that emerged after the…

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Finance & Business

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

This live episode of Bloomberg's Odd Lots podcast features hosts Joe Wiesenthal and Tracy Alloway interviewing Henry Blodget, CEO of Insider and former Wall Street analyst, at the On Air Fest 2026 con…

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Finance & Business

Lots More on the Seaborne Chaos Around the Strait of Hormuz

Tracy Alloway and Joe Weisenthal speak with Margo Brock and Anton Posner, founders of Mercury Group, a firm specializing in dry cargo and global freight logistics. The conversation takes place on Marc…

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Finance & Business

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

This episode features a live recording from Bloomberg Invest with Lloyd Blankfein, former CEO of Goldman Sachs from 2006 to 2018. Blankfein, who led the firm through the 2008 financial crisis and the …

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Finance & Business

How the Speed of a Trade Got Down to Nearly the Speed of Light

Joe Wiesenthal and Tracy Alloway host Donald MacKenzie, professor of sociology at the University of Edinburgh and author of multiple books examining technology's impact on financial markets. MacKenzie…

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Finance & Business

Introducing: Bloomberg This Weekend

This transcript introduces Bloomberg This Weekend, a new weekend programming initiative hosted by David Gera, Christina Raffini, and Lisa Matteo. The show represents Bloomberg's expansion into compreh…

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Finance & Business

James van Geelen on His Viral AI Doom Scenario

Tracy Alloway and Joe Wiesenthal host James Van Gielen, founder of Satrini Research, to discuss his viral substack piece about potential AI-driven economic disruption. Van Gielen runs a thematic equit…

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Finance & Business

The Scramble Is On for Businesses to Get Their Tariff Refund Checks

Tracy Alloway and Joe Wiesenthal host Ryan Peterson, founder and CEO of Flexport, one of the largest automated customs brokers in the United States. The conversation takes place on February 26th, just…

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Finance & Business

How Insurance Costs Make NYC Construction So Expensive

Joe Wiesenthal and Tracy Alloway host Elizabeth Crowley, President and CEO of the Building Trades Employers Association (BTEA), and Michael Capasso, President and CEO of CAC Industries, Inc. Crowley r…

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Finance & Business

Alison Roman's Plan to Conquer the Tomato Sauce Market

This episode features Alison Roman, a prominent food personality, cookbook author of Nothing Fancy, and founder of the grocery store First Bloom and tomato sauce company A Very Good Tomato Sauce. Roma…

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Finance & Business

Jamee Moudud on the Intellectual Roots of Zohranomics

Joe Wiesenthal and Tracy Alloway speak with Jommy Modude, professor of economics at Sarah Lawrence College and board member of the Law and Political Economy Collective, about the intellectual history …

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Finance & Business

A16Z's David George on How Private and Public Markets Fused Into One

David George, head of the Growth Fund at Andreessen Horowitz (a16z), joins hosts Tracy Alloway and Joe Wiesenthal to discuss the massive shift toward private markets and delayed IPOs among major tech …

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Finance & Business

Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"

Joe Weisenthal and Tracy Alloway speak with Jared Sleeper, a partner at Avenue Capital focused on growth investing. Sleeper brings unique perspective having invested across early-stage startups, publi…

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Finance & Business

Ray Wang on How AI Is Causing DRAM Prices to Surge

Joe Weisenthal and Tracy Alloway host Ray Wong, an analyst at SemiAnalysis, to discuss the explosive memory chip shortage affecting everything from Nintendo consoles to AI data centers. The conversati…

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Finance & Business

The Sixth Bureau, Episode 1: Your Friend From Nanjing

This episode of The Sixth Bureau, hosted by Jordan Robertson and Drake Bennett from Bloomberg News, reveals the inner workings of China's Ministry of State Security (MSS) through an unprecedented FBI …

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Finance & Business

Why Adam Posen Thinks Inflation Will Surge Back to 4%

Adam Posen, President of the Peterson Institute for International Economics and former Bank of England Monetary Policy Committee member, joins hosts Joe Wiesenthal and Tracy Alloway to discuss his con…

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Finance & Business

New CFTC Chairman Michael Selig on How to Regulate Prediction Markets

This episode features Joe Wiesenthal and Tracy Alloway interviewing Mike Seelig, the newly sworn-in Chairman of the Commodity Futures Trading Commission (CFTC), who took office in December 2024. The c…

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Finance & Business

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Joe Wiesenthal and Tracy Alloway host Ricardo Hausmann, Professor at Harvard Kennedy School and Director of the Harvard Growth Lab. Hausmann previously served as Venezuela's Minister of Planning and C…

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Finance & Business

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

This episode of Evolving Money features Rick Edelman, longtime financial advisor and founder of the Digital Assets Council of Financial Professionals, and Scott Lucas, Head of Markets Digital Assets a…

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Finance & Business

Lots More With Charlie McElligott on This Week's SaaSpocalypse

Charlie McElligott, Cross Asset Macro Strategist at Nomura, joins the Odd Lots podcast during a brutal market selloff on February 6th, 2026. The conversation takes place at 7:04 AM as markets are expe…

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Finance & Business

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

Tracy Alloway and Joe Weisenthal host Richard Clarida, global economic advisor at PIMCO, Columbia economics professor, and former Federal Reserve Vice Chair, to discuss Kevin Warsh's nomination as Fed…

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Finance & Business

This Is How The US Can Become a Player in Rare Earth Metals

Tracy Alloway and Joe Wiesenthal host Heidi Kriebohticke, senior fellow at the Council on Foreign Relations and former chief economist at the State Department. Kriebohticke co-authored a new CFR repor…

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Finance & Business

The Surprising Similarity Between the US and Chinese Internets

Joe Wiesenthal and Tracy Alloway host Yiling Lui, author of The Wall Dancers Searching for Freedom and Connection on the Chinese Internet. Lui examines the Chinese internet through individual stories …

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Finance & Business

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Tracy Alloway and Joe Wiesenthal speak with Andy Devreese, head of Investment Grade Credit and head of Utilities and Power at Credit Suisse, who has been analyzing utilities for 25 years through major…

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Finance & Business

Lots More With Skanda Amarnath on the Risks of Kevin Warsh

Joe Weisenthal and Tracy Alloway host Skanda Amarnath, co-founder and executive director of Employ America, to discuss Trump's nomination of Kevin Warsh as the next Federal Reserve chair. The conversa…

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Finance & Business

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

Joe Wiesenthal and Tracy Alloway host Jeff Currie, former Goldman Sachs commodities chief and current partner at Carlisle Group Commodities, on January 29th as metals markets surge to historic highs. …

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Finance & Business

What It's Like to Do Big Ag Business in Venezuela and Ukraine

This episode features Jeff Kazen and Mike Rolfson, co-founders of Agris Academy and former Cargill executives with decades of experience operating in challenging global markets. Jeff spent 30 years at…

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Finance & Business

What It Takes to Build One of the World's Biggest Banks

Bill Demchak, CEO of PNC Financial Services, the sixth-largest bank in the United States, joins hosts Joe Wiesenthal and Tracy Alloway to discuss the evolving banking landscape in 2025. The conversati…

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Finance & Business

Blackstone's Michael Zawadzki on How Private Credit Got so Big

This episode features Michael Zowatsky (Ze), Global Chief Investment Officer for Blackstone Credit and Insurance, discussing the current state and future of private credit markets. Over the past 20 ye…

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Finance & Business

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

This episode features Manny Roman, CEO of PIMCO, the world's largest bond fund manager, speaking with hosts Tracy Alloway and Joe Weisenthal. The conversation was recorded on January 21st, following a…

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Finance & Business

Why the Tech World Is Going Crazy for Claude Code

Joe Weisenthal and Tracy Alloway host Noah Brier, co-founder of Aleph, a consultancy helping enterprises implement AI solutions. Brier was using large language models via API before ChatGPT's public r…

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Finance & Business

Lots More on the Protests and Financial Crisis in Iran

Macha Voutel, CEO of Amtalon Capital, discusses the recent Iranian protests and their economic underpinnings. Amtalon specializes in Iranian equities, making it one of the few funds of its kind global…

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Finance & Business

How to Make Money From the Booming Demand for Energy

Joe Weisenthal and Tracy Alloway host Tyler Rosenlicht, Portfolio Manager of Global Listed Infrastructure and Natural Resource Equities at Cohen & Steers. The conversation explores how AI's massive en…

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Finance & Business

The Fight Over Fed Independence Just Got Taken To a Whole New Level

Tracy Alloway and Joe Wiesenthal host this emergency episode of Odd Lots, their fourth in just ten days of 2026, discussing the escalating conflict between the Trump administration and Federal Reserve…

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Finance & Business

Cullen Roche on the Art of Building a Perfect Portfolio

Joe Wiesenthal and Tracy Alloway host Colin Roche, founder of Discipline Funds and author of the brand new book Your Perfect Portfolio. Roche has decades of experience as a portfolio manager and finan…

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Finance & Business

Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine

Tracy Alloway and Joe Weisenthal host Greg Grandin, professor of history at Yale and author of Empire's Workshop, to discuss the Monroe Doctrine's evolution and its relevance to current Venezuela poli…

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Finance & Business

Here's What Could Happen to Venezuela's Messy $170 Billion of Debt

Tracy Alloway and Joe Wiesenthal host Lee Buchheit, a retired lawyer with 40 years of experience in sovereign debt restructurings, including work on Greece and Iraq. Buchheit has handled more than two…

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