Cover image of What'd You Miss This Week
(42)
Business
News & Politics
Business News

What'd You Miss This Week

Updated 12 days ago

Business
News & Politics
Business News
Read more

Every Friday, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, 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.

Read more

Every Friday, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, 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.

iTunes Ratings

42 Ratings
Average Ratings
26
6
4
3
3

Waste of time

By PhillyDZ11 - Jul 27 2019
Read more
Typical Trump bashing from Bloomberg media

Andrew Yang

By Ginagina Smith - Jun 08 2019
Read more
Great interview!

iTunes Ratings

42 Ratings
Average Ratings
26
6
4
3
3

Waste of time

By PhillyDZ11 - Jul 27 2019
Read more
Typical Trump bashing from Bloomberg media

Andrew Yang

By Ginagina Smith - Jun 08 2019
Read more
Great interview!
Cover image of What'd You Miss This Week

What'd You Miss This Week

Updated 12 days ago

Read more

Every Friday, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, 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.

Rank #1: President Trump Wants a Dovish Fed Chair. He Fired Her

Podcast cover
Read more
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
18 mins
Play

Rank #2: Why a Trump Impeachment Wouldn't Derail this Bull Market

Podcast cover
Read more
This week, Scarlet, Joe and Caroline spoke with Nick Colas, Co-Founder of Data Trek Research, about President Trump's prediction that markets would crash if he was impeached, and why market conditions are not the same as in 1974 when Richard Nixon resigned. Josh Ginsberg, the co-founder and CEO, came on to talk about how bots can manipulate stock prices and how companies can fight back. Jason Robins, the CEO of DraftKings, also joined to discuss their launch of Sportsbook, the first mobile app for sports betting rolled out in New Jersey. Then Ray Zucaro, the CIO at RVX Asset Management and a Venezuelan bond holder, came on to discuss President Maduro's big bet on a historic currency devaluation.
Aug 24 2018
26 mins
Play

Rank #3: The Big Business of Peak NFL

Podcast cover
Read more
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
25 mins
Play

Rank #4: Are We Thinking About Tech IPOs All Wrong?

Podcast cover
Read more
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
19 mins
Play

Rank #5: Will the Fed Become President Trump's Next Punching Bag?

Podcast cover
Read more
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.
Jul 20 2018
26 mins
Play

Rank #6: The Libertarian Case for Big Government

Podcast cover
Read more
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
30 mins
Play

Rank #7: Is Unlimited Soup, Salad and Breadsticks the Key to Quarterly Growth?

Podcast cover
Read more
On What'd You Miss this Week, Scarlet, Jo, Caroline, and Romaine spoke with Peter Rawlinson, CTO of Lucid Motors, the electric car company that is trying to take on Elon Musk about their new $1 billion dollar investment from the Saudi public investment fund. Sean Stiefel, founder and portfolio manager at Navy Capital, joined us to discuss why institutional investors have their sights set high on the marijuana market. Then Terry Duffy, CME Group Chairman and CEO, joined for an exclusive, wide-ranging interview on everything from crypto to ten years after Lehman. Finally, Bloomberg Opinion columnist Sarah Halzack came on to talk about the fresh, hot returns for Olive Garden.
Sep 21 2018
31 mins
Play

Rank #8: Why China is "Just a Paper Tiger"

Podcast cover
Read more
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
36 mins
Play

Rank #9: The Trade Deal Formerly Known as NAFTA

Podcast cover
Read more
On What'd You Miss this Week, Scarlet, Joe, Caroline, and Romaine spoke with Stefan Selig, former U.S. Under Secretary of Commerce and International Trade under President Obama, about President Trump's new USMCA trade deal. Adriano Bosoni, Senior Europe Analyst at Stratfor, also joined to discuss this week's budget battle in Italy. Then Beau Whitney, senior economist at New Frontier Data, came on to talk about the economics of the legal marijuana industry. Finally,  Bloomberg Opinion Columnist Shira Ovide came on to talk about why Amazon raising their minimum wage is a small price to pay for their reputation.
Oct 05 2018
22 mins
Play

Rank #10: Why David Woo is So Incredibly Bullish on the U.S. Dollar and You Should be Too

Podcast cover
Read more
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
34 mins
Play

Rank #11: How Neel Kashkari Gets His Steaks and Rate Hikes Just Right

Podcast cover
Read more
On What'd You Miss This Week, Joe, Julia, and Julie Hyman who was in for Scarlet, had an exclusive interview with Minneapolis Federal Reserve President Neel Kashkari. It started with a tweet from Joe and ended with him traveling to Minnesota for a cookout in Kashkari's backyard, where the Fed president shared his insights on how to time steaks and rate hikes just right. Brad Sester, senior fellow at the Council on Foreign Relations, also joined to discuss alternative ways an outgunned China could retaliate against President Trump's tariffs. Then Randi Weingarten, American Federation of Teachers' President, joined to react to the Janus vs. AFSCME Supreme Court ruling. Randi explained how they had been preparing for the decision and why she didn't expect membership to drop.
Jun 29 2018
29 mins
Play

Rank #12: Where’s All Our Data Going?

Podcast cover
Read more
On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley had their eyes glued on Capitol Hill as Mark Zuckerberg came face to face with U.S. lawmakers. They broke down the Facebook CEO’s two days of testimony with David Kirkpatrick, author of "The Facebook Effect" and asked where’s all our data going? More importantly, do users even care? George Magnus, China Centre associate at the University of Oxford, also joined to discuss the concern that the tough trade talk between the U.S. and China could escalate to weaponized finance between the world’s two largest economies. But unlike President Trump, he’s not quite convinced China would intentionally devalue the Yuan. Then Alberto Ramos, Goldman Sachs Head of LatAm Economics, came on to talk through Brazil’s economic reality and their complex election on the horizon.
Apr 13 2018
19 mins
Play

Rank #13: Stephen Moore's Self-Described "Steep Learning Curve"

Podcast cover
Read more
This week, Stephen Moore, visiting fellow at the Heritage Foundation, came on after President Trump announced he was nominating him the the Federal Reserve Board. Sarah Harden, CEO of Reese Witherspoon's production company Hello Sunshine, joined to talk about telling women's stories in the age of "Me Too." Adobe CEO Shantanu Narayen came on from their summit in Las Vegas to talk about why he's taking on rival Salesforce. Then, film producer Will Packer, the man behind hits like "Girls Trip" and "Straight Outta Compton" joined to discuss his new movie "Little" and how the conversation around inclusion in Hollywood is changing.
Mar 29 2019
33 mins
Play

Rank #14: Why the Street's Biggest Facebook Bear Just Got More Bearish

Podcast cover
Read more
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
28 mins
Play

Rank #15: Why Elizabeth Warren Still Calls Herself a Capitalist

Podcast cover
Read more
This week, Sen. Elizabeth Warren joined for a wide-ranging interview to discuss her wealth tax, why Democrats are embracing a tax policy message and the role of private insurance in her Medicare for All plan. MSCI Chairman & CEO Henry Fernandez came on to talk about the crisis in Venezuela and why the China trade war is not impacting global flows.
Feb 01 2019
31 mins
Play

Rank #16: Why the U.S. is Running Short of Truck Drivers and What it Means for the Economy

Podcast cover
Read more
On What'd You Miss This Week, Joe Weisenthal, Julia Chatterly and Scarlet Fu spoke with New River Investment Portfolio Manager and Bloomberg View Columnist Conor Sen about what he sees as the most worrisome (and not often discussed) constraint on U.S. economic growth at the moment. The U.S. is running short on truck drivers, and that's bad news for the whole economy. They also spoke with Tim Duy, University of Oregon professor, who broke down the latest inflation data and predicted the Federal Reserve could hike more than three times this year. And George Pearkes, Bespoke Investment Group Global Macro Strategist joined to talk about the net effect of the recent fiscal stimulus. The U.S. Economy is getting a big dose of stimulus from Washington with massive spending levels on top of tax cuts. With the economy already growing at a significant pace, it's going to make for an interesting experiment.
Feb 16 2018
19 mins
Play

Rank #17: Is Private Equity the Holy Grail of Investing?

Podcast cover
Read more
On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley spoke with Daniel Rasmussen, Founder and Portfolio Manager at Verdad Advisers, who has a piece out in American Affairs Magazine titled "Private Equity: Overvalued and Overrated?" about whether private equity really is the holy grail of investing. They also spoke with Larry Haverty, Gabelli Multimedia Trust Associate Portfolio Manager about the ongoing media M&A war for Sky and who the three dark horses are in the race. Then Bill Lee, Milken Institute Chief Economist joined to discuss Jay Powell's first trip to Capitol Hill as Federal Reserve Chairman, what’s next for rate hikes and Powell's personal touch.
Mar 02 2018
18 mins
Play

Rank #18: Why Brexit is a lot like The Big Lebowski

Podcast cover
Read more
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
24 mins
Play

Rank #19: The Tale of Two Housing Markets

Podcast cover
Read more
This week, Ivy Zelman, CEO of Zelman and Associates, and the author of the Z report, came on to talk about trends in the the housing market and if this year is looking up after a rough 2018. Ryan Selkis, founder and CEO of the cryptocurrency research firm Messari, went through bitcoin's surprise surge and what could be behind it. Mike Mayo, senior analyst at Wells Fargo Securities, joined to discuss why earnings results for banks are boring and beautiful to him, and why it should be another boring quarter for financial institutions. Then Stephen Palley, partner and co-chair of the Blockchain and Virtual Currency group at the law firm of Anderson Kill, came on to walk through the SEC's long-awaited guidance on digital assets and the impact on ICOs.
Apr 05 2019
25 mins
Play

Rank #20: The American Brain Drain

Podcast cover
Read more
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
32 mins
Play

Similar Podcasts