Épisodes

  • Zeke Emanuel on Medicare Payment and Innovation Reform

    Zeke Emanuel on Medicare Payment and Innovation Reform
    Mar 13 2026
    Zeke Emanuel, Vice Provost for Global Initiatives at the Wharton School, joins the show to discuss recent reforms at the Centers for Medicare and Medicaid Services. The conversation covers site-neutral payments, strengthening primary care compensation, innovation models, and efforts to address waste and Medicare Advantage risk adjustment. They also examine the broader fiscal and policy implications for the $1.7 trillion agency.

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    13 min
  • The Economic Cost of Conflict with Iran

    The Economic Cost of Conflict with Iran
    Mar 11 2026
    Kent Smetters, Faculty Director of the Penn Wharton Budget Model and Professor of Business Economics and Public Policy at the Wharton School, breaks down the projected budgetary costs of conflict with Iran, estimates potential GDP losses driven by higher oil prices, and explains how supply shocks could influence inflation and Federal Reserve decision-making.

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    10 min
  • The Decline of the Cover Letter in the AI Era

    The Decline of the Cover Letter in the AI Era
    Mar 6 2026
    Judd Kessler, Professor of Business Economics and Public Policy at the Wharton School and author of Lucky by Design, explains how artificial intelligence is eroding the signaling power of cover letters and elevating the importance of recommendations, networking, and real-world connections in the labor market.

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    12 min
  • From Hype to Impact: AI Reshapes Enterprise Software

    From Hype to Impact: AI Reshapes Enterprise Software
    Mar 4 2026

    Stefano Puntoni, Marketing Professor at the Wharton School and Co-Director of the Wharton Human-AI Research Program, explains how artificial intelligence is pressuring SaaS margins, lowering barriers to entry, reshaping pricing models, and marking a potential inflection point for enterprise software markets.


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    13 min
  • Fed Leadership, Rate Cuts, and Geopolitical Risks Ahead

    Fed Leadership, Rate Cuts, and Geopolitical Risks Ahead
    Feb 27 2026
    Jeremy Siegel, Professor Emeritus of Finance at the Wharton School and Senior Economist at Wisdom Tree, analyzes the Supreme Court’s ruling on tariffs, the market’s resilience amid policy uncertainty, the potential impact of Kevin Warsh as Fed chair, and how geopolitical tensions with Iran could influence interest rates and economic growth.

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    11 min
  • Understanding Crypto Sentiment and Market Signals

    Understanding Crypto Sentiment and Market Signals
    Feb 25 2026
    Dave Reibstein, Professor of Marketing at the Wharton School, explains how the school’s Cryptocurrency Confidence Index tracks U.S. consumer sentiment, explores links between confidence and price volatility, and examines the role of regulation and public perception in shaping the future of digital assets.

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    12 min
  • How Geopolitics Is Hitting Local Gas Stations

    How Geopolitics Is Hitting Local Gas Stations
    Feb 20 2026
    Serguei Netessine, Wharton Professor of Operations, Information and Decisions, discusses how U.S. sanctions on Lukoil are disrupting franchise agreements, banking relationships, and customer perceptions for locally operated gas stations in New York, New Jersey, and Pennsylvania.

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    13 min
  • Why Hiring Has Slowed Without Mass Layoffs

    Why Hiring Has Slowed Without Mass Layoffs
    Feb 18 2026

    Peter Cappelli, Professor of Management and Director of the Center for Human Resources at The Wharton School, examines the cooling in white-collar job openings, the impact of investor-driven cost cutting, the concept of “AI washing,” and why economic uncertainty is keeping companies cautious about expanding their workforce.


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    12 min