What'd You Miss This Week

This week, Jamaica's Finance Minister Nigel Clarke joined to discuss his country's success as the best performing stock market of 2018 and using reggae to communicate monetary policy. Ruchir Sharma, chief global strategist and head of emerging markets at Morgan Stanley Investment Management, came on to talk about the Indian elections and why he thinks EM is set for a reversal. Daniel Kliman, senior fellow at the Center for New American Security, discussed his new study "Grading China's Belt and Road." Then European Commission Vice President Valdis Dombrovskis joined to discuss the European economic slowdown.

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This week, Ivy Zelman, CEO of Zelman and Associates, and the author of the Z report, came on to talk about trends in the the housing market and if this year is looking up after a rough 2018. Ryan Selkis, founder and CEO of the cryptocurrency research firm Messari, went through bitcoin's surprise surge and what could be behind it. Mike Mayo, senior analyst at Wells Fargo Securities, joined to discuss why earnings results for banks are boring and beautiful to him, and why it should be another boring quarter for financial institutions. Then Stephen Palley, partner and co-chair of the Blockchain and Virtual Currency group at the law firm of Anderson Kill, came on to walk through the SEC's long-awaited guidance on digital assets and the impact on ICOs. 

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This week, Stephen Moore, visiting fellow at the Heritage Foundation, came on after President Trump announced he was nominating him the the Federal Reserve Board. Sarah Harden, CEO of Reese Witherspoon's production company Hello Sunshine, joined to talk about telling women's stories in the age of "Me Too." Adobe CEO Shantanu Narayen came on from their summit in Las Vegas to talk about why he's taking on rival Salesforce. Then, film producer Will Packer, the man behind hits like "Girls Trip" and "Straight Outta Compton" joined to discuss his new movie "Little" and how the conversation around inclusion in Hollywood is changing.

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This week, Rett Wallace, the CEO of Triton Research, came on to talk about why he sees almost nothing in Lyft's IPO filing to asses the business and why it could be Snap all over again. Former New York Federal Reserve President William Dudley joined before the FOMC rate decision and said why he thinks tightening may be back in play later this year. Brad Setser, senior fellow at the Council on Foreign Relations, joined to discuss why China may be uncomfortable about where trade talks are going with the U.S. Then Eric Larchevêque, CEO of Ledger, came on to talk about blockchain security and their new wallet.

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This week, New Jersey Governor Phil Murphy came on to talk about his proposed millionaire's tax and why he has spoken with Amazon. Nobel Laureate Robert Shiller joined to discuss the decade-long bull run market and why he thinks it aught to come to an end soon. Kimberly Clausing, Professor of Economics at Reed College, made the progressive case for a free trade agenda. Then, Kim Davis, Executive Vice President of the National Hockey League came on to talk about why she left Wall Street after more than two decades for a job the league designed just for her.

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This week, we talked with European Commission Trade Commissioner Cecilia Malmstrom about negotiating a trade deal between the EU and U.S. Dennis Purcell of Aisling Capital came on to discuss why the biotech sector was worried about the FDA Commissioner Scott Gottlieb's resignation. Jamie Montgomery of March Capital Partners joined from his namesake conference to talk about how the ongoing techlash was weighing on attendees. Then James Anderson,  partner and portfolio manager at Ballie Gifford, came to to discuss assessing his investment performance without benchmarks.

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This week, Henson Efron estate attorney Christopher Burns came on to talk about the laws that could let Karl Lagerfeld's beloved cat become a millionaire. Nobel Laureate Robert Shiller discussed why the U.S. economy is due for a recession. Equity Zen CEO Atish Davda joined to talk about the year ahead for unicorns looking to go public. Then Maria Espinosa, came on to discuss becoming the first Latin American woman to serve as UNGA President and how the UN is addressing gender inequality.

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This week, Kyle Bass, founder and Chief Investment Officer at Hayman Capital Management, came on to talk about why he's sticking with his 2020 recession call and why he hopes President Trump doesn't "take the easy way out" on the China trade talks. Anwar Ibrahim, the head of Malaysia's ruling party and its Prime Minister-in-waiting discussed his country's talks with Goldman Sachs over the 1MDB scandal. Then Brad Setser, senior fellow at the Council on Foreign Relations, joined to make the case for a German fiscal stimulus. 

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Jason Furman, Chairman of the Council of Economic Advisers under President Obama, came on to talk about why he wants D.C. to end its debt obsession. Cullen Roche, Founder of Orcam Financial Group, and Nell Abernathy, VP of Research and Policy at the Roosevelt Institute, joined to discuss both sides of the debate around curbing corporate buybacks. Peter Van Valkenburgh, Director of Research at Coin Center, took us through the unbelievable story of how hundreds of millions of dollars in crypto got stranded. Then economist Stephanie Kelton came on to make the case for the Green New Deal. 

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This week, Sen. Elizabeth Warren joined for a wide-ranging interview to discuss her wealth tax, why Democrats are embracing a tax policy message and the role of private insurance in her Medicare for All plan. MSCI Chairman & CEO Henry Fernandez came on to talk about the crisis in Venezuela and why the China trade war is not impacting global flows.

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