In this episode, Felix, Mihir and Semafor’s Liz Hoffman debate the backlash against woke CEOs. Did America’s corporate leaders go too far when they embraced broad social and political goals? Does corporate activism ultimately undermine political action?
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?
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.
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?
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.
Mihir and Felix are joined by Rawi to talk about the far-reaching consequences of the current turmoil in energy markets.