108 episodes

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.

What'd You Miss This Week Bloomberg

    • Investing

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.

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

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

    This week, Bonnie Glaser, senior adviser for Asia and the director of the China Power Project at CSIS joined to talk about President Trump intensifying his confrontation with China while Beijing takes further steps to cub Hong Kong's autonomy. Win Thin, global head of currency strategy at Brown Brothers Harriman, discussed how the rising tensions between Washington and Beijing are weighing on currency markets and the best and worst case scenarios for investors. Sean Casey, vice president for business development at Atlas Space Operations and co-founder of the Silicon Valley Space Center, joined right after SpaceX 's historic launch was delayed to talk what needs to happen to ensure a safe mission and the future of space exploration. Then Adam Ozimek, the chief economist at Upwork, came on to talk about his new report investigating the potential long term impacts of the work from home shift on the labor market.

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

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

    This week, Scott Galloway, NYU Stern School of Business marketing professor, best-selling author and avid podcaster, joined to discuss how the pandemic is exposing and exasperating existing problems within higher education and whether rising tuition costs are approaching moral hazard. The CEO of Porsche Cars North America Klaus Zellmer talked about how the company is adapting to the pandemic, including digital purchases of vehicles. Jesper Koll, the CEO of Wisdom Tree Investments in Japan offered some ETF Intelligence about what to expect as the Federal Reserve moves into ETF purchases and how it compares to the Bank of Japan's playbook. Then Darrin Williams, the CEO of Southern Bancorp, came on after his panel with Fed Chairman Jay Powell at a virtual Fed Listens event, to discuss the effect of stimulus programs in his community and what more is needed to provide economic stability.

    • 28 min
    Expect a Square Root Recovery, Not a V-Shaped One

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

    This week, Christopher Ailman, the chief investment officer at CALSTRS, the California state teachers retirement system, came on to talk about the FOMO rally and why he thinks the recovery will look more like a square root than a V-shape. Richard Haass, the president of the Council on Foreign Relations, joined to talk about his new book The World: A Brief Introduction and the new cold war between the U.S. and China. Then former Minneapolis Fed President and Bloomberg Opinion columnist Narayana Kocherlakota explained why he thinks the Federal Reserve is "being a drag."

    • 40 min
    The Economic Consequences of No Political Middle Ground

    The Economic Consequences of No Political Middle Ground

    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 of no political middle ground." Michael Dowling, the CEO of Northwell Health, New York City's largest health system and largest private employer, discussed what he would need to see for New York to safely reopen. Hamid Moghadam, the chairman and CEO of Prologis, explained how global supply chains will evolve post-pandemic. Then Wendy Cutler, a former senior U.S. trade official and Asia Society vice president, joined to talk about what President Trump's criticism of Beijing over coronavirus means for U.S.-China trade relations.

    • 30 min
    A Tale of Two Central Banks

    A Tale of Two Central Banks

    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 restaurants. Scott Minerd, Guggenheim Global chief investment officer, came on to offer his immediate reaction to the Federal Reserve's rate decision. Nick Maroutsos, co-head of global bonds at Janus Henderson, explained why this week was a tale of two central banks and why he thinks "the ECB has its head in the sand." Then Ken Feinberg, attorney and former Special Master for both the TARP Executive Compensation and the September 11th Victim Compensation Fund, came on to discuss the U.S. government's response to the Covid-19 crisis.

    • 34 min
    The Week Oil Went Negative

    The Week Oil Went Negative

    This week, Nobel Laureate economist Paul Krugman spoke with Joe and explained why he thought the federal government’s fiscal response to the coronavirus pandemic has been “way insufficient” so far. Rob Arnott, chairman and co-founder of Research Affiliates, joined to talk about oil's historic week. Yossi Sheffi, professor of engineering systems and director of Center for Transportation at MIT, discussed the impact on the oil market's supply chain. Then "the Godfather of ETFs" Reggie Browne, principal at GTS , came on to talk about the turmoil in USO and the future of the space.

    • 32 min

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