Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI.
Jason Moser and Lou Whiteman discuss:
- Starbucks' move to sell part of its China business.
- Hershey hires a new CEO.
- Meta moves for more talent and invests in eyewear.
- What should be on investors' radar this coming earnings season.
T ... Show More
Today
ETFs are for the Memes (again)
Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, ... Show More
25m 26s
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Nov 2024
Starbucks Teams Up With DoorDash, Wonder Buys Grubhub & Amazon Halts Fertility Project | Fast Five
In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Ownit AI, Avalara, Mirakl, and Ocampo Capital, Chris and Anne discussed:Starbucks offering delivery via DoorDash through the Starbucks app (Source)Amazon shutting down a secret ... Show More
41m 31s
Aug 2024
The Inside Story of Starbucks’s CEO Drama
Last week, Starbucks ousted its CEO Laxman Narasimhan and replaced him with Brian Niccol, the current leader of Chipotle. Lauren Thomas reports on the dramatic leadership change, as Starbucks struggles to turn around its business and contend with activist investors.
Further Lis ... Show More
21m 8s
Jan 2025
Starbucks Ceramic Mugs & Drizzles, Walmart Pay Increases & Amazon’s New Head Of Grocery | Fast Five
In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, and Scratch Event DJs, Chris and Anne discussed:The appointment of Whole Foods CEO Jason Buechel to head up Amazon’s grocery strategy (Source)Whe ... Show More
49m 28s
Jun 2025
China’s Collapse, America’s Rise, and What Comes Next — with Peter Zeihan
Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics. Algebra of Happiness: good friends, hard truths. Help us plan for ... Show More
1 h
Jan 2025
Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
Follow Prof G Markets:
Apple Podcasts
Spotify
Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as a s ... Show More
51m 51s
Apr 2025
Tech Stocks Sell Off Amid Tariff Backlash
Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More
43m 2s
Aug 21
AI crawler Firecrawl raises $14.5M and is still looking to hire agents as employees, also, Databricks CEO says fresh $1B will help him attack a new AI database market
Firecrawl nabbed Shopify’s CEO Tobias Lütke as an investor from a gutsy email after they discovered he was using the product. Also, The round, which pushes Databricks' valuation to $100B, was co-led by Insight Partners and Thrive. CEO Ali Ghodsi says he's found an enormous untapp ... Show More
9m 9s