Podcast Episodes
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Consulting’s AI Reckoning & Driveway Delivery: Walmart v. DoorDash
Episode 127: Today, Ann digs into reports that Accenture’s new AI policy monitors how its staff uses AI tools and directs promotions toward employees…
7 months, 2 weeks ago
Investing in the Knicks and Rangers & Earnings: $WING $FVRR $MCO
Episode 126: Ann breaks down today’s game film on Madison Square Garden Sports’ record-setting share price performance following news that the compan…
7 months, 3 weeks ago
Activist Investors Cruise Into Travel Stocks & Snack Shares Sink
Episode 125: Today, Ann looks at two travel-related companies that are facing a growing stake from activist investors - one taking advantage of Norwe…
7 months, 3 weeks ago
Investing in the Time of Swipe Fatigue & The Vatican’s Divine Dividends
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…
7 months, 3 weeks ago
Meta’s Financial Engineering & Robinhood: Broker or Bookie?
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 - …
7 months, 3 weeks ago
Kraft Heinz Presses Pause on Split & Unity Hits Reset on Advertising
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 …
7 months, 4 weeks ago
Spotify Pops on Earnings Beat & Inside the "Software-mageddon" Sell-off
Episode 121: Today, Ann discusses Spotify’s latest earnings report and why the streaming giant impressed investors besting expectations with a huge j…
7 months, 4 weeks ago
Just Another Manic $MNDY & DraftKings and FanDuel’s Prediction Bet
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 …
8 months ago
Understanding Dollar Valuation and Global Currencies & Olympic Metals
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…
8 months ago
PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet
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 bra…
8 months ago