Marker 02

Marker 01

Bloomberg Surveillance comes to the Odd Lots podcast!  Listen for a special edition of Bloomberg Surveillance from the Federal Reserve's annual symposium in Jackson Hole, Wyoming. 

Hear more from Bloomberg Surveillance on Apple or Spotify.

Guests in this episode:
Mohamed El-Erian, President of Queens' College
Tracy Alloway, Co-Host of Odd Lots
Patrick Harker, President of the Federal Reserve Bank of Philadelphia
Kristalina Georgieva, Managing Director of the International Monetary Fund

<a href="https://omny.fm/shows/bloomberg-surveillance">Bloomberg Surveillance</a> comes to the Odd Lots podcast!  Listen for a special edition of Bloomberg Surveillance from the Federal Reserve's annual symposium in Jackson Hole, Wyoming.  Hear more from Bloomberg Surveillance on <a href="https://podcasts.apple.com/us/podcast/bloomberg-surveillance/id296237493">Apple </a>or <a href="https://open.spotify.com/show/7DozB6gTL0hnP97u8GIqYd">Spotify</a>. Guests in this episode: Mohamed El-Erian, President of Queens' College Tracy Alloway, Co-Host of Odd Lots Patrick Harker, President of the Federal Reserve Bank of Philadelphia Kristalina Georgieva, Managing Director of the International Monetary Fund

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

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

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday 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.

BONUS EPISODE:  Bloomberg Surveillance in Jackson Hole

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e16a8bc1-553b-4117-9185-b069010788a0/transcript

We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran launched drone strikes on data centers in the UAE and Bahrain. Israel has reportedly been hacking traffic lights in Tehran, and this week brought a suspected Iranian cyberattack on US medical device company Stryker, all underscoring long-held fears that hackers could take aim at vital physical infrastructure. On this episode, we speak with Matt Suiche, the legendary French hacker and founder of OnDB, a data infrastructure startup for agentic AI. We discuss what we know of Iran’s cyber capabilities, what digital warfare looks like today, and how AI is transforming coding and hacking.

Read more:
Stryker Remains Offline After Cyberattack Linked to Iran Group
Google to Provide Pentagon With AI Agents for Unclassified Work

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

Subscribe to the Odd Lots Newsletter
Join the conversation:discord.gg/oddlots

We tend to think of warfare in two distinct arenas: the physical and the digital. Increasingly, however, those lines are blurring. Last week, Iran launched drone strikes on data centers in the UAE and Bahrain. Israel has reportedly been hacking traffic lights in Tehran, and this week brought a suspected Iranian cyberattack on US medical device company Stryker, all underscoring long-held fears that hackers could take aim at vital physical infrastructure. On this episode, we speak with Matt Suiche, the legendary French hacker and founder of OnDB, a data infrastructure startup for agentic AI. We discuss what we know of Iran&rsquo;s cyber capabilities, what digital warfare looks like today, and how AI is transforming coding and hacking.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-03-11/medical-tech-firm-stryker-hacked-pro-iran-group-claims-credit?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Stryker Remains Offline After Cyberattack Linked to Iran Group</a> <a href="https://www.bloomberg.com/news/articles/2026-03-10/google-to-provide-pentagon-with-ai-agents-for-unclassified-work?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Google to Provide Pentagon With AI Agents for Unclassified Work</a>
Only <a href="http://Bloomberg.com" data-inline-card="" data-card-data="">http://Bloomberg.com</a> subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at&nbsp; <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">bloomberg.com/subscriptions/oddlots</a>
<a href="http://bloomberg.com/subscriptions/oddlots" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">discord.gg/oddlots</a>

Legendary Hacker Matt Suiche on Cyberwar in the Age of AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59308efc-3576-4375-8cf2-b40b00329583/transcript

We all know that the war with Iran has sent oil prices spiking. But it’s also pushing up the cost of all sorts of chemicals, including fertilizers like urea, ammonia and other nitrogen products that are essential for food production. This is all happening at the worst possible time — just before the spring planting season, when fertilizer is most needed. And while farmers have seen higher spot prices for things like urea before, notably back in 2022, there are already signs that this crisis might be worse. So how is fertilizer actually made? And what do higher fertilizer costs mean for farmers and for food prices? On this episode we speak with Alexis Maxwell, senior analyst on Bloomberg Intelligence's agriculture team.

Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots

We all know that the war with Iran has sent oil prices spiking. But it&rsquo;s also pushing up the cost of all sorts of chemicals, including fertilizers like urea, ammonia and other nitrogen products that are essential for food production. This is all happening at the worst possible time &mdash; just before the spring planting season, when fertilizer is most needed. And while farmers have seen higher spot prices for things like urea before, notably back in 2022, there are already signs that this crisis might be worse. So how is fertilizer actually made? And what do higher fertilizer costs mean for farmers and for food prices? On this episode we speak with Alexis Maxwell, senior analyst on Bloomberg Intelligence's agriculture team. <a href="http://bloomberg.com/subscriptions/oddlots" data-link-cookie="1" data-destination="http://bloomberg.com/subscriptions/oddlots">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-destination="https://discord.gg/oddlots">discord.gg/oddlots</a>

War in Iran Is Creating a Fertilizer Crisis Like Never Before

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4e5e7c1f-739e-4feb-b9ba-b409016c9734/transcript

Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even more extreme. And if the war is prolonged, or if the Strait of Hormuz continues to be functionally blocked, then this could just be the start of an even bigger spike. On this episode, we speak with Rory Johnston, the author of the Commodity Context newsletter. Rory is typically a very level headed guy, and not a doomer at all. And even he is quite alarmed. He says that the persistent closure of the Strait of Hormuz is such big disruption to contemplate that it’s typically used as the worse case scenario in industry thought experiments. He walks us through how oil could go to $200 a barrel or beyond, resulting in higher prices at the pump for American consumers, and perhaps significant shortages in the rest of the world.

Read more:
Trump Signals Possible End to War, Floats Removing Oil Sanctions
Venezuela Oil Buyer Says Its Cargo Is Sailing to Caribbean

Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots

Subscribe to the Odd Lots Newsletter
Join the conversation:discord.gg/oddlots

Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even more extreme. And if the war is prolonged, or if the Strait of Hormuz continues to be functionally blocked, then this could just be the start of an even bigger spike. On this episode, we speak with Rory Johnston, the author of the Commodity Context newsletter. Rory is typically a very level headed guy, and not a doomer at all. And even he is quite alarmed. He says that the persistent closure of the Strait of Hormuz is such big disruption to contemplate that it&rsquo;s typically used as the worse case scenario in industry thought experiments. He walks us through how oil could go to $200 a barrel or beyond, resulting in higher prices at the pump for American consumers, and perhaps significant shortages in the rest of the world.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-03-09/trump-insists-i-have-a-plan-as-oil-prices-surge-on-iran-war?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">Trump Signals Possible End to War, Floats Removing Oil Sanctions</a> <a href="https://www.bloomberg.com/news/articles/2026-03-09/venezuela-oil-shipment-booked-for-china-as-iran-roils-markets?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">Venezuela Oil Buyer Says Its Cargo Is Sailing to Caribbean</a>
Only <a href="http://bloomberg.com/" data-testid="inline-card-resolved-view">Bloomberg - Business News, Stock Markets, Finance, Breaking &amp; World News</a> subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at&nbsp; <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">bloomberg.com/subscriptions/oddlots</a>
<a href="http://bloomberg.com/subscriptions/oddlots" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-renderer-mark="true" data-is-router-link="false" data-testid="link-with-safety">discord.gg/oddlots</a>

Rory Johnston on How Oil Could Surge to Over $200 a Barrel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/592a7424-fc6f-48ed-a1c6-b4090032d552/transcript

BONUS EPISODE: Bloomberg Surveillance in Jackson Hole

In 1 playlist(s)

Odd Lots

Social links

Follow podcast

Recent clips