What'd You Miss This Week - TopPodcast.com

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O Canada! O Cannabis! Oct 19, 2018

Show notes

On What'd You Miss this Week, Scarlet, Joe, Caroline, and Romaine went all in the the legalization of marijuana in Canada. Tilray CEO Brendan Kennedy came on to talk about his company's recent growth, and why he thinks as many as five other countries could follow suit in the next couple of years. Vivien Azer, Senior Research Analyst at Cowen & Co. also joined to talk about pot stock valuations and the outlook for more cannabis deals from traditional consumer brands. Then Carroll Doherty, Director of Political Research at Pew Research Center, joined to discuss their latest study about changing attitudes towards marijuana in the United States. Tom Petrie, Petrie Partners Chairman, also came on to talk through the other big story of the week, Saudi Arabia.

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13 Days of Hell for Homebuilders Oct 12, 2018

Show notes

This week, Joe, Scarlet, Caroline, and Romaine spoke with Bill Kerr, Professor at the Harvard Business School

about his new book "The Gift of Talent: How Migration Shapes Business, Economy and Society" and the global race for talent. Stephen Kim, Evercore ISI Head of Housing Research, came on to talk about 13 days of hell for homebuilders. Then, Torsten Slok, Deutsche Bank Chief International Economist,discussed the IMF cutting its growth outlook on trade concerns.

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The Trade Deal Formerly Known as NAFTA Oct 05, 2018

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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.

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Crypto and Cannabis Are the Perfect Post-Crisis Bubbles Sep 28, 2018

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On What'd You Miss this Week, Scarlet, Joe, Caroline, and Romaine spoke with Michael Gorenstein, Cronos Chairman and CEO, about the growing market for recreational marijuana and his plan to make their products stand out with branding. Then Barbara Slavin, Director of the Future of Iran Initiative at the Atlantic Council joined to discuss President Trump vs. Iran at the U.N. General Assembly. Then Peter Atwater, President of Financial Insyghts, came on to talk about the similarities between cannabis stocks and bitcoin, and what their rise says about the social mood of the market.

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Is Unlimited Soup, Salad and Breadsticks the Key to Quarterly Growth? Sep 21, 2018

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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.

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The Big Business of Peak NFL Sep 07, 2018

Show notes

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.

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Why Utility Companies are Paying For California's Wildfires Aug 31, 2018

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On What'd You Miss This Week, Scarlet, Joe and Caroline spoke with Mark Kiesel, Chief Investment Officer for Global Credit at PIMCO, about a bold call from one of his colleagues, CIO Dan Ivascyn, that global trade tensions may actually benefit the U.S. economy. David Kirkpatrick, Techonomy Media CEO and the author of The Facebook Effect joined to discuss President Trump's accusations of Google rigging their algorithm against him. Carolyn Kousky, Director of Policy Research and Engagement at the Wharton Risk Center, also joined to discuss why utility companies are stuck footing the bill for California's record wildfires. Then Dan Suzuki, Portfolio Strategist at Richard Bernstein Advisors, came on to talk about how markets were reacting to the constant stream of trade headlines.

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Why a Trump Impeachment Wouldn't Derail this Bull Market Aug 24, 2018

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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.

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Why Erdogan's "Peculiar Politics" Makes for Bad Economics Aug 17, 2018

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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.

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MoviePass CEO Defends Everyone's Favorite Embattled Company Aug 10, 2018

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This week, Scarlet and Joe talked with Rett Wallace, CEO of Triton Research, about Elon Musk trolling his short-selling critics with a tweet that he was taking Tesla private. Then Mitch Lowe, the CEO of MoviePass, came on to defend the business model of everyone's favorite embattled company and vowed to break even within a year. Srinivas Thiruvadanthai, Research Director of Jerome Levy Forecasting Center, also joined to discuss his latest piece arguing how the Indian rupee could become a hard currency.

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