Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippers and carriers dealing with North American freight are in a state of limbo, waiting to see how it all shakes out. In this episode, we speak with experienced freight broker Matt Silver, now the CEO of Cargado, a company that sells logistics software to businesses dealing with US-Mexico trade. We talk about the strategies being used right now, what's changing, what truckers are doing, and how all players may adapt to the new reality.

Read more:
Canada and Mexico, Early Trump Targets, Dodge the Worst of New Tariff Salvo
The Freight Recession Isn't Going Anywhere Now

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

Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippers and carriers dealing with North American freight are in a state of limbo, waiting to see how it all shakes out. In this episode, we speak with experienced freight broker Matt Silver, now the CEO of Cargado, a company that sells logistics software to businesses dealing with US-Mexico trade. We talk about the strategies being used right now, what's changing, what truckers are doing, and how all players may adapt to the new reality.
Read more: <a href="https://www.bloomberg.com/news/articles/2025-04-07/trump-tariffs-flexport-ceo-ryan-petersen-on-trade-impacts?srnd=phx-oddlots?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-testid="link-with-safety" data-renderer-mark="true">Canada and Mexico, Early Trump Targets, Dodge the Worst of New Tariff Salvo</a> <a href="https://www.bloomberg.com/opinion/articles/2025-04-07/can-t-afford-to-ignore-the-logistics-business-any-more?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-testid="link-with-safety" data-renderer-mark="true">The Freight Recession Isn't Going Anywhere Now</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 and Thursday. 

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 and Thursday.

What Tariffs Are Doing to North American Freight

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ea2995a-1dac-4a83-a81d-b2b900ec03c8/transcript

When we think about America’s economic rise, we usually point to agriculture or the industrial revolution. But in the early days of colonization, one of the biggest economic drivers wasn’t crops or factories — it was animal products. Deerskins were a booming trade that pushed hunters into new frontiers. In the early 1800s, beaver pelts became a fashion craze. And of course, later that century, we nearly hunted buffalo to extinction in another frenzy of resource extraction. On this episode, we talk to Steven Rinella, author and founder of MeatEater, about this overlooked chapter in US economic history, plus how the hunting economy functions today.

Read more:
USDA Lowers Cattle Price Outlook After Tyson Beef Plant Closure
RFK Jr. Eyes Single National Standard on Food Labeling and Safety

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

Join the conversation:discord.gg/oddlots

When we think about America&rsquo;s economic rise, we usually point to agriculture or the industrial revolution. But in the early days of colonization, one of the biggest economic drivers wasn&rsquo;t crops or factories &mdash; it was animal products. Deerskins were a booming trade that pushed hunters into new frontiers. In the early 1800s, beaver pelts became a fashion craze. And of course, later that century, we nearly hunted buffalo to extinction in another frenzy of resource extraction. On this episode, we talk to Steven Rinella, author and founder of MeatEater, about this overlooked chapter in US economic history, plus how the hunting economy functions today.
Read more: <a href="https://www.bloomberg.com/news/articles/2025-12-09/usda-lowers-cattle-price-outlook-after-tyson-beef-plant-closure?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">USDA Lowers Cattle Price Outlook After Tyson Beef Plant Closure</a> <a href="https://www.bloomberg.com/news/articles/2025-12-10/rfk-jr-says-national-food-standard-on-table-amid-state-activism?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">RFK Jr. Eyes Single National Standard on Food Labeling and Safety</a>
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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>

MeatEater's Steven Rinella on the Economic History of Hunting

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f2e2003c-9cc1-4836-b8ca-b3b40005306e/transcript

Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new medicines and treatments. That’s the world of D.A. Wallach — though he didn’t start there. Before becoming a biotech investor, Wallach was the lead singer of the indie rock band Chester French. So how did he make the leap from music to venture capital? How does he spot promising biotech opportunities? What does it actually take to bring a new drug to market? And how does biotech investing differ from traditional VC? We talk to the co-founder of Time BioVentures about all of this — plus we get his thoughts on AI’s impact on music and a special performance.

Have a question for Joe and Tracy?  Now's your chance to be the perfect guest  - record a voice memo with your name, age, location and question and email to oddlots@bloomberg.net for a chance to be included in the holiday AMA episode.

Read More:
Big Pharma’s Patent Cliff Puts China Front and Center
Novartis Strikes Deal With UK Biotech for Up To $1.7 Billion

Join the conversation: discord.gg/oddlots

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. bloomberg.com/subscriptions/oddlots

Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new medicines and treatments. That&rsquo;s the world of D.A. Wallach &mdash; though he didn&rsquo;t start there. Before becoming a biotech investor, Wallach was the lead singer of the indie rock band Chester French. So how did he make the leap from music to venture capital? How does he spot promising biotech opportunities? What does it actually take to bring a new drug to market? And how does biotech investing differ from traditional VC? We talk to the co-founder of Time BioVentures about all of this &mdash; plus we get his thoughts on AI&rsquo;s impact on music and a special performance. Have a question for Joe and Tracy?&nbsp; Now's your chance to be the perfect guest&nbsp; - record a voice memo with your name, age, location and question and email to <a href="mailto:oddlots@bloomberg.net">oddlots@bloomberg.net</a> for a chance to be included in the holiday AMA episode. Read More: <a href="https://www.bloomberg.com/opinion/articles/2025-12-09/big-pharma-s-patent-cliff-puts-china-front-and-center?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Big Pharma&rsquo;s Patent Cliff Puts China Front and Center</a> <a href="https://www.bloomberg.com/news/articles/2025-12-09/novartis-strikes-1-7-billion-drug-target-deal-with-uk-biotech?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Novartis Strikes Deal With UK Biotech for Up To $1.7 Billion</a> Join the conversation: <a href="https://discord.gg/oddlots" data-destination="https://discord.gg/oddlots">discord.gg/oddlots</a>
Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox &mdash; now delivered every weekday &mdash; plus unlimited access to the site and app. <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>

D.A. Wallach Explains Why Biotech VC Is So Different

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f395f08e-25a5-4553-a610-b3b0016ba404/transcript

Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a way to consume a tremendous amount of electricity from the grid -- or they increasingly have their own power plants on site. And beyond that, they've become extremely controversial, with more and more communities pushing back on their development. So how do you get all your ducks in a row when a new project is proposed? Who provides the financing at which stage of the agreement? What are the legal complications that arise? On this episode, we speak with Travis Wofford, a partner at the law firm Baker Botts, who works in the firm's AI practice. We discuss all the intricacies of these projects, the challenges that arise, and how things have changed in this space just since the beginning of the year.

Read more:
Oracle Earnings May Not Be Enough to Assuage Debt, AI Deal Fears
NextEra Shares Fall Amid Push to Move Into Data Centers and Gas

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

Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a way to consume a tremendous amount of electricity from the grid -- or they increasingly have their own power plants on site. And beyond that, they've become extremely controversial, with more and more communities pushing back on their development. So how do you get all your ducks in a row when a new project is proposed? Who provides the financing at which stage of the agreement? What are the legal complications that arise? On this episode, we speak with Travis Wofford, a partner at the law firm Baker Botts, who works in the firm's AI practice. We discuss all the intricacies of these projects, the challenges that arise, and how things have changed in this space just since the beginning of the year.
Read more: <a href="https://www.bloomberg.com/news/articles/2025-12-10/oracle-earnings-may-not-be-enough-to-assuage-debt-ai-deal-fears?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">Oracle Earnings May Not Be Enough to Assuage Debt, AI Deal Fears</a> <a href="https://www.bloomberg.com/news/articles/2025-12-08/google-and-nextera-to-develop-data-centers-with-power-plants?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">NextEra Shares Fall Amid Push to Move Into Data Centers and Gas</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>

This Is What It Takes to Get a Data Center Financed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d58f77aa-9362-4a52-a2d2-b3af014c87b1/transcript

What Tariffs Are Doing to North American Freight

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