Investing in the Future of Food

Investing in the Future of Food

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers. (:21) Asit Sharma and Maria Gallagher discuss: - Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores. A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food. Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2105)

Walmart’s Warning, Money Tips for 2025 Grads

Walmart’s Warning, Money Tips for 2025 Grads

Even the biggest retailer in the world is planning to pass along tariff increases to customers. (00:21) David Meier and Andy Cross discuss: - The market cheering a short-term solution to trade ...

16 Mai 202542min

Netflix, YouTube Put Ads Up Front

Netflix, YouTube Put Ads Up Front

More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discuss: - Walmart’s response to tariff uncertainty. - N...

15 Mai 202530min

Business Plans and Science Projects

Business Plans and Science Projects

Do you have a real relationship or just a non-binding letter of intent? (00:21) Nick Sciple and Mary Long discuss: - The S&P’s turnaround and inflation’s slow month-over-month decline. - A stock ...

14 Mai 202531min

ONON Fire

ONON Fire

A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren’t reacting to President Trump’s executive ord...

13 Mai 202531min

U.S. & China Strike a Trade Deal?

U.S. & China Strike a Trade Deal?

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. (00:21) Jason Moser and Dylan Lewis discuss: - The U.S. ...

12 Mai 202528min

How Governments Shape Markets

How Governments Shape Markets

Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: ...

10 Mai 202534min

Wait and See on Rates and Tariffs

Wait and See on Rates and Tariffs

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and ...

9 Mai 202542min

S&P 500 Shakes Liberation Day Loss

S&P 500 Shakes Liberation Day Loss

For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressi...

8 Mai 202532min

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