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This Week in Business
Latest business topics & insights from the Wharton School
Latest episode
Zeke Emanuel on Medicare Payment and Innovation Reform
12:47|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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The Economic Cost of Conflict with Iran
10:17|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.
The Decline of the Cover Letter in the AI Era
11:36|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.
From Hype to Impact: AI Reshapes Enterprise Software
13:13|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.
Fed Leadership, Rate Cuts, and Geopolitical Risks Ahead
10:39|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.
Understanding Crypto Sentiment and Market Signals
11:33|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.
How Geopolitics Is Hitting Local Gas Stations
12:36|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.