Odd Lots Everybody's Business: The Business of KPop Demon Hunters
Sep 7, 2025
Joe Weisenthal, co-host of Bloomberg's Odd Lots, and Sam Sanders, cultural commentator and host of the Sam Sanders Show, dive into the intriguing world of tariffs and their impact on markets. They question President Trump's claim about tariffs and the stock market. Sanders highlights the success of Netflix's K-Pop Demon Hunters, discussing its cultural resonance and innovative storytelling. The conversation further explores Hollywood's need for creative risks amid shifting audience preferences. Together, they unravel the connections between economics and pop culture.
AI Snips
Chapters
Transcript
Episode notes
Tariff Uncertainty Moves Markets Indirectly
- Policy uncertainty around tariffs can spook markets even if the core drivers are elsewhere.
- Joe Weisenthal notes tariffs' volatility and potential fiscal consequences may worry investors about deficits.
Tariff Revenue Affects Fiscal Sentiment
- Tariff revenue can temporarily ease fiscal pressures and affect bond yields.
- Weisenthal suggests losing that revenue could make deficits look worse and push yields higher.
Be Cautious Investing Around Tariff Policy
- Businesses should avoid investing blindly under tariff uncertainty.
- Joe Weisenthal warns firms that domestic investments tied to tariffs create permanent lobbying incentives.