The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

<a href="https://podcasts.apple.com/us/podcast/big-take/id1578096201">The Big Take</a> from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

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.

Listen Now: The Big Take

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/46dade6f-6a44-4bca-ada8-b13e0132d052/transcript

Copper demand is booming, with the metal surging another 15% this year. Copper demand has always been tightly linked to economic activity, but now it's in overdrive, thanks to data centers, electric cars, and the global push to reindustrialize everywhere. Copper prices are also rising because it's caught in the crossfire of trade wars and resource nationalism; the US is expected to place tariffs on the refined metal. According to today's guest, Robert Friedland, the founder and executive co-chairman of Ivanhoe Mines, we're not even close to having enough copper for what's coming. We talk to Friedland about opening and running copper mines around the world, and what he's learned in his 40-year long career in mining (which includes a cameo from Steve Jobs).

See Odd Lots live in Los Angeles!

Read more: Copper Steadies With Dip-Buying From Funds, Chinese Industry

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

Join the conversation: discord.gg/oddlots

Copper demand is booming, with the metal surging another 15% this year. Copper demand has always been tightly linked to economic activity, but now it's in overdrive, thanks to data centers, electric cars, and the global push to reindustrialize everywhere. Copper prices are also rising because it's caught in the crossfire of trade wars and resource nationalism; the US is expected to place tariffs on the refined metal. According to today's guest, Robert Friedland, the founder and executive co-chairman of Ivanhoe Mines, we're not even close to having enough copper for what's coming. We talk to Friedland about opening and running copper mines around the world, and what he's learned in his 40-year long career in mining (which includes a cameo from Steve Jobs).
See <a href="https://events.bloombergevents.com/event/ODDLOTSLA/summary">Odd Lots live in Los Angeles!</a> Read more: <a href="https://www.bloomberg.com/news/articles/2026-09-11/copper-heads-for-weekly-loss-as-doubts-on-us-tariffs-intensify?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Copper Steadies With Dip-Buying From Funds, Chinese Industry</a>
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 Join the conversation: discord.gg/oddlots

Robert Friedland on the World's Monumental Shortage of Copper

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/84e5f9f2-bff2-403b-bb41-b4c20134a223/transcript

Greg Jensen was one of the earliest backers of both OpenAI and Anthropic, and at Bridgewater Associates, where he is the managing chief investment officer, he leads the hedge fund’s AI strategy. As an early adopter of the technology, he has a lot of thoughts on where things stand right now in terms of model capability and safety, as well as the broader economic impacts of AI. Just recently, he published an op-ed in the New York Times that proposes a “token tax,” to help mitigate the job losses that AI might cause. (Bridgewater predicts as much as 18% of US jobs might be displaced in five years.) We last spoke with Jensen in 2023, and so much of what we discussed then (like AI hallucinations) seems quaint now that models have come so far — capable of lying, cheating, and much worse. On this episode, Jensen tells us how Bridgewater is currently using AI, why there needs to be a stronger AI regulatory state, and why it feels like the AI discourse is starting to resemble the months before Covid-19 took over the world in 2020.

See Odd Lots live in Los Angeles!

Greg Jensen was one of the earliest backers of both OpenAI and Anthropic, and at Bridgewater Associates, where he is the managing chief investment officer, he leads the hedge fund&rsquo;s AI strategy. As an early adopter of the technology, he has a lot of thoughts on where things stand right now in terms of model capability and safety, as well as the broader economic impacts of AI. Just recently, he published an op-ed in the New York Times that proposes a &ldquo;token tax,&rdquo; to help mitigate the job losses that AI might cause. (Bridgewater predicts as much as 18% of US jobs might be displaced in five years.) We last spoke with Jensen in 2023, and so much of what we discussed then (like AI hallucinations) seems quaint now that models have come so far &mdash; capable of lying, cheating, and much worse. On this episode, Jensen tells us how Bridgewater is currently using AI, why there needs to be a stronger AI regulatory state, and why it feels like the AI discourse is starting to resemble the months before Covid-19 took over the world in 2020. See <a href="https://events.bloombergevents.com/event/ODDLOTSLA/summary">Odd Lots live in Los Angeles!</a>

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b614da06-213b-4d27-ae05-b4c101309140/transcript

If you walk into a local pharmacy in New York City, more likely than not, lots of the merchandise is locked behind closed doors as a measure to mitigate shoplifting. So how big is the “retail shrink” problem really? And why are stores willing to sacrifice customer experience to protect their inventory? According to today’s guest, the Home Depot’s VP of Asset Protection Scott Glenn, shoplifting is just the tip of the iceberg when it comes to retail theft. What is really bedeviling companies like the Home Depot is something called organized retail crime — heists by criminal outfits that seek to nab large quantities of merchandise that eventually ends up in the black market. Today, we speak with Glenn about the in-and-outs of organized retail crime, the retail shrink problem, and what stores are doing to bring down theft right now.

If you walk into a local pharmacy in New York City, more likely than not, lots of the merchandise is locked behind closed doors as a measure to mitigate shoplifting. So how big is the &ldquo;retail shrink&rdquo; problem really? And why are stores willing to sacrifice customer experience to protect their inventory? According to today&rsquo;s guest, the Home Depot&rsquo;s VP of Asset Protection Scott Glenn, shoplifting is just the tip of the iceberg when it comes to retail theft. What is really bedeviling companies like the Home Depot is something called organized retail crime &mdash; heists by criminal outfits that seek to nab large quantities of merchandise that eventually ends up in the black market. Today, we speak with Glenn about the in-and-outs of organized retail crime, the retail shrink problem, and what stores are doing to bring down theft right now.

The Rise of Organized Retail Crime at Big Box Stores

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ac7406bd-0582-4820-af93-b4c100274867/transcript

Listen Now: The Big Take

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