On September 19, 2019, Odd Lots hosted its first-ever live event at the WNYC Greene Space in downtown New York City. With an all-star lineup of guests, the show featured convicted white-collar criminal Sam Antar, a panel on sovereign debt with Lee Buchheit and Brad Setser, and a discussion on MMT with Stephanie Kelton. We even had a surprise guest, SPY kid Kevin McGrath, not to mention two musical acts: country-singing economist Merle Hazard and a performance by Joe himself. 

Be sure to check out videos from the event on Bloomberg's Markets and Finance channel on YouTube. 

On September 19, 2019, Odd Lots hosted its first-ever live event at the WNYC Greene Space in downtown New York City. With an all-star lineup of guests, the show featured convicted white-collar criminal Sam Antar, a panel on sovereign debt with Lee Buchheit and Brad Setser, and a discussion on MMT with Stephanie Kelton. We even had a surprise guest, SPY kid Kevin McGrath, not to mention two musical acts: country-singing economist Merle Hazard and a performance by Joe himself. Be sure to check out videos from the event on Bloomberg's <a href="https://www.youtube.com/channel/UCIALMKvObZNtJ6AmdCLP7Lg">Markets and Finance</a> channel on YouTube.

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.

The Odd Lots Variety Show

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d7a7ea73-7848-4412-92ed-ae270052ed69/transcript

The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that require some hands-on investigating to figure out. Aiden Johnson is co-founder and CEO of the HayWire newsletter, which aims to make the hay market more transparent: He and co-founder Cole Glasgow use an AI model to mine public data sources — like USDA reports on auction prices across different regions — to produce a weekly newsletter on the hay market. On this episode, we speak with Johnson as he explains why he chose hay over other kinds of markets, how HayWire was made possible through vibecoding, networking with hay farmers, why the ROI of owning a horse is dropping with hay prices spiking, and why hay demand keeps on tightening.

The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this &mdash; scrap metal for instance &mdash; that require some hands-on investigating to figure out. Aiden Johnson is co-founder and CEO of the HayWire newsletter, which aims to make the hay market more transparent: He and co-founder Cole Glasgow use an AI model to mine public data sources &mdash; like USDA reports on auction prices across different regions &mdash; to produce a weekly newsletter on the hay market. On this episode, we speak with Johnson as he explains why he chose hay over other kinds of markets, how HayWire was made possible through vibecoding, networking with hay farmers, why the ROI of owning a horse is dropping with hay prices spiking, and why hay demand keeps on tightening.

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3cfa0968-658f-4cce-a2df-b466015e5042/transcript

In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce is spiking all over the place. So what's driving the price spike? And what can tomatoes teach us teach about America's political economy including changes in trade and tariffs? Our guest today is Jacob Krempel, senior vice president of procurement and merchandising at the wholesale food distributor Baldor, and an expert in securing fresh produce. We talk to him about where America's tomato supply actually comes from, why consumers are paying more and more, how restaurants navigate price fluctuations, and the influx of novel new tomato varieties.

Read more:
The Recipe for a Power Restaurant Has Changed
The Latest Snack Innovations Are Basically Just Creamsicles and Chex Mix

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

In April, the price of tomatoes was around $2.69 per pound &mdash; the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce is spiking all over the place. So what's driving the price spike? And what can tomatoes teach us teach about America's political economy including changes in trade and tariffs? Our guest today is Jacob Krempel, senior vice president of procurement and merchandising at the wholesale food distributor Baldor, and an expert in securing fresh produce. We talk to him about where America's tomato supply actually comes from, why consumers are paying more and more, how restaurants navigate price fluctuations, and the influx of novel new tomato varieties.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-06-10/new-york-power-dining-restaurant-scene-gains-new-entry-for-social-media-age?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">The Recipe for a Power Restaurant Has Changed</a> <a href="https://www.bloomberg.com/news/articles/2026-06-10/food-companies-turn-to-nostalgia-to-drive-sales?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">The Latest Snack Innovations Are Basically Just Creamsicles and Chex Mix</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>

Why Tomatoes Are the Most Expensive They've Been in Four Decades

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bb971e9b-4530-4ff9-bd68-b46500d94544/transcript

When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But three years later, things look pretty different. CoreWeave IPOed and has been raising money in the bond market too, as well as signing more deals with chipmaker Nvidia. In fact, investors have basically been throwing money at all-things-AI. But there are persistent bottlenecks to further growth. Chip supply is still scarce, but so are transformers and electricity. In this episode, we catch up with Brannin on everything he's seeing in the market for compute right now, including leases, Nvidia's new Vera Rubin systems, demand for training versus inference, and the possibility of standardizing the market for compute.

Read more:
Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips
Broadcom Slides Most Since January 2025 on AI Outlook Miss

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

When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But three years later, things look pretty different. CoreWeave IPOed and has been raising money in the bond market too, as well as signing more deals with chipmaker Nvidia. In fact, investors have basically been throwing money at all-things-AI. But there are persistent bottlenecks to further growth. Chip supply is still scarce, but so are transformers and electricity. In this episode, we catch up with Brannin on everything he's seeing in the market for compute right now, including leases, Nvidia's new Vera Rubin systems, demand for training versus inference, and the possibility of standardizing the market for compute.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-06-05/trump-officials-worry-us-loophole-let-chinese-firms-buy-nvidia-blackwells?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">Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips</a> <a href="https://www.bloomberg.com/news/articles/2026-06-03/broadcom-outlook-disappoints-investors-seeking-ai-fueled-blowout?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">Broadcom Slides Most Since January 2025 on AI Outlook Miss</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>

How CoreWeave Sees the Market for Compute Right Now

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/450514c3-2648-49a8-9794-b46000d1738a/transcript

The Odd Lots Variety Show

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