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Fiat Currency is Having a Midlife Crisis Aug 14, 2021

Show notes

This week, Jon Huntley, senior economist at the Penn Wharton Budget Model, came on to discuss the budgetary and economic impact of the infrastructure package. Rune Christensen, the co-founder of MakerDAO, joined to talk DeFi and decentralized stable coins. Zvi Schreiber, the CEO and founder of Freightos, an internet marketplace for the trillion-dollar international freight market, came on to talk about his new book: "Money, Going Out of Style: The Story of Money and Thee Mystery of its Decline" and why he thinks fiat currency is having a midlife crisis. Then John Gerner, the managing director at the consulting group Leisure Business Advisors, reacted to Disney earnings and explained why he was impressed.

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Serial SPAC-er Betsy Cohen Finds Her Seventh Target Aug 07, 2021

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Serial SPAC dealmaker Betsy Cohen joined to talk about finding her seventh target, Pico, a New York-based technology provider for financial services companies that merged with FTAC Athena Acquisition Corp. in a $1.75 billion blank-check company deal. Senator Cynthia Lummis, Republican of Wyoming, came on to discuss the cryptocurrency amendment holding up the infrastructure package and why she is trying to narrow the language of the provision. Adam Ozimek, the chief economist at Upwork, outlined his latest report titled, "The Great Resignation" about the lasting impacts of the pandemic on the labor market. Then Glenn Fogel, the CEO of Booking Holdings, reacted to their second quarter earnings and talked about the impact of the Delta variant on the travel rebound.

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Companies Have Lost the Distinction Between Data and Information Jul 31, 2021

Show notes

This week, NYU Stern School of Business finance professor Aswath Damodaran, joined to talk about why corporate earnings reports and regulatory filings keep getting longer, and why it's not necessarily a good thing for investors. Professor Damodaran explained why he thinks we are having a "disclosure dilemma" with all of this additional corporate data leading to even less information. Christie's CEO Guillaume Cerutti went through the global art market boom in everything from NFTs to jewelry and explained what's driving consumers back in record numbers. Then Steve Cadigan, who formerly served as the vice president of people at LinkedIn, joined to talk about his new book, "Workquake: Embracing the Aftershocks of COVID-19 to Create a Better Model of Working," and what's behind that massive churn in the labor market driving high levels of job openings and resignations.

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Crypto Investors Are Used to Volatility Jul 24, 2021

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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 the volatility. Chairman and CEO of United Wholesale Mortgage Mat Ishbia went through this week's housing data and explained why he thinks the housing market will stay hot. Nicole Perrin, an emarketer principal analyst at Insider Intelligence came on to talk about Twitter and Snapchat's earnings and the pandemic boom in digital advertising. Then Willy Shih, a management practice professor at Harvard Business School, discussed the ongoing global chip crisis and whether anything other than time itself can mitigate the shortage.

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Why There's a Six-Month Wait for Garage Doors Jul 17, 2021

Show notes

This week, Binance.US CEO Brian Brooks joined along with Bloomberg Wall Street correspondent Sonali Basak to talk about hiring ex-regulator Manuel Alvarez and why regulation does not have to be a bad thing for the crypto space. Alyse Killeen, the founding managing partner at StillMark, the first Bitcoin-specific venture capital firm, discussed investing in bitcoin. Rick Palacios, principal and director of research at John Burns Real Estate Consulting, came on to talk about the housing market and why it's still so difficult to find building materials. Then Octahedron Capital Management founder Ram Parameswaran, who has been a very consistent bull on the Chinese tech sector, discussed whether Beijing's crackdown has made him rethink that stance.

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Why Truck Drivers Are So Hard to Find Right Now Jul 10, 2021

Show notes

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 regulation of stable coins. Sam Bankman-Fried, the founder and CEO of FTX, a cryptocurrency derivatives platform, discussed their recent publicity push becoming the official crypto partner of Major League Baseball and getting the naming rights to the Miami Heat stadium. Dragonfly Capital general partner Tom Schmidt demystified DeFi, decentralized finance. Then Craig Fuller, founder and CEO of FreightWaves, the leading provider of data and analytics to the global logistics and supply-chain market, came on to talk about the bottlenecks and explain why trucking companies are not honoring their contracts due to such high demand.

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Global Liquidity Could Be Reaching Inflection Point Jun 26, 2021

Show notes

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 shipping rates. Audacity Capital founder and general partner Erikan Obotetukudo discussed forming the first VC firm focused solely on crypto startups and the opportunity she sees in the space. Win Thin, head of global currency strategy at Brown Brothers Harriman, joined to explain why he thinks global liquidity has reached an inflection point and markets are not taking it into account. Then UBS Economist Alan Detmeister gave his outlook for rent inflation.

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Investing is Now a Pop Culture Phenomenon Jun 19, 2021

Show notes

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 VeeFriends, joined to talk about the resurgence in trading cards, how investing has become a pop culture phenomenon and why alternative investments hold more social currency than stocks. Ursula Burns, former CEO of Xerox and senior advisor at Teneo, came on to talk about her new memoir "Where You Are Is Not Who You Are" and whether policymakers are taking economic inequality more seriously than during past expansions. Mike Pyle, the chief economic advisor to Vice President Kamala Harris, explained why the White House is encouraged by trend lines in the U.S. jobs recovery despite the past two jobs reports coming in below estimates. Then Brooklyn Nets star point guard Spencer Dinwiddie, who is also the founder and CEO of Calaxy, a blockchain-based social media app that lets fans buy tokens associated with their favorite stars, joined to talk about creator tokens.

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Elizabeth Warren's Plan to Tame the "Wild West" of Crypto Jun 12, 2021

Show notes

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 of expectations. Ali Wolf, the chief economist at Zonda, a housing data and research firm, came on to talk about whether the housing market fever is finally showing signs of breaking. Nick Carter, the founding partner of Castle Island Ventures, reacted to El Salvador becoming the first country to adopt Bitcoin as legal tender. Then Sen. Elizabeth Warren, Democratic of Massachusetts, joined after the Senate Banking Committee's hearing on digital currencies and blockchain to discuss why she thinks crypto is a "wild west" that needs regulation and consumer protections.

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AMC Embraces the Meme Stock Frenzy Jun 05, 2021

Show notes

This week, Roshun Patel, vice president of institutional lending at Genesis, a full-service digital currency prime brokerage, joined to talk about the asset class that never sleeps: crypto, and its wild weekend trading. Chad Beynon, a senior gaming, lodging and theatres analyst at Macquarie Capital, joined alongside Bloomberg cross-asset reporter Katie Greifeld to talk about AMC embracing its meme stock status. Yoni Assia, the founder and CEO of eToro, an Israel-based competitor to Robinhood, came on to talk about how his platform has benefitted from the retail frenzy, and why he thinks this is a generational buying moment. Then Doug Merritt, the CEO of infrastructure software company Splunk, joined after the company's first quarter earnings results.

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