Odd Lots

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Investing #58 in Business News News Commentary
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29.6K - 49.4K listeners Neutral 4.5 rating 1976 reviews 959 episodes USA
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30s Ad: $1,146 - $1,383 60s Ad: $1,344 - $1,581 CPM Category: Business
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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 and Thursday.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Odd Lots.

Hosts

Joe Weisenthal Tracy Alloway

Previous Guests

Jim Chanos
Jim Chanos is a prominent American short-seller and the founder of Chanos & Co., an investment firm specializing in short selling. He is known for his expertise in identifying overvalued companies and has gained significant recognition for his successful bets against companies like Enron. Chanos has a background in finance and has been a vocal commentator on market trends, corporate governance, and economic issues.
Neil Dutta
Neil Dutta is the Head of U.S. Economics at Renaissance Macro Research, where he provides insights and analysis on the U.S. economy and financial markets. With a strong background in economic research and forecasting, Dutta is known for his expertise in macroeconomic trends and labor market dynamics. He has contributed to various financial publications and is frequently sought after for his views on economic policy and market developments.

Topics Discussed

bull market market volatility short-selling cloud stocks datacenters AI private equity Trump tariffs Elon Musk recession tariffs US economy market surge labor market Basis Trade
Episodes

Here's the recent few episodes on Odd Lots.

0:00 30:36

Javier Blas on China's Rare Earths Dominance

Every time there is tension between the US and China, there are stories about China threatening to withhold exports of rare earth metals, which are supposedly crucial for all kinds of advanced technologies. In this episode, recorded in Bloomberg's London studio, Bloomberg Opinion columnist Javier Blas helps us clear up some misconceptions about them. For one thing, rare earths aren't actually that rare. Furthermore, the amount of global trade of these minerals is fairly minuscule. The US only imports $170 million worth in a year. And then beyond that, the most common usage of them is in vacuum cleaners. Still, their economics are interesting and they do have some important applications. In addition, we talk about what the trade war means for the domestic US energy agenda, and the Trump administration's desire to expand total output.

Read more:
Chinese Rare Earth Shipments Held Up as Trade War Upends Exports
Javier Blas: $50-a-Barrel Oil Is a Problem for US Trade Deficit

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0:00 38:35

What an American Stove Maker Wants You to Know About US Manufacturing

One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing, it's actually been US makers of physical goods themselves that have warned about the damage that trade barriers can cause. Or, to put it another way, if we really want to see more domestic US production in order to decouple from China, then perhaps there are other levers to pull besides the tariffs. On this episode of the podcast, we speak with Sam D'Amico, the founder and CEO of California-based Impulse Labs, which makes an amazing induction oven. We talk about what the tariffs mean for his business, and the various things, including capital markets and NIMBYism, that really stand as impediments to building out mass US production of goods.

Read more:
The High-Tech Stove That’s Also a Home Battery
Everything You Need to Know About the Basis Trade Spooking Markets

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0:00 6:20

Introducing: Stock Movers

Check out the new Stock Movers Podcast from Bloomberg.

Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir

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0:00 40:20

Jim Chanos on Who's Getting Caught Swimming Naked

Hosts
Joe Weisenthal Tracy Alloway
Guests
Jim Chanos
Keywords
bull market market volatility short-selling cloud stocks datacenters AI private equity Trump tariffs Elon Musk

In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way, all of this reverses. Then, as the cliché goes, you see who's been "swimming naked." So what have we learned from the recent market volatility? On this episode, we speak with legendary short-seller Jim Chanos, now the founder of Chanos & Co. We talk about cloud stocks and datacenters, AI, private equity, the Trump tariffs, and the strong evidence that Elon Musk isn't serious about tackling spending.

Read more: Everything You Need to Know About the Basis Trade Spooking Markets
Jim Chanos Says Biggest Risk for Markets Is DeepSeek-Like Event

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0:00 12:15

Lots More on Why Neil Dutta Is Sticking With His Recession Call

Hosts
Joe Weisenthal Tracy Alloway
Guests
Neil Dutta
Keywords
recession tariffs US economy market surge labor market Basis Trade

On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except China. The market, which had been in a state of deep panic, surged massively on the announcement. But then on Thursday, stocks sold off hard again as people woke up to the reality of massive tariffs on China and the new baseline tariffs on everyone else. Plus, even before all this tariff drama, there were plenty of reasons to be anxious about the US economy. On this episode of Lots More, we speak with Neil Dutta of Renaissance Macro Research. He explains all the moving parts and why he's sticking with his call for a downturn this year.

Mentioned on the show:
Neil Dutta Sees Rising Risks to the Labor Market
Everything You Need to Know About the Basis Trade Spooking Markets

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Ratings
Global:
4.5 rating 1976 reviews
USA
4.5 ratings 1500 reviews
Canada
4.5 ratings 191 reviews
UK
4.4 ratings 149 reviews
Australia
4.6 ratings 81 reviews
Singapore
4.8 ratings 24 reviews
Ireland
4.6 ratings 11 reviews
New Zealand
4.6 ratings 11 reviews
South Africa
4.3 ratings 9 reviews