In this super-sized episode, Felix and Mihir are rejoined by their friend Youngme to discuss everything from Magical Thinking to Elon Musk. Recommendations: Slow Horses (Apple) Old Enough (Netflix) Copykat.com Supercook.com Hosted on Acast. See acast.com/privacy for more information....
May 25, 2022•56 min•Ep 30•Transcript available on Metacast Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They also discuss the fate of Upstart, an AI-supported lending platform. The former Wall Street darling lost much of its value, seemingly overnight. Can Upstart recover? Are we really better off with more consumer credit? Hosted...
May 18, 2022•35 min•Ep 29•Transcript available on Metacast In this episode, Felix, Mihir and Charlotte discuss what countries and companies should do about the chip shortage and discuss the future of Uber, Lyft and Doordash. Hosted on Acast. See acast.com/privacy for more information.
May 12, 2022•34 min•Ep 28•Transcript available on Metacast In this episode, Sarah, Felix and Mihir discuss startups that piqued their interest. Bet there are some names you have not heard of? Who will go public first? Who is doomed to fail? Also: Mihir’s CRY for help. Hosted on Acast. See acast.com/privacy for more information.
May 05, 2022•32 min•Ep 27•Transcript available on Metacast Should you bet on a four-day work week? Felix, Mihir, and Sarah discuss the sports betting industry and the future of the work week. Hosted on Acast. See acast.com/privacy for more information.
Apr 27, 2022•39 min•Ep 26•Transcript available on Metacast Felix, Mihir and Stephanie Mehta debate if we are witnessing the end of an era, the slow but steady demise of globalization. We also discuss the future of Zoom. With its stock sharply down and growth slowing, will the star of the COVID period have to sell itself to survive? Hosted on Acast. See acast.com/privacy for more information.
Apr 20, 2022•34 min•Ep 25•Transcript available on Metacast Felix, Mihir and guest host Stephanie Mehta discuss the recent spate of companies going public without profits and what Amazon’s moves into space mean for their competitors and consumers. Hosted on Acast. See acast.com/privacy for more information.
Apr 13, 2022•33 min•Transcript available on Metacast Felix, Mihir and The Economist’s Charlotte Howard discuss the return of Howard Schultz to Starbucks. Can he win over a restive workforce and suppress recent unionization efforts at the company? We also debate the recent uptick in drug use at work. Is this the return of the Mad Men? Hosted on Acast. See acast.com/privacy for more information.
Apr 06, 2022•29 min•Ep 23•Transcript available on Metacast In this episode, Felix and Mihir are joined by Charlotte Howard of the Economist and discuss the impact of new disclosure rules for geopolitical relations between China and the U.S. and the future of climate. Are these changes fundamental to the future of climate and the world, window dressing, or a manifestation of deeper problems? Hosted on Acast. See acast.com/privacy for more information....
Mar 31, 2022•39 min•Ep 22•Transcript available on Metacast Felix, Mihir and Sarah Green Carmichael debate how to best fight misinformation. What is the role of liability? Can we leave the battle against fake news in the hands of the internet platforms? Can we fact-check our way out of this crisis? The three hosts also discuss the corporate withdrawal from Russia. Hosted on Acast. See acast.com/privacy for more information....
Mar 16, 2022•35 min•Ep 21•Transcript available on Metacast In this bonus episode, Felix and Mihir welcome back their colleague and friend Rawi Abdelal to discuss the origins of the conflict, the effects of the sanctions, and how the situation might evolve. Hosted on Acast. See acast.com/privacy for more information.
Mar 11, 2022•47 min•Ep 21•Transcript available on Metacast Sarah, Felix and Mihir discuss the new laws that require greater salary transparency. Is this a good idea? Will pay increase or decrease as a result? Who will benefit most? We also debate the surge in activist investing. Why do activists now resemble private equity investors? Hosted on Acast. See acast.com/privacy for more information.
Mar 09, 2022•33 min•Ep 20•Transcript available on Metacast What is the future of Peloton and the fitness industry? And, what should we make of Microsoft’s proposed acquisition of Activision? On this episode, we welcome Sarah Greene Carmichael and discuss these developments. Hosted on Acast. See acast.com/privacy for more information.
Mar 02, 2022•35 min•Ep 19•Transcript available on Metacast What are the most exciting companies and development in mobility today? What have we learned about how to provide income support during economic downturns? Mihir and Felix discuss the evidence from the pandemic and consider today's most exciting mobility solutions. Our recommendations are: The Anomaly Hosted on Acast. See acast.com/privacy for more information....
Feb 23, 2022•36 min•Transcript available on Metacast Felix and Mihir debate the state of the labor market. Is the Great Resignation real? Are we confused about the data? We also discuss earnings releases that caught our eye: Time to flee fintech? UPS anyone? Recent picks: Checks and Balance (podcast): Left Side Story Gary Shteyngart (book): Our Country Friends: A Novel Jennifer Senior (article): It’s Your Friends Who Break Your Heart This American Life (podcast): The Trojan Horse Affair Hosted on Acast. See acast.com/privacy for more information....
Feb 16, 2022•30 min•Ep 17•Transcript available on Metacast Youngme, Felix and Mihir share their predictions for 2022! Join them as they share their predictions about everything ranging from cryptocurrencies to Oscar winners… Recent picks, and recommended reading/websites: Mo Amer (Netflix) Whale Wisdom (website) The Remarkable Tablet (digital writing tablet) Hosted on Acast. See acast.com/privacy for more information....
Dec 22, 2021•42 min•Ep 16•Transcript available on Metacast Youngme, Felix and Mihir look back on 2021 and share their picks for Business Person of the Year, Story of the Year, Trend of the Year, and Buzzword of the Year! Recent picks, and recommended reading/websites: Uma Ali (Felix’s Person of the Year) Sunday's Illness (Netflix) The Beatles: Get Back (documentary) Putting It Together (James Lapine) The White Lotus (HBO) Hacks (HBO) The Queen’s Gambit (Netflix) Succession (HB0) Mare of Easttown (HBO) Hosted on Acast. See acast.com/privacy for more info...
Dec 15, 2021•44 min•Ep 15•Transcript available on Metacast Felix and Mihir contemplate the future of Twitter and GE as Jack Dorsey leaves Twitter and GE splits into three separate companies. What do these events tell us about these companies and this moment? Recent picks, and recommended reading/websites: The Premier League Ronald Sullivan on the Rittenhouse Verdict Hosted on Acast. See acast.com/privacy for more information....
Dec 08, 2021•41 min•Ep 14•Transcript available on Metacast Youngme, Felix and Mihir invite their friend and colleague, Professor Ryan Buell, onto the show to discuss the travel headaches experienced by air travelers and hotel visitors. What’s behind all of the disruptions, and when will things get better? Recent picks, and recommended reading/websites: AirPass (American Airlines) PassPlus (United Airlines) Elite Status Matching (The Points Guy) The Misery Map (FlightAware website) The Book of Awesome (Neil Pasricha) Hosted on Acast. See acast.com/privac...
Dec 01, 2021•28 min•Ep 13•Transcript available on Metacast Youngme, Felix and Mihir talk all things food, including TikTok recipes going viral, the chicken sandwich wars between fast food chains, the proliferation of milk alternatives in the supermarket, OpenTable vs. Resy, and more! Recent picks, and recommended reading/websites: Burnt Toast and Other Disasters (Cal Peternell) Opopop (popcorn) Meringue Cookies (recipe) Pete Wells reviews Eleven Madison Park (The New York Times) Hosted on Acast. See acast.com/privacy for more information....
Nov 24, 2021•37 min•Ep 12•Transcript available on Metacast Youngme, Felix and Mihir discuss whether Hertz can make a comeback, why everyone seems to be wearing Crocs, and whether generational stereotypes are accurate or helpful. Recent picks, and recommended reading/websites: My Climate (website) Notability (app) In Case You Get Hit By A Bus (Abby Schneiderman and Adam Seifer) Hosted on Acast. See acast.com/privacy for more information....
Nov 17, 2021•40 min•Ep 11•Transcript available on Metacast Youngme, Felix and Mihir discuss Intel’s attempts to stage a turnaround in the all-important chip industry; plus Zillow, utopian cities, and more. Recent picks, and recommended reading/websites: · Izipizi Eyewear · Far Flung: A Black Utopia in North Carolina (podcast) · A History of Future Cities (Daniel Brook) Hosted on Acast. See acast.com/privacy for more information....
Nov 10, 2021•42 min•Ep 10•Transcript available on Metacast Youngme, Felix and Mihir discuss how fearful we should be about inflation; they also discuss the Facebook rebranding (Meta) and the prospects for Snap. Recent picks, and recommended reading/websites: Kottke.org The French Dispatch (Wes Anderson) Patagonia Provisions Hosted on Acast. See acast.com/privacy for more information....
Nov 03, 2021•35 min•Ep 9•Transcript available on Metacast Youngme, Felix and Mihir discuss the long-term sustainability of Netflix’s content strategy; plus content trends in streaming. Recent picks, and recommended reading/websites: Summer of Soul (Questlove) The Velvet Underground (Apple TV+) Beethoven x The AI Project (YouTube) Have We Already Been Visited By Aliens? (The New Yorker) Extraterrestrial: The First Sign of Intelligent Life Beyond Earth (Avi Loeb) We invite you to email your comments and ideas for future episodes to: afterhours@hbs.edu . ...
Oct 27, 2021•41 min•Ep 8•Transcript available on Metacast Youngme, Felix and Mihir discuss how legacy retailers like Nike, Walmart and Costco have managed to defy the odds and outperform expectations, despite an onslaught of fresh competition. They also respond to more letters from listeners, including questions about President Biden’s $3.5 trillion spending plan and more. Recent picks, and recommended reading/websites: The Rescue (National Geographic documentary) Seinfeld (Netflix) Weeds (Netflix) The Best Tinned Fish We invite you to email your comme...
Oct 20, 2021•44 min•Ep 7•Transcript available on Metacast Youngme, Felix, and Mihir discuss the red hot IPO market, highlighting a few of the companies reflecting a “sign of the times” including: Rivian Automotive, Duolingo, and life science companies like Gingko Bioworks and Moderna. They also answer a few letters from listeners, including questions about the soaring valuations of private company unicorns, the latest Facebook scandal, and more. Recent picks, and recommended reading/websites: · Private Company Unicorns (Crunchbase) · Run for Office (Sn...
Oct 13, 2021•48 min•Ep 6•Transcript available on Metacast Housing prices are on the rise in cities all around the world, and Youngme, Felix and Mihir discuss whether there’s an end in sight. Plus they discuss other headlines, including: Amazon’s decision to start paying for college tuition for its workers; women outpacing men in college enrollments; the first major carbon capture facility going online; and more. Recent picks, and recommended reading/websites: · Ministry for the Future (Kim Stanley Robinson) · Buddenbrooks (Thomas Mann) · Songs of Gasta...
Oct 06, 2021•40 min•Ep 5•Transcript available on Metacast Why are items still missing from grocery store shelves? Why are package deliveries being delayed? Youngme, Felix and Mihir unpack the global supply chain mess, while warning listeners to start their holiday shopping early! They also share their personal economic takeaways from the pandemic. Recent picks, and recommended reading/websites: · The White Lotus (HBO) · Flour Water Salt Yeast (by Ken Forkish) We invite you to email your comments and ideas for future episodes to: afterhours@hbs.edu . Yo...
Sep 29, 2021•41 min•Ep 4•Transcript available on Metacast It’s been 10 years since the death of Steve Jobs. Has Apple peaked after 10 years of Tim Cook’s leadership or is the best yet to come? Youngme, Felix and Mihir debate the prospects for Apple; they then discuss the celebrities changing the way Hollywood does business, including Reese Witherspoon, Rihanna, and more. Recent picks, and recommended reading/websites: · Google Lens (App) · PictureThis (Botanist in your pocket App) · Libby (Library App, by Overdrive) We invite you to email your comments...
Sep 22, 2021•41 min•Ep 3•Transcript available on Metacast Youngme, Mihir and Felix talk about how to make sense of China’s crackdown on industries ranging from Big Tech to Videogaming. They also share thoughts on other stories in the news, including people behaving badly on planes, Fox launching a Weather Channel, Visa buying an NFT, and Boston Dynamics’ latest robot video. Recent picks, and recommended reading/websites: · Boston Dynamics Robots in Action · What Bobby McIlvane Left Behind (by Jennifer Senior in The Atlantic) · NYC Epicenters 9/11-2021 ...
Sep 15, 2021•42 min•Ep 2•Transcript available on Metacast