Episodios

  • Where do directors go when their company goes bankrupt?
    Dec 9 2021

    9 is the number this week! Nine is the number of directors on the board of Six Flags when it went bankrupt in 2009. If you ever wondered what happens to a few chums take over a board for a company with a business they know nothing about and it fails, don't worry - they fail up. How Dan Snyder, Mark Shapiro, Dwight Shar, and even Harvey Weinstein are a cautionary tale of groupthink and chummy boards!

    Más Menos
    14 m
  • Should ESG ratings agree with each other?
    Dec 1 2021

    No! The number of the week: 36! That's the number of sell side analysts covering Tesla, with basically all of them disagreeing. Why do we hold ESG ratings to a different standard than sell side analyst recommendations? It's pretty simple: because we're obsessed with what we know (and terrified of what we don't).

    Más Menos
    8 m
  • Is crypto the weapon that could end root causes of poverty?
    Nov 24 2021

    15,000! people pooled crypto into ConstitutionDAO in an effort to win a first-edition copy of the Constitution auctioned at Sotheby’s last week! While the headlines talked about using crypto to buy the Constitution and the drama of the bidding war, the real story to Ari the Data Queen was the bizarre nature of “crypto coops” and the power of smart contracts! Can we solve poverty with blockchain IDs, smart property rights, and smart trade?

    Más Menos
    12 m
  • What ESG investor is OK with companies that ignore them and offer limited voting rights?
    Nov 17 2021

    The number of the week: 13%! That's the percentage of assets at US funds with ESG policies that are devoted to dual class or limited voting rights companies! Investors, even the ESG ones, are proving more and more that chasing the growth is worth trading their voting rights to capture - and at the dawn of the metaverse, it might mean an entirely new universe off the engagement table...

    Más Menos
    10 m
  • When can an employer tell you what to do with your health? (the Kyrie Irving / Aaron Rodgers listener special)
    Nov 10 2021

    This week's number: 49%! That's the share of the US population receiving health insurance through employer-sponsored plans! This question came from a listener as Kyrie Irving, the NBA star, sits on the sidelines protesting vaccine mandates - when can employers tell you what to do with your health? Or, as Aaron Rodgers, the critical thinker, might put it - does capitalism win the in battle of body autonomy? And why aren't their flu vaccine mandates? All through the eyes of one of the worst COVID offenders: Tyson Foods.

    Más Menos
    13 m
  • Does diversity hurt stock performance?
    Nov 3 2021

    72% is the number of the week! 72% is the number of white men on BlackRock's active fund portfolio management team. SEC Commissioner Hester Peirce thinks Nasdaq's new diversity rule is bad for shareholders on the back of Harvard professor Jessie Fried's paper. And maybe they're right - for the wrong reasons. A case study in diversity of the people who pick stock prices: portfolio managers at BlackRock.

    Más Menos
    12 m
  • Who's responsible for global aviation emissions?
    Oct 26 2021

    The number: 1%! 1% of the global population is responsible for HALF of all aviation emissions - the "super emitters" who fly business class! If you're wondering which flight you should take to avoid being a super emitter, Ari has your answers.

    Más Menos
    14 m
  • Is a CEO paid 231 times their employees a lot, or is that like the Jaylen Brown of CEO pay?
    Oct 20 2021

    231! That's the average CEO pay ratio for S&P 500 companies in 2020! With proxy season is over, it's time to celebrate the CEO pay ratio! Turns out, even after a pandemic, that number stayed pretty high, and worse - you'll never guess who got paid like Steph Curry, the superstar NBA player, in 2020... featuring such greats as Aptiv's CEO Kevin Clark and Hilton CEO Chris Nassetta!

    Más Menos
    15 m