Best Tom Z And Dan P Podcasts (2025)

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Dan Wang on China's Breakneck Economic Growth 49:59

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2d ago49:59

49:59

In the past couple of years, the world has fully awoken to the incredible economic and technological growth exhibited by China. But what lessons are there for America? Are there even lessons for America? Dan Wang, research fellow at Stanford University's Hoover History Lab, has probably been one of the foremost commentators and observers on China's…

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Big Take: Taylor Swift Wedding Predictions Are the Hottest New Trade 15:27

3d ago15:27

15:27

Gamblers on prediction sites like Polymarket and Kalshi are already trying to cash in on Taylor Swift and Travis Kelce’s engagement — betting on everything from their wedding timeline to her next single. On today’s Big Take podcast, host Sarah Holder sits down with Bloomberg personal finance reporter Francesca Maglione and wealth reporter Annie Mas…

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Emi Nakamura on Central Bank Credibility and the Taylor Rule 36:25

5d ago36:25

36:25

The post-Covid inflation will prove to be a treasure trove for academic economists, as they study what drives inflation, and the power that central banks have to contain it once it gets going. At this year's Jackson Hole Economic Symposium, UC Berkeley professor Emi Nakamura presented a new paper — co-authored with her Berkeley colleagues Jón Stein…

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Liz Truss on the 'Doom Loop' Engulfing the UK Economy 58:22

6d ago58:22

58:22

These days, everyone is talking about high interest rates across the rich, developed world, while warning of eventual fiscal disaster. But we may have gotten an early glimpse of this anxiety in October 2022, when then-UK Prime Minister Liz Truss unveiled her mini-budget that spooked the gilt market. Well today, rates at the long end of the British …

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Lev Menand on Trump's Attempt to Fire the Fed's Lisa Cook 28:42

8d ago28:42

28:42

Criticism and threats to Federal Reserve independence have been building for some time in this administration. But it was taken to a new height on August 25, when Trump posted that he intended to fire Fed Governor Lisa Cook, a Biden appointee. According to our guest, Columbia Law Professor Lev Menand, this is a big deal that has created an immediat…

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Adam Posen on a Surreal Jackson Hole in a Post-American World 57:41

8d ago57:41

57:41

The annual Jackson Hole symposium is, formally speaking, an academic conference. Economists and central bankers gather to discuss the most important, cutting edge ideas in monetary policy. But there was certainly a different feel this year because of the relentless attacks on Fed Chairman Jerome Powell coming from President Trump. The whole premise…

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Tom Barkin on Why Central Banking Is on Hard Mode Now 28:45

9d ago28:45

28:45

According to Richmond Federal Reserve Bank President Tom Barkin, much of the time central banking is straightforward. Sometimes it's clear that rate cuts are needed. Sometimes it's clear that rate hikes are needed. Other times everything is going great, and central bankers don't have much to worry about. Right now though, things are not straightfor…

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Why Austan Goolsbee Is Still Concerned About Inflation 34:35

11d ago34:35

34:35

Chicago Fed President Austan Goolsbee is still more concerned about the inflation side of the Fed's mandate than he is about the employment side. This is noteworthy because in general markets are expecting rate cuts to come soon, and also Chairman Jerome Powell, speaking in Jackson Hole, put more weight on risks to the labor market. In this episode…

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Lots More on What Just Happened With the Fed at Jackson Hole 18:01

12d ago18:01

18:01

We're still at the Kansas City Federal Reserve Bank's annual economic symposium in Jackson Hole, where we just heard Fed Chair Jerome Powell's big speech. The speech -- which opened the door to a September rate cut -- proved to be a dovish surprise to the market and stocks are now soaring because of it. But why did Powell decide to focus on what he…

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Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole 50:22

13d ago50:22

50:22

It's Jackson Hole time again, when the most prominent minds in monetary policy meet in an idyllic Wyoming setting for the Federal Reserve Bank of Kansas City's annual symposium on monetary policy. For markets, the main event tends to be the speech from the Fed Chairman. But beyond that, there's always a theme that central bankers and academics are …

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This Is What Happens When a Startup Dies 46:32

14d ago46:32

46:32

You always hear about startup exits. Big acquisitions. Big IPOs. But of course this isn’t the fate for most new ventures. Many of them die outright, without any kind of “exit” at all for shareholders. So how do you wind down a company, and sell off the scraps? How do you actually pull the plug? David Johnson of Resolution Financial Advisors special…

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Lessons From the One Sovereign Wealth Fund in the United States 46:51

16d ago46:51

46:51

President Trump and others have talked about the idea of the US having a Sovereign Wealth Fund, a la the UAE or Singapore. It feels like a longshot, but as it turns out, there is actually one Sovereign Wealth Fund in the United States, which is the Alaska Permanent Fund. The fund was established in the 1970s to manage the state's booming oil fortun…

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Housing Is a Problem Even in a State With Declining Population 52:21

18d ago52:21

52:21

You can kind of understand why it's so hard to build housing in New York City. There isn't much available land. It's already pretty built up. And then, add in the fact that so many people want to live in New York, and you can understand why it's so expensive. But what's the deal with Alaska? There seems to be plenty of land. And population has actu…

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Lots More With Skanda Amarnath on This Moment in Macro 29:15

19d ago29:15

29:15

Right now, you could make a good argument that inflation is still too hot, and that with the stock market booming, and the unemployment rate at 4.2%, that it's crazy to think about cutting rates. You could also argue that much of the economy is stalling, that the pace of job growth has slowed dramatically, and that with housing in the tank, we need…

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The Investors Who Think Hazelnuts Will Be the Next Pistachios 42:50

20d ago42:50

42:50

We're in an age where shocks can occur on both the supply side and the demand side. On the supply side, the causes are well known. Pandemics, trade wars, and climate disruption have exposed the frailty of supply chains in goods too numerous to list. On the demand side, the tendency for certain goods to suddenly go "viral" among consumers can be imp…

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How to Move Freight Across the Icy Roads of Alaska 38:53

21d ago38:53

38:53

We're interested in trucking here at Odd Lots. It's one of those industries that can tell us a lot about the economy, both in terms of the short-term cycle, and also long-term structural trends. Of course, we know that the industry is prone to big boom and bust cycles. And Alaska itself -- driven so much by oil and natural resource extraction -- is…

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What an Alaskan Furniture Company Tells Us About Tariffs 34:37

23d ago34:37

34:37

Alaska is no stranger to supply chain issues and a higher cost of living. Almost everything has to be imported into the state, incurring longer lead times and extra transportation costs — and that’s even before adding in the new tariffs from the Trump administration. In this episode, we speak with Dave Cavitt, the founder and CEO of Furniture Enter…

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Mary Daly on Why Alaska Is a Leading Indicator for the US Economy 1:13:15

26d ago1:13:15

1:13:15

Alaska is one of the states in the Federal Reserve's 12th District, which is headquartered in San Francisco. For Mary Daly, the head of the SF Fed, the state right now is a leading indicator for the US economy overall. In an interview recorded on a trip to Anchorage, Daly tells us what she's learning from businesses in the state, how it relates to …

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Joseph Torigian on Xi Zhongxun and Elite Chinese Communist Party Politics 44:00

27d ago44:00

44:00

The Chinese Communist Party is probably one of the most difficult entities in the world to grasp due to its opacity of its inner workings. A new book from Joseph Torigian, a research fellow at Stanford's Hoover History Lab and an associate professor at American University, sheds light on the entity by examining the life of Xi Zhongxun, the father o…

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Bill Beach on How Trump Just Politicized US Economic Data 24:29

30d ago24:29

24:29

Late last week, Donald Trump shocked Wall Street by firing Erika McEntarfer, the head of the Bureau of Labor Statistics, the agency responsible for publishing some of America's most important economic data. The firing came after the BLS released a weaker than expected jobs report for July, with just 73,000 new jobs added for the month (compared to …

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The AI Industry Is Becoming Like Professional Sports 52:04

1M ago52:04

52:04

When it comes to tech startups, you often hear about VCs making a ton of money, or founders experiencing life-changing exits. But something is changing in the world of AI. Now it's the engineers themselves getting pay packages that can be in the 9-figure range. Why is this? Why is it happening? How is it changing the culture of Silicon Valley and b…

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How to Make Money Selling Pizza in New York City 49:25

1M ago49:25

49:25

Everybody knows that New York City has a ton of pizzerias. And yet, new ones are opening up all the time. Why do we need more? And how is there still money to be made? On this episode, we speak with Alex Xenopolous, Evan Xenopolous, and James Shields, three restaurant entrepreneurs that recently opened up Xeno's Pizza, a shop close to the Bloomberg…

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What an LA Bakery Says About the Economy Right Now 47:04

1M ago47:04

47:04

Bakeries are great microcosms of the economy. There's lots of labor involved. You need commodities like flours and eggs, plus energy for your ovens. You need capital investment to get the ovens in the first place, and you need sustained consumer demand to keep you in business. Put it all together and you have a business that tells you a lot about w…

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Circle's CEO on the Booming Business of Stablecoins 49:26

1M ago49:26

49:26

Stablecoins are emerging as one of the most active areas of cryptocurrencies. The idea of using blockchain rails to transmit money has captured the attention of legacy financial institutions as well as policymakers, as evidenced by the recent passage of the GENIUS Act, which builds out a regulatory framework for that business. But what are the oppo…

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This Is How Chinese Manufacturers Are Countering Trump's Trade War 48:36

1M ago48:36

48:36

President Trump has announced tariffs on basically every trading partner. However there is a real sense that the ultimate goal is to hamper the growing perceived economic threat from China. One vision, for how the trade war could be "won" in some sense is by isolating China from the rest of the world. But that's not happening. And in fact, if anyth…

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How a Trade War With China Could Become a Hot War 59:30

1M ago59:30

59:30

Tension between the US and China has been building for some time. But so far this has been limited to issues of trade. The US has imposed tariffs on China. It's imposed restrictions on technology exports. In turn, China has imposed some of its own tariffs, and also limited the export of things like rare earth metals. But historically speaking, many…

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What 300 Years of Firewood Prices Say About the Economy 42:29

1M ago42:29

42:29

Today, the cost of energy — things like electricity, or gas, or heating oil — is considered an essential piece of economic data. But it turns out that for much of America's history, we've been overlooking a crucial economic figure: the cost of firewood. For decades, firewood was the dominant energy source powering the US economy. And yet there aren…

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How to Prepare for a Post-Dollar World with Inigo Fraser Jenkins 46:42

1M ago46:42

46:42

People talk all the time about the potential for huge turning points in history. And they've been talking about the possibility of the US losing its dominant position in the international financial order for some time. So far it hasn't really happened, but there are plenty of people who think that the Trump's focus on tariffs and higher deficits co…

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The NYC Landlords Most Worried About Zohran Mamdani 34:39

1M ago34:39

34:39

Probably the most controversial proposal from New York City Democratic mayoral nominee Zohran Mamdani is his promise to freeze the rent on a substantial chunk of rent-stabilized units in the city. There are concerns that this will cause a major downshift in housing development and that landlords that are heavily exposed to rent-stabilized units wil…

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Why the Damage to Fed Independence May Have Already Been Done 27:43

2M ago27:43

27:43

There’s a long history of US presidents putting pressure on the Federal Reserve to lower interest rates, but the techniques have often been subtle or quiet in some way. Under President Trump, attacks on the Fed have risen to a whole new level. And it’s not just Trump that’s called on Chair Jerome Powell to cut rates. Other members of his administra…

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Mayor Eric Adams on the Future of New York City 46:17

2M ago46:17

46:17

Incumbent NYC Mayor Eric Adams didn't run in the Democratic primary. But he'll be on the ballot in November, running as an independent against Zohran Mamdani and probably a couple of other candidates as well. So what is his vision for addressing affordability? What can the Mayor do about crime, trash, and other quality of life issues. On this episo…

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What AI Is Already Doing to the Legal Industry 48:47

2M ago48:47

48:47

If there's one thing that lawyers do a lot of, it's spending a prodigious number of hours going through documents. And they're often very well compensated for this work. So if there's one area where AI can obviously be highly disruptive, it's law. Documents that used to take hours to scan or format might be dealt with instantly. Finding relevant pr…

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Why US Banks Are Trying to Turn Themselves Into Super Apps 54:55

2M ago54:55

54:55

Rohit Chopra is a former director of the Consumer Financial Protection Bureau, which was created in the aftermath of the 2008 financial crisis. In this episode, we speak with him about the current status of the CFPB under the Trump administration, and Rohit's experience while working at the bureau, including decisions made by regulators during the …

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What NYC's Most Powerful CEOs Think About Zohran Mamdani 44:19

2M ago44:19

44:19

When socialist candidate Zohran Mamdani won the Democratic party's nomination for NYC mayor, top business leaders experienced a bout of hysteria. That's according to Kathy Wylde, the president and CEO of the non-profit organization the Partnership for New York City. Founded in 1979, the organization assembles the CEOs of some of the biggest employe…

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How a Geopolitical Analyst Predicts the Outcome of War 44:29

2M ago44:29

44:29

For investors, geopolitical risks are always lurking as a factor that could upend trades for obvious reasons. When war breaks out, it's crucial to have some kind of understanding of what it will mean for various markets (such as oil or grain) and how long the conflict can persist. But is there any way to analyze these things scientifically? Many pe…

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How You Get and Actually Keep a Job at a Multi-Strat Hedge Fund 45:11

2M ago45:11

45:11

Multi-strategy hedge funds, composed of lots of individual portfolio managers, have seen assets under management boom in recent years, thanks to astonishingly consistent returns throughout the cycle. If you're one of the PMs, the money can be incredibly lucrative. But job security is fickle, and it's easy to lose your place on the team. So how do y…

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Emily Sundberg on How Nobody Is Coming to Save Gen Z 20:33

2M ago20:33

20:33

What do young professionals in New York City actually think about money and capitalism? According to our guest Emily Sundberg, creator of the Feed Me newsletter, there is a foreboding sense that nobody is coming to save them. End times are coming. AI will take all the jobs. There's a limited time to "secure the bag." In this live episode, recorded …

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Nassim Taleb on Living a Good Life in an Age of Volatility 23:40

2M ago23:40

23:40

Every day we're inundated with headlines that are seemingly unbelievable. Multiple major wars are ongoing. Politics is erratic. Markets are scrambling everyone's brains. So how should we live and feel good? How should we think about the world around us, and the various perceived risks out there. In yet another episode from our live Odd Lots special…

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Charlie McElligott on How Long the Stock Market Rally Can Go 24:19

2M ago24:19

24:19

Stocks plunged after the April 2 "Liberation Day," in one of the worst drawdowns in the market's history. Since then, however, we're basically back to all-time highs and things have been pretty calm in the market. On this episode, recorded live onstage at our June 26 event in New York, we speak to Nomura cross-asset strategist Charlie McElligott, a…

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The Greatest Ever Panel on the World's Most Important Market 29:07

2M ago29:07

29:07

Okay, that's quite a title but we think it's justified! In this special episode — recorded live onstage at our June 26 event in New York City — we bring together some of the best thinkers we know when it comes to the US Treasury market. US government bonds form the backbone of global financial markets, and are the "risk-free" rate to which all othe…

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Robinhood's CEO on the Plan to Tokenize Everything 56:26

2M ago56:26

56:26

Robinhood, the company known for first introducing commission-free trading, has now become a behemoth with all kinds of different business lines including credit cards, savings vehicles, crypto, and wealth management. This week it's announced further expansion with news that it's launching its own chain, as well as tokenized stock trading (that for…

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Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies' 31:20

2M ago31:20

31:20

For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buying Bitcoin, and then raised money to buy more Bitcoin, and the stock has done phenomenally well, despite the company not doing much else beside holding Bitcoin. But now it has spawned numerous copycats all doing the same thing. But the question is why…

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The Biotech Start-Up Making Vaccines for Bees and Shrimp 40:36

2M ago40:36

40:36

Think of a biotech company and most people will think of a business trying to come up with cures and treatments for human illnesses. There's not a lot of discussion about companies trying to do the same for animals, insects, or even... crustaceans. And yet, healthy animals are a key part of the ecosystem and important for our food supply. In this e…

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Lots More on What's Going On in Iran's Markets 26:04

2M ago26:04

26:04

Iran is a huge country with a sizable stock market. And yet, years of sanctions and other restrictions mean it’s tough to even look up its stock prices (much less invest there.) In this episode, we catch up with Maciej Wojtal, CEO and CIO of AmtelonCapital, an Amsterdam-based fund that specializes in Iranian stocks. We talk about what the past week…

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The Company That Wants To Bring Back Supersonic Jet Travel 50:55

2M ago50:55

50:55

We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a lot of it just sounds like talk that's not going anywhere. But some companies are trying. Boom Supersonic is an 11-year old company that has raised hundreds of millions of dollars in its quest to build a new supersonic jet for commercial air passeng…

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Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor (Rerelease) 47:32

2M ago47:32

47:32

Today's episode is a re-run of our interview from last month with Queens assemblyman Zohran Mamdani. On June 24, Mamdani won the first round of the Democratic primary for mayor of New York City, making him the presumptive party nominee and the early favorite to win November's general election. So it's the perfect time to revisit the candidate and h…

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The Chinese Chip Giant That Could Be Nvidia's Biggest Threat 39:43

2M ago39:43

39:43

Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But there is one particular company that is clearly on the mind of CEO Jensen Huang, and that is Huawei. On this episode, we speak with W…

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Targeting Type 1 Diabetes (Sponsored Content) 17:01

2M ago17:01

17:01

Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives with type 1 diabetes (T1D). Dr. Doug Melton is a world-renowned stem cell researcher and distinguished fellow at Vertex – and his now grown children, Sam and Emma, live with T1D. Along with scientists like Dr. Felicia Pagliuca, who leads Vertex’s res…

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Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds 29:46

2M ago29:46

29:46

Quantitative investing is one of those terms that you hear all the time, but there's various explanations of what it actually means, or how quants actually make money. And of course, the term means different things in different contexts. In this live episode, recorded at the Bloomberg Equity Intelligence Summit on June 12, we speak again with Giuse…

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Zichen Wang's Exit Interview From America 46:53

3M ago46:53

46:53

Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and articles from China into English, and contextualizes them for Western readers. Over the past year, he's been a master's degree student at Princeton University, although he's recently returned home to resume his career at a think tank in China. His stin…