What'd You Miss This Week

On "What'd You Miss This Week," Exante Data founder and CEO, Jens Nordvig, joined to discuss what he calls "the big myth about money and inflation." Jon Turek, author of Cheap Convexity, offered his maco outlook for markets amid the simultaneous risk-on rally in stocks and breakevens. Zach Maril, the founder of the Knuckleheads Club, who has spent years researching Google's search engine, explained why Google's webcrawler is a natural monopoly and should be regulated as one. Then Seth Ginns, managing partner and head of liquid investments at Coinfund, discussed the increasing institutional interest in bitcoin as the cryptocurrency continues to surge.

On "What'd You Miss This Week," Catherine Mealor, an analyst at KBW, came on to talk about what KBW's restoration index says about the road to economic recovery and how dependent that forecast is on further fiscal stimulus. Mark Palmer, a fintech analyst at BTIG, joined to discuss how fintech companies like the Cash App are trying to ride the cryptocurrency wave. Win Thin, the global head of currency strategy at Brown Brothers Harriman, offered his outlook for global FX as emerging markets near record highs. Then Leigh Drogen, the founder and CEO of Estimize, goes through the week of eye-watering IPOs with DoorDash and Airbnb and the impact of such high interest from retail investors in the IPOs.

On "What'd You Miss This Week," Claudia Sahm, former economist at the Federal Reserve and a contributor to Bloomberg Opinion, joined to discuss President-Elect Joe Biden's economic team. Opal Tometi, one of three co-founders of Black Lives Matter, discussed the direction of the incoming Biden administration. Paul Krugman, Nobel Laureate economist, New York Times columnist and distinguished economics professor in the PhD program at the City University of New York, came on to talk about his outlook for the economic recovery. Then Jed Kolko, the chief economist at Indeed, offered a preview of Friday's jobs report and discussed the tension between headline and core unemployment.

On "What'd You Miss This Week," Alan Blinder, former vice chairman of the Federal Reserve, member of President Clinton's original Council of Economic Advisers, and Princeton professor, joined to talk about the road ahead for the economic recovery, the new slate of policymakers who will be at the helm of it and whether the Trump administration is trying to make their eventual job more difficult. Columbia Law School professor Kathryn Judge discussed what a Janet Yellen Treasury means for financial regulation. Skanda Amarnath, director of research and analysis at Employ America, took us through the tensions playing out between Treasury Secretary Steven Mnuchin and the Federal Reserve over Cares Act programs and funding. Then David Wilcox, a former senior adviser to the last three Federal Reserve chairs and current senior fellow at the Peterson Institute for International Finance came on to discuss his new report about the role of generational wealth and economic mobility.

On "What'd You Miss This Week," Naufal Sanaullah, macro strategist at EIA Alpha Partners, joined to talk about his outlook for the market and the risks he sees ahead as long-term optimism about a covid-19 vaccine seems to be winning out over short-term fear of renewed lockdowns. Catherine Coley, the CEO of Binance U.S., and Nic Carter, the founding partner at Castle Island Ventures, came on to discuss what is driving the massive bitcoin rally that has pushed the cryptocurrency up to the $17,600 mark, a level reminiscent of the bitcoin craze days of December 2017. Then Employ America senior adviser Liz Pancotti joined to discuss her new report put out by the Century Foundation detailing the upcoming fiscal cliffs twelve million Americans will face this December when additional aid from the first stimulus package is cut off.