Brew Markets

AI Reshapes the C-Suite & Housing Meets the Open Road

26 Mar 2026

Contributed by Lukas

Episode 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnin...

Disney CEO’s Roller Coaster First Week & Founders Return to Shoemaker On

25 Mar 2026

Contributed by Lukas

Episode 151: Today, Ann explains why the leadership shakeup at Swiss sneaker company On Holding could signal deeper struggles and why the stock slid o...

Estée Lauder Eyes Puig Merger & Digging Into Critical Material Stocks

24 Mar 2026

Contributed by Lukas

Episode 150: Today, Ann breaks down the potential merger between Estée Lauder and Spain-based beauty company Puig – and what it could mean for cons...

Oil Dips as Market Watches Middle East & Energy and Defense with ETFs

23 Mar 2026

Contributed by Lukas

Episode 149: Today, Ann breaks down the latest developments in the Middle East and what they mean for oil prices, global supply chains, and broader ma...

How Immuneering’s Journey Highlights Biotech’s Market Complexity

20 Mar 2026

Contributed by Lukas

Episode 148: Today, Ann is joined by Ben Zeskind, PhD, Co-Founder and CEO of Immuneering. They break down the science behind cancer treatment and how ...

Activist Bites into Invisalign & LUNR Commercializing our Solar System

19 Mar 2026

Contributed by Lukas

Episode 147: Today, Ann discusses activist investor Elliott Investment Management’s new stake in Invisalign-maker Align Technology. The orthodontics...

lululemon Leadership Drama & Trump Waives 100-Year-Old Maritime Law

18 Mar 2026

Contributed by Lukas

Episode 146: Today, Ann breaks down the 100-year-old U.S. shipping law President Trump just waived and why the White House’s attempt to bring oil pr...

Sobering Times for Guinness Owner & Defying Headwinds, Airlines Take Off

17 Mar 2026

Contributed by Lukas

Episode 145: Today, Ann explains how airline travel is the latest indicator that the K shaped economy is alive and well. Despite higher jet fuel price...

The S&P 500’s Concentration Problem & Hollywood’s Risky AI Bet

16 Mar 2026

Contributed by Lukas

Episode 144: Today, Ann breaks down how one chart challenges the popular “set it and forget it” narrative around investing in the S&P 500, and why...

Inside Tracking Apps: Privacy, Permissions & Pets (Ft. Life 360 CEO)

13 Mar 2026

Contributed by Lukas

Episode 143: Today, Ann is joined by Lauren Antonoff, CEO of Life360. They break down the company’s latest earnings, its move into advertising, and ...

Costco Tariff Refund Lawsuit & Earnings: Dollar General v Ollie’s Army

12 Mar 2026

Contributed by Lukas

Episode 142: Today, Ann breaks down a new lawsuit from a Costco member over who gets to keep the money from $160 billion in tariff refunds retailers c...

The $90B E-Waste Opportunity & The Rise of Delivery Bots

11 Mar 2026

Contributed by Lukas

Episode 141: Today, Ann dives into the world of e-waste recycling and how rising demand for critical minerals - along with the price of precious metal...

YouTube’s Ad Revenue Triumph & Casey’s Earnings Pop… and Beer… and Pizza

10 Mar 2026

Contributed by Lukas

Episode 140: Ann breaks down YouTube’s record-breaking ad revenue and how the platform is now bringing in more advertising dollars than its four lar...

Robinhood Ventures Beyond Trading & Ads Infiltrate AI Chatbots

09 Mar 2026

Contributed by Lukas

Episode 139: Today, Ann takes a look at Robinhood’s newly launched venture fund and why it’s getting a lukewarm reception from investors. Then, we...

Lloyd Blankfein on Leading Goldman & Govt’s Place in Public Companies

06 Mar 2026

Contributed by Lukas

Episode 138: Today, Ann is joined by Lloyd Blankfein, former CEO and Chairman of Goldman Sachs, to discuss everything from the government’s role in ...

Tech Giants' Energy Pledge, Drone Batteries & Six Flags Stock Rides Higher

05 Mar 2026

Contributed by Lukas

Episode 137: Today, Ann unpacks the Ratepayer Protection Pledge, signed by seven major tech companies with the goal of protecting consumers from poten...

Inside South Korea’s Market Crash & Unpacking Retail Earnings

04 Mar 2026

Contributed by Lukas

Episode 136: Today, Ann explores the link between the conflict in Iran, South Korea’s market sell-off and what it could reveal about vulnerabilities...

The Market’s Hidden Divide & Target and Best Buy Lead the S&P

03 Mar 2026

Contributed by Lukas

 Episode 135: Today, Ann examines market dispersion, looking beyond the relative stability of major indexes and ETFs and diving into volatility hidde...

Markets React to Iran Conflict & Live Nation Goes to Trial

02 Mar 2026

Contributed by Lukas

Episode 134: Today, Ann previews the government’s antitrust trial of Live Nation that could result in Ticketmaster being spun out from the concert g...

Bill Gurley on Broken IPOs, Founder CEOs & Buying the AI Dip

27 Feb 2026

Contributed by Lukas

Episode 133: Today, Ann is joined by Bill Gurley, renowned venture capitalist, who offers his perspective on the market today, why fewer big tech winn...

Joby’s Flight Path to Air Taxi Approval & CLEAR’s Breakout Year

26 Feb 2026

Contributed by Lukas

Episode 132: Today, Ann reviews highlights from CLEAR’s recent earnings that sent the stock up 40% - while shining a light on the company’s CEO Ca...

Market Takeaways from the SOTU & GoDaddy Registering AI Agents

25 Feb 2026

Contributed by Lukas

Episode 131: Today, Ann zooms in on three market takeaways from President Trump’s State of the Union address, including policy around energy for AI,...

GLP-1 War Heats Up as Prices Slim Down & Powering the AI Age

24 Feb 2026

Contributed by Lukas

Episode 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list pr...

SCOTUS Rules on Trump Tariffs & Inside the Software Stock Sell-off

23 Feb 2026

Contributed by Lukas

Episode 129: Today, Ann digs into the market’s reaction to the Supreme Court striking down the Trump administration’s tariffs, what the White Hous...

Inside the Health Insurance Recovery Plan at Oscar

20 Feb 2026

Contributed by Lukas

Episode 128: Today, Ann is joined by Scott Blackley, Chief Financial Officer of Oscar Health to discuss how the company is dusting itself off after a ...

Consulting’s AI Reckoning & Driveway Delivery: Walmart v. DoorDash

19 Feb 2026

Contributed by Lukas

Episode 127: Today, Ann digs into reports that Accenture’s new AI policy monitors how its staff uses AI tools and directs promotions toward employee...

Investing in the Knicks and Rangers & Earnings: $WING $FVRR $MCO

18 Feb 2026

Contributed by Lukas

Episode 126: Ann breaks down today’s game film on Madison Square Garden Sports’ record-setting share price performance following news that the com...

Activist Investors Cruise Into Travel Stocks & Snack Shares Sink

17 Feb 2026

Contributed by Lukas

Episode 125: Today, Ann looks at two travel-related companies that are facing a growing stake from activist investors - one taking advantage of Norweg...

Investing in the Time of Swipe Fatigue & The Vatican’s Divine Dividends

13 Feb 2026

Contributed by Lukas

Episode 124: Today, Ann is joined by the CFO at Match Group, Steve Bailey, to discuss how the company behind Hinge, Tinder and dozens of other dating ...

Meta’s Financial Engineering & Robinhood: Broker or Bookie?

12 Feb 2026

Contributed by Lukas

Episode 123: Today, Ann digs into Meta’s SEC filings and financial engineering that’s kept a $27 billion data-center project off its balance sheet...

Kraft Heinz Presses Pause on Split & Unity Hits Reset on Advertising

11 Feb 2026

Contributed by Lukas

Episode 122: Today, Ann explores why - just 6 weeks into his position - Kraft Heinz CEO Steve Cahillane puts a pause on the company’s proposed split...

Spotify Pops on Earnings Beat & Inside the "Software-mageddon" Sell-off

10 Feb 2026

Contributed by Lukas

Episode 121: Today, Ann discusses Spotify’s latest earnings report and why the streaming giant impressed investors besting expectations with a huge ...

Just Another Manic $MNDY & DraftKings and FanDuel’s Prediction Bet

09 Feb 2026

Contributed by Lukas

Episode 120: Today, Ann explores what’s happening at Monday.com that caused its stock to drop 20% today - even on the back of a slight earnings beat...

Inside Dollar Valuation and Global Currencies & Value of Olympic Metals

06 Feb 2026

Contributed by Lukas

Episode 119: Today, Ann sits down with Kathy Lien, the Managing Director of FX Strategy at BK Asset Management.  With the U.S. dollar recently sinkin...

Inside PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet

05 Feb 2026

Contributed by Lukas

Episode 118: Today, Ann digs into e.l.f. Beauty’s earnings to gauge the impact of Hailey Bieber’s Rhode, a year after e.l.f. bought the celebrity ...

AI Hammers Software Stocks & Uber’s Earnings Don’t Deliver

04 Feb 2026

Contributed by Lukas

Episode 118: Today, Ann explores how AI innovations - like Anthropic’s roll-out of new Claude tools - is disrupting once-reliable software cash flow...

Can Musk Helm Two Public Companies? & A Wave of New CEOs Take Charge

03 Feb 2026

Contributed by Lukas

Episode 116: Today, Ann explores the possibility of Elon Musk helming two public companies at once with the announced tie-up and IPO of SpaceX and xAI...

Disney’s Profits Contract & SoFi Adds A Million Members

02 Feb 2026

Contributed by Lukas

Episode 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by expe...

The 2026 IPO Pipeline with Nasdaq’s Vice Chairman Bob McCooey

30 Jan 2026

Contributed by Lukas

Episode 114: Today, Ann is at the Nasdaq in Times Square for a conversation with the exchange’s Vice Chairman Bob McCooey about the outlook for IPOs...

A Robust Starbucks Investor Day & Defense Earnings Roundup

29 Jan 2026

Contributed by Lukas

Episode 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is posit...

Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles

28 Jan 2026

Contributed by Lukas

Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the Ameri...

Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition

27 Jan 2026

Contributed by Lukas

Episode 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also...

Capital One Going Fintech with Brex & Inside Intel’s Supply Issues

26 Jan 2026

Contributed by Lukas

Episode 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak va...

Small-Cap Stocks Are Having A Run: What to Know

23 Jan 2026

Contributed by Lukas

Episode 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears.  After a year dominated by me...

Discounts to Insure Self-Driving Cars + P&G's Premium Diaper

22 Jan 2026

Contributed by Lukas

Episode 108: Today, Ann looks at a new partnership between insurer Lemonade and Tesla that uses driving data to cut rates for Full Self Driving cars -...

Berkshire May Exit Kraft Heinz Debacle & Netflix Shares Hit 52-Week Low

21 Jan 2026

Contributed by Lukas

Episode 107: Today, Ann surveys Berkshire Hathaway’s expected retreat from Kraft Heinz - a decade on and after billions in losses in the ill-fated f...

Greenland Hits the Markets & International Intrigue at Korea’s Coupang

20 Jan 2026

Contributed by Lukas

Episode 106: Today, ahead of President Trump’s appearance in Davos, Ann examines the latest in the White House bid for Greenland, what’s at stake ...

Drilling Down on Global Energy & AI’s Nuclear Ambition vs Risk

16 Jan 2026

Contributed by Lukas

Episode 105:  Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector...

The Founder Effect & Bank Earnings Aren't Boring!

15 Jan 2026

Contributed by Lukas

Episode 104: Today, Ann surveys new revealing research - nearly all of the stock market’s gains over the last century came from a tiny handful of co...

Congressional Insider Trading & Saks’ Luxury Goes Bankrupt

14 Jan 2026

Contributed by Lukas

Episode 103: Today, Ann reviews Congress’s fresh attempt to self-regulate their personal stock trading - will the newly proposed legislation actuall...

Healthcare Teaming with Tech & Grocery Wars: Amazon v Walmart

13 Jan 2026

Contributed by Lukas

Episode 102: Today, Ann surveys Eli Lilly’s new billion-dollar partnership with NVIDIA to create a “co-innovation lab”, plus the latest obesity-...

Markets Shrug at Fed Investigation & Paramount Launches Proxy War

12 Jan 2026

Contributed by Lukas

Episode 101: Today, Ann analyzes the markets reaction to the Justice Department’s criminal investigation of Fed Chair Jerome Powell - and why invest...

Ring Doorbell Founder on Home Security Tech & The Value of 100 Episodes

09 Jan 2026

Contributed by Lukas

Episode 100: Today, Ann welcomes Jamie Siminoff, the Founder and Chief Inventor of Ring Doorbell and VP of Product at Amazon, to discuss the roller co...

The Apple Card Breakup & Beer: Don’t Call it a Comeback

08 Jan 2026

Contributed by Lukas

Episode 99: Today, Ann examines Apple’s credit card partnership moving from Goldman Sachs to JPMorgan and what the shift shift says about how differ...

Discord Enters Hot IPO Pipeline & Egg Prices Fell - Remain CALM

07 Jan 2026

Contributed by Lukas

Episode 98: Today, Ann looks at the pipeline of 2026 IPOs - already featuring SpaceX and now Discord - and what it tells us about investors’ dash fo...

NVIDIA’S CES Unveils & Uniqlo Expands In the U.S.

06 Jan 2026

Contributed by Lukas

Episode 97: Today, Ann surveys NVIDIA’s big CES unveils: including faster, COOLER AI chips and a doubling down on self-driving cars. Then we look i...

The Venezuela Trade & Rocket Lab’s Sky-High Valuation

05 Jan 2026

Contributed by Lukas

Episode 96: Today, Ann reviews the market movement in the wake of the weekend’s extraordinary actions in Venezuela - what might it mean long-term fo...

Michael Lewis: Revisiting Insights from “The Big Short”

02 Jan 2026

Contributed by Lukas

Episode 95: Today, Ann revisits her October conversation with author Michael Lewis.  They reflect on 15 years of “The Big Short” - how the 2008 f...

Alexis Ohanian: Revisiting the Return of Trust and Fun to the Web

31 Dec 2025

Contributed by Lukas

Episode 94: Today, Ann revisits her November conversation with the co-founder of Reddit, Alexis Ohanian.  He explains why the internet needs to feel ...

Andrew Ross Sorkin: Revisiting Lessons From the 1929 Market Crash

30 Dec 2025

Contributed by Lukas

Episode 93: Today, Ann revisits her October conversation with CNBC’s SquawkBox anchor and New York Times bestselling author, Andrew Ross Sorkin.  T...

Danielle DiMartino Booth: Revisiting an Inside Look at the Fed

29 Dec 2025

Contributed by Lukas

Episode 92: Today, Ann revisits her October conversation with economist and Fed insider Danielle DiMartino Booth.  With a dearth of data during the g...

Prof. Karim Lakhani: Revisiting the Corporate Challenge of Adopting AI

26 Dec 2025

Contributed by Lukas

Episode 91: Today, Ann revisits her October conversation with Professor Karim Lakhani of Harvard Business School.  With $1.5 trillion spent worldwide...

Bitcoin’s Historic Year Winds Down & FDA Weighs in on GLP-1 Pill

23 Dec 2025

Contributed by Lukas

Episode 90: Today, Ann reviews why this is the year that crypto went mainstream: including a shift in regulations and the entrance of Wall Street firm...

Here Comes the Santa Claus Rally? & The Year in Brand Backlash

22 Dec 2025

Contributed by Lukas

Episode 89: Today, Ann explains the history and lore behind the “Santa Claus Rally”... what is it and will we get one this year?  Then, 2025 bro...

“Boring Businesses” that Build Wealth w/ Codie Sanchez & RTR Soars

19 Dec 2025

Contributed by Lukas

Episode 88: Today, Ann welcomes Codie Sanchez, founder & CEO of Contrarian Thinking, a platform designed to empower workers to move from employees to ...

Activist Fit-Checks Lululemon & Longhorn’s Earnings Are Well Done

18 Dec 2025

Contributed by Lukas

Episode 87: Today, Ann checks out Lululemon and the activist investor taking a billion dollar stake in the company with the goal of getting the athlei...

Warner Bros Has Words With Paramount & Turning Losses into Tax Advantages

17 Dec 2025

Contributed by Lukas

Episode 86: Today, Ann analyzes Warner Bro’s scathing letter to shareholders - the board doesn’t mince words about why it rejected an offer from P...

Inside Today’s Delayed Jobs Data & The Agility Advantage of the Retail Investor

16 Dec 2025

Contributed by Lukas

Episode 85: Today, Ann sits down with Howard Lindzon - to discuss his 2026 outlook: from small-cap momentum to the psychology driving today’s bull m...

Roomba Hits the Dustbin & Will Spinning Off Cable Nets Reignite Comcast?

15 Dec 2025

Contributed by Lukas

Episode 84: Today, Ann looks at Roomba-maker iRobot’s decline and recent filing for bankruptcy and what it says about the health of public companies...

The Right Stuff: Build-A-Bear’s CEO & Lululemons Rebirth of Cool

12 Dec 2025

Contributed by Lukas

Episode 83: Today, Ann examines the challenges of turning around a public company with Build-A-Bear’s President and CEO Sharon Price John. They dis...

Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap

11 Dec 2025

Contributed by Lukas

Episode 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora…...

A Divided and Data-Blind Fed Decision & Walmart’s 3D-Printed Store

10 Dec 2025

Contributed by Lukas

Episode 81: Today, Ann examines the Fed’s data-blind decision to cut rates by a quarter percent - was it just a gift to the market and what might it...

NVIDIA’s Kickback: Don’t Call it an Export Tax & AutoZone’s Muffled Earnings

09 Dec 2025

Contributed by Lukas

Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t c...

Paramount Gets Hostile Over Netflix-WBD Deal & Ulta: Beauty's Beast is Back

08 Dec 2025

Contributed by Lukas

Episode 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed ...

Trust Issues: Wikipedia’s Founder on Big Tech, Social Media and AI & Are Malls Back?

05 Dec 2025

Contributed by Lukas

Episode 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to ...

Meta’s Virtual Reality Check & Kroger Shelves Its Automation Push

04 Dec 2025

Contributed by Lukas

Episode 77: Today, Ann examines Meta’s decision to slash the budget for its lagging metaverse operations and applauds the difficult move that’s ri...

Automakers Hit the Brakes on EV & Can Macy’s Be Luxurious Again?

03 Dec 2025

Contributed by Lukas

Episode 76: With news coming out of the White House this afternoon that auto fuel standards will be rolled back, Ann reviews which auto companies have...

Lab Grown Diamonds for Christmas & Costco Joins Tariff Lawsuits

02 Dec 2025

Contributed by Lukas

Episode 75: Today, Ann explores why the Omnicom-IPG merger, which created the world’s largest advertising company and is expected to generate more t...

Demystifying the Housing Market & Disney’s Boffo Box Office

01 Dec 2025

Contributed by Lukas

Episode 74: Today,  Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and...

Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks

26 Nov 2025

Contributed by Lukas

Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, r...

NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich

25 Nov 2025

Contributed by Lukas

Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competitio...

Eli Lilly Joins an Exclusive Club & Does Netflix Really Want Warner Bros?

24 Nov 2025

Contributed by Lukas

Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and histo...

Hungry for Data at Kellanova & Bath and Bodyworks Circles the Drain

21 Nov 2025

Contributed by Lukas

Episode 70: Ann welcomes Charisse Hughes, the Chief Growth Officer of Kellanova (think Pringles and Special K) to explore how the company is using adv...

Does Walmart Fancy Itself A Tech Company? & Nvidia Fails to Assuage Fears

20 Nov 2025

Contributed by Lukas

Episode 69: Today, Ann reviews Abbott Labs’ purchase of Cologuard maker Exact Sciences and what it could mean for the future of precision oncology. ...

Inside Adobe’s AI Identity Crisis & Target Misses the Mark

19 Nov 2025

Contributed by Lukas

Episode 68: Today, Ann looks at Adobe’s struggle with lack of innovation and why she found today’s announcement that the company is buying Semrush...

Travel’s ‘Frictionless Future’ with CLEAR’s CEO & Home Depot Weathers Few Storms

18 Nov 2025

Contributed by Lukas

Episode 67: Today, Ann takes a look at CLEAR, the identity security company whose service you may use to cut those airport lines.  Ann sits down with...

Which Companies Are Chattiest about AI & Sinclair Takes a Stake in Scripps

17 Nov 2025

Contributed by Lukas

Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, ...

Will Walmart’s CEO Exit On Top? & StubHub Snubbed On No Guidance

14 Nov 2025

Contributed by Lukas

Episode 65: Welcome to Brew Markets. Today, Ann looks at the 12-year tenure of Walmart’s CEO after today’s announcement that he’s stepping down....

Prediction Markets Enter the Octagon & Disney Experiences a Drop

13 Nov 2025

Contributed by Lukas

Episode 64: Today, Ann explores the new partnership between TKO - the boxing and ultimate fighting heavyweight - and prediction market leader, Polymar...

Is Beyond Meat Beyond Hope? & The Sneaker Race is ‘On’ with Nike and HOKA

12 Nov 2025

Contributed by Lukas

Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal ...

Visa, Mastercard, and the Price of a Swipe & Instacart Delivering Tech

11 Nov 2025

Contributed by Lukas

Episode 62: Today, Ann examines the evolution of Instacart - from marketplace to software-as-a-service - and where the new CEO wants to go next.  The...

D-Wave's Qubits Bet & WOOF FUN: The Story of Ticker Symbols

10 Nov 2025

Contributed by Lukas

Episode 61: Today, Ann reviews the progress made toward re-opening the government and the markets’ strong reaction.  Then, we take a look at quarte...

Alexis Ohanian on Bringing Life Back to the Web & The Future of Women’s Sports

07 Nov 2025

Contributed by Lukas

Episode 60: Ann sits down with the co-founder of Reddit, Alexis Ohanian, who explains why the internet needs to feel human again and how he’s partne...

Will Investors Bet on Robinhood? & Duolingo’s Learning Patience

06 Nov 2025

Contributed by Lukas

Episode 59: Today, Ann examines why Robinhood’s stock is down today despite posting blockbuster revenue - will the trading platform lean into predic...

McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS

05 Nov 2025

Contributed by Lukas

Episode 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they lik...

Pizza Hut For Sale & Betting Against AI: Big Short or “Bat S**t”?

04 Nov 2025

Contributed by Lukas

Episode 57: Today, Ann examines why famed hedge fund investor, Michael Burry is betting against Palantir & NVIDIA and which CEO called him crazy for s...

Can Amazon Deliver on Grocery & Novo Nordisk and Pfizer’s Drug War

03 Nov 2025

Contributed by Lukas

Episode 56: Today, Ann breaks down Kimberly-Clark’s purchase of Tylenol maker Kenvue  - with the drug in the political spotlight, who stands to win...

Love in the Age of AI with ex-CEO of Tinder, Faye Iosotaluno

31 Oct 2025

Contributed by Lukas

Episode 55: Ann sits down with Tinder’s former CEO Faye Iosotaluno for an exclusive conversation on how Gen Z is reshaping modern dating. They explo...

Inside Meta’s Mega Stock Drop & Is Chipotle Losing Its Spice?

30 Oct 2025

Contributed by Lukas

Episode 54: Ann explores why after a mega CaPex AI spending spree, Meta shareholders may by saying: show me the money - and what the company plans for...

Fed Rate Reaction & Will A Bespoke Shakeup Help Etsy?

29 Oct 2025

Contributed by Lukas

Episode 53: Today, Ann examines the Fed’s vote to cut interest rates and if there may be one more this year. Then we do a roundup of earnings report...