Podcast Episodes
Back to SearchA Divided Fed & LVMH’s Succession Story
Episode 237: Today, hot off the press, Ann unpacks the Fed’s decision to hold rates steady – and why policymakers weren’t all united. Then, it’s an e…
2 months, 1 week ago
The Coke Consumer Indicator & J&J’s $5.5B Talc Settlement
Episode 236: Today, Ann unpacks Coca-Cola's earnings and asks whether a can of Coke is really an indicator of economic health. Then, we spin through …
2 months, 1 week ago
Tariffs Return & Silicon Valley’s AI Debate
Episode 235: Today, Ann discusses the latest wave of tariffs - this time hitting a market already grappling with a host of other pressures. Then we s…
2 months, 1 week ago
Why AI Can't "Vibe Code" Business Travel
Episode 234: Today, Ann is joined by Ariel Cohen, co-founder and CEO of Navan, the corporate travel and expense management platform that counts Yahoo…
2 months, 2 weeks ago
Tesla-SpaceX Merger? & Steel Dynamics Goes Aluminum
Episode 233: Today, Ann dives into Tesla’s earnings and explains why one analyst comment has piqued her curiosity about a potential Tesla–SpaceX merg…
2 months, 2 weeks ago
Reddit Rethinks Google Deal & 3M Beyond the Post-it Note
Episode 232: Today, Ann unpacks a new report suggesting Reddit may be rethinking its AI licensing agreement with Google. Then, we spin through the ma…
2 months, 2 weeks ago
Betting Against SpaceX & Cooling Data Centers
Episode 231: Today, Ann lays out how some investors are betting against SpaceX – and what Elon Musk has to say about it. Then, we spin through market…
2 months, 2 weeks ago
Chevron Looks to Iraq & Taco Bell Under Pressure
Episode 230: Today, Ann surveys Chevron's latest move into Iraq and why the energy giant signed a preliminary agreement to develop two massive oil fi…
2 months, 2 weeks ago
OpenAI, Stripe, Kalshi & Investing Before the IPO
Episode 229: How can everyday investors gain exposure to the world's most sought-after private companies? Today, Ann is joined by Mike Dinsdale, CEO …
2 months, 3 weeks ago
Consumers are Stressed & Big Banks’ Biggest Quarter
Episode 228: Today, Ann surveys new grocery data and how a spending slowdown is putting pressure on food companies. Then, we spin through market head…
2 months, 3 weeks ago