Podcasts about beverage

Not one but two negative payrolls. That's what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming oil shock is coming at the worst possible time with employment already in this bad shape. And private credit, well, as I've been telling since last summer, negative payrolls would change everything. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Proviamo a mettere in fila i fatti, perché la questione è meno banale di quanto possa sembrare in una distratta chiacchiera da aperitivo e ci riporta a una data precisa: 1856. È l'anno in cui, allo stato attuale delle fonti, compare in un documento a stampa una delle prime attestazioni note del termine “mixologist”. Siamo nel 2026 e ricorrono dunque 170 anni da quella comparsa. Non si tratta soltanto di un vezzo linguistico o di una delle etichette che oggi usiamo per dare tono ai locali alla moda di Milano o New York. Quella parola può essere letta come il segnale di una trasformazione già in corso: il passaggio dall'oste che versa da bere al professionista che unisce tecnica, manualità e creatività. In questo senso, il termine intercetta uno snodo decisivo nell'evoluzione del bancone moderno.

New MAHA food pyramid could lead to changing consumption GLP-1 and weight management drugs grow in usage What's a food and/or beverage manufacturer to do in this environment? Save the date for our next webinar! Seasonal Market Outlook Webinar: Navigating the Opportunities & Risks Ahead Wed., March 25, 2026 Clients, be on the lookout for your invite next week, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Marilyn Adutwum, Data Analyst

Want a simple way to reset your health in the new year? Start with your beverages: water, tea and coffee can support hydration, polyphenols and healthy aging. This clip explores filtered water to limit microplastics and metals, avoiding plastic bottles, loose leaf tea and an easy steeping tip, medium roast and organic coffee for more polyphenols, what changes with decaf, skipping dairy milk and added sugar, and why to avoid artificial sweeteners. We also cover thirst vs hunger, keeping water in sight, water before meals for fullness, and how cold water can activate brown fat. Watch the FULL podcast hereWatch the FULL podcast here: https://youtu.be/yZDzsfNjG_MWilliam Li in conversation with Sarah Ann Listen to the full episode⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch the full episode on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠***This episode is sponsored by:NOWATCH: The compassionate health trackerConnecting body and mind with unique stress recovery insights so you can live fully today15% off with code LWBW15 at https://nowatch.com/Mojo: the app for expert-led courses in better sex.Learn from world-class sex therapists and relationship experts with courses tailored to your needs.15% off with code LiveWell15 at mymojo.com/livewellbewell***The Great British Veg OutHow to support your gut, energy, and hormones by eating more — not less.

Ci sono circa duecentoventi anni – grosso modo tra la fine del Settecento e i primi decenni dell'Ottocento – che cambiano per sempre il modo in cui il mondo beve. È in questo arco di tempo che prende forma il cocktail moderno. Non come lo immaginiamo oggi, con shaker lucidi e banconi rétro, ma in un contesto molto più essenziale: taverne, strade commerciali, viaggiatori infreddoliti e giornali curiosi di capire cosa fosse quella nuova miscela che stava conquistando l'America.

Cameron Gould-Saltman is a CPG growth leader, angel investor, and former Head of Food & Beverage at TikTok Shop, where he built one of the platform's fastest-growing verticals by connecting emerging brands, creators, and consumers through social commerce. On this episode of ITS, Cameron explains all things social commerce: How to meet consumers where they are today and where they'll be tomorrow. Don't miss this one!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Host Max Trujillo welcomes back Jessica Maurer, Director of the third annual Feast of Wilmington, happening March 28–29, as a spring kickoff showcasing Wilmington's food and beverage scene. They outline the weekend: a Friday tailgate kickoff at the Starling Bar featuring Southern Smoke, Lawrence Barbecue, Salt & Charm and friends; Saturday's Crafting Cuisine (11–2) pairing 25 restaurants with 25 breweries plus music from Dawson Wright; Saturday night's Pier Party (6–9) with a new lineup of 25 restaurants, unlimited food and drinks, and entertainment by Kicking Bird; and Sunday's Brunch Elevated (now starting at noon) featuring brunch dishes plus espresso cocktails, Bloody Mary, and mimosa bars. Beverage highlights include Tito's, Gin Mare, Diplomatico Rum, Old Forester, End of Days, and wine from Lighthouse Beer & Wine. Tickets and menus are at feastwilmington.com; events cap at about 1,500 tickets each.  The NC F&B Podcast is produced, engineered and edited by Max Trujillo of @Trujillo.Media For inquiries about being a guest, or to sponsor the show, email max@ncfbpodcast.com

AM Live guest Donna Beverage 3/5/2026

Rapallo. Il trentennale di Lady drink si festeggia domenica 30 marzo. Una festa, certo. Ma anche un conto da pagare alla memoria. Perché trent'anni fa il bar era un'altra cosa. E le donne dietro al bancone erano, nella migliore delle ipotesi, una nota a margine.

I dati dell'Osservatorio Caveba 2.0 / Cialdein.com fotografano un'inversione di tendenza: dopo un decennio di dominio incontrastato del monoporzionato, il caffè in grani torna a crescere nel segmento domestico. Dietro i numeri, una nuova generazione di consumatori che vuole macinare, dosare ed estrarre come al bar.

Our Katie Johnson talks with Jessica Merritt, aks "Beer Babe Jess" (photo attached) about her new book, "Rethink Everything You Know About Craft Beer" (available now via Amazon). They also talk about March being "Women's Beer Month."

I have a confession to make. I'm exhausted. In the best possible way after a week in Orlando, Florida for the Kitchen & Bath Industry Show. I have so much to share with you today! My journey started on the Monday before the show began for a travel day, sound check and confirming the final details form the show. In addition to hosting the KBIS Podcast Studio again this year, moderating a panel on the NEXT Stage and recording conversations for the show, I wanted to help you prepare for the show next February in Las Vegas. But Josh, next February is like 11 months away. That's true, but here's a secret. Come a little closer, it's just us. KBIS is the essential American kitchen and bath show, full stop. It's about learning, seeing, connecting and putting all of the pieces together to understand how the American market is setting up for the next year and the trending ideas that have staying power for the next 5-10 years. Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. TimberTech – Real wood beauty without the upkeep You can listen to Convo By Design for the conversations with industry insiders. If I were a designer, I would. I believe that this show tells the stories that you should really know to get a feel for directionality of the industry. Specifiers are the plus of the industry and the ideas emanating from the show this year covered the technology revolution taking place from an AI perspective, but there's more. The kitchen is in the midst of a wholesale change. And it's exciting to see it happen in real time. Learning was a key theme this year. If you were not at the show this year, you are behind the curve. I don't say this to scare you, I tell you this so you make the time to get to the show next year. All three days and plan to see as much as you can. But, I wanted to share some of the key ideas from the show this year. For additional details, check the show notes. Luxury is the measurable outcome of thoughtful design—where performance, longevity, and relevance align to support the way people actually live. Luxury is the removal of friction from daily life. Luxury is durability aligned with intent. Luxury is design that continues to perform long after the purchase is forgotten. Luxury is confidence—in function, longevity, and fit. Luxury is not what you spend. It's what you never have to rethink. The Kitchen as the Primary Investment The kitchen remains the #1 homeowner investment nationwide. Homeowners are willing to exceed budget in the kitchen more than any other space. The kitchen is the most public and social room in the home. It represents identity: “I'm a cook,” “I entertain,” “I host.” Food equals memory; appliances enable those memories. The Expanding Kitchen Ecosystem Kitchens are no longer singular spaces—they expand throughout the home. Secondary kitchens (sculleries, prep kitchens, butler's pantries) are rising. Beverage centers, bars, and wine storage are increasingly common. Coffee stations and en-suite kitchenettes are viewed as lifestyle enhancements. Outdoor kitchens are now expected in many markets. Refrigeration appears in bathrooms (skincare), offices, and guest suites. Multigenerational living drives multi-kitchen design. Post-COVID entertaining shifted bar culture into the home. Value Has Replaced Price as the Primary Decision Driver Consumers rarely regret investing more in appliances. Longevity, performance, and service support define value. Sustainability increasingly aligns with durability. Human-Centric Design Is the New Standard Appliances must be intuitive without relying on manuals. UX consistency across appliances improves adoption. Technology must solve real problems—not create new friction. Appliances Are Expanding Beyond the Kitchen Refrigeration, coffee systems, and specialty appliances now appear throughout the home. Multi-kitchen and multi-generational design is driving specification complexity. Flexibility and modular integration are essential. Practical Innovation vs Feature Saturation Most consumers use only a small percentage of available features. Simplification improves usability, adoption, and satisfaction. Innovation must solve real problems—not marketing problems. Appliances as Infrastructure for Daily Life Refrigerators open dozens of times daily, making ergonomic design critical. Dishwashers, washers, and refrigeration now integrate into behavioral routines. Appliances increasingly support lifestyle efficiency, not just task completion. Quiet Luxury: The New Definition of Premium Quiet luxury shifts focus from visual dominance to experiential excellence. Appliances integrate seamlessly into architecture. Minimal visual disruption supports design continuity. Performance becomes more important than appearance. Identity & Evolution in Design Designers must periodically redefine themselves and their work to remain relevant. Personal growth and evolving priorities shape professional identity and approach. Burnout vs Ambition Burnout is not a badge of honor; it results from overextension and emotional labor. Ambition aligns energy with superpowers and opportunities, creating sustainable growth. Setting boundaries is essential to differentiate productive ambition from harmful overwork. Emotional Labor & Client Management Design work involves managing client emotions, expectations, and second-guessing. Designers act as liaisons between clients, contractors, and teams, absorbing invisible pressures. Managing scope creep and change orders is a practical strategy to protect both energy and profitability. Social Media & Comparison Culture Social media can amplify unrealistic expectations and unhealthy competition. Designers often feel compelled to accommodate clients' desires, sometimes overextending themselves to maintain a positive perception. These core themes coming out of the show this year tell a story that cannot be ignored. The thought process is changing. More human-centric at a time when technology seems to be taking over. Interesting times. Shifting away from that, I want to share two conversations from the show. Brandon Kirschner | Azzuro Living – Control the Process, Control the Outcome: Inside Azzurro Living's Design Advantage Brandon Kirshner of Azzurro Living explains how factory ownership, material innovation, and hands-on experimentation are redefining luxury outdoor furniture—and why relationships and resilience matter more than ever. Recorded live at the Kitchen and Bath Industry Show in Orlando, this conversation with Brandon Kirshner, Partner and VP of Design at Azzurro Living, explores what it means to design, manufacture, and deliver luxury outdoor furniture with complete control over the process. Kirshner shares how owning and operating their own production facility provides a rare advantage in a crowded marketplace. This vertical integration allows Azzurro Living to oversee every step—from raw material sourcing to fabrication—ensuring performance, durability, and design integrity in extreme climates. The conversation also explores the realities of modern product manufacturing: navigating global instability, breaking through to specifiers in an oversaturated marketplace, and the renewed importance of in-person relationships. At its core, this is a story about design leadership, material obsession, and maintaining optimism in a rapidly shifting industry. Vertical Integration Changes Everything Full ownership of production facility ensures quality control Ability to experiment directly with materials and fabrication Eliminates reliance on third-party manufacturing limitations Material Innovation Drives Luxury Performance Products engineered for extreme heat and harsh winters Hands-on experimentation with rope, wicker, and aluminum Performance and longevity are core to brand value Design as the Core Differentiator Industrial design roots shape product philosophy Focus on original forms rather than “me-too” furniture Design enhances lifestyle, not just aesthetics Relationships Still Drive Specification Trade shows like High Point Market remain essential Face-to-face interaction builds trust and long-term partnerships Education through sales teams and specifier outreach is critical Resilience and Optimism in a Volatile Industry Navigating tariffs, supply chains, and global uncertainty Maintaining a solution-oriented mindset Viewing disruption as part of long-term growth In luxury outdoor furniture, control isn't just an operational advantage—it's a creative one. For Brandon Kirshner, Partner and VP of Design at Azzurro Living, ownership of the manufacturing process is the foundation of everything the company does. Unlike many competitors who rely on outsourced production, Azzurro Living operates its own factory, giving Kirshner and his team direct oversight of every detail, from raw materials to finished form. This control allows for something rare in today's manufacturing environment: true experimentation. Working directly with fabricators, Kirshner explores new weaving techniques, tests material durability, and refines structural details. The result is furniture engineered not just to look refined, but to perform in punishing environments—from desert heat exceeding 115 degrees to unpredictable seasonal extremes. Kirshner's path into furniture design began with industrial design studies, where exposure to iconic modernist designers revealed furniture as both functional object and artistic expression. That perspective continues to shape his work today, where innovation isn't driven by trend cycles, but by material curiosity and structural integrity. Launching Azzurro Living in 2020 presented immediate challenges, from supply chain disruption to economic uncertainty. Yet Kirshner views volatility as inevitable rather than exceptional. Experience has taught him that adaptability—not stability—is the constant in product manufacturing. Equally important is maintaining strong relationships within the design community. Trade shows, in-person meetings, and direct engagement remain essential tools for connecting with specifiers and building trust. In an increasingly crowded marketplace, Azzurro Living's approach is clear: control the process, push material boundaries, and let design lead. The result is furniture that reflects not just luxury, but intention. “Owning our factory gives us complete control—from raw material to finished product—and that changes everything.” “Design is the reason people invest in luxury furniture. Performance just makes it last.” “You can't innovate from a distance. Being hands-on with materials is where real progress happens.” “Trade shows and face-to-face interaction still matter because this industry runs on relationships.” “No matter what challenges come—tariffs, supply chain, geopolitics—we'll figure it out. That mindset is essential.” This is Cathy Purple Cherry – Founding Principal | Purple Cherry, freshly installed in the Convo By Design Icon Registry, we caught up at KBIS for a fresh take. Human-Centered Architecture, Resilience, and the Responsibility of Design Cathy Purple Cherry reflects on architecture as a lifelong act of care—supporting people through turbulence, embracing multigenerational living, rejecting trend culture, and using design as a tool for healing, connection, and growth. Recorded live at the Kitchen and Bath Industry Show, this conversation with Cathy Purple Cherry of Purple Cherry Architects explores architecture not as a moment of visual impact, but as a lifelong framework for human support. Purple Cherry shares her philosophy that architecture must evolve alongside the people it serves, especially during times of societal turbulence and personal change. Her work is grounded in human-centered thinking, emotional durability, and the belief that design can create stability amid chaos. The discussion moves beyond aesthetics into deeper territory—resilience shaped by hardship, the responsibility of creatives to provide clarity and options, and the importance of giving back. Purple Cherry also addresses the rise of multigenerational living, generational shifts in work culture, and the dangers of trend-driven design thinking. At its core, this conversation reveals architecture as both a professional discipline and a personal calling—one rooted in empathy, long-term thinking, and service. Architecture as Long-Term Support, Not Momentary Expression Design must serve people across decades, not just visual moments Architecture provides emotional stability during uncertain times Human-centered design is becoming essential, not optional Growth Through Challenge and Adversity Personal and professional hardship builds resilience Lessons learned shape better architects and stronger leaders Teaching and mentoring are essential responsibilities Multigenerational Living as a Cultural Shift Economic and social changes are reshaping American housing Families are staying connected longer Architecture must adapt to evolving family dynamics The Responsibility of Creatives in Times of Tension Architects provide clarity and solutions amid chaos Design can serve as a “relief valve” for societal stress Creatives help people reimagine how they live Rejecting Trend Culture in Favor of Lasting Design Trend cycles are often superficial and misleading True architecture transcends short-term aesthetic movements Enduring design comes from purpose, not prediction Giving Back as a Core Professional and Personal Value Sharing knowledge strengthens the profession Service to others creates deeper meaning in creative work Design is both a gift and a responsibility For Cathy Purple Cherry, architecture has never been about creating a moment. It's about supporting a lifetime. As founder of Purple Cherry Architects, with offices in Annapolis, Charlottesville, and New York City, Purple Cherry has built a practice grounded in the belief that design must evolve alongside the people it serves. Architecture, she explains, is not about solving for a single moment, but about creating environments that support human life over time. That perspective feels especially relevant today. As social, economic, and cultural turbulence reshapes how people live and work, architecture has taken on a new role—not just as shelter, but as emotional infrastructure. Spaces must provide calm, clarity, and flexibility, particularly as multigenerational living becomes more common and families remain connected longer under one roof. Purple Cherry rejects the idea that architecture should chase trends. While the industry often focuses on forecasting aesthetic movements, she believes true design transcends these cycles. Lasting architecture emerges from purpose, empathy, and a deep understanding of human behavior. Her perspective is shaped not only by decades of professional experience, but by personal adversity. Hardship, she explains, builds resilience and strengthens one's ability to serve others. That philosophy extends into her commitment to mentorship, service, and giving back—values she sees as inseparable from meaningful creative work. For Purple Cherry, architecture is both discipline and calling. It is a lifelong process of learning, teaching, and refining. And in a world defined by rapid change, her message is clear: the most important role of design is not to impress, but to support the people who live within it. “Architecture isn't about solving for a moment. It's about supporting people over time.” “Through suffering, we become stronger—and that's what allows us to better serve others.” “Anything in the built environment that can calm us and organize our lives becomes essential.” “Design should never be driven by trends. It should be driven by purpose and people.” “The meaning of life is discovering your gifts. The purpose of life is sharing them.”

In the Williams Broadcasting Studio join Shan Drummond and John Williams for this weeks golf news update "The 19th Hole".

Per decenni il mercato dei fine wines è stato dominato da consumatori over 50, nel pieno della capacità di spesa. Oggi qualcosa di inedito sta accadendo. Mercanti e case d'asta registrano l'emergere di una nuova fascia di acquirenti tra i 28 e i 40 anni, una dinamica considerata storicamente atipica in un segmento tradizionalmente guidato dalle generazioni più mature.A interrogarsi su chi siano, cosa li attragga e perché alcuni escano rapidamente dal percorso dei fine wines è il nuovo studio di Areni Global, The New Fine Wine Consumer, presentato a Wine Paris 2026.La ricerca si concentra su consumatori under 40 che acquistano regolarmente bottiglie sopra le 50 sterline, i 65 euro e i 75 dollari, soglia individuata come ingresso nel segmento dei vini di pregio. Dei sei presupposti iniziali su cui si basava l'indagine, solo uno è stato pienamente confermato dai dati, gli altri sono risultati parzialmente o completamente ribaltati. Un dato che è di per sé un segnale chiaro: il settore sta operando su ipotesi da aggiornare. 

Fat Brands' lenders were aware of the company's financial state, the restaurant operator says. Wienerschnitzel is jumping on the beef tallow bandwagon. And the beverage boom is a boon to equipment makers.

All'incrocio tra Dr. Pablo de María e Charrúa, nel quartiere Cordón, Baker's Bar è diventato uno degli indirizzi simbolo della nuova Montevideo. Non è soltanto un locale di successo: è un punto di osservazione privilegiato su come la scena uruguaiana stia cercando — con metodo e ambizione — un posto nel circuito internazionale della mixology.

 La centralità degli eventi nel determinare gli spostamenti turistici è un dato ormai consolidato. Lo conferma l'ultima analisi di Skift, “Beyond the Hotel Room: How Hospitality Brands Are Earning Loyalty Across the Journey”, secondo la quale un viaggiatore su cinque pianifica oggi il proprio itinerario in funzione di un evento a data fissa, con una crescita del 70% rispetto a cinque anni fa. 

Welcome to another episode of the Food & Beverage Magazine Podcast! In this deep dive, the Editors of Food & Beverage Magazine unpack the latest trends and expansions shaping the future of hospitality and retail. We explore the massive shifts seen at the ECRM Winter Sessions in Dallas, where functional wellness beverages and clean-label snacks are driving center-store innovation. We also tackle the booming THC beverage category, highlighting Willie Nelson's Willie's Remedy+ raising $15 million for a national rollout, and the intense wholesaler discussions around intoxicating hemp at WSWA Access LIVE 2026. Finally, we cover major restaurant expansions, including David Chang's highly anticipated Fuku landing in Coral Gables and Apicii unveiling four dynamic dining concepts—including Bar Rocco—at the Kimpton Era in Midtown New York.For more in-depth articles, interviews, and resources on everything we're talking about today, visit us at fbmagazine.com.

It’s tough to be a craft brewer these days, whether that’s in Oregon or elsewhere in the nation. Shifting consumer demands, including for non-alcohol beer, along with rising costs and market saturation have contributed to declining craft beer sales in recent years. In Oregon, the abrupt closure of Rogue Ales last November after nearly 40 years was a stark reminder that even iconic brands aren’t immune to the industry’s struggles.    It’s against this backdrop that four Central Oregon breweries and a cidery recently announced the formation of the Oregon Beverage Collective. The new partnership includes Cascade Lakes Brewing Company, Silver Moon Brewing, Crux Fermentation Project, GoodLife Brewing Company and Tumalo Cider Company. The OBC aims to share resources and manage rising costs for supplies and ingredients. Crux’s production facility in Bend will now be responsible for brewing most of the OBC’s craft beverages. Crux Fermentation Project has also been acquired by the Rhine family, which owns Cascade Lakes Brewing.    Andy Rhine, co-owner of Cascade Lakes Brewing and President of OBC, says the collective will allow each of the brands to retain its own identity while fostering new collaborations between them. Rhine joins us, along with Steve Augustyne, CEO of OBC and owner of Silver Moon Brewing, to share what this collective model offers for both brewers and consumers.

That's A Large Beverage

Welcome to Season 5 of The Industry 4.0 Podcast with Grantek. This season we welcome our new host, Matt Susi. Matt is a Technical Consultant in Grantek's Consulting & Digital Solutions Group. The Industry 4.0 Podcast with Grantek delivers a look into the world of manufacturing, with a focus on stories and trends that lead to better solutions.   Our guests will share tips and outcomes that will help improve your productivity. You will hear from manufacturers, leading providers of Industrial Control System hardware and software, Grantek experts and leaders at best-in-class industry associations that serve the Data Centers, Life Sciences and Food & Beverage industries.

The pack mentality isn't going away anytime soon in craft brewing.    The Oregon Beverage Collective (OBC) – the tie up of Crux Fermentation Project, Cascade Lakes Brewing, Silver Moon Brewing, Goodlife Brewing and Tumalo Cider – launched a couple of weeks ago as one of the latest additions to this crowd.   OBC president Andy Rhine joined the latest edition of the Brewbound Podcast to share how those five brands are looking to build strength in numbers.   Rhine explained that OBC's formation wasn't out of necessity even in a Pacific Northwest market facing challenges through distributor consolidation. Instead, the collective's foundation was built via long-time relationships among brewery owners in Bend. And it was those relationships that led to Rhine acquiring Crux in a separate deal from founders Larry Sidor and Paul Evers.    Even with a portfolio of five brands and efforts to consolidate production, sales and marketing, Rhine said maintaining each brand's "unique identity" will be key to the future of the collective. The conversation also covered Rhine's view of OBC's future and whether more members will be added to its ranks.    Before the interview, Justin and Zoe break down the latest headlines, including the fallout from Dry January, the Brewers Association's 2025 financial results, Tilray's licensing deal with Carlsberg, the Left Hand Collective's newest member and the Supreme Court's ruling on reciprocal tariffs.  

Send a textBefore you invest in liquid, labels, or a launch strategy, the most important question any founder can ask is: does this brand actually have a viable path to market?This Expert Talk features Felipe Gonzalez-Gordon, Partner and COO of Colangelo & Partners, delivering a data-driven framework for launching a spirit, wine, or RTD brand in today's saturated market, drawn from his presentation at Bar Convent Brooklyn 2025. Felipe walks through the financial and strategic groundwork that separates brands that scale from those that stall: how to size your addressable market realistically, how to model capital requirements, and how to allocate marketing spend without burning through runway prematurely. The episode also tackles brand positioning with precision, examining how founders can identify and defend a differentiated position on the shelf in a category where retailer fatigue and distributor consolidation make first impressions increasingly important. Featured Guests:Felipe Gonzalez-Gordon, Partner & COO, Colangelo & PartnersMentioned in this episode:Colangelo & PartnersWatch on YouTube: How to Launch a Beverage Alcohol Brand: A Data-Driven FrameworkWant to stay in the know about new episodes from the podcast? Fill out the form below: https://share.hsforms.com/1MEb-81x2TXi3f15qO_yEpA4tip1Learn More About Park StreetSign up for our Daily Industry Newsletter.Sign Up for our Monthly Newsletter.Check out Park Street's Guide to Getting Started in the U.S. MarketFollow us for more industry insights onLinkedIn FacebookTwitterInstagram

From the Williams Broadcasting Studio join John Williams and Shaun Drummond for this weeks Golf News at "The 19th Hole"!

In this episode of Kantar's Future Proof podcast, Jane Ostler speaks with Sian Davies, Global Consumer Planning Lead, Ready to Drink at Diageo, and Jauneen Tarin, Head of Shopper UK at Kantar, to discuss the evolving landscape of shopper marketing. From the evolution of shopper behaviour and the impact of digital channels to the critical role of leadership and culture, this episode is packed with practical examples and forward-looking perspectives on winning in the fast-changing world of ready-to-drink beverages. Hosted on Acast. See acast.com/privacy for more information.

A gruesome vision/Max Kremer's homemade beverage I will be speaking at the Oregon Ghost Conference March 27-29 2026 For more info, tickets, and more: http://www.oregonghostconference.com/   Dead Rabbit Radio Movie night Feb 27th 7pm PST Join the Patreon, Free or Paid, for more info! https://www.patreon.com/user?u=18482113 Feb 28th 9am PST Follow me on https://www.youtube.com/@DeadRabbitRadio for more info!   Patreon (Get ad-free episodes, Patreon Discord Access, and more!) https://www.patreon.com/user?u=18482113 PayPal Donation Link https://tinyurl.com/mrxe36ph MERCH STORE!!! https://tinyurl.com/y8zam4o2 Amazon Wish List https://www.amazon.com/hz/wishlist/ls/28CIOGSFRUXAD?ref_=wl_share Dead Rabbit Radio Archive Episodes https://deadrabbitradio.blogspot.com/2025/07/ episode-archive.html https://archive.ph/UELip Dead Rabbit Radio Recommends Master List https://letterboxd.com/dead_rabbit/list/dead-rabbit-radio-recommends/ Links: The Classics: EP 697 - Max Kremer: The Dad-Shaped Super Villain! https://deadrabbitradio.libsyn.com/the-classics-ep-697-max-kremer-the-dad-shaped-super-villain EP 706 - The Screaming Cave (Max Kremer episode) https://deadrabbitradio.libsyn.com/ep-706-the-screaming-cave EP 785 - The Dead Won't Go Alone (Max Kremer episode) https://deadrabbitradio.libsyn.com/ep-785-the-dead-wont-go-alone EP 791 - He Shouldn't Have Looked Out The Window (Max Kremer episode) https://deadrabbitradio.libsyn.com/ep-791-he-shouldnt-have-looked-out-the-window EP 1147 - Cat (Max Kremer episode) https://deadrabbitradio.libsyn.com/ep-1147-cat What is the scariest paranormal experience you have had or heard from someone you believe wouldn't lie? (Florida Vision Busted Teeth Broken Teeth Motorcycle story) https://www.reddit.com/r/AskReddit/comments/1zm8vn/comment/cfvmw5d/ Archive https://archive.ph/MWCcr Archive #2 https://web.archive.org/save/https://www.reddit.com/r/AskReddit/comments/1zm8vn/comment/cfvmw5d/ Gauntlets -trademark beverage Manufacturer (Item Description Page) https://web.archive.org/web/20240503102929/http://sellgauntlets.com/ Gauntlets -trademark beverage Manufacturer (Front Page And Song Link) https://web.archive.org/web/20240308085245/http://sellgauntlets.com/ Gauntlets -trademark beverage Manufacturer (Front Photo Of Gauntlets Bottles) https://web.archive.org/web/20240825193843/https://www.sellgauntlets.com/ Gauntlets -trademark beverage Manufacturer Contact Page https://web.archive.org/web/20240116012649/https://www.sellgauntlets.com/contact Gauntlets -trademark beverage Manufacturer About Page https://web.archive.org/web/20240116012649/https://www.sellgauntlets.com/about Gauntlets -trademark beverage Manufacturer https://web.archive.org/web/20240116012649/https://www.sellgauntlets.com/product/12339393/gauntlet-beverage-dehydrated-herbal-coffee-container Tennessee's Food Freedom Act – 2025 Non-TCS vs TCS Homemade Food Items https://utia.tennessee.edu/publications/wp-content/uploads/sites/269/2023/10/PB1909.pdf Selling Homemade Food in Tennessee https://ij.org/issues/economic-liberty/homemade-food-seller/tennessee/ ------------------------------------------------ Logo Art By Ash Black Opening Song: "Atlantis Attacks" Closing Song: "Bella Royale" Music By Simple Rabbitron 3000 created by Eerbud Thanks to Chris K, Founder Of The Golden Rabbit Brigade Dead Rabbit Archivist Some Weirdo On Twitter AKA Jack YouTube Champ: Stewart Meatball Reddit Champ: TheLast747 The Haunted Mic Arm provided by Chyme Chili Discord Mods: Mason, Rudie Jazz Forever Fluffle: Cantillions, Samson, Gregory Gilbertson, Jenny the Cat http://www.DeadRabbit.com Email: DeadRabbitRadio@gmail.com Facebook: www.Facebook.com/DeadRabbitRadio TikTok: https://www.tiktok.com/@deadrabbitradio Dead Rabbit Radio Subreddit: https://www.reddit.com/r/DeadRabbitRadio/ Paranormal News Subreddit: https://www.reddit.com/r/ParanormalNews/ Mailing Address Jason Carpenter PO Box 1363 Hood River, OR 97031 Paranormal, Conspiracy, and True Crime news as it happens! Jason Carpenter breaks the stories they'll be talking about tomorrow, assuming the world doesn't end today. All Contents Of This Podcast Copyright Jason Carpenter 2018 - 2026

What do you do when the soda you started making to complement your craft brewery ends up outgrowing the brewery itself? That's exactly what happened to Diana, co-founder of Callister Soda.  In this episode, Diana walks us through her unlikely journey — from office worker dreaming of a sustainable farm, to opening Callister Brewing in Vancouver in 2015, to hand-capping bottles and hand-seaming cans as her natural soda line quietly took on a life of its own. She shares the hard lessons of navigating supply chain chaos, a craft beer market in decline, and a rent increase that tripled over a decade — and how a perfectly timed facility opportunity in Port Coquitlam gave Callister Soda the home it needed to grow. If you're a food or beverage founder wondering whether to follow the momentum or stay the course, Diana's story is one you'll want to hear.   Check out Callister here: https://callistersoda.com/  

Introducing the All Def SquADD Cast show “Versus". It's a podcast with the OG SquADD! Each week, the SquADD will debate topics and vote at the end to see what wins. Versus airs every Monday and you can download and listen wherever podcasts are found.Special GuestKeyshawn E.Dion LackThis Week We DiscussAlways Throw Away Your Last Bite vs Only Be Able To Drink Half Your BeveragePersonal Chef That Cooks W/ Mystery Meat vs Eat Sardines For Every MealChange Genders Every Tone You Sneeze vs Have A Mariachi Band Play When You LieS/o To Our SponorsFactorHead to factormeals.com/squadd50off and use code squadd50off to get 50 percent off and free breakfast for a year. Eat like a pro this month with Factor. New subscribers only, varies by plan. 1 free breakfast item per box for 1 year while subscription is active

Luxury can be expensive, but it can also be subtle, practical, or deeply personal. Sometimes it's about choice, sometimes restraint, sometimes the way a space or product simply works better for you. Through thoughtful discussion, the episode examines how luxury shows up in appliances and design—through performance, comfort, longevity, and everyday ease—and why it resonates differently for everyone over time This nuanced conversation explores the evolving meaning of luxury through multiple industry perspectives, featuring Devoree Axelrod, General Manager at AJ Madison, alongside industry expert Jill Cohen, Editor-in-Chief, Luxe Interiors + Design. KBIS Podcast Studio Resources: KBIS AJ Madison NKBA LUXE Interiors + Design SubZero, Wolf & Cove SKS | Signature Kitchen Suite Hearth & Home Technologies Kitchen365 Green Forrest Cabinetry Midea Luxury Isn't a Price Point. It's a Performance Standard. At the Kitchen and Bath Industry Show 2026, leaders from AJ Madison and Luxe Interiors + Design reframing luxury as durability, intentionality, and the ability of design to support how people actually live. The word “luxury” has become one of the most overused—and least defined—terms in the design industry. At KBIS 2026, a live conversation featuring Devoree Axelrod, General Manager of AJ Madison, and Jill Cohen, Editor in Chief of Luxe Interiors + Design, set out to recalibrate its meaning. What emerged was less about price and more about performance, longevity, and intent. For decades, luxury was shorthand for premium brands, higher costs, and visual distinction. Today, that definition is insufficient. The modern homeowner isn't simply buying a product; they're investing in how their home supports their routines, relationships, and future. Luxury, in this context, becomes the elimination of friction. It's the appliance that performs reliably every day. It's the kitchen designed around how a family actually cooks and gathers. It's the confidence that decisions made today will still make sense twenty years from now. Cohen shared findings from Luxe's upcoming national survey of 1,000 leading architects, designers, and builders, confirming that the kitchen remains the single most important area of homeowner investment. More significantly, appliances are often the first and most consequential decisions made in the design process. They establish the spatial, technical, and functional framework around which everything else follows. Axelrod reinforced this from her vantage point inside one of the country's largest appliance retailers. Appliance selection determines infrastructure—electrical loads, ventilation, plumbing, and spatial relationships—making it foundational rather than decorative. When clients prioritize performance and usability first, the rest of the design aligns more effectively, both functionally and financially. The conversation also addressed the persistent myth of the fixed budget. In reality, budgets are fluid, shaped as much by emotion as by arithmetic. Homeowners may begin with a number in mind, but that number evolves as priorities clarify. The role of the designer and appliance advisor becomes essential: helping clients distinguish between what serves their lives and what merely satisfies aspiration. This shift is evident in how kitchens are expanding beyond their traditional boundaries. Secondary prep kitchens, beverage stations, outdoor kitchens, coffee bars, and integrated refrigeration throughout the home reflect a broader redefinition of convenience. These are not excesses for their own sake; they are extensions of daily life, driven by multigenerational living, remote work, and a deeper integration between hospitality and residential design. Perhaps most telling was the reframing of luxury itself. Neither Axelrod nor Cohen defined it by brand name. Instead, luxury was described as ease, time, and permanence. It is waking up and having what you need within reach. It is durability that eliminates the need for replacement. It is thoughtful planning that prevents regret. In this light, luxury is not what something costs. It is what something enables. And increasingly, what it enables is a home that works—quietly, reliably, and seamlessly—in service of the people who live there. Luxury is the measurable outcome of thoughtful design—where performance, longevity, and relevance align to support the way people actually live. Luxury is the removal of friction from daily life. Luxury is durability aligned with intent. Luxury is design that continues to perform long after the purchase is forgotten. Luxury is confidence—in function, longevity, and fit. Luxury is not what you spend. It's what you never have to rethink. The Kitchen as the Primary Investment The kitchen remains the #1 homeowner investment nationwide. Homeowners are willing to exceed budget in the kitchen more than any other space. The kitchen is the most public and social room in the home. It represents identity: “I'm a cook,” “I entertain,” “I host.” Food equals memory; appliances enable those memories. Appliance-First Design Strategy Appliances determine electrical, ventilation, plumbing, and layout requirements. Major appliance decisions must precede cabinetry and finish selections. Early appliance specification prevents costly redesigns. Designers increasingly plan around cooking infrastructure first. Professional appliance advisors play a key role in product education and innovation updates. Budget Realities & Psychology Budgets are rarely fixed; they are often unstated or misunderstood. Clients frequently establish budgets before fully understanding what they want. Designers must define the intersection of “want” and “need.” Stretching budget in the kitchen feels justified because it is essential. Strategic trade-offs are common (invest in cooking, scale back secondary items). Transparency and cost clarity are critical in today's climate. Surprises—especially tariff or pricing shocks—undermine trust. Professional designers protect clients from unrealistic expectations and long-term regret. The Expanding Kitchen Ecosystem Kitchens are no longer singular spaces—they expand throughout the home. Secondary kitchens (sculleries, prep kitchens, butler's pantries) are rising. Beverage centers, bars, and wine storage are increasingly common. Coffee stations and en-suite kitchenettes are viewed as lifestyle enhancements. Outdoor kitchens are now expected in many markets. Refrigeration appears in bathrooms (skincare), offices, and guest suites. Multigenerational living drives multi-kitchen design. Post-COVID entertaining shifted bar culture into the home. Lifestyle-Driven Design Trends Hospitality influences residential expectations. Convenience and personalization outweigh pure status signaling. Aging in place is shaping appliance planning (drawer refrigeration, wall ovens). Durability is increasingly valued over trend-based aesthetics. Remote work drives integrated kitchenettes and beverage access in home offices. Multiple laundry setups reflect modern household logistics. Status vs. Practicality Status still influences resale-driven decisions in some cases. However, emotional connection tends to be with category (cooking, entertaining) rather than brand alone. Longevity and service reliability often justify premium selections. Magazine-driven or editorial glamour exists—but practical function ultimately wins. Role of the Professional Designer Designers provide budget discipline and scope management. They help clients make decisions faster, reducing cost creep. They balance aspiration with feasibility. Professional oversight protects long-term value. Design is positioned not as a privilege, but as a necessity. Market & Cultural Influences COVID permanently shifted how homes are used. Entertaining moved inward; bar and pizza oven sales spiked. Multigenerational living increased spatial complexity. Social media informs but can distort expectations. Consumers increasingly research via reviews and digital channels. Clients are more cautious amid economic and tariff uncertainty. Guiding Principle “Proper planning prevents poor performance.” Early, honest, and intentional planning reduces regret. Design is both a desire business and a service industry. The goal is not excess—it is alignment between space and life.

Ski area leaders juggle two demanding roles: developing people and delivering projects. This session with the Class of 2025-26 Summit Series cohort dives into how mentors strike that balance — keeping teams motivated while hitting deadlines, shaping culture while driving results, and navigating the constant pull between personalities and priorities.  Mentors: John Melcher, CEO, Crystal Mountain, Mich. Jean Mikulas, President and GM, Red Lodge Mountain, Mont. Lori Phillips, GM, Ski Big Bear, Pa. Hugh Reynolds, Partner and CMO, SNOW Partners, N.J. Ryan Schramm, GM, Powderhorn Mountain Resort, Colo. Mentees:  Chris Adams, VP of Mountain Experience, Boyne Mountain Resort, Mich.  Beck Badger, Lead Marketing Coordinator, Gunstock Mountain Resort, N.H Drew Brewer, Director of Mountain Experience, Alyeska Resort, Alaska Sam Burns, Snowmaking Supervisor, Arizona Snowbowl, Ariz.  Julie Bush, Marketing Specialist, Wisp Resort, Md.  Teagan Knudson, Front Desk & Guest Services and Ski Patrol Manager, Snowriver Mountain Resort, Mich. Ryan Leclerc, Location Manager, Adult & Private Lesson Programs, Beaver Creek, Colo. Rebecca Repp, Director of Food & Beverage, Brundage Mountain Resort, Idaho Shayna Silverman, Communications Manager, Arapahoe Basin, Colo. Gabriel Sudermann, Manager of Mountain Operations, Camp Fortune, Que.  Leadership Coach: Lex Curtis, Founder, Field of Play Consulting Thank you to our sponsor, MountainGuard, for their support of this program. 

Is it just me or have you also noticed a growing amount of energy being placed on the creation of "lower caffeine, higher electrolyte" beverages? Are we experiencing an accelerated convergence of the energy and sports drink categories? Driven by consumer demand for beverages that offer both functional hydration benefits and an energy boost, the blurring lines are set to drive further market growth and innovative product iterations. But in hopes of bringing more attention to the optionality within this beverage trend, here are three unique examples for consideration. Firstly, Cadence RACE Energy Hydration Drink includes the brand's core electrolyte blend, but also an evidence-based 1:2 ratio of caffeine & l-theanine to sharpen focus (and fight fatigue). Next, podcaster Alex Cooper packed Unwell Hydration with 700mg of electrolytes, along with a gentle dose of 75mg of natural caffeine. Finally, Huxley puts an all-natural spin on the blurring beverage category…including 90mg of plant-based caffeine from upcycled Cascara Superfruit.

With the alcohol industry facing plenty of challenges this year, we turn to food & beverage lawyer Oren Bitan, a partner at Buchalter in Los Angeles, for insight on the biggest issues. Our discussion covers everything from tariffs and cannabis beverages to consumers cutting back on alcohol and the outlook for celebrity beverage endorsements in 2026.

In the Williams Broadcasting Studio join John, Williams and Shaun Drummond for this weeks golf news update from"The 19th Hole".

We're joined by two of our favorites in the snack and soda game, powerful influencers TeamSupernovaFB and SodaSeekers! We tested out the new-ish Cheez-It and Ragu frozen pizzas, as well as a bunch of new beverages from AriZona and so much more - hugely thankful for the guys bringing out some secret treats for us to try. Also thankful we got to review the world's best restrooms together! We're almost to our 200th episode!!!

Tomás Gilbert, Director, Strategic Market Insights at Curion, joins QSR Uncut to break down his adventures as a qualitative researcher in the restaurant space. We get into what's driving traffic, what food trends are landing on menus, why beverages are hot, why menu optimization is becoming widespread, and much more. There's a reason in-market research is a growing methodology in QSR.This episode was brought to you by our partners at Curion. 

In the Williams Broadcasting Studio join Shaun Drummond and John Williams for this weeks Golf News Update on "The Liar's Club"

This Episode is Sponsored by: City National Bank In summer 2025, Nik Modi of RBC Capital Markets warned that consumers were in a “spending recession,” but is that still the case in early 2026? Modi discusses the potential impacts of GLP-1s, price cuts, agentic commerce, and more on the food and beverage sector for the rest of the year. More About Nik Modi: Nik Modi is a Managing Director at RBC Capital Markets, where he has responsibility for coverage of Beverage, Household Personal Care, and Packaged Food industries. The companies under Nik's coverage total over $1 trillion in combined market value. Nik has consistently been ranked as one of the top analysts across the consumer space by Institutional Investor's All Star Analyst Survey. He has also been top rated across various analyst polls, including The Wall Street Journal, Fortune and Forbes. More About RBC: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 100,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 19 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/peopleandplanet.

In the Williams Broadcasting Studio join John and Shaun for this weeks golf news update at the "19th Hole".

Brooke and Tyler are joined by Brandon and Monika Finn of Paladin Creative and creators of the Worldhopper Ball 2025! Down your metal vials and put on your copperminds to prepare for a behind-the-scenes look at how the Mistborn Worldhopper Ball was made. We discuss how the show went from idea to reality, the difficulty of building in the Grand Ballroom, and how the cast and show team put on the biggest party ever at Dragonsteel Nexus. #AllSpoilers All episodes are available on Youtube and feature the work of Cosmere artists. However, this episode has additional exclusive footage and images from Paladin Creative and the Worldhopper Ball. Available here The Client: @DragonsteelBooks @BrandSanderson Event Production & Design: @paladincreative The Cast Kelsier: @kaleogriffith Hoid: @jacksondauthor Vin: @ryannrinabailey Elend Venture: @jacksupertoast Sazed: @danor.gerald Shan Elariel: @withsincerity_emilywhitcomb Steel Ministry: @Michael.carrasco.771, @christianljohnston, @cschneider19, @valoramaccallum Aerialists Vin: @sophiaisdunn Shan Elariel: @mooolyka Hazekillers: @ambiwextrous, @megz.aerialist, @lostboy_33, @pkhiggie, @maverick_roskelley Ballroom Dancers Ballroom Teachers: @ballroom.hair.by.megan and @meaux_dance Ballroom Dancers: @officialsavannahcarrasco , @b_kex, @sabrinabezzant_dance, @tristan_meaux, @danika_elisabeth, @rachel_le_brooks, @a.v.o.n.l.e.y @thesweetstitches, @nichelleaiden, Jason Brooks, and Ben Wear Musical Performances String Quartet: @themaywoodsq DJ IRONEYES: @djironeyes   Production Team: @brandontfinn, @sseligson, @unikemonike @octavia.calm, Sam McCracken Design Team: @abbeyyyymarie, @brandontfinn, @unikemonike, @lifeaskennyofficial Food & Beverage: @jocelyngillies, Alex Locke Lighting: @lightenup_inc, Brian Kim Audio/Visual: @losangelesav Drapery: @positiveeventdesign Onsite Support: @goinspo, @the_stephanie_lee, @wesleychambers_   Show Team: @denios225 , @tasha.lucia.18 , @untidycreativemind Costumes - Vin, Elend, Shan Elariel: @valentine.bridal Costumes - Kelsier, Hoid, Sazed, Steel Ministry: @jesse.thaxton Leather Accessories: @locke_leather1990 Photography: @juliastocktonphoto Support this podcast by becoming a Patron on Patreon Original music by David Gruwier. "Radiant" by David Gruwier.

Original Release Date: January 16, 2026Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product here in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: Today, we are here to talk about the big debates for European equities moving into 2026.It's Friday, January the 16th at 8am in London.Marina, it's great to have you on Thoughts on the Market. I think we've got a fascinating year ahead of us, and there are plenty of big debates to be exploring here in Europe. But let's kick it off with the, sort of, obvious comparison to the U.S.How are you thinking about European equities versus the U.S. right now? When we cast our eyes back to last year, we had this surprising outperformance. Could that repeat?Marina Zavolock: Yeah, the biggest debate of all Paul, that's what you start with. So, actually it's not just last year. If you look since U.S. elections, I think it would surprise most people to know that if you compare in constant currency terms; so if you look in dollar terms or if you look in Euro terms, European equities have outperformed U.S. equities since US elections. I don't think that's something that a lot of people really think about as a fact.And something very interesting has happened at the start of this year. And let me set the scene before I tell you what that is.In the last 10 years, European equities have been in this constantly widening discount range versus the U.S. on valuation. So next one's P/E there's been, you know, we have tactical rallies from time to time; but in the last 10 years, they've always been tactical. But we're in this downward structural range where their discount just keeps going wider and wider and wider. And what's happened on December 31st is that for the first time in 10 years, European equities have broken the top of that discount range now consistently since December 31st. I've lost count of how many trading days that is. So about two weeks, we've broken the top of that discount range. And when you look at long-term history, that's happened a number of times before. And every time that happens, you start to go into an upward range.So, the discount is narrowing and narrowing; not in a straight line, in a range. But the discount narrows over time. The last couple of times that's happened, in the last 20 years, over time you narrow all the way to single digit discount rather than what we have right now in like-for-like terms of 23 percent.Paul Walsh: Yeah, so there's a significant discount. Now, obviously it's great that we are seeing increased inflows into European equities. So far this year, the performance at an index level has been pretty robust. We've just talked about the relative positioning of Europe versus the U.S.; and the perhaps not widely understood local currency outperformance of Europe versus the U.S. last year. But do you think this is a phenomenon that's sustainable? Or are we looking at, sort of, purely a Q1 phenomenon?Marina Zavolock: Yeah, it's a really good question and you make a good point on flows, which I forgot to mention. Which is that, last year in [Q1] we saw this really big diversification flow theme where investors were looking to reduce exposure in the U.S., add exposure to Europe – for a number of reasons that I won't go into.And we're seeing deja vu with that now, mostly on the – not really reducing that much in U.S., but more so, diversifying into Europe. And the feedback I get when speaking to investors is that the U.S. is so big, so concentrated and there's this trend of broadening in the U.S. that's happening; and that broadening is impacting Europe as well.Because if you're thinking about, ‘Okay, what do I invest in outside of seven stocks in the U.S.?' You're also thinking about, ‘Okay, but Europe has discounts and maybe I should look at those European companies as well.' That's exactly what's happening. So, diversification flows are sharply going up, in the last month or two in European equities coming into this year.And it's a very good question of whether this is just a [Q1] phenomenon. [Be]cause that's exactly what it was last year. I still struggle to see European equities outperforming the U.S. over the course of the full year because we're going to come into earnings now.We have much lower earnings growth at a headline level than the U.S. I have 4 percent earnings growth forecast. That's driven by some specific sectors. It's, you know, you have pockets of very high growth. But still at a headline level, we have 4 percent earnings growth on our base case. Consensus is too high in our view. And our U.S. equity strategists, they have 17 percent earnings growth, so we can't compete.Paul Walsh That's a very stark difference.Marina Zavolock: Yeah, we cannot compete with that. But what I will say is that historically when you've had these breakouts, you don't get out performance really. But what you get is a much narrower gap in performance. And I also think if you pick the right pockets within Europe, then you could; you can get out performance.Paul Walsh: So, something you and I talked about a lot in 2025, is the bull case for Europe. There are a number of themes and secular dynamics that could play out, frankly, to the benefits of Europe, and there are a number of them. I wondered if you could highlight the ones that you think are most important in terms of the bull case for Europe.Marina Zavolock: I think the most important one is AI adoption. We and our team, we have been able to quantify this. So, when we take our global AI mapping and we look at leading AI adopters in Europe, which is about a quarter of the index, they are showing very strong earnings and returns outperformance. Not just versus the European index, but versus their respective sectors. And versus their respective sectors, that gap of earnings outperformance is growing and becoming more meaningful every time that we update our own chart.To the point that I think at this rate, by the second half of this year, it's going to grow to a point that it's more difficult for investors to ignore. That group of stocks, first of all, they trade again at a big discount to U.S. equivalent – 27 percent discount. Also, if you see adoption broadening overall, and we start to go into the phase of the AI cycle where adopters are, you know, are being sought after and are seen as in the front line of beneficiaries of AI. It's important to remember Europe; the European index because we don't have a lot of enablers in our index. It is very skewed to AI adopters. And then we also have a lot of low hanging fruit given productivity demographic challenges that AI can help to address. So that's the biggest one.Paul Walsh: Understood.Marina Zavolock: And the one I've spent most time on. But let me quickly mention a few others. M&A, we're seeing it rising in Europe, almost as sharply as we're seeing in the U.S. Again, I think there's low hanging fruit there. We're seeing easing competition commission rules, which has been an ongoing thing, but you know, that comes after decade of not seeing that. We're seeing corporate re-leveraging off of lows. Both of these things are still very far from cycle peaks. And we're seeing structural drivers, which for example, savings and investment union, which is multifaceted. I won't get into it. But that could really present a bull case.Paul Walsh: Yeah. And that could include pensions reform across Europe, particularly in Germany, deeper capital…Marina Zavolock: We're starting to see it.Paul Walsh: And in Europe as well, yeah. And so just going back to the base case, what are you advocating to clients in terms of what do we buy here in Europe, given the backdrop that you've framed?Marina Zavolock: Within Europe, I get asked a lot whether investors should be investing in cyclicals or value. Last year value really worked, or quality – maybe they will return. I think it's not really about any of those things. I think, similar to prior years, what we're going to see is stock level dispersion continuing to rise. That's what we keep seeing every month, every quarter, every year – for the last couple of years, we're seeing dispersion rising.Again, we're still far from where we normally get to, when we get to cycle peaks. So, Europe is really about stock picking. And the best way that we have at Morgan Stanley to capture this alpha under the surface of the European index. And the growth that we have under the surface of the index, is our analyst top picks – which are showing fairly consistent outperformance, not just versus the European index, but also versus the S&P. And since inception of top picks in 2021, European top picks have outperformed the S&P free float market cap weighted by over 90 percentage points. And they've outperformed, the S&P – this is pre-trade – by 17 percentage points in the last year. And whatever period we slice, we're seeing out performance.As far as sectors, key sectors, Banks is at the very top of our model. It's the first sector that non-dedicated investors ask me about. I think the investment case there is very compelling. Defense, we really like structurally with the rearmament theme in Europe, but it's also helpful that we're in this seasonal phase where defense tends to really outperform between; and have outsized returns between January and April. And then we like the powering AI thematic, and we are getting a lot of incoming on the powering AI thematic in Europe. We upgraded utilities recently.Paul, maybe if I ask you a question, one sector that I've missed out on, in our data-driven sector model, is the semis. But you've worked a lot with our semi's team who are quite constructive. Can you tell us about the investment case there?Paul Walsh: Yeah, they're quite constructive, but I would say there's nuance within the context of the sector. I think what they really like is the semi cap space, which they think is really well underpinned by a robust, global outlook for wafer fab equipment spend, which we see growing double digits globally in both 2026 and 2027.And I think within that, in particular, the outlook for memory. You have something of a memory supercycle going on at the moment. And the outlook for memory is especially encouraging. And it's a market where we see it as being increasingly capacity constrained with an unusually long order book visibility today, driven really by AI inference. So strong thematic overlay there as well.And maybe I would highlight one other key area of growth longer term for the space, which is set to come from the proliferation of humanoid robots. That's a key theme for us in 2025. And of course, we'll continue to be so, in the years to come. And we are modeling a global Humanoids Semicon TAM of over $300 billion by 2045, with key pillars of opportunity for the semi names to be able to capitalize on. So, I think those are two areas where, in particular, the team have seen some great opportunities.Now bringing it back to the other side of the equation, Marina, which sectors would you be avoiding, within the context of your model?Marina Zavolock: There's a collection of sectors and they, for the most part, are the culprits for the low growth that we have in Europe. So simply avoiding these could be very helpful from a growth perspective, to add to that multiple expansion. These are at the bottom of our data driven, sector models. So, these are Autos, Chemicals, Luxury Transport, Food and Beverage.Most of these are old economy cyclicals. Many of these sectors have high China/old economy exposure – as well where we're not seeing really a demand pickup. And then lastly, a number of these sectors are facing ever rising China competition.Paul Walsh: And I think, when we weigh up the skew of your views according to your model, I think it brings it back to the original big debate around cyclicals versus defensives. And your conclusion that actually it's much more complicated than that.Marina, thanks for taking the time to talk.Marina Zavolock: Great to speak with you Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Join me for an inspiring conversation with Shelly Garg, the founder of Wave Kids and a seasoned FDA attorney, as she shares her journey of creating the first kids' lifestyle and beverage brand focused on building better hydration habits. Shelly's passion for children's health shines through as she discusses her mission to provide a fun, trustworthy alternative to the sugary, artificial drinks that dominate the market. She offers profound insights into the "wave of change" she is spearheading, moving away from high-fructose corn syrup and hidden caffeine toward products that parents can feel good about and kids genuinely enjoy. Shelly explains how her background in food and drug law, combined with the raw reality of motherhood, fueled her desire to flip the traditional industry model on its head. Explore how Shelly is bringing magic to hydration through innovative, temperature-activated color-changing cans and playful artwork created by children themselves. She outlines the challenges of scaling a small business while remaining committed to accessibility, ensuring that healthy options aren't restricted by a family's socioeconomic status. Listen in as she discusses the future of Wave Kids, including plans to expand into national retail and introduce organic, fruit-flavored waters with natural electrolytes. The episode concludes with a poignant reflection on empowerment, where Shelly emphasizes the importance of living in alignment with one's values and the transformative power of choosing a bigger "why" for the sake of the next generation. Connect with Shelly:Website: www.wave-kids.com Instagram: @hellowavekids Let's keep the conversation going!Website: www.martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest  Watch my TEDx talk: www.martaspirk.com/keynoteconcerts      There's a reason Pitch Worthy is on every power founder's radar. It's the definitive PR book for women done with being overlooked. If you're ready for press, premium clients, and undeniable authority, this is your playbook. Buy your copy now at hearsayPR.com.  

Rover had a charging emergency in the G-Wagon. Christa will let the gas in the car run all the way down, so Charlie has to fill up the tank. Sanity check. 3D printing. A new beer is debuting for the Superbowl called Nature Calls. The Browns hired a new head coach. New video shows Alex Pretti at a different ICE protest confronting federal agents. Can you legally carry a gun at a protest? Sydney Sweeney has launched a new lingerie brand. Skinny asked Krystle to not wear granny panties. Rover begs B2 to get rid of a pair of socks she got from an airline. More mouse poop has been found in desks at iHeart. Charlie has been watching movies on the Oscar's list of best picture nominees. An assistant principal was fired after reading a book to 2nd graders. Charlie had to evacuate his class after a girl pooped her pants.

Rover had a charging emergency in the G-Wagon. Christa will let the gas in the car run all the way down, so Charlie has to fill up the tank. Sanity check. 3D printing. A new beer is debuting for the Superbowl called Nature Calls. The Browns hired a new head coach. New video shows Alex Pretti at a different ICE protest confronting federal agents. Can you legally carry a gun at a protest? Sydney Sweeney has launched a new lingerie brand. Skinny asked Krystle to not wear granny panties. Rover begs B2 to get rid of a pair of socks she got from an airline. More mouse poop has been found in desks at iHeart. Charlie has been watching movies on the Oscar's list of best picture nominees. An assistant principal was fired after reading a book to 2nd graders. Charlie had to evacuate his class after a girl pooped her pants. See omnystudio.com/listener for privacy information.

Thinking about launching a product brand? How do you balance health, taste, and consumer demand? In this episode of The Business Ownership Podcast I interviewed Jack Espy. Jack Espy, the visionary behind Spirited Hive, is committed to fostering a community that thrives on enduring connections, placing aspecial emphasis on embracing a harmonious lifestyle.Born in Denver and educated at USC, Jack studied real estate finance and development, graduating during the pandemic only to face a job offer loss. Inspiration struck organically as he crafted cocktails for friends, leading to the inception of Spirited Hive. Launched in Nashville in May 2022, the brand flourished, securing the position of RTD partner for all the major sports teams. Jack's vision extends beyond as Spirited Hive expands to new states and markets, staying hyper-focused on health and wellness within a balanced lifestyle. Excitingly, Jack was developing Strive, a non-alcoholic functional beverage set to debut in 2024.From early mistakes to navigating the beverage industry, this episode is packed with real-world lessons for entrepreneurs.Learn how to break into the beverage market, or, discover your new favorite beverage!Check this out!Show Links:Spirited Hive Website: https://www.spiritedhive.com/Jack on LinkedIn: Jack Espy | LinkedInBook a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Brandon shares how Surely became a leader in non-alcoholic wine and why nearly 90 percent of its customers still drink alcohol. Rather than targeting only those who are sober, the brand connects with people who want to enjoy wine on their own terms. He also introduces Arlow, the first legally recognized low-alcohol wine brand in the United States, offering half the calories and zero sugar while maintaining the full-bodied experience wine lovers expect.Listeners will learn how Arlow's concept grew from Brandon's deep understanding of consumer behavior and his curiosity about where the market was heading. He explains the technical challenges of dealcoholization, how his California-based team perfected the process, and what it takes to create a wine that meets both taste and quality standards in this emerging space.Beyond product development, Brandon discusses how Surely and Arlow have scaled from direct-to-consumer beginnings to major retail success. Today, Surely can be found in Target, Sprouts, Total Wine & More, and Spec's. He explains how the company's focus on profitability and sustainable growth has allowed it to thrive in a changing industry where investors now value lean operations over rapid expansion.As the conversation continues, Brandon shares leadership lessons from two distinct growth phases: one centered on fast-paced scaling and another built around operational discipline. He offers insights into the importance of communication, team alignment, and company culture, noting that even high-performing employees can hold a business back if they are not the right cultural fit.Brandon also reflects on his journey as a leader, emphasizing the need for transparency and collaboration, both with his team and with his investors. His approach to management highlights how curiosity, accountability, and clear communication can drive consistent results without compromising values.Now rooted in Austin with his family, Brandon talks about what makes Texas the perfect home for entrepreneurs like him. From the state's unique energy to its strong business community and culinary culture, he shares why Texas has become the ideal place to grow both personally and professionally.Whether you are interested in brand strategy, leadership, or the evolving world of consumer products, this episode offers a thoughtful look at how clarity of purpose and innovative thinking can build a business that lasts.LINKSShow NotesPrevious EpisodesAbout BoyarMillerAbout Surely WineAbout Arlow Wine

Robin Nance is, simply put, an icon in the beverage professional community. She bridges the worlds of craft and visual art, revealing a creative process rooted in intuition, experimentation, and storytelling. Robin reflects on her career offering insight into how drinks can carry a meaning beyond the glass. She also shares how her instincts, taking risks, & the personal philosophy that shape her work where she thrives

When rooms, tech, and amenities start to feel the same, hotels lean on food and beverage to differentiate — and that's the focus of this episode of #NoVacancyNews, recorded during ALIS. I'm joined by Phil Colicchio and Trip Schneck of Colicchio Consulting, talking from Los Angeles while I deal with snow back home. We talk about the pressure hoteliers feel around food and beverage right now — rising costs, operational stress, and the need to make restaurants work financially without turning them into generic hotel outlets. What stood out to me is how directly they connect F&B to experience. Hotels use tableside service, presentation, fire, buyouts, and flexible programming to give guests a reason to choose one property over another. We cover:

Jen talks about the new menu for Huse Culinary restaurants, including 1933 Lounge, St. Elmo Steak House and Harry & Izzy’s. Devour Indy | IndianapolisSee omnystudio.com/listener for privacy information.

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product here in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: Today, we are here to talk about the big debates for European equities moving into 2026.It's Friday, January the 16th at 8am in London.Marina, it's great to have you on Thoughts on the Market. I think we've got a fascinating year ahead of us, and there are plenty of big debates to be exploring here in Europe. But let's kick it off with the, sort of, obvious comparison to the U.S.How are you thinking about European equities versus the U.S. right now? When we cast our eyes back to last year, we had this surprising outperformance. Could that repeat?Marina Zavolock: Yeah, the biggest debate of all Paul, that's what you start with. So, actually it's not just last year. If you look since U.S. elections, I think it would surprise most people to know that if you compare in constant currency terms; so if you look in dollar terms or if you look in Euro terms, European equities have outperformed U.S. equities since US elections. I don't think that's something that a lot of people really think about as a fact.And something very interesting has happened at the start of this year. And let me set the scene before I tell you what that is.In the last 10 years, European equities have been in this constantly widening discount range versus the U.S. on valuation. So next one's P/E there's been, you know, we have tactical rallies from time to time; but in the last 10 years, they've always been tactical. But we're in this downward structural range where their discount just keeps going wider and wider and wider. And what's happened on December 31st is that for the first time in 10 years, European equities have broken the top of that discount range now consistently since December 31st. I've lost count of how many trading days that is. So about two weeks, we've broken the top of that discount range. And when you look at long-term history, that's happened a number of times before. And every time that happens, you start to go into an upward range.So, the discount is narrowing and narrowing; not in a straight line, in a range. But the discount narrows over time. The last couple of times that's happened, in the last 20 years, over time you narrow all the way to single digit discount rather than what we have right now in like-for-like terms of 23 percent.Paul Walsh: Yeah, so there's a significant discount. Now, obviously it's great that we are seeing increased inflows into European equities. So far this year, the performance at an index level has been pretty robust. We've just talked about the relative positioning of Europe versus the U.S.; and the perhaps not widely understood local currency outperformance of Europe versus the U.S. last year. But do you think this is a phenomenon that's sustainable? Or are we looking at, sort of, purely a Q1 phenomenon?Marina Zavolock: Yeah, it's a really good question and you make a good point on flows, which I forgot to mention. Which is that, last year in [Q1] we saw this really big diversification flow theme where investors were looking to reduce exposure in the U.S., add exposure to Europe – for a number of reasons that I won't go into.And we're seeing deja vu with that now, mostly on the – not really reducing that much in U.S., but more so, diversifying into Europe. And the feedback I get when speaking to investors is that the U.S. is so big, so concentrated and there's this trend of broadening in the U.S. that's happening; and that broadening is impacting Europe as well.Because if you're thinking about, ‘Okay, what do I invest in outside of seven stocks in the U.S.?' You're also thinking about, ‘Okay, but Europe has discounts and maybe I should look at those European companies as well.' That's exactly what's happening. So, diversification flows are sharply going up, in the last month or two in European equities coming into this year.And it's a very good question of whether this is just a [Q1] phenomenon. [Be]cause that's exactly what it was last year. I still struggle to see European equities outperforming the U.S. over the course of the full year because we're going to come into earnings now.We have much lower earnings growth at a headline level than the U.S. I have 4 percent earnings growth forecast. That's driven by some specific sectors. It's, you know, you have pockets of very high growth. But still at a headline level, we have 4 percent earnings growth on our base case. Consensus is too high in our view. And our U.S. equity strategists, they have 17 percent earnings growth, so we can't compete.Paul Walsh That's a very stark difference.Marina Zavolock: Yeah, we cannot compete with that. But what I will say is that historically when you've had these breakouts, you don't get out performance really. But what you get is a much narrower gap in performance. And I also think if you pick the right pockets within Europe, then you could; you can get out performance.Paul Walsh: So, something you and I talked about a lot in 2025, is the bull case for Europe. There are a number of themes and secular dynamics that could play out, frankly, to the benefits of Europe, and there are a number of them. I wondered if you could highlight the ones that you think are most important in terms of the bull case for Europe.Marina Zavolock: I think the most important one is AI adoption. We and our team, we have been able to quantify this. So, when we take our global AI mapping and we look at leading AI adopters in Europe, which is about a quarter of the index, they are showing very strong earnings and returns outperformance. Not just versus the European index, but versus their respective sectors. And versus their respective sectors, that gap of earnings outperformance is growing and becoming more meaningful every time that we update our own chart.To the point that I think at this rate, by the second half of this year, it's going to grow to a point that it's more difficult for investors to ignore. That group of stocks, first of all, they trade again at a big discount to U.S. equivalent – 27 percent discount. Also, if you see adoption broadening overall, and we start to go into the phase of the AI cycle where adopters are, you know, are being sought after and are seen as in the front line of beneficiaries of AI. It's important to remember Europe; the European index because we don't have a lot of enablers in our index. It is very skewed to AI adopters. And then we also have a lot of low hanging fruit given productivity demographic challenges that AI can help to address. So that's the biggest one.Paul Walsh: Understood.Marina Zavolock: And the one I've spent most time on. But let me quickly mention a few others. M&A, we're seeing it rising in Europe, almost as sharply as we're seeing in the U.S. Again, I think there's low hanging fruit there. We're seeing easing competition commission rules, which has been an ongoing thing, but you know, that comes after decade of not seeing that. We're seeing corporate re-leveraging off of lows. Both of these things are still very far from cycle peaks. And we're seeing structural drivers, which for example, savings and investment union, which is multifaceted. I won't get into it. But that could really present a bull case.Paul Walsh: Yeah. And that could include pensions reform across Europe, particularly in Germany, deeper capital…Marina Zavolock: We're starting to see it.Paul Walsh: And in Europe as well, yeah. And so just going back to the base case, what are you advocating to clients in terms of what do we buy here in Europe, given the backdrop that you've framed?Marina Zavolock: Within Europe, I get asked a lot whether investors should be investing in cyclicals or value. Last year value really worked, or quality – maybe they will return. I think it's not really about any of those things. I think, similar to prior years, what we're going to see is stock level dispersion continuing to rise. That's what we keep seeing every month, every quarter, every year – for the last couple of years, we're seeing dispersion rising.Again, we're still far from where we normally get to, when we get to cycle peaks. So, Europe is really about stock picking. And the best way that we have at Morgan Stanley to capture this alpha under the surface of the European index. And the growth that we have under the surface of the index, is our analyst top picks – which are showing fairly consistent outperformance, not just versus the European index, but also versus the S&P. And since inception of top picks in 2021, European top picks have outperformed the S&P free float market cap weighted by over 90 percentage points. And they've outperformed, the S&P – this is pre-trade – by 17 percentage points in the last year. And whatever period we slice, we're seeing out performance.As far as sectors, key sectors, Banks is at the very top of our model. It's the first sector that non-dedicated investors ask me about. I think the investment case there is very compelling. Defense, we really like structurally with the rearmament theme in Europe, but it's also helpful that we're in this seasonal phase where defense tends to really outperform between; and have outsized returns between January and April. And then we like the powering AI thematic, and we are getting a lot of incoming on the powering AI thematic in Europe. We upgraded utilities recently.Paul, maybe if I ask you a question, one sector that I've missed out on, in our data-driven sector model, is the semis. But you've worked a lot with our semi's team who are quite constructive. Can you tell us about the investment case there?Paul Walsh: Yeah, they're quite constructive, but I would say there's nuance within the context of the sector. I think what they really like is the semi cap space, which they think is really well underpinned by a robust, global outlook for wafer fab equipment spend, which we see growing double digits globally in both 2026 and 2027.And I think within that, in particular, the outlook for memory. You have something of a memory supercycle going on at the moment. And the outlook for memory is especially encouraging. And it's a market where we see it as being increasingly capacity constrained with an unusually long order book visibility today, driven really by AI inference. So strong thematic overlay there as well.And maybe I would highlight one other key area of growth longer term for the space, which is set to come from the proliferation of humanoid robots. That's a key theme for us in 2025. And of course, we'll continue to be so, in the years to come. And we are modeling a global Humanoids Semicon TAM of over $300 billion by 2045, with key pillars of opportunity for the semi names to be able to capitalize on. So, I think those are two areas where, in particular, the team have seen some great opportunities.Now bringing it back to the other side of the equation, Marina, which sectors would you be avoiding, within the context of your model?Marina Zavolock: There's a collection of sectors and they, for the most part, are the culprits for the low growth that we have in Europe. So simply avoiding these could be very helpful from a growth perspective, to add to that multiple expansion. These are at the bottom of our data driven, sector models. So, these are Autos, Chemicals, Luxury Transport, Food and Beverage.Most of these are old economy cyclicals. Many of these sectors have high China/old economy exposure – as well where we're not seeing really a demand pickup. And then lastly, a number of these sectors are facing ever rising China competition.Paul Walsh: And I think, when we weigh up the skew of your views according to your model, I think it brings it back to the original big debate around cyclicals versus defensives. And your conclusion that actually it's much more complicated than that.Marina, thanks for taking the time to talk.Marina Zavolock: Great to speak with you Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.