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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
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12 OTT 2026 · Since the Hugging Face incident, concerns over AI doomsday scenarios has entered the mainstream. But of course, some people have been warning about this for years, long before LLMs or ChatGPT. In their 2025 book If Anyone Builds It, Everyone Dies, Nate Soares and Eliezer Yudkowsky spelled out their vision of humanity's inevitable demise once superintelligent AI is built. In this episode, we speak with Soares, who serves as president of the Machine Intelligence Research Institute, about why he believes it's impossible to "align" superintelligent AI, and how exactly the technology can and will go rogue as it gets more and more advanced. Read more:
https://www.bloomberg.com/news/articles/2026-10-08/anthropic-ipo-investors-struggle-to-put-a-price-on-rogue-ai-risk?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article
https://www.bloomberg.com/news/articles/2026-10-08/ai-bubble-risks-worst-s-p-500-crash-since-2008-strategist-says?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast http://bloomberg.com/subscriptions/oddlots
Join the conversation: https://discord.gg/oddlotsSee https://omnystudio.com/listener for privacy information.
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9 OTT 2026 · Last month, OpenAI announced that it had produced an AI-generated proof for the Navier-Stokes problem, one of the most famous unsolved questions in mathematics. LLMs used to be bad at counting, but now they are solving math problems that have stumped humans for decades. Meanwhile, at universities, the problem of AI in education continues: Now that LLMs can do a student's homework, teachers are struggling to keep up. It is clear that AI is very quickly changing how math is taught and how it is practiced by professionals. On this episode, Justin Solomon, who is the associate dean for engineering education at MIT, gives us a primer on how mathematicians (both pure and applied) are responding to all the advances in AI. He also explains what exactly the Navier-Stokes problem is and why the OpenAI proof is hard for even the pros to parse, what movies get wrong about how mathematicians do their jobs, and how he's changing his pedagogical approach in the age of AI.
See Odd Lots live in Chicago! https://events.bloombergevents.com/event/OddLotsLiveChicago/summarySee https://omnystudio.com/listener for privacy information.
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8 OTT 2026 · In so many conversations, there's a widespread view that Europe is falling behind. Or it's in trouble. It has been two years since the publication of the Draghi report and the problems the report identified about European competitiveness are far from solved: Demographic challenges, rising energy costs, and a lagging tech sector still cast a shadow over Europe. But according to the economist and policy analyst Dominik Leusder (who also writes the Leusder of Last Resort Substack) the Draghi report might have mismeasured the true scale of Europe's issues, and he asks if the popular narrative of European decline is an accurate one. We also speak about whether Europe needs a frontier AI model, why long, wine-soaked lunches are not a good way to measure productivity, and the state of Europe's vexed relationship with China as a trade partner and competitor. Read more:
https://www.bloomberg.com/news/articles/2026-10-07/eu-prepares-import-cap-on-chinese-hybrid-cars-to-balance-trade?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article
https://www.bloomberg.com/news/articles/2026-10-07/alibaba-s-joe-tsai-says-open-source-is-europe-s-best-shot-at-ai?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article Only http://bloomberg.com/ subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast http://bloomberg.com/subscriptions/oddlots
Join the conversation: https://discord.gg/oddlotsSee https://omnystudio.com/listener for privacy information.
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5 OTT 2026 · We all know that US Treasury yields have been surging, alongside bond yields all around the world. So what explains the selloff and does this mean that bonds are becoming fundamentally riskier? What happens if investors can no longer hedge stocks with government debt? And how do expectations of the Federal Reserve's "reaction function" fit in? In this episode, we speak with Carolin Pflueger, associate professor at the University of Chicago and a resident scholar at the Chicago Fed Bank, about her work on the bond market and central banks. We discuss why bonds have become more stock-like, what that means for yields, and the role of the Fed's credibility in making bonds “bond-like” again. https://events.bloombergevents.com/event/OddLotsLiveChicago/summarySee https://omnystudio.com/listener for privacy information.
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2 OTT 2026 · Fuel is a huge expense for airlines, and even on a good day, jet fuel prices are pretty volatile. Throw in two major wars now effecting energy infrastructure, and fuel prices across the board are higher and higher. Airlines have long tried to manage this expense through fuel hedging, using things like swaps and options to hedge against future increases in the price of jet fuel. David Kang, former group treasurer at Qatar Airways, has firsthand experience hedging for a large carrier, and he tells us exactly how it all works. He also explains why airlines use heating oil as a proxy for jet fuel, how much they can make by raising ticket prices and fuel surcharges, and why airlines and oil refineries aren't so different. Read more:
https://www.bloomberg.com/news/articles/2026-09-30/war-exposes-the-cost-of-the-west-s-retreat-from-oil-refining?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article
https://www.bloomberg.com/news/articles/2026-09-30/mideast-crude-oil-flows-hit-98-of-pre-war-level-jpmorgan-says?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast http://bloomberg.com/subscriptions/oddlots
Join the conversation: https://discord.gg/oddlotsSee https://omnystudio.com/listener for privacy information.
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1 OTT 2026 · The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There's capex spending and the AI trade. There's the war in Iran. And of course there's persistent inflation and the Federal Reserve's ongoing tightening cycle. On this episode, we speak with our former Bloomberg News colleague Luke Kawa, who is now head of markets at Sherwood News. We go over all the big market themes, and he explains why the one consistent theme of this moment is the sheer speed of the moves and the pace of the news itself.
https://events.bloombergevents.com/event/OddLotsLiveChicago/summarySee https://omnystudio.com/listener for privacy information.
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28 SET 2026 · Bill McBride did not just predict the 2008 housing bubble, he helped invent financial blogging with his Calculated Risk newsletter. Zach Lasry, meanwhile, is much newer to the scene, but in his career as a real estate developer, he is already responsible for building one of LA's hottest new neighborhoods — Melrose Hill. We spoke to both of them at our live show at the Vermont Hollywood, for a wide-ranging panel discussion on LA real estate. We talk about the difficulty of sourcing construction components, the Kafkaesque process of getting a crosswalk built in LA, and how self-driving cars might help reshape the city and solve its longstanding issues with parking. Read more:
https://www.bloomberg.com/news/articles/2026-09-24/mortgage-rates-at-7-push-sellers-to-cut-home-sale-prices?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article
https://www.bloomberg.com/graphics/2026-ai-data-center-heat-pollution-cities/?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article Only http://bloomberg.com/ subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast http://bloomberg.com/subscriptions/oddlots
Join the conversation: https://discord.gg/oddlotsSee https://omnystudio.com/listener for privacy information.
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25 SET 2026 · Is Hollywood just screwed? Writers are earning less. There are fewer shoots taking place in Los Angeles. And people are freaked out about AI. But according to Hayes Davenport, things were starting to feel bad in Hollywood before chatbots showed up to the scene. Davenport — who’s written for shows like Family Guy and is now creative director of LA Material and the co-host of the fantastic Hollywood Handbook podcast — joined us on stage at the Vermont to give us a history lesson on Hollywood's steady decline from the pandemic to now. We also get into the changing norms of AI use among entertainment professionals and why Davenport is jealous of New York right now. Read more:
https://www.bloomberg.com/news/articles/2026-09-20/jon-voight-spent-months-courting-trump-on-tax-help-for-hollywood?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article
https://www.bloomberg.com/news/articles/2026-09-21/paramount-to-settle-lawsuits-paving-way-for-warner-bros-merger?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article Only http://bloomberg.com/ subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast http://bloomberg.com/subscriptions/oddlots
Join the conversation: https://discord.gg/oddlotsSee https://omnystudio.com/listener for privacy information.
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24 SET 2026 · Social media is really strange these days: Increasingly, our feeds are starting to look uncanny, as AI slop proliferates all over the Internet. And for the professionals who are tasked with making content, whether it is social media managers or creators, it has been a head-spinning time of change. In this conversation, recorded at the Vermont in Hollywood, we get a primer on social media's AI era with two veteran Internet commentators, Rachel Karten (social media consultant and the author of the Link in Bio newsletter) and Taylor Lorenz (founder of User Mag). We discuss why people are afraid to admit that they love some genres of slop, why the AI discourse is evolving so rapidly, and whether our time online is moving away from scrolling feeds to engaging with chatbots. Read more:
https://www.bloomberg.com/news/articles/2026-09-23/us-rebukes-australia-for-plan-to-target-social-media-algorithms?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article
https://www.bloomberg.com/news/articles/2026-09-21/meta-s-new-muse-ai-app-tops-charts-draws-strong-early-reviews?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast http://bloomberg.com/subscriptions/oddlots
Join the conversation: https://discord.gg/oddlotsSee https://omnystudio.com/listener for privacy information.
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21 SET 2026 · The story you hear nowadays is that America is struggling to make things and can't compete with China when it comes to advanced manufacturing. But of course, there's tons of high-tech stuff being produced in the US, and more and more companies are doing it out of Southern California, with factories sprouting up around Los Angeles to build things like precision metal parts and jet engines. Two founders who are actively engaged in building things in LA are Tom Mueller, founder of Impulse Space (and Employee No. 1 at SpaceX), as well as Hadrian founder Chris Power. Impulse Space is building in-space transport vehicles while Hadrian is creating autonomous factories. This episode, which was recorded live at the Vermont Hollywood, is from our first ever Odd Lots live show in LA . We talk to Chris and Tom about how the US lost its manufacturing edge and why LA is becoming a destination for people who want to make and build hardware.See https://omnystudio.com/listener for privacy information.
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
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| Autore | Bloomberg |
| Organizzazione | iHeart Podcasts |
| Categorie | Investimenti |
| Sito | - |
| - |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
