Michael Froman on the New 'Polyamorous' Global Trading System
20 Sep 2025
Contributed by Lukas
When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the...
Henry Wang on China's Role in the New Emerging World Order
19 Sep 2025
Contributed by Lukas
There is a widespread view that China is a superpower of rising status, and that a new global order ...
Elon Musk's Pay Package and the Threat to the Delaware Corporation
18 Sep 2025
Contributed by Lukas
If you look at prospectuses and earnings documents for almost any company, you're going to see a Del...
The Cardboard Boxpocalypse and the State of the US Economy
15 Sep 2025
Contributed by Lukas
Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Produ...
Vaneer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now
13 Sep 2025
Contributed by Lukas
Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is ea...
Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US
12 Sep 2025
Contributed by Lukas
In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we spea...
What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy
11 Sep 2025
Contributed by Lukas
The recent parade in Beijing once again raised questions about the relative strengths of the US and ...
Josh Wolfe on AI and the Breaking of Silicon Valley's Social Contract
08 Sep 2025
Contributed by Lukas
One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom rig...
Everybody's Business: The Business of KPop Demon Hunters
07 Sep 2025
Contributed by Lukas
For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal j...
Lots More on the Big Problem With the Monthly Jobs Report
04 Sep 2025
Contributed by Lukas
We've been in a strange labor market for a while now. The unemployment rate is still nice and low at...
What's Behind the Boom in Buy Now Pay Later
04 Sep 2025
Contributed by Lukas
Buy Now Pay Later is everywhere nowadays. Companies like Affirm, Afterpay, and Klarna have brought i...
Dan Wang on China's Breakneck Economic Growth
01 Sep 2025
Contributed by Lukas
In the past couple of years, the world has fully awoken to the incredible economic and technological...
Big Take: Taylor Swift Wedding Predictions Are the Hottest New Trade
31 Aug 2025
Contributed by Lukas
Gamblers on prediction sites like Polymarket and Kalshi are already trying to cash in on Taylor Swif...
Emi Nakamura on Central Bank Credibility and the Taylor Rule
29 Aug 2025
Contributed by Lukas
The post-Covid inflation will prove to be a treasure trove for academic economists, as they study wh...
Liz Truss on the 'Doom Loop' Engulfing the UK Economy
28 Aug 2025
Contributed by Lukas
These days, everyone is talking about high interest rates across the rich, developed world, while wa...
Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook
26 Aug 2025
Contributed by Lukas
Criticism and threats to Federal Reserve independence have been building for some time in this admin...
Adam Posen on a Surreal Jackson Hole in a Post-American World
26 Aug 2025
Contributed by Lukas
The annual Jackson Hole symposium is, formally speaking, an academic conference. Economists and cent...
Tom Barkin on Why Central Banking Is on Hard Mode Now
25 Aug 2025
Contributed by Lukas
According to Richmond Federal Reserve Bank President Tom Barkin, much of the time central banking is...
Why Austan Goolsbee Is Still Concerned About Inflation
23 Aug 2025
Contributed by Lukas
Chicago Fed President Austan Goolsbee is still more concerned about the inflation side of the Fed's ...
Lots More on What Just Happened With the Fed at Jackson Hole
22 Aug 2025
Contributed by Lukas
We're still at the Kansas City Federal Reserve Bank's annual economic symposium in Jackson Hole, whe...
Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole
21 Aug 2025
Contributed by Lukas
It's Jackson Hole time again, when the most prominent minds in monetary policy meet in an idyllic Wy...
This Is What Happens When a Startup Dies
20 Aug 2025
Contributed by Lukas
You always hear about startup exits. Big acquisitions. Big IPOs. But of course this isn’t the ...
Lessons From the One Sovereign Wealth Fund in the United States
18 Aug 2025
Contributed by Lukas
President Trump and others have talked about the idea of the US having a Sovereign Wealth Fund, a la...
Housing Is a Problem Even in a State With Declining Population
16 Aug 2025
Contributed by Lukas
You can kind of understand why it's so hard to build housing in New York City. There isn't much avai...
Lots More With Skanda Amarnath on This Moment in Macro
15 Aug 2025
Contributed by Lukas
Right now, you could make a good argument that inflation is still too hot, and that with the stock m...
The Investors Who Think Hazelnuts Will Be the Next Pistachios
14 Aug 2025
Contributed by Lukas
We're in an age where shocks can occur on both the supply side and the demand side. On the supply si...
How to Move Freight Across the Icy Roads of Alaska
13 Aug 2025
Contributed by Lukas
We're interested in trucking here at Odd Lots. It's one of those industries that can tell us a lot a...
What an Alaskan Furniture Company Tells Us About Tariffs
11 Aug 2025
Contributed by Lukas
Alaska is no stranger to supply chain issues and a higher cost of living. Almost everything has to b...
Mary Daly on Why Alaska Is a Leading Indicator for the US Economy
08 Aug 2025
Contributed by Lukas
Alaska is one of the states in the Federal Reserve's 12th District, which is headquartered in San Fr...
Joseph Torigian on Xi Zhongxun and Elite Chinese Communist Party Politics
07 Aug 2025
Contributed by Lukas
The Chinese Communist Party is probably one of the most difficult entities in the world to grasp due...
Bill Beach on How Trump Just Politicized US Economic Data
04 Aug 2025
Contributed by Lukas
Late last week, Donald Trump shocked Wall Street by firing Erika McEntarfer, the head of the Bureau ...
The AI Industry Is Becoming Like Professional Sports
04 Aug 2025
Contributed by Lukas
When it comes to tech startups, you often hear about VCs making a ton of money, or founders experien...
How to Make Money Selling Pizza in New York City
02 Aug 2025
Contributed by Lukas
Everybody knows that New York City has a ton of pizzerias. And yet, new ones are opening up all the ...
What an LA Bakery Says About the Economy Right Now
01 Aug 2025
Contributed by Lukas
Bakeries are great microcosms of the economy. There's lots of labor involved. You need commodities l...
Circle's CEO on the Booming Business of Stablecoins
31 Jul 2025
Contributed by Lukas
Stablecoins are emerging as one of the most active areas of cryptocurrencies. The idea of using bloc...
This Is How Chinese Manufacturers Are Countering Trump's Trade War
28 Jul 2025
Contributed by Lukas
President Trump has announced tariffs on basically every trading partner. However there is a real se...
How a Trade War With China Could Become a Hot War
26 Jul 2025
Contributed by Lukas
Tension between the US and China has been building for some time. But so far this has been limited t...
What 300 Years of Firewood Prices Say About the Economy
25 Jul 2025
Contributed by Lukas
Today, the cost of energy — things like electricity, or gas, or heating oil — is conside...
How to Prepare for a Post-Dollar World with Inigo Fraser Jenkins
24 Jul 2025
Contributed by Lukas
People talk all the time about the potential for huge turning points in history. And they've been ta...
The NYC Landlords Most Worried About Zohran Mamdani
21 Jul 2025
Contributed by Lukas
Probably the most controversial proposal from New York City Democratic mayoral nominee Zohran Mamdan...
Why the Damage to Fed Independence May Have Already Been Done
19 Jul 2025
Contributed by Lukas
There’s a long history of US presidents putting pressure on the Federal Reserve to lower inter...
Mayor Eric Adams on the Future of New York City
18 Jul 2025
Contributed by Lukas
Incumbent NYC Mayor Eric Adams didn't run in the Democratic primary. But he'll be on the ballot in N...
What AI Is Already Doing to the Legal Industry
17 Jul 2025
Contributed by Lukas
If there's one thing that lawyers do a lot of, it's spending a prodigious number of hours going thro...
Why US Banks Are Trying to Turn Themselves Into Super Apps
14 Jul 2025
Contributed by Lukas
Rohit Chopra is a former director of the Consumer Financial Protection Bureau, which was created in ...
What NYC's Most Powerful CEOs Think About Zohran Mamdani
11 Jul 2025
Contributed by Lukas
When socialist candidate Zohran Mamdani won the Democratic party's nomination for NYC mayor, top bus...
How a Geopolitical Analyst Predicts the Outcome of War
10 Jul 2025
Contributed by Lukas
For investors, geopolitical risks are always lurking as a factor that could upend trades for obvious...
How You Get and Actually Keep a Job at a Multi-Strat Hedge Fund
07 Jul 2025
Contributed by Lukas
Multi-strategy hedge funds, composed of lots of individual portfolio managers, have seen assets unde...
Emily Sundberg on How Nobody Is Coming to Save Gen Z
05 Jul 2025
Contributed by Lukas
What do young professionals in New York City actually think about money and capitalism? According to...
Nassim Taleb on Living a Good Life in an Age of Volatility
04 Jul 2025
Contributed by Lukas
Every day we're inundated with headlines that are seemingly unbelievable. Multiple major wars are on...
Charlie McElligott on How Long the Stock Market Rally Can Go
03 Jul 2025
Contributed by Lukas
Stocks plunged after the April 2 "Liberation Day," in one of the worst drawdowns in the market's his...
The Greatest Ever Panel on the World's Most Important Market
02 Jul 2025
Contributed by Lukas
Okay, that's quite a title but we think it's justified! In this special episode — recorded liv...
Robinhood's CEO on the Plan to Tokenize Everything
01 Jul 2025
Contributed by Lukas
Robinhood, the company known for first introducing commission-free trading, has now become a behemot...
Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'
30 Jun 2025
Contributed by Lukas
For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buyin...
The Biotech Start-Up Making Vaccines for Bees and Shrimp
28 Jun 2025
Contributed by Lukas
Think of a biotech company and most people will think of a business trying to come up with cures and...
Lots More on What's Going On in Iran's Markets
27 Jun 2025
Contributed by Lukas
Iran is a huge country with a sizable stock market. And yet, years of sanctions and other restrictio...
The Company That Wants To Bring Back Supersonic Jet Travel
26 Jun 2025
Contributed by Lukas
We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a...
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor (Rerelease)
25 Jun 2025
Contributed by Lukas
Today's episode is a re-run of our interview from last month with Queens assemblyman Zohran Mamdani....
The Chinese Chip Giant That Could Be Nvidia's Biggest Threat
23 Jun 2025
Contributed by Lukas
Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for...
Targeting Type 1 Diabetes (Sponsored Content)
22 Jun 2025
Contributed by Lukas
Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives ...
Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds
21 Jun 2025
Contributed by Lukas
Quantitative investing is one of those terms that you hear all the time, but there's various explana...
Zichen Wang's Exit Interview From America
20 Jun 2025
Contributed by Lukas
Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and a...
Gillian Tett on Complex Derivatives and the Fifth Stage of Capitalism
19 Jun 2025
Contributed by Lukas
After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into d...
Jim Egan on the Mortgage Gap That's Dividing America
16 Jun 2025
Contributed by Lukas
Somehow, the American consumer remains quite strong. Despite higher interest rates, tariffs, general...
The Big Gulf AI Deal That's Divided the White House
14 Jun 2025
Contributed by Lukas
Back in May, President Trump announced this big plan whereby American tech giants would participate ...
Trump Economic Advisor, Stephen Miran, on Tariffs and Tax Cuts
13 Jun 2025
Contributed by Lukas
The Trump administration seems to have a lot of big ideas about reshaping America, including its eco...
Ricardo Hausmann on What it Takes to Win a Trade War
12 Jun 2025
Contributed by Lukas
The focus of Trump's trade policies is clearly China. There are tariffs on everyone, of course, but ...
Vladislav Zubok on What the Cold War Actually Was
09 Jun 2025
Contributed by Lukas
These days, it's common to talk about the emergence of a New Cold War that exists between the US and...
Introducing: Everybody's Business
08 Jun 2025
Contributed by Lukas
Bloomberg Businessweek brings you a smart and fun chat show about all things...business. Hosted by a...
A Major American Egg Farm Just Lost 90% of its Chickens
07 Jun 2025
Contributed by Lukas
Egg prices have come down a lot since their recent record and bird flu has largely faded from the he...
Lots More on What America's Busiest Port is Seeing from the Trade Tariffs
06 Jun 2025
Contributed by Lukas
We're about two months on from Liberation Day, and there's still a lot of confusion about what's goi...
Jersey City's Mayor on How the City Built So Much Housing
05 Jun 2025
Contributed by Lukas
To some extent, at least in big cities, it feels as though the cost of housing is enveloping almost ...
Why It's So Hard for Apple to Move Production from China to India
02 Jun 2025
Contributed by Lukas
President Trump wants Apple to make iPhones in America. The company itself has talked about — ...
How Do We Define a Currency?
31 May 2025
Contributed by Lukas
What is a currency? This turns out to be one of those questions we just kind of skip over because we...
Krishna Memani on Wall Street's Very Expensive "Free Lunch"
30 May 2025
Contributed by Lukas
We're told over and over again that the one "free lunch" in investing is diversification, and that y...
Michael Cembalest on Why AI Is the Stock Market Bet of the Century
29 May 2025
Contributed by Lukas
Michael Cembalest has been an investment analyst for almost 40 years and his research notes have dra...
Why Asset Allocators Love Multi-Strategy Hedge Funds
26 May 2025
Contributed by Lukas
Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of d...
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor
23 May 2025
Contributed by Lukas
We're just a month away from the hotly-contested Democratic primary for New York City Mayor. And one...
Why Interest Rates Are Shooting Up All Around the World
22 May 2025
Contributed by Lukas
This week the big story in markets is the selloff in bonds. Yields on benchmark 10-year US Treasurie...
Scott Bok on How Bankers Spread the Gospel of Capitalism
19 May 2025
Contributed by Lukas
When we think about the prospect of deglobalization (whatever that means) we often think about it in...
Atlanta Fed's Raphael Bostic on Monetary Policy During Extreme Uncertainty
16 May 2025
Contributed by Lukas
This is obviously an extraordinarily difficult time to make economic forecasts. Nobody really knows ...
The Oil Industry's Double Whammy of Higher Costs and Lower Prices
15 May 2025
Contributed by Lukas
The new administration has a "drill, baby, drill" mantra and a much more liberal attitude towards th...
Perry Mehrling on Trump's Echoes of the Nixon Shock
14 May 2025
Contributed by Lukas
There's been a lot of talk recently about parallels between Donald Trump's economic policies and the...
Philip Diehl on the Booming Business of Gold Coins
12 May 2025
Contributed by Lukas
Gold prices have been booming and are near record highs. And seeing the line go up — especiall...
Why the World Keeps Getting Shocked by China's Technological Progress
10 May 2025
Contributed by Lukas
Over the last several years, the world has watched as China edges close to or past the technological...
Sarah LaFleur On the Existential Threat From the Tariffs
09 May 2025
Contributed by Lukas
America's textile industry has famously declined over the years, with a bunch of production moving t...
How China Might Actually Handle a US Trade War
08 May 2025
Contributed by Lukas
By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump a...
The Tariff Buzzsaw Is Coming For Hardcore Gamers
07 May 2025
Contributed by Lukas
Every industry is going to be affected by the trade war in different ways. In many cases, we don't k...
Brad Setser on the Big Surge in the Taiwanese Dollar
06 May 2025
Contributed by Lukas
There are several markets that have really settled down since the tumult of early April. But strange...
Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years
05 May 2025
Contributed by Lukas
What does history say about how big the AI boom can get, and who will ultimately win out? When does ...
Chris Hughes on How to Craft a Thriving Market
03 May 2025
Contributed by Lukas
Over the last several years, both parties in the US have been drifting away from laissez-faire think...
What The 'Lentil King of Saskatchewan' Knows About World Trade
02 May 2025
Contributed by Lukas
We don't know what the end state for the tariffs are going to be, but inevitably there will be some ...
Blackstone's King of Hedge Funds on Alt Investing Right Now
01 May 2025
Contributed by Lukas
Everyone knows by now that college endowment funds have gone big on alternative investing, pouring b...
Some of America's Most Important Economic Data Is Decaying
30 Apr 2025
Contributed by Lukas
Gathering official economic data is a huge process in the best of times. But a bunch of different th...
What We Learned About Treasuries on the Night of April 8
28 Apr 2025
Contributed by Lukas
When stocks are plunging in a typical market environment, people reach for safe haven assets like US...
Lots More on How TikTok Options Traders Got Quiet
26 Apr 2025
Contributed by Lukas
Over the last few years, retail traders have gotten into options in a major way. Selling puts, buyin...
Anna Wong: Empty Shelves Are Coming Soon
25 Apr 2025
Contributed by Lukas
If you look at most of the official hard data right now, there still isn't much evidence of a sharp ...
David Woo: What Trump Started is Worse Than a Trade War
24 Apr 2025
Contributed by Lukas
For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduce...
Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy
23 Apr 2025
Contributed by Lukas
When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top o...
This Is What President Biden's CHIPS Office Actually Did
23 Apr 2025
Contributed by Lukas
One of the stated goals for the current trade war is to build more industrial capacity in the United...
Martin Wolf on Trump's Shakeup of the Global Order
21 Apr 2025
Contributed by Lukas
Martin Wolf has been called one of the world's most important economics commentators, and has for de...