Felix and Mihir are joined by friends to discuss their stories to watch this summer, including the bust up of Sequoia, pricing, Gen AI, sports stories, the FTC and PBMs, Amazon in healthcare, and the future of theatres, travel, unions, brand activism, energy tax credits, interest rates and the war in Ukraine.
Felix and Mihir are joined by Christina Wallace to discuss the meaning of a portfolio life and why U.S. workers are happier than ever but less productive.
Felix, Mihir and their colleague Kristin Mugford debate the merits of using bankruptcy to shield companies from consumer lawsuits. Should we allow companies to bundle lawsuits, place them in a designated subsidiary with few assets and let that subsidiary go bankrupt? Might this actually be better for consumers who claim to have been hurt by defective products? Doesn’t everyone deserve their day in court? Plus, what is happening to prices of luxury goods? Are we looking at the next bubble?
Felix, Mihir and Jill Avery consider the merits of personal branding and how to think about the value of a brand. Why do people want to consider their personal brand? And, why do we still struggle to understand the value of brands given all the data we swim in?
In this week’s episode, Felix, Mihir and Bloomberg’s Sarah Green Carmichael discuss the writers’ strike in Hollywood. Why do we suddenly see a strike during “the golden era of television” and amidst intensifying streaming wars? What are the thorniest issues? How do they speak to challenges for knowledge workers more generally? Plus, why you should love meetings. (We are not kidding!)
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy.