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Episode 290: Today, John and Hanna break down earnings from Wall Street’s biggest banks — including JPMorgan, Goldman Sachs, Citi and Wells Fargo — and explain why market volatility is proving surprisingly profitable for some. Then, they zoom out to the broader economy to ask if growth can continue…
Episode 287: Stocks are rallying, but the bond market isn't sharing the enthusiasm. Today, John and Hanna unpack what this disconnect tells us about the economy. Then, we dig into PepsiCo's latest earnings and why the snack and beverage giant is struggling to win over North American consumers. Mean…
Episode 289: When did Halloween become a four-month-long holiday? Today, John is joined by Stacy Taffet, Chief Growth and Marketing Officer at The Hershey Company, to unpack how Halloween became a nearly billion-dollar season for the candy giant. They also discuss why the rise of GLP-1s could be a …
Episode 286: Today, John and Emily unpack earnings from Modelo and Corona parent Constellation Brands – and discuss why there’s more to the story than its strong topline sales number. Then, they dig into who’s actually involved in building Elon Musk’s massive Terafab facility – and where Intel and …
Episode 288: Today, John and Hanna dive into the world of brand collabs to explore why they’re suddenly everywhere – and whether they actually move the needle on the bottom line. Then, we unpack Levi’s latest earnings and ask whether the '90s nostalgia craze is translating into sales for the denim …
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