What Wall Street Really Thinks About the AI Trade Now
Episode Date: October 29, 2026It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and ear...
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday
1288 episodes transcribedIt has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and ear...
It's obvious that things are getting more expensive, and there are plenty of reasons behind the surge in prices — whether it's wars or inflation...
Richard Mott's first foray into hospitality was in the 1980s at the University of Chicago, where he started running a coffee shop in the basement of t...
In 1776, the field of economics was born with the publication of Adam Smith's The Wealth of Nations. And among the book's earliest readers, and most a...
In September, Gallup released a poll that showed that 43% percent of Americans viewed socialism positively, the highest approval since Gallup began th...
The third and last episode from our Chicago live show is with James Robinson, a professor at the University of Chicago and a recipient of the 2024 Nob...
The Commodity Futures Trading Commission was practically brand new when Terry Duffy started working at CME Gropu almost five decades ago, and over the...
When we spoke to Don Wilson, founder and CEO of DRW, in Chicago last year, he told us he wanted to build a market for GPUs that would eventually be bi...
History is littered with ideas that have been tossed aside, only for them to gain relevance at some later date. Think of Moby-Dick: forgotten in Melvi...
Just about everyone is worried about what is going on in France right now: the country's public finances are in sorry shape and there are fears that t...
Traders and market watchers around the world started talking about a crypto platform called Hyperliquid earlier this year, when speculators used marke...
Since the Hugging Face incident, concerns over AI doomsday scenarios has entered the mainstream. But of course, some people have been warning about th...
Last month, OpenAI announced that it had produced an AI-generated proof for the Navier-Stokes problem, one of the most famous unsolved questions in ma...
In so many conversations, there's a widespread view that Europe is falling behind. Or it's in trouble. It has been two years since the publication of...
We all know that US Treasury yields have been surging, alongside bond yields all around the world. So what explains the selloff and does this mean tha...
Fuel is a huge expense for airlines, and even on a good day, jet fuel prices are pretty volatile. Throw in two major wars now effecting energy infrast...
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many...
Bill McBride did not just predict the 2008 housing bubble, he helped invent financial blogging with his Calculated Risk newsletter. Zach Lasry, meanwh...
Is Hollywood just screwed? Writers are earning less. There are fewer shoots taking place in Los Angeles. And people are freaked out about AI. But acco...
Social media is really strange these days: Increasingly, our feeds are starting to look uncanny, as AI slop proliferates all over the Internet. And fo...