What'd You Miss This Week - TopPodcast.com

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Why Not Trading Can Be A Great Strategy May 18, 2018

Show notes

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.

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Why David Woo is So Incredibly Bullish on the U.S. Dollar and You Should be Too May 11, 2018

Show notes

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.

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Bernie Sanders Wants to Hire You May 04, 2018

Show notes

On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterleyspoke with Pavlina Tcherneva, Associate Professor of Economics at Bard College, about the no longer so radical economic idea of a government jobs guarantee program. This is a concept that she has long researched and advocated for and one that Sen. Bernie Sanders recently proposed as a bill. The Vermont Senator's plan would provide a job that pays at least $15 an hour with health care benefits for every American who wants one. Pavlina explained that the program would become a structural reform to the economy as a whole, providing an effective minimum wage.

Stephen Noerper, Korea Society Senior Director, also joined to talk through the historic meeting between Kim Jong-un and South Korean President Moon Jae-in that was high on symbolism and short on details. Stephen explained how this time contrasted with past inter-Korean summits and what it means that the North Korean leader is trying to cast himself as different from his father and grandfather.

Then Saeed Amen, Cuemacro Founder, came on to chat about the quant craze burning through the hedge fund world. Its become more of a buzzword than an actual strategy, but Saeed explained how traditional funds could integrate the approach effectively and why quants are pleading "don't put us in the basement" and "don't lock us in a room."

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Are We Thinking About Tech IPOs All Wrong? Apr 27, 2018

Show notes

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.

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The Libertarian Case for Big Government Apr 20, 2018

Show notes

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.

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Where’s All Our Data Going? Apr 13, 2018

Show notes

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.

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Stop Worrying About Tech Stocks Apr 06, 2018

Show notes

On What'd You Miss This Week Joe Weisenthal, Julia Chatterley and guest host Julie Hyman discussed why Elon Musk is taking President Trump's side when it comes to trade with Loup Ventures Managing Partner Gene Munster, who explained why tariffs won't be a problem for Tesla.

Brian Belski, Chief Investment Strategist at BMO Capital Markets, also joined to talk the market that couldn't make up its mind this week - beginning and ending on a selloff. Brian cautioned the growing investor concern when it came to tech stocks, advising a look beyond the headlines to the fundamentals. Then the co-founder of the Center for Economic and Policy Research Dean Baker came on to discuss the new leader for the New York Federal Reserve John Williams. Wall Street is getting the pick people were expecting, but will it be a dove or a hawk? Dean had a spirited debate with Bloomberg International Economics and Policy Correspondent Michael McKee about his track record.

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It's Hard to Have Winners in Trade Wars Mar 30, 2018

Show notes

On What'd You Miss This Week Joe Weisenthal, Scarlet Fu and Julia Chatterley took a look at the recent market fluctuations and shifting narratives with Citigroup Chief U.S. Equity Strategist Tobias Levkovich and discussed why we haven’t seen panic yet. Neil Shearing, Chief Emerging Markets Economist at Capital Economics, also joined to talk about the rhetoric versus the reality when it comes to China and trade, as the Trump administration starts translating their tough talk against Beijing into policy. Then CUNY Graduate Center Distinguished Professor and Nobel Laureate Paul Krugman came on for a wide-ranging interview on the threat of trade wars, President Trump's first renegotiated trade deal with South Korea, challenges facing the Federal Reserve in this economy and the anti-trust backlash against big tech.

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Facebook's Terrible, Horrible, No Good, Very Bad Week Mar 23, 2018

Show notes

On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley tackled Facebook's existential crisis. Techonomy CEO and "The Facebook Effect" author David Kirkpatrick came on to talk about how the social media giant's hiccups are becoming a pattern and why their system failures will keep screwing society. They kept the Facebook conversation going with Citigroup Managing Director and Chief Global Political Analyst Tina Fordham. Tina discussed why this latest breach of data and trust will add to the pressing problem of low trust in institutions and may lead people to question the fairness of all future elections. Then retired professional poker player Annie Duke, Author of "Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts" switched up the conversation and discussed her new book and why life is more like poker than a game of chess.

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The Wait for Higher Wages Mar 09, 2018

Show notes

On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley spoke with Bloomberg View Columnist Conor Sen and Karl Smith, Niskanen Center Director of Economic Research, about their recent Bloomberg View piece and debated if the economy is running hot enough to generate pay raises. They also spoke with Geoffrey Dennis, UBS Global Emerging Market Strategy Head, to get a check on emerging markets and ask whether they have been impacted by President Trump's proposed steel and aluminum tariffs. Then Nicholas Consonery, Director of Rhodium Group's China Macroeconomic and Policy Research practice joined to discuss China's National People's Congress and China's Achilles' heel.

See omnystudio.com/listener for privacy information.

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