Exploring the ongoing conversation about how troubled banks are rescued, this episode delves into emergency financing programs, prepositioning collateral, risks in the banking system, unique revenue-sharing systems, facilities for banks, and deposit rates. The hosts reflect on previous discussions, expressing gratitude and urging listeners to leave positive reviews.

Discussion on the evolution of the US-China trade war and potential intensification of tariffs under a second Trump administration. Impact of tariffs on US-China relations, including decline in Chinese sales and necessity of trade restrictions. Factors influencing US-China relations, such as swing states and Trump's tough stance on China. Effects of tariffs on inflation, challenges in clean energy and critical industries, competition between Chinese EVs and Tesla, and emergence of trade blocks.

Steven Barsamian, COO at the Tank Tiger, discusses the business of moving and storing oil. He talks about storage capacity, how crude oil and refined products are transported, and the challenges of building storage facilities. They also touch on sediment in tanks, the diesel shortage, and the global demand for renewables.

The podcast discusses the challenges faced by New York Community Bancorp in lending to multi-family residential developers and its implications for the rent-stabilized housing market in NYC. The episodes explores topics such as the affordability crisis, rent control vs. rent stabilization, lending to rent-stabilized buildings, potential legal changes, building maintenance issues, and the need for a shift in perspective on rent-stabilized buildings as investments.

Tom McGee, CEO of the International Council of Shopping Centers, discusses the art of retail site selection, including demographics, tenant selection, and lease negotiations. The podcast also explores the importance of location within a shopping center, scalability of tenancy agreements, and factors to consider when selecting a business location. They also delve into the characteristics and customer patterns of Dutch Bros and Starbucks, and the considerations for choosing a drive-through site for safety and traffic management.

Former cattle farmer turned business editor at the Irish Farmers Journal, Lorcan Roche Kelly, discusses the reasons behind the recent wave of protests by farmers in Europe. He delves into the impact of climate obligations, economic conditions, government regulation, and free trade deals on farms, highlighting the unique conditions in each country. The podcast also explores the challenges faced by dairy farmers, the failures of a forestry program in Ireland, and includes some lighthearted banter about cows and farming trees.

Attacks on ships in the Red Sea escalate, impacting global trade. The evolving strategy of the Houthis, rising shipping rates, and challenges faced by global shippers are explored. Reordering of trade routes and the role of the US Navy in safeguarding trade are discussed. The worsening Red Sea crisis and its potential consequences are examined, including the impact on US supply chains.

Mark Cabana, longtime rates strategist at Bank of America, discusses the big questions in the bond market. Topics include who will buy all the bonds the US is selling, the impact of liquidity on the broader market, and the implications of balance sheet policy on market actors.

Claudia Sahm, former Federal Reserve economist and founder of Sahm Consulting, discusses the implications of the Sahm Rule, data challenges for economists, the prospect of recession, and dealing with online commenters. The importance of early indicators and preemptive measures in predicting recessions is emphasized, along with the impact of the COVID-19 recovery on different income groups in the US. The chapter also addresses savings post-COVID and the importance of diversity in economics.

In this special edition of Big Take DC, Bloomberg's Joe Weisenthal and Tracy Alloway discuss the reliability of data used by the Federal Reserve in decision-making. They interview ex-Fed economist Claudia Sahm to highlight concerns about flawed data and declining response rates in surveys. The podcast explores the impact of low response rates on data quality and the importance of rebuilding trust between the government and the people for accurate decision-making.