Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era
Episode Date: December 6, 2024In the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capital as well as cheap compute. Fast forward to today,...
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
1219 episodes transcribedIn the 2010s, we saw an incredible boom in the venture capital space, fueled in part by cheap capital as well as cheap compute. Fast forward to today,...
For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind this was simple: bonds tend to go up when stocks...
It's trite to say that there is a high degree of uncertainty right now, for macro forecasters and investors. It also happens to be true. The new admin...
The election of Donald Trump, with his promise of more tariffs and a much tighter stance on immigration is a source of major macro uncertainty. To som...
When it comes to credit investing (or really any investing), there's an analytic art in deciding the right price to pay for a security. But often that...
In the Zirp era of the mid-2010s, credit markets were booming and investors were clamoring for anything that would produce yield. So they were willing...
For years, the Harvard Endowment has easily been the largest endowment of any university. But as of right now, it's at risk of losing its crown to the...
How did China become the economic behemoth that it is today? One pivotal moment was, obviously, it's ascension into the WTO. Prior to that, the era of...
After his victory, Donald Trump announced that Elon Musk and Vivek Ramaswamy would be leading up a new Department of Government Efficiency in order to...
In the final episode of our special three-part series exploring the US economy through the chicken industry, we’re taking a look at market competition...
The Odd Lots team is analyzing the US economy through the lens of chicken. In this second episode of our special three-part series, we look at the bir...
Everybody loves chicken. And, it turns out, that this humble bird can tell us quite a lot about the way the world works. In this three-part series, th...
Last week the Federal Reserve opted to cut interest rates by 25 basis points, which was what the market expected it to do. But things get more uncerta...
In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a uniqu...
Over the last roughly 15 years, we've seen a migration of certain types of risks outside of regulated deposit-taking banks. Private credit has boomed,...
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...
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 inter...
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...
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 w...
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 r...