What'd You Miss This Week

This week, Chris Ailman, the CIO at CalSTRS, joined to discuss valuations, why he thinks the biggest election risk is a contested result and what he thinks about the recent top-heavy market rally. Nobel Laureate and Yale economics professor Robert Shiller came on to talk about the state of the U.S. housing market and his concerns about price drops over the next year. Then Rob Arnott, the chairman and co-founder of Research Affiliates, joined with insight on tech's out performance over the broader market.

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This week, Nick Clegg, Facebook vice president for global affairs and communications, joined to react to the growing number of companies joining the advertising boycott of Facebook over charges the platform is not doing enough to quell hate speech. Nobel Laureate Paul Krugman spoke with Joe ahead of jobs day about resurgence of COVID infections, how government programs to fight the subsequent economic downturn have played out in practice and why he thinks the U.S. economy "is in big trouble." Then Caroline put the CEO Spotlight on Dow's Jim Fitterling with a wide-ranging interview about how the company is faring amid the pandemic, his pledge to go carbon neutral by 2050, and how coming out to his workforce and serving as one of the few openly gay CEO's in corporate America has informed his vision of workplace diversity and inclusion.

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This week, Tristan Walker, the founder and CEO of Walker and Company Brands, joined to talk about being named to Shake Shack's board and his experience as an African-American founder and executive in Silicon Valley. Tina Tchen, the president and CEO of TIME'S UP Now and the TIME'S UP Foundation, came on to discuss expanding their mandate beyond battling sexual harassment to pushing for greater diversity and inclusion in the workplace and holding companies accountable. Kara Hurst, Amazon's head of worldwide sustainability, joined to talk about the company's $2 billion dollar Climate Pledge Fund to invest in sustainable and de-carbonizing technologies. Albertsons President and CEO Vivek Sankaran joined to talk about the grocery chain's IPO and going public in a volatile market.

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This week, Bill Bratton, the former police commissioner for Boston, Los Angeles and New York City, joined to discuss the federal efforts to reform police. James Norman, CEO and co-founder of Pilot.ly and partner at Transparent Collective, came on to talk about his experience as a black executive and founder in Silicon Valley and how the technology industry needs to change to achieve greater racial equity. Dr. William Haseltine, who pioneered the first HIV/AIDS treatment and developed the first drugs based on the human genome while at Harvard Medical School, explained the cheap, widely available drug showing major promise to treat Covid-19. Then United Chief Communications Officer and former White House press secretary Josh Earnest came on to talk about the airline's efforts to revive the summer travel season and how the private sector can enact policies to fight racial inequality.

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This week, Ursula Burns, the former CEO of Xerox and first African-American woman to serve as CEO for a Fortune 500 company, discussed how companies should be responding to racial inequity and why she thinks the rhetoric from the Trump administration needs to be offset by real action from the private sector. Bozoma Saint John, chief marketing officer at Endeavor, and Stacey Bendet, founder of fashion label Alice + Olivia, spoke about the social media movement #ShareTheMicNow, which is seeking to amplify the voices of Black women via the Instagram platforms of famous white women in Hollywood, fashion, and politics. Dan Fuss, renowned bond fund manager and vice chairman at Loomis Sayles, came on ahead of the Fed decision to talk about why he thinks low rates are here to stay. Then Paul Hennessy, CEO of online auto sales platform Vroom, joined the day his company went public to discuss the IPO and whether the pandemic will permanently alter consumer behavior.

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Larry Ivory, the chairman of the National Black Chamber of Commerce, joined to talk about public policy changes that can be made to close the racial wealth gap and enable minority businesses. Roger McNamee, the managing director of Elevation Partners and an early investor in Facebook, came on to talk about Mark Zuckerberg's decision to leave controversial posts by President Trump about the protests on the platform. Catherine Mann, global chief economist at Citi and the former chief economist at the OECD, offered an outlook ahead of the jobs report. Then ZoomInfo CEO Henry Schuck joined the day of his company's IPO to talk about going public amid a pandemic.

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This week, Bonnie Glaser, senior adviser for Asia and the director of the China Power Project at CSIS joined to talk about President Trump intensifying his confrontation with China while Beijing takes further steps to cub Hong Kong's autonomy. Win Thin, global head of currency strategy at Brown Brothers Harriman, discussed how the rising tensions between Washington and Beijing are weighing on currency markets and the best and worst case scenarios for investors. Sean Casey, vice president for business development at Atlas Space Operations and co-founder of the Silicon Valley Space Center, joined right after SpaceX 's historic launch was delayed to talk what needs to happen to ensure a safe mission and the future of space exploration. Then Adam Ozimek, the chief economist at Upwork, came on to talk about his new report investigating the potential long term impacts of the work from home shift on the labor market.

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This week, Scott Galloway, NYU Stern School of Business marketing professor, best-selling author and avid podcaster, joined to discuss how the pandemic is exposing and exasperating existing problems within higher education and whether rising tuition costs are approaching moral hazard. The CEO of Porsche Cars North America Klaus Zellmer talked about how the company is adapting to the pandemic, including digital purchases of vehicles. Jesper Koll, the CEO of Wisdom Tree Investments in Japan offered some ETF Intelligence about what to expect as the Federal Reserve moves into ETF purchases and how it compares to the Bank of Japan's playbook. Then Darrin Williams, the CEO of Southern Bancorp, came on after his panel with Fed Chairman Jay Powell at a virtual Fed Listens event, to discuss the effect of stimulus programs in his community and what more is needed to provide economic stability.

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This week, Christopher Ailman, the chief investment officer at CALSTRS, the California state teachers retirement system, came on to talk about the FOMO rally and why he thinks the recovery will look more like a square root than a V-shape. Richard Haass, the president of the Council on Foreign Relations, joined to talk about his new book The World: A Brief Introduction and the new cold war between the U.S. and China. Then former Minneapolis Fed President and Bloomberg Opinion columnist Narayana Kocherlakota explained why he thinks the Federal Reserve is "being a drag."

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This week, PGIM CEO David Hunt came on to talk about decoupling between the economy and the stock market and what he calls "the economic consequences of no political middle ground." Michael Dowling, the CEO of Northwell Health, New York City's largest health system and largest private employer, discussed what he would need to see for New York to safely reopen. Hamid Moghadam, the chairman and CEO of Prologis, explained how global supply chains will evolve post-pandemic. Then Wendy Cutler, a former senior U.S. trade official and Asia Society vice president, joined to talk about what President Trump's criticism of Beijing over coronavirus means for U.S.-China trade relations.

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