Episodes

  • Max Read on how the Internet Got Infested With Garbage
    Nov 8 2024

    There was a a point in time when Twitter used to be good for breaking news. Social media outlets like Instagram and Facebook were great for keeping up with friends. There used to be websites that people would refresh throughout the day, reading news or gossip from sources they knew and trusted. Now, most of that has gone -- or at least changed dramatically. A combination of profit imperatives, political motivations, and AI have upended much of that old internet. So what happened? Why has the web become a home of slop and sludge? We speak to Max Read, the author of the Read Max newsletter, to understand today's internet, and where things are going next.

    Read More:
    Musk Is About to Find What $130 Million for Trump Gets Him
    TikTok Ordered to Close Canada Unit Due to National Security

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    37 mins
  • Harley Bassman on Trump, the Fed, and the Bond Market
    Nov 7 2024

    The US election is over and Donald Trump has won a second term as president. Stocks have rallied on Trump's win, of course, but some of the more interesting moves have taken place in the bond market. Not only have yields on US Treasuries shot up, but expectations for volatility in the world's most important market were also shifting higher ahead of Trump's win. All of this is happening even though the Federal Reserve is widely expected to cut benchmark rates again this week. So what's driving higher yields? On this episode, we speak with Harley Bassman, managing partner at Simplify Asset Management and creator of Convexity Maven, about all the recent moves in bonds and what could be coming next.

    Read More:
    Volfefe Returns to the Bond Market
    The Market’s Constraint on Full Trumpism

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    24 mins
  • Odd Lots Live: What to Watch on Election Night and Beyond
    Nov 5 2024

    It's Election Day in the US, so there's no need for any real explanation of what's at stake. Last night in New York City, we hosted a special live Odd Lots event, where we interviewed some of our regular guests on stage to talk about the vote, as well as the economic and market implications in the days and years ahead — regardless of who wins. First up, you'll hear a conversation about prediction markets, regular markets, and vote-watching with Skanda Amarnath of Employ America, Neil Dutta of Renaissance Macro, and prediction markets bettor Zvi Mowshowitz. And then in the second half of the show, we hear from the Council on Foreign Relations fellow Brad Setser on the global environment — what Brad calls an "unhealthy globalization" — that the next president will inherit.

    Read More: How the World Is Prepping for a Trump or Harris Victory

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    1 hr and 17 mins
  • Listen Now: US Election Coverage on Bloomberg Podcasts
    Nov 4 2024

    Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week.

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    1 min
  • Ezra Klein On the Legacy of Bidenomics
    Nov 4 2024

    The Biden administration has overseen a revival of so-called industrial policy in a way that we haven't seen in years. Major efforts are underway to revive or reinvigorate US production of semiconductors, batteries, and other key technologies. But it's not clear if these efforts will have any legs and sustain a new trajectory of US policymaking. Was it just a blip? Or does this represent a new era in terms of how we think about the relationship between the government and the economy? On this episode, we speak with Ezra Klein, host of The Ezra Klein Show, about the legacy of this era. We talk about different possible paths under both a Harris and Trump administration, as well as what other policy areas may come into vague in the years ahead.

    Read More:
    Bidenomics Leaves a Blue State Industrial Heartland Behind
    Trump Threat to Biden’s Industrial Policy Hangs Over Asian Firms

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    41 mins
  • What the Nuclear Power Revival Means for the Price of Uranium
    Nov 1 2024

    There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of energy, and therefore this crucial commodity will end up being a huge winner. And over the last several years, the price has gone up substantially. But what are the economics of the uranium market? And how sensitive is it to some of these power plants that are reopening? On this episode, we speak with commodities guru Bob Brackett, head of Americas energy and transition at Bernstein Research. Bob knows everything about just about every commodity under the sun, so in addition to talking uranium, we get an update on lithium, gold, silver, oil, and more.

    Previously: The Three Big Things Driving the Nuclear Energy Revival

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    45 mins
  • Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.
    Nov 1 2024

    China is making steady progress in its quest to dominate key industries of the future, despite years of US tariffs, export controls and sanctions.

    Check out this special episode of Bloomberg's Big Take Asia podcast, as hosts K. Oanh Ha talks to Bloomberg News correspondent Rebecca Choong Wilkins about how the US is struggling to curb Beijing’s technological advances, and whether the upcoming presidential election could change the dynamic.

    Then come back on Thursday, as Rebecca joins the next episode of Odd Lots -- along with Bloomberg economic analyst Gerard DiPippo -- to take a further look at the ongoing tech rivalry between the US and China.

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    The Big Take: Efforts to Contain Xi’s Push for Tech Supremacy Are Faltering

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    15 mins
  • Years of Restrictions Didn't Slow China's Quest for Tech Dominance
    Oct 31 2024

    In 2015, China identified several key industries of the future for which it aimed to compete at the technological frontier. The 'Made in China 2025' plan included expansion in things like EVs, solar power, batteries, semiconductors, AI, and drones. But now, 2025 is almost here and China's progress has been remarkable across several of these categories. In fact, it's the world leader in some of these industries (like EVs and solar), and it's catching up in others. In this episode we speak with Bloomberg News reporter, Rebecca Choong Wilkins, as well as Gerard DiPippo, senior geoeconomics analyst at Bloomberg Economics. The two of them were part of a team that took a major look at the status of Made In China 2025 (a name that isn't really even used that much anymore). We discuss how much progress China has made despite efforts from the US over the last several years to impede its ambitions, and how it's judging the success of the program.

    Read More:
    US Efforts to Contain Xi’s Push for Tech Supremacy Are Faltering
    How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio

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    42 mins