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
1231 episodes transcribedRetail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amoun...
We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction...
Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevanc...
In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their...
There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material p...
In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own...
We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no...
The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year...
The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial s...
China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being...
We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam...
There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme question...
Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a...
An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict h...
When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working...
Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z....
The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiqui...
In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting mo...
When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sour...
Prediction markets that enable you to bet on pretty much everything are everywhere nowadays. But there's still a big question over whether they can ex...
