Odd Lots Podcast

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29.8K - 49.6K listeners Neutral 4.5 rating 1984 reviews 980 episodes USA
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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

Kaiser Kuo
Kaiser Kuo is a prominent journalist and podcaster known for his expertise in Chinese culture and technology. He is the host of the Sinica podcast, which focuses on contemporary China and its impact on the world. Kuo has a background in both journalism and technology, having worked for major publications and tech companies. He is recognized for his insights into the cultural and economic dynamics of China, particularly in relation to technological advancements and their global implications.
Sarah LaFleur
Sarah LaFleur is the founder and CEO of M.M.LaFleur, a women's workwear brand that focuses on high-quality clothing designed for professional women. She has a background in fashion and business, having previously worked at major companies such as Bain & Company and the fashion retailer, J.Crew. LaFleur is known for her innovative approach to women's clothing, emphasizing both style and functionality, and has been recognized for her contributions to the industry.
Arthur Kroeber
Arthur Kroeber is the head of research at Gavekal Dragonomics, a leading economic research firm focused on China. He has extensive experience in analyzing China's economy and its policies, having spent many years studying the country's economic landscape. Kroeber is recognized for his insights into the implications of trade policies and economic strategies in China, making him a prominent figure in discussions about US-China relations.
Stephen Burke
Stephen Burke is the founder of Gamers Nexus, a publication and YouTube channel dedicated to reviewing products in the computer gaming industry. He is known for his in-depth analysis and insights into gaming hardware and industry trends. Burke has produced a documentary titled 'The Death of Affordable Computing,' where he explores the impact of tariffs on the gaming industry and discusses profit margins with various stakeholders.
Brad Setser
Brad Setser is a senior fellow at the Council on Foreign Relations, where he focuses on international economics and finance. He has extensive experience in economic policy and has previously served in various roles within the U.S. government, including as a deputy assistant secretary for international economic analysis at the U.S. Treasury. Setser is known for his expertise in global capital flows, currency markets, and the implications of trade policies.

Topics Discussed

China technological progress AI model DeepSeek President Xi Jinping cultural dimension tariffs US investors textile industry M.M.LaFleur clothing business Vietnam Bangladesh shipping trade war US-China trade war Chinese economy trade restrictions negotiating position computer gaming profit margins affordable computing Taiwanese Dollar currency surge life insurance companies US dollar assets corporate bonds Trump administration trade strategy

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Bloomberg Podcasts brings you the best video and audio programming from Bloomberg. Watch for news and analysis on the stories making headlines in business, technology and financial markets.

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Episodes

Here's the recent few episodes on Odd Lots.

0:00 39:01

Why the World Keeps Getting Shocked by China's Technological Progress

Hosts
Joe Weisenthal Tracy Alloway
Guests
Kaiser Kuo
Keywords
China technological progress AI model DeepSeek President Xi Jinping cultural dimension tariffs US investors

Over the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model proved to be close to the state of the art American models. So what is the process by which China actually develops new tech? Why has it worked out so well? And how do priorities set by President Xi Jinping actually get transmitted to researchers and businesses? On this episode, we speak to Kaiser Kuo, the host of the Sinica podcast. He discusses the cultural dimension of tariffs, and what he sees as a fundamentally different attitude towards the benefits of technological progress in China vs. what is seen in the US.

Read more:
I’m a DeepSeek AI Bro Now

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0:00 40:16

A US Clothing Brand On the Existential Threat From the Tariffs

Hosts
Joe Weisenthal Tracy Alloway
Guests
Sarah LaFleur
Keywords
textile industry tariffs M.M.LaFleur clothing business China Vietnam Bangladesh shipping trade war

America's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangladesh. Now, with the Trump administration imposing heavy tariffs on exports from these countries, the US clothing industry is facing another big shock. In this episode we speak with Sarah LaFleur, founder and CEO of M.M.LaFleur, which makes high-quality work clothing for women (Tracy is a big fan). She walks us through what the past month has actually been like for a smaller clothing business trying to understand and deal with the tariffs. We talk about the conversations she's been having with mills and factories in China, how the tariffs are already impacting future seasons of clothing, the scramble to secure space on ships before the tariffs hit, and how businesses actually pay the new taxes.

Read more: A New ‘China Shock’ Is Destroying Jobs Around the World
One Ship, $417 Million in New Tariffs: The Cost of Trump’s Trade War

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0:00 52:28

How China Might Actually Handle a US Trade War

Hosts
Joe Weisenthal Tracy Alloway
Guests
Arthur Kroeber
Keywords
US-China trade war tariffs Chinese economy trade restrictions negotiating position

By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused economy like China's, that's a big deal. At the same time, China is pretty much the only major country that's chosen to retaliate against the US with its own set of fresh trade restrictions. So why did it decide to reciprocate? And what's its negotiating position as the US and China head into initial talks? Can the Chinese economy -- and its policymakers -- withstand the pain of a trade war? We speak to Arthur Kroeber, head of research at Gavekal Dragonomics and a long-time China watcher, about how China might actually respond to the new tariff regime.

Read more:
Xi Fortifies China’s Economy Before First Talks on Trade With US
What Years of Practice Tariffs Have Done

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0:00 46:52

The Tariff Buzzsaw Is Coming For Hardcore Gamers

Hosts
Joe Weisenthal Tracy Alloway
Guests
Stephen Burke
Keywords
trade war tariffs computer gaming profit margins affordable computing

Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that specialize in computer gaming are highly reliant on inputs from China and other East Asian countries. These companies assemble customized gaming rigs and other peripherals (cameras, chairs, controllers, speakers etc.). On this episode, we're joined by Stephen Burke, the founder of Gamers Nexus, a publication and YouTube channel that primarily exists to review products in this space. When the tariffs were announced in early April, he immediately set out to film a documentary titled The Death of Affordable Computing. In that 3-hour video, he talked to numerous players in the space on their profit margins, and how they will be hurt by the changing trade policy. We speak to Steve about this industry, and what he learned about what tariffs will do to both their profitability, or even their viability as ongoing businesses.

Read more:
Microsoft Raises Xbox and Game Prices, Citing Rising Costs
Amazon, Apple Earnings Show Tariffs Are Coming for Big Tech, Too

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0:00 29:11

Brad Setser on the Big Surge in the Taiwanese Dollar

Hosts
Joe Weisenthal Tracy Alloway
Guests
Brad Setser
Keywords
Taiwanese Dollar currency surge life insurance companies US dollar assets corporate bonds Trump administration trade strategy

There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, we've seen a huge surge in the Taiwan dollar. This is important, in part, because Taiwanese life insurance companies are major buyers of US dollar assets, such as corporate bonds. Suddenly, they're looking at a major hit to the value of these holdings, with losses that are only partially hedged. So why the sudden move, and what does it mean? On this episode, we speak with Brad Setser, a senior fellow at the Council on Foreign Relations. We first talked to Brad about exactly this topic back in 2019, when the story was more of an intellectual curiosity rather than a market-moving development. We discuss the implications, and what it means in the context of the Trump administration's trade strategy.

More:
Why Taiwanese Life Insurers Are The Great ‘Whodunit' Of The Financial World
Taiwan’s Markets Jolted as Currency Surges Most Since 1980s

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Ratings

Global:
4.5 rating 1984 reviews

USA

4.5 ratings 1500 reviews

Canada

4.6 ratings 195 reviews

UK

4.5 ratings 150 reviews

Australia

4.6 ratings 83 reviews

Singapore

4.8 ratings 25 reviews

Ireland

4.6 ratings 11 reviews

New Zealand

4.6 ratings 11 reviews

South Africa

4.3 ratings 9 reviews