Podcast Episodes
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A “Phenomenal” Earnings Season & The IPO Hype Trap
Episode 189: Today, Ann is joined by Mona Mahajan, Head of Investment Strategy at Edward Jones, to discuss why this earnings season has been "absolut…
4 weeks, 2 days ago
Lululemon’s Founder Battle & Powering Data Center Alley
Episode 188: Today, Ann brings you the latest in the Lululemon saga, as the athleisure giant issues its first major public response in its ongoing ba…
1 month ago
The Battle to Own Travel and Experiences
Episode 187: Soaring fuel prices, geopolitical tensions and airline disruptions are putting pressure on the travel industry. Consumers still want to…
1 month ago
Telecom Titans Join Forces & Latest From China Summit
Episode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device techn…
1 month ago
IPOs to Watch This Week & Corning’s AI Pivot
Episode 185: Today, Ann dives into the demand for AI through the lens of the upcoming Cerebras IPO – on track to raise up to $4.8 billion at a valuat…
1 month ago
The Air Taxi Reality Check & Under Armour Underperforms
Episode 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execu…
1 month ago
AI and Private Equity Cozy Up & Dunkin’ Goin' Public
Episode 183: Today, Ann dives into the growing partnerships between AI giants and private equity firms – including what’s driving the deals and why t…
1 month, 1 week ago
Beyond the Grid: Powering the AI Boom
Episode 182: The AI boom is here but how are we actually POWERING it and can the U.S. electric grid handle the growth? Today, Ann is joined by Aman …
1 month, 1 week ago
The Retail Money Effect & Coach’s Gen Z Boost
Episode 181: Where does retail money go and why does it move so quickly? Today, Ann is joined by Steph Guild, Chief Investment Officer at Robinhood, …
1 month, 1 week ago
Victoria’s Secret Billionaire Battle & Burger King’s Big Flip
Episode 180: Today, Ann unpacks how Burger King helped drive better-than-expected results for parent company Restaurant Brands International, even as…
1 month, 1 week ago