What'd You Miss This Week
167 episodes - English - Latest episode: over 2 years ago - ★★★★ - 82 ratingsEvery week, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Joe Weisenthal, Caroline Hyde and Romaine Bostick. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend.
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Episodes
Fiat Currency is Having a Midlife Crisis
August 14, 2021 09:00 - 27 minutes - 24.8 MBThis week, Jon Huntley, senior economist at the Penn Wharton Budget Model, came on to discuss the budgetary and economic impact of the infrastructure package. Rune Christensen, the co-founder of MakerDAO, joined to talk DeFi and decentralized stable coins. Zvi Schreiber, the CEO and founder of Freightos, an internet marketplace for the trillion-dollar international freight market, came on to talk about his new book: "Money, Going Out of Style: The Story of Money and Thee Mystery of its Decli...
Serial SPAC-er Betsy Cohen Finds Her Seventh Target
August 07, 2021 09:00 - 28 minutes - 26 MBSerial SPAC dealmaker Betsy Cohen joined to talk about finding her seventh target, Pico, a New York-based technology provider for financial services companies that merged with FTAC Athena Acquisition Corp. in a $1.75 billion blank-check company deal. Senator Cynthia Lummis, Republican of Wyoming, came on to discuss the cryptocurrency amendment holding up the infrastructure package and why she is trying to narrow the language of the provision. Adam Ozimek, the chief economist at Upwork, outli...
Companies Have Lost the Distinction Between Data and Information
July 31, 2021 09:00 - 27 minutes - 25.2 MBThis week, NYU Stern School of Business finance professor Aswath Damodaran, joined to talk about why corporate earnings reports and regulatory filings keep getting longer, and why it's not necessarily a good thing for investors. Professor Damodaran explained why he thinks we are having a "disclosure dilemma" with all of this additional corporate data leading to even less information. Christie's CEO Guillaume Cerutti went through the global art market boom in everything from NFTs to jewelry a...
Crypto Investors Are Used to Volatility
July 24, 2021 09:00 - 27 minutes - 25.3 MBThis week, Grayscale Investments CEO Michael Sonnenshein joined to react to bitcoin's selling off below $30,000 and said crypto investors are used to the volatility. Chairman and CEO of United Wholesale Mortgage Mat Ishbia went through this week's housing data and explained why he thinks the housing market will stay hot. Nicole Perrin, an emarketer principal analyst at Insider Intelligence came on to talk about Twitter and Snapchat's earnings and the pandemic boom in digital advertising. The...
Why There's a Six-Month Wait for Garage Doors
July 17, 2021 09:00 - 30 minutes - 28.3 MBThis week, Binance.US CEO Brian Brooks joined along with Bloomberg Wall Street correspondent Sonali Basak to talk about hiring ex-regulator Manuel Alvarez and why regulation does not have to be a bad thing for the crypto space. Alyse Killeen, the founding managing partner at StillMark, the first Bitcoin-specific venture capital firm, discussed investing in bitcoin. Rick Palacios, principal and director of research at John Burns Real Estate Consulting, came on to talk about the housing market...
Why Truck Drivers Are So Hard to Find Right Now
July 10, 2021 09:00 - 25 minutes - 23.4 MBThis week, Chad Cascarilla, the co-founder and CEO of Paxos, a regulated blockchain platform that has its own stable coin, came on to talk the use and regulation of stable coins. Sam Bankman-Fried, the founder and CEO of FTX, a cryptocurrency derivatives platform, discussed their recent publicity push becoming the official crypto partner of Major League Baseball and getting the naming rights to the Miami Heat stadium. Dragonfly Capital general partner Tom Schmidt demystified DeFi, decentrali...
Global Liquidity Could Be Reaching Inflection Point
June 26, 2021 09:00 - 29 minutes - 27.4 MBThis week, Mercury Group CEO Adam Posner came on to talk about bottlenecks in the global supply chain and why there have been astronomical jumps in shipping rates. Audacity Capital founder and general partner Erikan Obotetukudo discussed forming the first VC firm focused solely on crypto startups and the opportunity she sees in the space. Win Thin, head of global currency strategy at Brown Brothers Harriman, joined to explain why he thinks global liquidity has reached an inflection point and...
Investing is Now a Pop Culture Phenomenon
June 19, 2021 09:00 - 36 minutes - 33.6 MBThis week, Gary Vaynerchuk, who is a board member of the sports memorabilia company Candy, CEO of VaynerMedia, and has a new NFT project called VeeFriends, joined to talk about the resurgence in trading cards, how investing has become a pop culture phenomenon and why alternative investments hold more social currency than stocks. Ursula Burns, former CEO of Xerox and senior advisor at Teneo, came on to talk about her new memoir "Where You Are Is Not Who You Are" and whether policymakers are t...
Elizabeth Warren's Plan to Tame the "Wild West" of Crypto
June 12, 2021 09:00 - 31 minutes - 29.2 MBHeather Boushey, a member of President Biden's Council of Economic Advisers, joined to discuss the jobs report and the why payrolls keep falling short of expectations. Ali Wolf, the chief economist at Zonda, a housing data and research firm, came on to talk about whether the housing market fever is finally showing signs of breaking. Nick Carter, the founding partner of Castle Island Ventures, reacted to El Salvador becoming the first country to adopt Bitcoin as legal tender. Then Sen. Elizab...
AMC Embraces the Meme Stock Frenzy
June 05, 2021 09:00 - 27 minutes - 25.2 MBThis week, Roshun Patel, vice president of institutional lending at Genesis, a full-service digital currency prime brokerage, joined to talk about the asset class that never sleeps: crypto, and its wild weekend trading. Chad Beynon, a senior gaming, lodging and theatres analyst at Macquarie Capital, joined alongside Bloomberg cross-asset reporter Katie Greifeld to talk about AMC embracing its meme stock status. Yoni Assia, the founder and CEO of eToro, an Israel-based competitor to Robinhood...
There's No Muscle Memory for How to Handle This Recovery
May 29, 2021 09:00 - 31 minutes - 29.1 MBThis week, Stinson Dean, Deacon Lumber Company CEO, came back on to talk about why lumber is caught in another market standoff. Jill Carlson, Slow Ventures principal and co-founder of the Open Money Initiative, returned to discuss whether she thinks this is the end of a crypto cycle and why institutions are still buying bitcoin despite the volatility. Caroline had an exclusive interview with Chevron CEO Mike Wirth right after he faced a major rebuke from his shareholders, which voted to back...
A 30% Dip is Just Another Wednesday in Crypto
May 22, 2021 09:00 - 32 minutes - 29.7 MBThis week, Christie's CEO Guillaume Cerutti, joined to talk about their spring auction, which included a group of nine Cryptopunks NFTs and the future of digital art. Mike Novogratz, the founder and CEO of Galaxy Digital, reacted to Monday's volatility in bitcoin and explained why he thinks the cryptocurrency is likely to remain under pressure for weeks. Soona Amhaz, general partner at Venture Captial firm Volt Capital, which invests in the crypto space, came on to talk about Wednesday's wil...
Bitcoin Has No Plan. It Could Even Go Down.
May 15, 2021 09:00 - 35 minutes - 32.3 MBThis week, Rick Palacios, principal and director of Research at John Burns Real Estate Consulting, went through the latest in the lumber market frenzy and the impact on the U.S. housing market. Bloomberg Opinion columnist Conor Sen and Neil Dutta, the head of U.S. economics at Renaissance Macro Research, debated whether the economic cycle has peaked. Mike Pyle. chief economic advisor to Vice President Kamala Harris and former chief investment strategist at BlackRock, came on to react to the ...
Grab Your Copper $10,000 Hats
May 01, 2021 09:00 - 26 minutes - 24.6 MBThis week, Emily Weis, State Street emerging markets strategist, explained what was behind copper's record week and driving the metal to $10,000. Nir Kaissar, a Bloomberg Opinion columnist and the founder of Unison Advisors, argued why he thinks corporate tax loopholes actually matter more than the rate itself. Michelle Meyer, the head of U.S. economics at Bank of America Securities, went through this week's economic data and offered an outlook for the U.S. housing market. Then Tina Tchen, T...
Paul Krugman Thinks Trade Policy Has Always Been Overrated
April 24, 2021 09:00 - 27 minutes - 25.4 MBThis week, Mario Stefanidis, Roundhill Investments vice president of research, who actively manages the firm's sports-themed MVP ETF, joined to talk about the investment side of the short-lived European Super League. Ali Wolf, chief economist at Zonda, a housing market research and real estate analytics firm, came on to talk about the U.S. housing market. Then New York Times columnist and Nobel Prize-winning economist Paul Krugman joined for a wide-ranging interview on his economic outlook, ...
The Lumber Market is Full of Cowboys
April 17, 2021 09:00 - 27 minutes - 24.9 MBThis week, Jeff Korzenik, joined to talk about his new book "Untapped Talent: How Second Chance Hiring Works for Your Business and the Community" and why people with criminal backgrounds should not be employees of last resort. Binance.US CEO Catherine Coley came on to react to the Coinbase listing and discussed whether there was room for multiple winners in this space. Roshun Patel, vice president of institutional lending at Genesis, a digital currency prime brokerage, also discussed the Coi...
What History Tells Us About the Difference Between Hyperinflation and Inflation
April 11, 2021 22:21 - 26 minutes - 24.6 MBThis week, Alon Levy, a fellow at NYU's Marron Institute, joined to discuss why the U.S. is not good at infrastructure and why public works projects carry a higher price tag in the U.S. as compared with other countries. Diogo Monica, the co-founder and president of Anchorage, a digital asset platform for institutions, came on to talk about Visa allowing transactions with UDS stablecoin. Boris Jordan, the executive chairman of Curaleaf, which just closed a deal to buy Emmac Life Sciences for ...
It's Hard to be a Bear Right Now
April 03, 2021 14:55 - 29 minutes - 26.7 MBJoshua Younger, head of U.S. interest rate derivatives strategy at J.P. Morgan, joined to talk about the worst quarter for Treasuries since 1980. Yesha Yadav, law professor at Vanderbilt Law School and former legal counsel for the World Bank, discussed the volatility in Treasuries and the impact of the lack of regulation in the space. Unison Advisors founder and Bloomberg Opinion columnist Nir Kaissar explained why it's hard to be bear right now. Then Priyanka Desai, a member of the NFT-foc...
The I Word
March 27, 2021 09:00 - 29 minutes - 26.8 MBThis week, Jason Tuvey, Capital Economics senior emerging markets economist, joined to talk about the sharp selloff in Turkish assets after President Erdogan ousted the country's central bank governor and what comes next for the country's economy and financial markets. Bloomberg Opinion columnist Noah Smith explained why local price changes aren't inflation. Harvard Business School professor Willy Shih discussed Intel's ambitious bid to regain its manufacturing lead. Then Sridhar Ramaswamy, ...
$1.9 Trillion in Stimulus is Coming. Will Inflation Follow?
March 13, 2021 10:00 - 41 minutes - 38.3 MBThis week, Ursual Burns, the former Xerox CEO and first black woman to lead a Fortune 500 company discussed the gap between companies' rhetoric and results on International Women's Day. Tim Duy, SGH Macro Advisors economist, University of Oregon professor, and Bloomberg Opinion Columnist, joined to talk about the inflation debate ahead of next week's Federal Reserve rate decision. Liz Pancotti, Employ America senior advisor, broke down the economic impact of President Biden's $1.9 trillion s...
Could a Commodity Supercycle Be Upon Us?
February 27, 2021 18:17 - 24 minutes - 22.6 MBThis week, Emily Weis, emerging market strategist at State Street, went through the implications of Brazilian President Bolsonaro firing the CEO of the state-run oil company Petrobras and the outlook for emerging markets. Scott Irwin, the Laurence J. Norton Chair of Agricultural Marketing at the University of Illinois, who is an expert in futures and commodity markets, discussed the surge in commodity prices and whether a new supercycle has arrived. KR Sridhar, the founder and CEO of Bloom E...
The Perfect Storm Comes for the Texas Electrical Grid
February 20, 2021 10:00 - 28 minutes - 26 MBThis week, Josiah Neeley, the Texas director and resident senior fellow for energy at the R Street institute, spoke about some reforms that could prevent the energy crisis in Texas from happening again. Jason Bordoff, a Columbia Unversity professor and the founding director of the Center on Global Energy Policy, talked about whether the blackouts will impact President Biden's green energy plan. Brett Winton, the director of research at ARK Invest, joined to discuss how the failure of Texas's...
What People Get Wrong About Bitcoin's Climate Footprint
February 13, 2021 10:00 - 27 minutes - 25.6 MBThis week, Michael Saylor, the MicroStrategy CEO-turned-king of bitcoin treasuries, called upon fellow business executives to avoid the path of financial “serfdom” and outlined a strategy for corporate bitcoin adoption. Nic Carter, the founding partner at Castle Island Ventures, joined to discuss what get people get wrong about bitcoin's climate footprint. Matt Bruenig, founder of the People's Policy Project, came on to talk about Senator Mitt Romney's plan to fight child poverty and the pro...
Checks Are In Right Now
February 06, 2021 10:00 - 32 minutes - 30.2 MBThis week, Ken Lewis, the CEO of ApMex, often called the Walmart of precious metals, came on to talk about the record demand he saw for silver as the hoard of Reddit-fueled retail traders discovered the commodity market and drove silver to its highest price in nearly eight years. Adrian Ash, the director of research at BullionVault, a physical gold and silver market for private investors online, also discussed how unprecedented silver's run this week was. Jill Carlson, the co-founder of the ...
The GameStop Stock Market Slash Mobs are Here to Stay
January 30, 2021 10:00 - 34 minutes - 31.7 MBThis week was one like no other with GameStop taking over the markets, internet and zeitgeist and What'd You Miss covered the story from all sides. Benn Eifert, principal and chief investment officer at QVR Advisors, explained the gamma squeeze phenomenon at play. Gabriel Grego, managing partner at Quintessential Capital Management, made the case for short-selling and discussed whether advertising a short position is now a career risk. Howard Lindzon, the co-founder of StockTwits, went thoug...
Quants are Starting to Have to Consider Reddit
January 23, 2021 10:00 - 29 minutes - 27.2 MBLiz Pancotti, a senior advisor at Employ America, joined to discuss President Biden's stimulus plan and the economic challenges ahead for the new administration. Nobel Prize-winning economist and Columbia professor Joe Stiglitz explained why he thinks the White House stimulus package is sufficient enough to ensure that we get back to pre-pandemic levels of output. Conference Board chief economist Dana Peterson went through the biggest issues weighing on the minds of CEOs for the year ahead. ...
Bitcoin is the Crypto Gateway Drug for Institutions
January 16, 2021 10:00 - 30 minutes - 28 MBThis week, Jill Carlson, Slow Venture principal and Open Money Initiative co-founder, joined to discuss bitcoin's record start to the year and the influx of institutional money into the space. Julia Coronado, Macropolicy Perspectives president and founder, came on to talk about why some Fed officials fanned talk of tapering bond buying and investor flashbacks to the 2013 taper tantrum. Willy Shih, professor of management practice at Harvard Business School, joined to go through the global ch...
CEO Spotlight on Chevron's Mike Wirth
December 26, 2020 10:00 - 33 minutes - 31 MBThis week, Caroline puts the CEO Spotlight on Chevron chairman and chief executive Mike Wirth, who has been with the company since 1982 and at its helm since the beginning of 2018. Wirth discusses his outlook for energy demand and oil prices in the year ahead amid the ongoing pandemic, climate change, balancing their responsibilities to shareholders and the environment, and what the incoming Biden administration means for Chevron. See omnystudio.com/listener for privacy information.
Bitcoin is Becoming an Institutional Asset Class
December 19, 2020 10:00 - 26 minutes - 24.6 MBThis week, Exante Data founder and CEO, Jens Nordvig, joined to discuss what he calls "the big myth about money and inflation." Jon Turek, author of Cheap Convexity, offered his maco outlook for markets amid the simultaneous risk-on rally in stocks and breakevens. Zach Maril, the founder of the Knuckleheads Club, who has spent years researching Google's search engine, explained why Google's webcrawler is a natural monopoly and should be regulated as one. Then Seth Ginns, managing partner and...
A Week of Eye-Watering IPOs
December 12, 2020 18:04 - 26 minutes - 24.5 MBThis week, Catherine Mealor, an analyst at KBW, came on to talk about what KBW's restoration index says about the road to economic recovery and how dependent it is on further fiscal stimulus. Mark Palmer, a fintech analyst at BTIG, joined to discuss how fintech companies like the Cash App are trying to ride the cryptocurrency wave. Win Thin, the global head of currency strategy at Brown Brothers Harriman, offered his outlook for global FX as emerging markets near record highs. Then Leigh Dro...
Paul Krugman is Optimistic about a Rapid Economic Recovery
December 05, 2020 17:27 - 34 minutes - 31.6 MBThis week, Claudia Sahm, former economist at the Federal Reserve and a contributor to Bloomberg Opinion, joined to discuss President-Elect Biden's economic team. Opal Tometi, one of three co-founders of Black Lives Matter, discussed the direction of the incoming Biden administration. Paul Krugman, Nobel Laureate economist, New York Times columnist and distinguished economics professor in the PhD program at the City University of New York, came on to talk about his outlook for the economic re...
The Shortened Trading Week Wasn't Short on Records
November 30, 2020 22:36 - 30 minutes - 28.2 MBThis week, Alan Blinder, former vice chairman of the Federal Reserve, member of President Clinton's original Council of Economic Advisers, and Princeton professor, joined to talk about the road ahead for the economic recovery, the new slate of policymakers who will be at the helm of it and whether the Trump administration is trying to make their eventual job more difficult. Columbia Law School professor Kathryn Judge discussed what a Janet Yellen Treasury means for financial regulation. Skan...
12 Million Americans Face a Fiscal Cliff This Christmas
November 21, 2020 17:00 - 27 minutes - 25.5 MBNaufal Sanaullah, macro strategist at EIA Alpha Partners, joined to talk about his outlook for the market and the risks he sees ahead as long-term optimism about a covid-19 vaccine seems to be winning out over short-term fear of renewed lockdowns. Catherine Coley, the CEO of Binance U.S., and Nic Carter, the founding partner at Castle Island Ventures, came on to discuss what is driving the massive bitcoin rally that has pushed the cryptocurrency up to the $17,600 mark, a level reminiscent of...
Big Tech Prepares for Different Joe Biden This Time
November 15, 2020 10:00 - 37 minutes - 34.3 MBThis week, longtime emerging markets expert Paul McNamara, investment director at GAM, joined to talk about what was driving EM to its highest levels since 2018. Gigi Sohn, a distinguished fellow at the Georgetown Law Institute for Technology Law & Policy and former counselor for the Federal Communications Commission, came on to discuss why Silicon Valley is bracing for a different Joe Biden this time around in the White House. Jon Turek, the Author of Cheap Convexity blog, explained how inv...
Election Day Stretches Into Election Week
November 07, 2020 10:00 - 27 minutes - 24.9 MBThis week, Morgan Harper, American Economic Liberties Project senior advisor, joined ahead of election day to talk about Proposition 22 in California and the implications for gig workers. Ursula Burns, the former CEO of Xerox and senior advisor at Teneo, came on to talk about the responsibilities of the private sector in the face of divided government. Guy Lebas, chief fixed income strategist at Janney Montgomery Scott, discussed the outlook for markets amid uncertainty over the election win...
Don't Rule Out a Double-Dip Recession
October 31, 2020 09:00 - 22 minutes - 20.9 MBThis week, former New York Federal Reserve president and Bloomberg Opinion columnist Bill Dudley joined to talk about why the Federal Reserve is running out of fire power to fight the economic downturn and why we should not rule out a double-dip recession. Vivien Azer, managing Director and senior Research analyst at Cowen, came on to talk about how this upcoming election is a pivotal moment in the push for legalizing cannabis as states look for innovative ways to make municipal ends meet. T...
CEO Spotlight on Delta's Ed Bastian
October 24, 2020 09:00 - 34 minutes - 31.9 MBThis week, Caroline puts the CEO Spotlight on Delta chief executive Ed Bastian and talks to him about leading an airline through the pandemic, his outlook for travel, what he would like to see from the government in terms of further stimulus and how Delta has reacted to the reckoning over racial injustice as Atlanta has found itself at the center of it. See omnystudio.com/listener for privacy information.
Killer Mike is Rebuilding on Rubble with His Own Bank
October 10, 2020 09:00 - 34 minutes - 31.2 MBThis week, Michael Render, better known as Killer Mike, the Grammy-winning rapper of the hip-hop duo Run the Jewels, joined to talk about the launch of his digital bank Greenwood. Karl Smith, co-founder of the blog Modeled Behavior, came on to talk about why he thinks Joe Biden is the one to break the impasse in stimulus talks. Former Federal Reserve economist Claudia Sahm explained why she thinks the last real chance for further fiscal relief has already been missed and why the Federal Rese...
Is the Stock Market Really that Disconnected from the Economy?
October 03, 2020 09:00 - 29 minutes - 27 MBThis week, Tyler Goodspeed, the acting chairman and Vice Chairman of the White House Council of Economic Advisers, joined ahead of jobs day to react to the new consumer data. Arpit Gupta, assistant professor of finance at the New York University Stern School of Business, came on to talk about his new data showing how the pandemic is exasperated existing economic inequality in New York City and making economic mobility even more difficult. Then a What'd You Miss debate tackling one of the big...
Wall Street Gears Up For Election Risk
September 27, 2020 09:00 - 30 minutes - 28.1 MBThis week, Michael Purves, the founder and CEO of Tallbacken Capital, joined to talk about how a Supreme Court fight became a market event. University of Oregon economics professor Tim Duy came on to discuss the economic collateral damage of no further fiscal stimulus. J.W. Mason, Roosevelt Institute fellow and City University of New York associate economics professor, joined to explain his new study about what we can learn from the economic mobilization during World War II and how it can be...
Download TikTok and WeChat While You Still Can
September 19, 2020 09:00 - 30 minutes - 28.1 MBThis week, Jeff Korzenik, chief investment strategist at Fifth Third Bank joined to talk about connecting the Federal Reserve's theoretical policymaking with its real-world impact on the economy. Frederik Ducrozet, strategist at Pictet Wealth Management, came on to discuss the outlook for Europe's economy, the return of Brexit and the real possibility of negative rates in the U.K. Paul Halpern, former CFIUS Director at the Department of Defense and Halpern Analytics founder, joined to talk a...
Big Tech's Stay-at-Home Rally Turns into a Rout
September 12, 2020 09:00 - 38 minutes - 35.1 MBThis week, Ursula Burns, the former CEO of Xerox and current senior advisor at Teneo, joined to talk about her work leading the Board Diversity Action Alliance and why she thinks corporate leaders should be speaking out even more on societal issues. Leigh Drogen, the founder and CEO of the open financial estimates platform Estimize, came to on to talk about how big tech's stay-at-home rally turned into a rout this week and if valuations are really that far off for the sector. Then Exante Dat...
New Jersey's Plan to Give Every Baby $1,000
September 05, 2020 09:00 - 33 minutes - 30.9 MBThis week, Darrick Hamilton, the Henry Cohen Professor of Economics and Urban Policy at The New School, and Naomi Zewde, an assistant professor in the Graduate School of Public Health and Health Policy at City University of New York, joined to talk about New Jersey Governor Phil Murphy’s baby bonds plan and how it could start to close the racial wealth gap. Viral Acharya, former Deputy Governor of the Reserve Bank of India and NYU economics professor, came on to offer a global economic out...
The Fed Has a Credibility Issue on Inflation
August 29, 2020 09:00 - 31 minutes - 29.3 MBThis week, Diane Swonk, Grant Thronton chief economist, joined to discuss Federal Reserve Chairman Powell's policy shift to let inflation and employment run higher and whether the central bank could feasibly achieve the new policy goal. Srinivas Thiruvadanthai, research director for the Jerome Levy Forecasting Center, came on to talk about the Center's new report on just how unequal the recovery has been between large corporations and small businesses. Erica Groshen, former Commissioner of t...
Expect a Choppy Recovery for Everything but Big Tech
August 22, 2020 09:00 - 34 minutes - 32 MBSalil Parekh, the CEO of Infosys, one of the largest IT outsourcing companies in the world, joined to talk about how he has handled business being battered by the pandemic and changing immigration policies across the west which have forced the company to pivot to hiring local talent, as opposed to bringing IT consultants from India. Then Chris Ailman, the chief investment officer at CalSTRS, discussed why he thinks the current market is not sustainable and a choppy recovery is coming for eve...
Kodak's Short-Lived Pivot to Pharma
August 15, 2020 09:00 - 29 minutes - 26.8 MBThis week, Crunch Worldwide CEO Jim Rowley joined to talk about the toll the pandemic has taken on his workforce, his push to safely reopen and why Peleton won't be the end of gyms. The new OpenTable CEO Debby Soo came on to discuss why she is confident that consumer demand will return despite the company's recent data predicting one in four U.S. restaurants will go out of business. Indi Dutta-Gupta, co-executive director of the Georgetown Center on Poverty and Inequality, explained how to i...
Don't Expect August to Be Kind to Markets or the Labor Market
August 08, 2020 09:00 - 49 minutes - 45.3 MBThis week, Mona Mahajan, U.S. investment strategist at Allianz Global Investors, joined with her outlook - discussing whether the massive outperformance from tech stocks is justified and why she is expecting August to bring more risks and volatility for markets. Tiffany Wilding, U.S. economist at PIMCO, came on to react to the jobless claims and explain why the V-shaped recovery in April and May won't last. Sonos CEO Patrick Spence joined after the company's earnings and said why he is confi...
The Fed is the Only Game in Town
August 01, 2020 09:00 - 30 minutes - 27.8 MBThis week, Nick Maroutsos, head of global bonds at Janus Henderson, offered his outlook ahead of the Federal Reserve's rate decision. Nick told us why he thinks the Fed is "the only game in town" as investors are looking past grim economic data and driving up the market knowing the Fed if there to backstop it. Win Thin, global head of currency strategy at Brown Brothers Harriman, joined to talk about why he thinks "all the stars are aligned against the dollar right now." Mehrsa Baradaran, As...
State Budget Virus Shortfalls Could Be Saved by Cannabis
July 25, 2020 09:00 - 32 minutes - 30.1 MBBoris Jordan, Curaleaf executive chairman, joined to talk about how our stay-at-home reality is delivering a boost to the cannabis industry with increased demand and more states considering recreational marijuana for revenue amid budget shortfalls, and what a Biden administration could mean for the sector. Entertainment mogul Steve Stoute, founder and CEO of UnitedMasters and Translation, came on to discuss his plan to upend the music industry by giving artists 100 percent royalties and how ...
The U.S. Economy Depends on Kids This Fall
July 18, 2020 09:00 - 28 minutes - 26 MBThis week, Analog Devices CEO Vincent Roche joined to discuss his $21 billion dollar chip deal to acquire rival Maxim and where he is seeking to gain scale with the combined company. George Pyne, founder and CEO of Bruin Sports Capital, came on to talk about Dan Snyder's decision to retire the Redskins name from the Washington NFL team after years of refusing to entertain the idea and what it could mean for the team's hopes for a new stadium. Michael Chertoff, former U.S. Secretary of Homela...