What'd You Miss This Week

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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 preparing for a possible return without fans. Jens Nordvig, founder and CEO of Exante Data, discussed what the data shows about Sweden's controversial approach to fighting the coronavirus outbreak. Adam Pritzker, founder and CEO of Assembled Brands, came on to talk about his work ensuring small businesses receive their loans from the federal government. Then Columbia Law School professor Kathryn Judge explained why she thinks the government intervention to shield big companies from the pandemic will give rise to moral hazard.See omnystudio.com/listener for privacy information.

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 strategy at Avonhurst, came on to talk about what Prime Minister Boris Johnson's stay in the ICU meant for the day-to-day running of the U.K. Allstate CEO Tom Wilson explained why he decided to return some money to his customers as stay-at-home orders keep them off the roads. Then noted short-seller Jim Chanos, president and founder of Kynikos Associates, joined for a wide-ranging interview on everything from his Tesla short and the end of the gig economy as we know it to U.S. taxpayers bailing out professional gamblers.See omnystudio.com/listener for privacy information.

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 to track the coronavirus outbreak. PIMCO global economic adviser Joachim Fels came on to offer his outlook for how the global economy can transition from near-term pain to gradual healing. Then Ian Bremmer, president of the Eurasia Group and G-Zero Media, discussed how the pandemic could fundamentally alter the geopolitical landscape.See omnystudio.com/listener for privacy information.

This week, FedEx President & COO Raj Subramaniam joined to talk about about how the company is grappling with increased shipping demand while keeping their employees safe. Nathan Tankus, a research Director for the Modern Money Network, explained how a Medicare for all policy could serve as an automatic fiscal stabilizer for the U.S. economy. George Pyne, the founder & CEO of Bruin Sports Capital, went through the bottom line impact of the Olympics getting delayed. Then Curaleaf Executive Chairman Boris Jordan came on to talk about the company gaining essential service designation to stay open amid the pandemic and how demand has been impacted.See omnystudio.com/listener for privacy information.

This week was one for the history books for financial markets. Scott Minerd, global chief investment officer at Guggenheim and Jeffrey Rosenberg, senior portfolio manager for systematic fixed income at Blackrock, joined together to talk about the economic fallout from coronavirus and what governments and central bankers should do to respond. Diane Swonk, chief economist at Grant Thornton, came on alongside Nick Maroutsos, global head of bond at Janus Henderson, to offer their thoughts on potential policy prescriptions to offset the impact. Then Yossi Sheffi, engineering systems professor and head of the transportation center at MIT, went though how to expand the capacity of the U.S. health care system and how necessary activities like grocery shopping can be done more safely amid the outbreak.See omnystudio.com/listener for privacy information.

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 rally since 2008. Dr. Amesh Adalja, senior scholar at the Johns Hopkins University Center for Health Security, joined with a public health perspective on the outbreak. Former Federal Reserve Vice Chairman Alan Blinder and New York Fed President Bill Dudley came on to discuss how central bankers were responding to the crisis. Then Henrietta Treyz, director of economic policy research at Veda Partners, gave an outlook on the prospect for the stimulus package making its way through Congress.See omnystudio.com/listener for privacy information.

This week, Deutsche Bank Chief International Economist Torsten Slok joined to discuss the Federal Reserve issuing an emergency rate cut in an effort to offset the coronavirus impact. New York Times columnist Nicholas Kristof and his wife Sheryl Wudann sat down to talk about how the virus has exposed institutional weaknesses and their new book "Tightrope: Americans Reaching For Hope." Then Katherine Baicker, University of Chicago Harris School of Public Policy Dean and former member of the President's Council of Economic Advisers, came on to talk about Medicare-For-All.See omnystudio.com/listener for privacy information.

This week, Guggenheim Global Chief Investment Officer Scott Minerd, who oversees $215 billion in assets under management, joined to discuss why the coronavirus may be the worst thing he's ever seen in his career, and why the Fed has few tools to combat the outbreak. Then Yossi Sheffi, MIT Professor of Engineering Systems and the Director of the MIT Center for Transportation, came on to talk about the impact of the coronavirus on supply chains.See omnystudio.com/listener for privacy information.

This week, Hans Humes, chariman, CEO & founding partner at Greylock Capital joined to talk about why the coronavirus concerns weren't showing up in typical risk assets and how Argentina can get back to a sustainable debt load. Eswar Prasad, senior fellow at the Brookings Institution, came on to discuss whether the coronavirus outbreak will cause a recession. Then Curaleaf CEO Joseph Lusardi went through Curaleaf's recent acquisition of vaping company Select and how he thinks the cannabis market can get its groove back.See omnystudio.com/listener for privacy information.

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 pandemics on the global food supply. Scott Kennedy, senior adviser in Chinese business and economics at CSIS, went through the potential economic impacts of the coronavirus. Andrew Karolyi, distinguished professor of management at Cornell, came on to talk about Wall Street attempting to live up to its sustainability promises. Then Mahisha Dellinger, the founder of CURLS, a natural hair care brand, sat down with Scarlet to talk about how we can get more African-American female entrepreneurs to the one-million dollar mark.See omnystudio.com/listener for privacy information.

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 Caucuses, hitting everything from the coronavrius outbreak and Federal Reserve to why bitcoin fans have joined the #YangGang. Briahna Joy Gray, national press secretary for Sen. Bernie Sanders's presidential campaign, joined to discuss the Sanders surge ahead of Iowa and running against President Trump amid record-low unemployment. Then Scarlet sat down with Bing Chen, co-founder and chairman of Gold House, to talk about his work using Asian creative leaders to increase representation of Asians onscreen.See omnystudio.com/listener for privacy information.

This week, Neil Dutta, head of U.S. economics at Renaissance Macro Research joined to discuss whether recent economic data justifies the market's strong start to the year. Cowen Chairman and CEO Jeffrey Solomon came on for a wide-ranging conversation hitting everything from his market outlook to marketing to Gen Z. Rhino co-founder and chairman Ankur Jain explained how his startup is working to end the U.S. housing crisis by providing alternatives to upfront deposits. Then Boston Beer Company CEO Dave Burwick joined to discuss why one of the country's largest craft brewers is making a big bet on hard seltzer.See omnystudio.com/listener for privacy information.

This week, Stefan Selig, the former Under Secretary of Commerce for International Trade under President Obama, took us through the phase-one trade deal. Alyse Killeen, managing partner of StillMark, a Bitcoin-focused venture capital firm, and one of the first venture capitalists to participate as an institutional investor in the space, offered her crypto outlook for 2020. Federal Reserve historian and Wharton professor Peter Conti-Brown joined to discuss his twitter fight with Minneapolis Fed President Neel Kashkari and why he thinks the Fed should not be pushing for political change. Then Sam Bell, founder and policy director at Employ America, came on to talk about President Trump appearing to regret passing over former Federal Reserve governor Kevin Warsh in favor of Jay Powell for the top job at the Fed, and what life could have looked like under a Chairman Warsh.See omnystudio.com/listener for privacy information.

This week, a number of executives joined from the Consumer Electronics Show. Qualcomm President Cristiano Amon discussed the company's chips and software for autonomous vehicles. Quibi Founder Jeffrey Katzenberg and CEO Meg Whitman talked about their plans to stand out in a crowded content space. Delta CEO Ed Bastian highlighted the airline's digital concierge. Then Joachim Fels, managing director and global economic advisor at PIMCO, came on to offer his outlook for global growth and explain why this this past decade was a great one for investors, but not the economy. See omnystudio.com/listener for privacy information.

This week, Caroline interviews 3M Chief Executive Michael Roman as part of our CEO Spotlight series. The Minnesota-based manufacturer makes everything from post-it notes to touchscreen displays and is not shying away from big acquisitions despite a difficult past year. Roman hinted at new deals to come and discussed his outlook for the macro environment.See omnystudio.com/listener for privacy information.

This week, Caroline Hyde sat down with Qualcomm Chief Executive Steve Mollenkopf for a wide-ranging interview as part of our CEO Spotlight Series. Mollenkopf discussed the race for 5G, the surprising ways it will be used beyond phones as well as how the company is managing antitrust pressures and maintaining a culture of innovation.See omnystudio.com/listener for privacy information.

This week, Win Thin, the global head of currency strategy at Brown Brothers Harrimanm, joined to discuss the pound erasing its post-election rally once the threat of a no-deal Brexit was back on. Curiositystream CEO Clint Stinchcomb talked about how the science and nature-focused streaming service he runs is beating ESPN+ and HBO Now in subscribers. Deutsche Bank chief economist Torsten Slok discussed life after Mark Carney at the Bank of England. Then Checkr CEO Daniel Yanisse joined to talk about how his company is using technology to improve biases in hiring and help people with criminal records get back to work. See omnystudio.com/listener for privacy information.

This week, Joe sits down with Democratic Presidential candidate Elizabeth Warren to talk about the wealth tax, her plan for trade with China, and Michael Bloomberg's entrance to race. Christopher Ailman, CalSTRS Chief Investment Officer, joined to discuss his push for technology companies to end dual class stock structures after seven years. Then David Woo, Head of Global Rates and Currencies Research at Bank of America Merrill Lynch, came on to talk about why China is worried that Bernie Sanders and Elizabeth Warren could be tougher on trade than President Trump and offer his top trades of 2020.See omnystudio.com/listener for privacy information.