Podcast Episodes
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GLP-1 War Heats Up as Prices Slim Down & Powering the AI Age
Episode 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list pri…
3 months, 3 weeks ago
SCOTUS Rules on Trump Tariffs & Inside the Software Stock Sell-off
Episode 129: Today, Ann digs into the market’s reaction to the Supreme Court striking down the Trump administration’s tariffs, what the White House i…
3 months, 3 weeks ago
Inside the Health Insurance Recovery Plan at Oscar
Episode 128: Today, Ann is joined by Scott Blackley, Chief Financial Officer of Oscar Health to discuss how the company is dusting itself off after a…
3 months, 4 weeks ago
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…
4 months 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…
4 months 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…
4 months 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…
4 months 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 - …
4 months, 1 week 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 …
4 months, 1 week 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…
4 months, 1 week ago