For years, the key to beating the stock market was to invest a lot in the big tech stocks like Facebook and Apple. But in 2018, they stumbled hard, amid a general selloff in the market, concerns about their growth potential, and concerns about regulation out of DC. So what's next for them? On this week's episode, we spoke to Leigh Drogen, the founder and CEO of Estimize, a site that gathers buy-side earnings forecasts. Leigh has a great feel for the business models of each company, and the challenges and opportunities that they face.

For years, the key to beating the stock market was to invest a lot in the big tech stocks like Facebook and Apple. But in 2018, they stumbled hard, amid a general selloff in the market, concerns about their growth potential, and concerns about regulation out of DC. So what's next for them? On this week's episode, we spoke to Leigh Drogen, the founder and CEO of Estimize, a site that gathers buy-side earnings forecasts. Leigh has a great feel for the business models of each company, and the challenges and opportunities that they face.

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.

Understanding The Big Tech Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/660aab37-188d-480c-8c8c-ae270056972e/transcript

We don't need to tell you that the midterm elections were historic: The Democrats won bigger than even they imagined. But as the dust settles, an open question we are puzzling over is the market's ongoing reaction to this massive political sea change. Democratic control of Congress — and control over a number of formerly red statehouses, like Texas and Iowa — will influence everything from the composition of the FOMC to data center construction. And what we're seeing right now, with stocks like Tesla and SpaceX tumbling, is a direct response to these conditions. To get a better sense of this macro moment, we turn to Odd Lots regular, Employ America's executive director Skanda Amarnath to talk about how the midterms will influence the Fed's battle with inflation, Elon Musk's political instincts, and what a Democratic majority means for the market, tariffs, and AI.

See Odd Lots live in NYC on Dec. 9. Tickets on sale!

We don't need to tell you that the midterm elections were historic: The Democrats won bigger than even they imagined. But as the dust settles, an open question we are puzzling over is the market's ongoing reaction to this massive political sea change. Democratic control of Congress &mdash; and control over a number of formerly red statehouses, like Texas and Iowa &mdash; will influence everything from the composition of the FOMC to data center construction. And what we're seeing right now, with stocks like Tesla and SpaceX tumbling, is a direct response to these conditions. To get a better sense of this macro moment, we turn to Odd Lots regular, Employ America's executive director Skanda Amarnath to talk about how the midterms will influence the Fed's battle with inflation, Elon Musk's political instincts, and what a Democratic majority means for the market, tariffs, and AI.
See Odd Lots live in NYC on Dec. 9. <a href="https://events.bloombergevents.com/event/OddLotsNYC/summary">Tickets on sale!</a>

The Macro Implications of the Blue Tsunami

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c08d0fcd-1882-43f3-a1e0-b4f9015cfb5c/transcript

When we last talked to James Bosworth, it seemed like an “orange wave” was going to take over Latin America and further realign the region’s interests with those of the Trump administration. But with Luiz Inacio Lula da Silva’s surprise victory in Brazil’s presidential election last month, and opposition leader María Corina Machado’s return to Venezuela, it now looks like the orange wave might be cresting. Bosworth — a non-resident fellow at the Stimson Center and the author of the Latin America Risk Report newsletter — comes back to the show to explain how Lula pulled off his upset win over Flavio Bolsonaro, the impact of Machado’s return to Venezuela, and why 2027 might further reshape the politics of Latin America.

See Odd Lots live in NYC on Dec. 9. Tickets on sale!

When we last talked to James Bosworth, it seemed like an &ldquo;orange wave&rdquo; was going to take over Latin America and further realign the region&rsquo;s interests with those of the Trump administration. But with Luiz Inacio Lula da Silva&rsquo;s surprise victory in Brazil&rsquo;s presidential election last month, and opposition leader Mar&iacute;a Corina Machado&rsquo;s return to Venezuela, it now looks like the orange wave might be cresting. Bosworth &mdash; a non-resident fellow at the Stimson Center and the author of the Latin America Risk Report newsletter &mdash; comes back to the show to explain how Lula pulled off his upset win over Flavio Bolsonaro, the impact of Machado&rsquo;s return to Venezuela, and why 2027 might further reshape the politics of Latin America.
See Odd Lots live in NYC on Dec. 9. <a href="https://events.bloombergevents.com/event/OddLotsNYC/summary">Tickets on sale!</a>

James Bosworth on What Comes After Lula's Stunning Win

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/468e99b6-7c28-4fc4-86d7-b4f8016f319d/transcript

Nate Silver tells us he is calling this midterms the “rock and a hard place election” — the background conditions are great for Democrats to win both the House and the Senate, but for that to come to pass, the party has to pull off some things that haven't happened in generations, like winning Texas. To believe that will happen requires a certain leap of faith, which is anathema to pollsters. Still, the polls generally believe Democrats are favored, but many professional pollsters would end up with egg on their face if the night does not go that way. Silver — the founder of Silver Bulletin — joins us today to discuss why popular narratives around polling error are wrong, prediction markets, why he doesn't think AI will replace pollsters, and what he is paying attention to tonight as the polls close.

Read more:
When Will We Know Who’s Won the Midterm Elections?
Trump’s DOJ Turns to Supreme Court in California Ballot Case

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

Nate Silver tells us he is calling this midterms the &ldquo;rock and a hard place election&rdquo; &mdash; the background conditions are great for Democrats to win both the House and the Senate, but for that to come to pass, the party has to pull off some things that haven't happened in generations, like winning Texas. To believe that will happen requires a certain leap of faith, which is anathema to pollsters. Still, the polls generally believe Democrats are favored, but many professional pollsters would end up with egg on their face if the night does not go that way. Silver &mdash; the founder of Silver Bulletin &mdash; joins us today to discuss why popular narratives around polling error are wrong, prediction markets, why he doesn't think AI will replace pollsters, and what he is paying attention to tonight as the polls close.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-11-02/when-will-we-know-who-s-won-the-midterm-elections?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">When Will We Know Who&rsquo;s Won the Midterm Elections?</a> <a href="https://www.bloomberg.com/news/articles/2026-11-02/trump-s-doj-turns-to-supreme-court-in-california-ballot-clash?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&rsquo;s DOJ Turns to Supreme Court in California Ballot Case</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>

An Election Day Special With Nate Silver

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d41f02c-cfbb-4d5d-9940-b4f6012379c2/transcript

Understanding The Big Tech Stocks

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