Rank #1: Warren Accuses Michael Bloomberg of ‘Buying the Election’
This week, Joe sits down with Democratic Presidential candidate Elizabeth Warren to talk about the wealth tax, her plan for trade with China, and Michael Bloomberg's entrance to race. Christopher Ailman, CalSTRS Chief Investment Officer, joined to discuss his push for technology companies to end dual class stock structures after seven years. Then David Woo, Head of Global Rates and Currencies Research at Bank of America Merrill Lynch, came on to talk about why China is worried that Bernie Sanders and Elizabeth Warren could be tougher on trade than President Trump and offer his top trades of 2020.
Dec 06 2019
Rank #2: Are We Thinking About Tech IPOs All Wrong?
On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley spoke with Rett Wallace, CEO of Triton Research, about why investors are evaluating tech IPOs all wrong. He told us the underwriters, ’whether its two guys and a dog or Goldman Sachs’ control all the information and the narrative. Companies don’t have to tell the truth, and there is a lack of transparency, he added. Triton Research is trying to fix that with a different way of grading startups looking to go public.
Dale Folwell, the Treasurer of North Carolina, also came on to talk about his efforts to drive down the cost of health care. The buying power of the Tar Heel state is almost as large as the potential Amazon, J.P. Morgan and Berkshire Hathaway healthcare initiative would be, and Dale is trying to harness that negotiating power amid what he called a ’medical arms race’ in the health care industry.
Then Bloomberg’s Executive Editor for Global Technology, Tom Giles, joined to wrap up a busy week in tech earnings, including why Facebook investors should be breathing a sigh of relief and the latest challenges for Qualcomm.
Apr 27 2018
Rank #3: Retail Isn't For the Faint of Heart or Public Markets
This week, U.S. Women's National Team soccer players Ashlyn Harris and Ali Kreeger sat down with Scarlet to talk about their fight for equal pay. Under Armour CEO Kevin Plank and its current President & COO and incoming CEO Patrik Frisk talked with Caroline about the change of guard at the sportswear brand. Marc Cooper, CEO of PJ Solomon, joined to discuss Hudson's Bay decision to go private. Then Katharina Pistor, a comparative law professor at Columbia Law School and the director of the Center on Global Legal Transformation at Columbia, came on to talk about Mark Zuckerberg's Congressional testimony and what about Libra most concerns her.
Oct 25 2019
Rank #4: Why China is "Just a Paper Tiger"
This week, Kyle Bass, founder and Chief Investment Officer at Hayman Capital Management, came on to talk about why he's sticking with his 2020 recession call and why he hopes President Trump doesn't "take the easy way out" on the China trade talks. Anwar Ibrahim, the head of Malaysia's ruling party and its Prime Minister-in-waiting discussed his country's talks with Goldman Sachs over the 1MDB scandal. Then Brad Setser, senior fellow at the Council on Foreign Relations, joined to make the case for a German fiscal stimulus.
Feb 15 2019
Rank #5: President Trump Wants a Dovish Fed Chair. He Fired Her
This week, Joe, Scarlet and Julie spoke with Greg Valliere, Horizon Investments Chief Global Strategist, about the feud that he has been warning for months was inevitable: President Trump versus the Fed. Greg pointed out the irony: President Trump now wants a dovish Fed Chair. But, the President already had one. He fired her. Then Bloomberg Opinion Columnist Nathanial Bullard joined to discuss the Trump administration's latest environmental regulation rollback: revoking California's authority to set their own greenhouse gas emission standards. Sandy Darity, a professor in the Sanford School of Public Policy at Duke University, also joined to make the case for a federal jobs guarantee, and said even he is surprised at how much the policy idea is catching on.
Jul 27 2018
Rank #6: Why Markets are Crazy to Ignore the Risks of a Trade War
This week, Joe, Scarlet and Julie Hyman spoke with Guggeheim Global Chief Investment Officer Scott Minerd about why markets are crazy to ignore the risks of President Trump's trade war. Scott explained why U.S. consumers will be the ones footing the bill, and all the proof they need is their washing machine. Shannon O'Neil, a senior fellow for Latin America Studies at the Council on Foreign Relations and frequent contributor to Bloomberg Opinion, also came on to discuss AMLO's to-do list for when he takes office as Mexico's next president. Then Bill Lee, Chief Economist at the Milken Institute, wrapped things up with his take on the state of the labor market.
Jul 13 2018
Rank #7: The Libertarian Case for Big Government
On What'd You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley talked with Peter Atwater, President at Financial Insights, about why President Trump's favorite metric of success is actually hurting his approval ratings. Peter discussed why when it comes to the President's base, there is an inverse relationship between the stock market and his poll numbers. Alex Tabarrok, Economics Chair at George Mason University's Mercatus Center, also came on to discuss his surprising research about regulation and economic dynamism. He set out to ask "Is Regulation to Blame for the Decline in American Entrepreneurship?" and ended up making the Libertarian's case for big government. Then Erik Nielsen, Chief Economist at UniCredit, joined to recap a busy week for geopolitics and the global economy. Erik talked through the evolution of the West's sanctions on Russia, the war in China that he (and the rest of Europe) wished President Trump would fight and what he loved about Jay Powell's first news conference.
Apr 20 2018
Rank #8: Jack Dorsey's Ultimate Subtweet
This week, Scarlet sat down with San Francisco 49er's President Al Guido to talk about their new perks for season ticket holders and the team's undefeated season. Alberto Ramos, the head of Latin America economic research at Goldman Sachs, came on ahead of the Argentine election results to discuss the impact as well as the growing protests in Chile. Then in an exclusive interview, Caroline spoke with Facebook COO Sheryl Sandberg about the company's strong third quarter earnings and decision to not fact-check political ads.
Nov 01 2019
Rank #9: Every Investment Decision Comes Down to Huawei
This week, David Woo, the head of Global Rates and Currencies Research at Bank of America Merrill Lynch, joined to discuss whether negative yields will spread to the U.S. and why every investment decision comes to one company: Huawei. Then Ian Bremmer, founder and president of the Eurasia Group, sat down for a wide-ranging interview on President Trump's strategy towards Iran, the U.S.-China trade war and whether a no-deal Brexit is now the most likely outcome.
Jul 26 2019
Rank #10: Why the Street's Biggest Facebook Bear Just Got More Bearish
This week, Verizon CEO Hans Vestberg joined from from the Consumer Electronics Show in Las Vegas, to talk about their 5G rollout and why is predicting meaningful revenue from the technology by 2020. Alicia Levine, Chief Strategist at BNY Mellon Investment Management, came on to talk about the Fed Minutes revealing a more cautious approach from the FOMC. Brian Wieser, Senior Analyst at the Pivotal Research Group, and Wall Street's biggest bear on Facebook joined to discuss why he is downgrading the stock. Then Columbia Business School Professor Fabio Savoldelli went through the biggest winners and losers for hedge funds last year.
Jan 11 2019
Rank #11: Rewriting Economics Textbooks with Negative Rates
This week, Dartmouth College Economics Professor Danny Blanchflower broke down the unprecedented ECB revolt over QE and the end of the Draghi era. Labor Economist and University of California Berkeley Professor Harley Shaiken discussed the growing threat of a GM strike. Barnard College President Sian Beilock came on to talk about the unprecedented number of female presidential candidates. Then, Agnes Pannier-Runacher, French Minister of State for the economy, joined to talk about the state of the French economy.
Sep 13 2019
Rank #12: Coworking Life After Adam Neumann
This week, Eduard Shepman, founder & CEO of Tribes Inspiring Workplaces, a European WeWork competitor, joined to talk about the coworking industry after Adam Neumann. Perth Tolle founder of Life and Liberty Indexes, discussed Republican Senator Marco Rubio's public fight with MSCI and how people can better gauge the human rights implications of their investments. Scarlet spoke exclusively with Carole Ghosn, the wife of Carlos Ghosn to hear about her push for her husband to face trial in France one year after his arrest in Japan.
Then we discussed this week's protests in Hong Kong and the push from U.S. lawmakers to support the demonstrators. Michael Hirson, practice head of China and Northeast Asia at the Eurasia Group, talked about the impact it all could have on U.S.-China trade negotiations. Then Rory Green, China economist at TS Lombard, and Damian Sassower, chief emerging market credit strategist at Bloomberg Intelligence, talked about how markets were digesting the unrest and what impact it is having on the city's economy.
Nov 22 2019
Rank #13: Why Brexit is a lot like The Big Lebowski
This week, Tim Harford, senior columnist at the FT, joined to talk about the political brinkmanship on both sides of the Atlantic. Sara Menker, the founder and CEO of Gro Intelligence, discussed how agriculture data is grinding to a halt due to the shutdown. Former U.S. Ambassador to China Max Baucus talked about the federal probe into Huawei. Devin Ryan, Senior Research Analyst at JMP Securities, went through Goldman earnings. Then Bloomberg Opinion columnist Nir Kaissar discussed the life and legacy of Vanguard founder Jack Bogle.
Jan 18 2019
Rank #14: The American Brain Drain
This Week, former IMF deputy managing director Anne Krueger came on to talk about what she calls "Trump's Brain Drain" and how higher education is getting left out of the immigration debate. Alberto Ramos, head of Latin America Economic Research at Goldman Sachs, explained why he's 'cautiously optimistic' about the outlooks for Brazil and Argentina. Canopy Growth CEO Bruce Linton discussed building the first hemp production facility in the U.S. Steve Cannon, CEO of the AMB Group, which owns the Mercedes Benz Stadium in Atlanta, talked about his Super Bowl prep. Then Greylock Capital Management CEO Hans Humes came on to talk about the dueling presidents in Venezuela.
Jan 25 2019
Rank #15: CEO Spotlight on Qualcomm's Steve Mollenkopf
This week, Caroline Hyde sat down with Qualcomm Chief Executive Steve Mollenkopf for a wide-ranging interview as part of our CEO Spotlight Series. Mollenkopf discussed the race for 5G, the surprising ways it will be used beyond phones as well as how the company is managing antitrust pressures and maintaining a culture of innovation.
Dec 27 2019
Rank #16: The Most Successful Streaming Service You've Probably Never Heard Of
This week, Win Thin, the global head of currency strategy at Brown Brothers Harrimanm, joined to discuss the pound erasing its post-election rally once the threat of a no-deal Brexit was back on. Curiositystream CEO Clint Stinchcomb talked about how the science and nature-focused streaming service he runs is beating ESPN+ and HBO Now in subscribers. Deutsche Bank chief economist Torsten Slok discussed life after Mark Carney at the Bank of England. Then Checkr CEO Daniel Yanisse joined to talk about how his company is using technology to improve biases in hiring and help people with criminal records get back to work.
Dec 20 2019
Rank #17: Why Not Trading Can Be A Great Strategy
On What'd You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley spoke with Peter Borish, Quad Group Chief Strategist, about why investors need to do less and sometimes not trading can be a really great strategy. Jason Robins, the CEO of DraftKings, also joined, to discuss the potential $150 billion market for sports betting after the Supreme Court's decision this week. Then Conor Sen, Portfolio Manager for New River Investments and Bloomberg Opinion columnist, came on to talk about the supply and demand equation for higher education and whether the college admissions process is shifting to the student's favor.
May 18 2018
Rank #18: The Big Business of Peak NFL
This week, Scarlet sat down with New York Times Magazine Chief National Correspondent, Mark Leibovich, to talk about his new book "Big Game: The NFL in Dangerous Times." Mark discussed his four year saga of investigating the league and its 32 owners, and why he thinks the NFL is just as much of a swamp as Washington. David Kirkpatrick CEO of Techonomy Media also joined Joe, Scarlet and Caroline to discuss Sheryl Sandberg and Jack Dorsey's trip to Capitol Hill for questioning and whether this was actually breaking through to the companies' users. Then Geoff Dennis, Head of Global Emerging Market Strategy at UBS, came on to tackle this week's selloff in emerging markets.
Sep 07 2018
Rank #19: Why David Woo is So Incredibly Bullish on the U.S. Dollar and You Should be Too
On What'd You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley spoke with David Woo, Head of Global Rates and Currencies Research at Bank of America Merrill Lynch, about why NAFTA is the perfect blueprint for how the Trump administration should approach trade negotiations and why he's 'so incredibly bullish on the U.S. dollar.'
Steven Englander, Head of Research and Strategy at Rafiki Capital, also joined to talk through the latest wage date and why it was not nearly as weak as it was made out to be. Steven explained how the market was too pessimistic over the winter and now was shaking off those winter doldrums and unwinding.
Commercial pilots are one of the last strongholds of organized labor in the U.S. Leaders see the pilots as only the latest victim in the corporate war on unions, but Kenn Ricci, Chairman of Flexjet, is trying to change their mind and convince them that the ones wearing the wings could better negotiate for themselves directly.
May 11 2018
Rank #20: Why Erdogan's "Peculiar Politics" Makes for Bad Economics
This week, Scarlet and Joe spoke with Adam Tooze, Columbia University professor and author of "Crashed: How a Decade of Financial Crises Changed the World" about Turkey's economic crisis and how the U.S. is doing nine years into a bull market. Keith Higgins, former Director of Corporation Finance at the SEC under President Obama, also came on to discuss whether Elon Musk's tweet broke the law. Then Peter Wagner, Prison Policy Initiative executive director, joined to discuss unemployment rates for formerly incarcerated people.
Aug 17 2018