エピソード
-
The 2025 Toy Fair has come and gone from New York City. The annual event where toymakers show off their latest innovations for the year ahead saw several fun releases: Lego dropped a new Bluey set, Mattel (MAT) has gone all in on Masters of the Universe, and Hasbro (HAS) has released new interchangeable Nerf blasters. The event is set against the backdrop of tariffs from President Trump on China, which could hammer toymaker profits this year. So, how bad a hit are investors looking at here? Brian Sozzi sits down on the Opening Bid podcast with Hasbro CEO Chris Cocks. The Street gave Hasbro high marks recently for aggressive cost-cutting, which has more room to go — the company aims to slash $1 billion in costs by 2027. Its previous goal was $750 million. But Trump's tariffs could reduce American consumers' spending power by $46 billion to $78 billion every year they are in place, estimates the National Retail Federation (NRF). Nearly 80% of US toys are manufactured in China, according to industry trade group the Toy Association. Cocks shares how Hasbro plans to navigate tariffs and a growing cautiousness among consumers.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Chris Cocks on Opening Bid
01:20-Peppa Pig is pregnant
02:00-What makes a good toy?
06:30-Brands that grow with adults
12:30-A magical business (with Magic: The Gathering)
15:30-Tariffs & toys
21:40-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Chris Cocks is Chief Executive Officer of Hasbro and serves on its Board of Directors. Prior to being named Hasbro’s CEO, Chris was President of Hasbro’s Wizards of the Coast and Digital Gaming segment.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Cybersecurity player Okta (OKTA) is ending its reporting year on a high note. Fourth-quarter sales rose 13% from the prior year amid healthy demand for cybersecurity services. Adjusted earnings beat analyst estimates by four cents per share. For 2025, the company targets double-digit percentage profit growth despite economic pressures on small to medium-sized businesses. Yahoo Finance executive editor Brian Sozzi chats with Okta co-founder and CEO Todd McKinnon about the quarter and road ahead. McKinnon co-founded Okta in 2009 alongside Frederic Kerrest. Today, the company’s market cap stands at more than $15 billion. The company has ambitious innovation goals in identity management, a key plank in corporate tech stacks as AI agents begin to run amok. McKinnon reveals his plans to keep companies safe in the age of AI, and a host of leadership lessons some 16 years into his CEO journey.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Todd McKinnon on Opening Bid
02:30-Why AI might create problems in cyber security
07:00-Diving into earnings
9:45-First quarter outlook
14:50-Building Okta's culture
17:30-Going to battle: talking competitors
20:00-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Todd McKinnon is the Co-founder and CEO of cloud security company Okta, previously serving as a vice president at Salesforce.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
エピソードを見逃しましたか？
-
Music catalogs remain hot assets for acquisition by those financial powerhouses with the money to purchase them. Look no further than the sale of Bruce Springsteen’s catalog to Sony in 2021 for a reported $500 million. Brian Sozzi sits down on the Opening Bid podcast with Reservoir Media (RSVR) founder and CEO Golnar Khosrowshahi. Khosrowshahi is a veteran in the music industry, spending more than 17 years building up Reservoir through the acquisition of music catalogs and publishing outfits. Today, the company sits at the interaction of music and streaming media with an eye toward continuing to purchase catalog assets and earn royalties. Though risks to the business exist in the form of rising values for catalogs for legendary performers and the shift to AI generated music. Khosrowshahi shares her outlook for the music industry, and also her leadership journey growing up in Iran to running a major company today.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Golnar Khosrowshahi on Opening Bid
2:30-What do Joni Mitchell, John Denver, and voice of Lion King have in common?
6:15-Future of Streaming
11:40-Thoughts on Chappel Roan Grammy's speech demanding artists making a living wage
13:30-AI impact on making music
17:50-Future of good music
20:30-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Golnar Khosrowshahi is the Founder and CEO of Reservoir, a global, independent music company, with operations across music publishing, recorded music, and management. It is the first female founded and led publicly traded independent music company in the U.S. In addition to her role as Founder and CEO of Reservoir, Golnar serves on the boards of National Music Publishers’ Association, NMPA’s S.O.N.G.S. Foundation, Silkroad, and the New York Philharmonic.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
ZoomInfo (ZI) was bootstrapped in 2007 by founder and CEO Henry Schuck with $25,000 in credit card debt. The data intelligence play started its life by focusing on small to medium-size businesses looking for ways to connect with key contacts at larger companies and better understand customers. Today, the company has entered the AI age and is fresh off posting more than $1.2 billion in annual sales. The company could eclipse that level in 2025, according to new guidance shared this week on its earnings release. So, what’s next for this under-the-radar tech player? Yahoo Finance Executive Editor Brian Sozzi chats with Zoominfo founder and CEO Henry Schuck to discuss just that. Schuck shares lessons on how he has grown ZoomInfo, from mistakes to best lessons learned. He also dives into how ZoomInfo will be playing in the AI space against some of its biggest competitors.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Henry Schuck on Opening Bid
00:45-Preparing for an earnings call
06:31-How a business innovates with AI
11:27-Stock repurchase plan
15:00-Shaping a strong business
19:30-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Henry Schuck has served as Chief Executive Officer and Chairman of ZoomInfo (formerly DiscoverOrg) since founding it in 2007. Henry led ZoomInfo as it became the first tech company to go public during the COVID-19 pandemic. Including the company’s acquisition of Zoom Information in 2019, he has overseen 13 acquisitions in total. Prior to founding ZoomInfo, Henry was VP of Research & Marketing at iProfile, a sales intelligence firm focused on the IT market.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Nvidia mania has returned to markets. Shares of the $3.2 trillion market cap chipmaker reversed losses and were up nearly 3% in early trading on Thursday as investors digested a host of Nvidia earnings headlines. In its earnings release on Wednesday evening, Nvidia said it expects gross profit margins of 70.6% to 71% in the first quarter as it contends with the production ramp-up of its new Blackwell chip. That initially drove concern in the markets about peak AI demand, and perhaps peak Nvidia hype. Nvidia execs sought to push back on the bears on its earnings call. "We're going to have to continue to scale as demand is quite high, and customers are anxious and impatient to get their Blackwell systems," Nvidia founder and CEO Jensen Huang said. Huang teased several new powerful chips set to be unveiled at the company's March 17 GTC conference. In a special Nvidia themed episode of Opening Bid, Yahoo Finance executive editor Brian Sozzi sits with EMJ Capital founder Eric Jackson and a16z general Partner Anjney Midha to dive into multiple areas of Nvidia. Jackson shares his views on Nvidia as a trade, while Midha unveiled a powerful force likely to drive Nvidia’s business for the next decade.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Nvidia special on Opening Bid
00:15-Dan Howley on key takeaways
04:00-Eric Jackson with Nvidia outlook
13:00-Anjney Midha shares state of AI infrastructure
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Daniel Howley is the Eddie & Ozzie award-winning tech editor at Yahoo Finance, reporting on a broad range of topics related to the business of Big Tech including the chip wars, artificial intelligence, antitrust matters, and more.
EMJ Capital Founder & President, Eric Jackson, is a tech and media investor with a non-traditional background for a hedge fund manager.
Anjney Midha is a General Partner at Andreessen Horowitz where he invests in AI, infrastructure, and open source technology.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Robinhood (HOOD) has been on one of the more blistering paces of innovation from the fintech space the last twelve months. The overarching goal? Make the platform way more than a place for a 22-year-old to trade GameStop. Think of a one-stop shop for stocks, crypto, retirement, and even credit cards. Brian Sozzi sits down on the Opening Bid podcast with the person leading the charge at Robinhood on these fronts, co-founder and CEO Vlad Tenev. The company has expanded into event contracts with a successful debut for the election — although efforts to wade into the Super Bowl were frowned upon by lawmakers. In January, the platform provider debuted futures and index options trading. The company has since released Robinhood Legend, billed as a sleeker platform that targets more sophisticated traders. Robinhood Legend allows up to eight charts open in a single window, and it could elevate various technical indicators such as Bollinger Bands. This as the Trump administration eyes stablecoin frameworks this year and explores the potential of a bitcoin reserve — both of which could be major tailwinds to Robinhood and competitors such as Coinbase.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Vladimir Tenev on Opening Bid
01:40-Building the Robinhood dream
05:00-Reflecting on family
10:04-What's next in crypto for Robinhood?
14:30-SEC ends crypto probe
17:12-The future of 24 hour trading
20:30-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Vladimir Tenev is the CEO and Co-Founder of Robinhood Markets and, since November 2020, has served as Chief Executive Officer and President of Robinhood Markets.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Nvidia earnings are coming in just a few short days, and you can feel the anticipation in the markets. If Nvidia can issue upbeat guidance, it could go a long way to shaking off DeepSeek concerns that rocked the market a few weeks ago. Subpar guidance would not be taken well by investors which continue to bid up the broader market to record highs. Brian Sozzi sits down on the Opening Bid podcast with Navallier & Associates founder and chairman Louis Navallier. The long-time money manager is known for recommending growth stocks that lean into fundamental analysis. Nvidia was one of Navallier’s earliest picks from the AI complex going back to 2019. He has continued to stay bullish on the market darling, going so far as to say it will be the stock of the next decade. So what’s Navallier’s thinking on Nvidia into earnings on Feb. 26? He discusses with Sozzi, and shares other top investing ideas on the AI juggernaut theme.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Louis Navellier on Opening Bid
02:40-Nvidia: "tail wagging the dog"
06:30-History of big stocks
14:15-Looking at a global recession
19:20-Google did not disappoint
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The market has taken a few punches this month in the form of non-stop headlines from the Trump administration. Concerns about policy chaos and tariffs has some investors wondering if the froth in the market needs to simmer down before putting new money to work. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with Russell Investments president and CIO Kate El-Hillow. Russell Investments has more than $330 billion in assets under management. El-Hillow thinks the AI trade remains one of the better ones to bet on, but there are other ways to do so besides current trending names. While the AI trades have remained generally solid in 2025, they have fluctuated at times amid rising concerns about Trump tariffs. El-Hillow says tariff risk is a real risk to markets and the bottom lines of companies. And what ends up happening with tariffs could influence the Federal Reserve, which, of course, will have ramifications for investors.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Kate El-Hillow on Opening Bid
00:15-Stocks of the Day: Gamestop, Nvidia, Palentir
02:10-Evaluating a questionably frothy market
05:00-Are people still excited about the Mag 7?
08:15-Tariffs and your portfolio
12:40-Diversification and alternatives
16:00-How to invest in private markets
20:00-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Kate El-Hillow serves as President and Chief Investment Officer for Russell Investments, the global investment solutions provider founded in 1936 with approximately $325 billion in assets under management. Based in New York, Kate oversees all aspects of the investment division including asset management, implementation, and research to deliver overall client investment solutions.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Bausch + Lomb said this month it had explored taking the company private with a third-party buyer. No deal was reached as a consortium of private equity firms TPG and Blackstone reportedly backed out. Bausch + Lomb (BLCO) said it would not pursue a transaction at this time. But it reiterated a view that a full separation from Bausch Health Companies (BHC) is still the goal. Bausch Health Companies owns 88.4% of Bausch + Lomb. So what’s next for the the healthcare icon? Yahoo Finance Executive Editor Brian Sozzi chats with Bausch + Lomb chairman and CEO Brent Saunders. Saunders is known as one of the biggest dealmakers in the pharmaceutical industry of the past 15 years. Saunders returned to Bausch + Lomb as CEO in March 2023. In May 2013, he was also the CEO of Bausch + Lomb, responsible for its $8.7 billion sale to Valeant Pharmaceuticals. He then took over as the CEO of Forest Laboratories. By February 2014, Saunders orchestrated a sale of the company to Actavis for $25 billion. He assumed the CEO position. From there in November 2014, he pulled off a $70 billion acquisition of Allergan and became its CEO. It's there where Saunders' star quickly rose in media circles, overseeing the commercial success of botox and doing battle with feared activist investor Carl Icahn. Saunders then sold Allergan to Abbvie (ABBV) for $63 billion in a deal that closed in May 2020. He says no deal is imminent for Bausch + Lomb.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Brent Saunders on Opening Bid
03:00-A vast career leading on route to CEO
06:30-Future of eye care industry
09:30-Consequences of our activities on our eye health
12:15-State of company: Bausch + Lomb
17:50-Health care industry outlook
20:40-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Brent Saunders is an American biopharma executive and entrepreneur who is the chairman and CEO of the health company Bausch + Lomb.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The Super Bowl is in the books, with the Philadelphia Eagles delivering a commanding win over the Kansas City Chiefs. Companies paid a steep $8 million for a 30-second TV spot, up from $7 million in 2024. Now, sports and media watchers can return to their regularly scheduled programming. That programming is of high intrigue. For one, rights deals for Formula 1 and the UFC are on the table in 2025. The UFC alone could command a $1 billion a year deal, more than double the one it currently has with Disney-owned ESPN. Media watchers will be looking out for whether both sports end up on streaming channels amid the struggles at legacy media giants.
In the meantime, the NFL can opt out of its rights deal with all media partners except for Disney after the 2028-2029 season. If they do opt out and head to a Netflix that is not hiding its appetite for live sports, it could alter the TV business forever. Yahoo Finance executive editor Brian Sozzi chats with longtime media executive David Levy about these tectonic shifts in the industry, especially on the sports front. Levy spent 32 years running Turner, leading its sports portfolio and even the Cartoon Network. Today, Levy is the founder and co-CEO of Horizon Sports & Experiences—which is making a bold bet on pickleball.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-David Levy on Opening Bid
02:30-What Superbowl numbers say about streaming
05:09-Changing times for established media like Turner, ESPN, ABC
08:50-Podcasters making money has nothing to do with TV
10:45-The rise of pickleball
13:30-Opportunities in women's sports
16:10-Reinvention of sports for programming like fantasy football
21:30-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Long regarded as one of the media industry’s most influential executives, David Levy currently serves as the co-CEO and founder of Horizon Sports & Experiences – HS&E. HS&E has a core focus on IP creation, and monetization, strategic advisory and consulting media rights, sponsorships, sales and experiential. Prior to HS&E, Levy served as President of Turner, offering content and advertising solutions to some of the most valuable brands in the world to audiences in sports, entertainment, news and children’s programming.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Amazon is one of the Magnificent 7 components managing to cling to gains this year, eclipsed only by Meta. The rest of the closely followed trading acronym is down, led by a plunge in Tesla. The gains on Amazon are interesting given how much it plans to spend on capex this year. Similar to Microsoft and Meta this earnings season, Amazon recently uncorked a whopper of a capital spending guide. It sees $104 billion in capital expenditures this year, well above analyst forecasts of $80 billion to $85 billion going into its earnings reports. The Street has opted to stay bullish on Amazon after its results and surprising guidance for two reasons. Most analysts have pointed to a sales reacceleration in the key Amazon Web Services (AWS) cloud business later this year, amid the company's aggressive spending. And two, the company is driving a good bit of efficiency out of its bread and butter retail network. But can the bullishness on Amazon be sustained? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Morgan Stanley managing director Brian Nowak. Nowak has an Overweight rating on Amazon’s stock. Part of Nowak’s call reflects what Amazon is working on in terms of robots, an element to the investment thesis not often discussed.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Brian Nowak on Opening Bid
01:40-Evaluating Amazon stock post-earnings
04:50-Alexa & AI
08:40-Is Meta's future looking bleak?
14:15-Deep dive into Amazon's robots
18:20-Competitive advantage
20:50-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
By bringing together strategic insights on how consumer Internet companies and leading platforms are changing and monetizing consumer behavior, and incorporating big picture themes into detailed models Brian Nowak leads the Morgan Stanley Internet research team in crafting actionable insights for clients.
Brian Nowak disclosures for companies mentioned in episode:
Amazon.com Inc: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
Meta Platforms Inc: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes
Learn more about your ad choices. Visit megaphone.fm/adchoices -
On paper, the US economy continues to chug along three weeks into the Trump presidency. The January jobs report showed a solid 143,000 jobs created. Inflation is stable. And big cap tech companies such as Amazon and Meta continue to invest aggressively to build out AI infrastructure. While these are positive reads on the economy, it’s certainly not too hard to see the dark clouds forming on the horizon. President Trump has thrust the US into trade wars with China, Mexico and Canada. That stands to reignite inflation and possibly bring rate hikes from the Fed back on the table. Yahoo Finance executive editor Brian Sozzi chats with Apollo Global Management chief economist Torsten Sløk to get his read on the tariff situation. Do tariffs tip the economy into a short-term recession and the markets into a fresh tailspin? Slok also serves up his economic predictions for the rest of 2025.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Torsten Sløk on Opening Bid
03:30-Impact of tariffs on GDP
06:30-The trade war s**t show
12:45-An inflationary call that stands out
16:45-Why do things look more expense?
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Torsten Sløk joined Apollo in August 2020 as Chief Economist and he leads Apollo's macroeconomic and market analysis across the platform.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The Travis Kelce brand continues to hit "New Heights." And it’s not just because he is dating pop icon Taylor Swift! Kelce will go down as one of the best tight ends in NFL history. With that title, Kelce continues to rake in commercial dollars from big brands wanting to hitch their names to his success and personal brand. Kelce’s return to the Super Bowl this year against the Philadelphia Eagles will only strengthen his hand with partners who want to work with him.
But none of this would have been possible without the men beyond the curtain since day one, Kelce's talent and portfolio managers Andre and Aaron Eanes, co-founders of A&A Management Group. Yahoo Finance Executive Editor Brian Sozzi sits down with both of them to hear how they manage the brand that is Travis Kelce, as well as his growing financial empire. The brothers also have their own fascinating story and company that could inspire up-and-coming entrepreneurs.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Andre and Aaron Eanes on Opening Bid
03:00-Evaluating the business in sports
04:50-Investing like Travis Kelce
11:00-Rise of athletes as investors
21:30-The importance of brand value
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Andre and Aaron Eanes are brothers from Cleveland, Ohio who established their full service sports and entertainment management company A&A Management in 2012, working with stars liike Travis Kelca
Learn more about your ad choices. Visit megaphone.fm/adchoices -
The retail sector felt somewhat well, having had a successful 2024 holiday shopping season. Many of the players in the space were looking forward to unemployment staying low and the Federal Reserve pausing rate hikes as key tailwinds to consumer spending in 2025. Then came the start of a trade war by returning President Donald Trump.
The implementation of China tariffs stands to rattle retail supply chains and raise costs, which could hammer profit margins. Bottom lines could also be hurt if price increases related to tariffs get rejected by shoppers. Yahoo Finance Executive Editor Brian Sozzi chats with BMO Capital Markets analyst Simeon Siegel about which retailers are most exposed to tariffs. Should investors stay away from these names? The two also discussed the turnaround taking shape at Nike (NKE) under the new CEO, Elliott Hill. Key to the turnaround for Nike will be a better product to take on the likes of Decker’s Outdoor (DECK) and ON Running (ONON).
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Simeon Siegel on Opening Bid
1:25-We're focusing too much on tariffs
3:55-Defining inflation
6:10-We're in a trade-war, how should Nike and Lululemon respond?
10:07-Sell us on Nike's comeback
14:00-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Simeon Siegel is BMO Capital Markets' Managing Director & Senior Analyst, specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Few companies have had the same impact on society as tech giant Microsoft (MSFT). Co-founded by Bill Gates and Paul Allen, the company fundamentally changed how work was done with the invention of Windows. Decades later, the company is back shaking up the world order again amid the AI boom. Microsoft has a lucrative stake in ChatGPT developer OpenAI. It’s powering businesses with the release of Microsoft Co-Pilot. The company has swallowed up a giant acquisition in video publisher Activision Blizzard with relative ease, while also leveraging insights from a LinkedIn business purchased several years ago.While Gates is no longer involved with the company day-to-day, he remains its spiritual adviser, so to speak. He also remains tremendously active in next-generation technology and trying to cure diseases via the Gates Foundation (formerly the Bill & Melinda Gates Foundation). But what is the story behind Gates, who is viewed as one of the most transformational leaders of the past fifty years alongside Apple co-founder Steve Jobs? In Gates' new book titled “Source Code," he aims to pull back the curtain on his childhood and rocketship rise to fame during his Microsoft years. Yahoo Finance Executive Editor Brian Sozzi sits down with Gates to drill into the book, as well as get Gates’ views on the future of AI, quantum computing, and healthcare.Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.Thoughts? Questions? Fan mail? Email us at [email protected]:00-Bill Gates on Opening Bid00:30-Reflecting on new book "Source Code"06:30-Early days with Intel and Microsoft09:30-Learning to code12:00-Leadership at Microsoft15:30-Drugs with Paul Allen16:00-The beginning of Silicon Valley21:00-Nvidia, AI, and quantum computing26:00-Public health outlookYahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.Bill Gates needs little introduction; but here's the legend anyway. Bill Gates is a technologist, business leader, and philanthropist. In 1975, he co-founded Microsoft with his childhood friend Paul Allen and today he is chair of the Gates Foundation. Bill is the founder of Breakthrough Energy, an effort to commercialize c lean energy and other climate-related technologies, and TerraPower, a company investing in developing groundbreaking nuclear technologies. Learn more about your ad choices. Visit megaphone.fm/adchoices
-
One of the hottest stocks in the world, surprisingly, isn’t AI darling Nvidia (NVDA). It’s actually Brinker International (EAT), which owns the restaurant chain Chili’s. How has the company regained relevance with an eating public that loves to order food from their mobile phones? Well, it starts by improving the food quality at the chain and aggressively marketing it. The company has also doubled down on its value offerings while also investing in new kitchen equipment to serve food faster. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with the marketing wiz driving the turnaround at Chili’s, CEO of Brinker Kevin Hochman. What’s next for Chili’s? Hochman says to think ribs and fajitas, done better.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Kevin Hochman on Opening Bid
03:20-Cost cuts to save their way to profits
04:00-Elevating the guac
08:30-How do they brand these crazy names?
13:20-Growth focused on new locations
18:30-AI and automations in the restaurants
22:00-Eating with your competitors
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Kevin Hochman serves as Chief Executive Officer and President of Brinker International, Inc., one of the world’s leading casual dining companies and home of Chili’s® Grill & Bar, Maggiano’s Little Italy® and two virtual brands: It’s Just Wings® and Maggiano’s Italian Classics™. He is also President of Chili’s and a member of Brinker’s Board of Directors.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model maker that competes with OpenAI and Meta (META) has called into question the computing power that's needed to drive AI innovation. It has also raised concerns about whether the US is behind China in the great AI race. Yahoo Finance Executive Editor Brian Sozzi digs into this hot topic with Snowflake CEO Sridhar Ramaswamy. Snowflake’s technology is a key enabler of large language models, so the company has a prime seat to how fast the sector is moving and how. Ramaswamy shares his perspective on DeepSeek, and looks to put to bed the views Snowflake is being left behind in the AI race.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Sridhar Ramaswamy on Opening Bid
02:15-DeepSeek rocks the AI community
07:15-Who else could rock the AI market?
11:20-How is Nvidia coping
16:15-AI guardrails and regulations
19:20-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Sridhar Ramaswamy is an Indian-American computer scientist and executive. He is the CEO of cloud-based data-warehousing company Snowflake Inc. since February 2024.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Markets have had a case of whiplash in January. Rising bond yields weighed on stocks earlier in the month. Then optimism spread in markets as Donald Trump officially returned to the White House. And now, the likes of JP Morgan CEO and billionaire investor Ray Dalio are warning that stock valuations have gotten too inflated. Not to mention DeepSake fears hammering markets and AI darling Nvidia. Yahoo Finance executive editor Brian Sozzi chats with Carlyle Group head of research Jason Thomas as markets eye February. Thomas has been vocal that the Federal Reserve should be less restrictive in its policy after a series of rate hikes. Whether the Fed gets that message at its closely watched meeting this week is to be determined. Thomas is calling out concentration risk in the markets as Nvidia, Meta, Amazon and Microsoft continue to dominate the weighting in the S&P 500. Is it time to head to the hills on these stocks this earnings season as each look to ramp up spending on AI projects? Thomas reveals his team’s latest thinking.
Find Thomas' full Carlyle report here: https://www.carlyle.com/sites/default/files/2025-01/5_questions_for_2025.pdf
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Jason Thomas on Opening Bid
00:30-Stock of the day: Nvidia
03:00-What's next in AI?
07:00-Toss Nvidia in the trash?
12:30-Tariff impact on markets
19:30-Global stocks to watch
21:00-HOT TAKE
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Ask most stock pickers on Wall Street and they will likely agree that the financials are some of the best bets for 2025. The Trump administration is likely to ease regulations on capital requirements for the banks, freeing up more funds for dividends and buybacks. Deal-making could return in force amid the de-regulation backdrop, lifting the lucrative investment banking industry. And markets may stay solid, allowing banks to cash in on trading activity across bonds and stocks. Morgan Stanley CEO Ted Pick says he sees a host of tailwinds for the banking giant this year, but acknowledges there could be a few bumps along the way. He talks on the Opening Bid podcast with Yahoo Finance executive editor Brian Sozzi at the World Economic Forum.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Ted Pick on Opening Bid
00:50-How AI impacts the business of relationships
02:00-Secret sauce for making deals
06:30-Deregulation and margers under Trump
07:45-Investor insights
10:00-Let's talk generational wealth
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Ted Pick is Chairman and Chief Executive Officer of Morgan Stanley. Before becoming CEO in January 2024 and Chairman in January 2025, Mr. Pick served as Morgan Stanley’s Co-President, Co-Head of Firm Strategy and Head of the Institutional Securities Group, overseeing Investment Banking, Equities, Fixed Income, Global Capital Markets and Research.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Bridgewater Associates founder Ray Dalio has been warning about government debt levels and their implications for years. He is doubling down on his concerns in a new episode of the Opening Bid podcast with Yahoo Finance executive editor Brian Sozzi. Dalio thinks global economic growth is at risk unless leaders such as US President Donald Trump get a handle on bloated debt levels. He chats with Sozzi from the World Economic Forum in Davos, Switzerland.
Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.
Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.
Thoughts? Questions? Fan mail? Email us at [email protected].
00:00-Ray Dalio on Opening Bid
00:50-Upcoming book: "How Countries Go Broke"
05:50-Trump tax cuts
10:30-Insights for investors
16:20-Interest rate changes
18:45-Crypto and alternative currencies
22:40-Leadership lessons from Ray Dalio
Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.
Raymond Dalio is an American investor and hedge fund manager who founded Bridgewater Associates in 1975. He has served as the firm's CEO, CIO, and Chairman, and has been credited with shaping the firm's culture and innovative approaches to investing. His new book "How Countries Go Broke: Principles for Navigating the Big Debt Cycle, Where We Are Headed, and What We Should Do" is set to come out in September, 2025.
Learn more about your ad choices. Visit megaphone.fm/adchoices - もっと表示する
