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.See omnystudio.com/listener for privacy information.
27 Apr 2018
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.See omnystudio.com/listener for privacy information.
6 Dec 2019
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.See omnystudio.com/listener for privacy information.
25 Oct 2019
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. See omnystudio.com/listener for privacy information.
13 Jul 2018
Most Popular Podcasts
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.See omnystudio.com/listener for privacy information.
27 Jul 2018
The Streaming Wars Gain a New Villain
This week, Pierre Debbas, managing partner at Romer Debbas, joined to talk about the 2020 election's impact on the real estate market. Michelle Girard, chief U.S. economist at Natwest Markets, broke down Fed Chair Powell's testimony to Congress. Michael Morris, senior managing director at Guggenheim Securities, discussed the highly anticipated (and slightly glitch-filled) rollout of Disney+. Then Scarlet sat down with Kendall Coyne Schofield, captain of the U.S. Women's National Hockey Team and an Olympic Gold Medalist, to talk about her fight for a professional women's ice hockey league that pays a living wage.See omnystudio.com/listener for privacy information.
15 Nov 2019
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.See omnystudio.com/listener for privacy information.
18 May 2018
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. See omnystudio.com/listener for privacy information.
11 May 2018
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. See omnystudio.com/listener for privacy information.
15 Feb 2019
Warren Mosler Makes the Case for MMT
This week Modern Monetary Theory pioneer Warren Moesler, who is the author of "The Seven Deadly Innocent Frauds of Economic Policy," came on to make the case for MMT. Julie Goodridge, the CEO of NorthStar Asset Management, which holds over 12,000 Facebook shares, joined to talk about why she is pushing for Facebook to limit Mark Zuckerberg's voting rights. Steve Bullock, the Democratic Governor of Montana, discussed his run for the White House. Then Chris Moynes, Managing Director at One Capital Management, came on to talk about his work serving as the financial adviser for 10% of the NHL's active-player roster.See omnystudio.com/listener for privacy information.
31 May 2019
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. See omnystudio.com/listener for privacy information.
26 Jul 2019
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. See omnystudio.com/listener for privacy information.
20 Dec 2019
The Markets 'Trade' Calm for Volatility
This week, Stefan Selig, the former Under Secretary of Commerce for International Trade under President Obama, joined to discuss President Trump's latest tariff threats and the prospects for a deal with China. Mexico's Deputy Finance Minister Arturo Herrera came on to talk about the other trade deal that needs ratifying, the USMCA. Martha Gimbel, the Research Director for the Indeed Hiring Lab, went through Friday's jobs report and the state of the labor market. Then Karyn Parsons of Fresh Prince fame sat down to discuss her company, Sweet Blackberry, that seeks to bring stories of African American heroes to life.See omnystudio.com/listener for privacy information.
10 May 2019
The Phillips Curve is Dead
This week, Jim Bianco, President & Founder of Bianco Research, came on to talk about Chair Powell's testimony before Congress and the why Larry Kudlow and Rep. Alexandria Ocasio-Cortez are finding agreement on monetary policy, at least when it comes to the Phillips Curve. Jeanne Branthover, Co-Head & Managing Partner of the global executive search firm DHR International's New York Office, joined to discuss Deutsche Bank's massive layoffs and what employees can expect in this market. Bruce Linton, former CEO of Canopy Growth, came on to discuss his firing. Then Jeremy Allaire, Founder & CEO of Circle, a crypto finance company, joined to talk about how Facebook's Libra would impact the crypto space.See omnystudio.com/listener for privacy information.
12 Jul 2019
ESPN President Jimmy Pitaro's Plan to Take on Cord-Cutting
This week, ESPN president Jimmy Pitaro sat down for an exclusive interview to discuss his plan to fight cord-cutting and why ESPN is staying out of the sports betting business. College Board CEO David Coleman came on to talk about their decision to add an adversity score the SAT. Vivien Azer, a senior analyst at Cowen, went through what Mexico fully legalizing marijuana would mean for the industry. Then Bruce Linton, Founder, Chairman and Co-CEO of Canopy Growth and Kevin Murphy, CEO of Acreage Holdings, joined together to discuss their impending deal. See omnystudio.com/listener for privacy information.
24 May 2019
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.See omnystudio.com/listener for privacy information.
22 Nov 2019
Will the Fed Become President Trump's Next Punching Bag?
This week, Joe, Scarlet and Julie talked with Peter Conti-Brown, a Fed Historian at the Wharton School, about President Trump's break from precedent when he weighed into monetary policy, and why it's more important than it seems. Then Jens Nordvig, CEO and Founder of Exante Data, came on to discuss what we learned from Jerome Powell's two days of Congressional testimony, and why despite the flattening yield curve, he still sees plenty of stimulus coming down the pipeline. Terry Haines, Evercore ISI Senior Political Strategist, and Peter Tchir, Academy Securities Head of Macro Strategy, joined to have a trade war debate. Are markets being too complacent about tariffs or are they too glued to the headlines? Erika Nardini, CEO of Barstool Sports, also joined to talk about why the more than fifteen-year-old brand she runs is more like a two-year startup.See omnystudio.com/listener for privacy information.
20 Jul 2018
The Progressive Case for Free Trade
This week, New Jersey Governor Phil Murphy came on to talk about his proposed millionaire's tax and why he has spoken with Amazon. Nobel Laureate Robert Shiller joined to discuss the decade-long bull run market and why he thinks it aught to come to an end soon. Kimberly Clausing, Professor of Economics at Reed College, made the progressive case for a free trade agenda. Then, Kim Davis, Executive Vice President of the National Hockey League came on to talk about why she left Wall Street after more than two decades for a job the league designed just for her.See omnystudio.com/listener for privacy information.
15 Mar 2019
Are Markets Over-Reacting on Trade?
On What'd You Miss This Week, Joe, Scarlet and Julia got an immigration update with Republican Congressman Jeff Denham of California, about what comes next after multiple bills failed in the House. The Congressman, an almond farmer when he's not on Capitol Hill, also told us how trade tensions were weighing on him and his constituents. Mauro Leos, Associate Managing Director at Moody's Americas, also joined to recap Andres Manuel Lopez Obrador's historic, landslide win to become Mexico's first left-wing president in decades and explain why the energy sector is one area of concern for investors. Then Tom Lee, Managing Partner and the Head of Research at Fundstrat Global Advisors, came on to discuss why he thinks markets have over-reacted to all the trade headlines and offer his take on bitcoin's fall from grace.See omnystudio.com/listener for privacy information.
6 Jul 2018
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. See omnystudio.com/listener for privacy information.
13 Sep 2019