This week, Joe, Scarlet and Julie Hyman spoke with Guggeheim Global Chief Investment Officer Scott Minerd about why markets are crazy to ignore the risks of President Trump's trade war. Scott explained why U.S. consumers will be the ones footing the bill, and all the proof they need is their washing machine. Shannon O'Neil, a senior fellow for Latin America Studies at the Council on Foreign Relations and frequent contributor to Bloomberg Opinion, also came on to discuss AMLO's to-do list for when he takes office as Mexico's next president. Then Bill Lee, Chief Economist at the Milken Institute, wrapped things up with his take on the state of the labor market. 

This week, Joe, Scarlet and Julie Hyman spoke with Guggeheim Global Chief Investment Officer Scott Minerd about why markets are crazy to ignore the risks of President Trump's trade war. Scott explained why U.S. consumers will be the ones footing the bill, and all the proof they need is their washing machine. Shannon O'Neil, a senior fellow for Latin America Studies at the Council on Foreign Relations and frequent contributor to Bloomberg Opinion, also came on to discuss AMLO's to-do list for when he takes office as Mexico's next president. Then Bill Lee, Chief Economist at the Milken Institute, wrapped things up with his take on the state of the labor market.

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

Why Markets are Crazy to Ignore the Risks of a Trade War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef1ae428-7a3c-4ebb-aa81-ae3c00381914/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

Why Markets are Crazy to Ignore the Risks of a Trade War

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