Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Thematic (Sector/Industry)

<ul><li>Private credit serves to offset the banks' hung loans problem after the financial crisis</li><li>Regulators are probing banks about their exposure to private credit and prime brokerage</li><li>Concerns over the circular nature of leverage and the potential risks in private credit's profitability and impact on the financial stability</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Private credit serves to offset the banks' hung loans problem after the financial crisisRegulators are probing banks about their exposure to private credit and prime brokerageConcerns over the circular nature of leverage and the potential risks in private credit's profitability and impact on the financial stabilityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Can You Ever Actually De-Risk The Banking System?

Cross Asset Strategy

<ul><li>The episode of Big Take Asia discusses China's progress in key technologies as outlined in the Made in China 2025 plan</li><li>Bloomberg report authors Rebecca Chung Wilkins and Gerard Depippo will shed light on China's advancements in technology</li><li>China has emerged as a global leader in key sectors like solar panels, drones, and high-speed rail, according to Bloomberg analysis</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The episode of Big Take Asia discusses China's progress in key technologies as outlined in the Made in China 2025 planBloomberg report authors Rebecca Chung Wilkins and Gerard Depippo will shed light on China's advancements in technologyChina has emerged as a global leader in key sectors like solar panels, drones, and high-speed rail, according to Bloomberg analysisThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.

Commodities

<ul><li>Audio studios have seen massive growth in recent years, providing capital for both corporate borrowers and financial sponsors</li><li>Uranium prices have been on the rise, with Reddit traders showing interest in the commodity</li><li>New technologies like direct lithium extraction are disrupting traditional mining methods for commodities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Audio studios have seen massive growth in recent years, providing capital for both corporate borrowers and financial sponsorsUranium prices have been on the rise, with Reddit traders showing interest in the commodityNew technologies like direct lithium extraction are disrupting traditional mining methods for commoditiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

What the Nuclear Power Revival Means for the Price of Uranium

Equity Bottom-Up

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

<ul><li>Boeing is facing deep issues beyond the upcoming strike vote</li><li>Boeing's profitability hinges on ramping up production of the 737</li><li>Getting suppliers healthy and delivering again is crucial for Boeing's future success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Boeing is facing deep issues beyond the upcoming strike voteBoeing's profitability hinges on ramping up production of the 737Getting suppliers healthy and delivering again is crucial for Boeing's future successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots More on the Ongoing Mess That Is Boeing

<ul><li>Stock market dominated by big tech companies, increasing importance of tech companies in equity market</li><li>S&amp;P 500 becoming more like the Nasdaq due to tech dominance</li><li>Tech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market dominated by big tech companies, increasing importance of tech companies in equity marketS&amp;P 500 becoming more like the Nasdaq due to tech dominanceTech companies moving towards project-based financing and increasing interest in credit market, with potential for substantial returns in opportunistic credit opportunitiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Apollo Explains How Big Tech Is Disrupting Credit Markets

Odd Lots
Podcast by Joe Weisenthal & Tracy Alloway

Can You Ever Actually De-Risk The Banking System?

Concerns over the circular nature of leverage and the potential risks in private credit's profitability and impact on the financial stability

Odd Lots

Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working.

- China's Made in China 2025 plan aims for self-sufficiency and global competitiveness in key technologies, leading to questions on US-China...

Odd Lots

What the Nuclear Power Revival Means for the Price of Uranium

The uranium market has seen fluctuations reminiscent of meme stocks on social media platforms, while Audio Studios has emerged as a significant...

Odd Lots

Lots More on the Ongoing Mess That Is Boeing

The podcast episode discussed Boeing's ongoing challenges, including a strike vote, financial struggles, and the importance of getting suppliers...

Odd Lots

Apollo Explains How Big Tech Is Disrupting Credit Markets

Tech companies dominate the stock market, making up 30% of the S&P 500, leading to an increased importance of opportunistic credit investments in...

Odd Lots