Episodes
Published 08/14/21
This 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...
Published 08/14/21
Serial 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,...
Published 08/07/21
This 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...
Published 07/31/21
This 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. Then...
Published 07/24/21
This 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...
Published 07/17/21
This 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,...
Published 07/10/21
This 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...
Published 06/26/21
This 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...
Published 06/19/21
Heather 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....
Published 06/12/21
This 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,...
Published 06/05/21
This 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...
Published 05/29/21
This 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 wild...
Published 05/22/21
This 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...
Published 05/15/21
This 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,...
Published 05/01/21
This 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,...
Published 04/24/21
This 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...
Published 04/17/21
This 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...
Published 04/11/21
Joshua 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...
Published 04/03/21
This 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, a...
Published 03/27/21
This 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...
Published 03/13/21
This 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...
Published 02/27/21
This 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...
Published 02/20/21
This 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...
Published 02/13/21
This 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...
Published 02/06/21