Opening Bid Unfiltered

How AI and blockchain are reshaping the workforce

Thu, 16 Apr 2026 10:00:00 -0000

Cardano Foundation CEO Frederik Gregaard sat down with Yahoo Finance Executive Editor Brian Sozzi on Opening Bid Unfiltered to discuss the evolution of blockchain technology, where it may be headed next, and how AI is shaping Corporate America.

Then, Sozzi chats with Writer CEO, May Habib, about how AI agents are rapidly transforming enterprises into hybrid human–digital workforces, reshaping corporate hierarchies, redefining productivity, and forcing leaders to rethink how organizations are built and managed.

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Your next investment: million-dollar Pokémon cards & rare whisky?

Mon, 13 Apr 2026 10:00:00 -0000

Solari Capital Founder and Managing Partner AJ Scaramucci sits with Yahoo Finance Executive Editor Brian Sozzi to explore how collectibles, from Pokémon cards to dinosaur fossils, are emerging as a powerful new asset class at the intersection of passion and long-term investing. AJ made headlines recently after buying Logan Paul's rare Pokémon card for $16.5 million.

Then, Sozzi sits down with Suntory Global Spirits CEO & President, Greg Hughes, to chat about the state of the alcohol industry, his biggest leadership lessons, and rare whisky.

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From Tesla playbook to autonomous GM vehicles: future of mobility

Thu, 09 Apr 2026 21:13:00 -0000

Archer Aviation founder and CEO Adam Goldstein stepped up to the Opening Bid Unfiltered podcast mic with Yahoo Finance executive editor Brian Sozzi to chat about the future of flying. Goldstein shares why he is so passionate about EVTOLs and the next important milestones for Archer Aviation this year. He also discusses a desire to make aircraft for the US government.

Then, Sozzi chats with one of the more fascinating people in the VC industry Jon McNeill of DVx Ventures. McNeill is the former COO of Lyft, and also worked very closely with Tesla CEO Elon Musk as president in charge of revenue. What did McNeill learn from the billionaire Musk? How will the future of mobility shake out? And what AI upstarts have caught the attention of McNeill.

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Ulta and Tapestry CEOs on strategy, retail and gen-z shift

Mon, 06 Apr 2026 10:00:00 -0000

Kecia Steelman’s rise to CEO of Ulta Beauty in January 2025 is a quintessential "climb to the top" story, rooted in resilience and operational expertise. Since taking the CEO helm, Steelman has launched the "Ulta Beauty Unleashed" strategy, focusing on international expansion into the U.K., Mexico, and the Middle East, while overseeing a workforce that is 91% female. Ulta's shares are up 57% over the past year. Steelman stepped up to the Opening Bid Unfiltered podcast mic with Yahoo Finance Executive Editor Brian Sozzi to chat about the business of beauty.

Sticking with retail, Joanne Crevoiserat has emerged as one of the most successful leaders in modern luxury retail, transforming Tapestry through a disciplined focus on brand building, digital innovation, and consumer engagement. Since becoming CEO in 2020, she has helped guide the company through the COVID-19 pandemic and a rapidly changing retail landscape while strengthening its portfolio of brands, including Coach and Kate Spade New York. Crevoiserat sat down with Brian to discuss her tenure as CEO and what's next for the company.

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Why Insomnia Cookies keeps winning late night

Thu, 02 Apr 2026 12:00:00 -0000

The business of cookies has never been more competitive, as specialty shops battle with supermarket staples and low-sugar options. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Insomnia Cookies Founder and CEO Seth Berkowitz. Berkowitz founded Insomnia Cookies as a college student at the University of Pennsylvania in 2003, after being frustrated by the lack of late-night sweet treats available for delivery. What started as a single store in Syracuse has since morphed into 350 stores, mostly near college campuses today. Along the way, the company was bought and then sold by donut giant Krispy Kreme. The business is now owned by private equity firms Misral Equity Partners and Verlinvest. Still led by Berkowitz, he is targeting a decade-long goal to reach 1,800 locations.

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How Black-ish Creator and REVOLT are building a creator empire

Mon, 30 Mar 2026 12:00:00 -0000

Shaking up the content game. Kenya Barris and Detavio Samuels have recently partnered to launch REVOLT Labs. Barris, the creator of black-ish, is serving as vice chair of the new joint venture, working alongside Samuels, who is the CEO of REVOLT and its parent company, Offscript Worldwide. The goal of their collaboration is to provide a professional infrastructure for digital creators—like Druski and Kai Cenat—to help them scale their massive social media influence into "sustainable empires" and premium intellectual property. By combining Barris’s storytelling expertise with REVOLT’s marketing and distribution power, they aim to bridge the gap between viral internet fame and long-term ownership in film, television, and digital media. In a new episode of the Opening Bid Unfiltered podcast, Yahoo Finance Executive Editor Brian Sozzi spent time talking to Barris and Samuels about their vision for REVOLT Labs and the future of media.

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Mercedes-Benz CEO talks EV Strategy, future cars

Thu, 26 Mar 2026 12:00:00 -0000

Ola Källenius is a Swedish business executive who has served as CEO of Mercedes-Benz since 2019, becoming the first non-German to lead the legendary luxury automaker. Kallenius joined Opening Bid Unfiltered with Yahoo Finance Executive Editor Brian Sozzi to chat about the future of the auto industry, his decision to massively increase the AMG brand's presence, leaning into tech-heavy car interiors, and playing a role in a driverless-car future.

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The secret behind F1’s massive boom

Mon, 23 Mar 2026 12:00:00 -0000

A legend in the world of autosport, from an executive standpoint. That’s where we find Formula 1 CEO Stefano Domenicali. After rising through the financial and sporting ranks at Ferrari, he served as their Team Principal from 2008 to 2014, notably leading the Scuderia to a Constructors' Championship in 2008. Following a transformative stint as CEO of Lamborghini, where he oversaw the successful launch of the Urus SUV, he took the reins as CEO of Formula 1 in 2021. In his current role, Domenicali has been the chief architect of F1’s global expansion, successfully navigating the sport into a record-breaking 24-race calendar and spearheading the massive 2026 technical regulations reset. Domenicali drove up to the Opening Bid Unfiltered podcast mic with Yahoo Finance Executive Editor Brian Sozzi to chat about the surging sport that is Formula 1. The F1 brand has gotten a huge lift from the successful Netflix show ‘Drive to Survive and ever increasing amounts of Corporate America sponsorships. With seemingly all eyes on the sport – especially now with Cadillac added to the grid – Domenicali has his work cut out for him to keep the growth as hot as Lewis Hamilton's lap time.

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The secret behind F1’s massive boom

Mon, 23 Mar 2026 12:00:00 -0000

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NASCAR Star's secrets to winning off the track

Sat, 21 Mar 2026 12:00:00 -0000

Taking his racing skillset to the local Ford dealer. NASCAR star Joey Logano recently made headlines for purchasing an ownership stake in Huntersville Ford in North Carolina. It’s Logano’s home dealership, and he has wasted no time getting the ins and outs of running a successful dealership. Logano has become a multi-time Cup Series champion and one of the sport’s most consistent playoff performers. He is known for his aggressive driving style, precise race strategy, and ability to deliver in high-pressure championship moments. In short, these are great skills that should serve him very well in the highly competitive auto dealership business! Logano joined the Opening Bid Unfiltered podcast with Yahoo Finance Executive Editor Brian Sozzi to discuss life off the track, what else he would like to accomplish in the sport, and how driving at 200mph can also be helpful to leading with success

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HP board member on AI risks and opportunities

Thu, 19 Mar 2026 12:00:00 -0000

Going inside the world of AI. Songyee Yoon is a South Korean business leader, venture capitalist, and technology strategist known for her work at the intersection of artificial intelligence, gaming, and innovation. Early in her career, she worked at McKinsey & Company and SK Telecom, where she became the company’s youngest and first female executive at the age of 29. Yoon later joined the global gaming company NCSoft. Over 15 years, Yoon served as president and chief strategy officer, helping expand the company internationally while integrating artificial intelligence into game development. In recent years, she has focused on venture capital and emerging technologies through the firm she founded, Principal Venture Partners. Yoon is also a board member at computing giant HP Inc. Yoon joined the Opening Bid Unfiltered podcast with Yahoo Finance Executive Editor Brian Sozzi to discuss the current moment in AI, the impact of AI on the future of jobs, and how she is investing in technology.

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Why AI could be the next big privacy crisis

Mon, 16 Mar 2026 12:00:00 -0000

Protecting your identity in the era of AI. Brittany Kaiser is a well-known data rights activist and the Cambridge Analytica whistleblower who exposed how the firm used personal data from millions of Facebook users for political targeting during elections. Since then, she has written a memoir and become the subject of the Emmy-nominated Netflix documentary The Great Hack. She is currently the CEO of AlphaTON Capital. Kaiser joined the Opening Bid Unfiltered podcast with Yahoo Finance executive editor Brian Sozzi to discuss data protection, her biggest concerns about the rise of generative AI, and Anthropic's battle with the Trump Administration.

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How the 24 Hour Fitness Founder built a gym empire

Sat, 14 Mar 2026 12:00:00 -0000

Richard Simmons, Tony Horton, and Billy Blanks – you may know them as the larger-than-life faces of the fitness industry from the past 40 years. You know them in large part because they all came into your home through televised fitness classes and around the clock infomercials. One person from the fitness world you probably haven't heard of is Mark Mastrov, although his impact is no less than those public-facing names. Mastrov is now a 68-year-old fitness industry pioneer who co-founded 24 Hour Fitness in 1983 and transformed it from a single gym into a global powerhouse with over 420 clubs and 4.5 million members before selling it in 2005 for $1.6 billion. Born in Oakland, California, Mastrov identified a critical market gap—gyms weren't open 24/7—and revolutionized the fitness industry by opening up accessibility. After selling 24 Hour Fitness in 2005, Mastrov went on to gain control of Crunch Fitness and founded UFC Gym with the likes of Dana White. He even became an owner of the NBA’s Sacramento Kings. In January 2026, Mastrov teamed up with LongRange Capital to repurchase 24 Hour Fitness and continue its rejuvenation campaign post-2020 bankruptcy. Mastrov joined the Opening Bid Unfiltered podcast with Yahoo Finance executive editor Brian Sozzi to discuss the future of fitness and how to build a successful business time and again.

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How Aptera's solar powered EV could change transportation

Thu, 12 Mar 2026 12:00:00 -0000

The past 12 months have been anything but electric for some vehicle makers. Both Tesla and Ford have seen sales struggle. Meanwhile, the Trump administration let incentives for new EVs end last year – a further blow to the industry. Enter an upstart like Aptera Motors, which is attempting to scale up production of its first solar-powered vehicle (SEV). Yahoo Finance Executive Editor Brian Sozzi sits down with Aptera Motors Co-Founder and CEO Chris Anthony to discuss the state of the industry, the future of transportation, and how he got his start fixing pinball machines.

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The surprising truth about AI replacing software companies

Mon, 09 Mar 2026 12:00:00 -0000

Freshworks CEO, Dennis Woodside, breaks down the real impact of AI on software companies, jobs, and innovation. Woodside shares lessons on building and scaling companies, navigating disruption, and leading through major technology shifts. He also explains why he believes AI is a massive opportunity, not a threat.

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Inside the Sony hack: the CEO call that changed everything

Sat, 07 Mar 2026 13:00:00 -0000

Chairperson of Snap Inc., Michael Lynton, and Bloomberg Senior Advisor, Josh Steiner, unpack the high-stakes mistakes that shaped their careers. Lynton reflects on the decision to greenlight The Interview, the fallout from the Sony Pictures hack that followed, and what leaders can learn from failure. Together, they explore why confronting mistakes, rather than hiding from them, can be the key to stronger leadership and long-term success.

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This founder dropped out of Harvard to reinvent stock picking

Thu, 05 Mar 2026 13:00:00 -0000

Steven Wang is looking to redefine investing for the next generation, one copy trade at a time. Wang, an entrepreneur and the Founder of dub, the first regulated copy-trading platform, sat down with Yahoo Finance Executive Editor Brian Sozzi on Opening Bid Unfiltered to discuss his entrepreneurial journey, which began in elementary school, his decision to drop out of Harvard, and how he gained backing from several big names including former Meta top exec Sheryl Sandberg and Airbnb Founder Brian Chesky.

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How Masterclass built a $475M online education giant

Mon, 02 Mar 2026 13:00:00 -0000

Investing in education by channeling those at the very top of their field. David Rogier founded Masterclass in 2015. It’s the well-known streaming education platform founded on the mission to democratize access to world-class learning. Masterclass’s online education videos have featured everyone from acclaimed chef Gordon Ramsay to Starbucks founder Howard Schultz. Raised by his grandparents—including a Holocaust survivor grandmother who became a pediatrician—Rogier learned early that education is "the one thing people can't take away from you." Masterclass has raised about $475 million in capital to date, with its last raise in 2021. Rogier hopped on the Opening Bid Unfiltered podcast mic with Yahoo Finance Executive Editor Brian Sozzi to share what’s next for his online education company and why. He also shares personal stories from the early days of Masterclass's growth, which offer invaluable insights for those seeking to enter the world of entrepreneurship.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Anthony Scaramucci on Trump Slump and crypto crash

Thu, 26 Feb 2026 13:00:00 -0000

Some on Wall Street are calling it the Trump Slump. The president’s signature tariffs were struck down by the Supreme Court, dealing a fresh blow to the White House. Meanwhile, the US economy slowed markedly in the fourth quarter amid the government shutdown. The administration’s continued friendliness toward the crypto industry hasn’t been enough to spark renewed buying in bitcoin in 2026, as the crypto king faces a bear market. Skybridge Capital Founder Anthony Scaramucci joined Opening Bid Unfiltered with Yahoo Finance Executive Editor Brian Sozzi to share his thoughts on the Trump Slump, crypto's pullback, and how his son AJ became the winning bidder for Logan Paul’s Pokémon card!

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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The playbook behind this company's explosive growth

Mon, 23 Feb 2026 16:14:00 -0000

Before starting his brand in 2013 with his twin brother, Alex Faherty built his business expertise in private equity at powerhouse Cerberus Capital Management. His brother developed top design skills at Ralph Lauren, pursuing his longtime passion for clothing. The brothers used their expertise to start their own business, Faherty. The family-owned brand is on a mission to create clothing that blends the relaxed comfort of beach wear with elevated urban style. Faherty now reportedly generates nine-figure annual sales and boasts 80 retail stores in addition to its online business. Alex hopped on the Opening Bid Unfiltered podcast mic with Yahoo Finance Executive Editor Brian Sozzi to share what’s next for his company and why.

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Phoebe Gates is using AI to reinvent shopping

Thu, 19 Feb 2026 13:00:00 -0000

Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Phoebe Gates. Gates — the youngest child of Microsoft (MSFT) Co-Founder Bill Gates and Philanthropist Melinda Gates — is the Founder and Co-CEO of Phia. With Phia, Gates is trying to shake up the shopping experience in the age of AI. Phia’s AI-powered shopping assistant scours the web for deals on fashionable apparel and accessories. So far, Gates has raised more than $40 million from a series of high-profile investors, including Kleiner Perkins, Kris Jenner, and Hailey Bieber. Gates shares her vision for Phia, what she has learned as an early entrepreneur, and how she applies her parents' lessons to her everyday business life.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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AI is disrupting drug discovery faster than expected

Tue, 17 Feb 2026 13:00:00 -0000

If you aren’t paying attention to the companies behind a new wave of AI-driven drug development, you may end up missing out on essential investment opportunities. One company that has caught our attention is Chai Discovery, founded in 2024 by co-founder Joshua Meier. After graduating from Harvard, Meier began working as a researcher at OpenAI (OPAI.PVT) during the development of GPT-1 and GPT-2. He then worked at Meta's generative biology group, where he co-led the development of ESM1, the first transformer protein-language model. Chai Discovery is currently one of the buzziest startups in AI drug development. In December, the company completed a Series B funding round, raising an additional $130 million at a valuation of $1.3 billion, cementing its unicorn status. Backers include Silicon Valley heavyweights such as General Catalyst and OpenAI. The company also recently inked a deal with Eli Lilly (LLY), under which the drug giant will use Chai’s models. Yahoo Finance Executive Editor Brian Sozzi sits down with Meier on Opening Bid Unfiltered to go inside the world of AI-driven medicine.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Are collectibles the next big investment boom?

Thu, 12 Feb 2026 13:00:00 -0000

The world of collectibles — from toys to unopened card boxes — remains red hot. And when you want to know anything about collectibles, there are only two places to head: one, the new collectibles hub on Yahoo Sports. And the second is serial entrepreneur Josh Luber. Luber co-founded StockX with Dan Gilbert, owner of the Cleveland Cavaliers. StockX revolutionized the trading of luxury goods by applying stock market principles — transparent bid/ask pricing and anonymous transactions — to sneakers and collectibles. Luber has since gone on to found toy collectibles outfit ghostwrite. Luber hopped on the Opening Bid Unfiltered podcast mic with Yahoo Finance Executive Editor Brian Sozzi to go deep inside the collectibles growth market.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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From near bankruptcy to a $1B deal in just 40 days

Mon, 09 Feb 2026 13:00:00 -0000

From an entrepreneur to trying to reinvent a claim to fame to win in the era of artificial intelligence. This is where we find Ring's chief inventor, Jamie Siminoff. Siminoff founded Ring in 2013, which he later sold to tech giant Amazon in 2018 for $1.15 billion. Ring has since developed a host of connected security products from floodlights to new iterations of its iconic connected doorbell. Siminoff left Amazon in 2023, only to return in early 2025 to lead its suite of security products. He is said to be tasked with taking the connected security platform to new heights by leveraging AI while driving a more efficient business. Yahoo Finance Executive Editor Brian Sozzi sits down with Siminoff on the Opening Bid Unfiltered podcast to discuss what he is working on at Amazon, what motivates him as an inventor, and leadership lessons learned from building a consumer product hung from most doors in the US.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Klaus Schwab on Davos, power and why trust is breaking down

Thu, 05 Feb 2026 13:00:00 -0000

Reflecting on decades of work to make the world a better place. That is where Yahoo Finance Executive Editor Brian Sozzi finds World Economic Forum (WEF) founder Dr. Klaus Schwab, who just published a new book dubbed Restoring Truth and Trust. In a new episode of the Opening Bid Unfiltered podcast, Schwab reflects on the origins of WEF and its evolving role in a rapidly changing global landscape. He emphasizes that the Forum — which he founded in 1971 — was created to foster dialogue between business, government, and civil society, arguing that complex global challenges cannot be solved by any single sector acting alone. Schwab says this principle of multistakeholder cooperation remains central to the WEF’s mission today. Of course, Schwab’s reflective moment comes against the backdrop of his absence from the epicenter of the 2026 annual meeting he created in Davos, Switzerland, which brought together billionaires like Salesforce (CRM) CEO Marc Benioff and Tesla (TSLA) CEO Elon Musk, and world leaders like US President Trump. Schwab resigned from the WEF in April 2025 amid an investigation into its culture. Schwab was cleared of any wrongdoing before the end of 2025, but the Forum is now being led primarily by BlackRock (BLK) founder Larry Fink.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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This startup is publishing 3,000 AI podcasts a week - on purpose

Mon, 02 Feb 2026 13:00:00 -0000

Artificial intelligence is having profound impacts on Corporate America. But it’s also beginning to impact how humans create content and interact with it. It’s hard to imagine this impact doesn’t intensify in the years to come as AI becomes more sophisticated. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Inception Point AI co-founder and CEO Jeanine Wright. Wright is no stranger to the ups and downs in the podcast industry. She was COO at Amazon (AMZN)-owned podcast platform Wondery, overseeing operations and driving numerous growth initiatives. Wright and Sozzi discuss how AI personalities are changing the podcast industry, and how they may have a bigger impact on news generation and content creation in the year ahead.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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The billion-dollar race to fix America’s sleep crisis

Thu, 29 Jan 2026 13:00:00 -0000

The business of sleep has gone well beyond hawking mattresses, pillows, and bedframes. And it’s with good reason that seemingly everyone is analyzing their sleep data on various hardware devices. Roughly one in three adults in the U.S. regularly gets insufficient sleep, driving demand for new tools that can monitor, analyze, and improve rest. Enter Eight Sleep, founded in 2014 by Matteo Franceshetti and his wife, Alexandra Zatarain. Eight Sleep has raised about $260 million since its inception, from the likes of Khosla Ventures to F1 notables Zak Brown and Charles Leclerc. The company sells bedding hardware and software – under the Pod name – that tracks sleep patterns and can heat and cool. The company’s valuation stands at nearly $1 billion. It has generated more than $500 million in Pod sales. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Eight Sleep co-founder and CEO Matteo Franceschetti to go inside the future of more advanced sleep, and what’s next for one of its leaders in the space.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why Bill Gurley says AI investing is becoming crowded

Mon, 26 Jan 2026 13:00:00 -0000

One of the most prolific venture capitalists of the past 20 years is looking to share some wisdom to the next generation of investors and job seekers. Benchmark general partner Bill Gurley is seen as a heavyweight in Silicon Valley. His claim to fame is an $11 million bet on Uber (UBER) in 2011. But other key investments have included Twitter and Nextdoor (NXDR). Indeed, Gurley has seen it all over the course of his career, everything from the dot.com bubble burst to the current emergence of the AI revolution. He even worked on the Amazon (AMZN) IPO! In his new book dubbed Runnin' Down a Dream: How to Thrive in a Career You Actually Love, Gurley shares several principles to finding success in one’s career. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Gurley to discuss observations he makes in his book and the outlook for tech in a new defining era.

Pre-order "Runnin' Down a Dream: How to Thrive in a Career You Actually Love" now at:
Amazon
Barnes and Noble

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Bilt CEO says your rent isn't building your future

Tue, 20 Jan 2026 13:00:00 -0000

Bilt is entering its next chapter. As the payments and rewards platform for over 70% of the top rental companies nationwide, Bilt is now eyeing several new product launches to kick off 2026. The company is armed with $250 million in fresh funding from investors to pursue its ambitions, which valued the company at $10.75 billion. Former American Express (AXP) CEO Ken Chenault and NFL Commissioner Roger Goodell remain on the board. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Bilt founder and CEO Ankur Jain to discuss what’s next for the privately held company that counts General Catalyst as a top investor. Jain also peels back the layers on his entrepreneurial journey.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Patrick McEnroe on competition beyond the court

Wed, 14 Jan 2026 13:00:00 -0000

From the tennis court to the broadcast booth. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with former professional tennis player Patrick McEnroe. McEnroe is also a long-time commentator for ESPN, calling hosts of big tennis matches and being among the top voices at venues like the US Open. McEnroe – the brother of John McEnroe – won one singles title and numerous doubles titles over the course of his career. McEnroe takes Sozzi inside the future of tennis post the retirements of legends Serena Williams, Rafael Nadal, and Roger Federer. He also shares what he has learned from losing and competition, and how both could serve up valuable learning experiences for the corporate athlete of today.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Everyone’s watching tech but the next big deals may be industrial

Mon, 12 Jan 2026 20:27:00 -0000

There are dealmakers on Wall Street, and then there are the teams at Perella Weinberg. If you have a big deal to get done as a CEO, this is one of your first stops on the Street to try and make it happen.

Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with veteran deal maker Andrew Bednar, CEO of advisory firm Perella Weinberg. The firm was founded in 2006 by storied dealmakers Joseph Perella and Peter Weinberg. Bednar has had his own storied history in deal-making, rising the ranks from Salomon Brothers to Goldman Sachs (GS) to Bank of America (BAC) to now Perella Weinberg (PWP). He has overseen some very large deals in the process, including the $10.2 billion sale of the NYSE to Intercontinental Exchange and Kate Spade’s sale to Coach. Bednar reveals what he has learned from these pressure packed situations and what the outlook for deal-making is for 2026 and beyond.

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The biggest market risk in 2026 is the one no one talks about

Wed, 07 Jan 2026 12:00:00 -0000

Deal activity is heating up as 2025 nears a close amid lower interest rates from the Fed and a sense from sellers that valuations are about as full as one could expect. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Apollo Global Management co-head of equity David Sambur. After being held by Liberation Day market related volatility, the environment for deal-making has picked up. This year is on track to become the second highest in deal activity, up 36% in value to an estimated $4.8 trillion according to Bain & Company. Megadeals greater than $5 billion have represented more than 75% of incremental deal value. Meanwhile, exit activity for private equity companies accelerated meaningfully in the third quarter. Private equity firms have announced exits totaling $470 billion so far this year per data from EY, marking a 40% increase by value compared with the same period last year. Sambur shares his outlook for M&A and exits in 2026, the drivers of that potential activity and what he has learned from making big deals over the course of his career. Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.

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Why CrowdStrike's CEO says you need AI to fight AI

Mon, 05 Jan 2026 13:00:00 -0000

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.

From the racetrack to the race for cybersecurity spending dollars. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with CrowdStrike (CRWD) founder and CEO George Kurtz. The conversation veered off down a few side streets, so to speak. Kurtz is an accomplished endurance racer, and that led him recently to purchase a 15% minority interest in the Mercedes F1 team. It’s an incredible combination of Kurtz’s public company experience, tech expertise, and passion for racing. At the same time, CrowdStrike is gearing up for a big 2026 in the eyes of Wall Street as more AI agents raise the risk of cybersecurity threats. Kurtz reveals his operating playbook for the road ahead.

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Yahoo Finance's Opening Bid Unfiltered is produced by Langston Sessoms.

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Why Investors Are Watching SailGP’s Explosive Audience Growth

Sat, 03 Jan 2026 13:00:00 -0000

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.

From hyrox to pickleball, this is a great moment to take a crack at starting a new sports venture. Enter SailGP into the often stodgy world of sailing. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with SailGP CEO and storied yachtsman Russell Coutts. Coutts won an Olympic gold medal in 1984 and then went on to secure several America's Cup victories. In 2019, he co-founded SailGP with Oracle founder and billionaire Larry Ellison. Ellison is a longtime sailing fan. What once began as a fledgling sports league, has gained considerable momentum in terms of viewership and attracting new sponsors. The league now has 13 teams and celebrity team owners such as Hugh Jackman, Ryan Reyonds and Anne Hathaway. Team valuations have also continued to skyrocket, and the business is expected to produce $200 million in sales this year. Coutts shares what the 2026 sailing season holds and what it has been like, transitioning from an athlete to a CEO, piloting the future of a sports league.

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Yahoo Finance's Opening Bid Unfiltered is produced by Langston Sessoms.

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AI cost cutting is eroding company culture and future profits

Mon, 29 Dec 2025 13:00:00 -0000

Rest assured that if a leader can cut expenses to boost profits, they will often do so without hesitation. This practice is likely to worsen in the years ahead as leaders are drawn in by the use cases for AI and the subsequent opportunity to cut more jobs to save money. It sucks to say this, but it’s the cold, hard truth. In the process of all this cost-cutting, are leaders losing sight of company culture and how a great culture could unleash significant profits? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with veteran board member and top executive James D. White. White is the co-author, with his daughter Krista, of the new book "Culture Design: How to Build a High-Performing, Resilient Organization with Purpose." White comes from a place of deep experience on the topic, having led a successful turnaround of Jamba Juice as CEO for eight years. He has sat on the boards of Affirm and Panera Bread. He currently sits on the boards of Cava and Jessica Alba’s The Honest Company. White shares why creating a great corporate culture is paramount and how it can be achieved with success.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Circle's CEO explains why the dollar is going digital

Mon, 22 Dec 2025 13:00:00 -0000

It has been a very eventful year for stablecoin player Circle (CRCL). The company completed its IPO in June. Then, in July, President Trump signed the GENIUS Act, which is seen as a significant future tailwind to the crypto and stablecoin industries. While Circle’s stock price is well off its highs amid a broader pullback in the crypto space, it’s hard to deny the company’s business progress and how it sets it up for success in the years ahead. At the helm of Circle is CEO and co-founder Jeremy Allaire, who has been winning over industry critics, including those on Wall Street and in government, for years. Yahoo Finance Executive Editor Brian Sozzi sits down with Allaire on the Opening Bid Unfiltered podcast to discuss what drives him to push Circle to new heights and what he has in store for 2026. If you are a believer in crypto and stablecoins — or not — then this is the conversation you need to hear for the best possible context!

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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How AI is quietly reshaping industrial stocks like C.H. Robinson

Wed, 17 Dec 2025 12:30:00 -0000

The market loves putting money to work on AI stocks; that much has been made clear in the past two years. The appetite to own AI plays is broadening to more under-the-radar names, including companies that are using the technology aggressively in the industrial sector. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with C.H. Robinson (CHRW) CEO Dave Bozeman. Bozeman has led the 120-year-old logistics player for more than two years, following considerable stints in transportation operations at Amazon, Harley-Davidson, and Caterpillar. Since his arrival, C.H. Robinson has leaned hard into AI to drive improved operating profits. The company has delivered in a big way, sending the stock price up 55% in 2025. Bozeman shares what’s next in the company’s tech-driven overhaul, what the future of freight looks like, and whether the trade war stands to send the US economy into a ditch ultimately.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why OpenAI dominated the AI trade in 2025

Mon, 15 Dec 2025 13:00:00 -0000

There has been one company at the very center of the AI trade this year. That is none other than OpenAI (OPAI.PVT)! OpenAI has won Yahoo Finance’s 11th annual Company of the Year award. Here is why. First, it undeniably led the market narrative for investors in 2025. When it announced big deals, stocks popped. When it issued a cautionary statement, stocks took a hit. Second, OpenAI secured scores of new, transformational deals with large public companies, including Nvidia (NVDA), AMD (AMD), and Oracle (ORCL). And three, its year of dealmaking will likely see the company end the year as the world’s most valuable private business — with an estimated valuation of $500 billion, according to Yahoo Finance data. Yahoo Finance Executive Editor Brian Sozzi talked exclusively with OpenAI CFO Sarah Friar about the company’s path forward — from eventually turning profitable to a potential push into hardware.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Oura vs Big Tech: The ring taking on Apple, Google & OpenAI

Mon, 08 Dec 2025 13:00:00 -0000

The battle to analyze your health data has arguably never been fiercer. The Apple (AAPL) Watch has sold tens of millions of units, all of which are collecting health data. Whoop is eyeing an IPO. Not to mention, there are an array of other major players in the wearables space, such as Samsung (005930.KS) and Garmin (GRMN). Does there need to be one winner, though, as the longevity industry continues to grow in size? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Oura Health CEO Tom Hale. Oura — the maker of the popular health tracking ring — is fresh off raising $900 million from a series of investors. The proceeds are being earmarked for international expansion, and perhaps a foray into payments. Hale shares his ultimate vision for Oura Health, what he has learned about leadership three years into being CEO, and the dos and don'ts of health tracking.

Megaphone Podcast Copy TemplateYahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.
Summarize this data Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.
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Driverless 18-wheelers may reach your street sooner than you think

Sat, 06 Dec 2025 13:00:00 -0000

The driverless car race is well underway. While Waymo is seen as having a leadership position, Tesla (TSLA) CEO Elon Musk is aiming for robotaxi debuts likely in 2026. Thus far, the race to bring autonomous trucks to life to address driver shortages is a bit more open. Aurora Innovation (AUR) is seen as the leader at this juncture and is backed by Uber (UBER), boasting key partnerships with Paccar (PCAR), Nvidia (NVDA), and Volvo (VOLCAR-B.ST). The company has successfully debuted driverless commercial trucks on select routes in Texas, with plans to expand to more routes in 2026. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Aurora Innovation co-founder and Chris Urmson. Urmson led Google's (GOOG) driverless technology unit for several years, which ultimately became Waymo. He shares his vision for Aurora Innovation, the 2026 product roadmap, and why autonomous technology is needed for commercial trucks.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why consumers are paying more for lower-quality goods

Mon, 01 Dec 2025 13:00:00 -0000

The apparel retail industry has experienced its share of ups and downs this year. A focus by the Trump administration on tariffs has raised supply chain costs for most apparel manufacturers. In turn, those manufacturers have passed on price increases to shoppers. Consumers have responded by delaying purchases for deals or forgoing them altogether. The more positive end of the spectrum remains the high-end luxury space. The sector is selling higher-priced goods to consumers, allowing them to sit on another year of wealth gains through the stock market. Still, not everyone is winning. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Mackage CEO Tanya Golesic. Mackage was founded in Montreal, Canada, in 1999 by Eran Elfassy. Today, the luxury brand is led by former executives from Jimmy Choo and Ralph Lauren, including Tanya Golesic. Golesic has expanded distribution while staying true to the brand’s luxury athletic DNA. She shares what has defined the brand’s year, her career, and what’s on tap for 2026.

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How Hilton’s CEO built a global hotel empire

Sat, 29 Nov 2025 14:00:00 -0000

Spotting a legendary CEO amid a sea of titans. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Hilton (HLT) CEO Chris Nassetta. Nassetta is one of Corporate America's longest-serving CEOs, having assumed the top position in 2007 after leadership positions at Host Hotels. He has managed through a host of major hotel industry challenges ranging from the aftermath of the Great Financial Crisis to the COVID-19 pandemic. Through it all, Nassetta has helped to significantly grow Hilton around the world. Today, it operates more than 9,000 hotels spanning 25 brands. Nassetta shares what’s next in the storied Hilton story, and how long he plans to stay leading the company.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why everyone got bitcoin wrong, according to Coinbase

Mon, 24 Nov 2025 13:00:00 -0000

Just like that, the crypto bears have resurfaced. The fall has brought a bear market for bitcoin and other cryptocurrencies. Experts cite a range of factors. For one, the Fed's lack of enthusiasm for a December rate cut has reduced investors' risk appetite. Crypto is still one of the riskiest assets in the game. And two, a questionable presidential pardon of Binance founder Changpeng Zhao has cast new scrutiny on the cast of characters continuing to linger in the crypto space. How long will the bear market continue? Have institutions lost interest in crypto after a year of significant upside catalysts? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Coinbase (COIN) head of institutional strategy John D’Agostino. D’Agostini takes Sozzi inside the latest thinking of institutions on crypto and stock, and what 2026 may hold for the industry.

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The biggest investing risk? Not investing!

Mon, 17 Nov 2025 13:08:00 -0000

With more than $2.1 trillion in assets under management, BNY (BNY) remains one of the heavyweights in the financial services industry. It also has the distinction of being America’s oldest bank! As one might imagine with such a distinction, BNY has witnessed a range of market cycles and new technologies over the decades. Keeping the company at the leading edge of industry changes today, such as AI and cryptocurrency, will require nimble management and an unwavering focus on clients. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Jose Minaya, Global Head of BNY Investments. Minaya stock his personal story from growing up in New York and his investment philosophy. He breaks down how BNY is spending on AI and the impact it will have on the future of investing.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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The surprising sector shielded from government shutdowns

Mon, 10 Nov 2025 13:00:00 -0000

Keeping the United States safe comes with its share of investment opportunities for the financial services industry. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Capitol Meridian Partners co-founder Brooke Coburn. Coburn was a founding member of the tech, media, and telecom practice at private equity powerhouse The Carlyle Group. Coburn co-founded Capitol Meridian Partners in 2021 with longtime colleague Adam Palmer. Meridian aims to invest in companies across the defense industry, from aerospace players to those developing government software. Coburn shares his investment philosophy as the sector sees renewed interest amid investments by the Trump administration.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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How the Savannah Bananas turned absurd baseball into big business

Sat, 08 Nov 2025 14:00:00 -0000

Doing the game of baseball differently. Think an 11-rule system, one of them being that if a player bunts, they are automatically out. If a fan catches a ball, the player is out. All-in-ticket pricing means that food and your seat are included in one price. Players dancing out of the blue in the outfield. A person pitching while being on stilts. A two-hour time limit for the game. If you think this all sounds ridiculous, you are right — the thing is, it's being done already! Enter the Savannah Bananas, an independent baseball team founded officially in 2016 by Jesse Cole. The Bananas have gone from a sports sideshow to the real deal, filling out stadiums reserved for pro teams and appearing on ESPN. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with founder and owner Jesse Cole. Coles shares why he views Walt Disney as one of his ultimate business inspirations and how he got a business like the Bananas off the ground in a competitive sporting arena. Cole also details what’s next for his company after a transformational 2025.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Wikipedia's founder explains social media's trust problem

Mon, 03 Nov 2025 13:00:00 -0000

Wikipedia has something in common with your local electric plant: both are utilities that are protected in their own right. Wikipedia was founded in 2001 by Jimmy Wales and Larry Sanger. Since then, the site has operated as a nonprofit, with posts on people, places, and things edited by volunteers. Wikipedia, the online encyclopedia, attracts billions of visits every month and has also increasingly come under attack for alleged left-leaning bias, as seen in comments from billionaire Tesla founder Elon Musk. So what does the future hold for this digital utility in the new norm of political backlash and AI proliferation? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Wikipedia co-founder Jimmy Wales, who is out soon with a new book called The 7 Rules of Trust. Wales takes Sozzi inside the founding of Wikipedia and how he views the platform’s place in society today — and into the future.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Royal Caribbean’s longtime CEO on the next big wave in cruising

Sat, 01 Nov 2025 13:00:00 -0000

One of the longest-serving CEOs in Corporate America is embarking on retirement, but not without imparting some wisdom to the next generation of leaders. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with former Royal Caribbean (RCL) CEO Richard Fain, who is out with a new book called ‘Delivering the WOW.' Fain served as the CEO of Royal Caribbean for 33 years, stepping aside in 2022. Fain helped grow Royal Caribbean into the world’s most valuable cruise line operator by building ever larger ships and doubling down on customer service. He also led the company through the COVID-19 pandemic, a historic time for the cruise industry that saw operations come to a sudden halt for an extended period. Fain shares his secrets to business success and reveals his predictions for the future of the cruise industry.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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How HYROX built $100M business with no outside funding

Wed, 29 Oct 2025 13:16:00 -0000

The business of pushing your physical max is lucrative. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with HYROX co-founder and CEO Christian Toetzke. HYROX was co-founded by Toetzke in 2017 and has grown rapidly ever since. The fitness competition isn’t for the week of mind and heart, and will test one’s endurance. That’s likely why alphas and the average Joe have taken to the sport to test themselves to the max. This year, the fitness competition will have 83 events that welcome 650,000-plus athletes. The events are held in 11 countries, and the company is on pace to post $140 million in sales. Toetzke takes Sozzi inside the HYROX business and looks at what may be next for the fitness brand.

Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Only 10% enjoy shopping for clothes — Stitch Fix wants to change that

Mon, 27 Oct 2025 12:17:00 -0000

Retail turnarounds aren’t easy. That’s especially the case now as the Trump administration tariffs weigh on apparel margins and consumer sentiment. Can one be pulled off successfully against this uncertain backdrop? Yahoo Finance Executive Editor Brian Sozzi discusses the Opening Bid Unfiltered podcast with Stitch Fix (SFIX) CEO Matt Baer. Baer joined Stitch Fix in June 2023, after spending time in e-commerce leadership positions at Macy’s and Walmart. He arrived at a company with numerous challenges, including a bleeding market share, a recently ousted CEO, and poor employee morale after a material restructuring. Baer has leaned into technology to lay the groundwork for better days at Stitch Fix, such as AI stylist assistants and soon style visualization tools. While business trends have improved, Stitch Fix has a long way to go to reclaim the stock’s 85% value loss over the past five years.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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The race to build the next trillion dollar company

Sat, 25 Oct 2025 13:00:00 -0000

They were private companies before the hot 2025 class of IPOs like CoreWeave (CRWV) and Gemini (GEMI) came to market. These companies had leaders who had to raise capital to fuel their growth ambitions on what they believed to be bold industry opportunities. Much of that capital that flows into private companies comes from the coffers of venture capitalists who aren’t afraid of making big bets on upstarts. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with one of those risk-takers, M13 co-founder and partner Carter Reum. M13 has invested in over 200 companies with 52 exits and 15 unicorns like Coinbase (COIN), Lyft (LYFT), and ClassPass. The company boasts more than $1.3 billion in assets under management. Reum shares his perspective on a red-hot year for markets and where asset prices may be headed next. He highlights several key investing trends he is leaning into with his firm’s capital.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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The truth about bubbles, FOMO, and why stock valuations defy logic

Wed, 22 Oct 2025 19:00:00 -0000

Ever wonder about the psychology driving the economy and stock market? Why do investors embrace weak companies? Why do inventors ignore some strong companies? What triggers the start of asset price bubbles, and what causes them to end badly? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with behavioral economist and co-author of the new book "The Winner’s Curse: Behavioral Economics Anomalies, Then & Now," Richard Thaler. Thaler has studied behavioral economics for over 40 years, winning the 2017 Nobel Prize in Economics for his work. The book explores economic puzzles found in markets, from the love of retail investors of meme stocks to the yawning popularity of cryptocurrency.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why Coach's former CEO says America's future depends on immigrants.

Mon, 20 Oct 2025 12:00:00 -0000

Before it was known as Tapestry (TPR) and an owner of the Coach and Kate Spade Brands, Coach was just Coach — maker of handbags and accessories that dominated mall racks. But like with every retailer in business for decades, Coach has stories to tell. Yahoo Finance Executive Editor Brian Sozzi sits on the Opening Bid Unfiltered podcast with former longtime Coach CEO Lew Frankfort. Frankfort is out with a new memoir called Bag Man: The Story Behind the Improbable Rise of Coach. The book takes readers inside the history of the accessories maker founded in New York City in 1941. Frankfurt joined the company in 1979 with no background in the fashion industry. By 1985, he was the president of Coach, CEO by 1995, and then led the company’s IPO on the New York Stock Exchange in 2000. He departed Coach as CEO in January 2014, but has stayed close to the company and the broader retail industry. Frankfort shares his journey through the C-suite and the lessons he learned along the way.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why AI stocks stay sexy

Sat, 18 Oct 2025 12:00:00 -0000

It has been another money-making year for investors by and large. Crypto prices are near records, AI-exposed stocks continue to perform well, and Wall Street strategists have begun to come out more bullish for 2026 amid expectations for rate cuts. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with BlackRock’s chief investment and portfolio strategist for the Americas, Gargi Chaudhuri. Chaudhuri thinks investor portfolios are even riskier because of shifts in the foundational relationships between stocks and bonds. Despite more elevated valuations for stocks and expectations for slowing US economic growth, Chaudhuri still leans toward favoring growth stocks like those in the AI space. The veteran strategist also recommends having an allocation in digital assets such as crypto.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Starbucks CEO reveals secret AI barista that predicts your order

Thu, 16 Oct 2025 12:00:00 -0000

Bringing a restaurant industry icon back to a fully caffeinated status. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Starbucks (SBUX) CEO Brian Niccol from Salesforce’s annual Dreamforce event. Niccol passed his one-year mark as CEO in September, and it has been a wild ride to say the very least. The company is closing underperforming restaurants, remodeling more than 1,000, has revamped the menu to include protein-infused coffee, and is knee deep in overhauling the mobile ordering tech platform. Niccol has been forced to make tough calls on employees and is undergoing a review of the Chinese business while also navigating a challenging spending backdrop at restaurants. Niccol shares where he thinks Starbucks is in the turnaround and measures he is taking to revitalize the coffee giant.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Okta’s CEO on the hidden dangers of AI agents in the workplace

Wed, 15 Oct 2025 12:00:00 -0000

AI development is moving at lightning-fast speeds. Agents are spreading inside companies as executives seek to increase productivity from workers and save money. However, the issue now rising to the forefront is the risks to companies from the spread of AI. Think bad actors taking control of a company’s agents to wreak havoc on customers! Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Okta (OKTA) co-founder and CEO Todd McKinnon at Salesforce’s (CRM) annual Dreamforce event in San Francisco. Okta has hit its stride after earlier post IPO missteps, and is winning new business from companies looking to protect their tech infrastructure. McKinnon shares his perspective on the AI moment, risks, and what lies ahead for Okta. He also peels back the onion on his own leadership journey.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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From wildfire relief to funding food: Inside the business of GoFundMe

Mon, 13 Oct 2025 12:00:00 -0000

In times of need, families often rely on GoFundMe to cover expenses ranging from burial costs for a loved one to helping to rebuild a burned-down home. GoFundMe has become the go-to destination in this regard. Yahoo Finance Executive Editor Brian Sozzi discusses the Opening Bid Unfiltered podcast with GoFundMe CEO Tim Cadogan. Cadogan spent years as a search and rescue volunteer and a top tech executive before taking on the role of GoFundMe CEO in early 2020. Since assuming the top spot, the online donation platform continues to help raise large sums of money for those in urgent need. Cadogan shares his ultimate vision for the platform, who he leans on for advice during challenging periods, and how the platform performs in 2025.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Jim Cramer on building wealth, stock market lessons, and bold predictions

Mon, 06 Oct 2025 12:00:00 -0000

Few have championed the need for people to invest in individual stocks like Jim Cramer. The former hedge fund manager essentially created the financial commentary world after leaving the hedge fund world. His goal since those early days: demystify the world of investing for the average investor. Cramer founded legendary business publication TheStreet.com in 1996 and went toe to toe with MarketWatch in the early 2000s to provide investing analysis to the growing masses interested in investing. He has been on TV consistently with his popular investing show, Mad Money, for over 20 years. Despite his many achievements, Cramer isn’t resting on his laurels. He is back with his 8th book on investing, How to Make Money in Any Market. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Cramer about his new book, which champions the need for people to buy stocks to build immense wealth. He also shares his views on some of the hottest stocks today, such as Nvidia (NVDA) and Oracle (ORCL). As a bonus, Cramer and Sozzi also reflect on their time working together at TheStreet, an institution in financial media where Sozzi got his start because of Cramer.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Costs of youth sports pressure on families

Mon, 29 Sep 2025 12:00:00 -0000

Suffice it to say, there is a lot of money floating around sports nowadays. Eye-popping contracts for star players. Opportunities for college students to earn money by doing their best in the field. Money-making opportunities from social media platforms. However, to earn these dollars, an athlete must be fostered and nurtured at a young age. The strive to be the next big thing in sports could cause parents to head down the wrong coaching path with their kids. It could also cause kids to look for shortcuts in their training. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with sportscaster and former NFL tight end Greg Olsen. Olsen shares the personal story behind his launch of Youth Inc. The digital platform provides resources to parents and youth athletes on everything from nutrition to handling the game's stress.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Inside Revlon's comeback after bankruptcy

Mon, 22 Sep 2025 12:00:00 -0000

In the world of cosmetics, few companies are as well-known as Revlon. Founded in 1932, Revlon continues to be a significant force in the ever-changing world of cosmetics. However, the company has seen its ups and downs in recent decades. The cosmetics industry has evolved into one heavily driven by celebrities like Kylie Jenner and popular names on TikTok's social platform. At the same time, Revlon’s 2016 acquisition of Elizabeth Arden saddled it with so much debt that it entered bankruptcy in 2022. The company emerged from bankruptcy in 2023 with far less debt and a more streamlined business. Enter Revlon CEO Michelle Peluso. The former CVS Health (CVS) and IBM (IBM) exec — and current Nike (NKE) board member — joined Revlon in late 2024 to take the company into its next chapter. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Revlon CEO Michelle Peluso to see what she is working on and the outlook for the cosmetics business.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Zscaler CEO warns that AI could spark new cyberattacks

Mon, 15 Sep 2025 12:00:00 -0000

The talk of the past year in tech has centered on what’s coming next for AI. From digital agents to powerful new models, there has been much to discuss and a ton of change. At the same time, one would be crazy to discount the impact of AI; equally important as this is the companies working on technology to protect themselves from their creations.Enter cybersecurity player Zscaler (ZS), led by founder and CEO Jay Chaudry. Chaudry has one of the hottest tech stocks of the past five years — up close to 100% — amid strong demand for security projects. Chaudry is now doubling down on the business, spending nearly $700 million to buy Red Canary to branch out into additional defense services. The move makes perfect sense as cyber threats continue to accelerate aggressively.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Inside eBay’s rebirth 30 years after its founding

Mon, 08 Sep 2025 12:00:00 -0000

You may not be able to guess this tech icon going through a rebirth, but here are a few clues. Yahoo Finance data shows this company’s stock trading on a forward P/E ratio of 15.9 times. That’s a discount to the S&P 500’s 22 times multiple. Second, the company was founded on September 3, 1995. So we are coming up on a public company birthday of sorts. And lastly, it has seen 10 straight quarters of double-digit sales gains in its collectibles business — powered by demand for sports cards and Pokémon cards. You are not getting this, so we will give you the company: eBay (EBAY)! We have been pleasantly surprised by the company’s financial results this year. Margins have improved, and sources tell me the business is moving beyond an inflection point. So is it time to play this old tech name into year-end? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with eBay CEO Jamie Iannone about the company’s reinvention and what’s next!

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Liberty Media chair John Malone: Big tech may dominate TV

Mon, 01 Sep 2025 12:00:00 -0000

The media industry has never had a shortage of big-name personalities. Swashbucklers, if you will, are always ready to spend big money on a potential hot film or a prized acquisition. One of the media industry’s legends is Liberty Media's John Malone. From the 1970s to the 1990s, Malone built up cable TV outfit TCI through key deals and aggressive expansion. He sold it to AT&T (T) for over $50 billion in 1999. Malone is the man behind Liberty Media (LLYVA, FWONA), a media conglomerate whose crown jewel is Formula One. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Liberty Media chair John Malone. Malone is out with a new book, Born to be Wired. It’s an intimate look into the man behind the media headlines. How he became known as the ‘cable cowboy' and is now one of the dominant forces in the business of Formula One.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Chipotle faces wary diners, tech push, big menu bets

Mon, 18 Aug 2025 12:05:00 -0000

Chipotle (CMG) has only known high growth over the past decade. High growth in terms of new store openings, sales, and earnings. That’s primarily because of the company’s generous portion sizes and messaging of healthier ingredients to increasingly health-conscious consumers. But now, the argument could be made that Chipotle is heading into an interesting five-year period. The company is adding new technology to its restaurants to drive efficiency. It's expanding into new countries such as Mexico. And it’s picking up the pace of new menu offerings. All of this comes as new fast casual restaurant concepts sprout in Chipotle’s backyard. Consumers continue to be cautious about eating out as menu prices have risen. Yahoo Finance Executive Editor Brian Sozzi discusses the Opening Bid Unfiltered podcast with Chipotle CEO Scott Boatwright. Boatwright has settled into the Chipotle CEO job and will be tasked with driving the company forward in this critical period.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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What makes wellness brands go from viral to billion-dollar

Mon, 11 Aug 2025 11:00:00 -0000

What does turning a wellness trend into a $1 billion brand take? Yahoo Finance Executive Editor Brian Sozzi gets the answer from SC Holdings co-founder Jason Stein in this episode of Opening Bid Unfiltered. Stein reveals the data-driven playbook behind AG1’s explosive growth, the future of wearable recovery tech with Hyperice and Nike (NKE), and why youth sports could be the next $40 billion investment frontier. From IPO potential to M&A strategy, he shares insights every growth-focused investor needs to hear.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Where this billionaire is betting big next

Mon, 04 Aug 2025 11:00:00 -0000

There is being a winner in one’s business career, and then there is Ted Leonsis — arguably one of the most successful business people of the past 20 years. The former top tech and AOL executive has parlayed his success in the C-suite into being a dominant force in the world of sports. He owns Capital One Arena, which is undergoing a nearly $1 billion tech-led renovation. He purchased the WNBA’s Washington Mystics for $10 million in 2005, well before the surge in popularity in the league. He bought the NBA’s Washington Wizards for $310 million 2010, a fraction of what major sports teams are going for today. He purchased the NHL’s Washington Capitals in 1999 for $200 million. So what’s next for Leonsis? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Leonsis about the business of sports and what opportunities he sees ahead. Leonsis had been rumored to have interest in buying the MLB’s Washington Nationals, for example.

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Why the Trump economy hasn’t plunged into recession…yet

Mon, 28 Jul 2025 14:42:00 -0000

Midway through 2025, the economy finds itself in a fascinating position. Despite considerable Trump tariff uncertainty and sticky inflation, the US economy continues to expand. The job market is staying solid. Corporate America, as seen by earnings results from Delta (DAL), Levi Strauss (LEVI), and JPMorgan Chase (JPM), is performing well on the top and bottom lines. And profit outlooks haven’t been too shabby, either. But that doesn’t mean smooth sailing for the economy into year-end. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Apollo chief economist Torsten Sløk. Several months ago, Slok didn’t rule out a US recession in part because of Trump's tariffs. Meanwhile, the perception of a non-independent Federal Reserve when Trump announces Jerome Powell’s successor could harm the economy and markets. Sløk shares his perspective on these pressing issues for investors and how dynamics may unfold in the economy as we look forward to 2026.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why Nextdoor is having a founder-led re-founding moment

Mon, 21 Jul 2025 12:00:00 -0000

Digital turnarounds take time, and are not guaranteed in a world where Google (GOOGL, GOOG) is dropping AI summaries on the web, Meta's (META) Mark Zuckerberg is spending hundreds of millions of dollars to attract top AI talent, and OpenAI (OPAI.PVT) is upending how the very internet works. Still, many digital founders hope for the best when trying to bring a meandering platform back to life. Yahoo Finance Executive Editor Brian Sozzi discusses the Opening Bid Unfiltered podcast with Nextdoor (KIND) co-founder and CEO Nirav Tolia. Tolia co-founded Nextdoor in 2008 and led the company until 2018, when he reportedly left over a board disagreement regarding an acquisition. He returned to the company as CEO in May 2024, finding a social media platform struggling to grow, a weak product, and a sliding market cap. Tolia has since aimed to refocus the organization on the user experience, with initial signs of success in increasing weekly average users. But he concedes the turnaround has a long way to go, and investors are unsure what a complete turnaround will look like. Nextdoor’s market cap has dwindled from $4.3 billion during its SPAC IPO in 2021 to $636 million. Tolia dives deep into his turnaround strategy for Nextdoor, the decision to return as CEO, and what’s next for the digital platform.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Why Reebok’s founder is taking on the new footwear trade war

Mon, 14 Jul 2025 12:00:00 -0000

Reebok co-founder Joe Foster and young entrepreneur Ben Weiss are looking to disrupt the status quo in the footwear industry by creating the Syntilay brand. The footwear brand began making AI-created sneakers earlier this year with no sizes and a $150 price tag, and is attempting to use its learnings to scale up its business model. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Reebok co-founder Joe Foster and Syntilay CEO Ben Weiss. Foster co-founded Reebok in 1958 and exited the business in 1991. That’s after a stretch creating some of the world’s pre-eminent running sneakers, going toe to toe with the likes of Nike (NKE) and Adidas (ADS.DE). Reebok found initial success in female aerobic gyms following its shoes being worn by Jane Fonda. In the years since Foster’s exit, Adidas purchased Reebok for $3.8 billion and sold it to Authentic Brands Group for $2.5 billion in 2022 after years of underperformance. Today, the brand is aiming to reestablish itself in the basketball sneaker market amid the backing of NBA greats Allen Iverson and Shaquille O’Neal.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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US debt surge: CEO of the world’s largest sovereign wealth fund weighs in

Mon, 07 Jul 2025 11:00:00 -0000

The Trump administration is still reportedly keen on starting a sovereign wealth fund. But details have been scant since initial news hit the public in early February. Even if a US sovereign wealth fund gets developed, it will have a hard time amassing the size of Norway’s. Norway has the largest sovereign wealth fund in the world with more than $1.8 trillion in investments spanning stocks, fixed income and real estate. It owns close to 9,000 stocks. Looked at another way, Norway’s sovereign wealth fund owns almost 1.5% of all shares in the world’s listed companies. Some well known holdings include Tesla (TSLA), Nvidia (NVDA), Google (GOOG), among many others. In charge of managing this fund - which was established in 1990 to diversify from Norway’s oil revenue – is Norges Investment Management CEO Nicolai Tangen. Tangen joined as CEO in September 2020 after a successful run as a top hedge fund manager. He gained another five year term as CEO earlier this year, extending his run atop the fund at least until 2030. Yahoo Finance executive editor Brian Sozzi talks on the Opening Bid podcast with Tangen about how he invests and what’s next for markets. Tangen is also the host of the In Good Company podcast, where he interviews other CEOs usually of companies the fund is invested in. Some headline grabbing interviews have included with Twitter founder and Block (XYZ) CEO Jack Dorsey, Tesla CEO Elon Musk, and Elliot Management founder Paul Singer. Listen on your favorite podcast platform or watch on our website for full episodes of Opening Bid Unfiltered.

Langston Sessoms produces Yahoo Finance's Opening Bid Unfiltered

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Inside the pre-July 4 stock market melt-up

Mon, 30 Jun 2025 11:45:00 -0000

In case you missed it, summer is here, judging by the extreme heat gripping the United States. While many power players on Wall Street often use the summer months to hang out on their gas-guzzling yachts or to go on lavish vacations to faraway lands, we are doing anything but here at Yahoo Finance!

Why these extreme measures? This will be a volatile few months for the markets, and we want you prepared! For one, geopolitical risk is front and center as President Trump, Iran, and Israel tango. A tariff deadline looms on July 9, as does Trump’s big beautiful bill on July 4. The Federal Reserve may or may not have to move on rates. And the economy has slowed.

To that end, we want to highlight some of the most actionable points from our recent chats on Opening Bid Unfiltered. Consider this your guide to understanding the economy and the reasons for the market’s pre-July 4th melt-up.

Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms

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Ochocinco lived at work, Diplo sells his catalog

Mon, 23 Jun 2025 11:30:00 -0000

Some celebrities are as savvy with their money as a typical Wall Street money manager. The only difference is that oftentimes these celebrities have more money than the money manager! Two examples of financial savviness come from NFL great Chad Ochocinco and renowned DJ and producer Diplo. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid podcast from Cannes Lions with both celebrities about how they manage their money and why. Ochocinco — a former star wide receiver for the Cincinnati Bengals — says he slept in his team’s training facility for two years to save money. Diplo says he has sold 75% of his music catalog to fund investments elsewhere.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms.

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Candle Media’s CEO unpacks Disney’s next chapter

Fri, 20 Jun 2025 12:00:00 -0000

The media industry is undergoing a significant moment of distress. Predicting what’s coming up is easier said than done, even for top executives. But that doesn’t stop folks from trying! Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid podcast from the Spotify Beach house at the annual Cannes Lions advertising and media conference with Candle Media CEO Kevin Mayer. Mayer spent 25 years as a top Disney executive and was seen as a potential successor to CEO Bob Iger. Mayer weighs in on the future of Disney (DIS), who may succeed Iger, and why Disney may not sell its TV business. Mayer also shared his thoughts on the crumbling legacy TV industry, which has seen streamers like Netflix (NFLX) and Amazon (AMZN) trigger breakups at Comcast (CMCSA) and Warner Bros. (WBD https://finance.yahoo.com...). Candle Media is also behind the children’s program Cocomelon — Mayer discusses what’s next for the popular brand.

Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Here’s the next big investing theme in the Trump economy

Wed, 18 Jun 2025 12:00:00 -0000

It could be a pressure cooker of a summer for the US economy, and not because of the warmer weather. Tariffs from the Trump administration don’t appear to be going anywhere anytime soon, forcing businesses to raise consumer prices and delay key projects. At the same time, the Federal Reserve is in no hurry to cut interest rates amid stagflation fears. Economic data has also weakened, with the latest evidence being the employment readings from the last three months. Yahoo Finance Executive EditorBrian Sozzi talks on the Opening Bid podcast with the deputy head of BlackRock’s portfolio management group, Mike Pyle. Pyle has spent considerable time in top economic adviser roles in the White House administrations of both Biden and Obama. Before rejoining BlackRock in the fall of 2024, Pyle led former President Joe Biden’s international economic policy efforts. He was Biden’s ‘sherpa', leading key economic negotiations with the G7, G20, and APEC. Pyle reveals his latest outlooks on the economy and markets with Sozzi and his biggest concerns as Trump tariffs begin to take root inside corporate America.

Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned.

Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/.

Thoughts? Questions? Fan mail? Please email us at tradertalk@yahooinc.com.

Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms.

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General Catalyst CEO: An AI driven power crisis lurks

Mon, 16 Jun 2025 12:00:00 -0000

The often hard-charging venture capital industry hasn’t been immune to the economic uncertainty that has hung over markets this year. There were 79 venture capital transactions surpassing the $100-million mark in the first quarter, down from 90 in the fourth quarter of 2024, according to data from EY. Deal volume also inched lower. Information technology continued to dominate venture capital deals – EY’s data shows that IT represented 74% of investment, accounting for seven of the top 10 deals, as investors stayed focused on companies with significant AI opportunities. Brian Sozzi welcomes to the Opening Bid mic General Catalyst CEO Hemant Taneja. General Catalyst is one of the world’s pre-eminent venture capital firms. The company counts itself as an early backer of big names in tech such as Airbnb (ABNB), Circle (CRCL), Stripe (STRI.PVT), Canva, Anduril Industries (ANIN.PVT), and GitLab (GTLB). In May, the company said it invested in 17 growth rounds and 9 seed rounds. Taneja has been with the company for more than 23 years, including nearly five as CEO. He reveals some of his biggest investment themes and takes people inside he is telling the many founders he advises.

Megaphone Podcast Copy Template ShareAsk GeminiFileEditViewInsertFormatDataToolsExtensionsHelp $%123 Default (Arial) Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
Summarize this table Davos '25Opening Bid PODTrader Talk PODLNSF PODWealth LIVEAwards 2024Warrior MoneyCap Gains PODYF SPORTS REPORT PODMGU PODInvest 2024Stocks in Translation PODFinancial Freestyle PODMorning Brief LIVECatalysts LIVEMarket Domination LIVEOT: Market Domination LIVE~EX PODCAST MP~EX LIVE MPDecoding RetirementElection SpecialYahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms
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Private equity hit by deal slump as trade fears rise

Fri, 13 Jun 2025 12:00:00 -0000

The year has turned a bit south for those heavy hitters in the private equity industry as Trump trade turmoil ratchets up angst with companies and top leaders. The value of global buyout deals in the second quarter of this year is poised to drop by 16% compared to the first quarter, according to a new report from consultancy Bain. For the first time in a decade, no buyout fund closed in the first quarter raised more than $5 billion, the report found. Across alternative asset classes, demand now outstrips supply by three times – making it the largest imbalance dating back to 2011. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Permira co-CEO Brian Ruder. Permira is a major player in the private equity industry, with a specialty in the consumer and technology spaces. Since being founded in 1985, it has put more than $80 billion of capital to work on deals. Some of its most headline-grabbing plays have been an early stake in Klarna (KLAR.PVT) in 2015 and a deal last year to purchase Squarespace for $6.9 billion. The company boasts 80 companies as part of its investment portfolio. Ruder shares with Sozzi how Permira is navigating the more challenging backdrop for the private equity industry in terms of doing deals to exiting prior ones.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Roblox CEO reveals plan to boost profits via simulations

Wed, 11 Jun 2025 12:00:00 -0000

Charting a path toward domination of the digital universe. Roblox is fresh off a better-than-expected first quarter as it gained traction in new gaming genres such as racing and sports amongst children over the age of 13. Sales, daily active users, and bookings all increased by double-digit percentages. Sales clocked in at $1.03 billion, up 29% from the prior year. Bookings—a measure of in-game currency sales—gained 31% to $1.2 billion. Average daily users improved 26% to 97.8 million. Total hours of engagement on the platform increased 30% to 21.7 billion. Roblox (RBLX) had a really strong Q1, with revenue, bookings, and daily active users all up by double digits compared to the same quarter last year. For the full year, Roblox sees revenue of $4.3 billion to $4.365 billion, up about 19.5% year over year. Adjusted operating profits are forecast between $205 million and $265 million. At the midpoint, it would equate to adjusted operating profit growth of about 28%. The strong start to the year has pushed Roblox shares to a 52-week high. Shares are up 165% over the past year. So what’s next for Roblox? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid podcast with Roblox founder and CEO Dave Baszucki. Baszucki shares his plans to simulate reality at scale, improve a fledgling advertising business, and take more market share away from traditional video games. He also pushes back on the notion that Roblox isn’t safe for children.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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US consumers are cautious but still spending: Visa economist

Mon, 09 Jun 2025 12:00:00 -0000

The US economy is showing mixed trends at best as the Trump administration continues to overhaul the global trading system. First quarter GDP fell 0.3%, but is expected to bounce back slightly in the second quarter. Consumer confidence has been on a downtrend. And the world’s biggest consumer companies, including Walmart, Target, and Starbucks, have warned about sluggish spending trends by households. On the flip side, the stock market has recovered from the Liberation Day lows, which has helped to support sentiment among some households. So, where is the economy headed next, given the whirlwind of factors it’s facing? Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid podcast with Visa Chief Economist Wayne Best. Best is an economics veteran, armed with everything from insights on consumer spending from Visa (V) card swipes to the impact on the economy from the wealth effect of higher stock prices. Sozzi and Best discuss the economy’s biggest challenges and potential surprises.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market

Fri, 06 Jun 2025 12:12:00 -0000

Wild movements in the bond market have been one of the biggest stories on Wall Street in 2025. In part, the climb in yields on US debt has reflected rising concerns about the country’s fiscal position. Those worries have now been compounded by a new Trump tax bill that promises to add trillions to the US’s already bloated deficit. While professionals say investors haven’t lost trust in the US’s ability to honor its debt, they will continue to demand higher yields to compensate for the rising risk. That could have major ramifications in markets for everything from the demand for Nvidia’s (NVDA) stock to housing. Yahoo Finance executive editor Brian Sozzi talks on the Opening Bid podcast with BlackRock (BLK) Global Chief Investment Officer of Fixed Income Rick Rieder, one of the top minds in the bond market. Rieder reveals his latest thinking on fixed income as he manages $2.7 trillion in assets at BlackRock. Rieder also weighs in on the outlook for stocks in the face of what could be higher interest rates for longer from the Federal Reserve.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Qualcomm CEO on AI bets and surviving beyond Apple

Wed, 04 Jun 2025 11:45:00 -0000

What started 40 years ago as a company focused on "quality communications" by Irwin Jacobs has morphed into Qualcomm (QCOM) today. The company is one of the biggest players in the chip industry, supplying products to Apple (AAPL) to power its iPhone and to automakers to power their increasingly digital cockpits. The company's market cap stands at an impressive $163 billion. At the helm as CEO since 2021 is 30-year Qualcomm veteran Cristiano Amon, who started at the company as an engineer. Amon has been moving aggressively to diversify the business away from Apple into areas such as industrial applications and, more recently, data centers. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Amon to discuss the next 40 years for Qualcomm. Amon is fresh off a trip to Saudi Arabia, joining President Donald Trump and other top tech executives. Amon secured a key memorandum of understanding to help Saudi Arabia build out AI data centers. Sozzi and Amon discuss the trip and what greater trade tensions mean for Qualcomm's important China business. Last year, China represented 46% of Qualcomm's sales.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Have Trump tariffs guaranteed a stock walloping recession?

Mon, 02 Jun 2025 12:00:00 -0000

Nothing lasts forever. And that old adage apparently applies to the once untouchable US credit rating. The US has lost its last triple-A credit rating, thanks to Moody’s. Moody’s downgraded the US credit rating, blaming large fiscal deficits and rising interest costs. To longtime watchers of the country’s fiscal position, the move by Moody’s comes as no surprise. Deficits have ballooned amid decades of government overspending. The issue stands to worsen in coming years as baby boomers retire and put pressure on entitlement programs such as Social Security and Medicare. While somewhat symbolic at this point, the action of Moody’s could have negative consequences for the US Treasury market as it calls into question the ability of the country to repay its debts at some point in the future. Yahoo Finance Executive Editor Brian Sozzi welcomes to the Opening Bid mic Brookings Institute vice president and director of economic studies Ben Harris. Harris is one of those aforementioned longtime watchers of the US government debt position. He was also a central player in the presidency of Joe Biden in terms of crafting detailed economic plans for the country. What does Harris think about the Trump administration’s handling of the economy? Sozzi and Harris discuss!

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Groq’s founder on why AI’s next big shift isn’t about Nvidia

Fri, 30 May 2025 12:00:00 -0000

The race to better compete with AI chip darling Nvidia (⁠NVDA⁠) is well underway. Enter Groq (⁠GROQ.PVT⁠). The company makes what it calls language processing units (LPUs). These LPUs are designed to make large language models run faster and more efficiently, unlike Nvidia GPUs that target training models. Groq’s last capital raise was in August 2024, when it raised $640 million from the likes of BlackRock (⁠BLK⁠) and Cisco (⁠CSCO⁠). The company’s valuation at the time stood at $2.8 billion, a fraction of Nvidia’s more than $3 trillion market cap. It currently clocks in at $3.5 billion,⁠ according to Yahoo Finance private markets data⁠. At the helm of Groq is founder and CEO Jonathan Ross. While at Google (⁠GOOG⁠), Ross designed the custom chips that the tech giant would go on to train its AI models on. Yahoo Finance Executive Editor⁠ Brian Sozzi⁠ sits down on the⁠ Opening Bid⁠ podcast with Ross to discuss his future plans for Groq. Ross is fresh off a trip with other key tech executives to Saudi Arabia, joining President Donald Trump in forging a deeper tech relationship with the country. Ross begins by sharing with Sozzi the conversations he had on the ground in Saudi Arabia.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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CSX CEO: The US economy is growing, but slowly

Wed, 28 May 2025 12:00:00 -0000

There is arguably no better economic indicator than following demand trends from the largest railroad operators in the United States. Railroads, such as Warren Buffett-owned Burlington Northern and rivals Union Pacific (UNP) and CSX (CSX), haul everything from car parts to steel to coal to food. Therefore, whether the economy is doing badly or well is often captured in the top and bottom lines of railroads, more so than in wonky, backward-looking economic data from the government. With tariffs from the Trump administration starting to weigh on the economy, investors would be wise to check in on railroad operating performance. That’s just what the Yahoo team has done. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with CSX Corp.'s Joe Hinrichs to discuss current business trends amid the Trump tariff war. Hinrichs has a very unique view of the tariff situation, as he was a long-time top executive at Ford tasked with running its global operations. Are railroads predicting a recession? Does Trump’s ‘Made in America’ focus spell opportunity for railroads long-term? Sozzi and Hinrichs dig in!

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Goldman tech chief says AI agents will be your next coworkers

Fri, 23 May 2025 12:00:00 -0000

One interesting call out from the latest earnings season is that big-time investments in AI continue despite signs the Trump administration’s tariff policy is weighing on the economy. Earnings results from AI leaders such as Nvidia (NVDA), Microsoft (MSFT), and Meta (META) all indicated aggressive spending on AI projects to support demand from customers. You wouldn’t necessarily put Goldman Sachs in the camp of big AI spenders – but you would be wrong not to do so. The investment bank is investing in generative AI across the company to speed up things such as deal analysis to mundane back-office tasks. Leading the charge on AI at Goldman Sachs is former Amazon AWS exec Marco Argenti. Yahoo Finance Executive Editor Brian Sozzi welcomes Argenti to the Opening Bid roundtable to discuss the work being done on the AI front by one of the most prominent investment banks in the world. Argenti says AI will increasingly be embedded into the work of Goldman’s 46,000 employees as it strives for operational efficiencies. The question is, will it make life easier for often overworked junior investment bankers, or are these pet AI projects that may have little return? Sozzi and Argenti dive in!

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Arkhouse targets big shakeup at Barry Diller's IAC

Wed, 21 May 2025 12:06:00 -0000

Activist investors such as Carl Icahn, Jeff Smith and Bill Ackman have long been known to be fearless. They lock in on a mismanaged, undervalued target and take executive teams and boards to task to drive shareholder value. Sometimes they are successful, sometimes not so much. But a new breed of activist investor is appearing nowadays, one more inclined to work with management and boards to achieve desired outcomes. Enter Arkhouse managing partner Gavriel Kahane, who led a campaign to buy struggling Macy’s (M) last year. Macy’s rejected his overtures much to the dismay of investors who have watched the stock plunge since. Kahane is back now with an effort to agitate for change at IAC (IAC), led by billionaire media mogul Barry Diller. Yahoo Finance executive editor Brian Sozzi talks on the Opening Bid podcast with Kahane about what he would like to see from Diller and IAC, and shares what may happen next at the media publisher. Kahane also doesn’t rule out taking another crack at buying Macy’s.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Could this be the next stock market shock?

Mon, 19 May 2025 12:00:00 -0000

Markets reacted as one would expect in the wake of the US–China trade agreement: with full-on cheerleading, despite a series of trade policy unknowns remaining. In fact, the S&P 500 (^GSPC) rose 0.7% last Tuesday and has now reversed its losses on the year, showing a slight increase, while the tech-heavy Nasdaq Composite (^IXIC) advanced 1.8% on Tuesday after entering a new bull market in the prior session. Additionally, the "Magnificent Seven" complex — Big Tech names with a lot of cash in Apple (AAPL), Microsoft (MSFT), Meta (META), Tesla (TSLA), Nvidia (NVDA), Amazon (AMZN), and Alphabet (GOOG, GOOGL) — were back leading the market higher in a clear show of renewed risk appetite. But will the uptrend stay intact?Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with veteran market strategist Adam Parker, founder of Trivariate Research. Parker was one of the early names on Wall Street to sound the alarm bells on stocks earlier this year amid tariff impact concerns. He also made a very correct call on the aforementioned Mag Seven stocks months ago before a swift sell-off. We discuss his next big calls and why they are his next big calls for clients. Parker is especially concerned about the outlook for corporate earnings.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Trump tariff 'tornado' still hunting markets: Former Medtronic CEO

Fri, 16 May 2025 12:13:00 -0000

There has been one common theme from Corporate America throughout the last two months as the Trump administration's trade war has taken hold: shot-calling CEOs have been frozen in their normally hard-charging tracks. CEOs have had to task deputies to uproot decades-old supply chains to avoid super-penalizing tariffs on US imports. At the same time, they have moved to talk down Wall Street earnings expectations for 2025 amid the chance of a US recession; many have opted to pull financial guidance altogether and not say when they will return to offering up clarity on finances. In short, 2025 is proving to be one of the most challenging years to be a CEO in the past decade outside of the COVID-19 pandemic.Yahoo Finance Executive Editor Brian Sozzi welcomes to the Opening Bid mic a C-suite insider in Bill George to get insight into what's next for leaders of public companies following a US–China trade thaw. George successfully led medical device player Medtronic for 10 years and has sat on the boards of Goldman Sachs (GS), Target (TGT), ExxonMobil, and Novartis (NVS).

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Tariff thaw is boosting stocks, but will it last?

Wed, 14 May 2025 12:01:00 -0000

he pros say the US–China tariff thaw is not a deal, but rather a thaw in the ordeal triggered by the Trump administration. Whatever it is, the stock market likes the fact that US tariffs on China will be going down to 30% from 145% for the next 90 days as US and China officials negotiate further.The verdict is out on several fronts, however. For one, tariffs are still in place on China, and there is no guarantee they will all be removed. There is also no guarantee that there won't be a renewed escalation. Two, the US economy has started to weaken in the face of considerable policy uncertainty, and experts are not ruling out a mild recession. What that means for Fed policy will likely dictate how stocks trade throughout the summer.Yahoo Finance Executive Editor Brian Sozzi welcomes former US Commerce Secretary Wilbur Ross to the Opening Bid roundtable. Ross served in the first Trump administration when the then first-time president enacted tariffs. He has also known Trump for decades, gaining keen insight into how he operates on delicate matters. What's next in the trade war for investors? If there's anyone who might have an educated guess, it's business mogul turned policy expert Ross.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why US-China tariff agreement isn’t super bullish for stocks

Mon, 12 May 2025 12:00:00 -0000

The bulls are back on Wall Street, with good reason. The US and China have agreed to ratchet down the tariff war for 90 days as each economy begins to feel the pressure of bruising penalties. After a weekend of meetings in Switzerland, the US will take reciprocal tariffs on China down to 10% from 125%. A separate tariff imposed by President Trump over what he says is China’s role in the fentanyl trade will stay intact. China will cut its retaliatory tariffs on US goods to 10% from 125%. Stocks soared on the news, the US dollar caught a strong bid, and defensive plays such as gold sold off. Investors will now be looking for two things to keep the bullish vibes going: first, that the two economic superpowers signal there is an opportunity to take tariffs down even further after the 90-day pause; and second, that the tariffs aren’t hammering the US economy. Yahoo Finance Executive Editor Brian Sozzi spoke with eToro global markets analyst Lale Akoner on Opening Bid for perspective on whether stocks will be back for the rest of the year or if this is just a headfake. Akoner also discusses top picks in what is now a significantly changed backdrop for investors.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Inside the billion-dollar blueprint for life after LeBron

Fri, 09 May 2025 12:00:00 -0000

Laying the groundwork for the post-LeBron playing career investment portfolio, Yahoo Finance executive editor Brian Sozzi welcomes Klutch Sports founder and CEO Rich Paul to the Opening Bid mic at the Milken Institute Global Conference. Paul is seen as one of the most powerful agents in the world of sports. His first big client was NBA great LeBron James. The two met in 2002 at the Akron-Canton Airport, where a young James was impressed by a jersey Paul was wearing. Numbers were exchanged, and the two stayed in close contact. Paul went on to found Klutch Sports in 2012 in Cleveland, with James becoming a client. Klutch Sports now represents more than 300 athletes and is responsible for inking more than $400 billion in contracts. Other big-name clients Paul represents include NBA star Draymond Green and NFL phenom Jalen Hurts. Talent agency UTA made an undisclosed investment in Klutch Sports in 2019 — Paul is now the head of UTA Sports as well. Paul takes us inside what LeBron’s post-playing career life may look like and what the business of sports is shaping up to be over the next decade.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why everyone’s betting big on the future of women’s sports

Wed, 07 May 2025 11:50:00 -0000

The investing game in the field of sports is picking up, especially as it pertains to women’s athletics amid focus on new superstars such as Caitlin Clark. Yahoo Finance executive editor Brian Sozzi welcomes to the Opening Bid mic at the Milken Institute Global Conference managing partner and head of investments at Ariel Project Level Jason Wright. The former Arizona Cardinals running back was the NFL's first Black president, hired in August 2020 by the Washington Commanders to restore a franchise embroiled in toxic workplace controversies under then-controversial owner Dan Snyder. Wright stabilized the team culture and improved ticket sales. Private equity titan Josh Harris purchased the Commanders from Snyder in 2023 for more than $6 billion. Wright parted ways with the team in 2024, ultimately joining friend and former Starbucks (SBUX) chair Mellody Hobson at Ariel. Wright enters the field of women's sports investing at an important moment as female superstar athletes such as the WNBA's phenom Caitlin Clark and Olympic great Simone Biles continue to enter new territory with their eye-popping performances. Wright shares why he joined Ariel and the biggest sports investing opportunities he says moving forward.For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website.

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Why Big Tech stocks like Apple and Nvidia still make sense

Mon, 05 May 2025 11:49:00 -0000

And just like that, stocks are in a good mood again, even as the Trump trade war very much rages on and earnings from Apple (AAPL), Microsoft (MSFT), and Meta (META) could be mixed at best. The S&P 500 (^GSPC) has now notched its best six-day run since March 2022, posting a 7.81% gain. Interestingly, the latest gain means the index is now out of technical correction territory yet again. It now stands just 9.49% beneath its record high in mid-February and 1.94% below pre-"Liberation Day" levels. Investors appear to be overlooking a lot of evidence that the global economy is increasingly struggling. New data out of China on Wednesday suggests exports out of China have plunged. Demand for things like Coca-Cola (KO) soda and Tide detergent is getting worse, CEOs tell Yahoo Finance. Starbucks' (SBUX) latest earnings results show a brand dealing with economic pressures in its key US market. So how should investors play the confusing backdrop? Yahoo Finance executive editor Brian Sozzi talks to Ritholtz Wealth Management chief market strategist Callie Cox. Cox serves up doses of sharp perspective on the markets and explains the best possible game-plan for investors.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Charles Schwab CEO: What young investors should do in a down market

Fri, 02 May 2025 12:00:00 -0000

There are many days to celebrate various things nowadays, from the invention of the hot dog to pets. You can add one more to the list that is near and dear to the Yahoo Finance team: National Investing Day. Charles Schwab (SCHW) coined the term for May 1, which coincides with the 50th anniversary of the SEC eliminating fixed commission rates. This event marked a significant catalyst for the investing industry as it democratized trading for retail investors. Yahoo Finance Executive Editor Brian Sozzi welcomes Charles Schwab CEO Rick Wurster to the Opening Bid mic. Wurster assumed the role of CEO in January of this year after several years of advancement within the brokerage. Like his predecessor, Wurster has developed a close relationship with investing pioneer Chuck Schwab. Wurster shares why it’s important for more people to become informed about investing and what he has learned from Schwab. He also shares his latest insights on the broader stock market following a volatile April that initially undermined investor confidence but then left them hopeful as the Trump administration slightly eased tariff rhetoric.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Bond market braces for potential summer turbulence

Wed, 30 Apr 2025 12:09:00 -0000

The bond market has been enduring its fair share of unknowns post President Trump’s Liberation Day. Some pros say the bond market is in a mini-crisis, while others aren’t willing to go that far yet. What happens in the bond market is important as it’s the lifeblood for how consumers buy and save – among other financial system considerations. Yahoo Finance Executive Editor Brian Sozzi chats with Doubleline Deputy CIO Jeff Sherman to see how his teams have been navigating the heightened bond market volatility of the past month. Interestingly, Sherman reveals Doubleline has been fairly measured during the bout of uncertainty in markets at the hands of the Trump administration’s trade war. But that doesn’t mean Doubleline isn’t taking some actions with an eye toward helping clients profit. Sherman warns that the bond market convulsions may not be done, as the Trump administration continues its trade war and looks to pass a new tax plan by July 4.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why another stock market hurricane lurks

Mon, 28 Apr 2025 12:00:00 -0000

Much to the surprise of many investing pros, the market is back in rally mode. While the Trump administration is showing a touch more openness to back off some tariffs, the situation remains highly uncertain. Tariffs continue to be in place, too. Should investors be buying into the renewed strength in stocks? Yahoo Finance Executive Editor Brian Sozzi chats on the Opening Bid podcast with former Bridgewater Associates chief investment officer Rebecca Patterson. Patterson has sat in one of the most pressure-packed seats in investing during periods of extreme stress, as is currently the case. The two explore her investing playbook for volatile times and discuss what strategies could work and why.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Alcoa’s former CEO has a message for Trump

Fri, 25 Apr 2025 12:00:00 -0000

One of the biggest debates in the business world right now is how major manufacturers will respond to fresh tariffs from the Trump administration. If you’re Apple (AAPL) CEO Tim Cook, can you uproot decades of supply chain work in China and build iPhone manufacturing sites in the US to beat tariffs? Or does it make more sense to absorb the Trump tariffs on China while also passing some of the pain on to consumers? Apple isn’t alone in this dilemma—automakers such as General Motors (GM) and Ford (FORD) have large plants in Mexico and Canada, also targeted by the Trump administration’s tariffs. Yahoo Finance Executive Editor Brian Sozzi speaks at length with former Siemens (SIEGY) and Alcoa (AA) CEO Klaus Kleinfeld. Kleinfeld—author of the new book Leading to Thrive—is no stranger to interacting with policymakers and world leaders. He was still CEO of Alcoa in 2017 when he was among the executives summoned to the White House to meet with then-first-time President Trump. He also joined other CEOs in exiting Trump’s special councils. Kleinfeld weighs in on the industrial and economic impact of Trump’s tariff actions, warning they will prove far from just a US headwind.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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TGI Friday’s CEO on how he will rescue once bankrupt restaurant chain

Wed, 23 Apr 2025 12:04:00 -0000

The fight for restaurant relevance. Within the past year, the sit-down dining industry has seen its fair share of troubles. Hooters filed for bankruptcy earlier this year. Red Lobster managed to emerge from bankruptcy in September 2024. At the heart of the bankruptcies were changing demographics, shifts in how people work and poor decisions on food quality and experience. No sit-down restaurant encompasses this more than TGI Fridays. The company filed for bankruptcy in November 2024 following years of missteps. The company closed dozens of locations as part of the bankruptcy process. What has emerged is a much smaller franchisee led chain that is hoping to find some form of relevance again after a storied history with cocktails and potato skins. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with the person responsible for that turnaround, TGI Fridays CEO Ray Blanchette. Blanchette started as a manager trainee in 1989, rising the ranks to hold the CEO role for six years. Blanchette left in 2023. Can he save TGI Fridays? The clock is ticking.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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What Trump tariffs really mean to semiconductors: former Intel CEO

Mon, 21 Apr 2025 12:00:00 -0000

There isn’t much Pat Gelsinger hasn’t done in the tech industry. He created cutting edge technology decades ago at Intel (INTC). Then went off to VMWare to reinvest the tech player. He then returned to Intel several years ago to revive the chip giant. But Gelsinger’s tenure at Intel was rocking as the company fell behind rivals like Nvidia (NVDA) and AMD (AMD)with AI chips. The company also made a big decision to start making its own chips, which came at a material cost to the bottom line. With results and the stock price under pressure, Gelsinger and Intel parted ways in December 2024. Yahoo Finance executive editor Brian Sozzi talks with Gelsinger now that he has had some to reflect on his Intel tenure. Gelsinger has emerged as an investor in startups, taking his experience at Intel and seeking to help the next generation of tech leaders.

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Why wealthy investors are buying the stock market dip

Fri, 18 Apr 2025 11:06:00 -0000

The stock market’s tariff-driven convulsions have upended the financial security of many seeking to build their wealth. That includes everyone from those nearing retirement to those in retirement to the wealthy. In effect, investors feel trapped amid the daily market-moving headlines. Financial advisers are also being tested to a degree not seen in years. Popular investing ideas such as Nvidia (NVDA) and Apple (AAPL) have come under pressure on tariff fears. The bond market is sending worrying signals on the economy. Yahoo Finance Executive Editor Brian Sozzi talks with the co-heads of Bank of America’s Merrill Wealth Management unit Lindsay Hans and Eric Schimpf. They are on the frontlines of the big changes in wealth happening right now. The pair shares what they are hearing from clients and their financial advisers, and what strategies are being employed to ride out the uncertainty.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Is trust in the US market eroding?

Wed, 16 Apr 2025 12:00:00 -0000

So much for the mini relief rally in one of the world’s most popular stocks. Shares of Nvidia fell as much as 5% in early trading on Wednesday as the company said it would take a $5.5 billion charge as the Trump administration barred it from selling its H20 AI chip in China. The news comes a day after Nvidia tossed the Trump administration a big bone in committing to spend $500 billion over four years to manufacture AI supercomputers in the US. Nvidia’s whopping charge and the subsequent negative reaction in the stock should remind investors of at least two things. One, the US and China remain far apart in a trade deal – and in the meantime, escalations along the lines of the Nvidia chip news should be expected. US Treasury Secretary Scott Bessent suggested a deal with China hasn't yet taken form in an exclusive interview with Yahoo Finance on Tuesday. Talks between the two haven’t commenced, Bessent suggested. And two as it pertains to Nvidia, in this environment investors should assume bad news isn’t baked into the stock price. The fact Nvidia’s stock price is being hit on news pros say had been expected says a lot about ongoing market uncertainty amid the trade war.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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The bond market is headed for a crisis

Mon, 14 Apr 2025 12:13:00 -0000

While a lot of attention has been focused on the volatile stock market, investing pros say it’s time to shift more focus to the bond market. Indeed the market is undergoing its own major convulsions amid Trump tariff concerns, which is rattling many investors around the world. Of note is that as stock prices have sold off, bond prices have sold off too. That despite Treasurys often being viewed as a place of safety during stock market turbulence. The moves in the bond market are sending signals that the US may have trouble paying its future debts and could fall into a recession soon. Yahoo Finance Executive Editor Brian Sozzi sits down with bond market expert and founder of The Bear Traps Report Lawrence McDonald to get his thoughts on the high-stakes situation. McDonald says a Lehman Brothers-like moment may be coming to markets. He adds there are other ways to invest in Nvidia (NVDA) besides investing in Nvidia, suggesting metals stocks or the hard assets themselves.

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Trump hammering the confidence of wealthy investors?

Fri, 11 Apr 2025 11:45:00 -0000

Tariffs from the Trump administration have rattled markets, consumer confidence, and CEO confidence. Many investors have moved swiftly into cash as a near-term safe-haven play. Others have dabbled in gold amid the recession fears. Is real estate a good place to park cash in the era of Trump tariffs? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Cardone Capital CEO, businessman, and author Grant Cardone. Cardone has seen his fair share of ups and downs in markets over his decades of investing in real estate. Being an astute investor in markets has also come with the typical volatility. Sozzi and Cardone discuss what he is telling clients right now. Cardone has signaled he thinks tariffs will prove beneficial to the US economy over time. The two discuss that call, and his biggest investing opportunities on the calendar for 2025 given everything going in the world.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why Bill Ackman & Jamie Dimon may be wrong about tariff inflation

Wed, 09 Apr 2025 10:50:00 -0000

Just like that, hope for the economy tied to the Trump administration's pro-business policies, such as tax codes, have gone up in smoke. In its place is an almost baseline scenario on Wall Street that the US economy will slip into a recession amid bruising new tariffs, while some sources we have talked to suggest the US economy is already in a mild recession and others have voiced concerns about a depression.

Federal Reserve Chairman Jerome Powell has acknowledged the challenges the US economy may face this year as tariffs ripple through global supply chains. He also has hinted the Fed’s hands may be tied with respect to an economic slowdown response. Yahoo Finance Executive Editor Brian Sozzi sits down with veteran economist and Independent Institute senior fellow Judy Shelton to get her perspective on the state of the economy as it has been shocked by the Trump administration. Shelton is a long-time critic of Fed policy, and she weighs in on what Powell & co. may do next.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why the US may already be in a recession

Mon, 07 Apr 2025 10:36:00 -0000

With Trump tariff headlines ripping through markets and economic data, recession calls or predictions for a sharp economic slowdown are coming into the light. The most direct one comes out of BCA Research’s veteran strategist Peter Berezin. Berezin said he sees a 75% chance of a recession within the next three months. In his second quarter outlook for clients, Berezin warned about a “buckling” US consumer and weakening labor market. Berezin has gained attention of late for being the lone bear on Wall Street coming into 2025. He has a year-end target on the S&P 500 of 4,450. The S&P 500 (^GSPC) opened the year at 5,903. Berezin has been an economist for more than 30 years, with stints at the International Monetary Fund (IMF), Goldman Sachs, and now BCA Research. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Berezin about his big calls and why investors need to listen up.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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OpenAI, Apple, & Meta race to dominate the future of this tech

Fri, 04 Apr 2025 10:00:00 -0000

Believe it or not, there are other things going on in the world of business and tech than tariffs and sell-offs in the "Magnificent 7." Take blockchain, crypto and Web3 – three areas that continue to see their fair share of startups seeking to make their names. Yahoo Finance Executive Editor Brian Sozzi sits down with Mysten Labs co-founder and CEO Evan Cheng. Cheng has spent good chunks of time in tech leadership roles at Apple (AAPL) and Meta (META). Since 2021, he has been building the Web3 platform Mylen Labs. The timing looks to have been spot on, as the crypto space has notched several wins under the Trump administration. With President Trump leaning into making the US the bitcoin (BTC-USD) capital of the world, what does it mean for Web3 early entrants such as Mylen Labs? Cheng weighs in,and shares how leadership lessons learned at Apple and Meta are paying dividends at his startup.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Tariffs are the last thing apparel industry needs: Rebecca Minkoff

Wed, 02 Apr 2025 10:10:00 -0000

Retailers are getting swept into the black vortex that are tariff headlines from the Trump administration. Big names such as Walmart (WMT), Target (TGT), Gap (GAP), and Abercrombie & Fitch (ANF) have warned about the impact of tariffs this year on profits. In the meantime, shoppers are growing concerned about what they will be paying for spring and summer apparel once tariffs kick in. The reality is that consumers may resist the higher prices, sending retailers off to offer profit-busting discounts and earnings warnings. Luxury goods companies are by no means immune to the challenges as their results have been powered by international shoppers and a wealthy class feasting on strong stock market gains (until now). Is there any reason to be optimistic about the sector? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with noted fashion designer Rebecca Minkoff for her perspective on the state of retail. Minkoff created her company from the ground floor in the mid-2000s and has seen some of the highest of the highs and lowest of the lows in retail. Minkoff is also the author of the new book Fearless: The New Rules for Unlocking Creativity, Courage, and Success, where she aims to impart leadership wisdom to the next generation of female entrepreneurs.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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The biggest investing mistakes you keep making and why

Mon, 31 Mar 2025 11:03:00 -0000

Sometimes figuring out the best way to invest your money is to look back at your mistakes and those of others. The reality is there is no one person that could accurately pick winning stocks day in and day out, or even over time. That may not be the vibe you hear in certain areas of investing such as on X or TikTok, or in the financial blogosphere. Investing remains tough, with so much information coming at you literally around the clock. The only way to get better is to be disciplined and live in a constant state of learning. Do those things, and you may have a better-than-average chance at wealth-building success. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with money manager and longtime financial blogger Barry Ritholtz to discuss his new book called: How Not to Invest: The Ideas, Numbers and Behaviors That Destroy Wealth – and How to Avoid Them. Ritholtz is the co-founder and chairman of Ritholtz Wealth Management and has seen his fair share of investing mistakes over decades. In many cases, he has written about them on his blog as if to chronicle history’s biggest investing mistakes. The two discuss his new book and the biggest issues facing markets right now.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Build-a-Bear CEO on reinvention and Trump tariffs

Fri, 28 Mar 2025 12:14:00 -0000

Many mall-based retailers are struggling amid the shift to online shopping. Build-a-Bear (BBW), founded in 1997, isn't one of them. The retailer is making money, opening new stores, and has seen its stock price surge 2,200% in the past five years. So what’s the company’s secret ingredient? Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Build-a-Bear CEO Sharon Price John. John has been one of the longest-serving CEOs of a public company, leading Build-a-Bear since 2013. During that stretch, she has pushed the mall-based retail chain to close to 600 locations worldwide. The company is doubling down on international store openings and innovative new stuffed animals. Despite the efforts, the company could see its profits clipped by the Trump administration’s tariffs. Build-a-Bear gets close to 50% of its costs of goods sold from China. Will the toymaker be forced to jack up prices on cash-strapped consumers? John shares her perspective.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Trump tariff volatility pops CEO happiness bubble

Wed, 26 Mar 2025 12:26:00 -0000

Tariffs, inflation and recession fears and slowing economic data have dominated investor attention in March. And all of these topics could dominate the minds of investors come April, too! Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with IBM (IBM) vice chairman Gary Cohn. Cohn served as the director of the National Economic Council during the first Trump administration. The former top executive at Goldman Sachs is seen as a key bridge between the current Trump administration and Wall Street. Cohn hasn’t hidden his differing view on tariffs compared to Trump, believing tariffs are a form of tax that cause inflation. Cohn weighs in on the potential economic impact of reciprocal tariffs on Trump’s self proclaimed April 2 ‘Liberation Day’, and if the country is moving closer to a recession. Given his view on AI from his work for IBM, Cohn also shares perspective on the tech space as important stocks such as Nvidia (NVDA) trade under pressure.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why Nvidia stock is still a must own

Mon, 24 Mar 2025 12:11:00 -0000

Nvidia (NVDA) CEO Jensen Huang has had a month, as one would say. He provided more details on powerful new AI chips, such as Blackwell Ultra and Vera Rubin at its big annual GTC conference, chips that could help take civilization to a whole other level of productivity. At the same time, he moved to alter the narrative that DeepSeek's advances in AI equaled bad news for demand for Nvidia's chips. And to top it all off, he held a meeting with top quantum computing CEOs to make peace after sending the sector reeling earlier this year. Despite the flurry of headlines, Nvidia’s stock is still going in reverse. In fact, the stock has been lagging for the entire year. What gives? Yahoo Finance executive editor Brian Sozzi talks with BofA semiconductor analyst Vivek Arya about what’s weighing on Nvidia’s super hot stock, and why. Arya attended GTC and shares his firsthand account on what he learned on the ground. Arya is also fresh off upgrading shares of ailing chip-maker Intel (INTC) amid the appointment of a new CEO in Lip-Bu Tan. Sozzi and Arya discuss that big call and the state of the semiconductor industry.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

Vivek Arya disclosures for companies mentioned in episode:

Nvidia: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Intel: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Marvell: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Broadcom: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

AMD: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

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Wendy's CEO: from AI-powered drive-thrus to thick bacon

Fri, 21 Mar 2025 12:30:00 -0000

Much has been said about Chipotle (CMG) and Starbucks (SBUX) in restaurant circles over the past year. Chipotle finds itself with a new CEO in Scott Boatwright, who is looking to ramp store growth to a new level. And as he said on Yahoo Finance’s Opening Bid podcast, possibly bring more robots into its kitchens!

As for Boatwright’s former boss Brian Niccol, he finds himself with the biggest challenge in an illustrious restaurant career — as a CEO at Starbucks trying to rejuvenate the coffee serving icon.

One story that has gone under the radar is the reinvigoration of Wendy’s (WEN) under CEO Kirk Tanner. Tanner just passed his one-year mark at Wendy’s and fresh off an investor day, it’s clear he has big goals for an iconic American fast food chain founded by Dave Thomas. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Tanner to discuss his plans for the chain, including an aggressive pace of new store openings, AI powered drive-thrus and doubling down on breakfast.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why Nvidia GTC really isn’t so bearish

Wed, 19 Mar 2025 12:09:00 -0000

Nvidia had a little bit of everything for investors at its annual GTC event on Tuesday afternoon. For one, there was great theater such as CEO Jensen Huang donning his trademark black leather jacket while giving out t-shirts from a t-shirt blaster. There were also a lot of large numbers tossed around, especially a prediction of the AI infrastructure buildout reaching $1 trillion by 2028. The company even took the wraps off a host of more powerful chips to hit the market in the next few years in Blackwell Ultra and Rubin. Yet, Nvidia’s stock declined 2% by the close of trading despite what was a reaffirmation of the Nvidia growth story. So what gives here with the world’s most important stock? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with EMJ Capital founder Eric Jackson. Jackson shares his latest thinking on Nvidia and whether the bull run is poised to return…and when.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Is Nvidia and Tesla stock deeply oversold screaming buys?

Mon, 17 Mar 2025 12:12:19 -0000

The stock market has broken down this month as investors digest tariff and recession fears. Some of the most popular stocks such as Nvidia, Palantir and Tesla have cratered. Crypto has lost its post Trump election bid. And safe-haven stocks like healthcare have performed well. When stability will return to these top momentum names is unclear. Yahoo Finance executive editor Brian Sozzi talks with EvercoreISI technical strategist Rich Ross. Ross has more than 30 years experience in studying the deepest areas of the market from a technical perspective. This experience is poised to pay off for Ross as he aims to dissect opportunities for the firm’s clients amidst March’s tariff-driven sell-off. He shares with Sozzi some of his top trading ideas from the rubble and provides good rules of thumb for chart watchers.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Senator Ted Cruz on Trump, Elon Musk, DOGE and tariffs

Fri, 14 Mar 2025 12:15:00 -0000

More than two months into the year, one thing is abundantly clear: the Trump administration is going to make things very interesting for investors the next four years. Team Trump has wasted no time slapping additional tariffs on China, and likely new ones soon on Canada and Mexico. Levies on the European Union could be next. The tariff barrage has consumers growing concerned about higher prices for goods and services. Markets are worried about the impact to Corporate America. This as geopolitical risk to stocks is elevated amid an uncertain conclusion to the Ukraine/Russia war. A government shutdown is a real possibility soon, too. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with one of the most prominent names in government, Republican Senator from Texas Ted Cruz. Cruz sits at the intersection of many of these issues. Texas is a major trader partner with Mexico and Canada. He has led one of the fastest growing states in the country in part because of big tech expansions. Cruz weighs in on the Trump administration’s policies and shares his economic outlook.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Tariff uncertainty offers 1 big reminder to investors: Edward Jones CEO

Wed, 12 Mar 2025 12:31:45 -0000

Markets are having a terrible year, there is no other way to hide it. Once hot tech stocks like Tesla (TSLA) have turned into laggards and investors have rotated into defensive names in the healthcare and consumer staples space. Yahoo Finance Executive Editor Brian Sozzi talks with Edward Jones CEO Penny Pennington. Pennington joined Edward Jones as a financial advisor in 2000 just before the tech stock meltdown, rising the ranks to lead the financial services giant in 2019. It’s a critical time to be a leader atop a giant wealth manager. For starters, the new Trump administration has injected major volatility into all sorts of markets around the world. Stocks in the US have cratered, especially momentum names such as Nvidia (NVDA) and Palantir (PLTR). At the same time, baby boomers are reaching retirement age each day. That brings with it a host of new challenges from planning for post-work investing to transferring wealth to offspring. Pennington shares her perspective on these huge drivers of the wealth management industry.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms

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Why Trump tariffs are bad for business: Rubbermaid CEO

Mon, 10 Mar 2025 12:16:00 -0000

Tariffs stand to hammer the profits of many consumer products companies in 2025. Execs at these companies are actively moving production out of China and into other Asian regions to contain costs. But the hit to profits from tariffs will be felt no matter what for companies that already have slim profit margins. Yahoo Finance executive editor Brian Sozzi chats with Newell Brands CEO Chris Peterson. Peterson has been hard at work since taking over as CEO in 2023 restructuring the consumer products giant, which makes everything from Rubbermaid food containers to Graco baby carriages. A lot of the work by Peterson is coming under the spotlight as president Trump aims to slap Mexico, Canada and China with tariffs. Newell Brands has been moving production back to the US from China. It has one of the largest US manufacturing footprints amongst its competitors. Still, tariffs are likely to weigh on the company’s profit margins as it continues to do a chunk of business in China and Mexico. This as the lower income consumer that buys a lot of its products are being more cautious in their spending after years of inflation.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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Transformers versus Trump's tariffs: Hasbro CEO battles on

Fri, 07 Mar 2025 10:00:00 -0000

The 2025 Toy Fair has come and gone from New York City. The annual event where toymakers show off their latest innovations for the year ahead saw several fun releases: Lego dropped a new Bluey set, Mattel (MAT) has gone all in on Masters of the Universe, and Hasbro (HAS) has released new interchangeable Nerf blasters. The event is set against the backdrop of tariffs from President Trump on China, which could hammer toymaker profits this year. So, how bad a hit are investors looking at here? Brian Sozzi sits down on the Opening Bid podcast with Hasbro CEO Chris Cocks. The Street gave Hasbro high marks recently for aggressive cost-cutting, which has more room to go — the company aims to slash $1 billion in costs by 2027. Its previous goal was $750 million. But Trump's tariffs could reduce American consumers' spending power by $46 billion to $78 billion every year they are in place, estimates the National Retail Federation (NRF). Nearly 80% of US toys are manufactured in China, according to industry trade group the Toy Association. Cocks shares how Hasbro plans to navigate tariffs and a growing cautiousness among consumers.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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00:00-Chris Cocks on Opening Bid

01:20-Peppa Pig is pregnant

02:00-What makes a good toy?

06:30-Brands that grow with adults

12:30-A magical business (with Magic: The Gathering)

15:30-Tariffs & toys

21:40-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Chris Cocks is Chief Executive Officer of Hasbro and serves on its Board of Directors. Prior to being named Hasbro’s CEO, Chris was President of Hasbro’s Wizards of the Coast and Digital Gaming segment.

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Okta CEO on Q4 earnings beat and what's driving business: EXCLUSIVE

Mon, 03 Mar 2025 21:05:00 -0000

Cybersecurity player Okta (OKTA) is ending its reporting year on a high note. Fourth-quarter sales rose 13% from the prior year amid healthy demand for cybersecurity services. Adjusted earnings beat analyst estimates by four cents per share. For 2025, the company targets double-digit percentage profit growth despite economic pressures on small to medium-sized businesses. Yahoo Finance executive editor Brian Sozzi chats with Okta co-founder and CEO Todd McKinnon about the quarter and road ahead. McKinnon co-founded Okta in 2009 alongside Frederic Kerrest. Today, the company’s market cap stands at more than $15 billion. The company has ambitious innovation goals in identity management, a key plank in corporate tech stacks as AI agents begin to run amok. McKinnon reveals his plans to keep companies safe in the age of AI, and a host of leadership lessons some 16 years into his CEO journey.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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00:00-Todd McKinnon on Opening Bid

02:30-Why AI might create problems in cyber security

07:00-Diving into earnings

9:45-First quarter outlook

14:50-Building Okta's culture

17:30-Going to battle: talking competitors

20:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Todd McKinnon is the Co-founder and CEO of cloud security company Okta, previously serving as a vice president at Salesforce.

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Inside the big money-making business of music catalogs like Joni Mitchell & John Denver

Mon, 03 Mar 2025 10:00:00 -0000

Music catalogs remain hot assets for acquisition by those financial powerhouses with the money to purchase them. Look no further than the sale of Bruce Springsteen’s catalog to Sony in 2021 for a reported $500 million. Brian Sozzi sits down on the Opening Bid podcast with Reservoir Media (RSVR) founder and CEO Golnar Khosrowshahi. Khosrowshahi is a veteran in the music industry, spending more than 17 years building up Reservoir through the acquisition of music catalogs and publishing outfits. Today, the company sits at the interaction of music and streaming media with an eye toward continuing to purchase catalog assets and earn royalties. Though risks to the business exist in the form of rising values for catalogs for legendary performers and the shift to AI generated music. Khosrowshahi shares her outlook for the music industry, and also her leadership journey growing up in Iran to running a major company today.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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00:00-Golnar Khosrowshahi on Opening Bid

2:30-What do Joni Mitchell, John Denver, and voice of Lion King have in common?

6:15-Future of Streaming

11:40-Thoughts on Chappel Roan Grammy's speech demanding artists making a living wage

13:30-AI impact on making music

17:50-Future of good music

20:30-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Golnar Khosrowshahi is the Founder and CEO of Reservoir, a global, independent music company, with operations across music publishing, recorded music, and management. It is the first female founded and led publicly traded independent music company in the U.S. In addition to her role as Founder and CEO of Reservoir, Golnar serves on the boards of National Music Publishers’ Association, NMPA’s S.O.N.G.S. Foundation, Silkroad, and the New York Philharmonic.

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Why this AI player is aggressively buying back its stock

Fri, 28 Feb 2025 10:00:00 -0000

ZoomInfo (ZI) was bootstrapped in 2007 by founder and CEO Henry Schuck with $25,000 in credit card debt. The data intelligence play started its life by focusing on small to medium-size businesses looking for ways to connect with key contacts at larger companies and better understand customers. Today, the company has entered the AI age and is fresh off posting more than $1.2 billion in annual sales. The company could eclipse that level in 2025, according to new guidance shared this week on its earnings release. So, what’s next for this under-the-radar tech player? Yahoo Finance Executive Editor Brian Sozzi chats with Zoominfo founder and CEO Henry Schuck to discuss just that. Schuck shares lessons on how he has grown ZoomInfo, from mistakes to best lessons learned. He also dives into how ZoomInfo will be playing in the AI space against some of its biggest competitors.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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00:00-Henry Schuck on Opening Bid

00:45-Preparing for an earnings call

06:31-How a business innovates with AI

11:27-Stock repurchase plan

15:00-Shaping a strong business

19:30-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Henry Schuck has served as Chief Executive Officer and Chairman of ZoomInfo (formerly DiscoverOrg) since founding it in 2007. Henry led ZoomInfo as it became the first tech company to go public during the COVID-19 pandemic. Including the company’s acquisition of Zoom Information in 2019, he has overseen 13 acquisitions in total. Prior to founding ZoomInfo, Henry was VP of Research & Marketing at iProfile, a sales intelligence firm focused on the IT market.

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Should you go all in on Nvidia stock?: NVIDIA EARNINGS SPECIAL

Thu, 27 Feb 2025 15:04:00 -0000

Nvidia mania has returned to markets. Shares of the $3.2 trillion market cap chipmaker reversed losses and were up nearly 3% in early trading on Thursday as investors digested a host of Nvidia earnings headlines. In its earnings release on Wednesday evening, Nvidia said it expects gross profit margins of 70.6% to 71% in the first quarter as it contends with the production ramp-up of its new Blackwell chip. That initially drove concern in the markets about peak AI demand, and perhaps peak Nvidia hype. Nvidia execs sought to push back on the bears on its earnings call. "We're going to have to continue to scale as demand is quite high, and customers are anxious and impatient to get their Blackwell systems," Nvidia founder and CEO Jensen Huang said. Huang teased several new powerful chips set to be unveiled at the company's March 17 GTC conference. In a special Nvidia themed episode of Opening Bid, Yahoo Finance executive editor Brian Sozzi sits with EMJ Capital founder Eric Jackson and a16z general Partner Anjney Midha to dive into multiple areas of Nvidia. Jackson shares his views on Nvidia as a trade, while Midha unveiled a powerful force likely to drive Nvidia’s business for the next decade.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

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00:00-Nvidia special on Opening Bid

00:15-Dan Howley on key takeaways

04:00-Eric Jackson with Nvidia outlook

13:00-Anjney Midha shares state of AI infrastructure

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Daniel Howley is the Eddie & Ozzie award-winning tech editor at Yahoo Finance, reporting on a broad range of topics related to the business of Big Tech including the chip wars, artificial intelligence, antitrust matters, and more.

EMJ Capital Founder & President, Eric Jackson, is a tech and media investor with a non-traditional background for a hedge fund manager.

Anjney Midha is a General Partner at Andreessen Horowitz where he invests in AI, infrastructure, and open source technology.

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Why Robinhood CEO is mixed on a US sovereign wealth fund

Wed, 26 Feb 2025 11:00:00 -0000

Robinhood (HOOD) has been on one of the more blistering paces of innovation from the fintech space the last twelve months. The overarching goal? Make the platform way more than a place for a 22-year-old to trade GameStop. Think of a one-stop shop for stocks, crypto, retirement, and even credit cards. Brian Sozzi sits down on the Opening Bid podcast with the person leading the charge at Robinhood on these fronts, co-founder and CEO Vlad Tenev. The company has expanded into event contracts with a successful debut for the election — although efforts to wade into the Super Bowl were frowned upon by lawmakers. In January, the platform provider debuted futures and index options trading. The company has since released Robinhood Legend, billed as a sleeker platform that targets more sophisticated traders. Robinhood Legend allows up to eight charts open in a single window, and it could elevate various technical indicators such as Bollinger Bands. This as the Trump administration eyes stablecoin frameworks this year and explores the potential of a bitcoin reserve — both of which could be major tailwinds to Robinhood and competitors such as Coinbase.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Vladimir Tenev on Opening Bid

01:40-Building the Robinhood dream

05:00-Reflecting on family

10:04-What's next in crypto for Robinhood?

14:30-SEC ends crypto probe

17:12-The future of 24 hour trading

20:30-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Vladimir Tenev is the CEO and Co-Founder of Robinhood Markets and, since November 2020, has served as Chief Executive Officer and President of Robinhood Markets.

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Why Nvidia is unstoppable

Mon, 24 Feb 2025 13:17:43 -0000

Nvidia earnings are coming in just a few short days, and you can feel the anticipation in the markets. If Nvidia can issue upbeat guidance, it could go a long way to shaking off DeepSeek concerns that rocked the market a few weeks ago. Subpar guidance would not be taken well by investors which continue to bid up the broader market to record highs. Brian Sozzi sits down on the Opening Bid podcast with Navallier & Associates founder and chairman Louis Navallier. The long-time money manager is known for recommending growth stocks that lean into fundamental analysis. Nvidia was one of Navallier’s earliest picks from the AI complex going back to 2019. He has continued to stay bullish on the market darling, going so far as to say it will be the stock of the next decade. So what’s Navallier’s thinking on Nvidia into earnings on Feb. 26? He discusses with Sozzi, and shares other top investing ideas on the AI juggernaut theme.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Louis Navellier on Opening Bid

02:40-Nvidia: "tail wagging the dog"

06:30-History of big stocks

14:15-Looking at a global recession

19:20-Google did not disappoint

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks.

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Why you should diversify out Mag 7 stocks

Fri, 21 Feb 2025 10:00:00 -0000

The market has taken a few punches this month in the form of non-stop headlines from the Trump administration. Concerns about policy chaos and tariffs has some investors wondering if the froth in the market needs to simmer down before putting new money to work. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Russell Investments president and CIO Kate El-Hillow. Russell Investments has more than $330 billion in assets under management. El-Hillow thinks the AI trade remains one of the better ones to bet on, but there are other ways to do so besides current trending names. While the AI trades have remained generally solid in 2025, they have fluctuated at times amid rising concerns about Trump tariffs. El-Hillow says tariff risk is a real risk to markets and the bottom lines of companies. And what ends up happening with tariffs could influence the Federal Reserve, which, of course, will have ramifications for investors.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Kate El-Hillow on Opening Bid

00:15-Stocks of the Day: Gamestop, Nvidia, Palentir

02:10-Evaluating a questionably frothy market

05:00-Are people still excited about the Mag 7?

08:15-Tariffs and your portfolio

12:40-Diversification and alternatives

16:00-How to invest in private markets

20:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Kate El-Hillow serves as President and Chief Investment Officer for Russell Investments, the global investment solutions provider founded in 1936 with approximately $325 billion in assets under management. Based in New York, Kate oversees all aspects of the investment division including asset management, implementation, and research to deliver overall client investment solutions.

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Bausch + Lomb aims to shake up contact lenses with deal off the table: EXCLUSIVE

Wed, 19 Feb 2025 13:30:00 -0000

Bausch + Lomb said this month it had explored taking the company private with a third-party buyer. No deal was reached as a consortium of private equity firms TPG and Blackstone reportedly backed out. Bausch + Lomb (BLCO) said it would not pursue a transaction at this time. But it reiterated a view that a full separation from Bausch Health Companies (BHC) is still the goal. Bausch Health Companies owns 88.4% of Bausch + Lomb. So what’s next for the the healthcare icon? Yahoo Finance Executive Editor Brian Sozzi chats with Bausch + Lomb chairman and CEO Brent Saunders. Saunders is known as one of the biggest dealmakers in the pharmaceutical industry of the past 15 years. Saunders returned to Bausch + Lomb as CEO in March 2023. In May 2013, he was also the CEO of Bausch + Lomb, responsible for its $8.7 billion sale to Valeant Pharmaceuticals. He then took over as the CEO of Forest Laboratories. By February 2014, Saunders orchestrated a sale of the company to Actavis for $25 billion. He assumed the CEO position. From there in November 2014, he pulled off a $70 billion acquisition of Allergan and became its CEO. It's there where Saunders' star quickly rose in media circles, overseeing the commercial success of botox and doing battle with feared activist investor Carl Icahn. Saunders then sold Allergan to Abbvie (ABBV) for $63 billion in a deal that closed in May 2020. He says no deal is imminent for Bausch + Lomb.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Brent Saunders on Opening Bid

03:00-A vast career leading on route to CEO

06:30-Future of eye care industry

09:30-Consequences of our activities on our eye health

12:15-State of company: Bausch + Lomb

17:50-Health care industry outlook

20:40-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Brent Saunders is an American biopharma executive and entrepreneur who is the chairman and CEO of the health company Bausch + Lomb.

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Will Netflix and Amazon own all sports programming?

Fri, 14 Feb 2025 10:00:00 -0000

The Super Bowl is in the books, with the Philadelphia Eagles delivering a commanding win over the Kansas City Chiefs. Companies paid a steep $8 million for a 30-second TV spot, up from $7 million in 2024. Now, sports and media watchers can return to their regularly scheduled programming. That programming is of high intrigue. For one, rights deals for Formula 1 and the UFC are on the table in 2025. The UFC alone could command a $1 billion a year deal, more than double the one it currently has with Disney-owned ESPN. Media watchers will be looking out for whether both sports end up on streaming channels amid the struggles at legacy media giants.

In the meantime, the NFL can opt out of its rights deal with all media partners except for Disney after the 2028-2029 season. If they do opt out and head to a Netflix that is not hiding its appetite for live sports, it could alter the TV business forever. Yahoo Finance executive editor Brian Sozzi chats with longtime media executive David Levy about these tectonic shifts in the industry, especially on the sports front. Levy spent 32 years running Turner, leading its sports portfolio and even the Cartoon Network. Today, Levy is the founder and co-CEO of Horizon Sports & Experiences—which is making a bold bet on pickleball.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-David Levy on Opening Bid

02:30-What Superbowl numbers say about streaming

05:09-Changing times for established media like Turner, ESPN, ABC

08:50-Podcasters making money has nothing to do with TV

10:45-The rise of pickleball

13:30-Opportunities in women's sports

16:10-Reinvention of sports for programming like fantasy football

21:30-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Long regarded as one of the media industry’s most influential executives, David Levy currently serves as the co-CEO and founder of Horizon Sports & Experiences – HS&E. HS&E has a core focus on IP creation, and monetization, strategic advisory and consulting media rights, sponsorships, sales and experiential. Prior to HS&E, Levy served as President of Turner, offering content and advertising solutions to some of the most valuable brands in the world to audiences in sports, entertainment, news and children’s programming.

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Why Amazon's robots and AI make their stock still a bull’s favorite

Wed, 12 Feb 2025 13:04:00 -0000

Amazon is one of the Magnificent 7 components managing to cling to gains this year, eclipsed only by Meta. The rest of the closely followed trading acronym is down, led by a plunge in Tesla. The gains on Amazon are interesting given how much it plans to spend on capex this year. Similar to Microsoft and Meta this earnings season, Amazon recently uncorked a whopper of a capital spending guide. It sees $104 billion in capital expenditures this year, well above analyst forecasts of $80 billion to $85 billion going into its earnings reports. The Street has opted to stay bullish on Amazon after its results and surprising guidance for two reasons. Most analysts have pointed to a sales reacceleration in the key Amazon Web Services (AWS) cloud business later this year, amid the company's aggressive spending. And two, the company is driving a good bit of efficiency out of its bread and butter retail network. But can the bullishness on Amazon be sustained? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Morgan Stanley managing director Brian Nowak. Nowak has an Overweight rating on Amazon’s stock. Part of Nowak’s call reflects what Amazon is working on in terms of robots, an element to the investment thesis not often discussed.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Brian Nowak on Opening Bid

01:40-Evaluating Amazon stock post-earnings

04:50-Alexa & AI

08:40-Is Meta's future looking bleak?

14:15-Deep dive into Amazon's robots

18:20-Competitive advantage

20:50-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

By bringing together strategic insights on how consumer Internet companies and leading platforms are changing and monetizing consumer behavior, and incorporating big picture themes into detailed models Brian Nowak leads the Morgan Stanley Internet research team in crafting actionable insights for clients.

Brian Nowak disclosures for companies mentioned in episode:

Amazon.com Inc: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Meta Platforms Inc: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

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Trump tariffs may trigger a stagflationary shock

Mon, 10 Feb 2025 13:07:30 -0000

On paper, the US economy continues to chug along three weeks into the Trump presidency. The January jobs report showed a solid 143,000 jobs created. Inflation is stable. And big cap tech companies such as Amazon and Meta continue to invest aggressively to build out AI infrastructure. While these are positive reads on the economy, it’s certainly not too hard to see the dark clouds forming on the horizon. President Trump has thrust the US into trade wars with China, Mexico and Canada. That stands to reignite inflation and possibly bring rate hikes from the Fed back on the table. Yahoo Finance executive editor Brian Sozzi chats with Apollo Global Management chief economist Torsten Sløk to get his read on the tariff situation. Do tariffs tip the economy into a short-term recession and the markets into a fresh tailspin? Slok also serves up his economic predictions for the rest of 2025.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Torsten Sløk on Opening Bid

03:30-Impact of tariffs on GDP

06:30-The trade war s**t show

12:45-An inflationary call that stands out

16:45-Why do things look more expense?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Torsten Sløk joined Apollo in August 2020 as Chief Economist and he leads Apollo's macroeconomic and market analysis across the platform.

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The team behind Kansas City Chief star Travis Kelce's finances & fame

Fri, 07 Feb 2025 10:00:00 -0000

The Travis Kelce brand continues to hit "New Heights." And it’s not just because he is dating pop icon Taylor Swift! Kelce will go down as one of the best tight ends in NFL history. With that title, Kelce continues to rake in commercial dollars from big brands wanting to hitch their names to his success and personal brand. Kelce’s return to the Super Bowl this year against the Philadelphia Eagles will only strengthen his hand with partners who want to work with him.

But none of this would have been possible without the men beyond the curtain since day one, Kelce's talent and portfolio managers Andre and Aaron Eanes, co-founders of A&A Management Group. Yahoo Finance Executive Editor Brian Sozzi sits down with both of them to hear how they manage the brand that is Travis Kelce, as well as his growing financial empire. The brothers also have their own fascinating story and company that could inspire up-and-coming entrepreneurs.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Andre and Aaron Eanes on Opening Bid

03:00-Evaluating the business in sports

04:50-Investing like Travis Kelce

11:00-Rise of athletes as investors

21:30-The importance of brand value

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Andre and Aaron Eanes are brothers from Cleveland, Ohio who established their full service sports and entertainment management company A&A Management in 2012, working with stars liike Travis Kelca

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Why Trump's tariffs may not crush Nike, Lululemon, or other retail stocks

Wed, 05 Feb 2025 10:00:00 -0000

The retail sector felt somewhat well, having had a successful 2024 holiday shopping season. Many of the players in the space were looking forward to unemployment staying low and the Federal Reserve pausing rate hikes as key tailwinds to consumer spending in 2025. Then came the start of a trade war by returning President Donald Trump.

The implementation of China tariffs stands to rattle retail supply chains and raise costs, which could hammer profit margins. Bottom lines could also be hurt if price increases related to tariffs get rejected by shoppers. Yahoo Finance Executive Editor Brian Sozzi chats with BMO Capital Markets analyst Simeon Siegel about which retailers are most exposed to tariffs. Should investors stay away from these names? The two also discussed the turnaround taking shape at Nike (NKE) under the new CEO, Elliott Hill. Key to the turnaround for Nike will be a better product to take on the likes of Decker’s Outdoor (DECK) and ON Running (ONON).

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Simeon Siegel on Opening Bid

1:25-We're focusing too much on tariffs

3:55-Defining inflation

6:10-We're in a trade-war, how should Nike and Lululemon respond?

10:07-Sell us on Nike's comeback

14:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Simeon Siegel is BMO Capital Markets' Managing Director & Senior Analyst, specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.

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Why Bill Gates agrees with Nvidia's CEO on quantum's timeline, plus new memoir 'Source Code': EXTENDED CUT

Mon, 03 Feb 2025 05:01:00 -0000

Few companies have had the same impact on society as tech giant Microsoft (MSFT). Co-founded by Bill Gates and Paul Allen, the company fundamentally changed how work was done with the invention of Windows. Decades later, the company is back shaking up the world order again amid the AI boom. Microsoft has a lucrative stake in ChatGPT developer OpenAI. It’s powering businesses with the release of Microsoft Co-Pilot. The company has swallowed up a giant acquisition in video publisher Activision Blizzard with relative ease, while also leveraging insights from a LinkedIn business purchased several years ago.

While Gates is no longer involved with the company day-to-day, he remains its spiritual adviser, so to speak. He also remains tremendously active in next-generation technology and trying to cure diseases via the Gates Foundation (formerly the Bill & Melinda Gates Foundation). But what is the story behind Gates, who is viewed as one of the most transformational leaders of the past fifty years alongside Apple co-founder Steve Jobs? In Gates' new book titled “Source Code," he aims to pull back the curtain on his childhood and rocketship rise to fame during his Microsoft years. Yahoo Finance Executive Editor Brian Sozzi sits down with Gates to drill into the book, as well as get Gates’ views on the future of AI, quantum computing, and healthcare.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Bill Gates on Opening Bid

00:30-Reflecting on new book "Source Code"

06:30-Early days with Intel and Microsoft

09:30-Learning to code

12:00-Leadership at Microsoft

15:30-Drugs with Paul Allen

16:00-The beginning of Silicon Valley

21:00-Nvidia, AI, and quantum computing

26:00-Public health outlook

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Bill Gates needs little introduction; but here's the legend anyway. Bill Gates is a technologist, business leader, and philanthropist. In 1975, he co-founded Microsoft with his childhood friend Paul Allen and today he is chair of the Gates Foundation. Bill is the founder of Breakthrough Energy, an effort to commercialize c lean energy and other climate-related technologies, and TerraPower, a company investing in developing groundbreaking nuclear technologies.

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Why the fajitas king Chili’s is on fire, and so is it's parent stock Brinker International

Fri, 31 Jan 2025 13:00:00 -0000

One of the hottest stocks in the world, surprisingly, isn’t AI darling Nvidia (NVDA). It’s actually Brinker International (EAT), which owns the restaurant chain Chili’s. How has the company regained relevance with an eating public that loves to order food from their mobile phones? Well, it starts by improving the food quality at the chain and aggressively marketing it. The company has also doubled down on its value offerings while also investing in new kitchen equipment to serve food faster. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with the marketing wiz driving the turnaround at Chili’s, CEO of Brinker Kevin Hochman. What’s next for Chili’s? Hochman says to think ribs and fajitas, done better.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Kevin Hochman on Opening Bid

03:20-Cost cuts to save their way to profits

04:00-Elevating the guac

08:30-How do they brand these crazy names?

13:20-Growth focused on new locations

18:30-AI and automations in the restaurants

22:00-Eating with your competitors

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Kevin Hochman serves as Chief Executive Officer and President of Brinker International, Inc., one of the world’s leading casual dining companies and home of Chili’s® Grill & Bar, Maggiano’s Little Italy® and two virtual brands: It’s Just Wings® and Maggiano’s Italian Classics™. He is also President of Chili’s and a member of Brinker’s Board of Directors.

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China's DeepSeek has US questioning AI innovation pace: Snowflake CEO weighs in

Wed, 29 Jan 2025 13:00:00 -0000

AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model maker that competes with OpenAI and Meta (META) has called into question the computing power that's needed to drive AI innovation. It has also raised concerns about whether the US is behind China in the great AI race. Yahoo Finance Executive Editor Brian Sozzi digs into this hot topic with Snowflake CEO Sridhar Ramaswamy. Snowflake’s technology is a key enabler of large language models, so the company has a prime seat to how fast the sector is moving and how. Ramaswamy shares his perspective on DeepSeek, and looks to put to bed the views Snowflake is being left behind in the AI race.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Sridhar Ramaswamy on Opening Bid

02:15-DeepSeek rocks the AI community

07:15-Who else could rock the AI market?

11:20-How is Nvidia coping

16:15-AI guardrails and regulations

19:20-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Sridhar Ramaswamy is an Indian-American computer scientist and executive. He is the CEO of cloud-based data-warehousing company Snowflake Inc. since February 2024.

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DeepSeek has shocked Nvidia and stock market bulls!

Mon, 27 Jan 2025 13:21:00 -0000

Markets have had a case of whiplash in January. Rising bond yields weighed on stocks earlier in the month. Then optimism spread in markets as Donald Trump officially returned to the White House. And now, the likes of JP Morgan CEO and billionaire investor Ray Dalio are warning that stock valuations have gotten too inflated. Not to mention DeepSake fears hammering markets and AI darling Nvidia. Yahoo Finance executive editor Brian Sozzi chats with Carlyle Group head of research Jason Thomas as markets eye February. Thomas has been vocal that the Federal Reserve should be less restrictive in its policy after a series of rate hikes. Whether the Fed gets that message at its closely watched meeting this week is to be determined. Thomas is calling out concentration risk in the markets as Nvidia, Meta, Amazon and Microsoft continue to dominate the weighting in the S&P 500. Is it time to head to the hills on these stocks this earnings season as each look to ramp up spending on AI projects? Thomas reveals his team’s latest thinking.

Find Thomas' full Carlyle report here: https://www.carlyle.com/sites/default/files/2025-01/5_questions_for_2025.pdf

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jason Thomas on Opening Bid

00:30-Stock of the day: Nvidia

03:00-What's next in AI?

07:00-Toss Nvidia in the trash?

12:30-Tariff impact on markets

19:30-Global stocks to watch

21:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies.

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What Morgan Stanley CEO is watching in the economy under Trump: FROM DAVOS

Fri, 24 Jan 2025 13:31:00 -0000

Ask most stock pickers on Wall Street and they will likely agree that the financials are some of the best bets for 2025. The Trump administration is likely to ease regulations on capital requirements for the banks, freeing up more funds for dividends and buybacks. Deal-making could return in force amid the de-regulation backdrop, lifting the lucrative investment banking industry. And markets may stay solid, allowing banks to cash in on trading activity across bonds and stocks. Morgan Stanley CEO Ted Pick says he sees a host of tailwinds for the banking giant this year, but acknowledges there could be a few bumps along the way. He talks on the Opening Bid podcast with Yahoo Finance executive editor Brian Sozzi at the World Economic Forum.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ted Pick on Opening Bid

00:50-How AI impacts the business of relationships

02:00-Secret sauce for making deals

06:30-Deregulation and margers under Trump

07:45-Investor insights

10:00-Let's talk generational wealth

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Ted Pick is Chairman and Chief Executive Officer of Morgan Stanley. Before becoming CEO in January 2024 and Chairman in January 2025, Mr. Pick served as Morgan Stanley’s Co-President, Co-Head of Firm Strategy and Head of the Institutional Securities Group, overseeing Investment Banking, Equities, Fixed Income, Global Capital Markets and Research.

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Ray Dalio’s debt warnings & big economic insights for 2025: FROM DAVOS

Thu, 23 Jan 2025 22:08:00 -0000

Bridgewater Associates founder Ray Dalio has been warning about government debt levels and their implications for years. He is doubling down on his concerns in a new episode of the Opening Bid podcast with Yahoo Finance executive editor Brian Sozzi. Dalio thinks global economic growth is at risk unless leaders such as US President Donald Trump get a handle on bloated debt levels. He chats with Sozzi from the World Economic Forum in Davos, Switzerland.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ray Dalio on Opening Bid

00:50-Upcoming book: "How Countries Go Broke"

05:50-Trump tax cuts

10:30-Insights for investors

16:20-Interest rate changes

18:45-Crypto and alternative currencies

22:40-Leadership lessons from Ray Dalio

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Raymond Dalio is an American investor and hedge fund manager who founded Bridgewater Associates in 1975. He has served as the firm's CEO, CIO, and Chairman, and has been credited with shaping the firm's culture and innovative approaches to investing. His new book "How Countries Go Broke: Principles for Navigating the Big Debt Cycle, Where We Are Headed, and What We Should Do" is set to come out in September, 2025.

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What Nouriel “Dr. Doom” Roubini says about AI, crypto, and economic outlooks: FROM DAVOS

Thu, 23 Jan 2025 13:00:00 -0000

NYU professor and economist Nouriel Roubini is known as “Dr. Doom” for a reason—he has never been tepid in keeping it real on the economy, technology, crypto, and markets. When it comes to AI and humanoid robots, his tune was equally critical as he shares concerns with Yahoo Finance Executive Editor Brian Sozzi on the Opening Bid from the World Economic Forum in Davos, Switzerland. "I think people here at Davos emphasize the benefits in terms of cost-cutting, more revenue, more profitability, but cost-cutting means what? Eliminating jobs."

Roubini goes on to explain the way that these technological innovations are impacting politics under a state of massive wealth inequality. "But AI makes it worse because these technologies are capital intensive, high-skill bias, and labor saving. So if you own the machine or the capital that owns the machine, you're going to do well. You'll be rich," he says. "If you're a low-skilled or medium-skilled, white-collar, blue-collar, increasingly your job and income is going to be threatened by AI and there are not going to be enough jobs in the future."

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Nouriel Roubini on Opening Bid

00:50-The threat of AI & robotics on jobs

07:00-Tech innovation can also lead to progress

09:00-Blue collar to big tech with Trump

13:00-Trump economic outlook

18:20-Fed and rate hikes

21:00-Future of crypto

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Nouriel Roubini is a senior economic advisor to Hudson Bay Capital and Professor Emeritus at NYU's Stern School of Business. He is also the CEO of Roubini Macro Associates, LLC. From 1998 to 2000, he served as senior economist at the White House Council of Economic Advisers and the senior advisor for international affairs at the U.S. Treasury.

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Why Nasdaq's CEO sees IPO market growth ahead: FROM DAVOS

Wed, 22 Jan 2025 13:22:22 -0000

The IPO market was mixed at best in 2024 despite strong showings by Reddit (RDDT), Viking (VIK), and Rubrik (RBRK). IPOs raised about $123 billion last year compared to a peak of $594 billion in 2021, according to Dealogic data. A total of 150 companies went public last year, per a Renaissance Capital study. With optimism on the regulatory front from the Trump administration, dealmakers expect the IPO market to kick back into high gear this year.

Nasdaq CEO Adena Friedman explained the outlook for IPOs in 2025 is all about growth opportunities, she told Yahoo Finance Executive Editor Brian Sozzi on the Opening Bid podcast from the World Economic Forum. Specifically, with expectant changes to regulation: "I think regulation is another thing that just keeps companies from wanting to tap the public markets because they know that being a public company is a very different existence. Our hope is that in the new administration, they're going to focus on the challenges and what I'll call the tax of being a public company."

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Adena Friedman on Opening Bid

00:46-How the new administration will impact IPOs

01:40-Reflecting on 2024

05:30-Sectors to watch

08:00-President Trump's meme coin

10:58-Future of tech and AI

15:30-Market guidance

16:10-DEI in finance

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Adena Friedman has been the Chief Executive Officer of Nasdaq since Jan. 1, 2017, and was appointed Chair of the Board of Directors on Jan. 1, 2023.

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Trump meme coin called a 'clearing station for bribery' by Scaramucci: FROM DAVOS

Tue, 21 Jan 2025 13:00:00 -0000

Skybridge Capital founder Anthony Scaramucci famously spent a short stint as President Trump’s communication director in his first term. He has since gone on to become a fierce critic of the returning president, which was apparent in a new episode of the Opening Bid podcast with Yahoo Finance executive editor Brian Sozzi. Scaramucci thinks markets are too optimistic on a Trump presidency given the many inevitable twists and turns. From crypto to mass deportation to TikTok he covers is all with Sozzi from the World Economic Forum in Davos, Switzerland.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Anthony Scaramucci on Opening Bid

00:45-Trump meme coin? WTF

02:40-"I'm moving up the enemies list"

05:20-Crypto outlook

09:15-Billionaires front row at inauguration

15:40-Just big talk? What's next for TikTok & China

18:30-Wall Street outlook on Trump

21:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT. He is best known for his short tenure as the White House Communications Director under President Trump.

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The inside tip on how Tesla CEO Elon Musk is able to deliver on his big ambitions

Fri, 17 Jan 2025 13:00:00 -0000

The venture capital industry has no shortage of ideas right now in the AI space. Companies specializing in everything from mobility to software to chip design are trying to cash in on the AI boom, and VCs are aiming to be there to grow entrepreneurs and drive returns for their investors. Yahoo Finance Yahoo Finance Executive Editor Brian Sozzi chats with one of the more fascinating people in the VC industry Jon McNeill of DVx Ventures. For one, while McNeill is putting to work in AI upstarts, he also has toes in the public company world by sitting on the boards of General Motors (GM) and Lululemon (LULU). What’s more, he has spent the past decade trying to change how people get from point A to point B. He is the former COO of Lyft (LYFT) and also worked very closely with Tesla (TSLA) CEO Elon Musk as president in charge of revenue. What did McNeill learn from the billionaire Musk? How will the future of mobility shake out? And what AI upstarts have caught McNeill's attention? This episode of Opening Bid has a little bit of everything!

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jon McNeill on Opening Bid

00:48-The state of raising funds in 2025

04:40-Future of climate investment

07:30-Looking at Tesla, as Musk heads to Washington

15:20-Insights from the board of Lululemon

19:02-Technology out of China

21:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Jon McNeill currently serves as the CEO and Co-Founder of DVx Ventures. Previously, Jon served as President at Tesla, where revenue grew from $2B to $20B in just 30 months. Following Tesla, Jon joined Lyft as COO, where he played a pivotal role in doubling revenues and helping to take the company public.

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Rigetti Computing CEO on hype after his stock explodes 48%

Wed, 15 Jan 2025 13:30:53 -0000

How do you know as an investor that you are witnessing a borderline bubble in a stock? When a company (or companies) that has made no money ever is trading like it makes lots of money today will make even more money in the future. Welcome to the vibe continuing to surround quantum computing stocks such as D-Wave Quantum and Rigetti Computing. Both of these stocks have been on mind-blowing runs the past three months in part because of enthusiasm on AI and a super hyped new quantum chip from Google called Willow. The quantum space has also seen considerable investor interest on the Yahoo Finance platform, with the community consuming everything they could on the companies and the sector. So have investors become too optimistic on quantum computing stocks? Yahoo Finance executive editor Brian Sozzi goes right to the source, talking at length with Rigetti Computing CEO Subodh Kulkarni. Rigetti’s stock has exploded 553% in the past six months, bringing it to an eye-watering $2 billion market cap. Interestingly, Rigetti has never turned a profit and has told investors it won’t be making profits anytime soon. In fact, it may have to raise more capital to fund its ambitions in quantum chips. Sozzi serves up a classic investor guide to one of the market’s hottest stocks out of the gate in 2025.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Subodh Kulkarni on Opening Bid

00:27-Stocks ups and downs

01:49-Investor interest

05:11-You're not making money...

07:00-In the chip-weeds

11:43-Government & regulation in tech

16:09-NVIDIA & Meta have it out for quantum

21:44-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Subodh Kulkarni has served as President and Chief Executive Officer at Rigetti since December 2022. Kulkarni is a seasoned public company CEO with thirty-plus years of experience in the semiconductor industry and a track record of success in scaling and commercializing cutting-edge technologies.

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Inside the ‘vicious’ stock market rotation hurting the Mag 7

Mon, 13 Jan 2025 13:29:00 -0000

One thing has generally held true about the stock market the past two years: it has gone up and to the right. The reasons why are plentiful. For starters, corporate profits continue to impress Wall Street amid solid US economic growth, pricing power and stock buybacks. Two, investors have poured massive money into big-cap tech names such as Nvidia and Alphabet – which has only served to lift sentiment in many corners of the market. And lastly, interest rates have started to finally come down and in turn, drive up returns on investment. But can the feel good vibes persist as returning President Donald Trump aims to shake up the world order with tariffs and deportations, among many controversial ideas floated. Yahoo Finance executive editor Brian Sozzi sits down with BlackRock chief investment and portfolio strategist, Americas Gargi Chaudhuri to get her latest market-moving insights. Chaudhuri thinks markets can continue to grind higher along with the economy, but there will be bumps along the way in part due to unpredictable politics. Some of those bumps are currently being felt as investors grapple with rising yields, percolating energy prices and dialed back rate cut expectations.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Gargi Chaudhuri on Opening Bid

04:50-Why a little pullback is healthy

08:45-What in the world is "GARP"

14:00-Nobody's ruling out rate cuts

20:30-Where does gold and Bitcoin fit into your portfolio?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Gargi Chaudhuri is Chief Investment and Portfolio Strategist, Americas at BlackRock. Based in New York, she heads the Investment and Portfolio Solutions (IPS) team for the Americas focusing on investment research, portfolio construction and market insights.

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AI, vaccine distrust, and the future of healthcare: Novartis CEO

Fri, 10 Jan 2025 13:00:00 -0000

Can science prevail against this more turbulent backdrop of the Trump administration? Yahoo Finance executive editor Brian Sozzi talks at length with Novartis CEO Vas Narasimhan. Narasimhan has led the drug giant since 2018, doing deals that have expanded the company’s pipeline in areas like heart disease and cancer. Still, Narasimhan is feeling pressure to bring the investments to the bottom line to jumpstart a stock price that has lagged in the past year.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Vas Narasimhan on Opening Bid

00:37-What's next for Novartis?

05:24-Inside the life of a CEO

08:46-Healthcare bets for one, five, and ten years

13:47-AI's role and impact on healthcare

16:51-Looking at rising vaccine distrust

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Vas Narasimhan is the Chief Executive Officer of Novartis, serving in the role since 2018.

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Why Nvidia stock is still the AI godfather

Wed, 08 Jan 2025 12:58:00 -0000

Surprise surprise, an Nvidia stock price beating right after a closely watched CES keynote from CEO and founder Jensen Huang. Huang sure delivered the sizzle, promising big things in robotics and AI. All of this was reinforced in a Yahoo Finance interview with Huang led by tech editor Dan Howley. Yet, investors left yearning for more – and Nvidia’s stock notched their worst day since Sept. 3 on Jan. 7. Such is the case with Nvidia where expectations of greatness are a constant. Yahoo Finance executive editor Brian Sozzi chats with widely followed tech analyst Dan Ives at Wedbush. Ives was in the room at CES to watch Huang give his keynote and hype new chips and new technology, such as the use synthetic data to train machines. Did Nvidia’s stock deserve to get routed? Do Huang’s comments on delayed quantum computing usage warrant the steep pullback in quantum stocks like Rigetti Computing? Ives offers up his usual no filter views on Nvidia and the wider tech landscape.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Dan Ives is Wedbush Securities Managing Director, Senior Equity Analyst

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Yahoo co-founder Jerry Yang, from the tech bubble to the age of AI: 100TH EPISODE OF OPENING BID

Mon, 06 Jan 2025 13:00:00 -0000

Not many internet companies from the past 30 years conjure up the allure of Yahoo. The tech pioneer was the first guide for people to the fast-growing internet in the mid to late 1990s. Along the way came legendary products such as Yahoo.com, Yahoo Finance, Yahoo Sports, Yahoo News and Yahoo Mail. These timeless products endure today as the go-to trusted guide for millions of people around the world in their respective categories. Amidst its rocketship-like success also came a dose of fascinating headlines in the 2000s, ranging from an offer by Microsoft (MSFT) to buy the company for $45 billion and a decision to make an early investment in then Jack Ma-led upstart Alibaba (BABA). In the milestone 100th episode of the Opening Bid vodcast, Yahoo Finance Executive Editor Brian Sozzi sits down with Yahoo co-founder and AME Cloud Ventures Founding Partner Jerry Yang. Yang shares leadership lessons learned from the early days of Yahoo and how the next generation of entrepreneurs could apply them to achieve success in the era of AI. Yang also wades into the outlook for the internet as it continues to experience disruption amid the rise of AI and ChatGPT. While Yang reflects fondly on his time creating the Yahoo juggernaut, he has since gone on to be an early-stage investor in many of the companies powering the world today, such as Zoom (ZM). Yang offers insight into how he is investing today and why.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jerry Yang on Opening Bid

00:50-Yahoo legacy and building the company from the ground up

12:50-The future of the internet and AI

18:15-Government’s understanding of AI impact

20:20-AI investing

24:35-SoftBank CEO Masayoshi Son

26:02-The future of Alibaba (BABA) and Jack Ma.

27:50-US & China relations heading into 2025

30:30-Yang on Steve Jobs

32:00-Advice for next generation of entrepreneurs

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Jerry Yang is the AME Cloud Ventures Founding Partner and Yahoo! Co-Founder.

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Tesla's big year, what’s next for Musk: Opening Bid

Fri, 03 Jan 2025 13:00:00 -0000

Month after month, Tesla (TSLA) continues to be one of Yahoo Finance’s top most active tickers. And as a big car lover, it’s no surprise that Yahoo Finance Executive Editor Brian Sozzi had to spend an entire Opening Bid episode focusing on our top Tesla conversations from the year. With critical investment insights, competitive landscape analysis, and absolute fangirl hype, this episode is chock-full of diverse Tesla commentary. You’ll hear from L&F Investor Services CEO Alexandra Merz, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, and Bank Of America Securities Senior Automotive Analyst John Murphy.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Tesla: Opening Bid year-in-review

00:40-Alexandra Merz, L&F Investor Services CEO

10:30-Ross Gerber, Gerber Kawasaki Wealth and Investment Management CEO

18:45-John Murphy, Bank Of America Securities Senior Automotive

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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From Ford to Suntory to Salesforce: Big hitters on Opening Bid

Mon, 30 Dec 2024 13:00:00 -0000

From Investing 101 to the future of AI and even the billionaire mindset, Opening Bid has brought you key coverage from all angles of the investing world. In this episode, you’ll hear from several top names, including Howard Buffett, CEO and Chairman of the Howard G. Buffett Foundation; Ford (F) CEO Jim Farley; Salesforce (CRM) Co-Founder, Chairman, and CEO Marc Benioff; Economist Judy Shelton; and Suntory (STBFY) CEO Tak Niinami.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Top guests: Opening Bid year-in-review

00:50-Howard Buffett, CEO and Chairman of the Howard G. Buffett Foundation

07:30-Jim Farley, Ford CEO

12:15-Judy Shelton, economist

17:00-Marc Benioff, Salesforce Co-Founder, Chairman, and CEO

20:40-Tak Niinami, Suntory CEO

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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Crypto surge: Key players reveal their strategies

Fri, 27 Dec 2024 13:00:00 -0000

Bitcoin (BTC-USD) exploded this year, reaching new heights following the election of President Trump. Yahoo Finance Executive Editor Brian Sozzi spoke to several key players in the space on Opening Bid, bringing you their investing approaches and what to look out for in the future of cryptocurrencies. In this episode, you’ll hear from PayPal (PYPL) CEO Alex Chriss, BNY Mellon (BK) CEO & President Robin Vince, and Benchmark Managing Director and Senior Research Analyst Mark Palmer.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Crypto: Opening Bid year-in-review

01:00-Mark Palmer, Benchmark Managing Director and Senior Research Analyst

13:50-Alex Chriss, PayPal CEO

20:20-Robin Vince, BNY Mellon CEO & President

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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AI's big year: How Big Tech is shaping the future

Mon, 23 Dec 2024 13:00:00 -0000

From Nvidia (NVDA) to startups or even humanoid robots, it seems that every company under the sun found a way to incorporate AI into their business in 2024. On Opening Bid, Yahoo Finance Executive Editor Brian Sozzi spoke with numerous key players in the space to get their takes on the AI explosions and help you wrap your head around the ever-evolving technology. In this episode, you’ll hear moments from key conversations with C3.ai (AI) Founder and CEO Tom Siebel, the iconic Property Brothers, 22V Research Managing Director and Head Of Derivative Strategy Jeff Jacobson, and the Citi Global Insights team, with Head of Innovation & Technology Rob Garlick and research analyst Wenyan Fei.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-AI: Opening Bid year-in-review

01:30-Jeff Jacobson, 22V Research Managing Director and Head Of Derivative Strategy

10:00-Tom Sibel, C3.ai Founder and CEO

16:35-Wenyan Fei & Rob Garlick, Citi Global Insights team

21:40-Property Brothers

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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Rate cut decision was a 'close' call: SF Fed's Mary Daly

Fri, 20 Dec 2024 17:00:00 -0000

The market wasn't surprised by the Federal Reserve's decision to cut the fed funds rate by 25 basis points on Wednesday. But the outlook that showed FOMC members only expect two rate cuts did, sending stocks plummeting. In an interview with Yahoo Finance Executive Editor Brian Sozzi on Opening Bid, San Francisco Fed President Mary Daly said the decision to cut was a "close call" that "took a lot of deliberation" but that she ultimately decided "it was appropriate to reduce it 25 basis points. That will be a hundred basis points of recalibration. And I see that as right-sizing the policy rate level to the economy we have, recognizing the progress on inflation, recognizing the labor market's now well-balanced. There's one job opening for every unemployed worker. That's a perfect balance."

Daly sees the "recalibration period" as "completed" meaning the Fed can now make decisions more slowly as they get more data to process.

On the issue of the 2025 outlook, Daly stresses that it is a projection but that the Fed remains committed to bringing inflation down, "and that will mean restricted policy through the year in all likelihood." Daly says if inflation were to rise, she wouldn't rule out raising rates, but that's not something she sees on the horizon. Ultimately, Daly says, "I do not see that we're done cutting rates. I just see that we're going to adjust rates at a slower pace."

So what will Daly be watching to make her next rate decision? Inflation and employment data, of course. But also what she is hearing from those who live and work in her district. What are they seeing on the ground? Are businesses hiring? Laying people off? On that point, she says, "I'm hearing that they're not really brushing off their layoff plans, they're just thinking carefully about the amount of hiring they do, and they're thinking carefully about whether they refill jobs if people attrit or leave the jobs."

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Mary Daly is the Federal Reserve Bank of San Francisco President and CEO.

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The Trump bull market is just beginning: former TD Ameritrade CEO

Fri, 20 Dec 2024 13:00:00 -0000

Corporate America is gearing up for Trump 2.0, having already gotten a flavor of what Trump has in mind. Potentially crushing fresh tariffs on China, even if it means higher levels of US inflation. Mass deportations come with their own set of economic risks. And soon, a new leader atop the Federal Reserve. Is there any way a top executive could prepare for uncertain outcomes tied to these initiatives from the Trump administration? How does one lead their teams when uncertainty begins to reign supreme again? Yahoo Finance executive editor Brian Sozzi sat down with former TD Ameritrade CEO and former head football coach at Coastal Carolina University Joe Moglia. Moglia is not only considered a market master for his work from 2001 to 2008 building TD Ameritrade into a trading powerhouse but also a leadership expert honed while coaching college football. Moglia shares his perspective on the record-setting year for markets, what’s next for investors, and how to lead with a clear focus in 2025.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Joe Moglia on Opening Bid

02:30-"Be A Man"...but for everyone

08:00-Evaluating Wall Street today

15:45-Trump: the President of Bitcoin

21:20-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Joe Moglia is the former CEO & Chairman of TD Ameritrade and former head football coach at Coastal Carolina University.

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Robinhood is the perfect Trump stock, according to this analyst: Yahoo Finance names Robinhood Comeback of the Year

Thu, 19 Dec 2024 13:00:00 -0000

Robinhood has come a long way financially since it burst onto the scene during the meme stock frenzy. Amid a tighter control on costs and new product introductions, Robinhood has become a profitable business with its eyes set on taking on legacy financial platforms. The stock has surged this year as the business has pivoted to growth mode. Hence, the company has won Yahoo Finance’s ‘Comeback of the Year’ award. Yahoo Finance executive editor Brian Sozzi talks with Mizuho senior analyst Dan Dolev about the future of stock trading platform Robinhood. The company is becoming more than just a place to buy and sell stocks, think more wealth management player. And perhaps, sports betting. Dolev is a bull on the stock, and makes a compelling case for more upside after a big run-up this year.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Dan Dolev on Opening Bid

04:20-Robinhood price target

08:20-Generational wealth under Robinhood

13:20-Crypto outlook under Trump

18:00-Analyst's recommendations on Robinhood and Coinbase

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Dan Dolev is a Senior Financial Technology Analyst at Mizuho Securities.

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Nvidia stock sell-off — should you be worried? Yahoo Finance names Nvidia Blackwell Product of the Year

Wed, 18 Dec 2024 13:27:09 -0000

Stocks don’t go up in a straight line, and that pertains to the market’s favorite name Nvidia as well! Shares of the chip-maker have fallen into correction territory, dropping by 12% from their November highs. Pros point to several factors for the sell-off, ranging from only an OK third quarter earnings report to signs of new competition from Amazon and Broadcom. Comments from Microsoft CEO Satya Nadella on chip supply have also weighed on Nvidia sentiment. Even still, Nvidia managed to secure the 2024 Product of the Year award for its work with game-changing AI chip Blackwell. Yahoo Finance executive editor Brian Sozzi is joined at the roundtable at the Nasdaq in Times Square by one of Wall Street’s most respected chip analysts, Bofa’s Vivek Arya. Arya has been a long-time bull on Nvidia, giving the company high marks for its leadership in chip design and execution. But despite that bullishness, he hasn’t shied away from urging caution on the stock in key periods for the company. Arya dives into his current thinking on the AI chip darling of the Dow Jones Industrial Average, and offers up a few predictions that will surely garner the attention of the many Nvidia bulls.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Vivek Arya on Opening Bid

03:30-Nvidia's growing pains

09:00-What does Nvidia sell-off mean?

13:30-The full chip landscape

19:12-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Vivek Arya is a Wall Street analyst for BofA Securities, focused on technology, semiconductors, and AI.

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Why GM stock still looks super cheap — but maybe not for long: Yahoo Finance names General Motors Surprise of the Year

Tue, 17 Dec 2024 13:00:00 -0000

It has been a year to remember for the auto industry. Tesla unveiled a cab that doesn’t need a driver. GM’s stock is on fire. And EV maker Fisker went bust. Yahoo Finance executive editor Brian Sozzi sits down with widely followed Bank of America auto analyst John Murphy. Murphy made headlines recently for a very bullish on note on Tesla following a visit to the company’s Texas Gigafactory. The two dive into that call, but also into the future of General Motors. GM has secured Yahoo Finance’s “Surprise of the Year” award after consistently beating earnings estimates this year. The company has executed impressively on new product introductions, cost cuts and stock buybacks. Shares have surged higher as a result. Can the gains for GM continue in 2025 as incoming President Trump aims to enact stiffer tariffs?

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-John Murphy on Opening Bid

00:50-GM CEO Mary Barra interview teaser

06:20-2025 outlook for General Motors

10:40-Evaluating a rollback standard of emissions under Trump

15:15-How an analysts thinks through modeling for clients

17:00-Tariff impact on automakers

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

John Murphy is a Sr. Automotive Analyst at BofA Securities. He was recently inducted in the Automotive Hall of Fame having covered the automotive financial industry for over 20 years.

John Murphy disclosures for companies mentioned in episode:

General Motors: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

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Why Walmart is clobbering its rivals: Yahoo Finance names Walmart Company of the Year

Mon, 16 Dec 2024 13:37:59 -0000

Walmart has had a year for the record books. The company’s stock is up a sizzling 80% this year. Its financial performance has been beyond impressive given Walmart’s size. And Walmart continues to out-perform key retail rivals such as Target. It’s for these reasons Walmart has secured the 2024 Yahoo Finance Company of the Year award. Yahoo Finance executive editor Brian Sozzi sat down with Walmart CEO Doug McMillon to learn more about the company’s growth plans, and what keeps the long-time CEO up at night. He says Walmart is truly firing on all cylinders. But can Walmart stay super dominant in the years to come as Amazon gets even stronger and others in retail mount comebacks? Sozzi welcomes retail and supply chain expert Brittain Ladd on Opening Bid for an in-depth discussion on the future of the world’s largest retailer.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Brittain Ladd on Opening Bid

02:00-Walmarts big 2024 year

04:00-Walmart vs their competitors

08:00-How Walmart might incorporate tech

14:40-Walmart pulls back DEI initiatives

21:00-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Brittain Ladd has 20 years of experience in supply chain management and logistics. Brittain is currently the Fractional COO at BCL Consulting and is recognized as a leading expert on the topic of growing the market for micro-fulfillment. His prior experience includes work at Amazon, Deloitte, Dell and the Michaels Companies.

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Will robots come to Chipotle? Chipotle’s new CEO shares his vision

Fri, 13 Dec 2024 13:00:00 -0000

Chipotle (CMG) continues to be one of the most beloved food brands in America and its stock price underscores the point. The stock is up 300% in the past five years! But success is never guaranteed in the restaurant industry, and Chipotle will have to work hard in the years to come to keep competitors at bay. Yahoo Finance Executive Editor Brian Sozzi and Senior Reporter Brooke DiPalma sit down with Chipotle’s new CEO Scott Boatwright. Boatwright was named as CEO in November after the unexpected departure of Brian Niccol to Starbucks as CEO. Boatwright has spent decades in operating roles at restaurants, 18 years in fact. Now he will be tasked with carrying over the momentum at Chipotle established by Niccol, while also looking to expand faster overseas and automate restaurants.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Scott Boatwright on Opening Bid

01:30-Origin story: a dishwasher

05:30-Tech at Chipotle

13:30-Can consumers swallow another cost increase?

19:00-Filling Brian Niccol's shoes

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Scott Boatwright is Chiptole's CEO and a member of the Board of Directors. He joined Chipotle in 2017 after spending 18 years at rival Arby's Restaurant Group.

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Elon Musk will be a great cutter of gov. fat, according to fmr. Commerce Secretary Wilbur Ross

Fri, 13 Dec 2024 12:00:00 -0000

President-elect Donald Trump hasn’t hidden his appetite to unleash new tariffs on China and possibly Europe right out of the box upon getting back into the White House. The point person for executing those tariffs is likely to be Cantor Fitzgerald CEO Howard Lutnick, who Trump has selected as Commerce Secretary. While stocks continue to new highs despite the tariff threats, most experts agree tariffs could hurt the economy and increase inflation. It’s a risk that shouldn’t be overlooked. Yahoo Finance Executive Editor Brian Sozzi goes one-on-one with businessman and former Commerce Secretary Wilbur Ross. Ross was the Commerce Secretary in the first Trump term and helped implement his tariffs on China. Will the president go hardcore on tariffs as he has promised? Or is it a negotiating tactic? Ross takes investors inside the mind of the President-elect as the US nears Inauguration Day and potentially, more restrictive trade.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Wilbur Ross on Opening Bid

01:30-Are tariffs good for the economy?

05:00-Evaluating Trump cabinet picks

13:30-How fast will Musk and Ramaswamy be able to make changes?

19:30-Hot takes on AI technology

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Wilbur Ross is an American businessman who served as the 39th United States secretary of commerce from 2017 to 2021.

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Thanks to Elon Musk, Tesla stock is this analyst’s top 2025 call

Wed, 11 Dec 2024 14:03:56 -0000

The year in AI has been impressive. The companies building the technology such as Nvidia and Anthropic have notched numerous wins. Meantime, advances from OpenAI’s ChatGPT continue to be impressive. In short, Wal Street remains very hopeful the main sector plays stay hot well beyond 2025 as AI further penetrates our daily lives. Yahoo Finance executive editor Brian Sozzi sits down with one of Wall Street’s most followed tech analysts, Wedbush’s Dan Ives. Ives has made a host of big calls this year on top Yahoo Finance tickers such as Nvidia, Tesla and Palantir. Will the big gains for AI stock continue into 2025? Ives reveals his topic picks for the space, and what will drive them even higher.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Dan Ives on Opening Bid

02:00-Why autonomous vehicles are mountains for companies

08:00-Full-self driving vs autonomous vehicles

12:30-Palentir outlook

16:30-The AI revolution

22:00-Big Mag 7 call

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018.

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TikTok ban and Trump: Frank McCourt moves forward with bid to buy

Mon, 09 Dec 2024 13:33:30 -0000

The future of social media platform TikTok hangs in the balance. Will it be banned in the US? Will someone be able to buy the platform and work on adding safeguards that please lawmakers? The outcome of the platform is important to the millions of creators who rely on its powerful algo to earn income. Yahoo Finance executive editor Brian Sozzi sits down with McCourt Global executive chairman Frank McCourt. The two discuss why McCourt is trying to buy TikTok, and his plans for the platform should he win control. McCourt also serves up his take on AI and the influence it’s having on social media and the wider business community. The long-time businessman also owned the Los Angeles Dodgers baseball team, and the conversation dives into surging values being paid to own sports teams and players – including the $765 million deal for star Juan Soto by the New York Mets.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Frank McCourt on Opening Bid

03:00-ByteDance might not

06:30-TikTok is addictive

11:40-An internet bull

19:40-Why internet (as of now) is not good for democracy

22:30-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Frank McCourt is the founder of Project Liberty, an international non-profit, and executive chairman and former CEO of McCourt Global, a business and philanthropy organization. He is the owner of the football club Marseille was the owner and chairman of the Los Angeles Dodgers and Dodger Stadium from 2004 to 2012.

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Why Elon Musk and Trump could fall flat with DOGE

Fri, 06 Dec 2024 13:00:00 -0000

Investors have largely ignored geopolitical risks in 2024, opting to instead latch onto bull stories such as AI and robust corporate earnings growth and Fed rate cuts. But the overlooking of key risks may not come into 2025 as president Trump promotes an America first economic agenda. Yahoo Finance executive editor Brian Sozzi chats with geopolitical strategist and New York Times best-selling author Peter Zeihan. Zeihan breaks down some of the top geopolitical risks for investors to know ahead of 2025 – one of them being Tesla CEO Elon Musk. How much risk will returning president Trump bring to tense geopolitical situations such as the Ukraine/Russia war? Will penalizing tariffs on China unleash new problems for the global economy? This latest episode dives into all of these topics and much more.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Peter Zeihan on Opening Bid

02:00-Trump tariffs

06:20-Are global leaders scared of Trump?

12:40-Looking at DOGE

17:50-Mass deportation under Trump

21:50-HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Peter Zeihan is an expert in geopolitics: the study of how place impacts financial, economic, cultural, political and military developments. He is the founder of Zeihan on Geopolitics, and author of The Absent Superpower, Disunited Nations, and The End of the World Is Just the Beginning.

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How legendary restaurateur Danny Meyer finds the next big thing in food

Wed, 04 Dec 2024 13:00:00 -0000

The restaurant industry is more competitive and challenging than ever before. Mobile ordering is placing fresh pressures on the kitchen. Wage inflation is weighing on the industry’s profit margins, especially in top states such as California and New York. And food tastes are evolving as people aim to live healthier lifestyles. Yahoo Finance executive editor Brian Sozzi sits down with celebrated restaurateur Danny Meyer to explore the world of restaurants. Meyer is the acclaimed author of “Setting the Table”, which many in the restaurant industry credit with establishing a new standard in hospitality. Meyer also founded Shake Shack, helping to take it from a hot dog cart in New York City to a public company with hundreds of locations worldwide. The pair discuss the future of restaurants in America, and Meyer’s top advice to getting ahead in the competitive industry.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Danny Meyer on Opening Bid

02:00-Early NYC restaurant days

10:20-'Enlightened Hospitality'

15:00-Business of food

22:30-Family legacy

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Danny Meyer is a renowned restaurateur, CEO and founder of Union Square Hospitality Group, founder of Shake Shack, and one of Time Magazine's 100 Most Influential People of 2015.

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Cyber Monday sales look hot; but will tariffs hurt it in 2025?

Mon, 02 Dec 2024 13:26:30 -0000

he initial numbers are in, and the holiday shopping season has started well – in most cases. Adobe Analytics data shows Black Friday online sales rose 10% year over year to $10.8 billion as shoppers feasted on deals. Mastercard SpendingPulse data pegged Black Friday sales rising 14.6% online for Black Friday, while only rising 0.7% in stores. Top selling categories included apparel and footwear. Meanwhile, RetailNext data noted in store customer traffic nationwide fell on Black Friday and the holiday weekend. In this special Opening Bid roundtable, Yahoo Finance executive editor Brian Sozzi drills into all things consumer on Cyber Monday. At the table on this Cyber Monday include: Barclays analyst Adrienne Yih, BMO Capital Markets analyst Simeon Siegel, and Mastercard Economics Institute chief economist Michelle Meyer. The group not only looks at who in retail is winning the holiday season shopping battle, but who stands to win and lose in 2025 and why.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Cyber Monday panel on Opening Bid

02:30-Ecommerce at a high

08:00-How income affects consumer spending habits

12:15-Trump tariffs impact on retail

19:30-Experts think Nike will rebound in 2025

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

For today's Cyber Monday panel we were joined by Mastercard Economics Institute Chief Economist Michelle Meyer, BMO Capital Markets Managing Director & Senior Analyst Simeon Siegel, and Barclays Consumer Discretionary Senior Analyst Adrienne Yih.

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Why humanoid robots are a $7 trillion growth opportunity

Fri, 29 Nov 2024 14:09:57 -0000

The humanoids are coming! Amazing advancements are underway in the field of humanoids, which will likely lend way to more of the driving the future of work. Yahoo Finance executive editor Brian Sozzi goes inside the emerging world of humanoid robots with Rob Garlick and Wenyan Fei, analysts at Citi Global Insights. The duo just published a lengthy piece of research outlining the growth potential of humanoids looking out to the year 2050. The market is emerging very fast, and there are more players in the mix for winning the robot race than Tesla CEO Elon Musk and upstart Figure. The advances in humanoids will also change how work is done, impacting the labor force in profound ways, says the Citi analysts.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Rob Garlick and Wenyan Fei join Opening Bid

02:30-The humanoids market

08:00-What are the market investment opportunities in robotics?

18:00-2025 is the year of growth

22:00-Ethics & regulation concerns

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Rob Garlick is Citi's Head of Innovation, Technology & the Future of Work for Citi Global Insights. Alongside his colleague Wenyan Fei, Citi Associate Research Analyst, their research and reports look at the future of AI in finance, business, and technology.

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Why bitcoin could easily hit $225,000 by 2026: analyst

Wed, 27 Nov 2024 13:00:00 -0000

One of the hottest assets in the market since the presidential election, surprisingly, isn’t AI chip darling Nvidia (NVDA). On the contrary, it’s bitcoin (BTC-USD) and the wider crypto market as optimism on the space is at record highs ahead of the new Trump administration. SEC chair Gary Gensler exiting stage left soon has also lifted sentiment. Bitcoin is hovering around record highs, sending shares of crypto plays MicroStrategy (MSTR), Coinbase (COIN), and Robinhood (HOOD) to new heights. But can the excitement be sustained? Yahoo Finance executive editor Brian Sozzi goes inside the red-hot world of crypto with Benchmark senior analyst Mark Palmer. Palmer has been covering the rise of crypto for well over a decade, and says the outlook has never been brighter. The optimism stems from potential policies under the incoming Trump administration and the general appetite by retail and institutional investors to get involved in the space.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Mark Palmer on Opening Bid

00:30-crypto on the rise

02:40-Trump friendly on crypto

08:30-Crypto in pensions

12:00-Concerns around crypto?

14:55-MicroStrategy

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Mark Palmer covers public and private companies in the Fintech and Digital Assets sectors, leveraging 25 years of experience on the buy-side and sell-side of financial markets.

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Tariffs could send apparel prices 10% to 20% higher: Former Gap and J Crew CEO

Mon, 25 Nov 2024 13:10:00 -0000

The holiday shopping season is upon US consumers. While many experts are forecasting a solid shopping season for retailers amid record high stock prices and ongoing job market gains, there are several wildcards. Consumers continue to battle inflation for food, causing pullbacks in demand for discretionary categories such apparel and home goods. Prices on apparel are still high, too. This as President-elect Trump eyes potential tariffs, which could negatively impact some of the world’s largest apparel purveyors. Yahoo Finance executive editor Brian Sozzi speaks with Alex Mill Chairman Mickey Drexler. The former long-time CEO of Gap and J Crew not only shares many of his legendary retail stories, but reveals some of his biggest concerns on the impact of potential Trump tariffs on the apparel industry he has been part of for decades. Drexler adds the retail industry is awash in discounts, while at the same time consumers have luxury fatigue. He also shares how he is growing his business with his son Alex Drexler.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Mickey Drexler joins Opening Bid

05:45-Micromanaging appreciation

08:00-Learning from Steve Jobs

12:00-Holiday 2024 retail outlook

18:50-Projections on potential Trump tariffs

21:00-Can manufacturing come back to the US?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Millard "Mickey" Drexler is an American businessman, who is the Chairman of Alex Mill, and head of Drexler Ventures. He was formerly the CEO and chairman of J.Crew Group, as well as the CEO of Gap Inc.

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Craigslist founder's big worry? Cyber threats to infrastructure

Fri, 22 Nov 2024 13:00:00 -0000

Spreading the wealth. That’s exactly what Craigslist founder Craig Newmark is doing now that he is fully retired from a customer service role at the company he took after leaving the leadership team years ago. Through Craig Newmark Philanthropies, Newmark has earmarked $100 million to help defend the country’s critical infrastructure from things like cyber attacks. The latest giving comes alongside ongoing contributions to trusted journalism platforms and veterans. Yahoo Finance Executive Editor Brian Sozzi sits for a rare interview with the self-proclaimed nerd Newmark to discuss why he is giving away all his wealth and lives a notoriously frugal lifestyle. The pair also chats about the rise of artificial intelligence and how it will shape the internet. Seeing as Newmark founded Craigslist at the start of the internet, who better to ask about the future of the world wide web!

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Craig Newmark joins Opening Bid

02:00-Craigslist founder on AI fears

07:50-Giving away wealth and disowning 'billionaire' status

11:30-Cyber security risk to country

17:40-Looking for a seance?

21:00-What's next for Craigslist

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Craig Newmark is best known as the founder of the classifieds ad site Craigslist, which showed tens of millions of Americans that the Internet could be reasonably useful and easy to use. Now, he engages in full time philanthropy, focusing on helping and protecting the people who help and protect our country, including cybersecurity, trustworthy journalism, and support for military families and veterans.

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Nvidia earnings: How to trade stock like a pro

Wed, 20 Nov 2024 13:08:00 -0000

The most popular stock in the world, Nvidia (NVDA), is poised to announce its hotly anticipated quarterly earnings on Wednesday after the close of trading. Investors have scooped up Nvidia shares ahead of the results on expectations for a big quarter and a strong outlook as the company’s new Blackwell AI chip ships.

But there are more ways to trade Nvidia than simply smashing the buy button down on the stock or shorting inferior rivals. While there is more risk to trading Nvidia using more complex strategies, if right, the wagers could pay off handsomely. In today's Opening Bid, Yahoo Finance Executive Editor Brian Sozzi drills deep into the Nvidia trade with 22V Research Head of Derivative Strategy Jeff Jacobson. Jacobson outlines three complex trades one can undertake on Nvidia.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jeff Jacobson joins Opening Bid

00:15-Target stock down: today's market minute

05:20-Nvidia stock hasn't moved a lot

07:30-First trade on Nvidia

10:00-Second trade on Nvidia

12:30-Third trade on Nvidia

18:20-The market is all about rates: Strategist

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Jeff Jacobson is a managing director, head of derivative strategy, at 22V Research. Jeff has nearly thirty years of equity trading and equity derivative experience, including the last thirteen years as head derivative strategist for Knight Capital, Raymond James Financial and most recently Seaport Global.

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Property Brothers on why the housing crisis is still raging on

Mon, 18 Nov 2024 13:00:00 -0000

The US housing market has been enduring its fair share of challenges since the COVID-19 pandemic. Higher interest rates and home prices have pushed many people out of home ownership. However, with the Federal Reserve having cut interest rates in recent months, the housing affordability crisis in the country appears to be loosening up a little. New home sales results have been solid despite the lack of inventory. Can the positive momentum persist if the Fed takes a break with its rate cuts?

Yahoo Finance Executive Editor Brian Sozzi sits down with the Property Brothers & Scott Brothers Global Co-Founders Jonathan and Drew Scott. The group discusses the brothers’ new show "Don’t Hate Your House," the biggest challenges that exist in today’s housing market and what 2025 may hold. The brothers also serve up a few tips on how to negotiate a good price when buying or selling a home and ways to cost-effectively renovate your home.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Property Brothers Jonathan & Drew Scott join Opening Bid

01:00-The brothers' favorite home appliances

05:20-Biggest home trends in the next decade

06:40-The future of senior proofing

12:45-What's up with the affordability crisis?

17:30-The role of private equity in the housing market

20:10-The Property Brothers' HOT TAKE

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

The Property Brothers, Drew and Jonathan Scott, have helped hundreds of families design their dream homes on their series like Forever Home, Celebrity IOU, and the show that started it all, Property Brothers. But the Scott Brothers are always looking for other ways to create healthy, happy homes, whether it’s through their Scott Living and Drew & Jonathan Home product lines, their mobile game, or sharing advice and tips with their fans on DrewandJonathan.com.

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Investor Guide: Opening Bid round-up of Invest 2024

Fri, 15 Nov 2024 13:00:00 -0000

Amid a changing political landscape in the US and uncertainty across the world, many investors are looking for guidance for the rest of the year and beyond. Yahoo Finance’s marquee event, Invest 2024, brings together executives from some of the world’s largest corporations, thought leaders, and policymakers to help investors make strong decisions. This year, the lineup included Federal Reserve Bank of Minneapolis President & CEO Neel Kashkari, Bank of America Chair of the Board & CEO Brian Moynihan, and The Vistria Group Senior Partner Margaret C. Anadu, among many others.

In this episode of Opening Bid, we're bringing you key commentary from the event, covering the potential impact of geopolitics on the bond market, the future of the defense sector, tech in retail and healthcare, and modern approaches to a diversified portfolio. You’ll hear from Apollo Global Management Co-Founder and CEO Marc Rowan, Macy’s Inc. Chairman & CEO Tony Spring, and Lux Capital General Partner Deena Shakir, among others.

To enjoy more interviews and highlights from Invest 2024, watch on our website or listen on your favorite podcast platform.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Invest 2024 round-up from Opening Bid

00:55-Saira Malik & Nela Richardson

04:12-Marc Rowan

07:18-Rick Rieder

11:03-Tony Spring

15:17-Deena Shakir

19:32-Brian Schimpf

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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Trump economy will be unpredictable: top economist

Wed, 13 Nov 2024 13:44:25 -0000

The Federal Reserve arguably has never been under a greater microscope than right now, excluding of course the Great Financial Crisis period. Fed chief Jerome Powell is likely to face fresh pressure from returning president Donald Trump. Powell has been steadfast in saying he will not let Trump push him around and will not resign if asked. Meanwhile, markets have rallied hard in recent months on expectations for further interest rate cuts from the Fed. Not delivering those cuts could have ramifications for investors worldwide. Yahoo Finance executive editor Brian Sozzi talks with Deutsche Bank chief US economist Matthew Luzzetti about the future of monetary policy. The direction of policy in 2025 will be key to sustaining the rally markets have enjoyed, many pros say.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Matthew Luzzetti joins Opening Bid

02:00-State of economy

05:30-Consumer fundamentals

13:00-Looking at stagflation

15:30-Impact of immigration policy on the economy

20:00-Chaos or calm under Trumponomics

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Matthew Luzzetti is Chief US Economist and Head of US Economic Research at Deutsche Bank in New York. In 2017, Matthew was named to Business Insider's Rising Stars on Wall Street Under 35.

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Opening Bid @ Invest 2024: Saira Malik and Nela Richardson

Tue, 12 Nov 2024 13:52:36 -0000

Coming to you from Yahoo Finance Invest 2024, executive editor Brian Sozzi hosts a special live edition your favorite weekly vodcast Opening Bid. On today’s episode, enjoy a riveting conversation with Nuveen Head of Nuveen Equities and Fixed Income & Chief Investment Officer Saira Malik, and ADP Chief Economist and ESG Officer Nela Richardson.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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Automation is the future of fast food: Sweetgreen co-founder

Mon, 11 Nov 2024 13:00:00 -0000

Most in the fast food industry have had a challenging 2024. Many players such as McDonald’s have jacked up prices to compensate for higher worker wages, especially in California. That has sent consumers back to preparing their food at home in a bid to save money. Meantime, ingredient inflation has remained stubborn. Then there is Sweetgreen, which has notched several quarters of solid sales as its higher income diner embraces new menu items. The company has also stayed aggressive in opening new locations, while beginning to add robot food making machines to certain sites. Yahoo Finance executive editor Brian Sozzi talks with Sweetgreen co-founder and chief concept officer Nicolas Jammet. Sweetgreen has returned to stock market darling status after falling out of favor post a sizzling 2021 IPO. Jammet reveals his plans for Sweetgreen, and how a move to put robots in restaurants could unlock major growth for the company.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Nicolas Jammet joins Opening Bid

01:30-Sweetgreen founded by college friends

04:45-Reimagine fast food

11:30-Infinite kitchen evolution

17:20-Metrics on expansion

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Nicolas Jammet is the co-founder and chief concept officer of Sweetgreen. Having grown up in a NYC mom-and-pop restaurant set him up for a passionate future in food.

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Nvidia enters the Dow: why the stock could still double

Fri, 08 Nov 2024 13:17:32 -0000

The tech stock landscape may look quite different over the next four years of returning President Donald Trump. For one, AI regulation of some form will likely have to come from the Trump administration as the fast-moving technology was not clamped down on by the Biden administration. Is that regulation soft or anti-AI innovation? That’s one of the key questions investors will aim to figure out. At the same time, questions will swirl on if a Trump administration plans to move forward with a breakup of Google and possibly, others in big-cap tech. Yahoo Finance executive editor Brian Sozzi talks with EMJ Capital founder Eric Jackson. The pair dive into the outlook for market darling Nvidia and AI more broadly in the wake of Donald Trump’s historic White House Win. Trump’s win will also likely have ramifications for the big tech companies such as Microsoft and Tesla that dominate the popular Magnificent 7 complex. Is there one big name in tech that investors should own over another? Nvidia is also entering the Dow Jones Industrial Average, which may add further gains to the stock Jackson hints.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Eric Jackson joins Opening Bid

01:00-Looking at Nvidia in the wake of Trump's victory

05:50-Bullish on crypto

10:30-Trump tariffs won't stop Nvidia

16:40-Nvidia joins the Dow

18:20-Hot takes on Nvidia

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Eric Jackson is the Founder of EMJ Capital with a proprietary AI/ML-driven algorithm for selecting long/short tech equities.

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Election Special from Yahoo Finance: OPENING BID

Wed, 06 Nov 2024 14:22:44 -0000

Opening Bid joins forces with the rest of Yahoo Finance for this hour-long special election episode. In our Opening Bid segment, we focus on global market reactions to President-elect Trump's victory. Our panel of experts includes Truist Co-CIO & Chief Market Strategist Keith Lerner, Wind Shift Capital Founder Bill Blain, and State Street Global Markets Head of Equity Research Marija Veitmane.

In the full hour-long special, Yahoo Finance breaks down how Wall Street is digesting the results the morning after the 2024 election. Tune in as we bring the power of the Morning Brief, Opening Bid, and Capitol Gains and Yahoo News together to guide you through what you need to know about the market day ahead. You can watch this full hour-long special episode at https://finance.yahoo.com/video/dow-rises-investors-await-election-191637550.html

Key guests include:

Steve Sosnick, Interactive Brokers Chief Strategist
Doug Holtz-Eakin, American Action Forum President, Former Director of the Congressional Budget Office
Keith Lerner Truist Co-CIO & Chief Market Strategist
Bill Blain Wind Shift Capital Founder
Marija Veitmane State Street Global Markets Head of Equity Research
Andrew Romano, Yahoo! News Political Reporter
Meltem Demirors, Crucible Capital General Partner

00:00-Welcome to Yahoo Finance's election special

24:00-Opening Bid

36:00-Exit polls breakdown

45:00-Bitcoin high

52:00-Capitol Gains

Find more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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Why stocks may get hammered if Trump wins

Mon, 04 Nov 2024 13:22:22 -0000

Election Day is almost here. And with that will come an end to one of the most divisive runs for the presidency in American history. Investors will be able to move on, hopefully putting more stock in a company's fundamentals than a Donald Trump post on Truth Social or an Elon Musk post on X, formerly Twitter. Moving on from the election will bring with it a host of inevitable risks and rewards for investors. Finding the rewards rather than the risks will be no easy achievement even for the most seasoned investor. Yahoo Finance executive editor Brian Sozzi talks at length with veteran investor, author, and founder of The Bear Traps Report Lawrence McDonald. McDonald – who is the author of the new book How to Listen When Markets Speak – outlines his biggest concerns about markets following the election. He also details areas of potential opportunity in the face of numerous fiscal and monetary challenges.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Larry McDonald joins Opening Bid

06:00-Talking tariffs

08:30-Debt ceiling coming in January

10:00-Giving Jerome Powell a 'D'

15:00-Trump vs Harris stock impact

22:00-McDonald's hot take

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. Our book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job."

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Inside the $1 billion Nike rival, Brooks Running

Fri, 01 Nov 2024 12:00:00 -0000

Brooks Running may not be nearly as large as Nike or New Balance, but that doesn’t mean its impact on the sneaker industry isn’t still strong. The company – founded in the early 1900s to sell ballet slippers and bathing shoes – continues to be the top sneaker choice for serious runners. To maintain its pole position in running, Brooks has released a host of new innovations such as the Glycerin Max Road Shoe for a pricey $200. But fending off upstarts in running such as On and to a lesser extent, Decker’s outdoor owned Hoka won’t be easy. A resurgence at struggling Nike under new CEO Elliott Hill may also pose a risk. Yahoo Finance executive editor Brian Sozzi sits down with new Brooks Running CEO Dan Sheridan inside the Nasdaq Marketsite in Times Square ahead of the New York City Marathon. Sheridan reveals his vision for Brooks Running a few months into the top job and what Nike’s many stumbles have meant to the company’s growth. The long-time Brooks executive also shares what it’s like to be owned by Warren Buffett’s Berkshire Hathaway.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Dan Sheridan joins Opening Bid

05:00-The engineering arms race of shoes

14:00-Reflecting on the competitors

17:45-Running market in China grows with middle class

22:00-Talking parent company Berkshire Hathaway

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

As the CEO of Brooks Running, Dan Sheridan takes the reigns after serving in leadership roles across the company since 1998.

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Inside the future of travel with David Marriott

Wed, 30 Oct 2024 12:00:00 -0000

The lodging industry is dominated by two iconic players: Marriott and Hilton. But only one of them has board-lebel family involvement to this very day: Marriott. Founded in 1927 by J. Willard Marriott, Marriott has grown into a global hotel colossus sporting 36 different brands, more than 9,000 locations globally and about 1.6 million rooms. Despite competition from newcomers in lodging such as AirBNB, Marriott continues to open new locations at rapid clip and innovate on the digital front. Sitting on that aforementioned board of directors from the Marriott family: the daughter of chairman emeritus J.W. Marriott, Jr. Deborah Marriott Harrison; J.W. Marriott, Jr. and new chairman, the son of J.W. Marriott, David Marriott. Yahoo Finance executive editor Brian Sozzi talks at length with Marriott chairman David Marriott. Marriott shares his vision for the family business, and how he will put his stamp on the iconic lodging company as chairman.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-David Marriott joins Opening Bid

01:30-Starting at the bottom, washing dishes

08:30-Surrounding yourself with smarter people

16:40-Looking ahead: the next 50 years of company growth

20:30-Why Marriott is looking at China and India

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

David S. Marriott is Chairman of the Board of Marriott International, Inc., the third chairman of the board in the company's 97-year history. Host Brian Sozzi personally loves David's Linkedin posts.

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Tesla stock entering its next growth wave: hall of fame analyst

Mon, 28 Oct 2024 12:00:00 -0000

Tesla founder Elon Musk is always full of surprises. His latest one came in the form of a surprisingly strong third quarter earnings report and very upbeat earnings call. Musk is full steam ahead, outlining a significant ramp in production for 2025 and eyeing the start of a ride-hailing platform. What’s more, Tesla continues to rake in big bucks from full-self driving technology and expects humanoid robots to be a large contributor to the business in the not too distant future. Yahoo Finance executive editor Brian Sozzi sits down for an in-depth conversation with Bank of America senior automotive analyst John Murphy. Murphy – who joined the Automotive Hall of Fame in 2023 – shares his bullish outlook on Tesla after the company shocked most on Wall Street with its third quarter earnings results. The veteran analyst is modeling for double-digit percentage sales and earnings growth in 2025 and 2026 as Musk’s efforts gain hold.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-John Murphy joins Opening Bid

01:00-Talking Tesla

09:00-Tesla semi truck outlook

13:00-How the history of transport impacts automotive's future

19:00-Humanoid robots, no longer futuristic

21:40-Who runs Tesla, if Elon steps into a Trump administration?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

John Murphy is a Sr. Automotive Analyst at BofA Securities. He was recently inducted in the Automotive Hall of Fame having covered the automotive financial industry for over 20 years.

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Dude Perfect CEO armed to create 21st century media powerhouse

Fri, 25 Oct 2024 12:00:00 -0000

The traditional media industry continues to be disrupted by everything from new streaming networks to popular creators posting content on platforms such as YouTube. One of those disrupters the past 15 years has been Dude Perfect. The company was started by five friends who went to Texas A&M, and rose to fame for viral trick shot videos posted on YouTube. The company now boasts 60.5 million subscribers on YouTube and churns out a steady, broader array of content. Armed with a new $100 million capital infusion from Highmount Capital, Dude Perfect is gearing up for more unique programming and the build out of a new headquarters in Frisco, Texas. Yahoo Finance executive editor Brian Sozzi sits down for a chat with Dude Perfect CEO Andrew Yaffe. Yaffe joined Dude Perfect in October after eight years in leadership roles at the NBA. He is Dude Perfect’s first-ever CEO, and has big ambitions to create a new kind of media powerhouse.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Andrew Yaffe joins Opening Bid

05:30-Partnerships are lifeblood of content company

08:30-Fulfilling a need for family-friendly entertainment

14:50-Live sports are here to stay

18:00-Kid-safe streaming app

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Andrew Yaffe recently joined Dude Perfect as the company's first CEO and was previously an Former NBA executive .

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How this boardroom vet views the state of American leadership

Wed, 23 Oct 2024 12:07:00 -0000

What it means to be a good leader is rapidly evolving. The flow of information inside companies is traveling faster than ever before, and arriving to a more dispersed workplace. A more social media driven society is also changing how big businesses are viewed and how the leaders atop these companies should lead. That is in addition to businesses becoming more global in nature, bringing with it a unique set of challenges for the C-suite. Yahoo Finance executive editor Brian Sozzi sits down with former AT&T Business CEO Anne Chow. Chow – who spent 32 years at AT&T – currently sits on the boards of railroad giant CSX and industrial powerhouse 3M. The two discuss the future of leadership, the presidential election and how one should reconsider views on retirement.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Anne Chow joins Opening Bid

06:00-Talking industrial innovation

08:15-Culture is a competitive advantage

12:00-Called a DEI hirer professionally

19:20-'Rewirement' not retirement

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

As the first woman of color CEO in AT&T’s 140+ year history, Anne Chow led AT&T Business, a $35B global operating unit comprised of 35,000 people. Anne is currently Lead Director on the Board of Directors of FranklinCovey, serves on the Boards of Directors of 3M, and CSX. Anne Chow is also the author of "LEAD BIGGER: The Transformative Power of Inclusion"

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Why Nvidia is a generational investment

Mon, 21 Oct 2024 11:59:00 -0000

Nvidia’s stock is once again having a monster run, up about 13% in October alone. The advance has taken the year to date appreciation for the market darling to an astounding 180%. Underneath the surface, excitement continues to build on Wall Street about Nvidia’s new AI chip dubbed Blackwell. Sector analysts are chattering about a big positive fourth quarter surprise amid the initial rush of Blackwell demand. The chorus is growing that the fourth quarter will be the start of another impressive twelve month period for Nvidia as Blackwell production ramps. With new large language models being developed at a rapid clip, the bullishness on Nvidia makes a lot of sense. One of the more upbeat analysts on the Street is Bank of America’s Vivek Arya. Fresh off a notable price target hike on the stock, Arya joins Yahoo Finance executive editor Brian Sozzi to break down his analysis. Arya thinks Nvidia’s stock remains undervalued, laying out a compelling bull case to Sozzi.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Vivek Arya joins Opening Bid

02:45-Generational computing investment

06:20-Nvidia earnings growth prediction

13:15-Innovations roadmap

18:30-Disagreement with Intel's approach

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Vivek Arya is a Wall Street analyst for BofA Securities, focused on technology, semiconductors, and AI.

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AI upstarts think they are selling ‘God in a Box’: C3.ai founder

Fri, 18 Oct 2024 12:00:00 -0000

The pace of development for AI continues to blow minds. What was cutting-edge 90 days ago looks like old news today. AI models are doing more things, even quicker – an observation easily seen in Tesla’s new humanoid robots. After a big year for AI breakthroughs, what might 2025 hold? And will regulators finally catch up to the developers working on the next big AI projects? Yahoo Finance executive editor Brian Sozzi talks with C3.ai chairman and CEO Tom Siebel for a wide-ranging look at AI and how it may shape the future. The pair discusses leadership lessons learned over Siebel’s long-time spent in the tech industry, initially with early software pioneer Siebel Systems.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Tom Siebel joins Opening Bid

00:46-Overhyped AI

05:31-Too high market valuation

11:37-'If Nvidia disappeared tomorrow it would be the end of the world, but no one would know if Open AI disappeared'

16:55-Legislation over regulation on AI to protect us

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Tom Siebel is the Chairman and Chief Executive Officer of C3 AI. He was the Chairman and Chief Executive Officer of Siebel Systems, which merged with Oracle Corporation in January 2006. Founded in 1993, Siebel Systems became a leader in application software with more than 8,000 employees in 29 countries, over 4,500 corporate customers, and annual revenue in excess of $2 billion.

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Why Costco members are racing to buy gold bars

Wed, 16 Oct 2024 12:21:57 -0000

The economy has been behaving rather interestingly ahead of the November presidential election. On the one hand, the jobs market continues to moderate. Yet, major companies have begun to announce fresh layoffs – blaming AI in some cases. Despite inflation cooling, gold prices have soared. The Federal Reserve has kicked off what’s likely to be a prolonged period of interest rate cuts. While that has been well-received by investors, there are pros warning the Fed’s actions are signaling a sharp economic slowdown in 2025. Yahoo Finance executive editor Brian Sozzi talks with economist and one-time nominee by former President Trump to join the Federal Reserve board in 2020, Judy Shelton. Shelton thinks the Fed has backed itself into a corner by beginning to cut interest rates. At the same time, Shelton shares her concerns about the economy after the election and her outlook for gold prices.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Judy Shelton joins Opening Bid

05:15-In the apocalypse, buy gold

10:45-Is Jerome Powell the problem?

17:00-Why Judy likes Elon in government

20:00-Shelton: 'Harris copied no taxes on tips'

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Judy Shelton is a Senior Fellow at the Independent Institute. Former Chairman of the National Endowment for Democracy and former U.S. Director of the European Bank for Reconstruction and Development, she has testified before the U.S. Senate Banking, Senate Foreign Relations, House Banking, House Foreign Affairs, and Joint Economic Committee.

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What this whiskey CEO has to say about Gen Z's alcohol consumption—or lack thereof

Mon, 14 Oct 2024 12:00:00 -0000

The spirits industry has seen tremendous growth over the past decade as consumers seek out new flavors. Many of these same consumers have been open as well to spending ever higher sums of money for more premium spirits – all part of participating in the shift toward partaking in experiences rather than buying stuff. The industry has also seen a great deal of consolidation. In a special Opening Bid, Yahoo Finance executive editor Brian Sozzi descends to the New York City headquarters of Japanese spirits juggernaut Suntory Holdings. Sozzi meets up with Suntory Holdings CEO Tak Niinami, who has been at the helm of the maker of Hibiki and Yamazaki whiskey since 2014. Niinami shares his perspective into Gen Z, saying they are more "health conscious" and like to deal with companies that have a social awareness. He continues acknowledging the differences between his generation and Gen Z as it pertains to alcohol consumption and will focus on making adjustments to the business model accordingly. Niinami also talks about his leadership lessons honed during a decade of leading Suntory Holdings, and what the company’s next decade may look like.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Tak Niinami joins Opening Bid

02:00-Suntory is all about "east meets west"

05:25-Where Suntory can fill in the portfolio

09:00-How climate change will affect the alcohol industry

11:52-What changes in drinking habits mean for Suntory Whiskey

13:00-Shrinkflation and whiskey

19:45-Lessons in leadership

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Takeshi "Tak" Niinami is the Chief Executive Officer of Suntory Holdings, and has led the company's global strategic growth since taking the helm in 2014. Prior to joining Suntory in 2014, Tak served as CEO of Lawson, Inc., which he grew into one of Asia’s major convenience store operators, posting profit growth for 12 consecutive years and quadrupling its market capitalization during his tenure.

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Shrinkflation! What investors must know about Big Food’s troubles

Fri, 11 Oct 2024 12:00:00 -0000

The packaged industry has a few problems at its doorsteps entering 2025. For starters, the industry continues to be under fire from lawmakers like Senator Elizabeth Warren for shrinking package sizes in a bid to boost profits. Secondarily, stubborn inflation continues to weigh on profit margins. Many households are struggling from paycheck to paycheck, causing them to forego buying some snacks and frozen meals. And last but not least, the rise of weight loss drugs in the mold of Ozempic is taking a toll on outlooks for food businesses – and investor sentiment. Yahoo Finance executive editor Brian Sozzi chats with BofA Securities Senior Food & Beverage Analyst Peter Galbo. The veteran analyst has long covered the packaged food industry, including household names such as Hormel and Campbell Soup. With margins under pressure and big food getting raked over the coals this election season, are there any reasons for investors to own these stocks? If so, what is the best bet on the future of packaged food?

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Peter Galbo joins Opening Bid

00:43-Consumers are fed up with shrinkflation

05:10-Tough choices at the grocery store

06:45-Convenience stores cooling

16:51-McCormick flavors

22:45-Investing tips in the world of snacks

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Peter Galbo is BofA Securities' Senior Food & Beverage Analyst focusing on consumer relationship and behaviors with the food sector.

Peter Galbo disclosures for companies mentioned in episode:

Hormel Foods: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: No

Mondelez Int: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Kraft Heinz: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Conagra: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

Campbell Soup: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: No

McCormick: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: No

JM Smucker Company: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: No

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Top retirement mistakes you are still probably making

Wed, 09 Oct 2024 12:24:39 -0000

The wealth management industry could look vastly different a decade from now than it does today. For one, there continues to be consolidation in the industry as the largest players in the field seek out more investable assets and bigger client pipelines. Second, the coming wealth transfer between baby boomers and their children will likely lead to more services by wealth managers to help manage the transition. After all, millennials will suddenly be tasked with putting potentially large sums of money to work to be passed down to their children. And lastly, artificial intelligence (AI) stands to permeate the industry as a low cost way to manage assets. It’s the latter element that has many advisors in the industry concerned about the investing risk AI will pose, and the risk to their jobs. Yahoo Finance executive editor Brian Sozzi sits down with Domain Money founder and CEO Adam Dell. Dell takes Sozzi inside his view of the future of wealth management and what it’s like to be a serial entrepreneur.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Adam Dell joins Opening Bid

06:30-Working toward retirement without being 'shackled to a job'

14:00-Why hope is not an investing strategy

20:00-Lessons for young VCs

21:30-How AI will disrupt financial planning industry

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Adam Dell was most recently a partner at Goldman Sachs where he served as Head of Product of Marcus by Goldman Sachs. There he built foundational products like Marcus Invest, Marcus Checking and the market leading mobile application Marcus Insights. Prior to Goldman, Adam founded four companies, including Clarity Money, acquired by Goldman Sachs (GS); MessageOne, acquired by Dell (DELL), Buzzsaw, acquired by Autodesk (ADSK) and Civitas Learning, acquired by Francisco Partners.

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Stocks may be spooked by rising bond yields

Mon, 07 Oct 2024 12:31:17 -0000

Investors are pushing aside the looming presidential election as a key risk to rip-roaring stock prices, and are beginning to focus on the here and now. And on that score, things are beginning to appear a little dicey. Middle East tensions are on a steep climb, putting upward pressure on oil prices among other commodities. That has some on the Street voicing concern about the prospect for renewed inflation. Recall, it has been a steady deceleration in inflation in recent months that allowed the Federal Reserve to slash interest rates by 50 basis points in September. Stocks have subsequently climbed as traders price in a steady dose of policy easing. But if inflation kicks back into gear, hopes more rate cuts could be dashed alongside the broader markets. StoneX chief market strategist Kathryn Rooney Vera reveals her top strategies for dealing with rising risks to the rally. Is it time to rotate into cash? Rooney Vera chats about that and more on Opening Bid with Yahoo Finance executive editor Brian Sozzi.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00- Kathryn Rooney Vera joins Opening Bid

3:00-Evaluating economy strength

12:00-Impact of fed rate cuts

17:00-S&P election predictor

22:00-Stories from Bear Stearns

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Kathryn Rooney Vera is a Chief Strategist at StoneX Group, a leading financial services firm that provides global market access and customized solutions across asset classes.

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OpenAI leadership exodus: Why this management expert is concerned

Fri, 04 Oct 2024 12:00:00 -0000

It happened with Starbucks (SBUX) it happened with Boeing (BA), it happened with Nike (NKE), and now it’s happening with OpenAI. Executive management turnover seems to be the recent corporate trend, and it’s causing concern for leaders, analysts, and investors alike

In this week’s episode of Opening Bid, Market Domination anchor Julie Hyman sits down with Gautam Mukunda, Lecturer of Management Practice at the Yale School of Management and author of “Picking Presidents” to discuss executive management changes and corporate leadership within corporations, focusing in on OpenAI and rising concerns for the tech giant.

Hyman also touches upon Mukunda’s recent article for Forbes in which he breaks down a recent psychological study where researchers who focus on psychopathy and management determined CEOs have elevated levels of psychopathic traits. Mukukda elaborates on this, explaining the concept of ‘fearless dominance,’ and how CEOs are fearless, take risks, and never rattle under pressure.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

1:16-5:14 Shifting management at OpenAI and concerns about future of technology

8:37-12:00 Impact of OpenAI's business plan on investors. Emphasis on profit over product.

13:20-16:59 Executive management changes in other companies like Nike, Starbucks, and Boeing

20:59 Mukunda's overview of a Forbes article containing a study of psychological between traits of prisoners and CEOs

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Gautam Mukundaam is a Lecturer of Management Practice at the Yale School of Management, an Adjunct Associate Professor at Fletcher School of Law and Diplomacy, and the author of Picking Presidents.

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What a flurry of interest rate cuts will mean to economy

Wed, 02 Oct 2024 12:19:56 -0000

By most indications, the Federal Reserve has engineered a soft landing for the economy. Loosely defined, that is the economy is still growing solidly in terms of jobs and wages despite a heavy dose of interest rate hikes from the Fed. Now many on Wall Street expect the economy to re-accelerate into year end and in 2025 as the Fed begins a rate cutting campaign. But are investors being too optimistic about the economy? After all, inflation continues to pressure the average household and many feel economically left behind from the past four years. Yahoo Finance executive editor Brian Sozzi sits down with Mastercard Economics Institute chief economist Michelle Meyer inside the Nasdaq MarketSite in Times Square to get an inside view of the US economy, and how things may shake out post-election for consumers.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Michelle Meyer joins Opening Bid

03:00-Holiday forecast from the Mastercard Economics Institute

06:20-Fed rate cuts impact on consumers

14:00-Does pandemic inflation linger?

19:30-Taylor Swift's 'Swift Lift'

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Leading the Mastercard Economics Institute as chief economist, Michelle Meyer’s responsibilities include development and delivery of differentiated economic, financial, policy and market thought leadership for customers, Mastercard and public policy.

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PayPal CEO: we are headed for a total transformation

Mon, 30 Sep 2024 12:00:00 -0000

Turning around an iconic company that has been experiencing stumbles is no small task. Sometimes a turnaround never materializes, and sometimes it happens very slowly. But sometimes a new CEO’s initiatives gain hold, reinvigorate the organization and the one-time iconic company enters a new period of growth. Investors in legendary digital payments company PayPal are waiting to see what one of those buckets it will fall into under new CEO Alex Chriss. Chriss is now officially one-year into the top job, and has wasted no time shaking up the company’s internal mindset and leadership team. He is beginning to rollout new products to go alongside a revamped corporate logo and marketing campaign. Yahoo Finance executive editor Brian Sozzi sits down with Chriss inside the Nasdaq MarketSite in Times Square to get the scoop on PayPal’s turnaround plan. Will it work? Chriss makes the pitch that it will.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Alex Chriss joins Opening Bid

02:40-PayPal CEO's word of the year

07:00-What's the biggest advantage PayPal has?

13:00-Evolving Venmo under PayPal

16:00-Is PayPal and crypto compatible?

21:00-PayPal CEO's mentors and best advice

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

As as PayPal's President and CEO, Alex Chriss brings deep expertise in leading high-growth businesses, global product strategy, and customer-driven innovation to his role.

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The unintended consequences of AI in markets: Tradeweb's CEO

Fri, 27 Sep 2024 12:00:00 -0000

Don’t be upset with yourself if you have never heard of Tradeweb Markets, just promise to do better next time. Because the reality is you should have heard about Tradeweb Markets five years ago – the stock is up more than 200% and the company’s market cap now stands at about $26 billion. The company is one of the more under-the-radar names in the financial services space, focused on electronic trading operations for various asset classes. At the helm is CEO Billy Hult, who has been with Tradeweb pretty much since its founding in 1996. Hult has been leading the company as CEO since 2023, and quietly signing off on several transformational acquisitions that will expand Tradeweb’s reach. Yahoo Finance executive Brian Sozzi talks with Hult about the future of trading, how AI will reshape the investing landscape and what it means to lead with purpose.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Billy Hult joins Opening Bid

02:06-Magnificent and lesser-known Tradeweb

06:00-Eyes on market regulation

13:00-Surviving 9/11 with Tradeweb

17:15-What sets Tradeweb apart

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Billy Hult is Chief Executive Officer of Tradeweb Markets. Hult has played a pivotal role in Tradeweb’s evolution as a leading global operator of electronic marketplaces for rates, credit, equities and money markets. He has led the development of numerous innovations connecting liquidity providers and investors across retail, wholesale and institutional markets.

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Google is a monopoly and here’s the best outcome: You.com founder

Wed, 25 Sep 2024 12:15:11 -0000

AI development seems like it’s moving at the speed of sound. If 2023 was about co-pilots, this year is shaping up to be about agents that work with humans to improve business performance. At the same time, AI chip giants Nvidia and AMD are racing to keep up with demand for their new chips. Yahoo Finance executive editor Brian Sozzi sits down for an extensive chat with You.com founder Richard Socher. Socher has pretty much seen and done it all in terms of AI development. He was chief scientist at Salesforce helping to develop many of the company’s advancements in AI. At You.com, he is using AI to better drive the company’s search engine business and take the fight to Google. You.com recently raised $50 million from the likes of Nvidia and Salesforce Ventures, valuing the business close to $1 billion. What’s next in AI? Socher is the guy to pontificate on it.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Richard Socher joins Opening Bid

01:00-Talking AI agents

12:00-Competitive Google battles

16:00-AI represents a shift in humanity

21:00-Nvidia is second largest investor in You.com

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Richard Socher is the CEO and founder of You.com, the first chat-search assistant. He also invests in and mentors other startups at AIX Ventures where he's a founder and managing partner.

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Whole Foods CEO: we are no longer whole paycheck

Mon, 23 Sep 2024 12:27:08 -0000

Whole Foods CEO Jason Buechel has had his hands full since taking over as CEO from iconic founder John Mackey in 2022. He has guided the organic grocer through unprecedented levels of inflation, impacting how even his higher end shoppers shop. The competition in the organic grocery space has intensified. Meanwhile, the company remains a retailer inside the behemoth that is tech giant Amazon — which has gone on a stretch of financial belt tightening of late. Whole Foods and Buechel are looking to persevere, accelerating the pace of new store openings while staying true to the unique culture established by Mackey. So what’s next for Whole Foods? Yahoo Finance executive editor Brian Sozzi chats with Buechel about business, life and what his leadership future may hold.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jason Buechel joins Opening Bid

06:00-The vision for stores

10:00-Addressing inflation

14:00-Gen Z looking toward the future of food

18:00-Family farms to Fortune 500

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Jason Buechel serves as Chief Executive Officer at Whole Foods Market. Prior to his role as CEO, he served as Chief Operating Officer.

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Salesforce CEO on Disney, AI, Terminator, and the future of technology

Fri, 20 Sep 2024 12:00:00 -0000

Developments on the AI front are coming in hot and heavy. OpenAI is eyeing a huge capital raise. Microsoft is full steam ahead with a co-pilot for everything. Tesla CEO Elon Musk is whipping up humanoid robots. And bumbling lawmakers are still trying to figure out how to regulate the technology before the year 2040. And then there is a tech giant like Salesforce, which is going all in on “autonomous agents” to help unleash the power of businesses around the world. Salesforce says it’s agents could bring in big business, and usher in a whole new way of closing deals. Yahoo Finance executive editor Brian Sozzi sits down with Salesforce co-founder and CEO Marc Benioff – a champion of these agents – from inside the company’s annual extravaganza in San Francisco known as Dreamforce. How big is “Agentforce” going to be for Salesforce? Sozzi gets to the bottom of it!

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Marc Benioff joins Opening Bid

03:00-Salesforce agents vs Microsoft co-pilots

06:00-For the love of Disney

10:40-Is AI going to steal our jobs?

14:40-Terminator: biggest AI fear

20:27-Pay parity at Salesforce

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Marc Benioff is Chair, CEO, and Co-Founder of Salesforce and a pioneer of cloud computing. He is also a philanthropist, boosting healthcare and affordable housing in Hawai'i with major donations and land contributions, and has campaigned for gender and LGBTQ+ rights.

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Why the Fed's soft landing is in sight

Wed, 18 Sep 2024 12:00:00 -0000

All eyes are on the Federal Reserve as its highly-anticipated September meeting has finally arrived. The central bank is expected to cut interest rates for the first time in four years as it eyes a soft landing for the US economy in its battle against inflation. Dan Niles, Niles Investment Management founder and portfolio manager, joins Yahoo Finance anchor Seana Smith on Opening Bid to discuss how the Fed's rate-easing cycle could impact the market and why he believes a soft landing is in sight. Niles also discusses the state of AI and Big Tech as investors brace for a market rotation and look for returns on AI players' massive CapEx spending.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Dan Niles joins Opening Bid

04:00-Looking at a soft landing

08:50-Why META is Nile's favorite

14:40-Apple is always a bit late

18:00-Revenue of AI stocks aren't aligned with spend

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Dan Niles is the founder and portfolio manager of Niles Investment Management serving institutional and high net-worth investors since 1990. Before the Wall Street bell called to him, launching a 34 year-long career, Dan was an engineer, having received a Bachelor of Science in Systems Engineering from Boston University and a Master of Science in Electrical Engineering from Stanford University.

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Palantir co-founder talks big tech and backing Trump

Mon, 16 Sep 2024 12:00:00 -0000

If you know the name Joe Lonsdale, Founder and Managing Partner of 8VC, you’ll also know of his brand of bold—as he self-describes—and sometimes controversial stances across technology, politics, and social issues. But as a billionaire, Silicon Valley-turned-Texas venture capitalist, no one can deny the incredible success he’s seen in business. He co-founded Palantir Technologies (PLTR) alongside Peter Thiel and others. That company is about to celebrate a big milestone with the announcement that it will join the S&P 500 (^GSPC). Lonsdale joined Asking for a Trend anchor Josh Lipton on Opening Bid to discuss the state of the company, how to succeed in business, why he’s supporting former President Trump's reelection bid, and his hot takes on American society.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Joe Lonsdale joins Opening Bid

00:40-Trump, Vance, and shifts in republican party

07:40-Advice to young people in tech

11:18-Shift in venture capitalist funding to defense

15:10-Talking Musk, Thiel, Zuckerberg, Levchin, Hoffman

20:55-Inaugural year of University of Austin

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Joseph Lonsdale is an American entrepreneur and venture capitalist. He co-founded companies including Palantir Technologies, Addepar, and OpenGov, and co-founded and serves as the managing partner at the technology investment firm 8VC.

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AI's main growth challenges live in US infrastructure

Fri, 13 Sep 2024 12:00:00 -0000

Behind popular AI tools like ChatGPT, DALL-E, and Gemini lies the vast, often overlooked realm of infrastructure. From chip manufacturing to massive data centers, these facilities form the backbone of our digital landscape. However, they consume huge amounts of electricity, land, and water— all while dealing with a shortage of construction companies and workers.

In today's episode of Opening Bid, Clayco executive chairman and founder Bob Clark sits down with Yahoo Finance anchor Julie Hyman to unpack the intricate world of AI infrastructure, the broader U.S. construction landscape, and what August's jobs report tells us about the industry. As Clark puts it, "When you're paying just $100 a day for people to show up, that is a sign of a topped out labor market."

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Bob Clark joins Opening Bid

02:00-Harris has picked up independents, but how is Trump's ceiling so high?

06:00-The struggle with regulators

13:00-Wall Street to building a street

16:00-AI chip infrastructure building constraints

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Bob Clark is the founder and executive chairman of construction firm Clayco, which he started in 1984 as a college dropout. Bob has grown Clayco into one of the top full-service building firms in North America while building Clayco's commitment to the communities in which they work.

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Why split power in Washington is better for markets

Wed, 11 Sep 2024 13:19:00 -0000

The debate Tuesday between former President Donald Trump and Vice President Kamala Harris was fiery, with both nominees hoping they won over voters with their arguments on everything from the economy to immigration. While Wall Street veteran strategist and former Wells Fargo Chief Investment Strategist Jim Paulsen, however, is more focused on the micro things, like what policies will affect individual sectors. Paulsen joined Yahoo Finance anchor Seana Smith on Opening Bid to break down what's happening in the markets, recession predictions, and expected Federal Reserve rate cuts. As far as politics go, Paulsen shared his hot take. He thinks investors should care more about split power instead of who sits in the White House. “It’s more harmful for one party to have all the power,” he explained, and would prefer a combination of parties across the three branches of government to benefit the market. All that and more on Opening Bid.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jim Paulsen joins Opening Bid

02:30-Soft-landing and recessions look the same

08:00-The fiscal juice

14:40-Post-debate recap

18:40-Feeling like a whole new bull market

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Jim Paulsen is a retired Wall Street Economist after 40 years, and Former Wells Fargo Chief Investment Strategist. We're also big fans of his substack publication “Paulsen Perspectives”

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Why Trump and Harris must reckon with expiring tax cuts

Mon, 09 Sep 2024 12:11:59 -0000

On the eve of the first presidential debate between Vice President Kamala Harris and former President Donald Trump, voters wait to see the two face-off. Some look for the presidential hopefuls to elaborate on policy plans, while others might tune-in for the drama and zingers; here at Yahoo Finance, we’re watching all things economics and markets. To bridge the gap between markets and the election, Evercore chairman emeritus Ralph Schlosstein joined Opening Bid, speaking with with Yahoo Finance's Julie Hyman, in for Brian Sozzi. As an avid democrat donor and a notable figure in investment banking for decades, Schlosstein explained that if Harris wins in the rapidly approaching November election, “there’s going to have to be a major discussion about taxes because all of Trump tax cuts expire in 2025.” He added, he thinks a Harris administration would have a modest effect on the markets, while the risk of market volatility is higher under another Trump administration.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ralph Schlosstein joins Opening Bid

03:00-Looking at Fed rate cuts

06:00-Uncertainty is the enemy of M&A

13:45-Corporate tax rates must still be competitive, globally

22:30-What it's like being husband to US Ambassador to the UK, Jane Hartley

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Ralph Schlosstein has been a notable figure in the field of investment banking for more than four decades. He is chairman emeritus of Evercore, a leading global independent investment bank in New York City.

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From Alexander Hamilton to crypto: Market review from the CEO of America's oldest bank

Fri, 06 Sep 2024 12:00:00 -0000

Not many banks can say they are America’s oldest bank. In fact the only one who could lay claim to that title is BNY, founded 240 years ago by Alexander Hamilton. BNY has gone from its storied lineage tied to Hamilton and banking titans in the Mellon family, to a financial institution that oversees $50 trillion in assets. The company is a powerhouse in the business of wealth management, and is the country’s largest custodian. Interestingly, it still doesn’t operate a retail bank – hence making it lesser known than JP Morgan, Citi and Bank of America. Yahoo Finance executive editor Brian Sozzi sits down for a chat with BNY CEO Robin Vince. Besides sharing a history listen on the storied bank, the British-born Vince reveals his biggest financial system concern and the impact to stocks as the Federal Reserve prepares to embark on interest rate cuts. As icing on the cake, Vince shares his thoughts on the impact of new artificial intelligence on the banking system and crypto – and likely your life.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Robin Vince joins Opening Bid

04:00-What this company has learned in it's 240 years

08:00-Personal advice: don't try to have it all

12:00-Looking at interest rate cuts

16:00-Smaller banking institutions can serve some communities better

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Robin Vince is the President and Chief Executive Officer at BNY and a member of its Board of Directors.

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Why tech stocks are still darlings even as they get drilled

Wed, 04 Sep 2024 12:11:00 -0000

The year end is fast-approaching for investors, and the waters are getting rocky. Stocks experienced their first growth scare in early August as recession fears resurfaced out of the blue. Markets stabilized by month’s end. But the one-two punch of disappointing earnings out of AI darling Nvidia and weakening US economic data has markets back in a tizzy in September. Back top of mind with investors: will the economies low sharply in 2025, and how much. The fears around growth have investors clamoring for a 50 basis point rate cut from the Fed in September, which is unlikely to happen. Sprinkle in Election Day nearing, and investors look to be in a state of confusion. Yahoo Finance executive editor Brian Sozzi talks with State Street Global Markets head of equity research Marija Veitname in a bid to make sense of this confusion. Vietnam serves up her top investment strategies, and also walks investors through how to build success models in such a topsy-turvy backdrop for the markets.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Marija Veitname joins Opening Bid

04:00-Looking at market volatility

07:30-What rate cuts mean for the stock market

14:30-Pushing US investors to think globally

18:30-The 'election factor' in data

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Marija Veitmane is a Head of Equity Research at State Street Global Markets. She has worked in the research team since its inception two decades ago.

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Trump is serious about stronger tariffs: former US Commerce Secretary Wilbur Ross

Fri, 30 Aug 2024 12:32:15 -0000

Not many people know former president Donald Trump like Wilbur Ross. Ross has known Trump for decades first as a real estate mogul and then as his boss, serving in the capacity of US Commerce Secretary. As a member of Trump’s cabinet, Ross was instrumental in pushing through tariffs on China and helping to usher in lower taxes for businesses and households. Yahoo Finance executive editor Brian Sozzi goes in-depth with former US Commerce Secretary and long-time businessman Wilbur Ross. Ross takes Sozzi inside the thinking of the former president on all things business, including tariffs on China and the Federal Reserve. Ross also weighs in on what a second Trump presidency may look like and why. Ross – the author of the new book Risks and Returns: Creating Success in Business and Life – goes onto discuss the potential impact of higher taxes and more regulation on business should vice president Kamala Harris win the White House.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Wilbur Ross joins Opening Bid

01:00-Wilbur Ross' new book 'Risks and Returns: Creating Success in Business and Life'

07:00-Early lessons in business

15:00-Taxes taxes taxes

20:00-What a Trump vs Harris presidency could mean

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Wilbur Ross is an American businessman who served as the 39th United States secretary of commerce from 2017 to 2021.

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How a President Harris or Trump could roil the economy

Wed, 28 Aug 2024 11:00:00 -0000

The stock market has bounced back from the growth scare that ensued earlier in August. To many folks on Wall Street, the sell-off was overdone and opportunities continue to exist into the fall. There are certainly catalysts to warrant the more upbeat assessment on risk assets: the Fed may cut rates in September and Corporate America continues to churn our healthy profits. Yahoo Finance executive editor Brian Sozzi drills into all things stock market with Raymond James CIO Larry Adam. Adam not only has his pulse on the markets from the opening bell to the closing bell, but he is tasked with providing top level insights to wealthy investors around the world. Adam tells Sozzi he remains bullish on tech stocks, but is more cautious on consumer discretionary names such as Disney and AirBNB. Small-cap stocks could be worth nibbling at ahead of Fed rate cuts this fall, which could boost the economy, fancies Adam.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Larry Adam joins Opening Bid

00:16-Today's market minute

04:30-The problems with panic-selling

08:30-Proactive rate cuts

13:11-Election breakdown

16:30-Investor advice

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Larry Adam is the Chief Investment Officer at Raymond James.

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Memo to Nvidia bears: tech beast has a monopolistic profit margin

Mon, 26 Aug 2024 12:02:35 -0000

Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia comes with its expectations for financial greatness every single quarter. Yahoo Finance executive editor Brian Sozzi chats with veteran tech investor and analyst Paul Meeks to get his thoughts on Nvidia’s coming earnings report and what its future may hold. Meeks reminds investors that there are other great tech stocks to own besides Nvidia such as retail investor favorite Super Micro. Meeks adds that humanoid robots may not be a big thing, and as such Tesla’s Elon Musk is simply distracting investors from bad EV results.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Paul Meeks joins Opening Bid

04:00-What to expect of Nvidia earnings

09:00-Where to get in and out on Nvidia

12:00-How do investors know when we're hit the tech top?

16:00-Comparing AI 1.0 to 2.0 plays

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Paul Meeks has covered the technology industry as an analyst and manager since 1992, and has worked as the CIO and Portfolio Manager of Harvest Portfolio Management for 37 years.

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Why this major Tesla investor and Elon Musk supporter is pulling back

Fri, 23 Aug 2024 12:00:00 -0000

When isn’t Tesla’s stock a lightning rod for sharp opinions from both bulls and bears!? Now is one of those moments where views from each passionate camp are coming in hot and heavy. On the one side, you have a Tesla retail investor like Alexandra Merz saying on the Opening Bid podcast that Tesla’s stock is severely undervalued. “I’m very convinced this [stock] goes to $5,000 or $10,000 [long-term] once people understand what Tesla is all about,” Merz said. On the other side of the coin there are those less enthusiastic about the stock as Elon Musk voices continued support for former President Donald Trump. The company is also dealing with more sluggish sales of EVs as hybrids return to the forefront. So who is right and who is wrong on Tesla’s wild stock? Yahoo Finance Executive Editor Brian Sozzi goes in-depth with Gerber Kawasaki Co-Founder, CEO and CIO Ross Gerber. Gerber is a Tesla investor, but has had no problems calling out the company’s problems…and Musk.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ross Gerber joins Opening Bid

00:15-Market Minute

03:00-Tesla evaluation on X is just wrong

08:30-How do we know the robots won't kill us?

12:00-EV loving liberals trumped by magas and Trump

16:40-Sensitive innovators

20:00-The Nvidia guy

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

As the co-founder, president, and CEO of Gerber Kawasaki Wealth and Investment Management, Ross Gerber and his team oversee $2.2 billion in investments. He is also a regular media contributor, and his company is very popular on social media.

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Is a 50 basis point rate cut on the table? BlackRock’s Rieder doesn’t rule it out

Wed, 21 Aug 2024 12:14:00 -0000

A sense of calm has returned to markets after a volatile start to the month. But that doesn’t mean the coast is clear. Pros that Yahoo Finance are speaking with are gearing up for a volatile September for markets amid the looming presidential election and a new Fed meeting, where the monetary policy stewards may cut interest rates. So what’s the play for your portfolio with this unknown backdrop? Yahoo Finance executive editor Brian Sozzi and Yahoo Finance ‘Market Domination’ host Julie Hyman talk at length with Blackrock chief investment officer of fixed income Rick Rieder. In this Opening Bid episode, Rieder shares his top volatile trades and offers perspective into how markets may trade around the election.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Rick Rieder joins Opening Bid

04:00-Evaluating the market calm

08:00-Looking forward to seasonal events

11:30-Early slowing signals

17:00-Breaking down BINC: BlackRock's Flexible Income ETF

18:00-Looking at Gen X at 'net savers'

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

As CIO of Global Fixed Income and Head of the BlackRock Global Allocation team, Rick Rider talks across equities and fixed income.

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What Nvidia, Ford, and AI have in common: SPECIAL ROUND UP

Mon, 19 Aug 2024 12:14:07 -0000

Are Tesla and Ford friends or foes? What stocks doest Howard Buffett trade? Can Nvidia keep the trend moving up up up?

The summer might be coming to a close, but we're just getting started. This week marks 4 months and our 40th episode since we launched this podcast, so we're bringing you our favorite big moments from the pod so far: from interviews with Jim Farley and Howard Buffett, to big stocks wrap-ups! Like, follow, and subscribe to stay-tuned for more great content.

Plus, a new week means fresh market news to digest. We're looking at Goldman Sachs (GS), Chipotle (CMG), McDonald's (MCD), and more. Look out for that at the top.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Special episode on Opening Bid

00:10-Today's market digest

02:11-Nvidia: EMJ Capital founder Eric Jackson

05:52-Elon and Tesla: L&F Investor Services CEO Alexandra Merz

09:35-Starbucks vs. Chipotle: Former Medtronic CEO Bill George

13:09-Ford CEO Jim Farley

15:49-Affirm founder and CEO Max Levchin

19:01-Howard G. Buffett Foundation Howard Buffett

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

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What new Starbucks CEO Brian Niccol must instantly do to address crisis

Fri, 16 Aug 2024 12:00:00 -0000

It’s not easy being a leader. Some would argue that you were either born a leader or not. The same could be said for being a great supporting coach to a hard-charging leader. Enter executive fellow at Harvard Business School and former Medtronic CEO Bill George. George is viewed by those in the C-suite as one of the most successful CEOs to ever have done it. While driving major growth at the healthcare device company, George has been able to also serve on the boards of the world’s largest companies such as Target and ExxonMobil. Since leaving Medtronic as CEO in 2002, George has focused on spreading leadership lessons learned from a career that started in the Defense Department in the mid 1960s. Based on his experience, George thinks Vice President Kamala Harris picked the right running mate in Minnesota governor Tim Walz. He believes Boeing just picked the right CEO in Kelly Ortberg, and Starbucks in Brian Niccol. And for good measure, he thinks CEOs make too much money! Yahoo Finance Executive Editor Brian Sozzi goes in-depth with George on these hot-button topics and much more.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Bill George joins Opening Bid

02:00-Addressing a company in crisis

08:00-Eyes on CEOs

12:00-Tim Walz tapped as Harris' running mate

18:00-'Trumponomics' impact on business

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Bill George is an executive fellow at Harvard Business School, where he was a Professor of Management Practice and Senior Fellow teaching leadership from 2004-2022. He is the former chairman and CEO of Medtronic, and earlier in his career, he was a senior executive with Honeywell and Litton Industries and served in the U.S. Department of Defense.

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Steve Jobs’ former intern on the AI and Nvidia craze

Wed, 14 Aug 2024 11:57:00 -0000

It gets no bigger in tech then legendary Apple co-founder Steve Jobs. Jobs revolutionized how life is conducted each and every day with breakthrough products such as the iPod and iPhone. Over his storied career, Jobs was known to be an intense leader that obsessed over the smallest of details. The goal: to make darn near perfect products for picky consumers. Letting Jobs down was not a good survival strategy at Apple at any point, and still isn’t to this very day years after his passing. So what was it really like to work for a visionary such as Jobs? Yahoo Finance Executive Editor Brian Sozzi chats with DataStax CEO Chet Kapoor. As a young intern at Jobs’ computer company Next (which he founded after being shown the door at Apple), Kapoor got to work a mere 20 yards from Jobs each day. That close proximity to Jobs changed the course of his business career and life, Kapoor says. Today, Kapoor is taking those lessons learned from Jobs to build AI player DataStax into a powerhouse.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Chet Kapoor joins Opening Bid

03:00-Across the industry, how ethically is AI being built?

08:40-Emotionally connecting to a chatbot? Yeah, right.

14:00-What it was like to work as an intern under Steve Jobs

20:19-Bat signal for the next Steve Jobs

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Chet Kapoor is Chairman and CEO of DataStax, a real-time AI company.

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Has the stock market bottomed?

Mon, 12 Aug 2024 12:10:56 -0000

So much for smooth sailing for markets in 2024! After making a lot of money on the long side this year notably with hot AI trades like Nvidia, investors are battling through their worst stretch of turbulence in some time. Yahoo Finance Executive Editor Brian Sozzi sits down with AlphaSimplex chief research strategist Kathryn Kaminski. Kaminski has decades of experience in the markets, and doesn’t approach assessing stocks and asset classes in conventional ways. To Kaminski, when everyone is yelling fire in the crowded theater that could be a great time to find exciting buying opportunities. With markets having a volatile August that has caught many investors off guard, what should be one’s playbook for success entering the fall? Kaminski reveals her top strategies.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Kathryn Kaminski joins Opening Bid

05:00-Day in the life of an investor

07:20-Trend following as a strategy

11:00-Investor complacency

15:40-How do new investors build a portfolio in this environment?

16:30-Want to buy Nike...

18:40-Success of systematic investments

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Kathryn Kaminski, PhD, CAIA, is the Chief Research Strategist and Portfolio Manager at AlphaSimplex Group, focusing on quantitative and systematic futures trading. She is also the co-author of 'Trend Following with Managed Futures: The Search for Crisis Alpha.'

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Rate cuts vs. AI boom: the battle for investor attention

Fri, 09 Aug 2024 12:00:00 -0000

Is the US in a recession? Are businesses pulling back on transformation projects for fear of who wins the White House? And speaking of the White House, what is the aftermath internationally for businesses after a brutal election season cycle? Yahoo Finance Executive Editor Brian Sozzi chats with Cognizant CEO Ravi Kumar on the state of the world economy, especially in the United States with recession fears swirling. Kumar is also no stranger to the power of artificial intelligence. Kumar thinks AI will severely disrupt how business is done and by extension, the jobs market globally. The time is now for workers to get prepared for this transformational change.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ravi Kumar joins Opening Bid

05:00-India as an emerging market

08:00-How geopolitical uncertainty effects tech and business

13:00-AI is slow to pick up but sharp to take off

19:00-Let's look at rate cuts

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Ravi Kumar is the CEO of Cognizant focusing on success in the golden era of technology.

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Are we on the cusp of a black swan market crash? Not according to this investor

Wed, 07 Aug 2024 11:58:32 -0000

The stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the presidential election in November. So what is an investor to do when down seems like up and up seems like down? Yahoo Finance Executive Editor Brian Sozzi chats with Wind Shift Capital Founder Bill Blain. Blain pulls no punches in this convo, voicing his concern on Tesla’s stock price and big-cap tech stocks like Apple. However, Blain is more bullish on the outlook for Boeing under its new CEO and thinks a turnaround could happen sooner rather than later. As for markets, Blain doesn’t see a stock market crash on the horizon amidst major volatility this summer. But that doesn’t mean he sees the start of a new bull market, either.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Bill Blain joins Opening Bid

01:30-AI is slower and more expensive than we thought

04:00-The problem of compliance-written market commentary

08:30-Tesla to 10K? Simply unrealistic

13:50-Harris or Trump; who is better for stocks?

16:40-UK economy compared to global markets

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Bill Blain is CEO of Wind Shift Capital advising clients on alternative asset investments, and author of Blain's Morning Porridge—his say-it-like-it-is market commentary.

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Why this Tesla investor thinks the stock could hit $10,000

Mon, 05 Aug 2024 12:03:31 -0000

Tesla is having a tough summer. The EV leader is fresh off a challenged second quarter amid slowing demand for plug-in autos and greater price competition from the Big 3 automakers. The company also delayed the unveiling of its robotaxi vision to October. As a result of these concerns, Tesla shares have dropped 16% in the past month. Injecting further volatility into the name: Elon Musk’s vocal support for former president Donald Trump in his latest attempt to secure the White House. Yahoo Finance Executive Editor Brian Sozzi chats with Tesla expert and investor Alexandra Merz. Merz—who goes by @TeslaBoomerMama on X—is known for her in-depth posts on the fundamentals of Tesla. She is also viewed as a go-to ringleader for fellow Tesla retail investors, and puts forth thought-provoking ideas on how Elon Musk could further leverage his AI kingdom.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Alexandra Merz joins Opening Bid

01:00-Market watch: tech stocks down

06:00-Merz on Tesla: "vision to action"

08:00-Robotaxis

15:00-Stocks go up and down, but the technology has to continue to grow

20:00-What happens to Tesla after Elon Musk?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Alexandra Merz—a self-described Elon fangirl—is the Founder & CEO of L&F Investor Services.

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Election risk: "Do your homework" says top strategist

Fri, 02 Aug 2024 12:00:00 -0000

President Biden's decision to drop out of the 2024 presidential race serves as a reminder to traders that in the world of politics, things can change quickly. For investors, it means you shouldn't back up the truck and go all in on trading potential White House winners and losers.

In other words, the fundamentals of investing still matter! Yahoo Finance Executive Editor Brian Sozzi chats with former Bridgewater Associates Chief Investment Strategist Rebecca Patterson.

"The most important thing for investors is that you have to put all the possible policy changes in aggregate" she says of the election, adding that you have to look at what has "already been priced in".

For context, Bridgewater Associates is the largest hedge fund in the world and arguably the most influential in markets. Patterson reveals her best investing strategies that she used with success at Bridgewater and in her prior positions at JPMorgan.

Patterson is also a fan of currencies, and looks to demystify the process of making money on pieces of paper such as the US dollar and the Japanese Yen.

"I was writing for Dow Jones and JPMorgan called", Patterson recalls about her earlier career. "To me currency markets are the intersection of everything" she adds.

Opening Bid brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

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Why the Fed should shoot for 0% inflation: Judy Shelton

Wed, 31 Jul 2024 12:03:51 -0000

Economic improvement over time is supposed to be achieved by having vigorous debate from those with varying perspectives. No one has a monopoly on great ideas that could unleash economic empowerment for households and economics.

But as if often the case on these fronts, those with more fierce views on how to improve get put in a box as too extreme. That is where one could find Dr. Judy Shelton, a one-time nominee by former President Donald Trump to join the Federal Reserve board in 2020.

Do we even need the Fed? Brian Sozzi asks her. "We have to go incrementally" she says. We shouldn't be talking about the Fed's next move" she adds. We should be talking about how people are doing, she suggests.

Shelton was slammed by lawmakers throughout the nominating process for her support of the gold standard, among other more aggressive ideas to improve the economy and financial markets. Shelton didn’t win approval for the Fed board, but remains close to the Trump camp and is reportedly on his short list to be the Fed chair should he win four more years in the White House.

Yahoo Finance's Executive Editor goes in-depth with Dr. Shelton, who is out with a new book called “Good as Gold: How to Unleash the Power of Sound Money.” The pair discuss some of her perceived controversial ideas and if she has any interest in being Fed chair.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

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'You have to stick to your guns a little bit': The AI trade

Mon, 29 Jul 2024 12:37:05 -0000

"You have to stick to your guns a little bit" says Drew Pettit, Citi Director of US Equity Strategy when asked about investor euphoria, market bubbles and AI general: the latter remains one of its top themes.

Speaking with Brian Sozzi on Yahoo Finance's Opening Bid, Pettit gets into the weeds on the AI trade saying "structurally we like AI, we think it's a game changer" adding "I don't think people on the buy side know what these companies are gonna look like in 5 years".

On blockbuster companies like Nvidia, Sozzi asks Drew if some form of bubble has already burst. For example, what happens if Nvidia blows everyone away with upcoming results and the stock DOESN'T react yet again?

"These types of companies need to beat and raise" he says.

Look for all this, as well as Drew Pettit's take on the 2024 election cycle, and what he sees as the canary in the coal mine. "No one wants to address deficits" he says candidly.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Welcome Drew Pettit

00:30-Let's talk euphoria, bubbles and AI stocks

01:06-Simple warning signs

03:05-Don't be over-concentrated

05:20-Has some kind of bubble burst?

07:10-Constructive on fundamentals of Mag7 and AI winners

08:20-Fake AI plays

12:30-Nvidia and why "beat and raise" matter

15:30-Taxes and tariffs

16:40-No one wants to address benefits

19:00-Recession fear: back on?

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Warren Buffett is turning 94 – should you still invest in the billionaire?

Fri, 26 Jul 2024 12:00:00 -0000

Warren Buffett has another milestone birthday coming up – 94 years young. The birthday will inevitably have investors wondering how much longer the billionaire investor will stay atop Berkshire Hathaway as CEO. And when Buffett does step aside, what does Berkshire look like with successor Greg Abel at the top? Will it still be the great company as it has been for eons under Buffett and long-time friend Charlie Munger? Yahoo Finance Executive Editor Brian Sozzi has an in-depth chat with legendary business journalist Allan Sloan, who also happens to be a Berkshire shareholder. The 7-time Gerald Loeb award winner takes listeners inside his decades of covering big stories, Trump, Warren Buffett and what the next generation of business journalists should be doing to find success.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Allan Sloan joins Opening Bid

01:00-Sloan is invested in Berkshire Hathaway. Should you? Shouldn't you?

14:00-Trump the bully

17:30-What's the next business story?

21:00-Advice for young journalists

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Allan Sloan is an award-winning business journalist, formerly a ProPublica editor at large, formerly a senior editor at large at Fortune magazine and a Washington Post columnist, with a 60 year long career in journalism.

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Ignore the election, fear the short-term AI trade: Mike Wilson

Wed, 24 Jul 2024 12:13:46 -0000

It’s a fascinating time in the markets to say the very least. Despite what looks to be a heated presidential contest between former President Donald Trump and Vice President Kamala Harris, stocks continue to trade near record highs. Popular stocks such as Nvidia continue to rock, ditto other important names such as Apple and Amazon. Small-cap stocks have also been on a tear as investors position for a potential interest rate cut by the Federal Reserve later this year. But are we near peak excitement for stocks as numerous risks mount? Yahoo Finance Executive Editor Brian Sozzi goes one on one with one of Wall Street’s most influential strategists, Morgan Stanley chief investment officer Mike Wilson. Wilson hasn’t shied away from making bold calls throughout his career, predicting the 2022 market pullback and countless other key turning points for stocks. Recently, Wilson told the investing world a sharp pullback in stocks could be coming as nervousness grows around the presidential election. Sozzi and Wilson decode that big call, and dive deep into the best way to play the market this summer and into the fall.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Mike Wilson joins Opening Bid

04:40-Election cycle is less important than business cycle

07:00-Evaluating Fed cuts

13:00-What a 'rolling recession' really means

19:30-MAG 7 outlook for investors

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Mike Wilson is Morgan Stanley's CIO and Chief US Equity Strategist, with a focus on unique market research and perspectives.

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6 hot takes for investors now that Trump may be facing Kamala Harris: SPECIAL REPORT

Mon, 22 Jul 2024 16:00:00 -0000

So much for another Trump vs. Biden debate! President Biden has stunned the world by announcing he will not seek re-election. In the process, he has tossed his support to his Vice President Kamala Harris. But not everyone in the Democratic party has anointed Harris as the torchbearer, with former President Obama staying on the sidelines with his endorsement. As if presidential election season wasn’t already chaos for investors, so begins a leap into the great unknown in terms of trading and long-term wealth building. Yahoo Finance Executive Editor Brian Sozzi and Washington correspondent Ben Werschul serve up the hot takeaways for investors now that the presidential election landscape has been totally upended.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ben Werschul joins Opening Bid

00:30-All in for Harris

01:00-Capitol Gains podcast launches from Yahoo Finance

02:00-Trump 2.0 past market impacts vs eyes on Harris' future industry friends

04:00-Harris the AI czar

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Ben Werschkul is Washington correspondent for Yahoo Finance covering economic policy and the intersection of financial issues and the nation's capital.

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Why the Trump 2.0 trade is over

Mon, 22 Jul 2024 12:17:16 -0000

Yahoo Finance Executive Editor Brian Sozzi has a lively discussion with tastylive Founder & CEO Tom Sosnoff. Sosnoff is viewed by many traders as the Godfather of trading, having co-founded popular platforms Thinkorswim and tastytrade. With decades of trading experience under his belt, Sosnoff shares how one should think through trading a potential volatility boom around the presidential election in November.

A sense of calm had come over the markets in recent months amid a view former President Donald Trump would win four more years in the White House. Oil stocks have caught a bid. Bitcoin has taken off. Love him or hate him, markets see Trump as friendlier to markets than current President Joe Biden. But the trading landscape may be poised to change once more as President Biden stunned the world by saying he won’t seek re-election. So what’s a novice or experienced trader to do amidst such election season uncertainty? Is the Trump Trade safe? How do you play a potential President Kamala Harris? Sozzi and Sosnoff dive in!

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Tom Sosnoff joins Opening Bid

8:00-What investors should be thinking ahead of next Fed meeting

12:00-Chic volatility

15:00-Will the Trump trade unwind?

17:00-Sosnoff: don't play the political game with your investments

18:00-Heightened volatility for the next 3 months

20:00-Best options play

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Tom Sosnoff is an entrepreneur, options trader, co-founder of Thinkorswim, and founder and CEO of tastytrade.

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Why AI-powered human-like robots running amok won’t happen

Fri, 19 Jul 2024 12:59:00 -0000

Going uncovered in the run-up to the presidential election is the view each candidate has on the hard-charging world of artificial intelligence. The next president will have a major task on their hands with respect to governing the technology and ensuring it doesn’t put US society at risk. On the one hand we have former President Donald Trump, who acknowledges that AI is scary but is seen as more friendlier on the AI regulatory front. As for President Joe Biden, Silicon Valley insiders are fretting that Biden will crack down on AI so much that it impedes the development of startups. Yahoo Finance Executive Editor Brian Sozzi chats with Sizzle AI founder Jerome Pesenti. Pesenti is also the former VP of Meta’s AI business for almost five years. The duo discuss Pesenti’s many years breaking ground in the AI space, what Meta is (and isn’t doing) doing on the AI front and how his new firm is looking to upend the education experience. Pesenti is optimistic on the potential for AI in society, but stops short of saying there won’t be downside risks.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jerome Pesenti joins Opening Bid

02:00-AI is not as new as you think

05:00-People are tired of chatbots

09:30-Tesla bot is BS

18:30-Sizzle AI aims to aid in education; never replace a classroom

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Jerome Pesenti is the Founder of Sizzle AI and previously worked at Meta as a VP of AI.

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7 hot takeaways from Trump’s fiery RNC speech: SPECIAL REPORT

Fri, 19 Jul 2024 11:27:00 -0000

Former President Trump was fired up as usual as he addressed the Republican National Convention. From shouting out his famous friends at the event such as Hulk Hogan and Dana White to hinting at the return of trade wars, Trump gave a lot for investors to think about. The chief thing those involved in the markets should be thinking about as the RNC concludes: will Trump 2.0 truly be as friendly to stocks and wealth as is the current consensus. Yahoo Finance Executive Editor Brian Sozzi and Washington correspondent Ben Werschul serve up the hot takeaways for investors from Trump’s big night.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ben Werschul joins Opening Bid

00:30-Trump holds the top 3 records for longest acceptance speeches

01:00-Takeaways from Trump's RNC speech

03:00-Trump being Trump may not make the market great again

05:00-And don't forget Hulk Hogan

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Ben Werschkul is Washington correspondent for Yahoo Finance covering economic policy and the intersection of financial issues and the nation's capital.

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From the RNC: Trump will crush inflation and pump through tax cuts

Wed, 17 Jul 2024 13:37:00 -0000

Not many details are known about what the economic agenda of a second Trump presidency would look like relative to his first go around. Trump has promised lower taxes on corporations and households. He plans to deport illegal immigrants, which could have an economic impact. And he believes ramping up drilling of energy in the United States will help ease the inflationary burden being felt by many consumers. But those are broad strokes, and investors and business leaders are on the hunt for the finer details. After all, those finer details will prove important to both parties if Trump wins re-election. So we went to a long-time Trump insider to take the veil off a Trump 2.0 economic agenda. Yahoo Finance Executive Editor Brian Sozzi sits down with well-known economist and author Stephen Moore. Moore is a senior visiting fellow in economics at The Heritage Foundation. He is a long-time economic advisor to former President Trump and the author of the book: Trumponomics: Inside the America First Plan to Revive our Economy. The pair go inside what the economic agenda of a second Trump presidency would look like and how investors should prepare.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Brian Sozzi sets the stage on Opening Bid

03:49-Stephen Moore live from the Republican National Convention

05:28-Trumponomics

08:45-Project 2025 plans for the Fed

10:00-3 Takeaways from chat with Stephen Moore

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Stephen Moore is an American conservative writer and economics, having previously served as an economics adviser to Trump. He is currently a senior visiting fellow in economics at The Heritage Foundation.

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Trump Trade 2.0 in focus after assassination attempt: SPECIAL REPORT

Mon, 15 Jul 2024 12:14:20 -0000

The United States has been rocked amid an assassination attempt on former President Donald Trump at a Pennsylvania campaign rally. Trump narrowly missed more severe injury thanks to his own swift action and efforts by the Secret Service. The President and his supporters will now turn their attention to the Republican National Convention and then the ultimate prize, winning the White House for four more years come November. Indeed the eye-opening turn of events in the presidential election race have direct implications for investors who up until now, have largely been ignoring the political rhetoric and pushing stocks to fresh highs. However if Trump – who had been leading President Joe Biden in most polls – receives a boost in popularity, talk of a Republican sweep in November will take center stage up and down Wall Street. How would a Republican sweep impact the markets and the economy? Is talk like this too premature and Biden could surprise investors with a win? And in doing so, push through an agenda of higher taxes for the wealthy among other items? Yahoo Finance Executive Editor Brian Sozzi orchestrates an engaging roundtable on the new path forward for investors in the wake of this stunning moment in American history. He is joined by Brian Gardner, Chief Washington Policy Strategist at Stifel, Terry Gardner, C.J. Lawrence Partner & Portfolio Strategist, and Yahoo Finance Washington Correspondent Ben Werschul.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Brian Gardner, Terry Gardner, and Ben Werschul join Opening Bid

00:40-Why isn't the market reacting after an assassination attempt?

03:30-What do investors think of a second Trump presidency?

9:25-Should investors prepare for a republican sweep?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

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Biden should drop out: Former Mike Bloomberg campaign manager

Fri, 12 Jul 2024 12:00:00 -0000

Many political veterans think President Biden’s chance at a second term are slim to none amid concerns about his age and handling of the country. But these same political veterans are far from enthralled with another White House stint for former President Donald Trump. However the election turns out will have major implications for investors and the wealthy names that play in the markets, such as Tesla billionaire Elon Musk. Unicorn startups also have a lot of a skin in the game come this presidential election. Yahoo Finance Executive Editor Editor Brian Sozzi goes in-depth with Tusk Venture Partners Co-Founder & CEO Bradley Tusk, an early investor in Uber and the former campaign manager for Michael Bloomberg’s 2009 mayoral race. Sozzi and Tusk chat about the likelihood of another Biden presidency, the outlook for the wealth of billionaire Elon Musk if Trump should win and if super hot tech stocks are still a good buy. Whether Musk crushes Uber is also a hot topic.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Bradley Tusk joins Opening Bid

4:00-Biden should step down

12:00-There have been few successful tech IPOs

13:30-"No" to a Trump presidency

17:00-Robotaxis!

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Bradley Tusk is the CEO & Co-Founder Tusk Venture Partners

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AI stocks like Nvidia are nowhere near a bubble

Wed, 10 Jul 2024 12:07:00 -0000

Is Nvidia (NVDA) the best place to stay in terms of AI? Or does one warm back up to Apple (AAPL) ahead of the debut of its Apple Intelligence suite? Yahoo Finance Executive Editor Brian Sozzi goes on the search for the next hot tech stock trade with EMJ Capital founder Eric Jackson.

Two things in markets have held true in 2024. One, the stock market opens and closes at the same times each day. And two, investors large and small love the AI trade! What’s not to like about tech companies that are at the leading edge of this exciting technology. Companies such as Nvidia are unable to keep pace with demand for their products, driving higher prices and profits. Even a legacy player like Intel is getting in big into all things AI. The stock prices of AI centric names have remained virtually bulletproof as investors await the next big upward lift to guidance. But really, how long can this all last - especially in front of a pivotal presidential election?

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Eric Jackson joins Opening Bid

1:00-Nvidia bubble?

8:00-BS tech detector

12:30-Is Tesla an AI company?

19:00-Nvidia market cap

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Eric Jackson is the Founder of EMJ Capital with a proprietary AI/ML-driven algorithm for selecting long/short tech equities.

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Who is more dangerous for the economy and stocks: Trump or Biden?

Mon, 08 Jul 2024 12:11:51 -0000

Fed Watch Advisors Founder and Chief Investment Officer Ben Emons joins Yahoo Finance Executive Editor Editor Brian Sozzi and the pair dive into the potential for massive interest rate cuts, if stocks are silly overvalued and if Trump would make the market even greater again.

The stock market is pumped up on a view that the Federal Reserve will make it rain free money once more. Many pros think a cooling US economy and waning inflation set the stage for a barrage of interest rate cuts starting in the fall. And with those lower interest rates, a land of even higher stock prices for top names such as Apple and Nvidia are unlocked. But is that just wishful thinking? Should investors think through this one more rationally? Meantime, former President Donald Trump is leading in the polls versus sitting President Joe Biden. That has begun to reignite what is known as the “Trump Trade” on Wall Street. It also has people calling out danger ahead for the economy.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Ben Emons joins Opening Bid

01:00-All things rate cuts

05:00-Markets don't vote for presidents

11:00-Would Trump remove Jerome Powell?

22:00-Don't forget the big word: diversify

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Ben Emons is the Founder and Chief Investment Officer of Fed Watch Advisors.

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Smart investing begins with Opening Bid from Yahoo Finance

Sun, 07 Jul 2024 12:00:00 -0000

Are you a hungry, curious investor on the hunt for the hottest market commentary? Join Yahoo Finance Executive Editor Brian Sozzi every Monday, Wednesday, and Friday starting at 8AM. Your journey to smart investing begins here!

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Why Impossible Foods CEO is backing Nathan’s hot dog eating legend Joey Chestnut

Fri, 05 Jul 2024 12:00:00 -0000

Yahoo Finance Executive Editor Editor Brian Sozzi goes inside the future of the plant-based food industry with Impossible Foods CEO Peter McGuinness. McGuinness shares potential outcomes for his business, and why he is backing hot dog eating legend Joey Chestnut.

The plant-based food industry burst onto the scene more than a decade ago thanks to a battle between then new upstarts Beyond Meat and Impossible Foods. Each company raced to secure deals with fast-food giants such as McDonald’s and Burger King. Beyond Meat had a glitzy IPO, while Impossible Foods continued to raise large sums of money at impressive valuations. Then the COVID-19 pandemic hit, and consumers began to rethink their commitment to meat alternatives. Consumers questioned the healthiness of the ingredients in the products. At the same time, the products continued to be higher priced relative to traditional forms of meat. Against the backdrop of prolonged inflation, consumers have shunned these more expensive products. Beyond Meat’s stock has crashed, and Impossible Foods hasn’t ruled out a sale to a larger food company. So what’s the end game here?

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Peter McGuinness joins on Opening Bid

01:30-Joey Chestnut barred from Nathan's Famous after signing with Impossible Foods

06:00-Value of plant-based retail market

14:00-Taste and affordability needed for parity

19:00-Language around "fake meat" found to be thin

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky and Alexander Frangeskides.

Peter McGuinness is the President and CEO of Impossible Foods, and previous President and COO of Chobani.

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Market can keep climbing this 'wall of worry': Bradesco BBI's Ben Laidler

Mon, 01 Jul 2024 12:00:00 -0000

Ask most investors and they'll say they've had a great year. The S&P 500 is up double-digits. Nvidia’s stock has captivated the masses amid its epic gains, and corporate profits continue to rock as the economy chugs along. Some would even argue the stock market is in melt-up mode, and could continue with those vibes for a while barring a heavy dose of cold water. The bulls may be ignoring a large bucket slowly starting to pour out cold water, however, in the form of a heated presidential contest between President Joe Biden and former President Donald Trump. The outcome of the election could have major ramifications for sectors like autos to an average American seeking to keep their taxes low. So how does one prepare their wealth to head into this eye of the storm? Yahoo Finance Executive Editor Editor Brian Sozzi sits down with Bradesco BBI head of equity strategy Ben Laidler. Ben says "the pillars of this bull market are not dependent on the politics".

00:00-Ben Laidler on Opening Bid

2:00-Has the market accepted Trump?

8:15-China and global market analysis

13:00-Nvidia and tech

16:20-Market FOMO (fear of missing out)

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Ben Laidler is Bradesco BBI's head of equity strategy.

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Why the Trump/Biden presidential debate debacle isn’t shaking investor confidence

Fri, 28 Jun 2024 12:14:31 -0000

Newsflash to the people that love investing in Apple (AAPL), Microsoft (MSFT), Google (GOOG), Netflix (NFLX), Meta (META), Amazon (AMZN) and Nvidia (NVDA). We can confirm there ARE other great tech companies to invest in! They may not garner Nvidia like headlines and visions of $10 trillion valuations, but names such as Hubspot (HUBS), Micron (MU) and other under the radar names offer up great potential opportunities. In fact, in many cases these companies are poised to cash in on the AI arms race just the same as Nvidia. So how do you find these best of breed tech companies in a sea of hype? And what should you be doing with tech stocks more broadly into a heated presidential election cycle? Yahoo Finance Executive Editor Editor Brian Sozzi sits down with Goldman Sachs Asset Management portfolio manager Brook Dane to dive into the world of the world’s most volatile, lesser known tech stocks. Who wins the AI race from this crop of up and comers? Dane has the deets, and shares his tried and true tech investing playbook.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Brook Dane joins Opening Bid

01:00-How is the market impacted by the presidential debate

05:00-Market projections with AI regulations questions

16:00-Stocks to watch

20:30-What's up with Snapchat

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Brook Dane is a portfolio manager at Goldman Sachs Asset Management.

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Coming soon from Yahoo Finance

Tue, 25 Jun 2024 17:11:00 -0000

Check out another great show from Yahoo Finance... Financial Freestyle!... Aiming to empower our audience with actionable insights, expert advice, and inspirational stories. Ross Mac and guests will discuss the wealth building journey, and what it takes to build a lasting financial footprint.

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From crises to crashes with the Einstein of Wall Street

Mon, 24 Jun 2024 12:00:00 -0000

The iconic New York Stock Exchange trading floor looks a lot different than it did in its heyday in the 1980s. Blame the advance of technology, of course. Despite the onslaught of super advanced trading technology, there are still real humans on the floor doing important work daily for investors all around the world. No one knows that better than the “Einstein of Wall Street”, Peter Tuchman. Tuchman – also known as the most photographed person on Wall Street because of white Einstein-looking hair – has been a fixture on the floor for decades, providing timely insight for clients during good and bad times. Yahoo Finance Executive Editor Editor Brian Sozzi chats with the long-time New York Stock Exchange floor trader Peter Tuchman. What’s next for the red-hot Dow Jones Industrial Average? How about the unstoppable stock price of AI chip darling Nvidia? Tuchman shares his invaluable perspective.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Peter Tuchman joins Opening Bid

00:55-The famous Tuchman's origin story

04:00-Wall Street in the '80s

09:00-Living through all the crises and crashes: '87 to 9/11

12:20-Dow at 40,000 but what's next?

17:20-Tuchman on GameStop

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Peter Tuchman is a long-time stock trader on the floor of the New York Stock Exchange, also known to be as "Einstein of Wall Street."

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Inside Amazon’s alleged toxic culture and its race to be a $10 trillion giant

Fri, 21 Jun 2024 12:00:00 -0000

Amazon didn’t become its beastly, dominant self by sitting back and watching its competitors do business. Quite the contrary. The Jeff Bezos founded company has long been seen as ruthless on prices and a relentless innovator. At the core of those things is the notoriously cutthroat Amazon culture, which is believed to be a win at any cost mindset. But Amazon’s ways may be catching up to it, with the FTC on the attack against the company for its alleged monopolistic behavior. So what’s next for Amazon and its investors? Yahoo Finance Executive Editor Editor Brian Sozzi talks with WSJ reporter Dana Mattioli about her explosive new book "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power." Neuberger Berman senior research analyst Daniel Flax – who has long covered tech stocks such as Amazon – also joins the conversation.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Dana Mattioli and Dan Flax join Opening Bid

01:00-The Amazon culture driven by Jeff Bezos

09:00-What does Amazon's fierce competition mean for for their employees and shareholders?

12:10-FTC anti-monopoly lawsuit that Amazon faces

17:07-How AWS stands up as a separate business

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Dana Mattioli is the author of "The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power" as well as a reporter at the WSJ.

Daniel Flax is a senior research analyst Neuberger Berman.

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Between shrinkflation and shoplifting, what's in store for retail?

Mon, 17 Jun 2024 12:00:00 -0000

If there has been any constant down the aisles of supermarkets and on the racks at clothing stores, it’s inflation. While inflation has started to cool down, the reality is that prices for stuff continue to be high – and that remains a top of mind problem for consumers and consumer companies. Some retailers have fared well against this backdrop, namely a discounter such as Walmart. Others like Macy’s and Best Buy have struggled as households cut back on non-essential items. And while many feign to meme stock frenzy, what’s the actual best investments in retail? Yahoo Finance Executive Editor Brian Sozzi talks with always entertaining investor, retail expert, author and partner at Wall Street Beats Jeff Macke.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Jeff Macke joins Opening Bid

02:20-Jeff Macke early origins: 'I grew up in Targets'

08:40-The impact of shrinkflation and shoplifting on retail

12:00-GameStop: the 'dump truck' company

18:00-Starbucks analysis

22:00-Tips for young investors

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Jeff Macke is an investor and market commentator, with years at CNBC and Yahoo Finance alike.

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Affirm’s founder on Apple’s big news, his friend Elon Musk, and AI safeguards

Fri, 14 Jun 2024 12:00:00 -0000

Affirm founder and CEO Max Levchin is one of the preeminent tech entrepreneurs of the past 25 years. He worked alongside Silicon Valley heavyweights Peter Thiel, Reid Hoffman and Elon Musk to create PayPal and then take it public. Levchin has since invested in hundreds of startups and mentored many of the top tech executives now creating the revolutionary AI technology that is taking the world by storm. When he isn’t keeping his ears to the vibes in Silicon Valley, Levchin remains hard at work at buy now pay later fintech Affirm – which he founded several years ago with the mission of wanting to improve household personal finances. Affirm just had a major development that serves to validate its business model – a new tie up with Apple that will see Affirm be a payment option embedded into Apple Pay. Yahoo Finance Executive Editor Editor Brian Sozzi chats with Levchin about his new relationship with Apple, his friend Elon Musk, and the importance of appealing ‘to both sides of the aisle’ in Silicon Valley.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Affirm CEO Max Levchin joins us on Opening Bid

00:41-Affirm and Apple's partnership

04:40-Affirm CEO on working with Shopify, Amazon, Walmart, Target and others

08:11-What does Affirm and Apple partnership mean for competitor, Klarna?

12:20-Affirm CEO's all things AI

20:25-What election season and politics mean for Silicon Valley

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Max Levchin is the co-founder and CEO of Affirm Holdings, and known for co-founding the company that eventually became PayPal in 1998

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Fortune 500: still relevant 70 years on

Fri, 07 Jun 2024 12:00:00 -0000

The Fortune 500 is one of the oldest lists published in the financial media space. The first Fortune 500 was published in May 1955, and was based on annual revenue figures. The top ten companies on the list that year included: General Motors (GM), Jersey Standard, U.S. Steel (X), General Electric (GE), Esmark, Chrysler, Armour, Gulf Oil, Exxon Mobil (XOM), and DuPont (DD). Suffice it to say, the list has changed considerably since 1955 amid the rise in companies such as Microsoft (MSFT), Nvidia (NVDA) and Walmart (WMT). Besides showcasing how large a company’s revenue is for investors, the coveted list says a lot about the leaders behind the world’s biggest companies. So who is atop the latest Fortune 500 list and why? Yahoo Finance Executive Editor Editor Brian Sozzi chats with Fortune Editor-in-Chief Alyson Shontell.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Fortune Editor-in-Chief Alyson Shontell joins Opening Bid

01:00-70 years of Fortune 500 lists

03:30-Walmart number 1 on 2024 Fortune 500 list

10:15-14 new companies on the Fortune 500 list

12:30-The cult of Costco

16:45-All things Microsoft

20:50-What's next for Fortune?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Alyson Shontell is the Editor-in-Chief and CCO at Fortune. She was previously a co Editor-in-Chief overseeing Business Insider's tech and business coverage.

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GameStop saga continues: SPECIAL REPORT

Tue, 04 Jun 2024 18:30:00 -0000

In a special taping of Yahoo Finance’s ‘Opening Bid’, we explore how investors should go about investing in the polarizing company that is GameStop (and if they should at all!) and help break down the approach to trading in meme stocks. This is your ultimate 24-minute guide to building and not losing wealth in some of the most volatile, confusing stocks in the entire market. Yahoo Finance Executive Editor Editor Brian Sozzi chats with veteran market minds Steve Sosnick of Interactive Brokers and Jay Woods of Freedom Capital Markets.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00:40-Current status on GameStop stock

00:04:45-What's different about meme stock GameStock this time?

00:07:11-There are difference ways to influence stocks

00:09:30-Should Roaring Kitty be kicked off of E*Trade?

00:11:48-What investors are learning from this latest bout of meme stocks

00:14:29-Let's breakdown GameStop

00:18:12-Risk management and "stops"

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Jay Woods is the Chief Global Strategist for Freedom Capital Markets having spent over 25 years as a Designated Market Maker on the NYSE floor.

Steve Sosnick, is the Chief Strategist at Interactive Brokers, also serves as head trader of Timber Hill, the firm's trading division, and is a member of Interactive Brokers Group, the firm's holding company.

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BONUS: What car does Ford CEO Jim Farley actually drive?

Tue, 04 Jun 2024 10:00:00 -0000

For some people, their job is just that. But for Ford CEO Jim Farley, his job is his whole world. A car guy through-and-through, he spends as much time on cars personally as he does professionally; whether leading Ford as an American institution, bonding with his son, and even as a race-car driver. It's no wonder that he hosts his own car-themed podcast DRIVE with Jim Farley.

However, Farley won't let passion cloud his judgement: "Even though I love cars and I love racing, I'm a business person." Farley joined Yahoo Finance Executive Editor Brian Sozzi on Opening Bid from Ford's Detroit revitalization project, Michigan Central.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/. Listen to the full interview at https://open.spotify.com/episode/0zyFe6wj9KE8OEfKRHhJEY.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

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Ford CEO on EVs, Detroit and texting Elon Musk

Mon, 03 Jun 2024 10:00:00 -0000

After 120 years we've seen a lot of competition’ says Ford CEO Jim Farley to Yahoo Finance Executive Editor Brian Sozzi in the grand hall of the newly refurbished Michigan Central Station. The historic building is in many ways the crown jewel of the automaker’s new 1 billion dollar Detroit-based campus. Ford’s 30-acre innovation district, centered around the station, will serve as a base to develop its autonomous and electric vehicle businesses. The development serves as something of an emblem for Ford’s future ambitions; much of that, today, takes the form of the push into the EV space.’ It was Bill ford's vision to make the commitment to revitalize this building’ says Farley. In a wide ranging interview they touched everything from demand, the upcoming Presidential election... and whether or not Elon Musk texts him back.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:35-Meet Ford CEO Jim Farley

01:08-Ford's revitalization work on Michigan Central Station in Detroit

04:40-Building cars in the next 5-10 years with talented people in Detroit

07:15-Privacy dangers and laws around electric vehicles and AI

09:43-The politicization of EVs and making the cars affordable

15:00-China's lead in global EV car production

17:44-What does the upcoming contentious election cycle look like for Ford and auto-makers?

21:48-Ford and Tesla: friends or foes?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

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Warren Buffett’s son Howard Buffett discusses $800M aid efforts to Ukraine

Fri, 31 May 2024 20:14:05 -0000

Warren Buffett is a household name for all investors. The 'Oracle of Omaha' as he is known has turned Berkshire Hathaway from a small textile operation into an industrial powerhouse that owns railroad Burlington Northern and insurance player Geico. Buffett is also a legendary stock picker, getting in early on leading companies such as Coca-Cola, Apple and American Express. In the process of all this deal-making, Buffett has amassed a net worth of about $140 billion. What many investors forget is that Buffett is also a devoted father of three. One of his children is Howard Buffett, a current board member of Berkshire Hathaway who is likely to succeed his father as chairman. Howard Buffett is a long-time farmer and philanthropist, leaving the stock-picking to his legendary father. Yahoo Finance Executive Editor Brian Sozzi talks with Howard G. Buffett chairman and CEO Howard Buffett about why he is giving money to war-torn Ukraine and how to make a difference in today's scary world.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

01:00-Howard Buffett's philanthropic efforts in war-torn Ukraine, with plans to donate $800 million

06:15-Running a lean and smart team at the Howard G. Buffett Foundation

10:22-The politics of aid is complicated

13:40-The link between inflation and the war in Ukraine

15:00-Howard Buffett's potential future with Berkshire Hathaway

21:25-The state of the world and trading

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Howard Buffett is the Chairman and CEO of The Howard G Buffett Foundation.

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What Blackberry, Canada, and Sonos have in common...

Fri, 24 May 2024 12:00:00 -0000

Sonos CEO Patrick Spence has been leading the audio giant for close to eight years. You don’t get to hold onto the CEO role for that long without doing a lot right time and time again: from introducing new home speakers to diversifying the company’s supply chain out of China. What many in the business world don’t realize is that Spence was there at the early days of Blackberry. In fact, he sold some of the first Blackberry phones to Wall Street over a 14 year career at the company. Yahoo Finance Executive Editor Brian Sozzi talks with Spence about his leadership journey, what went wrong at Blackberry and why Sonos is poised to challenge Apple in the headphone category.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

01:15-Sonos CEO's early love for tech

05:00-Patrick Spence brought BlackBerry to Wall Street

12:10-Pandemic brought more Sonos speakers into peoples home

16:20-What do Biden's tariffs mean for international production?

18:15-Sonos launches new headphones

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Patrick Spence is the Chief Executive Officer and serves on the Board of Directors for Sonos.

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Billionaire investor Ray Dalio: screaming, bizarre rules, and fear

Mon, 20 May 2024 12:20:48 -0000

Bridgewater Associates founder Ray Dalio is one of the most recognized people in the world of Wall Street. He built the firm into an out-performing hedge fund giant in part by developing ‘The Principles’, an intense and enacting guide to developing a workplace culture. Through the years, Dalio has gained legions of fans for his no nonsense approach to self-improvement, amassing millions of followers on social media. Today, Dalio is worth reportedly $15.4 billion. But there is more to Dalio’s story besides wealth and social media fame, contends one veteran reporter. Yahoo Finance Executive Editor Brian Sozzi talks with New York Times finance reporter Rob Copeland about his explosive new book ‘The Fund: Ray Dalio, Bridgewater Associates & the Unraveling of a Wall Street Legend’, which details a culture of fear and bizarre rules at Dalio’s famed hedge fund Bridgewater Associates.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:50 - Rob Copeland new book ‘The Fund: Ray Dalio, Bridgewater Associates & the Unraveling of a Wall Street Legend’

04:03 - What are 'The Principles'?

07:48 - 3 horror stories from Bridgewater Associates

14:06 - Ray Dalio's doom and gloom predictions

18:55 - Billionaires' takes on Trump

22:00 - If investors are making money, where's the Biden support?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Rob Copeland is a banking and finance reporter for the New York Times and author of "The Fund: Ray Dalio, Bridgewater Associates and the Unraveling of a Wall Street Legend," a New York Times best-seller.

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GameStop stock mania is all about pure greed

Fri, 17 May 2024 12:00:00 -0000

The stock market is sizzling. And that means stocks that were once cheap are now probably so expensive you can’t make a lot of money off of them. So how do you find value against this backdrop? Keep in mind said backdrop comes as retail traders are sending shares of near death companies such as GameStop and AMC back to the moon. Yahoo Finance Executive Editor Brian Sozzi talks with Boyar Research president Jonathan Boyar about how to find cheap stocks, the return of the meme stock craze led by GameStop and the biggest risks to your money as the Dow hits a historic milestone of 40,000.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:30 - Introducing "The Value Guy"

07:35 - The return of meme stock mania

ll:30 - Is the Dow a flawed index?

14:40 - Biden tariffs and the biggest market risks

18:06 - Forget stocks; buy the New York Knicks!

23:20 - How to become a better investor

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Jonathan Boyar is the Principal at the Boyar Value Group and Boyar’s Intrinsic Value Research, as well as a contributor to Forbes.com and the host of the podcast The World According to Boyar.

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Apple, Nvidia and your morning market routine

Mon, 13 May 2024 11:57:00 -0000

Both President Joe Biden and former President Donald Trump are taking tough stances on trade with China. The consequences to consumers and the stock market are wildly unknown, but it may not be pretty. Also not pretty? Apple’s once indestructible stock price! With new AI power, what impacts can we expect on Apple and Nvidia stock? Yahoo Finance Executive Editor Brian Sozzi goes one-on-one with influential investing strategist Steve Sosnick of Interactive Brokers.

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Secrets of Success: veteran venture capitalist finds the next big investment

Fri, 10 May 2024 12:00:00 -0000

You may not have heard of M13’s Carter Reum, and that has been your loss. Reum founded his venture capital firm in 2016 alongside his brother Courtney. Since then, M13 has been an early stage investor in some of the most well-known consumer brands such as Lyft and Bonobos. Yahoo Finance Executive Editor, Brian Sozzi, sits down with Reum to reveal the secrets of his investing success, and discusses how you can profit just as he has through the years. Reum is also a father of two and married to the OG reality star and businesswoman Paris Hilton. Sozzi and Reum chat about work life balance and the value of Hilton’s brand.

Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

Find more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

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John Chambers: Lessons in leadership

Mon, 06 May 2024 12:00:00 -0000

This week Brian catches up with former Cisco Systems CEO John Chambers. They discuss his fascinating career, the tech lifecycle, AI and how to be an effective leader in corporate America.

Welcome to Yahoo Finance's Opening Bid, our high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

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AWS CEO: Clouds, competition and AI

Fri, 03 May 2024 11:30:00 -0000

Amazon is known for its amazing Prime service. And yes, the tech giant still owns your favorite organic grocery store Whole Foods. But the real financial goldmine for Amazon is its cloud services business called AWS. It's this business that is helping shape the very future of artificial intelligence in America. At the helm of this business is the wine-loving, weekend water skier Adam Selipsky. In episode four of Opening Bid, Yahoo Finance Executive Editor Brian Sozzi chats with the Amazon AWS CEO on if he wakes up each day wanting to crush rivals Microsoft and Google, his biggest fears around AI - and one of his key mistakes made early on in his rise to the very peak of corporate America.

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Stagflation here? Questions for a top economist

Mon, 29 Apr 2024 11:59:00 -0000

Is the era of low interest rates over forever?! And what if Donald Trump wins the White House and takes more control of the Federal Reserve, how crazy would that be for investors? The Federal Reserve is supposed to be independent of the White House, after all. Billionaire Nvidia CEO Jensen Huang may be right that AI won’t take your job, which is a good thing. In episode 3 of Yahoo Finance’s Opening Bid, Yahoo Finance Executive Editor Brian Sozzi goes around the horn on all of these topics and more with Deutsche Bank Chief US Economist Matthew Luzzetti.

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Where are the permabulls? Decoding the rally

Fri, 26 Apr 2024 11:57:00 -0000

While the rich and powerful on Wall Street have non-stop conversations over when, or even if, the Federal Reserve will slash interest rates to supercharge the stock market, investors in one of the hottest areas of the market are selling first and asking questions later. That hot sector is none other than the Magnificent 7 – aka the Mag 7 – comprised of top tech companies Microsoft, Amazon, Meta, Apple, Alphabet, Nvidia and Tesla. These investor favorites have come under pressure as market players dial back hopes for rate cuts in 2024. So what’s your best trade right now on these often money-makers? Yahoo Finance Executive Editor Brian Sozzi is joined on Episode 2 of Opening Bid by Truist Co-Chief Investment Officer Keith Lerner, and Yahoo Finance Senior Reporter Ines Ferre to share their inside perspective. An added bonus – Lerner reveals his best investing tip of all-time.

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The Potential for a market shock: talking Tesla

Mon, 22 Apr 2024 18:36:00 -0000

In the premiere episode of Opening Bid, Yahoo Finance Executive Editor Brian Sozzi comes out blasting with hot takes on everyone’s favorite stock Nvidia, and most controversial billionaire, Tesla CEO Elon Musk. Is the stock market headed for a plunge? Sozzi weighs in alongside FS Investments Chief Market Strategist Troy Gayeski, and Freedom Capital Markets Chief Global Strategist Jay Woods. Safe to say both Gayeski and Woods don’t agree with Sozzi on the potential for a market beating, or Elon Musk.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:10 - Investors brace for slew of earnings

05:00 - Stocks: relief rally or more pain

07:00 - Mag 7 stocks step to plate

15:00 - Tesla's Q1 report

17:00 - Tesla problem has been musk

21:00 - Investors brace for slew of earnings

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky.

Troy Gayeski serves as the Chief Market Strategist for FS Investments. He is responsible for research generation, positioning and conveying the FS Investments suite of alternative investments in today’s marketplace.

Jay Woods is the Chief Global Strategist for Freedom Capital Markets having spent over 25 years as a Designated Market Maker on the NYSE floor.

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