To stay on top, the consumer giants need a player in every potential market.
(00:21) David Meier and Dylan Lewis discuss:
- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.
- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing fo ... Show More
Oct 9
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Nov 2022
Need to Know: Elon Musk at Twitter, Bob Iger’s return to Disney, FTX’s bankruptcy, and more, w/Reid & Bob
Reid Hoffman and Bob Safian sit down once more to discuss how today’s hot-button stories are impacting business. The co-hosts address the key trends that all entrepreneurs should be up to speed on, from the travails of Twitter to the triumphant return of Bob Iger. Featuring Pepsi ... Show More
33m 28s
Aug 2024
#221: Are We in An AI Bubble?
<p>Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.</p><br><p>We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ... Show More
52m 7s
Dec 2024
Fast Five Shorts | SHEIN And Temu Are Making Inroads On The Toy Market
In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Avalara, Mirakl, Ownit AI, and Ocampo Capital Chris Walton and Anne Mezzenga discuss SHEIN And Temu Making Inroads On The Toy MarketFor the full episode head here: https://youtu ... Show More
5m 27s
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Oct 2023
Fast Five | Walmart vs. Amazon AI, Sustainable Retail Media & The HomeGoods E-Commerce Verdict
In this week’s Omni Talk Fast Five, sponsored by the A&M Consumer and Retail Group, Firework, Avalara, TGW, and Sezzle, A&M’s David Schneidman and Truett Horne joined Chris and Anne to discuss:Walmart’s new corporate AI guidelinesAmazon’s new AI for product imageryHomeGoods calli ... Show More
40m 21s
Jul 2023
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze ... Show More
57m 31s
May 2022
Selling Deodorant for $100M and How to Find Your Best Competitive Advantage with Moiz Ali
Shaan Puri (@ShaanVP) sits down with entrepreneur and former CEO of Native, Moiz Ali (@MoizAli), to talk about how to find the competitive advantage for your business, three common mistakes DTC brands make, investment tips and more.
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Links:
* Native
* Haldirams
* Manscaped
* ... Show More
1h 35m
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s