This week, a special edition of Wall Street Week on the USMCA trade deal. The renegotiations are testing the future of an auto industry built on decades of cross-border integration. And, American farmers increasingly depend on exports to Canada and Mexico as other overseas markets become more difficult to access. Plus, years of infrastructure investment have created an energy market that crosses borders more easily than political narratives suggest. Later, can three countries with different priorities still agree on a common economic vision?

Chapters:
00:01:34 – Autos
00:12:08 – Agriculture
00:23:51 – Energy
00:35:42 – USMCA Roundtable
00:47:26 – Best and Worst Scenarios
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The US, Japan, India and Australia launched a maritime surveillance initiative for the Indo-Pacific region as the Hormuz crisis deepens. Debjit Chakraborty explains how the high-profile summit aims to counter growing threats to commerce.
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As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs.

Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it’s still “good for the US to have the biggest, most important companies in the world.”
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South Korea is launching a 1,350 trillion won ($880 billion) plan in corporate investments to build out critical AI infrastructure and cement its global dominance in the semiconductor market. President Lee Jae Myung called the sweeping mega-project a “national survival strategy” for the AI era. Bloomberg’s Avril Hong breaks down the press conference, where President Lee was joined by the CEOs of tech giants Samsung and SK Hynix to outline the multi-year roadmap.
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We caught up with listeners before the Odd Lots live recording at City Winery to hear their favorite episodes, most unexpected takeaways and dream guest picks.

The answers covered everything from logging in Canada to behavioral economics—and a few very ambitious guest requests.
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