Episodes
This 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...
Published 01/30/21
Liz 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....
Published 01/23/21
This 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...
Published 01/16/21
This 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.
Published 12/26/20
This 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...
Published 12/19/20
This 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...
Published 12/12/20
This 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...
Published 12/05/20
This 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....
Published 11/30/20
Naufal 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...
Published 11/21/20
This 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...
Published 11/15/20
This 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...
Published 11/07/20
This 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....
Published 10/31/20
This 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.
Published 10/24/20
This 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...
Published 10/10/20
This 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...
Published 10/03/20
This 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...
Published 09/27/20
This 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...
Published 09/19/20
This 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 Data...
Published 09/12/20
This 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...
Published 09/05/20
This 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...
Published 08/29/20
Salil 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...
Published 08/22/20
This 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...
Published 08/15/20
This 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...
Published 08/08/20
This 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,...
Published 08/01/20
Boris 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...
Published 07/25/20