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Odd Lots

Bloomberg
Artificial Intelligence
China
Inflation
Federal Reserve
Tariffs
Labor Market
Private Credit
Data Centers
Prediction Markets
Interest Rates
United States
Venezuela
Economic Policy
Gold
Supply Chain
Iran
Buy Now Pay Later
Internet
Monetary Policy
Economic Growth

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

PublishesDailyEpisodes1246Founded11 years ago
Number of ListenersCategories
BusinessNews CommentaryNewsInvesting

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Latest Episodes

It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through databases and reading contracts are automated, what i... more

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged... more

We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big question that remains in the investment context is whe... more

Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you yourself started trading right now, you'd probably... more

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Recent Guests

Henry He
CFO of Baidu
Baidu
Episode: Baidu's CFO on How It Became a Full-Stack AI Player
Winston Cheng
CFO of Lenovo
Lenovo
Episode: How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
Joey D'Urso
Freelance football journalist, author of More Than a Shirt, How Football Shirts Explain Global Politics, Money and Power
Freelance journalist
Episode: How the 1994 World Cup Transformed the Business of Football Forever
Grace Shao
Independent AI researcher
AI Proem (newsletter)
Episode: Grace Shao on What the World Should Know About Chinese AI
Sam Ro
Editor of TKer newsletter
TKer
Episode: How Substack Creators Are Covering This Strange Markets Era
Peter McCrory
Head of Economics at Anthropic
Anthropic
Episode: Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Jack Clark
Head of Public Benefit and Co-founder of Anthropic
Anthropic
Episode: Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Jeremy Grantham
Co-founder and long-term strategist at GMO; author of The Making of a Permabear
GMO
Episode: Jeremy Grantham on How to Tell If a Bubble Is About to Burst
Carmen Li
CEO of Compute Exchange and Silicon Data
Compute Exchange, Silicon Data
Episode: Carmen Li's Plan to Build a Futures Market for Compute

Hosts

Joe Weisenthal
Co-host of the show with a focus on markets and macro topics; Bloomberg journalist.
Tracy Alloway
Co-host with strong emphasis on macro topics, finance, and policy; Bloomberg journalist.

Reviews

4.6 out of 5 stars from 5.3k ratings
  • Not an economist

    David is an outstanding mind. Truly, the perfect guest.

    Apple Podcasts
    5
    M^sic L@ver
    Canadaa month ago
  • Soft-served, vacuous questions

    Listen to the Cerebras episodes.

    The hosts seemed more interested in fawning and placating the CEO than asking hard questions.

    Ask the CEO how does it make sense to trade at 100x book when the company is 80% UAE money? Of course not, better ask him “what does it feel like to be a billionaire”!

    What’s this GQ Business?

    Apple Podcasts
    3
    PhilipMat
    United States2 months ago
  • Foster

    Gran entrevista! Me puso unos anteojos con los que el mundo se ve desde otra perspectiva!. Los senti sorprendidos !. Necesitamos mas de esto! Diferentes puntos de los cuales ver el mundo!.

    Apple Podcasts
    5
    HJEKMEK
    Argentina2 months ago
  • Always Insightful

    Timely conversations with clear-eyed guests. Keep the great work.

    Apple Podcasts
    5
    wallygwally
    Canada2 months ago
  • Love the show,

    You definitely need a better audio engineer. The levels are all over the place.

    Apple Podcasts
    5
    Billybill1984
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback often mentions audio quality and pacing as areas to improve.
Some episodes are praised for clarity and accessible explanations of complex topics.
Listeners appreciate the guest quality and the depth of macro discussions.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Baidu's CFO on How It Became a Full-Stack AI Player
Q: What's Baidu's token budget, and is it bigger than Joe's?
Henry explains that token budgeting is treated in two buckets: internal R&D for model performance and more importantly, the ROI from real tasks completed by agents and applications. The emphasis is on cloud hosting, inference, and completing tasks rather than simply training models.
How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
Q: How does Lenovo balance on‑device versus cloud AI for performance and cost?
Winston Cheng explains Lenovo's agentic AI focuses on maximizing device compute with an orchestration layer to route to cloud when needed, optimizing memory and compute while controlling token spend.
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Q: What is Anthropic's stance on regulation and third‑party testing for AI models?
They advocate for third‑party testing and transparency, arguing that measuring AI properties and sharing data with policymakers helps ensure safety and informed governance.
Why Susquehanna Is Building a Prediction Markets Business
Q: How do you balance risk and liquidity when hedging large corporate exposures?
They bootstrap liquidity first for retail, then institutional, and use a combination of internal models, forecaster insights, and careful risk management to quantify and assume risk when there is a viable hedging opportunity.
Why Susquehanna Is Building a Prediction Markets Business
Q: What does the prediction markets desk at Susquehanna do?
The desk is primarily a market maker, providing liquidity across platforms and asset classes, and acting as a shepherd to help institutions enter the market while expanding the ecosystem.

Audience Metrics

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Frequently Asked Questions About Odd Lots

What is Odd Lots about and what kind of topics does it cover?

A finance-forward show hosted by two Bloomberg journalists that covers macroeconomics, markets, technology's impact on finance, and policy. Episodes frequently feature high-profile economists, central bankers, and industry leaders to unpack inflation, monetary policy, AI in markets, and the internet's evolving architecture for business and advertising. Noteworthy is the emphasis on practical implications for professionals in investing, strategy, and policy, plus a penchant for deep-dive conversations with globally recognized guests. Listeners likely include finance practitioners, policymakers, researchers, and decision-makers who want clear explanations of complex topics and real-world takeaways for strategy and investment, often with a glo... more

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How many episodes of Odd Lots are there?

Odd Lots launched 11 years ago and published 1246 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Odd Lots?

Recent guests on Odd Lots include:

1. Henry He
2. Winston Cheng
3. Joey D'Urso
4. Grace Shao
5. Sam Ro
6. Peter McCrory
7. Jack Clark
8. Jeremy Grantham

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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