Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
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What It Takes to Run One of London's Most Popular Pubs
As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our recent visit to London, we wanted to learn about the business of pubs. According to the British Beer and Pub Association, approximately two pubs a day have closed in England during the first quarter of 2026. Could pubs tell us something about larger trends in the British economy? And when it comes to the day-to-day operations of the business: How is a pub different from a regular bar? And how are publicans — pub managers — dealing with the era of the £10 pint? Today's episode is a special two-parter, devoted to the business of pubs. We talk to Oisin Rogers and Ashley Palmer-Watts, co-founders of the Devonshire, a famed London pub. The first part is with Rogers, who is the publican, and we discuss the difference between a good and bad pub, why he hates the word 'gastropub,' and how the indoor smoking ban changed the meaning of pubs for the average Londoner. Second up is a segment from our London live show with the Devonshire chef Palmer-Watts, who tells us about the complicated confluence of factors — from temperature to the right mix of gases — that lead to a perfect pint of Guinness, why higher ingredient costs (whether it's beef or scallops) don't always correlate to higher menu prices, and making a Victorian-era meat fruit for Apple's Jony Ive. Read more:Reeves Floats Price Freezes on Food in Bid to Cut UK Bills Inflation Resurgence Squeezes US Voters as Gas, Food Prices Rise ?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 bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Architect Norman Foster on Why the West Struggles to Build Big
Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can also have a huge impact on the wealth and development of the area around it. So how do you encourage private developers to consider the public good when designing new projects? And how are some countries able to encourage more landmark building projects than others? In this episode, we speak with Norman Foster, renowned architect and founder of Foster + Partners. We talk to him about how constraints impact his own design process, how building budgets actually work, what makes a building successful in the long run, why China keeps completing mega-project after mega-project, and why places like the UK and the US are now struggling to keep up. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
A short-seller is a gum shoe who roots out a particular story about a specific company and brings it to light. In this way, a short-seller is similar to an investigative journalist. Fahmi Quadir, the founder and CIO of Safkhet Capital, is known as the Assassin. Her notoriety proceeds her: Among her most well-known bets include short-selling Wirecard AG and Valeant. In today's conversation with Qaudir — recorded at our live show in London at Wilton's Music Hall — she dishes on what life is like for a short-seller, especially one as famous as her. In her mind, short-selling is only getting harder; it's a corner of finance that is facing an existential crisis, one whose value is questioned in what she calls a "golden age of fraud." She also tells us, that for the first time ever, she is going long with a focus on Korea that has nothing to do with the AI boom. Read more:Korea Exchange Is Said to Launch Weekly Options on Single StocksSwiss Pension Fund Eyes $1.1 Billion Private Credit Investment Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58 times larger than the average chip. That sheer size enables blazing fast inference for AI queries. Feldman joins us on the week of his company's IPO to talk about his core product and how it fits into the AI boom. We discuss the history of the GPU, competition between open-and closed-source models, the company's relationship with with TSMC, and more. Read more:Nvidia Tells Skeptical Investors That AI Is Ready to Go MainstreamTrump Set to Sign AI Cybersecurity Directive as Soon as Thursday Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conversation, recorded at our live show at Wilton's Music Hall in London, is all about fundamentals: How Tarman, DB's vice chair of global macro, and Singhal, the firm’s head of EM trading across rates, FX and Credit, make sense of conflicting headlines, whether the rally in tech stocks is to be believed, the tug of war between fast money and central bankers, and how traders are evaluating the difference between the AI models coming out of the US and China. Read more:Global Inventory Race Intensifies in Shadow of the Iran WarEmerging Carry Trade Rebounds, Top Picks Include Real, Rand Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Price shocks and shortages are, if anything, the way consumers understand the economy right now — at the grocery store or at the gas pump. Certainly, current (and future) shocks can be explained by the closure of the Strait of Hormuz. But the environment is weirder than just across the board price increases: The price of corn has barely moved, for instance, while fertilizer just keeps going up. We have not one but two perfect guests to talk to us today, our favorite commodity specialists: Bloomberg Opinion columnist Javier Blas and Lorcan Roche Kelly, the business editor at Irish Farmers Journal. Today's episode — which was recorded on stage at Wilton's Music Hall in London as part of our first ever show outside the US — covers how the world's farmers feel about US trade policy, why today's energy shock is so different from 2022's, the true impact of the UAE leaving OPEC, and why it's going to get harder to buy hard cheese in the near future. Read more:Global Bond Selloff Worsens as Rising Oil Prices Spook InvestorsChina Allows Exports for 425 US Beef Plants, Trade Group Says 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 bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce might represent a sea change for e-commerce: With the rise of AI agents doing shopping on behalf of consumers, how are retailers going to adapt? John Collison, co-founder of the financial services and payment processing company Stripe, has first-hand experience with all the ways e-commerce has changed in the last decade, and he thinks agentic commerce is going to completely transform the online shopping experience. On this episode, we speak to Collison about how AI has already changed the way consumers make purchasing decisions, why keyword search is a "ridiculous" way to find things to buy, what it means when brands will have to appeal to AI agents as opposed to human buyers, and if AI agents can truly mimic human taste. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and gloom is, usually, only tenable for so long. Which is why we wanted to talk to one of the most successful bears out there. Société Générale has let Albert Edwards out of the bear cage for today's episode. Edwards knows his reputation as a bear is well deserved: He believes, among other things, double-digit inflation is in the offing. We also talk about the attention span of readers on the buy-side, what success looks like for a bear, and how a bear avoids getting fired. Read more:Boeing Falls After Trump Unveils Smaller China Aircraft OrderBOE’s Pill Says Strong Iran Price Pressures Warrant Rate Rise Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Martin Wolf on the 'Terrifying' Superpower That the US Wields
Last year, when we talked to Martin Wolf, the global order seemed like it was being upended after President Trump unveiled his sweeping tariffs against nearly every US trading partner. A lot has happened since then. In fact, April 2025 seems almost quaint when compared to 2026 so far, from the Supreme Court's tariff ruling to the US-Israel war with Iran. The war's effect on the world's economy is at once stunning and utterly strange: even as the prices of major commodities — oil chief among them — rise, the markets seem unaffected, closing at record levels in recent weeks. Today we speak with Wolf, the chief economics commentator for the Financial Times, about all this chaos and why, so far, it seems disconnected from the logic of the market. There is, he says, a great deal of ruin in the world economy, but growth remains a constant fact of life. Why is that? There's no straightforward answer, but to begin understanding how we got here, Wolf takes us to the early 20th century and paints us a picture of the world after the two World Wars. We also talk about the "terrifying" power that the US wields over the globe, how a fragmented Europe is navigating anxious relationships with both the US and China, the Faustian bargain AI represents, and much more. Read more:Oil Inventories Falling at Record Pace on Iran War, IEA SaysUndersea Internet Cable Projects Are Getting Tangled in the Iran War 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 bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
In 2006, then-Senator Ted Stevens coined an infamous term for how to understand the internet: It's a "series of tubes." The funny thing is, that's a fairly accurate description. Underneath the world's oceans, miles and miles of fiber optic-cables send packets of information from one location to the next, serving as the backbone of the internet as know it. This infrastructure is delicate, too: Memorably, a 2022 volcanic eruption cut off the island of Tonga from web access for an extended period of time. Journalist Samanth Subramanian is the author of The Web Beneath the Waves: The Fragile Cables That Connect Our World, a book that explains, in detail, that the internet is not, and has never been, truly weightless or wireless. In fact, the system in place right now is pretty old school and resembles the telegraph cable network of yore. We talk to Subramanian about the strange contradictions of the undersea cable system, how much basic marine geography — like the Strait of Hormuz or the Suez Canal — informs where cables are laid, and how hard it is protect this vulnerable and vital infrastructure. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
Ever since Covid, central banks around the world have had the same problem. They have tools that are designed to modulate demand, but so many challenges have involved the supply side of the economy. Whether we're talking about supply chain disruptions, the war in Ukraine, and now the war in Iran, these are all issues for which monetary policy is of limited value. Of course, the temptation is to "look through" these events, recognizing the fact that these disruptions don't say much about the actual underlying state of the economy. But when we get one shock after another, it gets harder and harder to keep using words like "transitory." On this episode we speak with Megan Greene, an external member of the Monetary Policy Committee at the Bank of England. We talk about the compounding effects of all these shocks (including the trade war and Brexit), how she's thinking about the first- and second-order effects of each, and why for now, despite the underlying weakness of the UK economy, she remains squarely focused on the risks of higher inflation. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Mariana Mazzucato Thinks We Need More Moonshots
Today's guest Mariana Mazzucato is one of our most requested. Mazzucato, who is the director of the University College London Institute for Innovation and Public Purpose, specializes in the political economy of technological development and public sector investment. In our conversation, recorded in Madrid while at the Bloomberg CityLab conference, she explains her concept of the "mission economy," her definition of state capacity, how to prevent top talent from fleeing to the private sector, and whether consultants or governments should be blamed for inefficiencies and civic failures. It's a wide-ranging interview, one that covers everything from the initial public financing of Silicon Valley algorithms to the history of moonshots.Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
How an American City Can Become a Manufacturing Hub
The residents of Allentown are still sore about that Billy Joel song. While it's true the Pennsylvania city became synonymous with deindustrialization after the US steel industry began its decline in the 1970s, Allentown should be known for more: In the 1950s, for instance, some of the first mass-produced transistors were made in the city, which were the precursor of today's semiconductors. The city is also a unique logistics and e-commerce hub — it's a day's drive from nearly 40 percent of the US population. Mayor Matthew Tuerk, who has held office since 2022, has made reindustrialization a focus of his mayorship. In today's episode, recorded in Madrid at the Bloomberg CityLab conference, we speak to Mayor Tuerk about the city's grand strategy for building back and sustaining its manufacturing base, implementing industrial policy on a local level, how rezoning has changed in the last decade, the political puzzle of data centers, recruiting companies to come to Allentown, de-risking the American supply chain, and our favorite new category of industry — weight-gaining industries — which Allentown specializes in. Read more:New Brookfield Venture May Restart Abandoned US Nuclear ProjectTexas Ranch Lures Futuristic Startups to Revive US ManufacturingSee omnystudio.com/listener for privacy information.
How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis
Since Mayor Brandon Scott took office in 2020, he's fixated on a very visible problem in Baltimore: the tens of thousands of vacant homes that dot the city. It's hard to build new houses when there are so many that sit empty and unused. And the process of tracking down owners, convincing them to sell their vacant properties, and then converting those homes into usable housing supply is a tall task. In the last few years, the number of vacant homes in Baltimore has dropped from 16,000 to just over 11,800. On this episode — recorded in Madrid while we attended the Bloomberg CityLab conference — we speak to Mayor Scott about deindustrialization, redlining, and gun violence's historical effects on the current housing crisis, how his government identifies, block-by-block, redevelopment opportunities and matches projects with publicly-minded developers, and why Baltimore natives aren't huge fans of The Wire. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.
Inside the Booming Market for Dinosaur Fossils
Two years ago, Citadel's Ken Griffin paid almost $45 million for a stegosaurus skeleton, making it the most expensive fossil ever sold at auction. So why are dinosaur bones joining the collections of millionaires instead of museums? How does the private market for fossils actually work? And how similar is it to the market for art and other antiquities? In this episode, we speak with Salomon Aaron, a director at London-based gallery David Aaron, where he is the gallery's in-house broker for dinosaur fossils. We talk about how fossils are found and priced, what it's like to work alongside dinosaur hunters, how his gallery identifies potential buyers, and why Joe thinks something about the birds-to-dinosaurs evolutionary pipeline is off. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.