Today's episode is a special edition of Bloomberg's Big Take DC podcast, featuring an interview with our own Joe Weisenthal and Tracy Alloway. They spoke to Big Take host Saleha Mohsin of Bloomberg News, about how the US has managed to avoid a recession — and whether the Federal Reserve’s decisions were based on reliable data. It also features an interview with Claudia Sahm, an ex-Fed economist and contributor to Bloomberg Opinion. To hear more from Big Take DC, subscribe to their show.

Today's episode is a special edition of Bloomberg's Big Take DC podcast, featuring an interview with our own Joe Weisenthal and Tracy Alloway. They spoke to Big Take host Saleha Mohsin of Bloomberg News, about how the US has managed to avoid a recession — and whether the Federal Reserve’s decisions were based on reliable data. It also features an interview with Claudia Sahm, an ex-Fed economist and contributor to Bloomberg Opinion. To hear more from Big Take DC, subscribe to their show.

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

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

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

On Bloomberg&rsquo;s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

Big Take DC: Economists May Be Using Bad Data to Make Big Decisions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cd27e5cf-71e0-4e83-89e8-b1060167493f/transcript

Nvidia CEO Jensen Huang’s extramarital relationship with a woman named Alice Huang, whom US intelligence reportedly identified as a Chinese intelligence asset, is one of the biggest stories in the world right now. Bloomberg News tech reporter Mackenzie Hawkins has been paying close attention to Megaspeed, the Singapore-based neocloud that Alice Huang was a former executive at — and one of Nvidia’s largest buyers of chips in Southeast Asia. Hawkins is an expert when it comes to the geopolitics of chips, and she tells us that the story that blew up in the last week has been brewing for a while. The US government was investigating suspected chip diversion involving Megaspeed as early as last year. (Megaspeed denies wrongdoing and Nvidia says it found no evidence of chip smuggling.) On this episode, we talk to Hawkins about how she and our Bloomberg News colleagues began investigating Megaspeed and its relationship to Nvidia, the raging debate in Washington over chip export controls, and the incredibly sophisticated and opaque mechanics of chip smuggling itself.


Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. bloomberg.com/subscriptions/oddlots

Nvidia CEO Jensen Huang&rsquo;s extramarital relationship with a woman named Alice Huang, whom US intelligence reportedly identified as a Chinese intelligence asset, is one of the biggest stories in the world right now. Bloomberg News tech reporter Mackenzie Hawkins has been paying close attention to Megaspeed, the Singapore-based neocloud that Alice Huang was a former executive at &mdash; and one of Nvidia&rsquo;s largest buyers of chips in Southeast Asia. Hawkins is an expert when it comes to the geopolitics of chips, and she tells us that the story that blew up in the last week has been brewing for a while. The US government was investigating suspected chip diversion involving Megaspeed as early as last year. (Megaspeed denies wrongdoing and Nvidia says it found no evidence of chip smuggling.) On this episode, we talk to Hawkins about how she and our Bloomberg News colleagues began investigating Megaspeed and its relationship to Nvidia, the raging debate in Washington over chip export controls, and the incredibly sophisticated and opaque mechanics of chip smuggling itself.
 Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-link-cookie="1" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>

What Nvidia's Megaspeed Scandal Is Really All About

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9390c1d9-8076-46f9-89ef-b500001b8ce0/transcript

Even before the US midterms, the AI trade was weakening. Just look at all the headlines from October in the hedge fund world — it was one of the bloodiest periods the industry has faced in recent memory. Now, after the blue wave, things continue to look uncertain. So what's going to happen with the AI buildout now? And what about the big Anthropic IPO? Today's episode is a two-parter, one that examines both the hedge fund carnage of the last few weeks and the broader macro conditions we find ourselves in after the midterm elections. We speak with two of our Bloomberg News colleagues — Nishant Kumar, chief correspondent for hedge funds, and macro strategist Michael Ball — and they help lay out why October was a historic month for hedge funds and what they are paying attention to now as jitters from the AI trade continue to work their way through the market.

Read more: Crowded Hedge Fund Trades Unwind Fast After Ugly October

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. bloomberg.com/subscriptions/oddlots

Even before the US midterms, the AI trade was weakening. Just look at all <a href="https://www.bloomberg.com/news/articles/2026-11-06/crowded-hedge-fund-trades-are-unwinding-fast-after-ugly-october">the headlines from October in the hedge fund world</a> &mdash; it was one of the bloodiest periods the industry has faced in recent memory. Now, after the blue wave, things continue to look uncertain. So what's going to happen with the AI buildout now? And what about the big Anthropic IPO? Today's episode is a two-parter, one that examines both the hedge fund carnage of the last few weeks and the broader macro conditions we find ourselves in after the midterm elections. We speak with two of our Bloomberg News colleagues &mdash; Nishant Kumar, chief correspondent for hedge funds, and macro strategist Michael Ball &mdash; and they help lay out why October was a historic month for hedge funds and what they are paying attention to now as jitters from the AI trade continue to work their way through the market. Read more: <a href="https://www.bloomberg.com/news/articles/2026-11-06/crowded-hedge-fund-trades-are-unwinding-fast-after-ugly-october">Crowded Hedge Fund Trades Unwind Fast After Ugly October</a>
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The Perfect Storm That Clobbered Hedge Funds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d50c15fb-6c5a-4836-89a2-b4fe0174107c/transcript

According to Joshua Goodman, trash collection in New York is one of the last services the city offers that is not yet touched by neoliberalism. What he means is that it's the last free and unlimited city service — there is no opt-in; it is not means tested. Goodman — who is the DSNY's deputy commissioner for public affairs and customer experience — tells us that the city deals with 24 million pounds of trash every day, and on today's podcast, he explains the logistical dance required to sort through all that garbage. We also get into why NYC produces less trash than you might think, the DSNY's new containerization program (and the new side-loading trucks they built in less than 18 months), and why recycling is not a scam.

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app. bloomberg.com/subscriptions/oddlots

According to Joshua Goodman, trash collection in New York is one of the last services the city offers that is not yet touched by neoliberalism. What he means is that it's the last free and unlimited city service &mdash; there is no opt-in; it is not means tested. Goodman &mdash; who is the DSNY's deputy commissioner for public affairs and customer experience &mdash; tells us that the city deals with 24 million pounds of trash every day, and on today's podcast, he explains the logistical dance required to sort through all that garbage. We also get into why NYC produces less trash than you might think, the DSNY's new containerization program (and the new side-loading trucks they built in less than 18 months), and why recycling is not a scam.
Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox, plus unlimited access to the site and app.&nbsp;<a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-link-cookie="1" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>

This Is How New York City Takes Out Its Trash

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/15e58d4b-0964-4cc7-a53b-b4fa01669ff2/transcript

Big Take DC: Economists May Be Using Bad Data to Make Big Decisions

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