What'd You Miss This Week

This week, Jersey Mike's founder and CEO Peter Cancro joined to talk about the looming meat shortages and the impact on the food supply chain for restaurants. Scott Minerd, Guggenheim Global chief investment officer, came on to offer his immediate reaction to the Federal Reserve's rate decision. Nick Maroutsos, co-head of global bonds at Janus Henderson, explained why this week was a tale of two central banks and why he thinks "the ECB has its head in the sand." Then Ken Feinberg, attorney and former Special Master for both the TARP Executive Compensation and the September 11th Victim Compensation Fund, came on to discuss the U.S. government's response to the Covid-19 crisis.

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This week, Nobel Laureate economist Paul Krugman spoke with Joe and explained why he thought the federal government’s fiscal response to the coronavirus pandemic has been “way insufficient” so far. Rob Arnott, chairman and co-founder of Research Affiliates, joined to talk about oil's historic week. Yossi Sheffi, professor of engineering systems and director of Center for Transportation at MIT, discussed the impact on the oil market's supply chain. Then "the Godfather of ETFs" Reggie Browne, principal at GTS , came on to talk about the turmoil in USO and the future of the space.

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This week, George Pyne, founder and CEO of Bruin Sports Capital, joined to talk about how the sports economy is adjusting to its new reality and preparing for a possible return without fans. Jens Nordvig, founder and CEO of Exante Data, discussed what the data shows about Sweden's controversial approach to fighting the coronavirus outbreak. Adam Pritzker, founder and CEO of Assembled Brands, came on to talk about his work ensuring small businesses receive their loans from the federal government. Then Columbia Law School professor Kathryn Judge explained why she thinks the government intervention to shield big companies from the pandemic will give rise to moral hazard.

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This week, Cowen CEO Jeff Solomon joined to offer his read on financial markets and the recovery in risk assets.Tina Fordham, head of global political strategy at Avonhurst, came on to talk about what Prime Minister Boris Johnson's stay in the ICU meant for the day-to-day running of the U.K. Allstate CEO Tom Wilson explained why he decided to return some money to his customers as stay-at-home orders keep them off the roads. Then noted short-seller Jim Chanos, president and founder of Kynikos Associates, joined for a wide-ranging interview on everything from his Tesla short and the end of the gig economy as we know it to U.S. taxpayers bailing out professional gamblers.

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This week, best-selling author and Bloomberg Opinion columnist Michael Lewis joined to talk about a Wall Street risk veteran that might have a theory to track the coronavirus outbreak. PIMCO global economic adviser Joachim Fels came on to offer his outlook for how the global economy can transition from near-term pain to gradual healing. Then Ian Bremmer, president of the Eurasia Group and G-Zero Media, discussed how the pandemic could fundamentally alter the geopolitical landscape.

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This week, FedEx President & COO Raj Subramaniam joined to talk about about how the company is grappling with increased shipping demand while keeping their employees safe. Nathan Tankus, a research Director for the Modern Money Network, explained how a Medicare for all policy could serve as an automatic fiscal stabilizer for the U.S. economy. George Pyne, the founder & CEO of Bruin Sports Capital, went through the bottom line impact of the Olympics getting delayed. Then Curaleaf Executive Chairman Boris Jordan came on to talk about the company gaining essential service designation to stay open amid the pandemic and how demand has been impacted.

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This week was one for the history books for financial markets. Scott Minerd, global chief investment officer at Guggenheim and Jeffrey Rosenberg, senior portfolio manager for systematic fixed income at Blackrock, joined together to talk about the economic fallout from coronavirus and what governments and central bankers should do to respond. Diane Swonk, chief economist at Grant Thornton, came on alongside Nick Maroutsos, global head of bond at Janus Henderson, to offer their thoughts on potential policy prescriptions to offset the impact. Then Yossi Sheffi, engineering systems professor and head of the transportation center at MIT, went though how to expand the capacity of the U.S. health care system and how necessary activities like grocery shopping can be done more safely amid the outbreak.

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This week, U.S. stocks suffered the most since the Black Monday crash of 1987 on coronavirus fears before surging at the Friday close with the biggest rally since 2008. Dr. Amesh Adalja, senior scholar at the Johns Hopkins University Center for Health Security, joined with a public health perspective on the outbreak. Former Federal Reserve Vice Chairman Alan Blinder and New York Fed President Bill Dudley came on to discuss how central bankers were responding to the crisis. Then Henrietta Treyz, director of economic policy research at Veda Partners, gave an outlook on the prospect for the stimulus package making its way through Congress.

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This week, Deutsche Bank Chief International Economist Torsten Slok joined to discuss the Federal Reserve issuing an emergency rate cut in an effort to offset the coronavirus impact. New York Times columnist Nicholas Kristof and his wife Sheryl Wudann sat down to talk about how the virus has exposed institutional weaknesses and their new book "Tightrope: Americans Reaching For Hope." Then Katherine Baicker, University of Chicago Harris School of Public Policy Dean and former member of the President's Council of Economic Advisers, came on to talk about Medicare-For-All.

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This week, Guggenheim Global Chief Investment Officer Scott Minerd, who oversees $215 billion in assets under management, joined to discuss why the coronavirus may be the worst thing he's ever seen in his career, and why the Fed has few tools to combat the outbreak. Then Yossi Sheffi, MIT Professor of Engineering Systems and the Director of the MIT Center for Transportation, came on to talk about the impact of the coronavirus on supply chains.

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