Podcast Episodes
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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…
2 months, 3 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…
2 months, 3 weeks ago
How Immuneering’s Journey Highlights Biotech’s Market Complexity
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…
2 months, 4 weeks ago
Activist Bites into Invisalign & LUNR Commercializing our Solar System
Episode 147: Today, Ann discusses activist investor Elliott Investment Management’s new stake in Invisalign-maker Align Technology. The orthodontics …
2 months, 4 weeks ago
lululemon Leadership Drama & Trump Waives 100-Year-Old Maritime Law
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 pri…
3 months ago
Sobering Times for Guinness Owner & Defying Headwinds, Airlines Take Off
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 pric…
3 months ago
The S&P 500’s Concentration Problem & Hollywood’s Risky AI Bet
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 th…
3 months ago
Inside Tracking Apps: Privacy, Permissions & Pets (Ft. Life 360 CEO)
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 h…
3 months ago
Costco Tariff Refund Lawsuit & Earnings: Dollar General v Ollie’s Army
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 …
3 months ago
The $90B E-Waste Opportunity & The Rise of Delivery Bots
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 meta…
3 months, 1 week ago