Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes—with help from our experts across the newsroom.

We're dropping into your feed with a special episode featuring Joe Weisenthal, co-host of Bloomberg’s Odd Lots podcast, who joined us while in London.

In this episode: The near-daily shifts in U.S. trade policy have rattled markets and made both businesses and consumers uneasy about spending. What kind of damage does all this uncertainty cause to the economy? And is it something we’ll eventually get used to? Joe joins Stephen Carroll to break it all down.

Like what you hear? Subscribe to the Here’s Why podcast for more quick, expert-driven explainers available via the links below every Friday. 
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RSS feed

Here's Why is Bloomberg&rsquo;s short explainer podcast, where we take one big news story and break it down in just a few minutes&mdash;with help from our experts across the newsroom.
We're dropping into your feed with a special episode featuring Joe Weisenthal, co-host of Bloomberg&rsquo;s Odd Lots podcast, who joined us while in London.
In this episode: The near-daily shifts in U.S. trade policy have rattled markets and made both businesses and consumers uneasy about spending. What kind of damage does all this uncertainty cause to the economy? And is it something we&rsquo;ll eventually get used to? Joe joins Stephen Carroll to break it all down.
Like what you hear? Subscribe to the Here&rsquo;s Why podcast for more quick, expert-driven explainers available via the links below every Friday.&nbsp;
<ul>
<li><a href="https://podcasts.apple.com/us/podcast/bloomberg-intelligence/id1479610314">Apple Podcasts</a></li>
<li><a href="https://open.spotify.com/show/6dajvfHUjw7HaFot0BoNNu">Spotify</a></li>
<li><a href="https://tunein.com/podcasts/Business--Economics-Podcasts/Bloomberg-Intelligence-p1534210/">TuneIn</a></li>
<li><a href="https://iheart.com/podcast/100443721">iHeart</a></li>
<li><a href="https://omny.fm/shows/here-is-why/playlists/podcast.rss">RSS feed</a></li>
</ul>

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.

Here's Why Uncertainty Is An Economic Killer

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6483aa91-bb5b-4ec0-a7d2-b2c200af8235/transcript

A year ago, all of the talk was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a dominant idea in the markets is that AI is so powerful that all kinds of legacy businesses — particularly software — could go to zero. So where does the truth lie? And what now for AI valuations? On this episode, recorded live at the On Air podcast festival in Brooklyn on February 25, we catch up again with Henry Blodget, the former Wall Street analyst turned Business Insider CEO, who is now the founder of Regenerator. In a wide-ranging conversation, Henry argues against the software doom scenario, and sees problems for OpenAI as it faces massive spending costs with stiff competition.

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Join the conversation: discord.gg/oddlots

A year ago, <a href="https://www.bloomberg.com/news/audio/2025-05-05/henry-blodget-on-the-ai-and-dot-coms-booms-odd-lots-podcast">all of the talk</a> was about how the big AI companies were wildly overvalued. Everyone was calling it a bubble. Fast forward to now, and a dominant idea in the markets is that AI is so powerful that all kinds of legacy businesses &mdash; particularly software &mdash; could go to zero. So where does the truth lie? And what now for AI valuations? On this episode, recorded live at the On Air podcast festival in Brooklyn on February 25, we catch up again with Henry Blodget, the former Wall Street analyst turned Business Insider CEO, who is now the founder of Regenerator. In a wide-ranging conversation, Henry argues against the software doom scenario, and sees problems for OpenAI as it faces massive spending costs with stiff competition.
<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>

Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1539622b-e41c-4e30-9bda-b4050183dfff/transcript

With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anything to get through the Strait of Hormuz. But it’s not just oil that moves through this key waterway — there are plenty of other goods, including metals and ingredients for fertilizer getting potentially constrained. It’s also not just the risk of violence itself that’s an issue for shipping companies, there’s also the question of how cargoes get insured. On this episode of the podcast, we speak with return guests Anton Posner and Margo Brock, co-founders of the Mercury Group, which helps dry bunk clients solve issues related to logistics, transportation and insurance. They discuss what’s actually happening on the ground, surging insurance rates, and how shippers and carriers are dealing with the chaos.

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

With war breaking out in Iran, the price of oil is surging, in part due to the destruction of oil energy infrastructure, but also the ability of anything to get through the Strait of Hormuz. But it&rsquo;s not just oil that moves through this key waterway &mdash; there are plenty of other goods, including metals and ingredients for fertilizer getting potentially constrained. It&rsquo;s also not just the risk of violence itself that&rsquo;s an issue for shipping companies, there&rsquo;s also the question of how cargoes get insured. On this episode of the podcast, we speak with return guests Anton Posner and Margo Brock, co-founders of the Mercury Group, which helps dry bunk clients solve issues related to logistics, transportation and insurance. They discuss what&rsquo;s actually happening on the ground, surging insurance rates, and how shippers and carriers are dealing with the chaos.
<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>

Lots More on the Seaborne Chaos Around the Strait of Hormuz

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f93d9375-70e2-4aa9-86c4-b404016214e2/transcript

Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it through the 2008 financial crisis. In his new memoir, Streetwise: Getting To and Through Goldman Sachs, he writes about his journey from public housing in Brooklyn to the pinnacle of Wall Street. So what's he up to now? And how does he see markets and finance today? In this episode, we talk about deglobalization and Wall Street, the threats AI and tech pose to investment banking, risk management in private credit, and rich people's attitudes towards taxes. Plus, Lloyd shares some of what he left out of the book and he explains why he doesn't tweet more.

Read more:
Goldman’s Solomon Is Watching for ‘Frothiness’ in Private Credit
Private Market Titans Warn of Pain as Credit Cracks Widen

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

Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it through the 2008 financial crisis. In his new memoir, Streetwise: Getting To and Through Goldman Sachs, he writes about his journey from public housing in Brooklyn to the pinnacle of Wall Street. So what's he up to now? And how does he see markets and finance today? In this episode, we talk about deglobalization and Wall Street, the threats AI and tech pose to investment banking, risk management in private credit, and rich people's attitudes towards taxes. Plus, Lloyd shares some of what he left out of the book and he explains why he doesn't tweet more.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-03-04/goldman-s-solomon-eyes-private-credit-portfolios-for-frothiness?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">Goldman&rsquo;s Solomon Is Watching for &lsquo;Frothiness&rsquo; in Private Credit</a> <a href="https://www.bloomberg.com/news/articles/2026-03-03/private-market-titans-warn-of-coming-pain-as-credit-cracks-widen?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">Private Market Titans Warn of Pain as Credit Cracks Widen</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>

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b26130d7-356b-4ae1-90f2-b4040041865c/transcript

Here's Why Uncertainty Is An Economic Killer

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