Podcast Episodes
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Jamie Dimon’s Revealing Annual Letter & Protein’s Boom, PowerBar’s Slump
Episode 158: Today, Ann unpacks JPMorgan CEO Jamie Dimon’s annual letter that spans private credit, AI and foreign policy… and what it might signal a…
6 months ago
Nike Hits the Wall & Can Shareholders Block Mergers?
Episode 157: Today, Ann answers a question from the audience, surveying the rare cases where shareholders strike down a board-recommended merger. The…
6 months, 1 week ago
Tilray Grows Beyond Cannabis & Iran Threatens U.S. Tech Giants
Episode 156: Today, Ann explores escalating tensions in the Middle East, after Iran’s Revolutionary Guard threatens major U.S. companies, including M…
6 months, 1 week ago
The Walmart Recession Indicator & McCormick-Unilever's $65B Spicy Deal
Episode 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the c…
6 months, 1 week ago
Alcohol Industry Mega Merger & Food Giant Sysco’s $29B Acquisition
Episode 154: Today, Ann breaks down the potential mega-merger between beverage companies Pernod Ricard and Brown-Forman – and how it could mix Absolu…
6 months, 1 week ago
Inside Tesla’s Growth Engine with Former President Jon McNeill
Episode 153: Today, Ann is joined by Jon McNeill, former President of Tesla and Co-Founder and CEO of DVx Ventures, for a spirited conversation with …
6 months, 1 week ago
AI Disrupts the C-Suite & Housing Meets the Open Road
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 earni…
6 months, 1 week ago
Disney CEO’s Roller Coaster First Week & Founders Return to Shoemaker On
Episode 151: Today, Ann explains why the leadership shakeup at Swiss sneaker company On Holding could signal deeper struggles and why the stock slid …
6 months, 2 weeks ago
Estée Lauder Eyes Puig Merger & Digging Into Critical Material Stocks
Episode 150: Today, Ann breaks down the potential merger between Estée Lauder and Spain-based beauty company Puig – and what it could mean for consum…
6 months, 2 weeks ago
Oil Dips as Market Watches Middle East & Energy and Defense with ETFs
Episode 149
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 m…
6 months, 2 weeks ago