Fawn Weaver discusses the history and legacy of Uncle Nearest, a whiskey brand honoring the first African American master distiller in the US, Nearest Green. She shares insights on her book, Love and Whiskey, and the serendipitous events that unveiled a property tied to Green's history, now transformed into a bed and breakfast and potentially a whiskey brand. The chapter also delves into storytelling in American history, the growth of Uncle Nearest, the acquisition of a vodka company, strategies for product narratives, and predictions in the seltzer and RTD markets.
Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.
(:21) Ron Gross and Bill Mann discuss:
- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.
- An luxury-fashion IPO that wasn’t in Italy.
- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .
(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.
(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.
Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL
Host: Dylan Lewis
Guests: Bill Mann, Ron Gross, Fawn Weaver
Engineers: Dan Boyd, Austin Morgan
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