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Tracy Alloway

Co-host, Odd Lots, Odd Lots

Search every verified Tracy Alloway interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Tracy Alloway, co-host of the Bloomberg podcast Odd Lots, has recently led discussions on a range of economic and financial topics, including the French debt crisis, AI's impact on mathematics and labor, and the state of European competitiveness. In an episode on France's fiscal situation, she noted that governments may increasingly need to tax capital rather than labor in an AI-driven economy, and she discussed potential paths out of debt crises, such as growth, austerity, or financial repression. She also explored the rise of organized retail crime with a Home Depot executive and the paradox of increasing cash circulation, particularly $100 bills, which a guest attributed to money laundering. Alloway has also moderated conversations on AI safety and its societal effects, including with Nate Soares of the Machine Intelligence Research Institute, who argued that superintelligent AI cannot be aligned, and with OpenAI President Greg Brockman, who discussed coordination between AI labs following a security incident. In a live show in Los Angeles, she interviewed figures such as Francis Fukuyama, who expressed skepticism that AI-driven leisure would bring fulfillment, and Hayes Davenport, who said Hollywood's decline predated AI. Across these episodes, Alloway has consistently framed complex issues for a general audience, often highlighting tensions between technological progress, market dynamics, and policy responses.

Recent appearances

  • The French Political Crisis That's Turning Into a Debt Crisis | Odd Lots

    October 16, 2026 · 📺 Bloomberg Podcasts

    Just about everyone is worried about what is going on in France right now: the country's public finances are in sorry shape and there are fears that the French bond selloff, and the country's growing debt crisis, might spillover into the rest of Europe. On top of that, the 2027 elections have investors worried: The two leading candidates, Marine Le Pen and Jean-Luc Mélenchon, aren't seen to be up to the task of taming France's fiscal turmoil. Shahin Vallée was an advisor to Emmanuel Macron when he was an economic minister and during his first presidential election campaign. Since then, he's pa…

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  • Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid | Odd Lots

    October 15, 2026 · 📺 Bloomberg Podcasts

    Traders and market watchers around the world started talking about a crypto platform called Hyperliquid earlier this year, when speculators used markets built on top of it to trade crude oil after war broke out in Iran. What Hyperliquid allowed for was a 24/7 market on the blockchain. In August, President Trump said the CFTC was working on bringing “Hyperliquid into the United States in a fully compliant and legal fashion.” Hyperliquid currently operates outside the US, but that hasn't stopped it from growing prodigiously in the last year. Jeff Yan, CEO and co-founder of Hyperliquid Labs, join…

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  • Nate Soares on How AI Really Could Kill Us All | Odd Lots

    October 12, 2026 · 📺 Bloomberg Podcasts

    Since the Hugging Face incident, concerns over AI doomsday scenarios has entered the mainstream. But of course, some people have been warning about this for years, long before LLMs or ChatGPT. In their 2025 book If Anyone Builds It, Everyone Dies, Nate Soares and Eliezer Yudkowsky spelled out their vision of humanity's inevitable demise once superintelligent AI is built. In this episode, we speak with Soares, who serves as president of the Machine Intelligence Research Institute, about why he believes it's impossible to "align" superintelligent AI, and how exactly the technology can and will g…

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  • How AI Is Upending the World of Mathematics | Odd Lots

    October 09, 2026 · 📺 Bloomberg Podcasts

    Last month, OpenAI announced that it had produced an AI-generated proof for the Navier-Stokes problem. LLMs used to be bad at counting, but now they are solving math problems that have stumped humans for decades. Meanwhile, at universities, the problem of AI in education continues: Now that LLMs can do a student's homework, teachers are struggling to keep up. It is clear that AI is very quickly changing how math is taught and how it is practiced by professionals. Justin Solomon, who is the associate dean for engineering education at MIT, gives us a primer on how mathematicians (both pure and a…

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  • The Story of Europe's Decline Isn't So Simple | Odd Lots

    October 08, 2026 · 📺 Bloomberg Podcasts

    It has been two years since the publication of the Draghi report and the problems the report identified about European competitiveness are far from solved: Demographic challenges, rising energy costs, and a lagging tech sector still cast a shadow over Europe. But according to the economist and policy analyst Dominik Leusder (who also writes the Leusder of Last Resort Substack) the Draghi report might have mismeasured the true scale of Europe's issues, and he asks if the popular narrative of European decline is an accurate one. We also speak about whether Europe needs a frontier AI model, why l…

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  • How Airlines Actually Hedge Higher Fuel Prices | Odd Lots

    October 05, 2026 · 📺 Bloomberg Podcasts

    Fuel is a huge expense for airlines, and even on a good day, jet fuel prices are pretty volatile. Throw in two major wars now effecting energy infrastructure, and fuel prices across the board are higher and higher. Airlines have long tried to manage this expense through fuel hedging, using things like swaps and options to hedge against future increases in the price of jet fuel. David Kang, former group treasurer at Qatar Airways, has firsthand experience hedging for a large carrier, and he tells us exactly how it all works. He also explains why airlines use heating oil as a proxy for jet fuel,…

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  • Why Treasuries Are ‘Risky’ Again | Odd Lots

    October 05, 2026 · 📺 Bloomberg Podcasts

    We all know that Treasury yields have been surging, alongside bond yields all around the world. So what explains the selloff and does it mean that bonds are becoming fundamentally riskier? What happens if investors can no longer hedge stocks with government debt? And how do expectations of the Federal Reserve's "reaction function" fit in? In this episode, we speak with Carolin Pflueger, associate professor at the University of Chicago and a resident scholar at the Chicago Fed, about her work on the bond market and central banks. We discuss why bonds have become more stock-like, what that means…

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  • Everything in Markets Is Now Moving Incredibly Fast | Odd Lots

    October 01, 2026 · 📺 Bloomberg Podcasts

    The market is acting in ways that make it very hard to get a handle of what exactly is going on right now. The overall indices are surging. Many individual stocks are doing badly. Rates are rising, but the economy is still robust. There's capex spending and the AI trade. There's the war in Iran. And of course there's persistent inflation and the Fed's ongoing tightening cycle. On this episode, we speak with our former colleague Luke Kawa, who is now head of markets at Sherwood News. We go over all the big market themes, and he explains why the one consistent theme of this moment is the sheer s…

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  • Bill McBride's Favorite Housing Charts | Odd Lots

    September 28, 2026 · 📺 Bloomberg Podcasts

    People constantly ask Bill McBride when the housing market might look a little less chaotic. His response, more often than not, is “yeah, good luck.” But for a more detailed answer, for our LA live show, Bill gave our audience a chart presentation that helps explain the slumping housing market, looking at mortgage rates, house prices, and home sales. Watch Bloomberg Vodcasts:    • Bloomberg Video Podcasts | Interviews & More   Watch more Odd Lots episodes:    • Odd Lots   Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes…

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  • Why Building a Crosswalk in LA Is Kafkaesque | Odd Lots

    September 28, 2026 · 📺 Bloomberg Podcasts

    Bill McBride did not just predict the 2008 housing bubble, he helped invent financial blogging with his Calculated Risk newsletter. Zach Lasry, meanwhile, is much newer to the scene, but in his career as a real estate developer, he is already responsible for building one of LA's hottest new neighborhoods — Melrose Hill. We spoke to both of them at our live show at the Vermont Hollywood, for a wide-ranging panel discussion on LA real estate. We talk about the difficulty of sourcing construction components, the Kafkaesque process of getting a crosswalk built in LA, and how self-driving cars migh…

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  • Hollywood Was Cooked Before AI, and Now It's Only Getting Worse | Odd Lots

    September 25, 2026 · 📺 Bloomberg Podcasts

    Is Hollywood just screwed? Writers are earning less. There are fewer shoots taking place in Los Angeles. And people are freaked out about AI. But according to Hayes Davenport, things were starting to feel bad in Hollywood before chatbots showed up to the scene. Davenport — who’s written for shows like Family Guy and is now creative director of L.A. Material and the co-host of the fantastic Hollywood Handbook podcast — joined us on stage at the Vermont to give us a history lesson on Hollywood's steady decline from the pandemic to now. We also get into the changing norms of AI use among entertai…

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  • AI Is Upending the Lives of People Who Do Social Media Professionally | Odd Lots

    September 24, 2026 · 📺 Bloomberg Podcasts

    Social media is really strange these days: Increasingly, our feeds are starting to look uncanny, as AI slop proliferates all over the Internet. And for the professionals who are tasked with making content, whether it is social media managers or creators, it has been a head-spinning time of change. In this conversation, recorded at the Vermont in Hollywood, we get a primer on social media's AI era with two veteran Internet commentators, Rachel Karten (social media consultant and the author of the Link in Bio newsletter) and Taylor Lorenz (founder of User Mag). We discuss why people are afraid t…

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Verified interview transcripts

Notable quotes

“You could imagine in a world where AI does more and more of the work, that it's going to be harder for governments to get money out of taxing labor. No, it's going to be a case in which case like you have to tax the capital because the capital is the one generating all the wealth. So I feel like that's going to be, I mean, it already is a subject for serious conversation, but perhaps even more so in our AI-powered fu”

“The other thing I keep thinking is there's a few ways to get out of a debt crisis, right? I think the one that everyone would prefer is to grow your way out of it. That seems like a long shot in the case of France. The other way is through fiscal austerity, which, as we discussed, is politically unpopular. Yeah, financial repression, which we kind of touched on with the idea of canceling out some of the bonds owed to”

“And you hear it like, so at this conference, you know, people like working for, like, various, like, safety-type orgs, people who want to regulate AI in some way. And of course, like, people from the labs themselves, some maybe like working on like policy stuff, but some actually like the actual builders of the technology and like, you know, they're all like deeply anxious about the very thing that they're building. ”

“I think we should care that Europe, in its own terms, has been doing incredibly poorly over the last ten, 15 years. But that's due to policy choices, especially macro policy, which the US does comparatively very well. And of course, there are internal differences. We should care that the Italian South is extraordinarily poor. It has been declining in absolute terms, even when the entire economy has been stagnating fo”

“So I think you can definitely make a fundamental difficulty with comparing economies. If you think that's important to organize your policy efforts around, you might want to compare yourself to your peer economies, and you can do that statically. So at every given year you can compare yourself or as a ratio. So what is the US share of global GDP is Europe's share global GDP. But the specific statements that people ma”

“It was $130 million and actually that year our revenue side lost 65. So if not for my hedge we would have lost money. But on top of that because of my hedge right going out the curve we may have lost that money at that time but because of that hedge and making money I was able to give the revenue department the ability to cut fairs. so Tatar Airways used to be a follower. They'd follow EK sometimes even ey right. So ”

Other executives at Odd Lots

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