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...
Here's Why Uncertainty Is An Economic Killer
20 Apr 2025
Contributed by Lukas
Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break ...
Why the Pentagon Fails Audits Year After Year After Year
19 Apr 2025
Contributed by Lukas
Last year, it was announced that the US Department of Defense had failed an audit for its seventh st...
Mitu Gulati on Whether Trump Could Restructure US Debt
18 Apr 2025
Contributed by Lukas
US Treasuries are the most important market in the world. With some $29 trillion outstanding, they c...
Is This the End of the US Exceptionalism Trade?
17 Apr 2025
Contributed by Lukas
For years and years now, there has been one winning trade: Go long the US versus the rest of the wor...
Javier Blas on China's Rare Earths Dominance
15 Apr 2025
Contributed by Lukas
Every time there is tension between the US and China, there are stories about China threatening to w...
What an American Stove Maker Wants You to Know About US Manufacturing
14 Apr 2025
Contributed by Lukas
One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing,...
Introducing: Stock Movers
13 Apr 2025
Contributed by Lukas
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute reports on today's ...
Jim Chanos on Who's Getting Caught Swimming Naked
12 Apr 2025
Contributed by Lukas
In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into ...
Lots More on Why Neil Dutta Is Sticking With His Recession Call
11 Apr 2025
Contributed by Lukas
On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except Chin...
Rob Kaplan on How the Fed Will Think about the Tariffs
10 Apr 2025
Contributed by Lukas
On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April ...
Viktor Shvets on Trump's Historical, Revolutionary Moves
09 Apr 2025
Contributed by Lukas
How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously...
What Tariffs Are Doing to North American Freight
08 Apr 2025
Contributed by Lukas
Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't bee...
What Trump's Tariffs Are Already Doing to World Trade
07 Apr 2025
Contributed by Lukas
It was just last Wednesday that President Trump announced his new tariff schedule with the rest of t...
Tether's CEO Speaks on His Insanely Profitable Business
07 Apr 2025
Contributed by Lukas
Anything crypto-related is frequently greeted with a high degree of skepticism. Within that, one of ...
Brad Setser on the Damage From Trump's Gigantic Tariff Shock
05 Apr 2025
Contributed by Lukas
He needs no introduction: When trade is in the news, we speak with Brad Setser of the Council on For...
Lots More on a Massive, Historical, Stagflationary Shock
04 Apr 2025
Contributed by Lukas
On Wednesday, President Trump unveiled sweeping tariffs against almost every country in the world. T...
Tim Geithner on How to Fight the Next Financial Crisis
03 Apr 2025
Contributed by Lukas
The 2008 financial crisis is fading into history, but the risks of something big happening again rem...
The Growing Risk to Fed Independence That Wall St Isn't Watching
01 Apr 2025
Contributed by Lukas
Last month, Donald Trump fired the Federal Trade Commission's two Democratic commissioners. They hav...
Nick Denton's Big Bet Against the United States
31 Mar 2025
Contributed by Lukas
Legendary media mogul Nick Denton, the founder of Gawker, is done with the US. He’s leaving Ne...
The Last Time Investors Really Got Excited For Tech Infrastructure
28 Mar 2025
Contributed by Lukas
One of the biggest questions hanging over the market right now is whether or not the seemingly unlim...
Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business
27 Mar 2025
Contributed by Lukas
Brad Jacobs has made a fortune in his career buying and building big logistics companies, like Unite...
Jim Millstein on the Massive Risks of Any 'Mar-a-Lago Accord'
24 Mar 2025
Contributed by Lukas
President Trump wants higher tariffs, and he also wants more industrial production in the United Sta...
Lots More With Charlie McElligott on the Sharp, Strange Selloff
21 Mar 2025
Contributed by Lukas
Last week, the US market sold off sharply. The S&P 500 fell as much as 3.6% on Monday alone, ent...
The Great Jones Act Debate
20 Mar 2025
Contributed by Lukas
We finally did it. We finally did an episode on the Jones Act. For years on the podcast, we've been ...
FTC Chief Andrew Ferguson on the Trump Vision for Antitrust
17 Mar 2025
Contributed by Lukas
When Donald Trump won in November, one of the things that Wall Street was excited about was an expec...
The Original Prediction Market Was Betting on the Pope
14 Mar 2025
Contributed by Lukas
Prediction markets are everywhere nowadays. You can go online and bet on political outcomes, or the ...
Is There an Extremely Simple Fix for Affordable Housing?
13 Mar 2025
Contributed by Lukas
Housing affordability remains one of the single greatest sources of economic stress. Even if inflati...
Cathie Wood on What Comes Next in AI and Big Tech
11 Mar 2025
Contributed by Lukas
Markets have been selling off, with shares of tech companies like Nvidia down almost 20% so far this...
Here Comes the Booming Chinese Biotech Sector
10 Mar 2025
Contributed by Lukas
You’ve heard about Chinese EVs. You’ve heard about Chinese batteries and solar panels. A...
Trump's NIH Cuts Send Shockwaves Through the Science World
08 Mar 2025
Contributed by Lukas
One of the first moves made by the Trump administration was to change the nature of grants made by t...
We Just Saw Europe's Biggest Week in Decades
07 Mar 2025
Contributed by Lukas
This week was a busy one and some of the most interesting things that happened came out of Europe, w...
Eugene Fama and David Booth on the Birth of Modern Finance
06 Mar 2025
Contributed by Lukas
The 1970s were a pretty eventful time in markets. There was high inflation, the end of the gold stan...
Ray Dalio on the Coming Crisis in US Debt
03 Mar 2025
Contributed by Lukas
Almost whichever way you measure it, the US has a lot of debt. And, with the Trump administration re...
Lots More on the Growing Risks to the US Labor Market
28 Feb 2025
Contributed by Lukas
A week from today we will get the February jobs report and there are growing concerns that the US la...
Goldman's Jared Cohen and George Lee on the Unprecedented Shocks in Geopolitics
27 Feb 2025
Contributed by Lukas
The first month of the Trump administration has been noisy and novel by basically any measure. But p...
Jim Bianco on What a 'Mar-a-Lago Accord' Could Mean for the Economy
25 Feb 2025
Contributed by Lukas
The so-called “Mar-a-Lago Accord” has suddenly become a hot topic on Wall Street, with s...
Here's What It Takes to Make a Great Company
24 Feb 2025
Contributed by Lukas
People love listening to stories about making it big, and there are no shortage of success stories i...
How Banks Turned Into Giant Synthetic Hedge Funds
21 Feb 2025
Contributed by Lukas
Hedge funds are notorious for making big and sometimes risky trades. Banks, meanwhile, are supposed ...
The Plan to Get America Building Big Ships Again
20 Feb 2025
Contributed by Lukas
The US is a dominant force in a number of important industries, but it's been lagging behind in one ...
This Is How Derivatives Trading Swallowed the Entire Market
17 Feb 2025
Contributed by Lukas
For a long time, the world of derivatives trading was a niche thing, largely occupied by professiona...
This Is Why People Are So in Love With Gold
14 Feb 2025
Contributed by Lukas
The price of gold is basically at record highs. But what is it about gold that people love so much? ...
How the Fed Distributes Billions of Dollars in Cash
13 Feb 2025
Contributed by Lukas
We all know that the Federal Reserve tries to stabilize the economy by raising or cutting interest r...
This Is Why It's So Hard To Cut Public Spending
10 Feb 2025
Contributed by Lukas
The Trump administration has come into office with big ambitions to lower the size of the US deficit...
Philip Lane on the Big Problems Facing the Euro-zone Economy
07 Feb 2025
Contributed by Lukas
There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right n...
This Is Palantir's Vision for Changing How the US Does Defense Spending
06 Feb 2025
Contributed by Lukas
This week, we saw shares of software maker Palantir soar after reporting earnings and describing dem...
The Treasury Payment System Elon Musk Now Has Access To
05 Feb 2025
Contributed by Lukas
Elon Musk and his Department of Government Efficiency (DOGE) have gained access to a unit within the...
The Tariff Announcement That Shocked Financial Markets
03 Feb 2025
Contributed by Lukas
Over the weekend, President Trump announced that he was following through with his plan for aggressi...
Marko Kolanovic Is Back With a Warning for Stocks
03 Feb 2025
Contributed by Lukas
Marko Kolanovic was one of the biggest names in markets, earning the nickname 'Gandalf' for some eer...
Lots More with Matt Levine on MicroStrategy's Infinite Money Machine
31 Jan 2025
Contributed by Lukas
Everyone knows by now that MicroStrategy looks a lot like a giant Bitcoin ETF. Its founder, Michael ...
Get Ready For Another Shock to Housing Affordability
30 Jan 2025
Contributed by Lukas
One of the primary drivers of elevated inflation — and the high cost of living in general &mda...
The AI Model That Tanked the Stock Market
28 Jan 2025
Contributed by Lukas
On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open sour...
How Oaktree's Howard Marks Spots a Market Bubble
27 Jan 2025
Contributed by Lukas
The run-up in Big Tech stocks and all the hype over AI has put a bunch of investors on "bubble watch...
Why the Stock Market Might Be at Peak Concentration Risk
24 Jan 2025
Contributed by Lukas
There's a lot of talk right now about concentration risk in US equities. For instance, the top 10 st...
How Companies Are Actually Spending Money on AI Now
23 Jan 2025
Contributed by Lukas
In theory, all of this AI spending has to deliver some kind of return. Companies (or other end users...
Introducing: Trumponomics
22 Jan 2025
Contributed by Lukas
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the tabl...
This Is What the Crypto Industry Actually Wants From Trump
20 Jan 2025
Contributed by Lukas
We all know that the new Trump administration is likely to be more friendly to the crypto industry t...
Lots More with Lev Menand on the Eurodollar Market Now
17 Jan 2025
Contributed by Lukas
Odd Lots has been exploring the history of the eurodollar market in a special three-part series host...
The Hidden History of Eurodollars, Part 3: Spinning Out of Control
16 Jan 2025
Contributed by Lukas
In this special three-part series, Odd Lots is exploring the history of the eurodollar market. By th...
The Hidden History of Eurodollars, Part 2: Defending the Dollar System
15 Jan 2025
Contributed by Lukas
In this special three-part series, Odd Lots is exploring the history of the eurodollar market. As we...
The Hidden History of Eurodollars, Part 1: Cold War Origins
14 Jan 2025
Contributed by Lukas
At more than $10 trillion outstanding, the eurodollar market is one of the biggest forms of shadow b...
Why Government Hiring Is So Inefficient
13 Jan 2025
Contributed by Lukas
Regardless of your political ideology, it's easy to agree that government should work well; that it ...
Evolving Money: A Faster, Cheaper Way to Pay (Sponsored Content)
12 Jan 2025
Contributed by Lukas
In the 1950s, a businessman, looking for a new way to settle his lunch tab, sparked a payments revol...
Lots More on the Global Selloff in Government Bonds
10 Jan 2025
Contributed by Lukas
One of the biggest stories in markets right now is the huge selloff in government bonds. And we're n...
This Is How Electricity Rates Are Actually Set
09 Jan 2025
Contributed by Lukas
Utilities in the US have a couple big jobs to do. On the one hand, they need to deliver affordable a...
What It Felt Like When Everyone Was Hopeful, Happy, and Rich
06 Jan 2025
Contributed by Lukas
If you look at various surveys, Americans feel grim about the state of the economy. But even outside...
This Is How China Builds So Much Nuclear Power
03 Jan 2025
Contributed by Lukas
In the US right now, there is a lot of talk about a so-called "nuclear revival." But it remains to b...