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Micron’s Memory Crunch Hits Consumers & Alexa+ Goes Shopping

June 25, 2026 4:05pm 22 min

Episode 214: Today, we survey Micron's blockbuster earnings, what they reveal about the next phase of the AI buildout and the ripple effect being felt in consumer product prices. Then, we spin through the headlines movin...

The Power Plant in Your House & Cashing In on the World Cup

June 24, 2026 3:35pm 21 min

Episode 213: Today, we survey a new partnership between Tesla, Sunrun Solar and Renew Home that aims to turn millions of American homes into a single, massive virtual power plant. Then, we spin through the headlines movi...

Solving Crypto’s Volatility Problem & Today’s Tech Sell-Off

June 23, 2026 4:12pm 27 min

Episode 212: Today, we explore the global factors that precipitated today’s tech sell-off and which chip stocks to keep an eye on this week. Then, we spin through the headlines moving markets, including Walmart's acquis...

Big Pharma’s “Patent Cliff” & Overheard on Earnings

June 22, 2026 4:09pm 22 min

Episode 211: Today, John digs into why pharma giant AbbVie is writing a $10.9 billion check for a clinical-stage company with no approved drugs and no product revenue - and why the “patent cliff” is forcing drugmakers to...

This CEO Bet Everything on OpenDoor (ft. Kaz Nejatian)

June 18, 2026 3:13pm 39 min

Episode 210: Turnarounds are tough – especially as a public company where investors are watching every move. Today, Ann sits down with Kaz Nejatian, CEO of Opendoor, the largest iBuyer in the United States and a company ...

The New Fed Playbook & Rebuilding Aging Internet Icons

June 17, 2026 4:02pm 12 min

Episode 209: Today, we survey the latest Fed rate decision and its new approach to communicating under Chair Kevin Warsh. Then, we spin through the headlines moving markets – and it's all about cars! OG online used-car r...

SpaceX Goes Shopping & Prediction Markets: Investing or Betting?

June 16, 2026 3:38pm 34 min

Episode 208: Today, Ann surveys SpaceX's $60 billion acquisition of AI coding platform Cursor and what it suggests about SPCX’s new life as a public company. Then, we spin through market headlines, including earnings out...

Banning Kids from Social Media & SpaceX's Ripple Effect

June 15, 2026 4:03pm 24 min

Episode 207: Today, Ann unpacks the UK’s proposal to ban children under 16 from major social media platforms – and the impact it could have on the social media companies themselves. Then, it’s a Monday full of merger mom...

Ketchup, Cookouts & Kraft Heinz's Biggest Campaign Ever

June 12, 2026 1:49pm 30 min

Episode 206: It’s almost the Fourth of July!  Ann welcomes Todd Kaplan, Chief Marketing Officer of North America at Kraft Heinz, to the show. They discuss how the company is celebrating America 250 with its first-ever po...

Mercedes-Benz's Drone Bet & ETFs vs. Mutual Funds… explained!

June 11, 2026 3:47pm 19 min

Episode 205: Today, Ann unpacks Mercedes-Benz's decision to look skyward for its next frontier of growth by entering the drone arms race. Then, we survey earnings out of Navan and Oracle. Also: the European Central Bank ...

Hot Inflation Ahead of Fed Meeting & The Knicks Market Rally

June 10, 2026 3:48pm 19 min

Episode 204: Today, Ann delves into the newly released inflation numbers - just one week before the Federal Reserve's next interest rate decision. Then, what Cracker Barrel's earnings say about its turnaround efforts and...

OpenAI’s IPO Plan & Will Retail Investors Be Crushed?

June 09, 2026 3:40pm 37 min

Episode 203: Today, Ann digs into OpenAI’s IPO filing and the race to go public as a wave of blockbuster tech offerings head to Wall Street. Then, we survey earnings from J.M. Smucker, drugmaker GSK's $10.6 billion acqui...

Corning Keeps Winning & The Underwater Arms Race

June 08, 2026 4:08pm 19 min

Episode 202: Today, Ann explores the multibillion-dollar agreement between Corning and Amazon to help build out the tech giant’s next generation of U.S. AI data centers – and why Corning has emerged as one of the AI boom...

Securing the World Cup & Counter-Drones Take Off

June 05, 2026 1:55pm 29 min

Episode 201: Today, Ann welcomes Josh Isner, President of Axon - the public safety technology company originally known for the TASER and now behind body cameras, drones, counter-drone technology and AI-powered dispatch. ...

SpaceX’s Unorthodox IPO & The Honeywell Spinoffs

June 04, 2026 4:03pm 21 min

Episode 200: Today, Ann explores the unorthodox SpaceX IPO on the docket for next week - including Elon Musk’s “take it or leave it” approach to pricing.  Then we look at headlines moving the market, including earnings r...

Palantir Deal Under Fire & Our Favorite Ticker Rebrands

June 03, 2026 3:39pm 20 min

Episode 199: Today, Ann looks at the latest around Palantir, which has long been a lightning rod for this wave of tech ambivalence.  From protests to a new UK report, the company is finding itself under fire - with share...

Berkshire Embracing Tech & Investing in Space (ft. Seana Smith)

June 02, 2026 3:38pm 24 min

Episode 198: Today, Ann dives into Berkshire Hathaway’s $10 billion investment in Alphabet and what it signals about the company’s future under new CEO Greg Abel. Then, we welcome Seana Smith, Senior Investment Strategis...

Hilton Cashes in on College Nostalgia & Berkshire’s Homebuilder Bet

June 01, 2026 4:01pm 19 min

Episode 197: Today, Ann dives into Hilton’s bet on college nostalgia with the launch of Undergraduate by Hilton. Then, we take a spin through the market headlines - including People Inc.’s proposal to acquire MGM Resorts...

The Rise of the Super App & Investing in Southeast Asia (ft. Grab CFO)

May 29, 2026 1:45pm 33 min

Episode 196: Today, Ann welcomes Peter Oey, Chief Financial Officer of Grab - the Southeast Asian super app serving 50 million users a month across 900 cities. Peter explains how what started as a ride-hailing service ha...

The Drone Arms Race Escalates & Legacy Media’s Hidden Assets

May 28, 2026 3:49pm 25 min

Episode 195: Today, Ann dives into why the White House is reportedly making a major bet on America’s drone industry… and which public companies stand to benefit. Then, we unpack the first inflation report since new Fed C...

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