World Model · podcast knowledge graph

Everything in Markets Is Now Moving Incredibly Fast

2026-10-01 · 44 min · 11 entities

episode page audio

Asserted relationships

  • → discusses Business concept
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses News concept
    0.40
    evidence rules-v5
    Feed category: News
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → hosted by Bloomberg company
    0.40
    evidence rules-v5
    Feed author/publisher: Bloomberg
  • → discusses News Commentary concept
    0.40
    evidence rules-v5
    Feed category: News Commentary
  • → discusses Business News concept
    0.40
    evidence rules-v5
    Feed category: Business News

Entities found in this episode

concepts 9

  • mentioned Business concept
    0.50
    evidence rules-v5
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned News Commentary concept
    0.50
    evidence rules-v5
    Feed category: News Commentary
  • mentioned Business News concept
    0.50
    evidence rules-v5
    Feed category: Business News
  • discusses Business concept
    0.40
    evidence rules-v5
    Feed category: Business
  • discusses News concept
    0.40
    evidence rules-v5
    Feed category: News
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • discusses News Commentary concept
    0.40
    evidence rules-v5
    Feed category: News Commentary
  • discusses Business News concept
    0.40
    evidence rules-v5
    Feed category: Business News

companys 2

  • mentioned Bloomberg company
    0.70
    evidence rules-v5
    Feed author/publisher: Bloomberg
  • hosted by Bloomberg company
    0.40
    evidence rules-v5
    Feed author/publisher: Bloomberg
Episode description as stored
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while 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 Federal Reserve's ongoing tightening cycle. On this episode, we speak with our former Bloomberg News 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 speed of the moves and the pace of the news itself. See Odd Lots Live in Chicago! See omnystudio.com/listener for privacy information.