What'd You Miss This Week

Don't Expect August to Be Kind to Markets or the Labor Market

<p>This week, Mona Mahajan, U.S. investment strategist at Allianz Global Investors, joined with her outlook - discussing whether the massive outperformance from tech stocks is justified and why she is expecting August to bring more risks and volatility for markets. Tiffany Wilding, U.S. economist at PIMCO, came on to react to the jobless claims and explain why the V-shaped recovery in April and May won't last. Sonos CEO Patrick Spence joined after the company's earnings and said why he is confident of the company's supply chain shift and expects his IP case against Google will go as planned. Then Mark Urquhart, Baillie Gifford partner and fund manager for its Long-Term Global Growth Equity Fund, which has beaten 99% of its peers in three-year annual returns and is currently up 37 percent year-to-date, had a wide-ranging conversation with Caroline about his two decades of experience investing in China and whether the fund's winning formula with big bets on Netflix, Amazon and Tencent, is here to stay.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>

Every week, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Joe Weisenthal, Caroline Hyde and Romaine Bostick. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend.