Opening Bid Unfiltered

Sometimes figuring out the best way to invest your money is to look back at your mistakes and those of others. The reality is there is no one person that could accurately pick winning stocks day in and day out, or even over time. That may not be the vibe you hear in certain areas of investing such as on X or TikTok, or in the financial blogosphere. Investing remains tough, with so much information coming at you literally around the clock. The only way to get better is to be disciplined and live in a constant state of learning. Do those things, and you may have a better-than-average chance at wealth-building success. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid podcast with money manager and longtime financial blogger Barry Ritholtz to discuss his new book called: How Not to Invest: The Ideas, Numbers and Behaviors That Destroy Wealth – and How to Avoid Them. Ritholtz is the co-founder and chairman of Ritholtz Wealth Management and has seen his fair share of investing mistakes over decades. In many cases, he has written about them on his blog as if to chronicle history’s biggest investing mistakes. The two discuss his new book and the biggest issues facing markets right now.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 yfpodcasts@yahooinc.com.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Sharon Price John, the long-serving CEO of Build-a-Bear Workshop, shares insights on the company's impressive reinvention in a challenging retail landscape. She discusses the brand's success in opening new stores and targeting international markets, despite the hurdles posed by Trump tariffs on Chinese goods. John also highlights the importance of innovative products and maintaining a strong workplace culture to foster customer loyalty. Her leadership approach offers a unique perspective on adapting to changing consumer habits and economic pressures.

Gary Cohn, IBM Vice Chairman and former Director of the National Economic Council, shares insights on the economic landscape shaped by tariffs and inflation concerns. He offers a fresh perspective on tariffs as a tax that fuels inflation, contrasting with the Trump administration’s stance. Cohn discusses the potential impacts of reciprocal tariffs on upcoming economic decisions and delves into the tech sector, particularly AI's role in transforming businesses. He emphasizes the need for clarity in market regulation to restore investor confidence.

Vivek Arya, a seasoned semiconductor analyst from BofA, shares insights on Nvidia's current market struggles despite groundbreaking advancements in AI chips. He discusses CEO Jensen Huang's attempts to reshape narratives around demand amid competitive pressures from firms like DeepSeek. Arya also offers a vivid recap of the recent GTC conference and analyzes the implications of leadership changes at Intel. Furthermore, he delves into the burgeoning field of quantum computing and its potential impact on the semiconductor landscape.

Much has been said about Chipotle (CMG) and Starbucks (SBUX) in restaurant circles over the past year. Chipotle finds itself with a new CEO in Scott Boatwright, who is looking to ramp store growth to a new level. And as he said on Yahoo Finance’s Opening Bid podcast, possibly bring more robots into its kitchens!As for Boatwright’s former boss Brian Niccol, he finds himself with the biggest challenge in an illustrious restaurant career — as a CEO at Starbucks trying to rejuvenate the coffee serving icon.One story that has gone under the radar is the reinvigoration of Wendy’s (WEN) under CEO Kirk Tanner. Tanner just passed his one-year mark at Wendy’s and fresh off an investor day, it’s clear he has big goals for an iconic American fast food chain founded by Dave Thomas. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Tanner to discuss his plans for the chain, including an aggressive pace of new store openings, AI powered drive-thrus and doubling down on breakfast.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 yfpodcasts@yahooinc.com.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia had a little bit of everything for investors at its annual GTC event on Tuesday afternoon. For one, there was great theater such as CEO Jensen Huang donning his trademark black leather jacket while giving out t-shirts from a t-shirt blaster. There were also a lot of large numbers tossed around, especially a prediction of the AI infrastructure buildout reaching $1 trillion by 2028. The company even took the wraps off a host of more powerful chips to hit the market in the next few years in Blackwell Ultra and Rubin. Yet, Nvidia’s stock declined 2% by the close of trading despite what was a reaffirmation of the Nvidia growth story. So what gives here with the world’s most important stock? Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with EMJ Capital founder Eric Jackson. Jackson shares his latest thinking on Nvidia and whether the bull run is poised to return…and when.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 yfpodcasts@yahooinc.com.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Ross, Head of Technical Analysis at Evercore ISI, brings over 30 years of market expertise to the discussion. He delves into the recent turmoil affecting stocks like Nvidia and Tesla, emphasizing the importance of technical analysis in navigating volatility. Ross shares insights on market valuation, predicting future trends, and the emotional aspects of trading. He also discusses the surprising resilience of European assets amid U.S. concerns, making for an engaging conversation filled with actionable trading ideas.

More than two months into the year, one thing is abundantly clear: the Trump administration is going to make things very interesting for investors the next four years. Team Trump has wasted no time slapping additional tariffs on China, and likely new ones soon on Canada and Mexico. Levies on the European Union could be next. The tariff barrage has consumers growing concerned about higher prices for goods and services. Markets are worried about the impact to Corporate America. This as geopolitical risk to stocks is elevated amid an uncertain conclusion to the Ukraine/Russia war. A government shutdown is a real possibility soon, too. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with one of the most prominent names in government, Republican Senator from Texas Ted Cruz. Cruz sits at the intersection of many of these issues. Texas is a major trader partner with Mexico and Canada. He has led one of the fastest growing states in the country in part because of big tech expansions. Cruz weighs in on the Trump administration’s policies and shares his economic outlook.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 yfpodcasts@yahooinc.com.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets are having a terrible year, there is no other way to hide it. Once hot tech stocks like Tesla (TSLA) have turned into laggards and investors have rotated into defensive names in the healthcare and consumer staples space. Yahoo Finance Executive Editor Brian Sozzi talks with Edward Jones CEO Penny Pennington. Pennington joined Edward Jones as a financial advisor in 2000 just before the tech stock meltdown, rising the ranks to lead the financial services giant in 2019. It’s a critical time to be a leader atop a giant wealth manager. For starters, the new Trump administration has injected major volatility into all sorts of markets around the world. Stocks in the US have cratered, especially momentum names such as Nvidia (NVDA) and Palantir (PLTR). At the same time, baby boomers are reaching retirement age each day. That brings with it a host of new challenges from planning for post-work investing to transferring wealth to offspring. Pennington shares her perspective on these huge drivers of the wealth management industry.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 yfpodcasts@yahooinc.com.Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Langston Sessoms Learn more about your ad choices. Visit megaphone.fm/adchoices

Tariffs stand to hammer the profits of many consumer products companies in 2025. Execs at these companies are actively moving production out of China and into other Asian regions to contain costs. But the hit to profits from tariffs will be felt no matter what for companies that already have slim profit margins. Yahoo Finance executive editor Brian Sozzi chats with Newell Brands CEO Chris Peterson. Peterson has been hard at work since taking over as CEO in 2023 restructuring the consumer products giant, which makes everything from Rubbermaid food containers to Graco baby carriages. A lot of the work by Peterson is coming under the spotlight as president Trump aims to slap Mexico, Canada and China with tariffs. Newell Brands has been moving production back to the US from China. It has one of the largest US manufacturing footprints amongst its competitors. Still, tariffs are likely to weigh on the company’s profit margins as it continues to do a chunk of business in China and Mexico. This as the lower income consumer that buys a lot of its products are being more cautious in their spending after years of inflation.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 yfpodcasts@yahooinc.com. Learn more about your ad choices. Visit megaphone.fm/adchoices