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
1221 episodes transcribedWhen Silicon Valley Bank imploded, there was a lot of talk about the future of regional and community banks in the United States. Can they compete wit...
Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about an imminent collapse in the US housi...
Artificial Intelligence is all the rage right now and most of the investor excitement has so far been focused on the companies providing the hardware...
We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies perceived as being the winners of this new...
Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity, which have been...
Due to a combination of drought, climate change and booming growth, Arizona is facing looming water scarcity. But for all the sprawl and population in...
Richard Koo literally wrote the book on balance sheet recessions, or the idea that large levels of debt can weigh on future growth for years and even...
Big cities like New York have two real estate problems. Housing is scarce and office buildings are empty (or at least under-utilized.) So there would...
President Biden recently made it clear that what we're seeing play out in the economy now is the result of "Bidenomics." The current expansion has def...
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's larges...
Zoltan Pozsar has built a reputation for covering the intricacies of money markets. For the past eight years, he published those insights as a strateg...
When the pandemic struck in 2020, the actor Ben McKenzie (who you might know from The OC and Gotham) had a lot of time on his hands. And like a lot of...
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to come down from "noseb...
Saudi Arabia has been spending hundreds of millions of dollars snapping up international soccer stars in recent months, including legendary players li...
We're used to thinking of modern finance as practically synonymous with computers. Banks are basically just big collections of Excel spreadsheets, kee...
De-dollarization is all the rage right now, with lots of talk about whether the US currency will be able to maintain its dominant status in the global...
Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis in a trade immortalized by Michael Lewis in The Bi...
There are all kinds of societal concerns emerging out of the rise of artificial intelligence. Will it put us all out of work? Will fraudsters be able...
There's a lot of frustration about the government's ability to build things in the US. Subways. Bridges. High-speed rail. Electricity transmission. Bu...
A lot has happened since we last spoke to Brad Setser in April 2020, towards the beginning of the Covid-19 pandemic. For a start, Setser was appointed...
