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Consumer expectations are changing fast, and brands of every size are being forced to adapt. In this episode, we discuss what PepsiCo's response to GLP-1s and inflation signals for CPG. We also dive into Vita Coco's acquisition of a super-premium rival, and sample everything from cereal-inspired protein shakes and date-sweetened cola to birch water and caffeinated banana milk. Show notes: 0:20: Chi, Summer. Is Ce Real? Pep Rally. Coco + Copra. Date Drink. The Two a Yous. It's French. — Ray and Melissa lament how quickly summer is slipping away, but they're looking ahead to Taste Radio's upcoming meetup in Chicago. Meanwhile, Mike is mixing up an unconventional concoction he swears will improve his physique. Melissa then leads a conversation about PepsiCo's response to GLP-1 adoption and persistent inflation, prompting a discussion about how major CPG companies are balancing lower prices on core products with innovation in premium and functional offerings—a dynamic that's creating both headwinds and opportunities for emerging brands. The hosts also examine Vita Coco's acquisition of premium coconut water brand Copra, viewing it as a strategic move to expand across multiple price tiers and compete more directly with Harmless Harvest. Ray samples Unpop's date-sweetened cola and highlights Tuyyo agua fresca hydration sticks, NYMBL high-protein ice cream, and OOZ birch water, while Melissa gives high marks to Halfday iced tea and Matcha DNA's powdered matcha lattes. Brands in this episode: Spylt, Miils, Doritos, Carbone, Copra, Vita Coco, Harmless Harvest, Jolt Cola, Olipop, Poppi, Nixie, Stiller's, Coca-Cola, Pepsi, Halfday, Nymbl, Protein Pints, David, Tuyyo, Unpop, OOZ, Matcha DNA, Minor Figures
Six Oscar Mayer Wienermobiles racing around the Indianapolis Motor Speedway. It may sound like a publicity stunt, but for Todd Kaplan, it was something much bigger: a reminder that great marketing should surprise people, spark conversation, and create joy.This week, Jim welcomes Todd Kaplan, Chief Marketing Officer of Kraft Heinz North America. Since joining Kraft Heinz in 2024 after nearly two decades at PepsiCo, Todd has been leading one of the industry's most ambitious brand transformations, helping modernize more than 70 iconic brands while building a culture rooted in creativity, collaboration, and consumer insight.Recorded live at Cannes Lions in the Infillion Café, Todd shares why marketing should be more like jazz than classical music, how his philosophy of "collaborativity" helps teams move at the speed of culture, and why even the biggest organizations need to leave room for improvisation. From the Oscar Mayer Wienie 500 to Heinz's award-winning creative work, Todd explains how great ideas are born, why creativity still drives growth, and why the strongest brands never lose sight of the fundamentals.Whether you're leading a global organization or building your own brand, this conversation is full of practical lessons on creativity, leadership, and finding new energy in iconic brands.—This week's episode is brought to you by Infillion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What if the reason your business cannot scale is not your team, your strategy, or your market. It is you. Rajesh Nagjee is a business physicist. Over more than 30 years, he has worked with over 350 CEOs across 15 countries to solve what he calls the founder bottleneck. That moment when a company is ready to scale but still depends on the founder for decisions, clarity, and stability. He is also the creator of CEO Freedom OS, a leadership architecture designed to help CEOs scale without losing control. In this conversation, Larry Olsen sits down with Rajesh to talk about how the very person who built the company becomes the one holding it back. Not because they are not capable, but because the way they think, decide, and operate has not evolved at the same speed as the business itself. What you'll hear: • Why Rajesh believes recognition produces a fixed way of being (and how it locks founders into identity traps) • The 1989 breakdown that reshaped Rajesh's entire methodology • The observer effect in quantum physics applied to founder-run businesses • The five default states of survival that keep leaders stuck (cynical, skeptical, resigned, cocky, arrogant) • The two intersections: where whining lives, and where possibilities live • Rajesh's father's line that shaped his life: the moment you decide, you will succeed • What Rajesh learned from meeting Mother Teresa about ruthless compassion ABOUT RAJESH NAGJEE Rajesh Nagjee is a CEO mentor and self-described business physicist with over 30 years of experience and work with more than 350 CEOs across 15 countries. He is the creator of CEO Freedom OS, a leadership architecture designed to help CEOs scale without losing control. His methodology was forged through personal breakdown in 1989 and refined over decades of working with founders and leaders. Based in Dubai. ABOUT LARRY OLSEN Larry Olsen is a Two-Time Vistage Speaker of the Year and Fortune 50/500 Executive Performance Advisor with 40+ years of client work at Toyota, PepsiCo, Starbucks, Harley-Davidson, Honda, American Airlines, State Farm, Frito Lay, Lexus, and Tropicana. He is the author of Get a Vision and Live It! and the founder of Performance Driven Neurology. IF THIS LANDED FOR YOU The next step is Larry's Brain Hacks Intensive. It is a guided practice that walks you through the foundational mindset shifts Larry teaches Fortune 500 executives. Brain Hacks Intensive: https://neuromindedcollective.com/brain-hacks-challenge FOR EXECUTIVE LEADERS AND FOUNDERS If you want to find out which patterns are currently running your leadership, take Larry's free 5% Leadership Assessment. Less than 5 percent of leaders operate from the patterns it measures. 5% Leadership Assessment: https://tally.so/r/kde74r CONNECT WITH LARRY Website: larryolsen.com LinkedIn: linkedin.com/in/larry-r-olsen CONNECT WITH RAJESH NAGJEE LinkedIn: Rajesh Nagjee (posts regularly) Website: RajeshNagjee.com Email: Rajesh@RajeshNagjee.com SUBSCRIBE FOR MORE New episodes of the Brain Vault Podcast publish every other Wednesday. Yours in growth, Larry
Beleggers worden helemaal blij van de kwartaalcijfers van Unilever. Dat zag de omzet harder groeien dan waarop was gerekend. Maar belangrijker nog: ze verkopen ook echt meer spullen. Het is niet alleen omdat ze die spullen duurder maken, dat die omzet groeit. De volumegroei van Unilever komt namelijk uit op het hoogste niveau in tien jaar tijd. Unilever verkoopt vooral meer in landen als India, China, Indonesië en Latijns-Amerika. Daar komt nu zo'n 60 procent van alle omzet vandaan. Alleen in Europa loopt het niet goed. Deze aflevering kijken we naar de toekomst van het nieuwe Unilever. Heeft de topman het lek eindelijk boven? En komt het nog goed in Europa? We zoeken het voor je uit. Hebben we het ook nog over de kwartaalcijfers van Basic-Fit. Ook goed nieuws daar: het bedrijf verhoogt voor de tweede keer dit jaar de winstverwachting! Verder in deze aflevering: Apple breekt door de grens van 5 biljoen dollar! LVMH verkoopt weer meer (maar Bernard Arnault is tóch boos) Philips publiceert te vroeg en wordt keihard afgestraft Elon Musk wil (naast autoverkoper) nu ook bankier spelen Boeing verliest veel op order van president Trump Prik nog niet van de (Coca) Cola! Te gast: Stan Westerterp van Bond Capital Partners BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als deSee omnystudio.com/listener for privacy information.
For years, nutrition has sat awkwardly between personal responsibility and medical care: important enough for doctors to mention, but rarely supported like a real treatment plan. That gap is becoming harder to defend as diet-related diseases continue to strain patients, employers and the healthcare system. A study in JAMA Network Open found that expanding medically tailored meals in the U.S. could prevent an estimated 1.6 million hospitalizations a year, making the case that food can be more than general wellness advice — it can be part of how care is delivered.That raises the real question for healthcare leaders, employers and retailers: how do you turn food from a recommendation into a system of support?On I Don't Care, host Dr. Kevin Stevenson speaks with Adam DeVito, Founder and CEO of Monj Health, and Maggie Biscarr, a food-as-medicine subject matter expert, about whether food can play a more central role in prevention, healing and healthcare strategy. Their conversation covers the history of food-as-medicine, the behavioral barriers that make healthy eating difficult, the role of culinary skills and community, and why employers and retailers may be uniquely positioned to connect food, pharmacy and long-term health.What you'll learn...Food-as-medicine is having a moment because healthcare costs, chronic disease and GLP-1 demand are converging. Biscarr explains that employers and payers are recognizing that nutrition is not just a lifestyle issue, but a workforce health, productivity and cost issue.Behavior change is the missing link. DeVito argues that people do not “eat nutrition”; they eat food, flavor and comfort. Monj aims to make healthy eating joyful through cooking, confidence-building, behavioral science and community.The future may depend on connecting systems. The guests discuss opportunities for employers, retailers, pharmacies and food-as-medicine platforms to work together so people can access education, incentives and practical support where they already live, work and shop.Maggie Troope Biscarr is a food-as-medicine strategist and independent consultant working across the food, retail and healthcare sectors, with current roles including co-lead of the NOURISH Movement, subject matter expert with Clareo Partners, and lead of the GLP-1 Advisory Group for Georgetown's Portion Balance Coalition. She previously served as Director of Global Partnership Solutions at PepsiCo, where she built cross-sector partnerships focused on health, wellness, sustainability and consumer behavior change, including healthier-choice and recycling pilots with major retail partners. Earlier in her career, she led AARP Foundation's SNAP and nutrition incentive portfolios, including fruit and vegetable incentive and Food Rx programs, building on her MSW and long-standing focus on health equity and social drivers of health.Adam DeVito is the Founder and CEO of Monj Health, a food-is-medicine platform that uses behavioral science, technology and coaching to help address obesity, diabetes and metabolic health at scale. He has led innovation and growth across food, digital health, enterprise platforms, nutrition and play, including senior roles at Kraft Foods and Sterling-Rice Group, where his teams developed major new products and brand strategies for leading food and wellness companies. Earlier in his career, he trained in classical French cooking, co-authored a healthy cooking book series for Time Inc., and later became Kraft's first Executive Chef, helping develop DiGiorno Pizza and launch it into a $1 billion brand.
Rod and Karen banter about fish arcades, rent too high guy, a copperhead lady on the trail, chopped cheese and DF Griffin construction. Then they discuss Donald Trump Celebrates J.D. Vance's Biracial Baby Before Parents & Racist Right Wing MAGA Nuts Melt Down, Taylor Farms still tied to cyclospora outbreak despite ‘false positive,’ FDA says, 4 dollar gas is back, Clinton College employees say they haven’t been paid by the school, PepsiCo says economic concerns weighed on customers in North American during recent quarter, Black Folks Business™ (Lupe Fiasco, Jay-Z concert delay, Nicki Minaj at world cup, Big Tigger), BBC Commentator Calls Pharrell "AKA Rocky" During Live Broadcast, Craig Melvin attempted attack, woman has drugs hidden everywhere, a pastor stabs his girlfriend’s ex, Fast Food Freakout: Man has Tantrum at Taco Bell and sword ratchetness. Patreon: https://www.patreon.com/theblackguywhotips Twitter: @rodimusprime @SayDatAgain @TBGWT Instagram: @TheBlackGuyWhoTips Email: theblackguywhotips@gmail.com Blog: www.theblackguywhotips.com Teepublic Store- https://the-black-guy-who-tips-podcast.dashery.com/ Amazon Wishlist – https://www.amazon.com/hz/wishlist/ls/1PDD9JUQUNVY5?ref_=wl_share Crowdcast – https://www.crowdcast.io/theblackguywhotips Voicemail: (980) 500-9034Go Premium: https://www.theblackguywhotips.com/premium/See omnystudio.com/listener for privacy information.
How do you reinvent one of the world's most iconic brands without losing what made it iconic in the first place?Recorded live on the Tubi Stage at Cannes Lions, Jim sits down with Fabiola Torres, Chief Marketing Officer of Gap, to unpack one of the most compelling brand turnarounds in retail. Drawing on leadership experience at Nike, Apple, PepsiCo, and now Gap, Fabiola shares how the team rebuilt the brand by focusing on marketing fundamentals, embracing creativity, investing in culture, and reconnecting with consumers across generations.They discuss why every brand should be treated like a living persona, how partnerships with talent are built on trust rather than transactions, and why the best marketing doesn't chase relevance—it earns it.—In partnership with Tubi. Brought to you by Infillion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Why do customers really buy?In this episode of The Unified Brand Podcast, Chris sits down with Will Leach, behavioural scientist, founder of Mindstate Group, and bestselling author of Marketing to Mind States.Drawing on over 25 years of research, leadership at PepsiCo, and experience helping global brands understand consumer behaviour, Will reveals why most purchasing decisions happen subconsciously—and how brands can build deeper emotional connections by understanding what truly motivates people.The conversation explores the psychology behind buying decisions, why traditional market research often gets it wrong, how iconic brands create identity rather than simply sell products, and the behavioural science principles any business can apply to improve marketing, branding and customer engagement.They also discuss:Why emotions drive purchasing decisionsFunctional vs emotional vs aspirational brandingThe psychology behind Harley-Davidson, Nike and DisneyWhy customers rarely tell you the real reason they buyBehavioural biases that increase conversionsPackaging psychology and visual persuasionThe future of AI-powered customer personasHow behavioural science is transforming marketingWhether you're a founder, marketer, brand strategist or business owner, this episode offers practical insights into how customers really think—and how your brand can communicate more effectively.Connect with Will LeachWebsite: Mindstate GroupLinkedIn: Will Leach on LinkedInBook: Marketing to Mindstates: A Practical Guide to Applying Behavior Design to Research and MarketingLearn about Bevi: Meet Bevi-----Whether you're a founder, marketing director, or business leader managing a growing brand across multiple teams or regions, this episode will help you identify the hidden friction points holding your brand back.Take the Brand Power Assessment: BrandPowerScorecard.co.ukBook a Free Brand Discovery Call:Subscribe for more episodes focused on building stronger, smarter, and more unified brands.Watch podcast clips & deep dives on YouTube: Elements Brand Management
What if the body you're living in right now is already sending you signals you've been trained to ignore? Dr. Sofia Din is a board-certified MD and anti-aging specialist who spent decades watching what happens when those signals go unanswered. Today she's doing something about it. In this episode, she breaks down the hormonal shifts most people never hear about, why aging is now being treated as a disease you can actually do something about, and why your skin and your brain have been soul mates since the very first cell of your life. Larry brings his own story into this one, sharing what taking ownership of his health at 78 has looked like and what he's discovered along the way. Together they dig into what it really means to age with agency. Once again, science meets success in The Brain Vault Podcast. ABOUT DR. SOFIA DIN Dr. Sofia Din is a board certified MD with over 25 years of clinical experience and decades in geriatrics and hospital care. She completed her medical training twice, once in Pakistan and again in the United States. Her practice sits at the intersection of longevity, aesthetics, health span, lifespan, and what she calls beauty span. She is the author of Do We Really Need Botox?, the host of the Bathroom Diaries podcast, and publishes on Substack under Dr. Sofia Din. Her physical practice is in Westchester, New York. ABOUT LARRY OLSEN Larry Olsen is a Two-Time Vistage Speaker of the Year and Fortune 50/500 Executive Performance Advisor with 40+ years of client work at Toyota, PepsiCo, Starbucks, Harley-Davidson, Honda, American Airlines, State Farm, Frito Lay, Lexus, and Tropicana. He is the author of Get a Vision and Live It! and the founder of Performance Driven Neurology. IF THIS LANDED FOR YOU The next step is Larry's Brain Hacks Intensive. It is a guided practice that walks you through the foundational mindset shifts Larry teaches Fortune 500 executives. Brain Hacks Intensive: https://neuromindedcollective.com/brain-hacks-challenge CONNECT WITH LARRY Website: larryolsen.com LinkedIn: linkedin.com/in/larry-r-olsen SUBSCRIBE FOR MORE New episodes of the Brain Vault Podcast publish every other Wednesday. Yours in growth, Larry
Too often, brand sponsorships stop at awareness when they could offer consumers something more. Jonnie Cahill, chief marketing officer of PepsiCo International Foods, says the strongest partnerships give the brand a credible role and make the experience better for the people taking part. His filter is straightforward: Has the brand earned the right to show up, and what can it add to the moment? For Lay's and the FIFA World Cup, that meant building a WhatsApp watch-party community designed for 10 million people; signing up roughly a quarter of a million people a day, with two-to-three-minute dwell times per session. Cahill applies the same test to Doritos' Formula 1 push, built around a specific gap: F1 is the fastest-growing sport in the world, yet 99% of fans will never see a race live. Drawing on more than two decades in marketing, including 12 years at Heineken, Cahill also breaks down how to evolve iconic brands without diluting them and where AI is speeding up creative work without replacing it. Dig deeper ~How Coca-Cola is using AI and emotion in bid to win World Cup fans ~Why Unilever built a World Cup activation for influencers~AI Marketing Playbook: How marketers are really using AI ~Watch World Cup campaigns from brands
Today, I'm joined by Stephen Ellsworth, founder of poppi. Originally launched at farmers markets as "Mother Beverage," poppi rebranded in 2020 and scaled rapidly before being acquired by PepsiCo for nearly $2B. In this episode, we discuss cultivating consumer obsession. We also cover: How 2.5 years at farmers markets became the ultimate R&D Why the $50M revenue milestone matters Landing a deal on Shark Tank Subscribe to the podcast → insider.fitt.co/podcast Subscribe to our newsletter → insider.fitt.co/subscribe Follow us on LinkedIn → linkedin.com/company/fittinsider Website: www.drinkpoppi.com/ Stephen's Instagram: https://www.instagram.com/stephenellsworth_/ - The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart fitness ecosystem for fitness and health facilities. Fitt Talent: https://talent.fitt.co/ Consulting: https://consulting.fitt.co/ Investments: https://capital.fitt.co/ Chapters: (00:00) Introduction (01:49) Background and poppi origin story (02:40) Mother Beverage to poppi journey (04:50) Two-year R&D at farmers market (06:20) Shark Tank and capital inflection (08:12) Rebranding decision and strategy (11:00) 2020 timing and category alignment (12:40) Intuition-driven product development (13:40) COVID acceleration (14:45) $50M inflection point (16:20) Founder preferences: zero to one vs. scaling (17:50) Product obsession and team building (18:40) 15–20% better formula (20:00) poppi playbook and thinking differently (21:50) Democratizing better-for-you foods (25:30) PepsiCo acquisition concerns (28:45) Large incumbents vs. innovation (31:00) Post-acquisition emotions (35:15) Preferment vs. retirement (37:30) What's next (39:15) Conclusion
Send us Fan MailMaryjo Charbonnier is the former CHRO and Executive Advisor at Kyndryl, the world's largest provider of IT infrastructure services , with more than 70,000 employees across roughly 60 countries. When Kyndryl was spun out of IBM in 2021 as one of the largest public company spin-offs in history, Maryjo helped build its culture and people strategy from the ground up, which is why she and others have called it the world's largest startup.She has spent nearly two decades as a public company CHRO on both sides of the Atlantic, including Wolters Kluwer (traded on the Dutch exchange) and Broadridge Financial Solutions, after a formative run at PepsiCo where she led change management for Frito-Lay. She was named CHRO of the Year in the Netherlands and earned her MBA at Southern Methodist University.In this episode, Maryjo draws on a career spent leading messy transformations and building a 70,000-person workforce to argue that as AI automates tasks and chunks of jobs, the work that defines a career is moving from what you know to how you judge, lead, and decide, and most organizations are not teaching for it yet.In this conversation, we discuss:Why Maryjo “seeks the heat” in messy transformations and what she learned leading HR through turnarounds, spin‑offs, and large‑scale change.How Kyndryl defined the “Kyndryl way” with six core behaviors and uses culture as an operating plan in the world's largest startup.Why HR must focus on which skills are rare and most valuable, and how Kyndryl's Make Yourself Discoverable campaign turned skills into a strategic asset.How AI-powered career profiles, skills-based redeployment, and role-specific AI curricula were intentionally designed to show Kyndryls that AI is an asset to their career, not a threat to it.Why Maryjo believes HR has three roles in AI, including reshaping commercial work and building an AI governance council that balances speed with risk.How leadership “ORE” (organizational design, risk management, empathy) and human skills like change management and people leadership will define careers in an AI‑enabled workplaceResources:Subscribe to the AI & The Future of Work NewsletterConnect with Maryjo on LinkedInAI fun fact articleOn How Rory O'Driscoll Explains Success Modes for AI Companies and Three Essential Startup StrategiesEpisode with Keith Sonderling, then an EEOC Commissioner and now the U.S. Deputy Secretary of Labor
Muy buenos días, volatilidad a la vista con el conflicto entre EE.UU. e Irán escalando una vez más. Mientras tanto en el mundo diplomático, Roberto Lazzeri es arropado en Washington… por grupos privados. Shein se acerca a su salida a bolsa, traemos combo de reportes con PepsiCo, Nike, McCormick, H&M y BMW al segundo trimestre, a NU ya le podemos decir “bank” en México con todas las de la ley y la chamarra de un CEO de la tecnología está siendo subastada con todo y autógrafo.
PepsiCo just reported earnings. And buried inside a perfectly standard corporate press release was one of the most important sentences you'll hear about the American economy this year. CEO Ramon Laguarta said, and I'm quoting directly here: *"I think the consumer is worse than what we had anticipated, and it's driven mainly by gas prices."*That's not a fringe analyst. That's the chief executive of one of the largest consumer goods companies on the planet, a company that sells beverages and snacks to hundreds of millions of Americans every single quarter, telling you directly: something has changed. For one thing, credit card use dropped sharply, as we'll see. Eurodollar University's Money & Macro Analysis--------------------------------------------------------------------------------Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to: https://EurodollarGold.com or text EURO to 35052. ----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what's behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. https://youtube.com/live/We2aP56WLJ8?feature=share----------------------------------------------------------------------------------https://www.cnbc.com/video/2026/07/09/pepsico-ceo-on-earnings-miss-there-has-been-an-impact-from-gas-prices.htmlhttps://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.htmlhttps://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-4-decrease-in-junehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über ein Allzeithoch bei Apple, Zuckerbergs Cloud-Wette und deutliche Aufrüstung bei Deutz. Außerdem geht es um Apple, Meta, Arm, Micron Technology, Applied Materials, SanDisk, Lumentum, Tesla, Amazon, Microsoft, Nvidia, Alphabet, SK Hynix, Schott Pharma, Siltronic, AstraZeneca, PepsiCo, BMW, TSMC, Delta Air Lines, XPeng, Horizon Robotics, Gotion High-Tech, Stellantis, Renault, Ford, Hyundai Motor, Porsche AG, Traton, Deutsche Bank, Bank of America, BlackRock, Visa. 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
De techsector heeft het al een tijdje lastig op de beurs, ook de afgelopen week. Beleggers lijken te twijfelen of AI het beloofde succes zal worden. In deze aflevering van BeursTalk hebben de experts een tegengestelde visie. Volgens Wim Zwanenburg (Stroeve Lemberger) is er geen sprake van een bubbel, Ralph Wessels (ABN Amro) denkt van wel. Wim stelt dat de AI-boom fundamenteel gedreven is, de waarderingen in de sector zijn gedaald: de winsten stijgen sterker dan de koersen. Ten tijde van de dotcom-bubbel maakten bedrijven in die sector überhaupt geen winst, nu wel. We zitten nog steeds in de opbouwfase van de AI-infrastructuur. Ralph zegt niet dat de stijgingen heel snel zullen instorten, maar hij kijkt onder andere naar de 30-jaars cyclus. De jaren 70 waren slecht, de eeuwwisseling was beroerd, als die cyclus zich herhaalt, dan worden de jaren dertig van deze eeuw ook niet best. Ook vindt Ralph de circulaire investeringen in de sector een veeg teken. Over het Koreaanse SK Hynix lijken beleggers zich vooralsnog geen zorgen te maken. Het bedrijf wist voor 26,5 miljard dollar aan aandelen te plaatsten in de VS, de grootste beursgang van een buitenlandse onderneming in de VS in de geschiedenis. Verder in de podcast onder andere aandacht voor de cijfers van Samsung en PepsiCo en de mega-investeringen van Micron. We bespreken de luisteraarsvragen en de experts geven hun tips. Voor Wim is dat een algemene tip, buiten de techsector, Ralph tipt een ETF met de ISIN-code IE000YBGJ914. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.
Este conteúdo é um trecho do nosso episódio: “#354 - PepsiCo: pessoas, processos e dados antes do sistema de IA”.Nele, Francini Cristelo, CIO e Líder de Business Transformation da PepsiCo, explica por que o aprendizado mais importante na adoção de IA na empresa foi sobre o que fazer com o tempo ganho. Ela traz o exemplo do vendedor e da importância de ressignificar o seu papel de tirador de pedido para desenvolvedor de negócio. Ficou curioso? Então, dê o play!Assuntos abordados:Reskilling;Adoção de IA;Ressignificação de papéis;Força de vendas.Links importantes:NewsletterDúvidas? Nos mande pelo LinkedinContato: osagilistas@dtidigital.com.brOs Agilistas é uma iniciativa da dti digital, uma empresa WPP #inteligenciaartificial
Inflation that resulted from the U.S. war with Iran had just begun to cool when President Trump called off a shaky ceasefire. Now, as the world turns their attention back to conflict in the Middle East, economists turn their attention to the Federal Reserve. Will the central bank act to tamp down a second round of inflation? Also in this episode, PepsiCo sees tempered sales in North America, women in finance pivot to social media influencing, and taxpayers foot the bill for wild horse managementEvery story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Return to U.S.-Iran war is likely to change inflation expectationsPepsiCo had a great quarter — except in North AmericaThe women leaving Wall Street for content creationWhen wild horses get rounded up, the taxpayer's bill growsBaby boomers are un-tying the knot — and it's complicating inheritancesWhat it takes to transform a 600-year-old fixer-upper into a forever home
Inflation that resulted from the U.S. war with Iran had just begun to cool when President Trump called off a shaky ceasefire. Now, as the world turns their attention back to conflict in the Middle East, economists turn their attention to the Federal Reserve. Will the central bank act to tamp down a second round of inflation? Also in this episode, PepsiCo sees tempered sales in North America, women in finance pivot to social media influencing, and taxpayers foot the bill for wild horse managementEvery story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Return to U.S.-Iran war is likely to change inflation expectationsPepsiCo had a great quarter — except in North AmericaThe women leaving Wall Street for content creationWhen wild horses get rounded up, the taxpayer's bill growsBaby boomers are un-tying the knot — and it's complicating inheritancesWhat it takes to transform a 600-year-old fixer-upper into a forever home
Investors eyeing the AI trade this week anticipating the biggest U.S. listing by a foreign company ever. The traders break down what to expect when SK Hynix joins the Nasdaq tomorrow, and why U.S. shares could trade at a permanent premium. Then, Yen vs. Dollar hitting 40-year lows this month waving major red flags for the market. BK Asset Management managing director of FX strategy Kathy Lien lays out the dangers of Japan and U.S. rate differences and what policies could arise from Yen weakness. Plus, shares of PepsiCo falling after mixed second-quarter results, existing home prices at all-time highs, and how the World Cup is causing a spending spike across major cities. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Jim Cramer and David Faber explored stocks rising and oil prices falling, despite the U.S. and Iran trading military strikes for a second consecutive night. Tech and the AI trade getting a big lift from a surge in semiconductor stocks, fueled in part by Micron announcing plans to boost AI spending in the U.S. to $250 billion through 2035. PepsiCo CEO Ramon Laguarta joined the program to discuss the company's mixed quarterly results and the consumer. The anchors grilled him about what it would take to boost the snack and beverage giant's business and sluggish stock performance. Also in focus: Meta AI chip buzz, Costco shares slide on June sales, Salesforce gets downgraded, SK Hynix gears up for its U.S. listing debut slated for Friday. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stories in the U.S. and abroad. Plus, we reveal the top state for AI from CNBC's list of top states for business this year. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Earnings from PepsiCo today and Delta tomorrow precede big banks and key chip names reporting next week. Oil and yields are elevated after the most recent Middle East skirmishes. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CFRA's Garrett Nelson examines PepsiCo's (PEP) rare earnings miss and the margin pressures weighing on results, while noting the company reaffirmed its full-year guidance. He discusses how aggressive post-pandemic price increases hurt demand, why consumer staples appear undervalued, and how PepsiCo's push into healthier snack and beverage brands could support future growth.======== 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
US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.CNN reported that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.Crude benchmarks were firmer overnight, but moved lower as the European morning progressed as markets reacted to Trump's remarks that Iran wanted to make a deal. Brent Sep'26 now off lows, and now flat.European bourses are firmer, with US equity futures also following suit; NQ +0.6%.G10s are mostly firmer against the slightly lower USD; Kiwi outperforms.Looking ahead, highlights include US Initial Jobless Claims (Jul/04), Existing Home Sales (Jun), ECB Minutes (Jun), Banxico Minutes (Jun), Speakers include Fed's Williams, Logan, BoE's Breeden, Supply from the US and Earnings from PepsiCo.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Öl-Schock, Zinsangst, Nvidias wundersames KI-Comeback, den Baggy-Jeans-Boom und die 47-Prozent-Wette auf die Commerzbank. Außerdem geht es um Broadcom, Nvidia, Apple, SK Hynix, SpaceX, Monster Beverage, Levi Strauss & Co., Gap, American Eagle Outfitters, Hapag-Lloyd, Deutsche Lufthansa, Mercedes-Benz Group, SAP, Heidelberg Materials, Deutsche Bank, Commerzbank, UniCredit, Volkswagen, PepsiCo, Südzucker, Barry Callebaut, BlackRock, State Street, Microsoft, Allianz, DWS Group, Nasdaq, AXA, Zurich Insurance Group, Generali 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.CNN reports that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.Energy benchmarks modestly bid, but in relatively narrow ranges; downside seen in the early European morning as Trump reiterates that Iran wants to make a deal.APAC trade was initially resilient to the above, before then reversing as the night progressed.FOMC Minutes outlined that a few saw a case for raising rates, several did not see the stance as restrictive, a few as slightly restrictive.NZD continues to lead the FX space, USD is under modest pressure. Fixed rangebound, taking direction from energy.Looking ahead, highlights include German Trade Balance (May), US Initial Jobless Claims (Jul/04), Existing Home Sales (Jun), ECB Minutes (Jun), Banxico Minutes (Jun), Speakers include Fed's Williams, Logan, BoE's Breeden, Supply from the US and Earnings from PepsiCo.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US struck around 90 Iranian military targets. In return, the IRGC said it attacked two US bases in Bahrain and two in Kuwait.CNN reports that US President Trump is losing patience with the pace of negotiations, particularly on nuclear.Energy benchmarks modestly bid, but in relatively narrow ranges; downside seen in the early European morning as Trump reiterates that Iran wants to make a deal.APAC trade was initially resilient to the above, before then reversing as the night progressed.FOMC Minutes outlined that a few saw a case for raising rates, several did not see the stance as restrictive, a few as slightly restrictive.NZD continues to lead the FX space, USD is under modest pressure. Fixed rangebound, taking direction from energy.Looking ahead, highlights include German Trade Balance (May), US Initial Jobless Claims (Jul/04), Existing Home Sales (Jun), ECB Minutes (Jun), Banxico Minutes (Jun), Speakers include Fed's Williams, Logan, BoE's Breeden, Supply from the US and Earnings from PepsiCo.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes hablaron sobre las minutas de la Fed que dejaron ver la división del banco central a pesar de que la decisión de mantener las tasas fue unánime. Luego hablaron sobre el reporte corporativo de PepsiCo el conglomerado de alimentos y bebidas y culminaron con el sector salud y el anuncio de AstraZeneca frente al fracaso de su ensayo.
Earnings season guides risk appetite and credit conditions that affect hiring, pricing, and financing decisions for founders. Analysts focus on reported results and forward guidance, with consensus from firms like FactSet and Bloomberg setting expectations. Large banks such as JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup provide early signals on credit availability and consumer health. Consumer, transportation, and logistics companies including PepsiCo, Procter & Gamble, Delta Air Lines, United Airlines, UPS, FedEx, and Union Pacific indicate demand, costs, and supply chain direction. Technology leaders Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Nvidia shape views on AI spending, cloud trends, and capex. Federal Reserve policy under Chair Jerome Powell frames how guidance influences valuation multiples and corporate investment plans. Founders can use these signals to adjust budgets, headcount, cash forecasts, and financing strategies.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Javier Aledo, analista de AFI, comenta las cuentas de PepsiCo, Levi,s y da su visión sobre Meta, que comenzará la producción de un chip de IA en septiembre con el objetivo de duplicar su capacidad de procesamiento.
Cannes Lions jury president Bertille Toledano and juror Jane Wakely share tips for aspiring winners of the Creative Effectiveness Lions, including lessons from this year's Grand Prix and Gold winners, how to present data, outline cultural context & and demonstrate brand growth with rigorous evidence. Guests: Bertille Toledano, CEO of BETC and Havas Creative Middle East, President of Havas Creative Network Jane Wakely, EVP, Chief Consumer & Marketing Officer, PepsiCo; Chief Growth Officer, International Foods Chapters: 00:00 – Intro: Welcome to The WARC Podcast 01:32 – Meet the Jury: Bertille Toledano & Jane Wakely 02:47 – Inside the Jury Room: Setting a Vision for Creative Effectiveness 04:25 – Diversity, Debate & Data: How the Jury Worked Together 06:51 – Measuring Impact: Retention, Acquisition & Growth Metrics 08:25 – Case Study: ‘My Japan Railway' and Design Meets Effectiveness 10:26 – Is Creative Effectiveness Getting Stronger? 13:15 – Grand Prix Decision: Why AXA's ‘Three Words' Won 15:51 – Reframing Low-Interest Categories with Human-Centric Ideas 18:10 – Pedigree in Brazil: Mutt Adoption, Culture and Category Growth 22:17 – Another Standout Case: IKEA's ‘Hidden Tags' 25:25 – How to Write a Winning Effectiveness Paper: Data & Sources 28:36 – Cultural Context for Global Juries: Don't Assume Understanding 29:25 – Category Growth vs Share Growth: What Really Matters For 40 years, WARC has been providing the marketing industry with rigorous, unbiased evidence and expert effectiveness guidance. The WARC Podcast publishes a new episode every Tuesday and Thursday. Subscribe to The WARC Podcast here: https://www.warc.com/en/warc-podcastsSign up to daily WARC News for free: https://www.warc.com/en/latestBook a demo: https://www.warc.com/en/subscribe
Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE: Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
LikeFolio's Megan Brantley analyzes consumer demand trends ahead of PepsiCo's (PEP) earnings, highlighting softer snack consumption, persistent pricing pressure and the growing influence of GLP-1 users. She argues PepsiCo has been slow to adapt to shifting consumer preferences, leaving LikeFolio cautiously bearish as its data has yet to signal a meaningful turnaround.======== 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
This month: three stories worth your time. The WEF published a piece on EV battery recycling that reframes the whole conversation. These batteries contain the critical minerals governments are scrambling to secure. The recycled minerals market could be worth $200 billion by 2050. That value needs to be designed for now, not chased later. Up until now the policy agenda for bio-based materials, wood, paper, natural fibres, rubber and leather has largely been ignored. The Ellen MacArthur Foundation has published a report that sets out to fix that. And the International Finance Corporation, alongside five major development banks, put a number on circular economy employment: 121 to 142 million people. Nearly half in repair and maintenance. Over half in the informal economy. The opportunity is real. So is the gap. Plus four quick headlines on Scotland's material flows, Europe losing critical minerals through its own waste streams, fashion resale and repair policy, and flexible packaging. Story 1: EV Battery Recycling Why recycling EV batteries is an industrial opportunity, not a waste challenge (WEF): https://www.weforum.org/stories/2026/06/ev-battery-recycling-waste-challenge-industrial-opportunity/ Story 2: Circular by Nature — Bio-Based Materials Circular by nature: a policy agenda for bio-based materials (Ellen MacArthur Foundation): https://www.ellenmacarthurfoundation.org/circular-by-nature-a-policy-agenda-for-bio-based-materials-in-a-circular-economy Story 3: Circular Economy Jobs Circular Jobs: How MDBs Are Supporting Job Creation through a Circular Economy (IFC): https://www.ifc.org/content/dam/ifc/doc/2026/how-mdbs-can-support-job-creation-in-a-circular-economy.pdf Quick Headlines Scotland's Material Flow Accounts (Zero Waste Scotland): https://www.zerowastescotland.org.uk/resources/zero-waste-scotland-publishes-nations-most-depth-material-flow-accounts-date Europe losing critical minerals in its waste streams (Yahoo Finance / The Cool Down): https://uk.finance.yahoo.com/news/europe-losing-hidden-stockpile-lithium-222500520.html The New Bottom Line: Policy levers for resale & repair in fashion (Ellen MacArthur Foundation): https://www.ellenmacarthurfoundation.org/policy-levers-for-resale-and-repair/report Unilever and PepsiCo on the challenges of flexible packaging (Packaging News): https://www.packagingnews.co.uk/news/markets/household-products/unilever-and-pepsico-unlock-the-potential-of-paper-based-flexible-packaging-across-the-globe-01-06-2026 Find out more about our work here: www.ellenmacarthurfoundation.org Follow us online on these channels: Instagram: http://instagram.com/EllenMacArthurFoundation LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/ Website: http://www.ellenmacarthurfoundation.org
Gaby García lleva años haciendo una de las cosas más difíciles que existen en el mundo corporativo: lograr que miles de personas en decenas de países trabajen en la misma dirección — y que de verdad funcione.Es Chief People Officer (CPO), Ecosystem of Growth, Corporate Affairs y Sustainability en PepsiCo y nos vino a platicar los secretos mejor guardados de RRHH, cómo se toman realmente las decisiones de talento, liderazgo, crecimiento profesional dentro de las organizaciones, uno que otro chisme y varios tips para hacer y no hacer en una entrevista de trabajoSi te gustó este episodio y te gusta La Burra Arisca, acuérdate de darle like, compartir, seguirnos y activar las notificaciones para que no te pierdas de ningún episodio. Síguenos en nuestras redes sociales:InstagramFacebookXTikTokY en nuestros personales:@lauramanzo@lamargeitor @adinachel
In this week's MBA Admissions podcast we began by discussing the current state of the MBA admissions season. While activity for this season is winding down, we do still anticipate a little more waitlist movement in the weeks ahead. For upcoming events, Clear Admit is also hosting a special webinar event for international students, scheduled for July 16, at 10AM Central European time. This webinar will explore the value of a U.S.-based MBA for international students, as well as the logistics of moving to the United States, getting a student visa, and staying for post-MBA employment. Clear Admit's MBA Essay Workshop series, which has now expanded to five events, is scheduled for July 21, 22 and 23, and July 28 and 29. These events will bring together an increasing number of the top MBA programs to discuss both their written essay prompts as well as their video essays. Signups for all events are here: https://www.clearadmit.com/events Graham highlighted Clear Admit's weekly refresh series, which tracks the top MBA programs' announcements related to the upcoming admissions season. We then discussed an admissions tip that focuses on the impact of volunteer experience on the MBA admissions process. Clear Admit continues its Adcom Q&A series. This week Graham noted Q&As from Harvard Business School, Georgetown / McDonough and UNC / Kenan Flagler. Finally, Graham continued with the Real Humans Alumni series. This week focuses on an alumnus from Yale, working at Pepsi Co. For this week, for the candidate profile review portion of the show, Alex selected three ApplyWire entries. This week's first MBA admissions candidate is a chemical engineer by training, and wants to use the MBA to pivot to consulting. This week's second MBA applicant appears to have strong founder experience. We worry about the combination of their undergraduate record and their lower test score. This week's final MBA candidate is a software engineer from India. They have a 322 GRE. We think it makes sense to try to improve that score. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!
The biggest brands have the most data and act on it slowest. Patrick O'Toole, CMO of Unleashed Brands, has led billion-dollar brands at PepsiCo and Burger King. Now, he's rebuilding an entire marketing function from scratch with AI at the center, giving him a rare view from both worlds. Pat breaks down the 70-20-10 model for balancing proven tactics with true experimentation, shows how feeding NPS and Google reviews through a behavioral-economics-trained LLM uncovered hidden consumer motivators competitors miss, and explains why every AI insight still gets validated through traditional methods before it ships. You'll hear how to move fast without losing the human expertise (and consumer truth) that makes the work actually land. Pat also hints at Unleashed Brands' newly-launched KidHub, a new family app designed to help parents manage their children's activities while giving them greater visibility into the confidence, resilience and life skills being built along the way.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This Day in Legal History: The Execution of Sir Thomas MoreOn July 6, 1535, Sir Thomas More was beheaded at Tower Hill in London, convicted of high treason against King Henry VIII. More had been one of the most powerful men in England—a lawyer, a scholar, a former Lord Chancellor, the King's own friend—and he went to the scaffold because he would not say the words the King demanded.The dispute was, at its heart, about supremacy. Henry VIII had broken with Rome and declared himself Supreme Head of the Church of England, and Parliament had passed the Act of Supremacy and an Act of Succession requiring subjects to swear an oath acknowledging the King's new status and the legitimacy of his marriage to Anne Boleyn. More refused to take the oath. Crucially, he did not denounce the King. He said nothing at all. He believed that by staying silent he stayed within the law—that under the old maxim, silence gives consent, and no court could convict a man for what he had not said.The Crown answered that theory with new law. The Treason Act of 1534, which took effect in early 1535, made it treason to “maliciously” deprive the King or Queen of their “dignity, title, or name”—and the government argued that More's conspicuous silence about the King's supremacy was itself a denial of it. More was tried on July 1, 1535, before a panel that included Anne Boleyn's father, brother, and uncle. The decisive testimony came from Richard Rich, the solicitor general, who claimed More had privately rejected the King's title in conversation in the Tower. More insisted the testimony was perjured. The jury deliberated for about fifteen minutes and found him guilty. He was sentenced to be hanged, drawn, and quartered; the King, in what passed for mercy, commuted the sentence to beheading.More's case endures in the legal imagination because it sits at the fault line between law as an instrument of power and law as a limit on power. More was a formidable lawyer who tried to use the law's own rules—the presumption that silence is not a crime, the requirement of proof—to protect his conscience, and the state simply rewrote the rules and manufactured the proof. His famous last words, that he died “the King's good servant, but God's first,” draw the line between obedience to the state and obedience to something the state cannot command. Four centuries later, we still cite More when we argue about compelled speech, about the right to remain silent, about loyalty oaths, and about what a person owes a government that has turned the machinery of law against him. He is a patron saint of lawyers precisely because he lost—because his trial shows how thin the protection of law can be when those in power decide they would rather have a conviction than a fair one.A federal appeals court has ruled that Immigration and Customs Enforcement cannot detain migrants for more than ninety days without giving them a chance to seek release at a bond hearing. In a 2-1 decision, the Fifth U.S. Circuit Court of Appeals—one of the most conservative in the country—sided against the administration, a ruling that could affect thousands of people held in detention in states like Texas and Louisiana.When the government seeks to deport someone, that process can take months or even years, and in the meantime the government often detains the person. The legal question is whether the government can simply hold someone indefinitely while the case grinds on, or whether at some point that person is entitled to a hearing where a neutral decision-maker asks whether they actually need to be locked up—whether they're a flight risk or a danger, or whether they can safely be released on bond while they wait. The administration argued that certain migrants are subject to “mandatory detention” with no such hearing at all. The Fifth Circuit said that after ninety days, that position runs into constitutional trouble.Imagine being held in a jail cell for months, not because a judge decided you were dangerous, but because a statute was read to mean nobody ever has to ask the question. The core idea the court is protecting is an old one: the government generally cannot deprive a person of physical liberty without some individualized process, some moment where a human being reviews your particular case. A bond hearing is that moment. It doesn't guarantee release—it guarantees that someone with authority has to look at you and decide.The Department of Homeland Security said it disagreed with the ruling and remained confident in its legal position on mandatory detention, which signals a likely appeal, possibly to the Supreme Court. But for now, the decision draws a line: prolonged civil detention without any bond hearing is constitutionally suspect, and the length of confinement matters. The ruling is significant not only for the thousands of detainees it directly affects, but because it comes from a court that rarely rules against this administration—a reminder that even sympathetic judges have limits when the question is indefinite detention without a hearing.Appeals court bars mandatory detention for migrants past 90 days without bond hearing | Fox NewsCourt Blocks Immigration Detention Without HearingsThe Supreme Court has refused to hear Donald Trump's appeal seeking to overturn the jury verdict finding him liable for abusing and defaming the writer E. Jean Carroll. With the Court declining to take the case, the 2023 verdict and the roughly five-million-dollar judgment against him stand.In 2023, a civil jury found that Trump sexually abused Carroll in a New York department store in the mid-1990s and later defamed her by branding her account a lie. He was ordered to pay her about five million dollars. Trump appealed and lost in the lower courts, then asked the Supreme Court to step in. Last week the Court denied that request. When the Supreme Court denies review—what lawyers call denying “certiorari”—it isn't endorsing the verdict or ruling on the merits. It's simply declining to hear the case, which leaves the lower court's decision in force. But the practical effect is the same as a loss: the judgment is final, and there are no more appeals to pursue.It helps to separate two things people often blur together. This is a civil case, not a criminal one. Carroll didn't send anyone to prison; she sued for money and for the harm to her reputation, and a jury of ordinary citizens weighed the evidence and believed her. The Supreme Court's role at this stage isn't to re-try the facts—juries find facts, and appellate courts generally don't second-guess them. The question the Court was asked was narrower and more legal, and the Court decided it wasn't worth their time to review.The significance here is partly about accountability and partly about the ordinariness of the outcome. A private citizen brought a claim, a jury sided with her, the appellate courts affirmed, and the highest court in the country let that stand—the system working exactly as it's supposed to, regardless of the defendant's power. It's also a marker of the limits of that power: the office does not come with a trapdoor out of a civil judgment. The verdict is now as final as verdicts get.Supreme Court rejects Trump effort to overturn E. Jean Carroll sexual abuse and defamation verdict | NBC NewsThe Supreme Court's next term, beginning in October, is already set to feature major cases involving gun rights, voting rules, LGBT rights, immigration detention, and corporate disputes. One of the highest-profile cases concerns whether states and local governments may ban assault-style rifles such as AR-15s, with challenges coming from Connecticut and Cook County, Illinois. Gun rights advocates argue that these weapons are commonly owned and protected by the Second Amendment, while government officials describe them as military-style firearms that pose serious public safety risks.The Court will also hear a voting rights dispute over Arizona rules that would impose stricter proof-of-citizenship requirements for voter registration and allow removal of suspected noncitizens from voter rolls. A lower court blocked parts of that law after finding that they conflicted with federal voter registration protections. Another case involves whether certain immigrants with criminal convictions can be held for long periods during deportation proceedings without receiving bond hearings. The Trump administration is asking the Court to uphold that detention policy, while a lower court found that prolonged detention without a hearing can violate due process. The Court will also consider a religious rights case from Colorado involving Catholic groups that want an exemption from nondiscrimination rules tied to a state preschool funding program. That case adds to the Court's ongoing disputes over how to balance religious liberty claims against LGBT anti-discrimination protections. The term will also include business-related cases involving ExxonMobil and Suncor, Apple and Epic Games, and PepsiCo.US Supreme Court to hear gun, LGBT, voting rights cases in next term | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Rekordjagd beim Dax und magische 26.000 Punkte, Übernahmefantasie bei Easyjet und die Hoffnung auf eine Sonderdividende bei Conti. Außerdem geht es um Foxconn, Nvidia, Lufthansa, Ryanair, Airbus, Brookfield, SK Hynix, Micron Technology, PepsiCo, Delta Air Lines, Levi Strauss, TSMC, Volkswagen, GEA, Repsol, Bank of America, UBS, JPMorgan Chase, Goldman Sachs, Spotify, Walmart, Ford, Ionis Pharmaceuticals, Moody's. 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Resumen de la semana 26 del 2026 y lo que se viene TRADING DAY: 5 Técnicas para Operar Earnings 3T2026 - Lunes 06 de Julio. Mas info Aquí!
We welcome Steve Phillips, CEO coach and strategic planning veteran with over 25 years transforming the way companies grow, lead, and win. Former SVP at a billion-dollar organization, he's the behind-the-scenes architect trusted by Microsoft, PepsiCo, Boeing, and the LA Clippers, and the author of 7 published books on leadership and organizational performance.In this sharp, no-fluff conversation, Seb and Steve dismantle the way most entrepreneurs think about goal setting, starting with the uncomfortable truth that it actively destroys 25% of people. Steve shares his full business-planning framework live, walks through the real strategic plan he built for the Clippers when Ballmer first took over, and closes with a hands-on demo that proves, once and for all, why a realistic, challenging goal will always outperform one that's too easy or too hard.Topics DiscussedWhy goal setting only works for 75% of peopleWhy solopreneurs are holding 5 or 6 jobs at 20% capacityThe complete business planning framework: vision, mission, values, purpose, and value driversWhat actually makes your company more valuable (it's not revenue)The LA Clippers case study: a real strategic plan from Steve's offsiteWhy McKinsey-style top-down planning fails and the alternative that worksMassive action, habit stacking, and the neuroscience of visualizationWhy corporate bonuses are wired to produce sandbagged goalsThe live can demo: physical proof that a 50/50 goal always outperforms the restConnect with Steve on LinkedInConnect with Sebastian on InstagramSebastianNaum.com
Can you tell us about your journey? What first drew you into eCommerce and analytics and how did those early experiences shape the way you approach digital transformation today?You've worked across so many countries and markets. What have you noticed about consumer behavior? Does it really change a lot or are there surprising similarities everywhere?At PepsiCo, you lead eCommerce Strategy and Transformation for the GCC. What has been the most exciting part of driving digital change for a global brand in that region?How do you approach connecting eCommerce with other parts of the business at PepsiCo, like marketing, supply chain, and overall business strategy, especially in a fast moving consumer goods environment?Looking forward, what excites you the most about the future of eCommerce and digital transformation at PepsiCo and beyond
If your custom manufacturing business or signage shop is still spending valuable shop hours milling, setting up, and hand-placing substrates into strict physical jigs, you are flushing profit straight down your facility's floor drains.In this episode of The AC Method, Aaron Clippinger sits down with Jason, the CEO of Auto Tran, to tear down outdated methods holding custom shops back. Jason reveals how they combined automated conveyor setups with printhead-mounted camera vision to erase the need for traditional jigs entirely. Now, you can drop parts onto a moving line at any angle, and the software corrects the alignment matrix in milliseconds.They break down the extreme cost of printhead strikes, the development of specialized "high-drop" waveforms that clear 16mm of safe space, and how continuous single pass systems are outputting 50+ custom parts a minute for massive commercial clients like PepsiCo.
What if the real threat of AI isn't that it replaces your job — but that it slowly replaces you? In this electrifying episode of The Brain Vault Podcast, Larry sits down with Derek Rydall — bestselling author, founder of the Whole New Human Movement, and host of the globally recognized Emergence podcast — for one of the most expansive conversations we've ever had about human potential, identity, and what we're really here to become. After a near-death experience shattered his understanding of success, Derek spent decades bridging ancient wisdom with modern neuroscience to answer one question: what makes us truly irreplaceable? In this episode, you'll hear: Why AI is the greatest existential crisis and the greatest evolutionary opportunity we've ever faced What the ancient Sanskrit meaning of "human" reveals about who you actually are How the Oracle of Delphi's "Know thyself" was never an affirmation — it was a warning Why your conditions don't determine your destiny, but your character does The race car driver principle that explains why you keep hitting the same walls Why knowledge is not power — and what to do with it instead This conversation isn't just about surviving the AI revolution. It's about finally becoming who you were always meant to be. Connect with Derek at derekrydall.com and grab his book A Whole New Human on Amazon. ABOUT DEREK RYDALL Derek Rydall is the bestselling author of A Whole New Human, The Abundance Project, and Emergence. He is the founder of the Whole New Human Movement and the host of the globally recognized Emergence podcast. Derek bridges ancient wisdom and modern science, drawing on decades of study in psychology, neuroscience, spirituality, and creativity. His work has been forged through profound personal transformation, not theory alone. ABOUT LARRY OLSEN Larry Olsen is a Two-Time Vistage Speaker of the Year and Fortune 50/500 Executive Performance Advisor with 40+ years of client work at Toyota, PepsiCo, Starbucks, Harley-Davidson, Honda, American Airlines, State Farm, Frito Lay, Lexus, and Tropicana. He is the author of Get a Vision and Live It! and the founder of Performance Driven Neurology. IF THIS LANDED FOR YOU The next step is Larry's Brain Hacks Intensive. It is a guided practice that walks you through the foundational mindset shifts Larry teaches Fortune 500 executives. Brain Hacks Intensive: https://neuromindedcollective.com/brain-hacks-challenge CONNECT WITH LARRY Website: larryolsen.com LinkedIn: linkedin.com/in/larry-r-olsen CONNECT WITH DEREK RYDALL Website: DerekRydall.com YouTube: Legendary Life, Derek Rydall Podcast: Emergence Latest Book: A Whole New Human: 10 Ways We Must Evolve to Survive and Thrive in the AI Age SUBSCRIBE FOR MORE New episodes of the Brain Vault Podcast publish every other Wednesday. Yours in growth, Larry
Kyle Matthews sits down with Ricky Silver, CEO of Daily Harvest, to discuss how one of America's fastest-growing healthy food companies is changing the way people eat.Ricky shares his unconventional journey from studying chemistry at Skidmore College and pursuing a PhD at NYU to becoming a personal chef, working in PepsiCo's research and development division, leading innovation at Vita Coco, and ultimately becoming CEO of Daily Harvest following its acquisition by Chobani.The conversation explores what it takes to build a mission-driven food company, why healthier eating has become unnecessarily complicated, how Daily Harvest sources ingredients from around the world, and the leadership lessons Ricky has learned while scaling a rapidly growing business.In this episode, you'll learn:• Why Daily Harvest believes healthy eating should be simple • How Ricky transitioned from chemistry into the food industry • What he learned during his years at PepsiCo and Vita Coco • Why Daily Harvest chose to expand beyond smoothies • The surprising story behind rescuing "imperfect" bananas from Ecuador • Why food safety is the foundation of Chobani's culture • How Ricky became CEO and helped lead Daily Harvest through its acquisition by Chobani • Leadership lessons from competitive sports • Why the best managers are "kind, not nice" • The importance of curiosity, accountability, and building high-performing teams
We like to think our buying decisions are completely rational and deliberate. The truth is that most consumer behavior is driven by subconscious perception and invisible mindstates that leaders completely miss. When we design brand strategies for the logical mind, we miss the actual human experience. Our next guest spent years inside PepsiCo unlocking how consumers really think. Now he is helping brands blend behavioral science with artificial intelligence to fundamentally change how we communicate. What You'll Learn in This Episode Why all brand decisions start emotionally before the rational mind attempts to justify the consequence How to elevate traditional consumer research by mapping functional goals to higher aspirational identity The critical difference between efficiency artificial intelligence and effectiveness technology in modern brand strategy Why customer segmentations fail when they evaluate static attitudes instead of dynamic situational mindstates How iconic organizations earn creative liberty by helping their audience achieve their very best day Episode Chapters (00:00) Intro (01:31) The Reality of Thirty-Five Thousand Daily Decisions (03:47) Moving From Squishy Emotional Marketing to Goal Theory (06:42) The Car GPS Analogy for Consumer Behavior (08:41) Defining the Temporary Mindstate Overlay (12:01) The Complexity of Shifting Consumer Roles (15:57) Lessons Learned From the True North Campaign Failure (19:11) Priming and the Five Guys Friday Night Phenomenon (21:36) Balancing Efficiency Versus Effectiveness in Artificial Intelligence (25:16) The Spotify Disco Ball Logo Tension (27:58) Show Wrap Up and Connect Points About Will Leach Will Leach is a behavioral scientist, marketing strategist, and the founder of Mindstate Group. A former PepsiCo executive, he has spent decades helping organizations understand how subconscious perception shapes customer decisions. Will specializes in the intersection of behavioral science, branding, and artificial intelligence, teaching brands how to look past traditional demographics to uncover the hidden motivations of their audience. He is also the author of Marketing to Mindstates, a definitive guide exploring the psychological reasons behind why customers choose what they choose. What Brand Has Made Will Smile Recently? A brand that has made Will smile recently is Spotify. He observed the massive marketplace tension and public opinion surrounding their recent temporary icon shift to a disco ball. Will noted that brands are stored in minds as emotional predictions rather than visual assets, and he smiled because Spotify has earned the creative liberty to experiment after twenty years of helping users reach their music aspirations. Resources & Links Connect with Will on LinkedIn. Check out the Mindstate Group website. Listen & Support the Show Watch or listen on Apple Podcasts, Spotify, YouTube, Amazon/Audible, TuneIn, and iHeart. Rate and review on Apple Podcasts and Spotify to help others find the show. Share this episode — email a friend or colleague this episode. Sign up for my free Story Strategies newsletter for branding and storytelling tips. On Brand is a part of the Marketing Podcast Network. Until next week, I'll see you on the Internet! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Josh and Lauren break down the heat, the hype, and the massive industry shifts happening at the 73rd Cannes Lions International Festival of Creativity. We explore how Hollywood views the creator space, why restrictive brand briefs are officially dead, and the new tools creators need to know about.What you'll learn:-- Why brands like PepsiCo are shifting resources to influencer management and open-ended briefs.-- The critical difference between creators, influencers, and personalities.-- Why comparing YouTube views to Nielsen television ratings is a massive mistake.-- How Facebook's reimagined Creator Studio is using AI to separate business and creator tools.00:00 Introduction & Cannes Heat02:02 Is Cannes a Corporate Boondoggle?05:31 The Rise of the Creator Track08:12 PepsiCo's Creator Strategy Shift12:26 Tubefilter & Comscore Roundtable12:58 Creators vs. Influencers vs. Personalities16:36 YouTube Views vs. Nielsen Ratings22:31 Facebook Creator Studio Returns26:48 Hot Ones Spinoff on NetflixCreator Upload is your creator economy podcast, hosted by Lauren Schnipper and Joshua Cohen.Follow Lauren: https://www.linkedin.com/in/schnipper/Follow Josh: https://www.linkedin.com/in/joshuajcohen/Original music by London Bridge: https://www.instagram.com/londonbridgemusic/Edited and produced by Adam Conner: https://www.linkedin.com/in/adamonbrand
Dr. David Burkus' forward-thinking ideas and bestselling books help leaders build high performing, cohesive, engaged professional teams. A former business school professor, David now works with leaders from organizations across all industries, including PepsiCo, Fidelity, Adobe, and NASA--and he's also authored multiple bestselling books--including a new one, Best Team Ever, which published this year. In this classic episode, David joined host Robert Glazer on the Elevate Podcast to discuss the strategies for leading, developing, and building high-performing teams. Thank you to the sponsors of The Elevate Podcast Shopify: shopify.com/elevate Framer: framer.com/elevate Indeed: indeed.com/elevate Northwest Registered Agent: northwestregisteredagent.com/elevate Whatnot: Search "Whatnot" in the app store to download Fanvue: fanvue.com Learn more about your ad choices. Visit megaphone.fm/adchoices
P.M. Edition for June 8. Pepsi has rolled out 35 driverless trucks to ship Cheetos, Doritos, and other products on the public roads in Arizona. Journal reporter Esther Fung took a ride in one. Plus, a judge invalidated the Trump administration's $100,000 fee for new H-1B visas. And as the World Cup kicks off across 16 North American cities this week, occupancy rates in U.S. hotels are lagging behind. We hear about the reasons why from WSJ real estate reporter Kate King, and what it means for the economic boost cities were hoping for from the World Cup. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices