Podcast Episodes
Back to SearchCan Stripe Save PayPal? & Hollywood’s Ad-Tech Play
Episode 227: Today, Ann surveys Stripe and private equity firm Advent International's $53 billion bid for PayPal - and whether going private could he…
2 months, 3 weeks ago
JPMorgan’s Historic Quarter & IBM’s Worst Day Ever
Episode 226: Today, Ann discusses JPMorgan's historic earnings report and the surprising role payments OG Visa played in the blockbuster results. The…
2 months, 3 weeks ago
Shein’s Latest IPO Attempt & WD-40’s Winning Formula
Episode 225: Today, Ann breaks down Shein's IPO plans and why the fast-fashion giant is turning to Hong Kong after two prior listing attempts. Then, …
2 months, 3 weeks ago
The Driverless Car Debate & The Price of Eggs
Episode 224: Today, Ann and John bring you a Summer Friday special - a curiosity episode! As we near the end of this quieter stretch between earnings…
2 months, 4 weeks ago
Uniqlo Bets on Basics & Pawn Shop Stocks Soar
Episode 223: Today, Ann breaks down blockbuster earnings from Uniqlo parent Fast Retailing – and what’s helping it zip past the rest of the apparel i…
2 months, 4 weeks ago
Loews' Hidden Empire & Apple's U.S. Investment
Episode 222: Today, Ann breaks down the latest developments in the escalating conflict in the Middle East and how renewed tensions are rippling throu…
3 months ago
Wall Street Rates SpaceX & the Global Investor Playbook
Episode 221: Today, Ann surveys the wave of initiating coverage reports from Wall Street's biggest banks as SpaceX's post-IPO quiet period comes to a…
3 months ago
SK Hynix Hits Wall Street & Comcast Splits… Again
Episode 220: Today, Ann surveys South Korean memory chip giant SK Hynix’s U.S. Nasdaq listing, why it differs from a traditional IPO and what the siz…
3 months ago
Small-Cap Stocks Post Best First Half in 35 Years
Episode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years. So today we r…
3 months ago
Investing Beyond the IPO Hype & Midterm Markets
Episode 218: Today, Ann revisits her May conversation with Mona Mahajan, Head of Investment Strategy at Edward Jones. They discuss what happens when …
3 months, 1 week ago