Leading Indicator

Kyle Bass, Chief Investment Officer at Hayman Capital Management, discusses the implications of tariffs as an economic policy tool, the current inflationary environment, and the risks associated with investing in China. He emphasizes the importance of national security in economic decisions and the potential for geopolitical uncertainty to influence U.S. investments. Bass also addresses the econom...

Economist Justin Wolfers warns tariffs won't bring jobs back to the U.S. and will hurt the working class. Plus, Wolfers argues GDP is a flawed way to communicate the health of the economy, and explains why he thinks Trump's and Vice President Harris's tax policy proposals are direct mirrors of each other. The content of the video is for general and informational purposes only. All views presented...

Anantha Kancherla, Vice President of Advanced Driving Assistance, breaks down the company's Super Cruise technology and the path toward scaling autonomous vehicles. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly tr...

Daryl Fairweather, Chief Economist at Redfin, discusses the current state of inflation and its impact on housing affordability, the effects of climate change on housing perspectives, and the challenges posed by insurance companies in the real estate market. She also explores the rental market's stability, the economic trade-offs between renting and homeownership, and the differing housing policies...

Dave Stephenson, Chief Business Officer at Airbnb, breaks down the platform's new Co-Hosting Network, helping hosts find a partner to manage their property. Stephenson explains the benefits of co-hosting, alleviating property owners from dealing with the hassles of a time-consuming rental business. Stephenson also breaks down economic trends and other updates from Airbnb's 2024 Winter Release. The...

Kyla Scanlon and Callie Cox discuss why interest rate cuts might not rescue the housing market. They discuss the imbalance between supply and demand, the impact of high mortgage rates, and the role of government intervention and Federal Reserve policies. The conversation also touches on the shifting perceptions of the American dream, particularly among millennials, and the growing interest in alte...

Eric Allison, Chief Product Officer at Joby Aviation, breaks down the company's path toward bringing air taxis to traffic-congested cities. Allison provides insight into Joby's eVTOL (electric vertical take-off and landing) aircraft, how self-driving cars could increase traffic congestion, and how Toyota's $500M investment can help Joby scale production. The content of the video is for general and...

Gunjan Banerji, Markets Reporter at The Wall Street Journal, joins to discuss why investors are getting more and more bullish, the unexpected trend of money markets maintaining their allure, and why assets like gold are hinting there is underlying anxiety in the market. Hosted by J.D. Durkin. The content of the video is for general and informational purposes only. All views presented in this show...

Ali Kashani, CEO of Serve Robotics ($SERV), discusses how the company's fleet of self-driving robots is transforming the economics of the food delivery business. The Uber and Nvidia-backed company, which spun out of Postmates in 2021, handles several hundred restaurants via the Uber Eats and 7-Eleven platform in LA and recently struck a partnership with Shake Shack. Hosted by Ann Berry. The co...

Farzad Mesbahi, former Tesla insider, breaks down expectations for Tesla’s upcoming Robotaxi unveiling in October. Mesbahi also explains why Elon Musk has inserted himself into the 2024 presidential election, pointing to flaws and efficiencies within the U.S. federal government. The content of the video is for general and informational purposes only. All views presented in this show reflect the op...

Congressman Ro Khanna joins Leading Indicator to discuss the economic policies proposed by presidential candidates, the importance of the U.S. embracing pro-crypto legislation, and the risk of the Federal Reserve moving "too slow" to cut rates. Hosted by J.D. Durkin. The content of the video is for general and informational purposes only. All views presented in this show reflect the opin...

Andy Challenger, SVP at Challenger, Gray, & Christmas, speaks with Kyla Scanlon about the recent surge in job cuts and slowdown in hiring plans, indicating a deteriorating labor market. A new report from Challenger found that U.S.-based employers announced 75,891 cuts in August, a 193% increase from the 25,885 cuts announced one month prior. Challenger explains why recent hiring and job cut tr...

Kyla Scanlon speaks with Jason Furman, a Harvard economist who spent 8 years as President Obama's top economic advisor. Furman argues in favor of the largely unpopular proposal for taxing unrealized gains, explains how tariffs could "shrink" the economy, explains immigration's role in the labor market, and more. The content of the video is for general and informational purposes o...

Daniel Schreiber, CEO of Lemonade, breaks down why climate change and heavy inflation have lead to higher insurance rates throughout the industry. Schreiber also explains how AI and technology separate Lemonade from the rest of the pack, through quick claims payments, efficient policy shopping experiences, and more. The content of the video is for general and informational purposes only. All views...

Kyla Scanlon interviews former Obama economic advisor Robert Wolf about the economic messaging of Vice President Harris and former President Trump. Wolf, who is currently CEO of 32Advisors and is a former CEO of UBS Americas, says Harris is focusing on "four quadrants" to help more Americans achieve the American dream: home ownership, food prices, healthcare, and childcare. Wolf discusse...

Ben Van Leeuwen, Founder of the popular ice cream company that bears his name, breaks down his vision for further expansion into the world of dairy treats. Van Leeuwen talks about his favorite brand collaborations of the Summer, including partnerships with Sabrina Carpenter, Liquid Death, and more. The Van Leeuwen founder also explains his new store concept, which allows customers to test new flav...

Marc Lore, CEO of Wonder, breaks down how he plans to disrupt the food delivery space, through partnerships with brands like Bobby Flay and Di Fara Pizza, and an in-house delivery system. Lore also delves into Wonder's future expansion strategy, including grocery delivery, meal kits, dining reservations, and more. (Recorded August 15, 2024) The content of the video is for general and informati...

Richard Gelfond, CEO of IMAX, breaks down recent box office success with releases like Inside Out 2 and Deadpool 3 surpassing the $1 billion mark. Beyond blockbuster releases, Gelfond points to future opportunities for event-driven experiences after hosting successful screenings for sports events, the Olympics, and Taylor Swift's Eras Tour. (Recorded August 13, 2024) The content of the video i...

Life360, a platform for family and location tracking services know for its Tile tracking device, just reported its first-ever earnings report. CEO Chris Hulls breaks down the results, explains growth catalysts such as advertising and elder care, details how their product differs from Apple's tracking services, and more. Hosted by J.D. Durkin. (Recorded August 9, 2024) The content of the video...

Andrew Dudum, CEO of Hims & Hers, joined Leading Indicator to break down the company's latest earnings report, the rising demand for its compounded obesity drug, the recent $31 million acquisition of a compounding pharmacy, and the rapidly growing business for women's healthcare. Hosted by Hope King, Senior Business Reporter at Axios. (Recorded August 6, 2024) The content of the video...

Max Levchin, CEO of Affirm, explains why the company's safety measures make 'buy now, pay later' superior to credit cards. Levchin also breaks down why he believes the new credit rules enacted by the Consumer Financial Protection Bureau are a good thing for the industry. The content of the video is for general and informational purposes only. All views presented in this show reflect th...

Trung Phan, Writer of the SatPost Substack, breaks down why digital mobile orders at Starbucks are pushing the company to focus on speed and convenience. Phan explains that Starbucks' new strategy is causing coffee quality to drop, raising a question about the firm's ability to charge premium prices. The content of the video is for general and informational purposes only. All views present...

Josh Brown, Co-Founder and CEO of Ritholtz Wealth Management, says investors should be vigilant about the possibility of Nvidia’s top customers, like Meta and Microsoft, starting to pull back on chip spending. Brown also says Fed meetings and speeches have become a ‘circus’ and the media needs to stop treating interest rate decisions like it is ‘life or death.’ “I wish everyone would just stfu alr...

Is protein Sweetgreen’s missing ingredient for profitability?  Sweetgreen CEO Jonathan Neman joins Leading Indicator to discuss: Impact of steak launch and protein plates on sales Infinite Kitchen expansion plans & automation’s role in the restaurant Pricing edge vs. fast-food chains like $MCD Hosted by Hope King, Axios' Senior Business Reporter. The content of the video is for general and...

Nag Murty, CEO of Electric Sheep, explains the company’s path toward manufacturing autonomous lawnmowers and using them to disrupt the more than $100 billion landscaping industry. Murty explains the AI behind Electric Sheep’s autonomous fleet, how autonomous robots can solve the employee shortage issue, and what the company sees for the future of a robotics workforce. The content of the video is f...