• Summary

  • Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

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Episodes
  • What the Nuclear Power Revival Means for the Price of Uranium
    Nov 1 2024

    There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of energy, and therefore this crucial commodity will end up being a huge winner. And over the last several years, the price has gone up substantially. But what are the economics of the uranium market? And how sensitive is it to some of these power plants that are reopening? On this episode, we speak with commodities guru Bob Brackett, head of Americas energy and transition at Bernstein Research. Bob knows everything about just about every commodity under the sun, so in addition to talking uranium, we get an update on lithium, gold, silver, oil, and more.

    Previously: The Three Big Things Driving the Nuclear Energy Revival

    See omnystudio.com/listener for privacy information.

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    45 mins
  • Years of Restrictions Didn't Slow China's Quest for Tech Dominance
    Oct 31 2024

    In 2015, China identified several key industries of the future for which it aimed to compete at the technological frontier. The 'Made in China 2025' plan included expansion in things like EVs, solar power, batteries, semiconductors, AI, and drones. But now, 2025 is almost here and China's progress has been remarkable across several of these categories. In fact, it's the world leader in some of these industries (like EVs and solar), and it's catching up in others. In this episode we speak with Bloomberg News reporter, Rebecca Choong Wilkins, as well as Gerard DiPippo, senior geoeconomics analyst at Bloomberg Economics. The two of them were part of a team that took a major look at the status of Made In China 2025 (a name that isn't really even used that much anymore). We discuss how much progress China has made despite efforts from the US over the last several years to impede its ambitions, and how it's judging the success of the program.

    Read More:
    US Efforts to Contain Xi’s Push for Tech Supremacy Are Faltering
    How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio

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    42 mins
  • Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.
    Nov 1 2024

    China is making steady progress in its quest to dominate key industries of the future, despite years of US tariffs, export controls and sanctions.

    Check out this special episode of Bloomberg's Big Take Asia podcast, as hosts K. Oanh Ha talks to Bloomberg News correspondent Rebecca Choong Wilkins about how the US is struggling to curb Beijing’s technological advances, and whether the upcoming presidential election could change the dynamic.

    Then come back on Thursday, as Rebecca joins the next episode of Odd Lots -- along with Bloomberg economic analyst Gerard DiPippo -- to take a further look at the ongoing tech rivalry between the US and China.

    Read more:
    The Big Take: Efforts to Contain Xi’s Push for Tech Supremacy Are Faltering

    See omnystudio.com/listener for privacy information.

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    15 mins

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Excellent Discussion and Topic

Very informative. Actually, it was a fascinating discussion. It is a catalyst for much thought on the future of warehousing and logistics outsourcing.

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Excellent discussion

This was a really good discussion of some of the basic psychology and micro economics at play in the crypto market, and markets more broadly.

Sam Bankman-Fried’s realness is always refreshing.

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