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South Korea’s Massive AI Investment Push

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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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Goldman Sachs CEO David Solomon on the Coming Mega IPOs

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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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Who Is Your Dream Odd Lots Guest?

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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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The $200 Billion Data Center Transforming Louisiana

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Meta’s Mark Zuckerberg wanted to build a massive data center. And Louisiana leaders wanted Meta to choose their state as its home. But making that happen took a lot of negotiation — and secrecy. Bloomberg reporter Riley Griffin takes host Sarah Holder inside the deal.
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Iran Ratchets Up Talk of Controlling Hormuz; Stocks Rally | Horizons Middle East & Africa 6/30/2026

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Iran reiterated its determination to maintain control over maritime traffic moving through the Strait of Hormuz; Deputy Foreign Minister Kazem Gharibabadi said Iran wants to work out an agreement with Oman to oversee ships passing through Hormuz, but will move forward with its own plans if Oman is not interested. Also on the show: Stock rally extends as tech stocks rebound, Japanese Yen weakens to four-decade low; Hormuz traffic picks up as supertankers sail into Persian Gulf; Dubai stocks set for best quarter in a year as war premium ebbs; Chinese economic momentum stirs anew but slowdown remains likely; South African police on high alert before anti-migrant protests; Burnham’s UK devolution plan lacks answers on financial matters. Guests include: Haig Bathgate, Callanish Capital CEO; Victoria Mitchell, Control Risks Maritime Senior Analyst; Erica Tay, Maybank Macro Research Director.

Chapters:
00:07:55 – Iran ratchets up talk of controlling Hormuz
00:09:53 – Haig Bathgate, Callanish Capital
00:15:29 – Victoria Mitchell, Control Risks
00:27:29 – Dubai stocks set for best quarter in a year
00:30:55 – Erica Tay, Maybank
00:36:27 – South Africa anti-migrant protests
00:41:52 – Burnham vows to grow economy by taking powers out of London
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Getting to the World Cup Final Without Losing Your Mind

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Massive crowds, limited parking and packed transit will make getting to the World Cup Final in New Jersey a logistical nightmare. Bloomberg’s Aashna Shah and Randall Williams share the playbook to get to the match.
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