The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episode of Lots More, we speak to Stacy Rasgon of Bernstein Research and Mackenzie Hawkins of Bloomberg News to discuss the current struggles and future prospects for the company.

Mentioned in this episode: 
Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles
Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit

Only 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

The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episode of Lots More, we speak to Stacy Rasgon of Bernstein Research and Mackenzie Hawkins of Bloomberg News to discuss the current struggles and future prospects for the company. Mentioned in this episode: <a href="https://bloom.bg/3zRBoV2" data-destination="https://bloom.bg/3zRBoV2">Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles</a> <a href="https://bloom.bg/3zVFqf4" data-destination="https://bloom.bg/3zVFqf4">Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit</a>
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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.

Lots More on the Ongoing Mess That Is Intel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1caa065b-838a-46b3-aa46-b1fe01201f74/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.

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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>
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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

Last year, we had Robinhood CEO Vlad Tenev on the podcast to talk to us about his company's plans to tokenize shares of private companies. The idea is that retail investors want to participate in hot names like OpenAI and SpaceX, and that tokenizing private equity would allow this to happen. Right after our episode though, a number of companies expressed frustration at the idea, saying that they were not voluntarily participating in the plan. So where do things stand now? And how is Robinhood thinking about how it will play in the red hot prediction market space? On this episode, Vlad returns to talk about where things stand, and all of the company's new efforts to give retail traders even more instruments to use.

Read more:
Polymarket Bets on Iran War Show Limits of Prediction Markets for Wall Street
Robinhood Adds $695 ‘Actual’ Platinum Card to Compete With Amex

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

Last year, we had Robinhood CEO Vlad Tenev on the podcast to talk to us about his company's plans to tokenize shares of private companies. The idea is that retail investors want to participate in hot names like OpenAI and SpaceX, and that tokenizing private equity would allow this to happen. Right after our episode though, a number of companies expressed frustration at the idea, saying that they were not voluntarily participating in the plan. So where do things stand now? And how is Robinhood thinking about how it will play in the red hot prediction market space? On this episode, Vlad returns to talk about where things stand, and all of the company's new efforts to give retail traders even more instruments to use.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-03-06/iran-war-bets-on-polymarket-kalshi-are-cautionary-tale-for-wall-street?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">Polymarket Bets on Iran War Show Limits of Prediction Markets for Wall Street</a> <a href="https://www.bloomberg.com/news/articles/2026-03-05/robinhood-adds-695-actual-platinum-card-to-compete-with-amex?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">Robinhood Adds $695 &lsquo;Actual&rsquo; Platinum Card to Compete With Amex</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>
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Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/813df158-0443-4237-a6e8-b40700d8f3ff/transcript

Lots More on the Ongoing Mess That Is Intel

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