Mihir and Felix think about the current crisis in banking. Why did Silicon Valley Bank fail? Is the demise of Credit Suisse a result of the contagion in the United States? And what’s the future of banking? Will the big banks get even bigger? Even more prone to fail? Would we be better off if all deposits were insured? If banks were kept to a smaller size? Hosted on Acast. See acast.com/privacy for more information....
Mar 21, 2023•37 min•Transcript available on Metacast Felix, Mihir and Charlotte Howard of The Economist consider why retailers are buying primary care providers and if wage compression will last and what it means for the economy. Hosted on Acast. See acast.com/privacy for more information.
Mar 15, 2023•38 min•Transcript available on Metacast Felix, Mihir and The Economist’s Charlotte Howard debate the merits of a new class of weight-loss drugs that drastically lower a person’s weight. Is this incredible scientific advance the solution to the obesity epidemic that is sweeping the planet? Should health insurance companies cover the pricey drugs? Will obesity become even more prevalent now that we have effective medication? Plus, we discuss the roller coaster that is Moderna. What’s next for one of the pandemic’s biggest winners? Is th...
Mar 08, 2023•31 min•Transcript available on Metacast Felix, Sarah and Mihir discuss Chat GPT, if AI is truly transformational, the future of search, and how to digitally detox from all this AI talk. Hosted on Acast. See acast.com/privacy for more information.
Mar 01, 2023•37 min•Transcript available on Metacast Mihir and Felix are joined by Rawi to talk about the far-reaching consequences of the current turmoil in energy markets. Is Qatar the next Saudi Arabia? Are the oil majors actually saying goodbye to renewables? Are we seeing the de-industrialization of Europe? Plus, we debate the consequences of shrinking populations. Will it blow up social security? Could it be good news? Hosted on Acast. See acast.com/privacy for more information....
Feb 22, 2023•34 min•Transcript available on Metacast Felix and Mihir debate the latest phase of meme-stock craziness and the wisdom of retirement planning without annuities. Hosted on Acast. See acast.com/privacy for more information.
Feb 15, 2023•33 min•Transcript available on Metacast In our first-ever After Hours sports episode, we ask why sports teams have become so valuable (is it really just the vanity of billionaire owners), debate the merits of paying amateur athletes, and explore why tennis pros receive such a small fraction of the sport’s overall revenue. Can hedge fund icon Bill Ackman save tennis? Hosted on Acast. See acast.com/privacy for more information....
Feb 08, 2023•39 min•Transcript available on Metacast In this episode, Felix, Mihir and Sarah consider the merits of the most recent antitrust actions against Google, the ethics of unpaid labor, and the end of Noma. Hosted on Acast. See acast.com/privacy for more information.
Feb 01, 2023•44 min•Transcript available on Metacast Felix, Mihir and Frances Frei discuss why many workplace issues seem so vexing—and how to fix them. We also talk about Jacinda Ardern’s resignation as New Zealand’s prime minister. Is she leaving too early? How do you best choose your exit? Hosted on Acast. See acast.com/privacy for more information.
Jan 25, 2023•32 min•Transcript available on Metacast Felix and Mihir celebrate Lunar New Year by talking about BYD, Electric Vehicles, and capital allocation in China. Hosted on Acast. See acast.com/privacy for more information.
Jan 18, 2023•46 min•Transcript available on Metacast Sarah Green Carmichael and Felix discuss the ban of TikTok by India and the U.S. Federal Government. Do these bans keep us safe? How nervous should we be on social media apps? Is the U.S. next to build a Chinese-style walled garden that keeps out unwanted companies and governments? Also, we review Southwest’s operational collapse during the holidays. Is legacy technology to blame? Did the company really underinvest? Hosted on Acast. See acast.com/privacy for more information....
Jan 10, 2023•31 min•Transcript available on Metacast Curious about 2023? Youngme, Mihir and Felix are back with their celebrated predictions episode. Who will acquire Spotify? Will Twitter implode? What’s the trend in inflation and energy prices? Who will top the music charts? Space travel for all? Listen in as the hosts outguess each other what the new year will bring. Hosted on Acast. See acast.com/privacy for more information....
Dec 28, 2022•46 min•Transcript available on Metacast In this episode, Youngme, Mihir and Felix share what they loved about 2022. Listen in to get their take on the end of magical thinking, quiet CEOs, the latest in sneaker fashion, and the collapse of FTX. Plus, we have an After Hours poem for you. (And no, we did not write it ourselves. Thank you, ChatGPT!) Hosted on Acast. See acast.com/privacy for more information....
Dec 21, 2022•52 min•Transcript available on Metacast Felix and Mihir are joined by The Economist’s Charlotte Howard and they discuss the geopolitical battle over semiconductors and the surprising victories in battling poverty. Hosted on Acast. See acast.com/privacy for more information.
Dec 14, 2022•37 min•Transcript available on Metacast Mihir, Felix and Bloomberg’s Sarah Green Carmichael talk about financial regrets. Why are they so widespread? Do people really make grave financial mistakes? Do they lack the information required to make smart choices? Plus, we debate the return of Disney’s Bob Iger. Will he shine once more? Hosted on Acast. See acast.com/privacy for more information....
Dec 07, 2022•34 min•Transcript available on Metacast We debate the choice of Qatar as the host of FIFA’s World Cup. Was it a mistake to hold the tournament in a country that criminalizes homosexuality? Was this exactly the right thing to do? Who is to judge? Mihir, Felix and their colleague Tsedal Neeley struggle with the question when to say no to countries’ hosting ambitions. Plus, we debate the ongoing workplace revolution. Where will it all end? Did hybrid really win? Hosted on Acast. See acast.com/privacy for more information....
Nov 30, 2022•34 min•Transcript available on Metacast In celebration of Thanksgiving, Felix and Mihir are joined by Youngme to talk about all things food! Join them as they talk about everything from the future of Kellogg’s to the explosion in Korean food around the globe. They also riff on the evolution of restaurant plating, the proliferation of QR menus, the best depictions of food in movies and television, the failure of recycling, and innovations in rice farming. Get ready to have hunger pangs after this one! Hosted on Acast. See acast.com/pri...
Nov 21, 2022•41 min•Ep 9•Transcript available on Metacast Mihir, Felix and Charlotte Howard discuss how companies will respond to political gridlock in the United States. Is it good for business? Will it really lift markets as many observers expect? Also: We speculate how the tech layoffs will influence the job market and the long-term prospects of tech talent. Hosted on Acast. See acast.com/privacy for more information....
Nov 16, 2022•36 min•Transcript available on Metacast In this episode, Felix and Mihir are joined by Katy Milkman to discuss workplace surveillance and the value of a fresh start. Hosted on Acast. See acast.com/privacy for more information.
Nov 09, 2022•37 min•Transcript available on Metacast Mihir, Felix and NYU’s Dolly Chugh discuss the pressure on business leaders to conform to the demands of woke capitalism. Should you give in? Push back? What are the risks and rewards? Also: Feeling low lately? Chances are you are just getting older. We speculate why most people go through some sort of midlife crisis and talk about ways to better cope with life’s seemingly inevitable ups and downs. Hosted on Acast. See acast.com/privacy for more information....
Nov 02, 2022•34 min•Transcript available on Metacast Felix and Mihir consider the future of Goldman Sachs and the limits of technology in human interactions. Hosted on Acast. See acast.com/privacy for more information.
Oct 26, 2022•40 min•Transcript available on Metacast Rawi joins Mihir and Felix to discuss the war in Ukraine: What is most surprising about the evolution of the conflict? Are the sanctions working? How is the war reshaping geopolitics? Will the Putin regime deploy nuclear weapons? And, most importantly, how will the hostilities end? Hosted on Acast. See acast.com/privacy for more information.
Oct 19, 2022•35 min•Transcript available on Metacast On this week's episode, Felix, Sarah, and Mihir discuss the future of Twitter under Musk and bond market craziness. Hosted on Acast. See acast.com/privacy for more information.
Oct 12, 2022•39 min•Transcript available on Metacast Mark Cuban has gone from selling garbage bags door-to-door to selling internet companies for billions, acquiring an NBA team, and becoming a beloved “Shark” on Shark Tank. Mark reveals to Adam how he turns problems into opportunities in entrepreneurship, basketball, and investing. They discuss his latest venture–disrupting the healthcare industry with an online pharmacy and a price-slashing philosophy that makes hundreds of drugs affordable–and why following your passion is not the best way to m...
Oct 05, 2022•46 min•Transcript available on Metacast Have members of your team quit quietly? Is that even a thing? And if not, why is everybody talking about it? In this episode, Bloomberg’s Sarah Green Carmichael, Mihir and Felix discuss how to make sense of current trends in the workplace. Also, Felix has a proposal what to do about online harassment. Quite possibly, it is a terrible idea. Hosted on Acast. See acast.com/privacy for more information....
Sep 28, 2022•33 min•Transcript available on Metacast Felix, Mihir, and Youngme kick off a new season of After Hours with a host of random questions, including: Are we witnessing the slow death of Facebook? Does Adam Neumann (WeWork) deserve a second chance? Is the War for Talent real? Plus, thoughts on everything from Serena, to Kim Kardashian, to House of the Dragon, and more. Hosted on Acast. See acast.com/privacy for more information....
Sep 21, 2022•54 min•Ep 1•Transcript available on Metacast Youngme joins Felix and Mihir to offer recommendations for the summer on things to read and watch, places to visit, food to eat, and lots more! Hosted on Acast. See acast.com/privacy for more information.
Jun 29, 2022•56 min•Ep 34•Transcript available on Metacast In this episode, Felix and Mihir discuss stories they will follow this summer. These include the fate of neobanks, credit conditions in the United States, a major advance in AI, as well as changes in income inequality. Plus, Mihir makes a major prediction how founders will spend their time now that the stock market has imploded. Our predictions: https://www.lapecorabianca.com/ and https://www.airalo.com/ Hosted on Acast. See acast.com/privacy for more information....
Jun 22, 2022•32 min•Ep 33•Transcript available on Metacast Felix, Mihir and Sarah discuss how to fix commuting and the legacy of Sheryl Sandberg. Hosted on Acast. See acast.com/privacy for more information.
Jun 15, 2022•38 min•Ep 32•Transcript available on Metacast In the latest episode, Felix and Mihir discuss the potential dark side of the rise of index investing and who should end up owning Spirit Airlines, JetBlue or Frontier. Hosted on Acast. See acast.com/privacy for more information.
Jun 01, 2022•36 min•Ep 31•Transcript available on Metacast