What'd You Miss This Week

On What’d You Miss This Week, Joe Weisenthal, Scarlet Fu and Julia Chatterley spoke with Daniel Rasmussen, Founder and Portfolio Manager at Verdad Advisers, who has a piece out in American Affairs Magazine titled "Private Equity: Overvalued and Overrated?" about whether private equity really is the holy grail of investing. They also spoke with Larry Haverty, Gabelli Multimedia Trust Associate Portfolio Manager about the ongoing media M&A war for Sky and who the three dark horses are in the race. Then Bill Lee, Milken Institute Chief Economist joined to discuss Jay Powell's first trip to Capitol Hill as Federal Reserve Chairman, what’s next for rate hikes and Powell's personal touch.

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On What'd You Miss This Week, Joe Weisenthal, Julia Chatterley and Lisa Abramowicz, who filled in for Scarlet Fu who is on vacation, spoke with Damon Jones, Associate Professor at the University of Chicago's Harris School of Public Policy about universal basic income. Once a fringe policy prescription, the idea is starting to gain more mainstream traction. Harris's research on the Alaska Permanent Fund found it doesn't cause people to leave the workforce --dispelling one of the biggest arguments against it. They also spoke with Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy about the recent market correction and why the U.S. stock market is overvalued according to one model. Then David Kirkpatrick, Techonomy CEO & Founder and Author of "The Facebook Effect" joined to discuss if the social network can ever learn how to police all of its content. 

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On What'd You Miss This Week, Joe Weisenthal, Julia Chatterly and Scarlet Fu spoke with New River Investment Portfolio Manager and Bloomberg View Columnist Conor Sen about what he sees as the most worrisome (and not often discussed) constraint on U.S. economic growth at the moment. The U.S. is running short on truck drivers, and that's bad news for the whole economy. They also spoke with Tim Duy, University of Oregon professor, who broke down the latest inflation data and predicted the Federal Reserve could hike more than three times this year. And George Pearkes, Bespoke Investment Group Global Macro Strategist joined to talk about the net effect of the recent fiscal stimulus. The U.S. Economy is getting a big dose of stimulus from Washington with massive spending levels on top of tax cuts. With the economy already growing at a significant pace, it's going to make for an interesting experiment.

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This month, Bloomberg is excited to bring you a brand new show. Every Friday on What'd You Miss This Week, we'll feature the most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, Julia Chatterley and Joe Weisenthal. 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. Be sure to subscribe now, so you don't miss a thing!

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