The Big Trade Underneath the Strangely Calm Surface of the S&P 500
17 Jun 2024
Contributed by Lukas
For much of this year, the S&P 500 has marched steadily higher while measures of stock market vo...
What a 'Degen' Crypto Trader Really Does All Day
14 Jun 2024
Contributed by Lukas
A few lucky people have made generational wealth trading the ups and downs of the crypto market. And...
How Indonesia and China Cornered the Nickel Market
13 Jun 2024
Contributed by Lukas
There's been a huge change in the market for nickel, which goes into everything from electric vehicl...
Elon Musk Dominates Outer Space Like Nobody Has Before
12 Jun 2024
Contributed by Lukas
The company that Elon Musk is most known for, obviously, is Tesla. It's been extraordinarily success...
This Is How the Food Industry Is Preparing For a Post-Ozempic World
10 Jun 2024
Contributed by Lukas
The rise of GLP-1 drugs, like Ozempic, is a potentially existential threat to the makers of salty, s...
Lots More with Kyla Scanlon on the Economic Vibes
07 Jun 2024
Contributed by Lukas
Kyla Scanlon has a great way of identifying the economic vibes, building up a massive TikTok followi...
Orsted's Americas CEO on Fixing What Went Wrong in Wind Power
06 Jun 2024
Contributed by Lukas
Last year was a bad one for the US wind power industry, with lots of cancelled projects, writedowns,...
Corporations Learned The Maximum Amount They Can Charge For a Product
03 Jun 2024
Contributed by Lukas
What's the price of a hamburger? Well, it depends. Are you making the purchase on the spot? Did you ...
Lots More on the Two Troubled NYC Office Buildings Everyone's Talking About
31 May 2024
Contributed by Lukas
Over the past two weeks, two New York City office buildings have become major talking points in the ...
The Big Problem With the Modern Electricity Grid
30 May 2024
Contributed by Lukas
The modern electricity grid is a weird thing. The delivery of electricity is a natural monopoly, for...
Are We Doing Decarbonization Totally the Wrong Way?
29 May 2024
Contributed by Lukas
The cost of solar has been plunging for years. Everyday there's a new headline about growing install...
How a Professional Sports Bettor Really Makes Money
27 May 2024
Contributed by Lukas
The gambling industry in the US has exploded in recent years, and suffused every aspect of sports co...
Lots More With Luke Kawa on Memestock Mania 2.0
24 May 2024
Contributed by Lukas
Remember GameStop? The poster-child for 2021's memestock mania recently surged almost 5x in a matter...
How a DOJ Economist Approaches Antitrust in America
23 May 2024
Contributed by Lukas
The Department of Justice and the Federal Trade Commission have taken an invigorated approach to ant...
Introducing: Big Take Asia
21 May 2024
Contributed by Lukas
We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of...
How to Succeed at Multi-Strategy Hedge Funds
20 May 2024
Contributed by Lukas
Multi-strategy hedge funds are all the rage right now. But there's also a lot of confusion about wha...
Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
17 May 2024
Contributed by Lukas
Copper has long been touted as a big winner from the world's drive towards electrification. All thos...
Pierre Andurand Says the World Could Run Out of Cocoa Inventories
16 May 2024
Contributed by Lukas
Pierre Andurand made his name trading oil and other energy-related assets, but wild swings in the pr...
Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making
13 May 2024
Contributed by Lukas
This week, we'll get fresh inflation data in the US, which will inevitably feed into the Federal Res...
Lots More With Brad Setser on the Yen, a New China Shock and Excavators
10 May 2024
Contributed by Lukas
There's a lot going on in currency markets and global trade at the moment. The Japanese yen has been...
Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation
09 May 2024
Contributed by Lukas
Hugh Hendry says the world is brimming with risks right now, from Chinese deflation, to the strength...
What a Fed President Hears When He Goes on the Road
06 May 2024
Contributed by Lukas
The Federal Reserve has a lot of official statistics it can look at to try and gauge the state of th...
Lots More on How CHIPS Act Money Got Awarded
03 May 2024
Contributed by Lukas
In 2022, Congress passed the CHIPS Act, which set aside tens of billions of dollars in loans and gra...
Luis von Ahn Explains How Computers and Humans Learn From Each Other
02 May 2024
Contributed by Lukas
Breakthroughs in generative AI have created enormous opportunities for humans to learn from computer...
The Ultra Wealthy Have Their Own Separate World of Real Estate
29 Apr 2024
Contributed by Lukas
In the past, the most expensive housing in any major city would be connected in some way to the econ...
An Ex-CIA Officer Explains How to Spot a Lie in Business
26 Apr 2024
Contributed by Lukas
When most investors think of due diligence, they think of sifting through years of financial stateme...
Here's Who's Winning the Global Fight for AI Talent
25 Apr 2024
Contributed by Lukas
AI is all the rage right now. There are billions of dollars now flowing into the space, with large...
Josh Wolfe: The ChatGPT of Robotics is Coming
22 Apr 2024
Contributed by Lukas
Over the last year or so, probably every venture capitalist has become interested in artificial inte...
Richmond Fed President Tom Barkin On Getting Inflation Under Control
19 Apr 2024
Contributed by Lukas
At the end of 2023, there was a lot of optimism that the US economy was on that glide path to a soft...
What AMLO's Legacy Means For Mexico's Upcoming Election
19 Apr 2024
Contributed by Lukas
On June 2, 2024, Mexicans will go to the polls to elect a successor to current President Andrés Man...
How The American Workforce Got Hooked on Adderall
18 Apr 2024
Contributed by Lukas
Over the last few years, users of the popular ADHD drug Adderall have been frustrated by regular sho...
How Electric Utilities Will Handle Booming AI Datacenter Demand
15 Apr 2024
Contributed by Lukas
For years and years, utilities in the US haven't seen much growth in electricity demand. The economy...
Introducing Money Stuff: The Podcast
13 Apr 2024
Contributed by Lukas
The audio companion to Bloomberg Opinion’s beloved Money Stuff column hosted by its author Matt Le...
Lots More on America's Electrical Components Crisis
12 Apr 2024
Contributed by Lukas
In 2021 and 2022, the US economy experienced historic shortages of many different goods. All kinds o...
Tractor Supply's CEO on How It Escaped the Post-Pandemic Curse
11 Apr 2024
Contributed by Lukas
A bunch of companies saw their share prices boom during the pandemic. Peloton surged because no on...
Why a Former Freight Broker Is Making a Major Bet on Mexico
08 Apr 2024
Contributed by Lukas
US imports from Mexico are surging. Former President Trump's tariffs on China, as well as the renego...
Steve Eisman on the Three Big Macro Stories of Our Time
05 Apr 2024
Contributed by Lukas
Steve Eisman became a famous name in the investing world due to his prescient bet against the US hou...
Why Savita Subramanian Thinks Stocks Can Keep Going Higher
04 Apr 2024
Contributed by Lukas
When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stock...
Why the CRE Urban Doom Loop May Still Be Coming
01 Apr 2024
Contributed by Lukas
When it comes to the collapse in office real estate, there's a lot of focus on who owns the debt, an...
Lots More on the Parabolic Surge in Cocoa Prices
29 Mar 2024
Contributed by Lukas
The cost of cocoa beans has surged to a record $10,000 per metric ton. That's expected to make choco...
The Mega Corporations That Control What Americans Eat
28 Mar 2024
Contributed by Lukas
Walk into a grocery store today and there are seemingly endless shelves of product to choose from. B...
Sal Mercogliano on the Baltimore Bridge Collapse
26 Mar 2024
Contributed by Lukas
On March 26th, a massive container ship called the Dali ploughed into Baltimore's Francis Scott Key ...
Listen Now: The Big Take
26 Mar 2024
Contributed by Lukas
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the s...
The Economist Who Believes AI Will Be Great for the Middle Class
25 Mar 2024
Contributed by Lukas
AI is an incredibly exciting space, provoking both great wonder and fear. One of the big worries obv...
Lots More on the Big Can Kick in Commercial Real Estate
22 Mar 2024
Contributed by Lukas
Last year, we spoke with Rich Hill, head of real estate strategy and research at Cohen & Steers,...
Why Home Insurance Markets in California and Florida Imploded
21 Mar 2024
Contributed by Lukas
In recent years, we've seen home insurance premiums soar by historic amounts. Not only have prices g...
How the US Dollar Became an International Weapon of War
18 Mar 2024
Contributed by Lukas
After Russia's invasion of Ukraine, the US took a number of extraordinary steps to cut Moscow out of...
Why the UAE Is Pumping $35 Billion Into Egypt
16 Mar 2024
Contributed by Lukas
The United Arab Emirates recently unveiled a stunning $35 billion investment in Egypt, snapping up d...
Industrial Policy and the Forgotten Side of Alexander Hamilton
15 Mar 2024
Contributed by Lukas
Thanks to the blockbuster musical, Alexander Hamilton has become a modern cultural icon. He's known ...
Why We're Now Living in The Golden Age of Snack Food
14 Mar 2024
Contributed by Lukas
Want some Doritos? For years, you might have only been able to get one or two snack chip flavors. Bu...
Moderna's CFO on How to Allocate Capital in Big Pharma
11 Mar 2024
Contributed by Lukas
The pharmaceutical space is characterized by extreme uncertainty. You never know what drugs are goin...
Lots More on Why Japanese Stocks Are Surging
08 Mar 2024
Contributed by Lukas
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after d...
Celsius CEO Explains How They Win in Energy Drinks
07 Mar 2024
Contributed by Lukas
Go to any deli or 7-Eleven these days and you're sure to see a gigantic, technicolor wall of beverag...
Introducing: The Deal with Alex Rodriguez and Jason Kelly
05 Mar 2024
Contributed by Lukas
The Deal, hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business ti...
Anat Admati on How to Never Bail Out Banks Again
04 Mar 2024
Contributed by Lukas
We're coming up to the one-year anniversary of the collapse of Silicon Valley Bank, which sparked a ...
How to Put a Price on a Bird: the Forgotten Science of Economic Ornithology
01 Mar 2024
Contributed by Lukas
This episode is for the birds — and one bird in particular. Flaco, an Eurasian eagle-owl, escaped ...
What Really Goes Into the Fed's Favorite Measure of Inflation?
29 Feb 2024
Contributed by Lukas
The Federal Reserve has a goal of getting inflation down to 2%. But of course, there are a lot of di...
How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade
26 Feb 2024
Contributed by Lukas
The hedge fund industry has gone through multiple evolutions. Investing styles go in and out of fa...
How Ukraine Delivers the Mail During Wartime
23 Feb 2024
Contributed by Lukas
If you order something from Ukraine right now, be it a T-shirt or a vintage Christmas ornament, chan...
A Longtime Aerospace Analyst Questions Boeing's Future
22 Feb 2024
Contributed by Lukas
Troubles at Boeing just keep piling up, along with existential questions about the company's future....
This Is What's Hard About Building a US Domestic Battery Industry
19 Feb 2024
Contributed by Lukas
The growth of electric vehicles has heightened concerns about China's current dominance in lithium-i...
Lots More on What Earnings Are Telling Us About Prices Now
16 Feb 2024
Contributed by Lukas
Last year, Corbu managing director Samuel Rines came on Odd Lots to discuss what exactly companies w...
The Quiet Revolution in How We Rescue Banks
15 Feb 2024
Contributed by Lukas
A little less than a year ago, the US financial system was rocked by its first major banking drama s...
How a Second Trump Administration Could Upend US-China Relations
12 Feb 2024
Contributed by Lukas
Back in 2016, Donald Trump campaigned on a platform that included a much harsher stance toward tra...
How Surging US Oil Output Is Being Moved and Stored
09 Feb 2024
Contributed by Lukas
US oil production has surged to an all-time record of more than 13 million barrels produced per day....
NY Community Bancorp's Problems in the Rent-Stabilized Market
08 Feb 2024
Contributed by Lukas
The last week saw a major plunge in shares of New York Community Bancorp after the company revealed ...
How Businesses Decide Exactly Where to Set Up Shop
05 Feb 2024
Contributed by Lukas
We know that companies think carefully about where they open stores. They might look at things like ...
Lots More on Why Farmers Across Europe Are Furious
02 Feb 2024
Contributed by Lukas
In France, the Netherlands, Germany, and Poland, we've seen a wave of protests recently from angry f...
How Global Shippers Are Dealing With a Worsening Red Sea Crisis
01 Feb 2024
Contributed by Lukas
Attacks on ships in the Red Sea continue to escalate. What started with narrow strikes by Yemeni-bas...
Mark Cabana on the Fed, QT and Treasury Funding
31 Jan 2024
Contributed by Lukas
It's a busy week for the bond market with a meeting of the Federal Reserve and the release of the US...
Big Take DC: Economists May Be Using Bad Data to Make Big Decisions
30 Jan 2024
Contributed by Lukas
Today's episode is a special edition of Bloomberg's Big Take DC podcast, featuring an interview with...
Lots More with Claudia Sahm
30 Jan 2024
Contributed by Lukas
This week on Lots More, we speak with Claudia Sahm, the former Federal Reserve economist and founder...
Why the Short Volatility Trade Is Back and Bigger Than Ever
29 Jan 2024
Contributed by Lukas
There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing ha...
Lots More on China's Moves to Create a Dollar Alternative
26 Jan 2024
Contributed by Lukas
For years, people have been talking about the end of US dollar dominance or how some other currency ...
The Anonymous Meme Account Chronicling Credit Market Craziness
25 Jan 2024
Contributed by Lukas
The past few years have been pretty wild for anyone working in credit, the business of selling and t...
Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
22 Jan 2024
Contributed by Lukas
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landin...
The Moment That Boeing's Culture Started To Rot
19 Jan 2024
Contributed by Lukas
On Jan. 5, the plug door of an Alaska Airlines 737 Max 9 blew out mid-flight, forcing the plane into...
US Oil Is Booming and It's Upending Global Markets
18 Jan 2024
Contributed by Lukas
In the early 2010s, US shale players were producing oil like crazy, with no concerns about profitabi...
The Massive Economic Impact If China Invades Taiwan
15 Jan 2024
Contributed by Lukas
A possible Chinese invasion of Taiwan has become a top-of-mind concern in defense and corporate circ...
Lots More on What's Hot at JPM's Health Conference
12 Jan 2024
Contributed by Lukas
For anyone interested in investing in the health-care space, JPMorgan's annual Health Care Conferenc...
Harley Bassman on Why the Big Moves in the Bond Market Are Done
11 Jan 2024
Contributed by Lukas
Harley Bassman, a.k.a. the Convexity Maven, is a legend among bond investors. He worked at Merrill L...
Lael Brainard on What Still Can Be Done to Lower Prices
09 Jan 2024
Contributed by Lukas
The mood about the US economy feels very different right now than it did a year ago. At the start of...
This Is the Impact of Billions Flowing Into Private Credit
08 Jan 2024
Contributed by Lukas
Private credit is now so big that it's rivaling more traditional forms of lending and fueling a deba...
Attacks in the Red Sea Are Reconfiguring Global Trade Again
04 Jan 2024
Contributed by Lukas
A string of recent attacks by Yemen-based Houthi rebels on commercial vessels transiting the Red Sea...
The Top 10 Things We Learned on Odd Lots in 2023
01 Jan 2024
Contributed by Lukas
It's no secret that one of the fun things about Odd Lots is that it covers a lot of different topics...
Brad Jacobs Plans to Make Billions in the Building Supply Industry
28 Dec 2023
Contributed by Lukas
Brad Jacobs has founded multiple multi-billion dollar companies in his career. He turned United Wast...
The Odd Lots AMA Episode: Joe and Tracy Answer Your Questions
25 Dec 2023
Contributed by Lukas
On this episode, our listeners called in with their questions. They ranged from the personal, like "...
Why So Many People Got This Year's Economy Wrong
21 Dec 2023
Contributed by Lukas
This time last year, almost everyone was predicting a recession would engulf the US economy in 2023....
Introducing: Bloomberg News Now
19 Dec 2023
Contributed by Lukas
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest new...
A County in Maryland Came up With a New Way of Building Affordable Homes
18 Dec 2023
Contributed by Lukas
When people think of publicly funded housing, they tend not to think about modern-looking apartments...
Lots More on Shohei Ohtani's $700 Million Contract
15 Dec 2023
Contributed by Lukas
This week was a huge one for the soft landing camp. The inflation data came in cool and the Federal ...
How Salad Chain Sweetgreen Figures Out Its Next Product to Sell
14 Dec 2023
Contributed by Lukas
Sweetgreen, the popular fast food salad restaurant, recently announced that it was eliminating all u...
Drybar Founder Alli Webb on the High Cost of Fast Growth
11 Dec 2023
Contributed by Lukas
One of the defining brands of the 2010s was Drybar. The popular chain of blow dry salons helped defi...
China Made a Chip Breakthrough That Shocked the World
07 Dec 2023
Contributed by Lukas
Both the Trump administration and the Biden administration made moves to constrain China's ability t...
Another Part of Commercial Real Estate Is in For a Reckoning
06 Dec 2023
Contributed by Lukas
When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's n...
What Dead Malls Tell Us About the Future of Commercial Real Estate
04 Dec 2023
Contributed by Lukas
There's been a lot of worry over the future of commercial real estate — especially the outlook for...
Lots More with Brad Setser
01 Dec 2023
Contributed by Lukas
Argentina has always been interesting from an economic and financial markets perspective, to put it ...
Josh Younger Explains How Banks Really Manage Rate Risk
30 Nov 2023
Contributed by Lukas
The rate banks pay on savings accounts hit the headlines earlier this year, when an outflow of depos...
A Stunning Lawsuit Could Change How Realtors Get Paid
29 Nov 2023
Contributed by Lukas
Last month, a Missouri jury found that real estate brokers colluded to artificially inflate and fix ...
Goldman's Jan Hatzius Believes the Hard Part Is Over
27 Nov 2023
Contributed by Lukas
Going into 2023, the conventional wisdom was that a recession was likely in store. Instead, it didn'...