Author Nicola Twilley discusses her new book Frostbite, exploring the evolution of modern refrigeration and its relevance to current technologies. The podcast also covers Amazon's $2T milestone, Walgreens & Nike's disappointing earnings, and stocks to watch like Disney and Itron.

Reporter William Cohan discusses Paramount's future after rejecting a buyout. Topics include Chewy's surge, Amazon's retail strategy, and reaching a $2 trillion market cap. They explore Paramount's executive changes, failed deals, and potential sale amidst rumors. Insights on stock market volatility, short squeezes, and Amazon's AI ventures.

2024 brought uncertainty for FedEx, but 2025 looks promising. Rivian-Volkswagen partnership in EVs, FedEx's cost focus pays off. CFO of Paycor talks about payroll market and NFL stadium investment thesis.

Jason Moser and Robert Brokamp discuss Starbucks entering the energy drink market and Apple's future headset plans. They also cover Carnival Cruise Line's earnings and retirement planning strategies, emphasizing the importance of safe assets and guaranteed income options in portfolios.

Discussing the potential impact of weight-loss drugs on ResMed's dominance in the sleep apnea market, RXO's acquisition of Coyote Logistics from UPS, and the beneficial partnership between Target and Shopify. Exploring the value of lifetime-customer relationships for companies like Apple and Costco, emphasizing the importance of customer loyalty for long-term success.

Ron Gross, Director of US Investing at The Motley Fool, discusses his journey in finance, emphasizing lessons learned from past crises and key attributes for successful analysts. Topics include investing during the 2008 recession, navigating emotions in financial crises, maintaining optimism in investing, and exploring hobbies like cooking and playing musical instruments.

Discussion on the $50 billion AI industry spend, $3 billion revenue return, non-Mag 7 companies using AI, company spending wisely on AI. Exploring AI models' rate of improvement, Gartner Hype Cycle, companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

Nvidia's dominance in the market is discussed, along with concerns over top-heavy S&P 500 returns. An luxury-fashion IPO and AI impact on Accenture are highlighted. Fawn Weaver shares the story of Uncle Nearest whiskey brand. Stocks on the radar include Old Dominion Freight Line and McCormick.

Bill Mann and Mary Long discuss turnaround plans for Cracker Barrel, while Alicia Alfiere explores Coupang's success in the e-commerce market. Topics include Nvidia's market value, listener ideas for Cracker Barrel revival, and KuPeng's dominance in South Korea. The episode also touches on company acquisitions and turnaround strategies.

The podcast discusses Fisker's bankruptcy and Wells Fargo's credit card bet. They also cover retirement distributions, target date funds, and commodities. Challenges in the electric vehicle industry and advice for automotive startups are highlighted. The Range Rover Sport review and strategies for early retirement funds and investment diversification are also discussed.