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.

Equity Bottom-Up

Beacon Roofing Supply, Inc. distributes residential and non-residential roofing materials in the United States and Canada.  The Company also distributes other complementary building materials, including siding, windows, specialty lumber products, and waterproofing systems, for residential and non-residential building exteriors.

<ul><li>Brad Jacobs' company QXO acquired Beacon Roofing for $11 billion in all cash deal</li><li>Beacon Roofing is a distributor specializing in roofing and waterproofing products.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brad Jacobs' company QXO acquired Beacon Roofing for $11 billion in all cash dealBeacon Roofing is a distributor specializing in roofing and waterproofing products.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business

Thematic (Sector/Industry)

<ul><li>Odd Lots podcast announces live show in Washington D.C. discussing the Jones Act and other topics</li><li>Tim Opler from Ste discusses China's role in the pharmaceutical supply chain on the podcast</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast announces live show in Washington D.C. discussing the Jones Act and other topicsTim Opler from Ste discusses China's role in the pharmaceutical supply chain on the podcastThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Here Comes the Booming Chinese Biotech Sector

Macroeconomics

<ul><li>Ray Dalio, founder of Bridgewater and author, discusses big numbers and debt cycles in a social and political context</li><li>Tracy and Joe host a podcast episode with Ray Dalio, known for his insights on finance and the invention of the chicken nugget</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ray Dalio, founder of Bridgewater and author, discusses big numbers and debt cycles in a social and political contextTracy and Joe host a podcast episode with Ray Dalio, known for his insights on finance and the invention of the chicken nuggetThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ray Dalio on the Coming Crisis in US Debt

Palantir Technologies  / Equity Bottom-Up

Palantir Technologies Inc. develops software to analyze information. The Company offers solutions support many kinds of data including structured, unstructured, relational, temporal, and geospatial. Palantir Technologies serves customers worldwide.

<ul><li>Introduction to the Odd Lots Podcast with hosts Jill Wiesenthal and Tracy Alloway</li><li>Discussion with guest Sean Sham Sankar, CTO of Palantir, about defense spending and technology</li><li>Focus on the importance of data integration and human decision-making in the defense industry</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Introduction to the Odd Lots Podcast with hosts Jill Wiesenthal and Tracy AllowayDiscussion with guest Sean Sham Sankar, CTO of Palantir, about defense spending and technologyFocus on the importance of data integration and human decision-making in the defense industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

This Is Palantir's Vision for Changing How the US Does Defense Spending

Cross Asset Strategy

<ul><li>Trump announced 25% tariffs on Canada and Mexico, 10% tariffs on oil and China</li><li>Tariffs are paid by US consumers at the point of entry, not fully equating to a 25% price increase</li><li>Uncertainty about impact of tariffs on prices of goods like maple syrup and avocados</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump announced 25% tariffs on Canada and Mexico, 10% tariffs on oil and ChinaTariffs are paid by US consumers at the point of entry, not fully equating to a 25% price increaseUncertainty about impact of tariffs on prices of goods like maple syrup and avocadosThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Tariff Announcement That Shocked Financial Markets

Odd Lots
Podcast by Joe Weisenthal & Tracy Alloway
• Odd Lots

Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business

Brad Jacobs' company QXO acquired Beacon Roofing for $11 billion in all cash deal Beacon Roofing is a distributor specializing in roofing and...

Odd Lots

Here Comes the Booming Chinese Biotech Sector

Odd Lots podcast announces live show in Washington D.C. discussing the Jones Act and other topics Tim Opler from Ste discusses China's role in the...

Odd Lots

Ray Dalio on the Coming Crisis in US Debt

Ray Dalio, founder of Bridgewater and author, discusses big numbers and debt cycles in a social and political context Tracy and Joe host a podcast...

Odd Lots

This Is Palantir's Vision for Changing How the US Does Defense Spending

Jill and Tracy chat with Sean Sham Sankar, CTO of Palantir, about the importance of data in improving human decision-making processes, referencing...

Odd Lots

The Tariff Announcement That Shocked Financial Markets

Joe Wiesenthal of Odd Lots podcast records emergency episode discussing Trump's announcement of tariffs on Canada, Mexico, oil, and China, with...

Odd Lots