This week, Catherine Mealor, an analyst at KBW, came on to talk about what KBW's restoration index says about the road to economic recovery and how dependent it is on further fiscal stimulus. Mark Palmer, a fintech analyst at BTIG, joined to discuss how fintech companies like the Cash App are trying to ride the cryptocurrency wave. Win Thin, the global head of currency strategy at Brown Brothers Harriman, offered his outlook for global FX as emerging markets near record highs. Then Leigh Drogen, the founder and CEO of Estimize, goes through the week of eye-watering IPOs with DoorDash and Airbnb and the impact of such high retail interest in the IPOs.

This week, Catherine Mealor, an analyst at KBW, came on to talk about what KBW's restoration index says about the road to economic recovery and how dependent it is on further fiscal stimulus. Mark Palmer, a fintech analyst at BTIG, joined to discuss how fintech companies like the Cash App are trying to ride the cryptocurrency wave. Win Thin, the global head of currency strategy at Brown Brothers Harriman, offered his outlook for global FX as emerging markets near record highs. Then Leigh Drogen, the founder and CEO of Estimize, goes through the week of eye-watering IPOs with DoorDash and Airbnb and the impact of such high retail interest in the IPOs.

Every week, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by 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.

The most essential interviews of the week, on topics ranging from markets, economics to geopolitics and technology

What'd You Miss This Week

A Week of Eye-Watering IPOs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b46df4ff-adbe-4ccc-9e80-ae3c00281383/transcript

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.

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.

Fiat Currency is Having a Midlife Crisis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/70994ef6-e398-4a37-a7a8-ae3c002200d6/transcript

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.

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.

Serial SPAC-er Betsy Cohen Finds Her Seventh Target

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8a0393c8-b02f-410e-abb1-ae3c002200cf/transcript

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.

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.

Companies Have Lost the Distinction Between Data and Information

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f870cdd3-f3f1-490e-b512-ae3c00220143/transcript

A Week of Eye-Watering IPOs

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What'd You Miss This Week

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