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Bloomberg


Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.


Odd Lots

There are two huge winning trades that people are looking at day after day. Gold keeps going up and US tech stocks keep going up. But what is driving this intense flow? How long can these consensus trades last? On this episode, we speak with Ozan Tarman, the Vice Chair of Global Macro at Deutsche Bank. As part of his role at the bank, Ozan talks non-stop with hedge funders, sovereign wealth fund managers, and, of course, the analysts at his own bank. This means he has an excellent perspective on why these trades are so popular now. He explains why there is a decline in confidence about the US sovereign (hence the rise in gold) around the world, but also an incredible fixation on the success of the big US tech companies (hence their constant bid). We also talk about other popular consensus trades, from steepeners to Chinese equities to Liz Truss moments all around the world.c
 
Read more:
China Courts Foreign Gold Reserves to Boost Global Clout
Nvidia’s OpenAI Deal Fuels ‘Circular’ Financing Concerns
 
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Ozan Tarman on What's Driving The Nonstop Rise in Gold and Tech

In recent years, retail trading of stocks has absolutely exploded. This is happening despite the fact that investors are subject to a constant stream of propaganda that individuals can't beat the market, and that the proper way to invest is through low-cost index funds that you don't pay regular attention to. More than anyone else, one man has been banging the drum (literally) for years that individuals can beat the market and are smart enough to select individual securities. That, of course, is Jim Cramer, the host of the popular TV show Mad Money on CNBC. He is also the author of the new book, How to Make Money in Any Market. We discuss his philosophy of investing, his career, his time as a young college-age radical, the time he lead a wildcat strike and got fired, his thoughts on memestock mania, and much more.
 
Read more:
US Stocks Advance to Records to Close Out Risk-On FOMC Week
Intel Soars After Nvidia Makes $5 Billion Investment
 
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Jim Cramer on the Retail Trading Revolution

When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administration erected aggressive trading barriers against China. Then Biden expanded them further. And there were signs of its demise even under Obama. So what was the global trading system? What will come after it? What are the benefits and costs to changes? On this episode, we speak with Michael Froman, the President of the Council on Foreign Relations, and the former Trade Representative during Obama's second term. We discuss how the system began to collapse, and what he sees as the emergence of a new "polyamorous" global trading system, where friends and allies and partners move in a more liquid manner between different poles and blocs.

 
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Michael Froman on the New 'Polyamorous' Global Trading System

There is a widespread view that China is a superpower of rising status, and that a new global order is emerging with the country as an important pole in it. You see this with the growing BRICS organization. You also see this with the leaders who went to Beijing recently for the country's military parade. And of course, this comes at a time when the US is erecting trade barriers with everyone, including many of our closest friends and allies. So how does China see its role in this world? Will it play a role that's similar to what the US has played? Will it look very different? Does China want to reinvigorate legacy multi-lateral organizations like the UN? On this episode, we speak with Henry Huiyao Wang, the Founder and President of the Center for China and Globalization. Having been founded in 2008, the CCG is now China's largest independent think tank, with offices in multiple cities. We discuss China's perspective on the US, its potential role in establishing a Russia-Ukraine ceasefire, its perspective on Israel and Gaza, and the type of role it could play in a new form of globalization.
 
Read more:
China’s Defense Minister Warns on Taiwan, Condemns ‘Bullying’
Why Is China Stockpiling So Much Oil?
 
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Henry Wang on China's Role in the New Emerging World Order

If you look at prospectuses and earnings documents for almost any company, you're going to see a Delaware address. For more than a century, the state has been the place to go to if you're setting up a business. And in fact, Delaware has catered to these corporate clients, setting up an efficient chancery court to settle corporate disputes and producing a huge backlog of case law to act as reliable and efficient precedent. But suddenly, some companies are choosing to leave the state. Most prominent among them is Elon Musk's Tesla, which opted to re-incorporate in Texas after a Delaware judge invalidated his $56 billion pay package. States like Nevada and Texas are now also actively courting companies by enticing them with management-friendly laws. In this episode, we speak with Ann Lipton, University of Colorado law professor and Lawrence W. Demuth Chair, to find out what's at stake in the fight for incorporations and if there's a risk for a race to the bottom in terms of shareholder accountability.
 
Read more:
Why Tesla’s Chinese Rival BYD Faces a Raft of Troubles
US Panel Probes Huawei Affiliate’s Presence on Nvidia Campus
 
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Elon Musk's Pay Package and the Threat to the Delaware Corporation

Almost everything we buy nowadays has been in a box at some point. Goods are shipped in boxes. Products ordered online arrive at our doorstep in boxes. Boxes are so ubiquitous that some strategists use them as an unconventional macroeconomic indicator to gauge retail spending. Now, shipments of boxes are falling dramatically. At the same time, prices for boxes have actually been going up. So, what's going on? And what does it suggest about the health of the US consumer and the broader economy? In this episode, we speak with Ryan Fox, containers and packaging analyst for Bloomberg Intelligence. We talk about the box industry overall, how companies choose their packaging, and what makes the perfect box.
 
Read more:
Lula, Xi Decry Tariffs and Urge BRICS Unity Amid Trump Threats
What Declining Cardboard Box Sales Tell Us About the US Economy
 
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The Cardboard Boxpocalypse and the State of the US Economy

Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need to get the disaster state right. Plus, insurance of any sort is costly. This means tail risk hedging is far from a trivial exercise. On this episode, we talk to someone who's been working on the problem for a long time. Vineer Bhansali is the CIO and founder of LongTail Alpha, which works to develop hedging implementations to prevent against left tail outcomes. Bhansali, who started off as an academic physicist before going to Wall Street, talks to us about options theory, the role of quantitative techniques, the time he won big in Liar's Poker, and why he perceives the loss of Fed independence as the biggest risk right now.
 
Read more:
Wall Street Rallies as Fed Gets All-Clear to Cut: Markets Wrap
Gold Surpasses Inflation-Adjusted Record High Set in 1980
 
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

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Vineer Bhansali on Losing Fed Independence as the Biggest Tail Risk Right Now

In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chairman of Goldman Sachs. We discuss his views on the rate path, and why he does not see the Fed cutting by 50 bps at the next meeting. We also discuss the general macroeconomic environment, the US vs. China AI race, and why he sees globalization on the march — except it's happening without the US.

Odd Lots is coming to Chicago for a live episode! Get your tickets here

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

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Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US

The recent parade in Beijing once again raised questions about the relative strengths of the US and Chinese militaries. Meanwhile, because of recent global conflicts (including the clash between Indian and Pakistan earlier this year), we've gotten fresh data on how certain hardware actually holds up on the battlefield or in the skies. Separately, China is known to be working on a new 6th generation fighter for which some video has been shown. So who is ahead in terms of both cutting edge technology and also defense production at scale? And what does it even mean to have air superiority -- or even air "supremacy" when we're talking about modern warfare? On this episode, we speak with Kelly Grieco, senior fellow at the Stimson Center about the state of the two air forces.
 
More: Here’s the Military Hardware China Showed Off at Xi’s Parade

Odd Lots is coming to Chicago for a live episode! Get your tickets here

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What China's Military Parade and Newest Jets Tell Us About the Battle For Air Supremacy

For this week’s episode of Bloomberg’s Everybody’s Business, Joe Wiesenthal joins Max Chafkin and Stacey Vanek Smith to fact check President Trump’s recent claim that the “stock market needs the tariffs, they want the tariffs." Is it actually possible to tell how markets feel about tariffs? Do the markets even know themselves? The trio dives deep.
 
Also on this episode, journalist and cultural commentator Sam Sanders of the Sam Sanders Show unpacks the lessons Hollywood is learning from its latest unexpected success: Netflix's mega-viral KPop Demon Hunters. And, finally, Stacey explain why—love them or hate them—tariffs are making your pumpkin spice latte (not to mention any pumpkin spice cat litter you happen to buy this fall) more expensive.
 
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Everybody's Business: The Business of KPop Demon Hunters

Apple's recent revenue warning reminded the world of how exposed the company is to China, and in particular its factories. As the coronavirus continues to shutter huge swaths of the Chinese economy, this is a potential risk for numerous companies beyond just Apple. On this week's Odd Lots podcast, we speak with Dan Wang, a China tech industry analyst at Gavekal Dragonomics about how this, along with pressure on Huawei, are putting extraordinary pressure on the Chinese supply chain.

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This Is What The Coronavirus Means For The Chinese Supply Chain

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