Podcasts about Constellation Brands

Wir sprechen heute über die top defensive Dividendenaktien der letzten Jahrzehnte. Dabei geht es um Unternehmen wie McDonald's, Coca-Cola, Pepsi, Hershey, Constellation Brands und viele weitere große Namen, mit denen Anleger in den vergangenen Jahrzehnten in der Regel gut gefahren sind. Diese Unternehmen haben sich insbesondere dadurch ausgezeichnet, dass sie selbst in Krisenzeiten zuverlässig Dividenden gezahlt und diese in den meisten Fällen sogar kontinuierlich erhöht haben. Doch nun zeichnet sich ein immer stärker werdender Trend rund um GLP-1-Medikamente ab. Die entscheidende Frage lautet daher: Könnten diese Medikamente dazu führen, dass die Erfolgsära dieser Dividendenstars ihrem Ende entgegengeht?
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We are delighted to welcome Caleb Ralston as today's guest. Caleb's journey has been remarkable, and he is currently one of the most prominent voices in our industry in building brands and creating content people can actually apply. In 2025, he released a YouTube video that attracted more than 1.1 million views! Stay tuned as Caleb shares what he learned from working with people like Gary Vaynerchuk, Alex Hormozi, and Leila Hormozi, explains his approach to personal branding, and offers practical advice for creators, solopreneurs, and business owners looking to build trust through content. Caleb's Journey Caleb's interest in video started when he was a child, making videos with his sister using his mom's camera. In high school, he volunteered on his church's media team, where he met Sean Cannell, who introduced him to Gary Vaynerchuk's work. After reading Gary's book, Caleb decided to pursue video full-time. He started creating content in the powerlifting and bodybuilding world, worked with top athletes, then joined a software company before eventually moving to New York to work for Gary Vaynerchuk. After several years working across Team Gary, VaynerMedia, and Constellation Brands, he moved to Las Vegas. Shortly after arriving, he began working with Alex and Leila Hormozi to help build their content and personal brands. In November 2024, Caleb launched his own business to help founders build personal brands that optimize for trust. Lessons from Gary Vaynerchuk One of Caleb's biggest lessons from Gary was that empathy and kindness are strengths rather than weaknesses. Gary demonstrated that treating people well can create meaningful impact and lasting relationships. The Cost of High Performance Working with Gary required intense commitment and long hours. Caleb pushed himself extremely hard and eventually learned his limits. While he does not glorify working yourself into the ground, he acknowledges that many of the opportunities he has today came from years of sustained effort, sacrifice, and focused work. Las Vegas After years of working in large organizations, Caleb reached a point where he needed new experiences and different challenges. So, he moved to Las Vegas because he wanted a change of environment and believed new opportunities would emerge. An opportunity soon arose for him to work with Alex and Leila Hormozi. Personal Branding Caleb's approach to personal branding starts with identifying what makes a founder different. Rather than copying successful creators, he focuses on uncovering the unique ways a person thinks, communicates, solves problems, and approaches their work. He believes the strongest personal brands amplify what is already unique rather than imitating someone else's formula. Starting His Own Business Although Caleb had considered starting his own business for years, he waited until the timing felt right. Opportunities began appearing through interviews, content, and industry relationships. Self-Doubt Despite his success, Caleb still experiences self-doubt and frequently questions whether he is the right person for the opportunities presented to him. What has helped him throughout his career is taking action before feeling fully qualified. He believes progress comes from moving forward despite uncertainty rather than waiting until all doubts disappear. Bad Advice Caleb disagrees with the notion of "fake it till you make it." He believes the phrase has encouraged people to exaggerate their expertise, misrepresent themselves, and sell advice without credibility. Instead, he advocates being honest about who you are, gaining real experience, and allowing your work to speak for itself. Caleb's Personal Branding Course After receiving repeated questions about personal branding, Caleb decided to create a comprehensive free course and publish it on YouTube, rather than selling the information behind a paywall. The course significantly exceeded his expectations and reached a much larger audience than he anticipated. Advice for Solopreneurs and Small Business Owners If you are building a personal brand on your own, focus on one primary platform and one secondary platform. Put most of your effort into the primary platform and repurpose content for the second. Choose a publishing schedule that feels realistic rather than overwhelming. Once you establish consistency, you can gradually increase your output over time. Optimize for Trust, Not Virality Caleb believes creators should stop optimizing content for virality and start optimizing for trust. Build content around real problems your audience faces and help them solve their problems. Every time you set an expectation and meet it, you build trust. Consistently doing that creates stronger relationships and better long-term results than chasing views. Show Who You Are People connect with people, not generic content. Caleb encourages creators to show who they really are, including their interests, personality, experiences, and perspectives. The goal is not to appeal to everyone. A strong personal brand attracts the right people while naturally repelling the wrong ones. AI-Generated Content Caleb believes much of today's AI-generated content sounds generic because it draws from the same sources and averages everything toward the middle. Audiences do not want generic advice. They want lessons filtered through your unique experiences, failures, successes, and perspective. Your personal story is what makes your content valuable. Attract the Right Clients A strong personal brand attracts the right people and repels the wrong people. Caleb believes many creators focus only on attracting audiences, but successful brands also create clear boundaries. When you show your real personality and values, you naturally attract clients who are a better fit. Free Resources Caleb encourages people to consume his free content. He recommends watching his six-and-a-half-hour YouTube course, downloading the workbook, completing the exercises, and applying the lessons. Only after acting on his free resources should people consider working with him directly. A Future Dream Although Caleb enjoys building businesses and personal brands, he imagines working hard for many years, reaching his financial goals, and eventually living a quieter life bartending at a small dive bar where he knows the regular customers and enjoys a slower pace. Bio: Caleb Ralston Building Personal Brands that Optimize for Trust, Not Virality Brand executive with 17 years of experience building brands, leading creative teams, and scaling content strategies for some of the most recognized names in business, including Alex Hormozi, Leila Hormozi, and Gary Vaynerchuk. At Acquisition.com, I built an 18-person media team from the ground up. Together, we scaled Alex and Leila's audience from 1.2 million to more than 11.5 million followers, generated over 3 billion impressions in 2024 alone, and drove 70% of the leads for their Scaling Workshop through organic content. Before that, I served as Gary Vaynerchuk's videographer and TikTok Lead. In just three months, we grew his TikTok following from 300,000 to 3.5 million. I also edited his hit series, Trash Talk, helping spread Gary's message about how to get started in business with no money. What I've learned along the way is that building a brand isn't about chasing trends or trying to go viral. It's about creating trust and consistency, scaling your impact, and delivering real results. Whether it's building a team, developing a strategy, or leading a campaign, I'm focused on what moves the needle. What I Believe Your personal brand is your greatest business advantage. It's how you build trust and authority, and unlock new opportunities. Great content starts with understanding your audience. The magic happens when you deliver what they actually care about. Clarity and accountability drive success. Empowering people to own their role is what separates good teams from great ones. What Drives Me Real Impact I'm obsessed with measurable results. Whether it's taking a brand from under-the-radar to top-of-mind or building a team that crushes its goals, I care about outcomes that matter. Building People Up Developing talent and helping others level up are some of the most rewarding parts of what I do. I love giving people the tools and frameworks to thrive. Excellence in Execution I don't settle for "good enough." I set high standards for myself and others because that's what it takes to create exceptional work. Authentic Relationships Business success is about people. Trust, connection, and real value are the foundations of everything I do. Creating Legacy It's about more than today. I want to build systems, teams, and ideas that outlive me—things that redefine how people approach personal branding and content creation. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Caleb Ralston On his website YouTube LinkedIn  

This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.  For those wanting to thank Francois for years of fantastic industry coverage, please reach out: FSonneville@yahoo.co.uk.  We discuss individual company results at the following timestamps:  Heineken (7:32): Results are stable heading into a leadership transition. AB InBev (15:44): Revenue, volumes, and EBITDA are all well ahead of expectations. RTDs, Michelob, and Busch are filling the gap left by Bud Light.  Constellation Brands (24:20): Business is stabilizing following a tough year in 2025. Royal Unibrew (32:22): Despite strong results from a highly diversified business, the headline was the loss of the PepsiCo business in Denmark, Finland, and the Baltic states, which account for nearly one-sixth of company revenue.   Carlsberg (38:40): Both volume and revenues grew, with strong performance in the UK as the integration of Britvic goes forward. The headline is the switch from Coca-Cola to PepsiCo in Denmark and Finland and taking on the Baltic states from Royal Unibrew.  Molson Coors (48:20): Volume is down, but revenues are flat with improved EBITDA, though costs pressures – aluminum in particular – remain a headache.      Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

En El Brieff de hoy desentrañamos el sorpresivo consenso político en México para revivir el fracking, el ascenso del país en el ranking de inversión extranjera y el primer round diplomático entre Velasco y Marco Rubio. Además, analizamos el chantaje de Irán a Trump en Ormuz, la crisis humanitaria en Cuba, el declive del consumo de alcohol que golpea a Constellation Brands, los recortes en Disney y la rebelión de Panamá contra China.Este episodio es traído a ti por STRTGY, la plataforma de inteligencia territorial que está revolucionando el crecimiento de las grandes cadenas en México. Con STRTGY, pasas de análisis manuales que tardan semanas a un Score de Rentabilidad instantáneo. Su tecnología de Agentes de IA identifica los huecos de mercado y los patrones de éxito de tu red para que cada apertura sea un acierto seguro. Deja de buscar locales y empieza a encontrar rentabilidad en www.strtgy.aiSi te interesa una mención en El Brieff, escríbenos a arturo@strtgy.aiRecibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

Muy buenos días, ¿qué revelan las minutas de Banxico tras el polémico recorte de tasas? Termina la semana y México la cierra con un rally de datos económicos desalentadores. En el mundo de la cerveza, Constellation Brands vuelve a posponer el estreno de su nueva planta en Veracruz y ConocoPhillips se une a Exxon en un posible regreso a Venezuela y Bessent y Powell reunieron a los pesos pesados de Wall Street para advertirles sobre Anthropic. 

En Capital Intereconomía, el Radar Empresarial ha puesto el foco en Constellation Brands, que se dispara en bolsa tras presentar unas cuentas mejores de lo esperado, reforzando el interés del mercado por aquellas compañías capaces de mantener márgenes y crecimiento en un entorno exigente. En el Foro de la Inversión, César Ozaeta, director de desarrollo de negocio para España y Portugal de Capital Group, ha analizado cómo el contexto actual puede afectar a la economía y a las decisiones de los inversores. La conversación ha girado en torno al papel que vuelve a ganar la renta fija en las carteras, especialmente a través de estrategias flexibles capaces de adaptarse a un escenario todavía incierto. Ozaeta ha explicado por qué este tipo de enfoque cobra sentido ahora, qué propuestas incluye actualmente la estrategia de la gestora y por qué, pese al ruido del corto plazo, sigue siendo importante mantener una visión de inversión de largo recorrido. La hora termina con Cripto Capital, donde Jesús Pérez, fundador de Crypto Plaza, junto a Simon Puebla, cofundador de Andén, y Eneko Knörr, cofundador de Stabolut, han abordado dos asuntos que vuelven a situar a las criptomonedas en el centro del debate. Por un lado, el lanzamiento de un ETF sobre Bitcoin por parte de Morgan Stanley, un paso más en la institucionalización del activo. Por otro, la nueva hipótesis que apunta a Adam Back como posible creador de Bitcoin, después de que The New York Times haya reabierto uno de los grandes misterios de la historia financiera reciente.

El negocio de las bebidas espirituosas vuelve a captar la atención de los inversores. En las últimas horas se ha sabido que Brown-Forman, históricamente vinculada a Pernod Ricard, mantiene conversaciones para una posible integración con Sazerac. En paralelo, Constellation Brands ha dado a conocer sus cuentas del cuarto trimestre de 2026, superando las expectativas del mercado y situándose entre las firmas más destacadas del S&P 500. Las acciones de la compañía repuntaron cerca de un 9% en la última sesión. Sus ingresos alcanzaron los 1.920 millones de dólares y el beneficio por acción se situó en 1,90 dólares, cifras que superaron ligeramente las previsiones de los analistas de Wall Street. A pesar de haber iniciado la jornada con descensos, el mercado reaccionó positivamente a estos resultados, dejando en segundo plano que los datos fueran inferiores a los del mismo periodo del año anterior, así como la caída del 10% en las ventas anuales. Uno de los factores clave ha sido el retorno a la rentabilidad tras un ejercicio complicado. La empresa registró un beneficio neto de 1.687 millones de dólares, frente a las pérdidas del año previo. Esta mejora también ha sido reconocida por Evercore, que ha elevado su precio objetivo hasta 175 dólares. Además, las previsiones de margen operativo en el negocio cervecero, entre el 37% y el 38%, superaron lo esperado por el consenso. Sin embargo, el contexto sigue siendo incierto y plantea riesgos para la compañía. Constellation Brands ha retirado sus previsiones para 2028 y anticipa un beneficio por acción en 2027 inferior al previsto. La cautela del consumidor y factores geopolíticos, como el conflicto con Irán, influyen en su estrategia. En este escenario, Larry Fink asumirá el liderazgo en sustitución de Bill Newlands, con el objetivo de impulsar nuevas iniciativas, incluyendo productos sin alcohol y formatos innovadores.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Kuss der Muse für Meta, einen Streik-Dämpfer für die Lufthansa und erfreuliche Corona-Zahlen für Constellation Brands. Außerdem geht es um Anthropic, OpenAI, Alphabet, Delta Air Lines, Applied Digital, Microsoft, IAG, Air France-KLM, TUI, Volkswagen, Heidelberg Materials, Siemens, RWE, Solaria, Enel, Engie, Rocket Lab, Firefly, Lockheed Martin, Boeing, AST Space Mobile, Iridium, Globalstar, China Satellite, SES, Eutelsat, Viasat und BlackSky, Virgin Galactic, VanEck Space Innovators (WKN: A3DP9J). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Breached ceasefire? As accusations of peace breaches continue to volley, opportunistic buying continues and oil has rebounded. We unpack the market whiplash as Brent crude plunges then spikes, and what it signals about geopolitical risk. In corporate news, leadership drama at Paramount Skydance raises fresh questions over its US$81B Warner Bros. Discovery bid. Meta rolls out a new AI model, Grab doubles down on AI-led growth, while Delta and Constellation Brands signal consumer and cost pressures. Closer to home, the STI climbs with SATS and Hongkong Land leading gains, even as DFI Retail lags. From oil to AI to media consolidation - what’s noise and what’s signal? Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Constellation Brands, FedEx, Disney... bajo la lupa de Celso Otero, gestor de fondos de Renta 4 Gestora

CFRA's Garrett Nelson talks about the key expectations investors should watch heading into earnings for Constellation Brands (STZ) after Wednesday's close. He then shifts gears by turning to Tesla (TSLA) and its goals ahead of the Mag 7 company's earnings later this month. Tom White offers an example options trade for Constellation Brands. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Analizamos los últimos datos macro y miramos a Micron Technologies, Constellation Brands, Delta Airlines... Con Javier Aledo, analista de Afi.

Deals aren't slowing – they're stacking up. What explains five strategic acquisitions in under two weeks? The hosts break down the latest wave of CPG deals, including HOP WTR's sale to Constellation Brands and So Good So You's acquisition by a private investment group – just two of several recent moves. They explore what's fueling continued buyer activity and why non-alcoholic, functional, and better-for-you beverage brands remain especially attractive targets. Show notes: 0:20: Meet NYC. Good Hops, Good Investment. Pints Park. Frozen Dollars. Yoo Hoo! Yaza! – The hosts preview Taste Radio's upcoming NYC Meetup on April 16 and remind listeners that only registered attendees can join. They also unpack recent acquisitions of hop-infused beverage brand HOP WTR and wellness shot and energy drink company So Good So You, adding to a growing wave of CPG deals. The conversation explores rising demand for non-alcoholic, low-sugar, and functional beverages, along with the execution, focus, and timing required to build a successful brand. They also highlight Protein Pints' entry into a sports stadium as a case study in building awareness – from concessions to grocery shelves – and wrap with their product picks of the week, featuring indulgent coconut water, granola, globally inspired dips, and non-alcoholic cocktails. Brands in this episode: Huel, Monaco Cocktails, Dirty Shirley, HOP WTR, So Good So You, Hoplark, Spindrift, Athletic Brewing, Lucky Saint, Vive Organic, Kor, Suja, Sol-ti, Protein Pints, Hey!Hunger, Mason Dixie Foods, Zico, 100 Coconuts, Harmless Harvest, Yoo-Hoo, Harney & Sons, Good Mood, Culture Pop, Yaza, Cedar's, Spritz Society, Stellar Granola, Medase

In the wake of major shakeups in the middle-tier that will see the largest distributors getting even bigger and major manufacturers adding brands to their portfolios, Fingers newsletter author Dave Infante joins the Brewbound Podcast to recap a wild couple of weeks in the bev-alc industry.   The Brewbound team and Infante cover recent distributor consolidations by the Reyes Beverage Group and Southern Glazer's Wine & Spirits and whether this signals a new era of mega distributors. They also discuss the effect these deals could have on small producers, especially brewers who are now competing with a variety of products outside of traditional beer in their wholesalers' books.   The crew also dissect recent brand acquisitions among suppliers, including Firestone Walker's Trumer Pils pick up in the U.S. from Gambrinus and the potential fallout; Constellation Brands' deal for HOPWTR; Molson Coors' addition of Monaco; Pernod Ricard and Brown Forman's flirtation; and Phusion Project's purported interest in selling Four Loko.    The show wraps with a discussion of the upcoming Craft Brewers Conference and why everyone will be vibe-checking attendees later this month.

This week on Wednesday Warehouse, the gang discusses Tilray's acquisition of BrewDog's European operations, and Constellation Brands' GNS conference updates.We also covered Reyes' expansion into 11 new markets through their RNDC acquisition, and discussed the potential sale of Four Loko, though no buyer was identified. The team also shared insights from the Canabev Summit, where industry leaders acknowledged the need to align with the three-tier system and avoid being associated with problematic edibles, while awaiting legislative decisions on hemp regulations expected by July.=================================Our 3 Daily Bev-Alc Trade Publications: https://beernet.com/Watch on Youtube: https://www.youtube.com/@BeerNetRadio/videosPodcast feeds - Audio: https://creators.spotify.com/pod/beernetradio=================================About Us:Beer Business Daily / Wine & Spirits Daily publisher Harry Schuhmacher joins his editors and bev-alc industry guests once a week as they grok the beer and beverage business issues of the day. Like and subscribe; it's free.-Our Three Daily Bev-Alc Trade Publications: https://beernet.com/-Twitter: @beerbizdaily#beernews #beerindustry #beer #beerbusiness

On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss:(00:00) Introduction(02:28) The History of Constellation Brands(11:49) Decade of Expansion and Growth(18:55) Divesting Non-Core Assets(24:13) Market Share Gains and Demographic Trends(33:34) The Decline of Beer Consumption(37:37) Economic Factors Impacting Beer Sales(40:16) Capital Expenditure and Future Growth(44:00) Evaluating Total Returns and Future Projections(48:34) Sustainable Pricing Power in the Beer Industry(53:48) Investment Decisions and Market OutlookSPECIAL EPISODE SPONSOR, PORTSEIDO: https://www.portseido.com/*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

En el consultorio de Intereconomía, Miguel Méndez ha respondido a las consultas de los oyentes y ha analizado índices y valores, en una jornada de espera de los resultados de Nvidia. En el arranque de la sesión europea, destacaba el desplome de las caídas de los títulos de Diageo del 6% tras anunciar un profit warning, y en su análisis, Méndez se mostraba contundente: "Yo no compraría bebidas espirituosas" El experto analizaba cómo la caída de la compañía empezó ya en 2020, con con unos inventarios a los que no dan salida. Su análisis: "El consumo de alcohol está bajando. La superficie en supermercados ha caído un 8%. La gente tiende a comer más sano y menos azúcar. Yo no invertiría en consumo de bebidas espirituosas. Los hábitos de la gente cambian". Bajo este paraguas, entre otros títulos que analizaba Constellation Brands. Señalaba que tiene marcas interesantes…pero insistía "no compro alcohol". Sector tecnológico e IA Miguel Méndez analizaba la fotografía del mercado en la cuenta atrás para que Nvidia presente resultados al cierre del mercado y advertía: "Todo el sector de la IA se la juega con las cuentas de Nvidia". El experto cree la favorita de Wall Street para la IA va a presentar unas cuentas con las que va a batir expectativas y que el mercado lo recogerá con subidas. Con todo, advierte que la IA va a seguir impactando en el ánimo de los inversores. Lectura del mercado En cuanto al momento del mercado, señalaba cómo no hay dinero en growth, en crecimiento, y añadía que tampoco mucho en riesgo. Miguel Méndez contaba que "el mercado compra preservación de capital". Compra, decía Méndez más valor, activos con menos beta y "caviar bursátil". Tras mostrarse confiado en que BigBear pese a las caídas registradas sigue teniendo su confianza, subrayaba "Es verdad que hay compañías como Nebius, Ondas Holdings que acaparan más atención en el mercado de riesgo", y se muestra convencido de que volverá el atractivo".

As the distribution tier continues to shrink, what must brewers and bev-alc brands do to protect their routes to market? ArentFox Schiff partner Nichole Shustack and senior associate Isabelle Cunningham  joined the Brewbound Podcast to discuss how suppliers can navigate the turbulence that comes with wholesaler consolidation.   Shustack and Cunningham also share updates on the uncertain future of the intoxicating hemp industry, which is slated for prohibition in November 2026.    Before the interview, Justin and Zoe discuss a bevy of beer news, including the formation of the Oregon Beverage Alliance, year-end shipments data from the Beer Institute, BrewDog's looming liquidation, Constellation Brands' incoming CEO and global layoffs at Heineken.    Editor's Note: While the guests featured in this conversation are attorneys, the discussion does not constitute legal advice. Please consult your own legal counsel as needed.

Welcome to Beats Vines & Life, where we dive into the intersection of wine, business, and modern living. In this episode, host MJ Towler sits down with Ben Salisbury, renowned consultant, coach, and creator of the Wine Sales Stimulator training program. With over four decades of experience in the wine and spirits industry, Ben has worked with major players like Constellation Brands and St. Michelle Wine Estates, and now champions a fresh, tech-driven approach to sales and marketing.Together, MJ Towler and Ben tackle everything from the realities of the three-tier system, the pitfalls of outdated sales playbooks, and the game-changing power of focusing your efforts where it counts. They discuss the need for scalable systems, efficient use of time, and the value of CRM tools—all with an eye toward sustainable growth for wineries, distilleries, and beverage brands in a rapidly evolving market.Whether you're an industry insider, a passionate consumer, or just curious about what makes the modern wine business tick, this episode is full of actionable insights, sharp commentary, and a little New England grit. Tune in and discover why the old hustle mentality might just be holding your brand back, and how to move past it for lasting success.For more information about Ben's Wine Sales Stimulator click the link!Follow Ben on Linkedin!Remember to use CODE: BWG8020 to receive a 10% discount on Ben's flagship program during the month of February only.____________________________________________________________Until next time, cheers to the mavericks, philosophers, deep thinkers, and wine drinkers! Subscribe and give Beats Vines and Life a five-star review on whichever platform you listen to.For insider info from MJ and exclusive content from the show, sign up at blackwineguy.comFollow MJ @blackwineguyFollow Beats Vines and Life @beatsvinesandlifeFollow Totally Biased Wine Reviews on IGSign up for Totally Biased Wine ReviewsGo to the-vines.com and use code BLACKWINEGUY to unlock member pricing and join their community for just $395, plus get a case of wines they make with their partners. (U.S. addresses only.) Hosted on Acast. See acast.com/privacy for more information.

Ce vendredi 13 février, Denis Ferrand, directeur général de Rexecode, Valentine Ainouz, responsable de la stratégie Taux chez Amundi Institute, Frédéric Rozier, gérant chez Mirabaud France, et Céline Piquemal-Prade, présidente de Piquemal Houghton Investme

The team from Beer Business Daily and Beernet Radio offer candid coverage of the tumult and upheaval in the US beer wholesaler business.  In this episode, we touch on the following topics:  How are big brands (AB InBev, Molson Coors, Constellation Brands) applying pressure differently to their wholesaler networks? What is the outlook for hemp beverages (né marijuana edibles)? Will they be legal in 2027, and are they actual profit drivers for wholesalers?  Will wholesalers continue to diversify away from beer? Should this concern the biggest brands in their portfolio? Are wholesalers seeing a clear impact from the Trump administration's immigration crackdown? Should beer wholesalers move more aggressively into wine and spirits? Should those businesses be run separately from their beer business?    Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Bill Kirk and Phil Kafarakis break down Constellation Brands (STZ) earnings, which sent the stock higher despite year-over-year contraction. Phil says the whole industry is suffering because of suppressed demand from consumers. Consumers are moving from quantity to quality, he argues, along with Gen Z's more moderate drinking. Bill says the outlook is the real story as we're beginning to lap last year's disruptions. He thinks the pendulum may swing back from health and wellness towards alcohol, and says Constellation Brands is his top pick in the sector.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Constellation Brands (STZ) reports earnings after Wednesday's closing bell with Wall Street pricing in a double-digit decline. Through her social media analysis, Tsvetta Kaleynska says beer dominates discussions around Constellation Brands, noting brand consistency as a strength for the company. She believes analysts need to pay attention to how tariffs are impacting the company's core audience. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Het is maandag en dan blikken we in De 7 altijd vooruit naar de week die komt. Met een gast. En vandaag is dat politiek journalist en columnist bij De Tijd Rik Van Cauwelaert.Hoe moet het deze en de komende weken verder met Venezuela, waar president Maduro is opgepakt door de VS?De politiek in eigen land bestaat de komende weken vooral uit nieuwjaarsrecepties. Maar wat nadien? Hoe zien de agenda's eruit van de federale, Vlaamse en Brusselse regering? Als die laatste tenminste gevormd raakt.En hoe dient 2026 zich aan voor de Duitse regering van Friedrich Merz? We krijgen deze week meer zicht op de staat van de economie in zijn land.Verder in deze aflevering van De 7: internationaal overleg over Oekraïne, Amerikaanse productiviteits- en jobcijfers, resultaten van drankenproducent Constellation Brands en het autosalon. Host: Bert Rymen Productie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

Every founder is looking for ways to save time and money. And right now, AI promises both. But here's the catch: while AI can write code, it can't think through your product's logic, security, or scalability. The result? A shiny prototype that collapses under real-world use. In this episode of Tech for Non-Techies, Sophia Matveeva interviews Natalie Kaminski, CEO of JetRockets, with a knack for bridging the gap between non-tech founders and the digital world. With experience spanning multiple countries and roles she brings a hands-on approach to turning ideas into real, successful products. At JetRockets, she leads a global team focused on building high-quality Ruby on Rails platforms that align perfectly with business goals. Sophia and Natalie unpack the limits of AI in product development, why "AI-native" platforms often fail at the fundamentals, and what happens when shortcuts lead to security nightmares. In this episode, you will hear: When to use AI for fast prototyping and when to bring in engineers The "toilet in the living room" test for spotting bad product architecture Why great developers are more valuable than ever in the AI era The red flags that signal a product quote is too cheap to trust Free AI Mini-Workshop for Non-Technical Founders Learn how to go from idea to a tested product using AI — in under 30 minutes. Get free access here: techfornontechies.co/aiclass Resources from this Episode Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/277-why-you-shouldn-t-use-ai-to-build-your-product  

It is complitcated. Life. Wine. And to help clear up the wine complication (not sure there is a way to uncomplicate life), is Charlotte Selles. With a distinctive path to her new company Tassei, she brings to the table a wealth of experience cloaked in knowedge, philosophy and experience. She is like a wine savant. She was in LA for a speaking gig and breaved an unusual SoCal downpour to come to studio to share her spirit. Charlotte Selles is the kind of guest who'll have you reconsidering not just what's in your wine glass, but why you care in the first place. You think you know luxury in wine? Not so fast. Drawing on her roots in Paris, direct experience with Beaujolais, and a career arc that went from family negotiations to the boardrooms of Robert Mondavi and Jackson Family Wines, Charlotte uproots every tired assumption about what makes a winery—or a wine—worth chasing. Listen closely and you'll discover why luxury isn't about price tags or pedigrees, but about resilience, grit, and the tension that comes from pouring your soul into the vineyard, braving storms—literal and figurative—and nurturing a legacy. But this episode doesn't stop with terroir. Charlotte takes you to the frontlines of modern wine business, from the misguided myth of floodgates marketing to the high-stakes realities of retention, data analytics, and AI in today's DTC world. She'll have you rethinking the purpose of your tasting room, craving the deep relationships behind the best bottles, and maybe even second-guessing whether a discount culture can ever breed true loyalty. By the end, you'll have a new definition of success—not in cases sold, but in customers kept, relationships built, and a business as alive and evolving as the wine itself. Walk away with a fresh understanding of the true business of wine, grounded in purpose, powered by connection, and ready for an uncertain but thrilling future. Jackson Family Wines Website: https://www.jacksonfamilywines.com Constellation Brands Website: https://www.cbrands.com Robert Mondavi Winery Website: https://www.robertmondaviwinery.com Woodbridge by Robert Mondavi Website: https://www.woodbridgewines.com Trader Joe's Website: https://www.traderjoes.com Gallo (E. & J. Gallo Winery) Website: https://www.gallo.com Enolytics Website: https://www.enolytics.com Commerce7 Website: https://www.commerce7.com Wine Direct Website: https://www.winedirect.com The Wine Group Website: https://www.thewinegroup.com Verité Winery Website: https://www.veritewines.com KNL (K&L Wine Merchants) Website: https://www.klwines.com Wally's Wine & Spirits Website: https://www.wallywine.com #WineTalksPodcast, #CharlotteSelles, #PaulKalemkiarian, #LuxuryWine, #WineBusiness, #DTCWine, #WineInnovation, #CustomerRetention, #WineMarketing, #AIandWine, #NapaValley, #Beaujolais, #BrandStrategy, #SonomaState, #CriticalThinking, #WineRelationships, #WineConsulting, #Entrepreneurship, #WineIndustryInsights, #CommunityBuilding Charlotte Selles is a dynamic leader in the wine industry, known for blending deep expertise with an adventurous spirit. Born in Paris, Charlotte grew up immersed in wine thanks to her father's work in the négociant industry and an ambitious, if slightly misguided, attempt to become a gentleman farmer in Beaujolais. Through this early exposure, she witnessed first-hand the highs and lows of wine production, gaining a nuanced understanding of luxury and the grit required to succeed. Charlotte made the leap to the U.S. in her early twenties, bringing with her a suitcase of Beaujolais and a healthy dose of courage. Over the years, she carved out a reputation as an innovative strategist, serving as the general manager of the renowned Robert Mondavi Winery and Constellation Brands. She also held the position of Vice President of International Portfolio Strategy for Jackson Family Wines, steering global growth for one of the industry's heavyweights. Her journey ultimately led her to found Tissay, where she now works as CEO, advising premium vineyards and artisan wineries on brand management and growth. Tissay specializes in helping wineries recover from overexpansion, transition to new business models, and build meaningful relationships with their core customers. Charlotte's approach is anything but one-size-fits-all; she champions retention marketing, customer data analysis, and strategic focus, drawing on her broad experience in both the European and American wine landscapes. In addition to her consulting work, Charlotte teaches at the Sonoma State Wine Business Institute and speaks on topics ranging from leadership and innovation to global market evolution. She's well-known for her wit, candor, and commitment to elevating both wine and the people behind it. Her path, from Paris to California's wine country, is proof that embracing adventure—and a bit of chaos—can lead to extraordinary results.

We look back at the results from the first half of 2025 and check in on the performances of the world's largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, and Royal Unibrew). We also look at three major themes affecting the beer business in 2025: the dramatic impact of harsh immigration policies on American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting big on non-alcoholic beverages.  Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Check out the rest of our written research: rabobank.com/knowledge Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.  

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de las inversiones del gobierno y de las bienes raices. Nos da los reportes de ingresos de Constellation Brands, McCormick, Delta y Pepsico. Después habla del trato entre OpenAI y AMD, de las apuestas deportivas y de una fusion bancaria. Finalmente da un pequeño crypto update donde habla del nuevo Indice de cryptos antes de contestar a una pregunta de los Emprendeduros. ¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del cierre de gobierno, de los nuevos aranceles de Donald Trump, del sentimiento del consumidor, los numeros de manufactura y numeros de empleo. Nos da los reportes de ingresos de Carnival, Nike, Lamb Weston y de Cal Maine Foods. Después habla del trading con computacion cuantica, de unos movimientos grandes de los mercados en la semana y de una oferta inicial que se acaba de anunciar. Finalmente contesta a dos preguntas de los Emprendeduros. ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/

Tonya Cornett thought she would end her career at 10 Barrel Brewing. She had joined the Bend, Oregon-based craft brewery in 2012, piled up competition medals for her beers and created a following at the brewery. She thrived as the brewery's R&D brewmaster before and after its 2014 sale to Anheuser-Busch InBev (A-B).    But then Tilray Brands acquired 10 Barrel and seven other brands in 2023. A year later, Tilray laid off Cornett and members of her team in a move that shocked many within the industry.   On this week's Brewbound Podcast, Cornett discusses her journey over the last decade-plus and her next chapter with Upp Liquids, a new venture in the rebranded Immersion Brewing space.    Cornett shares her experiences at A-B, how 10 Barrel and her role changed under Tilray's ownership and her goals with Upp moving forward.    As the Great American Beer Festival (GABF) kicks off in Denver, Cornett also explains how medals have served as a stamp of approval throughout her career and why they remain relevant. Cornett's beers have received numerous competition medals throughout the years, including 28 medals at the Brewers Association's (BA) GABF and World Beer Cup. That doesn't include 10 Barrel's 2024 clean sweep of the German-style Sour Ale category during the 2024 GABF competition.   Before the interview, the Brewbound team runs through the latest headlines, including a big leadership shakeup at Molson Coors and Constellation Brands' struggles as its largest consumer base remains under pressure.

Ben, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

S&P Futures are slightly lower this morning in a quiet session as investors continue to monitor the prolonged government shutdown. While no major talks are underway in Washington, there are early signs Republicans may be open to compromise, particularly around healthcare subsidies. President Trump meets with Canada's Prime Minister today, and a bailout package for U.S. farmers could be announced following China's halt of agricultural purchases. In corporate news, Tesla is expected to unveil a more affordable Model Y, while a fire at a key Ford supplier may impact production. ICE is reportedly in $2 billion talks with prediction platform Polymarket. On the earnings front, Constellation Brands posted results after the bell, and McCormick delivered an EPS beat this morning. Tune in for the latest market movers, analyst meetings, and catalysts shaping the trading day.

Likefolio's Megan Brantley covers Constellation Brands (STZ), which has an “edge on some peers” by focusing on Mexican beers. She discusses how younger people are drinking less and a country-wide pullback in volumes. “On one hand, the market is already pricing this weakness in,” she says, but on the other hand, they aren't seeing signs of a recovery.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Japan's ruling LDP elected Sanae Takaichi as its leader, who is set to become Japan's first female PM; Nikkei 225 +4.7%, JPY sinks.European bourses opened modestly lower and then took a hit following French PM Lecornu's decision to resign; CAC 40 -1.6%. US equity futures are modestly firmer across the board.USD has been boosted as JPY ponders looser fiscal/monetary mix and EUR hit by French political risk.10yr JGBs soared then faltered after Takaichi while OATs were sold after Lecornu resigned.Crude benchmarks gain after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Looking ahead, US Employment Trends (Sep), New Zealand NZIER (Q3), Speakers including BoE's Bailey, ECB's Lagarde, Earnings from Constellation Brands.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P Futures are pointing higher this morning with strength in tech and healthcare leading the way. Day 2 of the government shutdown is underway, but Wall Street isn't blinking — at least not yet. AI enthusiasm and Fed easing bets are fueling tech stocks, while all eyes turn to Tesla ahead of its Q3 delivery numbers. Apple faces pressure overseas with a U.K. order to build an iCloud backdoor, and with a quiet earnings calendar this week, investors are already looking ahead to next week's lineup from names like Constellation Brands, PepsiCo, and BlackRock.

Can you really lead a tech company if you're not technical yourself? David Windley has done exactly that. He's the former CHRO at Yahoo, held senior HR roles at Microsoft, Intuit, and Activision, scaled a startup from under $1M to $50M as CEO, and now leads HootRecruit — a recruiting tech company.  David has spent his career at the intersection of people, technology, and leadership. Listen to this episode to learn: How non-technical founders blow it when hiring their first developers Why a startup CTO is nothing like a corporate CTO The “Windley Rule” — why engineers must make sure you understand, not the other way around If you've ever felt shut out of the tech conversation because you don't code, this episode will show you how to step up as a leader. Resources from this Episode Tech for Non-Technical Founders course https://www.techfornontechies.co/tech-for-non-technical-founders Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/271-what-big-tech-taught-me-about-leading-without-code  

This episode of Talking Real Money tackles myths about the Federal Reserve and interest rates, explains why mortgage and Treasury rates don't automatically follow Fed moves, and reminds listeners that markets usually price in expected changes. Don and Tom then pop the cork on wine investing, showing that after costs it performs about as well as plain bonds—and far worse than a 60/40 portfolio. They compare wine and tobacco “sin stocks,” highlight the volatility of individual companies like Constellation Brands and Altria, and use that as a cautionary lesson against stock-picking. Listener calls cover asset location strategies (Roth vs. taxable vs. HSA), the realities of buffer ETFs, and how to evaluate fiduciary firms like Prairie View Partners (now Savant). As always, the conclusion is clear: keep it simple, diversify, and drink the wine instead of investing in it. 0:04 Old-fashioned call-in intro and Fed rate cut discussion 1:33 Myths about Fed decisions and mortgage/consumer loan rates 3:21 Treasury yields, market reactions, and rate expectations through 2026 6:16 Why markets often anticipate rate changes in advance 7:40 Transition into alternatives and “exciting” investments 9:03 Wine as an investment: storage, insurance, dealer costs 10:38 Average returns vs. net after-cost reality (bonds beat wine) 12:46 Stocks and bonds outperform—“invest in markets, drink the wine” 14:08 Constellation Brands stock history as a volatility case study 17:37 Altria (tobacco) stock comparison and “sin stock” volatility lesson 20:16 Small percentage of individual stocks outperform T-bills (Bessembinder research) 21:39 Listener: Asset location strategy (taxable, Roth, HSA) 24:58 ETFs changing the asset location conversation 27:10 Treatment of HSAs as Roth-like for medical use vs. IRA-like otherwise 28:42 Listener: Buffer funds (“boomer candy”) and why they're costly gimmicks 32:54 Reminder that many investors panic out of markets at the worst times 33:42 Listener: Emergency fund and avoiding 1099s (spoiler: you can't) 34:58 Listener: Evaluating fiduciary firm Prairie View Partners (merged with Savant) Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments?This episode of Talking Real Money tackles myths about the Federal Reserve and interest rates, explains why mortgage and Treasury rates don't automatically follow Fed moves, and reminds listeners that markets usually price in expected changes. Don and Tom then pop the cork on wine investing, showing that after costs it performs about as well as plain bonds—and far worse than a 60/40 portfolio. They compare wine and tobacco “sin stocks,” highlight the volatility of individual companies like Constellation Brands and Altria, and use that as a cautionary lesson against stock-picking. Listener calls cover asset location strategies (Roth vs. taxable vs. HSA), the realities of buffer ETFs, and how to evaluate fiduciary firms like Prairie View Partners (now Savant). As always, the conclusion is clear: keep it simple, diversify, and drink the wine instead of investing in it.0:04 Old-fashioned call-in intro and Fed rate cut discussion1:33 Myths about Fed decisions and mortgage/consumer loan rates3:21 Treasury yields, market reactions, and rate expectations through 20266:16 Why markets often anticipate rate changes in advance7:40 Transition into alternatives and “exciting” investments9:03 Wine as an investment: storage, insurance, dealer costs10:38 Average returns vs. net after-cost reality (bonds beat wine)12:46 Stocks and bonds outperform—“invest in markets, drink the wine”14:08 Constellation Brands stock history as a volatility case study17:37 Altria (tobacco) stock comparison and “sin stock” volatility lesson20:16 Small percentage of individual stocks outperform T-bills (Bessembinder research)21:39 Listener: Asset location strategy (taxable, Roth, HSA)24:58 ETFs changing the asset location conversation27:10 Treatment of HSAs as Roth-like for medical use vs. IRA-like otherwise28:42 Listener: Buffer funds (“boomer candy”) and why they're costly gimmicks32:54 Reminder that many investors panic out of markets at the worst times33:42 Listener: Emergency fund and avoiding 1099s (spoiler: you can't)34:58 Listener: Evaluating fiduciary firm Prairie View Partners (merged with Savant)Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people think you need to be a Silicon Valley insider — or have millions in funding — to start a tech venture. That's just not true. In this episode, Sophia Matveeva shares the journeys of four Tech for Non-Techies alumni who built products and startups without writing a single line of code. You'll learn: How a dentist turned lockdown frustration into a healthtech app (and how you can spot opportunities in your own field). Why a fund manager realised he didn't need to code — and the mindset shift that freed him to start building. How a CFO uses tech knowledge to make smarter investment decisions (lessons every business leader can apply). The simple framework a banker used to launch her startup on the side, while keeping her day job. You'll hear directly from Tech for Non-Techies alumni Dr. Marilyn Sandor, Musi Skosana, Gustavo Juarez, and Zahra Almahoozi — and walk away with practical takeaways you can use to move your own idea forward. If you've ever caught yourself thinking “someone like me couldn't do that,” this episode is proof that you can. Resources from this Episode FREE class: Build a Startup WITHOUT Learning to Code https://www.techfornontechies.co/freeclass Tech for Non-Technical Founders course: https://www.techfornontechies.co/tech-for-non-technical-founders Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/270-real-people-real-startups-lessons-from-our-alumni   

Most founders think you need to be technical to build a billion-dollar company. But some of the world's biggest tech giants were started by people who never wrote a single line of code. In this episode, Sophia Matveeva unpacks the journeys of four non-technical founders who rewrote the rules of business. In this episode, you will hear: How Steve Jobs proved that design instincts can beat coding skills Why Jack Ma's 30 job rejections became his unfair advantage in building Alibaba The broke rent payment that sparked Airbnb's $80B global empire What Katrina Lake's Stitch Fix IPO teaches about trusting customers over investors Resources from this Episode https://www.techfornontechies.co/blog/how-companies-really-use-ai  FREE CLASS:  Build a Startup WITHOUT Learning to Code  https://www.techfornontechies.co/freeclass   Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/269-4-non-technical-founders-who-built-billion-dollar-tech-empires  

Columbia Distributing leaders believe they've tapped into a pipeline for the next generation of beer industry workers.     On the latest edition of the Brewbound Podcast, Columbia president and CEO Chris Steffanci, VP of sales, Portland Chris Watzig and former intern Rebecca Logan share the ins and outs of the Pacific Northwest distributor's Beer Careers Program.   Watzig and Logan offer decades-apart experience of the 10-week paid internship program, which introduces participating students to all elements of Columbia's business and operations. Watzig entered the program in 2015 and has worked his way up the ladder over the last decade. Logan recently graduated from Oregon State University and was in the program's 2025 cohort.     The discussion covers how candidates are selected, why the company believes it's important to invest in career development programs and what employers can learn from the emerging Gen Z workforce.   Before the conversation, Justin, Jess and Zoe share their Labor Day weekend adventures, including an unexpected encounter with a sandwich-hungry seagull. The trio also cover the latest news, including Sierra Nevada's 2026 plans and Constellation Brands' negatively revised guidance.

Most founders think securing investors will solve all their problems. But fundraising often creates a new set of challenges—misaligned expectations, endless reporting requests, and pressure that pulls focus from building the business. The truth is, raising capital isn't just about money.  It's about relationships, trust, and knowing when to push back. In this episode, you'll learn from Jeffrey Fidelman, founder and managing director of Fidelman & Company, which is on Inc.'s list of America's fastest-growing companies. Jeffrey has worked at Morgan Stanley, been a partner at a venture fund, and now advises early and mid-stage companies on growth and fundraising strategy. He shares what founders should realistically expect from investors, how to set boundaries without burning bridges, and why today's tools—like AI and no-code—make it possible to show traction before raising a single dollar In this episode, you will hear: Why some investors secretly derail startups — and how to spot them early The hidden risk of over-delivering for your investors (and how to say no) How no-code and AI tools can replace your first $250K in funding The newsletter strategy smart founders use to turn interest into investment Resources from this Episode Free class: Build a startup without learning to code https://www.techfornontechies.co/freeclass Fidelman & Co https://fidelmanco.com/ Supercommunicators: How to Unlock the Secret Language of Connection https://amzn.to/3HPMHRG Financial Times: Being an angel investor is tougher than it looks https://on.ft.com/4oDoQFD Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/268-how-to-align-founders-and-investors-before-things-go-wrong

Carl Quintanilla and Jim Cramer explored where investors should put their money in September, a traditionally rough month for stocks. Jim discussed value names worthy of your attention. Consumer brands in the spotlight: Kraft Heinz to split into two publicly traded companies, PepsiCo shares jump on a report that activist investor Elliott Management has taken a $4 billion stake in the food and beverage giant, McDonald's brings back "Extra Value Meals," shares of Constellation Brands slide on lowered earnings guidance. Also in focus: President Trump's legal setback on tariffs, the China summit with President Xi, Russian President Putin and Indian Prime Minister Modi. Squawk on the Street Disclaimer

Most founders dream of creating a product so good it sells itself. That's the promise of product-led growth: customers discover, share, and adopt your product with little to no sales effort. Sadly that's rarely the reality. In the early stages, almost every founder has to do the hard, unglamorous work of founder-led growth: building trust, making offers and facing rejection. In this episode, you will learn from Vijay Rajendran, author of The Funding Framework: Secure Startup Funding With Confidence. Vijay previously led portfolio value at 500 Global, a venture capital firm with $2.7 billion under management, where he supported startups in more than 80 countries.  Vijay has helped hundreds of founders grow, scale, and raise capital.  Listen to learn: The difference between founder-led and product-led growth — and when each approach works best. How design partnerships and pilots can win your first customers (and even get them to fund product development). Why “influence” is a better mindset than “sales” — and how listening to customers creates trust. Stories from Airbnb to enterprise startups that reveal what growth really looks like behind the scenes. Whether you're launching your first product, leading innovation inside a corporate, or backing founders as an investor, this episode is for you. Resources mentioned in this episode: Influence: The Psychology of Persuasion, Robert Cialdini Never Split the Difference: Negotiating as if Your Life Depended on It, Chris Voss Chapters   05:24 — The seductive dream of product-led growth (and why it rarely works early on) 07:52 — Design partnerships: how customers can fund your product 13:39 — The Airbnb toilet photos story: why every founder must talk to customers 18:55 — Stop pitching, start listening: turning sales into influence 23:23 — Empathy and persuasion: the human skills behind tech success 28:48 — When to move from founder-led growth to a professional sales team FREE Course: 5 Tech Concepts Every Business Leader Needs To Know https://www.techfornontechies.co/freecourse   Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. For the full transcript, go to https://www.techfornontechies.co/blog/266-founder-led-vs-product-led-growth-how-to-pick-the-right-path-for-your-startup

If you're a non-technical founder building your first product, this episode is for you. In today's lesson, Robyn Exton shares the real story of how she went from branding agency employee to founder of a global tech company — without writing a line of code. She didn't raise millions on day one. She learned by doing, made all the early-stage mistakes, and got her first users with vodka shots in nightclubs. Now, her app has millions of users and she's been through Y Combinator. Robyn is the founder of HER, the dating app for queer women. Listen to this episode to learn: How to build a tech product without knowing how to code What to do when your first version fails The difference between product design and graphic design (and why it matters) How to work with developers when you don't speak tech Whether you're dreaming up your first MVP or struggling through version two, this is your honest guide to building in the dark — and making it work.   Chapters 00:00 — Vodka shots for downloads: the hustle begins 03:10 — From branding job to building a tech product 10:30 — The wake-up call: “You're doing too many things” 14:00 — Fake research, failed MVP, and what she learned 27:20 — How a non-technical founder led a dev team 33:45 — Hiring a CTO, letting go of ego, and building trust 45:35 — Raising $1M before YC — and why she joined anyway 51:10 — Final audience Q&A: churn, product, and user feedback   FREE Course: 5 Tech Concepts Every Business Leader Needs To Know https://www.techfornontechies.co/freecourse   Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. For the full transcript, go to: https://www.techfornontechies.co/blog/265-from-vodka-shots-to-y-combinator-how-a-non-technical-founder-built-a-global-tech-company

It's This Week in Bourbon for July 4th 2025. Dark Arts Whiskey House has opened doors to their new brand home, Jackie Zykan is stepping away from Hidden Barn Bourbon, and Chattanooga Whiskey has two new experimental liqueurs.Show Notes: John Little is stepping away from Smooth Ambler to launch a spirits consulting and barrel brokering venture. Dark Arts Whiskey House is set to open its immersive brand home in Lexington on June 28, 2025. Jeff Hopmayer of Brindiamo Group has invested in Four Branches Bourbon. Constellation Brands, Brown-Forman, and Diageo are currently facing lawsuits regarding alleged misleading financial statements and product claims. J. Mattingly 1845's ownership is transferring to Gold Corn & Co., with Cameron Mattingly remaining in his production role. Jefferson's Bourbon partnered with Brooklyn Peltz Beckham's Cloud23 hot sauce to create the "Brooklyn23" rye cocktail, offering home kits. Michael Nanula is the new CEO of Three Chord Bourbon. Give 270 is launching the "Whiskey Wednesdays Round 16 - Colonel & Cash" raffle series from July 2 to Sept. 17. Jackie Zykan has departed Hidden Barn Bourbon, with Neeley Family Distillery continuing its production. The New York State Legislature passed a bill allowing restaurants and bars to purchase limited liquor inventory directly from stores.Matthew Lillard's Find Familiar Spirits is partnering with Manifest Distilling to launch Expansion Pack, a new service for craft spirits brands. Barrell Craft Spirits released Barrell Bourbon Batch 037, a new blended bourbon at 111.38 proof. Chattanooga Whiskey unveiled "Batch alpha": Intergalactic Comet Crusher, a bourbon liqueur, and Experimental Single Batch 044: Bourbon Barreled Limecello. Kentucky Owl is releasing Batch #13 Bourbon, the final blend by John Rhea, at 56.8% ABV. Heaven Hill is launching the Second Edition of its Grain to Glass Kentucky Straight Rye Whiskey, a barrel-proof, non-chill filtered release. Michter's Distillery will release its 2025 Shenk's Homestead Kentucky Sour Mash and Bomberger's Declaration Kentucky Straight Bourbon this July. Support this podcast on Patreon Learn more about your ad choices. Visit megaphone.fm/adchoices

¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan del estatus del mercado, del reporte de empleo y del Nig Beautiful Bill. Nos dan el reporte de ingresos de Constellation Brands. Despues hablan de la venta de TikTok, dan actualizaciones de Inteligencia Artificial y la nueva frontera de Robinhood. Finalmente nos dan el análisis de crypto donde hablan de los bonos colateralizados de crypto. Para mas información sobre el fondo visita: https://emprendedurosventures.com/ Al final del episodio tenemos una actualización de una de las inversiones del Fondo de Emprendeduros - BioEsol Coreo: investors@bioesol.com Sito: https://bioesol.com/home/ ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

Plus: Centene shares tumble after the healthcare company says its earnings will fall short of expectations. Modelo brewer Constellation Brands expects President Trump's new tariffs to increase its costs by $20 million this fiscal year. Ariana Aspuru hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 things you need to know before the stock market opens today: the ADP releases its monthly metrics for private sector hiring later this morning, Tesla will release its own second quarter delivery numbers, health insurer Centene has pulled its 2025 earnings guidance, beverage conglomerate Constellation Brands missed quarterly estimates in its latest report, and Netflix and Spotify could be teaming up on a screen near you.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

On this week's Stansberry Investor Hour, Dan and Corey welcome Mike Barrett back to the show. Mike is the editor of Select Value Opportunities and senior analyst for Extreme Value. He has decades of cash-flow modeling and valuation expertise that he uses to find underappreciated, high-quality growth stocks. Mike kicks things off by discussing President Donald Trump's tariffs, their implication in the context of broad market cycles, and a potential 2026 low. He explains that he believes stocks have limited upside from here because of extreme positive sentiment and rampant overvaluation. And because there's so much uncertainty, Mike advises investors to make sure they have high-quality businesses in their portfolios. He also points out that the most overvalued stocks today are the defensive ones, but that could change once the tariff situation eases. (1:47) Next, Mike breaks down his personal investing philosophy and why he uses macroeconomic factors to look ahead only a few weeks rather than longer term. He also talks about the importance of momentum, taking risks to find out what works best for you as an investor, Nvidia being undervalued today, one company he likes that offers a good way to compound your wealth, and the optionality baked into Sprouts Farmers Market thanks to the rising popularity of weight-loss drugs. (18:42) Finally, Mike discusses Costco Wholesale's fantastic business growth, the importance of finding companies that perform consistently well, his recommendation of Constellation Brands that earned a triple-digit return for subscribers, crypto, and generative AI. (43:03)

In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also discuss Intel's potential split, the outlook for HOOD, HIMS, and Palantir, and whether AMD has hit a bottom.Other key topics include Warren Buffett selling all his VOO shares, the best way to invest $100K, and whether wealth is built faster through focus or diversification. We also debate T-Mobile vs. Starlink IPO, Pi Coin's public launch, and the next company to follow MicroStrategy's playbook. Plus, what's Apple's surprise announcement?Don't miss this episode packed with insights and strategies. Drop your thoughts in the comments!#MarketMondays #Investing #StockMarket #WarrenBuffett #Tesla #Intel #TSMC #VOO #PiCoin #WealthBuilding #FinanceSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy