Tracy Alloway

Tracy Alloway, a Bloomberg journalist covering finance and credit markets, digs into why private credit has everyone on edge. She talks about its post-2008 rise, heavy exposure to software and AI, stale private-market valuations, redemption limits, and how risk could spill from shadow lending into banks, insurers, and even retirement accounts.

In this enlightening discussion, Bhaskar Sunkara, President of The Nation magazine and founding editor of Jacobin, joins Tracy Alloway, co-host of Bloomberg's Odd Lots podcast. They delve into Trump's unexpected embrace of socialist policies, like nationalizing steel and pressuring corporations for profit shares. The duo unpacks the implications of these moves, questioning if they signal a departure from traditional capitalism. They also examine shifts toward government intervention in a tech-driven landscape, exploring the growing allure of socialist ideas in America.

Join Tracy Alloway and Joe Weisenthal, hosts of the Odd Lots podcast and experts in finance, as they dive into their intriguing series on the chicken industry. They discuss the quirky connection between Ray Dalio and McNuggets, dissect the complexities of chicken pricing, and share humorous anecdotes about factory farming. The conversation highlights the impact of market dynamics on chicken production, revealing the far-reaching implications of pricing algorithms and the hidden struggles of small farmers in a competitive landscape.

Tracy Alloway, a markets journalist and co-host of Bloomberg's Odd Lots, and Joe Weisenthal, an editor at Bloomberg and fellow Odd Lots co-host, delve into fascinating discussions about market trends. They explore the Dow nearing 50,000, how AI hype may not meet revenue realities, and the Fed's recent 25bp cut affecting liquidity. The duo also critiques Time's AI 'Person of the Year' cover and debates the $8 trillion in money market funds, pondering if that constitutes actionable capital in the stock market.

Tracy Alloway, a financial journalist from Bloomberg, discusses market trends and Apple's tariffs amidst rising production costs. Paul Klein shares insights on building BrowserBase, a web browser for AI, highlighting the future of AI integration. Justin Lopas explains how Base Power is transforming the energy grid with innovative battery storage while addressing supply chain challenges. Akshay Krishnaswamy from Palantir Technologies explores the intersection of AI and operational decision-making, emphasizing the critical role of tech in navigating geopolitical shifts.

Michigan State Senator Mallory McMorrow, known for her candidacy announcement for the U.S. Senate and author of "Hate Won't Win," joins Tracy Alloway, co-host of Bloomberg's "Odd Lots." They dissect the chaos and economic fallout stemming from Trump's leadership, discussing job losses in Michigan and the unpredictability of tariffs. McMorrow calls for fresh leadership to reshape the political narrative while advocating for a new American dream. Their insightful take on financial stability and community impact makes for a compelling listen.

Jordan Ritter-Kahn, a narrative reporter and author of books like The Road from Raqqa, and Tracy Alloway, a Bloomberg markets and commodities analyst, discuss wartime economic shocks. They cover Gulf oil and gas damage and long repairs, fertilizer shortages driving food inflation, rapid market moves from political jawboning, and how global stockpiling and strategic reserve rebuilding will lift prices.

Brendan Murray, a Bloomberg reporter focused on global trade, shares insights from the IMF/World Bank meetings. Tracy Alloway and Joe Weisenthal, both Bloomberg journalists, contribute macro analysis on pressing economic issues. They discuss cautious optimism amidst rising debt and tariff unpredictability. The trio explores the erosion of institutional credibility and the role of U.S. trade policy. They also analyze the effects of AI on productivity and market responses to trade tensions, highlighting the interplay of regulation and deal-making in today's economy.

Joe Weisenthal, markets commentator versed in macro and energy, and Tracy Alloway, commodities and market-structure journalist, unpack the Strait of Hormuz shutdown and its ripple effects. They trace impacts from petrochemical feedstocks to plastics and fertilizers. They cover helium scarcity, cracker outages, transport and aviation pressure, and why some commodity shortages could take years to fix.

Tracy Alloway, Bloomberg Odd Lots co‑host and markets reporter, breaks down private credit and its rapid growth since 2008. She explains why lenders moved outside banks. Short takes cover tech and AI firms borrowing, illiquid loan valuations, redemption limits, and growing ties between banks, insurers, and private credit.