What'd You Miss This Week

Fiat Currency is Having a Midlife Crisis

14 Aug 2021

Contributed by Lukas

This week, Jon Huntley, senior economist at the Penn Wharton Budget Model, came on to discuss the budgetary and economic impact of the infrastructure ...

Serial SPAC-er Betsy Cohen Finds Her Seventh Target

07 Aug 2021

Contributed by Lukas

Serial SPAC dealmaker Betsy Cohen joined to talk about finding her seventh target, Pico, a New York-based technology provider for financial services c...

Companies Have Lost the Distinction Between Data and Information

31 Jul 2021

Contributed by Lukas

This week, NYU Stern School of Business finance professor Aswath Damodaran, joined to talk about why corporate earnings reports and regulatory filings...

Crypto Investors Are Used to Volatility

24 Jul 2021

Contributed by Lukas

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 ...

Why There's a Six-Month Wait for Garage Doors

17 Jul 2021

Contributed by Lukas

This week, Binance.US CEO Brian Brooks joined along with Bloomberg Wall Street correspondent Sonali Basak to talk about hiring ex-regulator Manuel Alv...

Why Truck Drivers Are So Hard to Find Right Now

10 Jul 2021

Contributed by Lukas

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...

Global Liquidity Could Be Reaching Inflection Point

26 Jun 2021

Contributed by Lukas

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 sh...

Investing is Now a Pop Culture Phenomenon

19 Jun 2021

Contributed by Lukas

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 VeeFri...

Elizabeth Warren's Plan to Tame the "Wild West" of Crypto

12 Jun 2021

Contributed by Lukas

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...

AMC Embraces the Meme Stock Frenzy

05 Jun 2021

Contributed by Lukas

This week, Roshun Patel, vice president of institutional lending at Genesis, a full-service digital currency prime brokerage, joined to talk about the...

There's No Muscle Memory for How to Handle This Recovery

29 May 2021

Contributed by Lukas

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 Ven...

A 30% Dip is Just Another Wednesday in Crypto

22 May 2021

Contributed by Lukas

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...

Bitcoin Has No Plan. It Could Even Go Down.

15 May 2021

Contributed by Lukas

This week, Rick Palacios, principal and director of Research at John Burns Real Estate Consulting, went through the latest in the lumber market frenzy...

Grab Your Copper $10,000 Hats

01 May 2021

Contributed by Lukas

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 ...

Paul Krugman Thinks Trade Policy Has Always Been Overrated

24 Apr 2021

Contributed by Lukas

This week, Mario Stefanidis, Roundhill Investments vice president of research, who actively manages the firm's sports-themed MVP ETF, joined to talk a...

The Lumber Market is Full of Cowboys

17 Apr 2021

Contributed by Lukas

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 ...

What History Tells Us About the Difference Between Hyperinflation and Inflation

11 Apr 2021

Contributed by Lukas

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 c...

It's Hard to be a Bear Right Now

03 Apr 2021

Contributed by Lukas

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. Yesh...

The I Word

27 Mar 2021

Contributed by Lukas

This week, Jason Tuvey, Capital Economics senior emerging markets economist, joined to talk about the sharp selloff in Turkish assets after President ...

$1.9 Trillion in Stimulus is Coming. Will Inflation Follow?

13 Mar 2021

Contributed by Lukas

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 re...

Could a Commodity Supercycle Be Upon Us?

27 Feb 2021

Contributed by Lukas

This week, Emily Weis, emerging market strategist at State Street, went through the implications of Brazilian President Bolsonaro firing the CEO of th...

The Perfect Storm Comes for the Texas Electrical Grid

20 Feb 2021

Contributed by Lukas

This week, Josiah Neeley, the Texas director and resident senior fellow for energy at the R Street institute, spoke about some reforms that could prev...

What People Get Wrong About Bitcoin's Climate Footprint

13 Feb 2021

Contributed by Lukas

This week, Michael Saylor, the MicroStrategy CEO-turned-king of bitcoin treasuries, called upon fellow business executives to avoid the path of financ...

Checks Are In Right Now

06 Feb 2021

Contributed by Lukas

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 ...

The GameStop Stock Market Slash Mobs are Here to Stay

30 Jan 2021

Contributed by Lukas

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. Be...

Quants are Starting to Have to Consider Reddit

23 Jan 2021

Contributed by Lukas

Liz Pancotti, a senior advisor at Employ America, joined to discuss President Biden's stimulus plan and the economic challenges ahead for the new admi...

Bitcoin is the Crypto Gateway Drug for Institutions

16 Jan 2021

Contributed by Lukas

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 inf...

CEO Spotlight on Chevron's Mike Wirth

26 Dec 2020

Contributed by Lukas

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 hel...

Bitcoin is Becoming an Institutional Asset Class

19 Dec 2020

Contributed by Lukas

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 C...

A Week of Eye-Watering IPOs

12 Dec 2020

Contributed by Lukas

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 de...

Paul Krugman is Optimistic about a Rapid Economic Recovery

05 Dec 2020

Contributed by Lukas

This week, Claudia Sahm, former economist at the Federal Reserve and a contributor to Bloomberg Opinion, joined to discuss President-Elect Biden's eco...

The Shortened Trading Week Wasn't Short on Records

30 Nov 2020

Contributed by Lukas

This week, Alan Blinder, former vice chairman of the Federal Reserve, member of President Clinton's original Council of Economic Advisers, and Princet...

12 Million Americans Face a Fiscal Cliff This Christmas

21 Nov 2020

Contributed by Lukas

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 opt...

Big Tech Prepares for Different Joe Biden This Time

15 Nov 2020

Contributed by Lukas

This week, longtime emerging markets expert Paul McNamara, investment director at GAM, joined to talk about what was driving EM to its highest levels ...

Election Day Stretches Into Election Week

07 Nov 2020

Contributed by Lukas

This week, Morgan Harper, American Economic Liberties Project senior advisor, joined ahead of election day to talk about Proposition 22 in California ...

Don't Rule Out a Double-Dip Recession

31 Oct 2020

Contributed by Lukas

This week, former New York Federal Reserve president and Bloomberg Opinion columnist Bill Dudley joined to talk about why the Federal Reserve is runni...

CEO Spotlight on Delta's Ed Bastian

24 Oct 2020

Contributed by Lukas

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 out...

Killer Mike is Rebuilding on Rubble with His Own Bank

10 Oct 2020

Contributed by Lukas

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 o...

Is the Stock Market Really that Disconnected from the Economy?

03 Oct 2020

Contributed by Lukas

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 t...

Wall Street Gears Up For Election Risk

27 Sep 2020

Contributed by Lukas

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...

Download TikTok and WeChat While You Still Can

19 Sep 2020

Contributed by Lukas

This week, Jeff Korzenik, chief investment strategist at Fifth Third Bank joined to talk about connecting the Federal Reserve's theoretical policymaki...

Big Tech's Stay-at-Home Rally Turns into a Rout

12 Sep 2020

Contributed by Lukas

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...

New Jersey's Plan to Give Every Baby $1,000

05 Sep 2020

Contributed by Lukas

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...

The Fed Has a Credibility Issue on Inflation

29 Aug 2020

Contributed by Lukas

This week, Diane Swonk, Grant Thronton chief economist, joined to discuss Federal Reserve Chairman Powell's policy shift to let inflation and employme...

Expect a Choppy Recovery for Everything but Big Tech

22 Aug 2020

Contributed by Lukas

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 bat...

Kodak's Short-Lived Pivot to Pharma

15 Aug 2020

Contributed by Lukas

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 Pe...

Don't Expect August to Be Kind to Markets or the Labor Market

08 Aug 2020

Contributed by Lukas

This week, Mona Mahajan, U.S. investment strategist at Allianz Global Investors, joined with her outlook - discussing whether the massive outperforman...

The Fed is the Only Game in Town

01 Aug 2020

Contributed by Lukas

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...

State Budget Virus Shortfalls Could Be Saved by Cannabis

25 Jul 2020

Contributed by Lukas

Boris Jordan, Curaleaf executive chairman, joined to talk about how our stay-at-home reality is delivering a boost to the cannabis industry with incre...

The U.S. Economy Depends on Kids This Fall

18 Jul 2020

Contributed by Lukas

This week, Analog Devices CEO Vincent Roche joined to discuss his $21 billion dollar chip deal to acquire rival Maxim and where he is seeking to gain ...

Rob Arnott Thinks We're in a Bubble, but Betting Against It is Dangerous

11 Jul 2020

Contributed by Lukas

This week, Chris Ailman, the CIO at CalSTRS, joined to discuss valuations, why he thinks the biggest election risk is a contested result and what he t...

Paul Krugman Thinks the U.S. Economy is "In Big Trouble"

04 Jul 2020

Contributed by Lukas

This week, Nick Clegg, Facebook vice president for global affairs and communications, joined to react to the growing number of companies joining the a...

Tristan Walker on How Brands Can Be a Force for Good

27 Jun 2020

Contributed by Lukas

This week, Tristan Walker, the founder and CEO of Walker and Company Brands, joined to talk about being named to Shake Shack's board and his experienc...

The Cheap Drug Showing Major Promise to Treat Covid-19

21 Jun 2020

Contributed by Lukas

This week, Bill Bratton, the former police commissioner for Boston, Los Angeles and New York City, joined to discuss the federal efforts to reform pol...

Corporate Diversity Starts in the Board Room

13 Jun 2020

Contributed by Lukas

This week, Ursula Burns, the former CEO of Xerox and first African-American woman to serve as CEO for a Fortune 500 company, discussed how companies s...

Why Roger McNamee Thinks AI Won't Succeed on Facebook

06 Jun 2020

Contributed by Lukas

Larry Ivory, the chairman of the National Black Chamber of Commerce, joined to talk about public policy changes that can be made to close the racial w...

Best and Worst Case U.S.-China Scenarios for Investors

30 May 2020

Contributed by Lukas

This week, Bonnie Glaser, senior adviser for Asia and the director of the China Power Project at CSIS joined to talk about President Trump intensifyin...

There's Never Been a Better Time to be on an Ivy League Waitlist

23 May 2020

Contributed by Lukas

This week, Scott Galloway, NYU Stern School of Business marketing professor, best-selling author and avid podcaster, joined to discuss how the pandemi...

Expect a Square Root Recovery, Not a V-Shaped One

16 May 2020

Contributed by Lukas

This week, Christopher Ailman, the chief investment officer at CALSTRS, the California state teachers retirement system, came on to talk about the FOM...

The Economic Consequences of No Political Middle Ground

09 May 2020

Contributed by Lukas

This week, PGIM CEO David Hunt came on to talk about decoupling between the economy and the stock market and what he calls "the economic consequences ...

A Tale of Two Central Banks

02 May 2020

Contributed by Lukas

This week, Jersey Mike's founder and CEO Peter Cancro joined to talk about the looming meat shortages and the impact on the food supply chain for rest...

The Week Oil Went Negative

25 Apr 2020

Contributed by Lukas

This week, Nobel Laureate economist Paul Krugman spoke with Joe and explained why he thought the federal government’s fiscal response to the coronav...

Silence in the Stands: The Sports Industry's New Reality

18 Apr 2020

Contributed by Lukas

This week, George Pyne, founder and CEO of Bruin Sports Capital, joined to talk about how the sports economy is adjusting to its new reality and prepa...

The U.S. Taxpayer is Literally Bailing Out Gamblers

11 Apr 2020

Contributed by Lukas

This week, Cowen CEO Jeff Solomon joined to offer his read on financial markets and the recovery in risk assets.Tina Fordham, head of global political...

Ex-JPMorgan Risk Czar Sniffs Out a Covid-19 Test

04 Apr 2020

Contributed by Lukas

This week, best-selling author and Bloomberg Opinion columnist Michael Lewis joined to talk about a Wall Street risk veteran that might have a theory ...

How Medicare For All Could Serve as an Automatic Fiscal Stabilizer

28 Mar 2020

Contributed by Lukas

This week, FedEx President & COO Raj Subramaniam joined to talk about about how the company is grappling with increased shipping demand while keep...

Wall Street's Most Volatile Week Ever

21 Mar 2020

Contributed by Lukas

This week was one for the history books for financial markets. Scott Minerd, global chief investment officer at Guggenheim and Jeffrey Rosenberg, seni...

Stocks Drop Most Since Black Monday, Surge Most Since 2008

13 Mar 2020

Contributed by Lukas

This week, U.S. stocks suffered the most since the Black Monday crash of 1987 on coronavirus fears before surging at the Friday close with the biggest...

Coronavirus Puts Wall Street on Notice

07 Mar 2020

Contributed by Lukas

This week, Deutsche Bank Chief International Economist Torsten Slok joined to discuss the Federal Reserve issuing an emergency rate cut in an effort t...

Coronavirus May Be the Worst Thing Scott Minerd's Ever Seen

29 Feb 2020

Contributed by Lukas

This week, Guggenheim Global Chief Investment Officer Scott Minerd, who oversees $215 billion in assets under management, joined to discuss why the c...

Will the Coronavirus Cause a Recession?

21 Feb 2020

Contributed by Lukas

This week, Hans Humes, chariman, CEO & founding partner at Greylock Capital joined to talk about why the coronavirus concerns weren't showing up i...

Could Coronavirus Impact the Global Food Supply?

15 Feb 2020

Contributed by Lukas

This week, Matthew Wadiak, co-founder of Blue Apron and the founder and CEO of Cooks Venture, joined to discuss the impact of coronavirus and other pa...

Why the #YangGang Could Outlive Andrew Yang's Campaign

31 Jan 2020

Contributed by Lukas

This week, Joe traveled to Des Moines to sit down for a wide-ranging interview with Democratic Presidential Candidate Andrew Yang ahead of the Iowa Ca...

How Hard Seltzer Became the Light Beer for Millennials

25 Jan 2020

Contributed by Lukas

This week, Neil Dutta, head of U.S. economics at Renaissance Macro Research joined to discuss whether recent economic data justifies the market's stro...

What Life Could've Been Like Under Chairman Warsh

17 Jan 2020

Contributed by Lukas

This week, Stefan Selig, the former Under Secretary of Commerce for International Trade under President Obama, took us through the phase-one trade dea...

It Was a Great Decade for Investors, Not the Economy

10 Jan 2020

Contributed by Lukas

This week, a number of executives joined from the Consumer Electronics Show. Qualcomm President Cristiano Amon discussed the company's chips and softw...

CEO Spotlight on 3M's Michael Roman

03 Jan 2020

Contributed by Lukas

This week, Caroline interviews 3M Chief Executive Michael Roman as part of our CEO Spotlight series. The Minnesota-based manufacturer makes everything...

CEO Spotlight on Qualcomm's Steve Mollenkopf

27 Dec 2019

Contributed by Lukas

This week, Caroline Hyde sat down with Qualcomm Chief Executive Steve Mollenkopf for a wide-ranging interview as part of our CEO Spotlight Series. Mo...

The Most Successful Streaming Service You've Probably Never Heard Of

20 Dec 2019

Contributed by Lukas

This week, Win Thin, the global head of currency strategy at Brown Brothers Harrimanm, joined to discuss the pound erasing its post-election rally onc...

Warren Accuses Michael Bloomberg of ‘Buying the Election’

06 Dec 2019

Contributed by Lukas

This week, Joe sits down with Democratic Presidential candidate Elizabeth Warren to talk about the wealth tax, her plan for trade with China, and Mich...

CEO Spotlight on Allergan's Brent Saunders

29 Nov 2019

Contributed by Lukas

This week, Caroline Hyde sat down with Allergan Chief Executive Brent Saunders for a wide-ranging interview as part of our CEO Spotlight Series. Saun...

Coworking Life After Adam Neumann

22 Nov 2019

Contributed by Lukas

This week, Eduard Shepman, founder & CEO of Tribes Inspiring Workplaces, a European WeWork competitor, joined to talk about the coworking industry...

The Streaming Wars Gain a New Villain

15 Nov 2019

Contributed by Lukas

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...

Bruce Linton's Next Act in Cannabis South of the Border

08 Nov 2019

Contributed by Lukas

This week, Peleton CEO John Foley joined after the company reported first quarter earnings and explained how he plans to stay focused on growth over ...

Jack Dorsey's Ultimate Subtweet

01 Nov 2019

Contributed by Lukas

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 undefe...

Retail Isn't For the Faint of Heart or Public Markets

25 Oct 2019

Contributed by Lukas

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. Und...

What Richard Branson Will Be Wearing in Space

18 Oct 2019

Contributed by Lukas

This week, Richard Branson joined to unveil the next generation of spacesuits that Virgin Galactic made in partnership with Under Armour for their fut...

CEO Spotlight on Dow's Jim Fitterling

11 Oct 2019

Contributed by Lukas

This week, Caroline Hyde sat down with Dow CEO Jim Fitterling as part of our CEO Spotlight Series. Then Scarlet Fu spoke with Tina Tchen, the former c...

The "Bubble or Nothing" Economic Outlook

04 Oct 2019

Contributed by Lukas

This week, Craig Wiggins, Managing Director of TheCannalysts, joined to discuss the impact of of cannabis legalization in Canada one year later with a...

CEO Spotlight on IBM's Ginni Rometty

27 Sep 2019

Contributed by Lukas

This week, Caroline Hyde puts the CEO Spotlight on IBM Chief Executive Ginni Rometty and sits down with her for a wide-ranging interview. Rometty expl...

The Rise of VSCO Girls

20 Sep 2019

Contributed by Lukas

This week, VSCO co-founder & CEO Joel Flory came on to explain one of Generation Z's favorite apps to Gen X and talk about the rise of "VSCO girls...

Rewriting Economics Textbooks with Negative Rates

13 Sep 2019

Contributed by Lukas

This week, Dartmouth College Economics Professor Danny Blanchflower broke down the unprecedented ECB revolt over QE and the end of the Draghi era. Lab...

The U.K.'s "Political Nervous Breakdown"

06 Sep 2019

Contributed by Lukas

This week, Allstate CEO Thomas Wilson joined to discuss preparations for Hurricane Dorian and how the corporate world can save capitalism. Citigroup C...

Did Bill Dudley Join the Deep State?

30 Aug 2019

Contributed by Lukas

This week,  Bloomberg Opinion Columnist Karl Smith and Skanda Amarnath, Director of Research & Analysis at Employ America discussed Bill Dudley c...

Ending the Trade War on Christmas

16 Aug 2019

Contributed by Lukas

This week, Eswar Prasad, Brookings senior fellow and the former head of the IMF's China division, came on on talk about President Trump ending the tra...

How Low Can U.S. Yields Go?

09 Aug 2019

Contributed by Lukas

This week, Republican donor and Canary Drilling CEO Dan Eberhart discussed why he thinks the GOP is "headed for extinction in the suburbs" over gun co...

Every Investment Decision Comes Down to Huawei

26 Jul 2019

Contributed by Lukas

This week, David Woo, the head of Global Rates and Currencies Research at Bank of America Merrill Lynch, joined to discuss whether negative yields wil...

Why Women Bear a Bigger Brunt of the Trade War

19 Jul 2019

Contributed by Lukas

This week, Michael Sonnenshein, managing director at Grayscale Investments, the world's largest digital currency asset manager with more than $2.7 bil...

The Phillips Curve is Dead

12 Jul 2019

Contributed by Lukas

This week, Jim Bianco, President & Founder of Bianco Research, came on to talk about Chair Powell's testimony before Congress and the why Larry Ku...

A Conversation with Facebook COO Sheryl Sandberg

05 Jul 2019

Contributed by Lukas

Caroline Hyde sat down for a wide-ranging, exclusive interview with Facebook COO Sheryl Sandberg in front of a live audience at the Cannes Festival in...