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 transcribedThis year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course,...
The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding model...
For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and p...
It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the ce...
We are rapidly entering a world in which there are odds on virtually everything. During the recent Super Bowl, the big prediction market platforms did...
Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past...
In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, priva...
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold &md...
The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some inte...
China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare...
In the 90s, there was a lot of talk about how the Internet would be a liberalizing force in the world. Bill Clinton famously predicted that it would b...
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power al...
Trump has announced that former Fed Governor Kevin Warsh is going to be his nominee to succeed Jerome Powell. The responses to the news are split amon...
The big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so...
The Trump administration says it wants to kick start private investment in Venezuela now that it's captured Maduro. And Ukraine is eventually going to...
One of the mega-themes of the economy is that the big keep getting bigger. You see it in technology, where the megacap software companies are outperfo...
We talk all the time about private credit. And we increasingly talk about it from the perspective of the AI buildout, and how all of these datacenters...
Earlier this week, we saw something unusual happen in markets. The S&P 500 fell 2%, US Treasury yields rose, and the dollar simultaneously decline...
In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latt...
One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually...
