After Hours

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. 

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?

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.

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

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

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)

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)

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

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)

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)