Power Players with Brian Sozzi

Latest Episodes:

Automation is the future of fast food: Sweetgreen co-founder Nov 11, 2024

Show notes

Most in the fast food industry have had a challenging 2024. Many players such as McDonald’s have jacked up prices to compensate for higher worker wages, especially in California. That has sent consumers back to preparing their food at home in a bid to save money. Meantime, ingredient inflation has remained stubborn. Then there is Sweetgreen, which has notched several quarters of solid sales as its higher income diner embraces new menu items. The company has also stayed aggressive in opening new locations, while beginning to add robot food making machines to certain sites. Yahoo Finance executive editor Brian Sozzi talks with Sweetgreen co-founder and chief concept officer Nicolas Jammet. Sweetgreen has returned to stock market darling status after falling out of favor post a sizzling 2021 IPO. Jammet reveals his plans for Sweetgreen, and how a move to put robots in restaurants could unlock major growth for the company.

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 https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Nicolas Jammet joins Opening Bid

01:30-Sweetgreen founded by college friends

04:45-Reimagine fast food

11:30-Infinite kitchen evolution

17:20-Metrics on expansion

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Nicolas Jammet is the co-founder and chief concept officer of Sweetgreen. Having grown up in a NYC mom-and-pop restaurant set him up for a passionate future in food.

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Nvidia enters the Dow: why the stock could still double Nov 08, 2024

Show notes

The tech stock landscape may look quite different over the next four years of returning President Donald Trump. For one, AI regulation of some form will likely have to come from the Trump administration as the fast-moving technology was not clamped down on by the Biden administration. Is that regulation soft or anti-AI innovation? That’s one of the key questions investors will aim to figure out. At the same time, questions will swirl on if a Trump administration plans to move forward with a breakup of Google and possibly, others in big-cap tech. Yahoo Finance executive editor Brian Sozzi talks with EMJ Capital founder Eric Jackson. The pair dive into the outlook for market darling Nvidia and AI more broadly in the wake of Donald Trump’s historic White House Win. Trump’s win will also likely have ramifications for the big tech companies such as Microsoft and Tesla that dominate the popular Magnificent 7 complex. Is there one big name in tech that investors should own over another? Nvidia is also entering the Dow Jones Industrial Average, which may add further gains to the stock Jackson hints.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Eric Jackson joins Opening Bid

01:00-Looking at Nvidia in the wake of Trump's victory

05:50-Bullish on crypto

10:30-Trump tariffs won't stop Nvidia

16:40-Nvidia joins the Dow

18:20-Hot takes on Nvidia

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Eric Jackson is the Founder of EMJ Capital with a proprietary AI/ML-driven algorithm for selecting long/short tech equities.

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Election Special from Yahoo Finance: OPENING BID Nov 06, 2024

Show notes

Opening Bid joins forces with the rest of Yahoo Finance for this hour-long special election episode. In our Opening Bid segment, we focus on global market reactions to President-elect Trump's victory. Our panel of experts includes Truist Co-CIO & Chief Market Strategist Keith Lerner, Wind Shift Capital Founder Bill Blain, and State Street Global Markets Head of Equity Research Marija Veitmane.

In the full hour-long special, Yahoo Finance breaks down how Wall Street is digesting the results the morning after the 2024 election. Tune in as we bring the power of the Morning Brief, Opening Bid, and Capitol Gains and Yahoo News together to guide you through what you need to know about the market day ahead. You can watch this full hour-long special episode at https://finance.yahoo.com/video/dow-rises-investors-await-election-191637550.html

Key guests include:

Steve Sosnick, Interactive Brokers Chief Strategist
Doug Holtz-Eakin, American Action Forum President, Former Director of the Congressional Budget Office
Keith Lerner Truist Co-CIO & Chief Market Strategist
Bill Blain Wind Shift Capital Founder
Marija Veitmane State Street Global Markets Head of Equity Research
Andrew Romano, Yahoo! News Political Reporter
Meltem Demirors, Crucible Capital General Partner

00:00-Welcome to Yahoo Finance's election special

24:00-Opening Bid

36:00-Exit polls breakdown

45:00-Bitcoin high

52:00-Capitol Gains

Find more episodes of Opening Bid at https://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 Rachael Lewis-Krisky.

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Why stocks may get hammered if Trump wins Nov 04, 2024

Show notes

Election Day is almost here. And with that will come an end to one of the most divisive runs for the presidency in American history. Investors will be able to move on, hopefully putting more stock in a company's fundamentals than a Donald Trump post on Truth Social or an Elon Musk post on X, formerly Twitter. Moving on from the election will bring with it a host of inevitable risks and rewards for investors. Finding the rewards rather than the risks will be no easy achievement even for the most seasoned investor. Yahoo Finance executive editor Brian Sozzi talks at length with veteran investor, author, and founder of The Bear Traps Report Lawrence McDonald. McDonald – who is the author of the new book How to Listen When Markets Speak – outlines his biggest concerns about markets following the election. He also details areas of potential opportunity in the face of numerous fiscal and monetary challenges.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Larry McDonald joins Opening Bid

06:00-Talking tariffs

08:30-Debt ceiling coming in January

10:00-Giving Jerome Powell a 'D'

15:00-Trump vs Harris stock impact

22:00-McDonald's hot take

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. Our book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job."

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Inside the $1 billion Nike rival, Brooks Running Nov 01, 2024

Show notes

Brooks Running may not be nearly as large as Nike or New Balance, but that doesn’t mean its impact on the sneaker industry isn’t still strong. The company – founded in the early 1900s to sell ballet slippers and bathing shoes – continues to be the top sneaker choice for serious runners. To maintain its pole position in running, Brooks has released a host of new innovations such as the Glycerin Max Road Shoe for a pricey $200. But fending off upstarts in running such as On and to a lesser extent, Decker’s outdoor owned Hoka won’t be easy. A resurgence at struggling Nike under new CEO Elliott Hill may also pose a risk. Yahoo Finance executive editor Brian Sozzi sits down with new Brooks Running CEO Dan Sheridan inside the Nasdaq Marketsite in Times Square ahead of the New York City Marathon. Sheridan reveals his vision for Brooks Running a few months into the top job and what Nike’s many stumbles have meant to the company’s growth. The long-time Brooks executive also shares what it’s like to be owned by Warren Buffett’s Berkshire Hathaway.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Dan Sheridan joins Opening Bid

05:00-The engineering arms race of shoes

14:00-Reflecting on the competitors

17:45-Running market in China grows with middle class

22:00-Talking parent company Berkshire Hathaway

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

As the CEO of Brooks Running, Dan Sheridan takes the reigns after serving in leadership roles across the company since 1998.

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Inside the future of travel with David Marriott Oct 30, 2024

Show notes

The lodging industry is dominated by two iconic players: Marriott and Hilton. But only one of them has board-lebel family involvement to this very day: Marriott. Founded in 1927 by J. Willard Marriott, Marriott has grown into a global hotel colossus sporting 36 different brands, more than 9,000 locations globally and about 1.6 million rooms. Despite competition from newcomers in lodging such as AirBNB, Marriott continues to open new locations at rapid clip and innovate on the digital front. Sitting on that aforementioned board of directors from the Marriott family: the daughter of chairman emeritus J.W. Marriott, Jr. Deborah Marriott Harrison; J.W. Marriott, Jr. and new chairman, the son of J.W. Marriott, David Marriott. Yahoo Finance executive editor Brian Sozzi talks at length with Marriott chairman David Marriott. Marriott shares his vision for the family business, and how he will put his stamp on the iconic lodging company as chairman.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-David Marriott joins Opening Bid

01:30-Starting at the bottom, washing dishes

08:30-Surrounding yourself with smarter people

16:40-Looking ahead: the next 50 years of company growth

20:30-Why Marriott is looking at China and India

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

David S. Marriott is Chairman of the Board of Marriott International, Inc., the third chairman of the board in the company's 97-year history. Host Brian Sozzi personally loves David's Linkedin posts.

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Tesla stock entering its next growth wave: hall of fame analyst Oct 28, 2024

Show notes

Tesla founder Elon Musk is always full of surprises. His latest one came in the form of a surprisingly strong third quarter earnings report and very upbeat earnings call. Musk is full steam ahead, outlining a significant ramp in production for 2025 and eyeing the start of a ride-hailing platform. What’s more, Tesla continues to rake in big bucks from full-self driving technology and expects humanoid robots to be a large contributor to the business in the not too distant future. Yahoo Finance executive editor Brian Sozzi sits down for an in-depth conversation with Bank of America senior automotive analyst John Murphy. Murphy – who joined the Automotive Hall of Fame in 2023 – shares his bullish outlook on Tesla after the company shocked most on Wall Street with its third quarter earnings results. The veteran analyst is modeling for double-digit percentage sales and earnings growth in 2025 and 2026 as Musk’s efforts gain hold.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-John Murphy joins Opening Bid

01:00-Talking Tesla

09:00-Tesla semi truck outlook

13:00-How the history of transport impacts automotive's future

19:00-Humanoid robots, no longer futuristic

21:40-Who runs Tesla, if Elon steps into a Trump administration?

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

John Murphy is a Sr. Automotive Analyst at BofA Securities. He was recently inducted in the Automotive Hall of Fame having covered the automotive financial industry for over 20 years.

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Dude Perfect CEO armed to create 21st century media powerhouse Oct 25, 2024

Show notes

The traditional media industry continues to be disrupted by everything from new streaming networks to popular creators posting content on platforms such as YouTube. One of those disrupters the past 15 years has been Dude Perfect. The company was started by five friends who went to Texas A&M, and rose to fame for viral trick shot videos posted on YouTube. The company now boasts 60.5 million subscribers on YouTube and churns out a steady, broader array of content. Armed with a new $100 million capital infusion from Highmount Capital, Dude Perfect is gearing up for more unique programming and the build out of a new headquarters in Frisco, Texas. Yahoo Finance executive editor Brian Sozzi sits down for a chat with Dude Perfect CEO Andrew Yaffe. Yaffe joined Dude Perfect in October after eight years in leadership roles at the NBA. He is Dude Perfect’s first-ever CEO, and has big ambitions to create a new kind of media powerhouse.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Andrew Yaffe joins Opening Bid

05:30-Partnerships are lifeblood of content company

08:30-Fulfilling a need for family-friendly entertainment

14:50-Live sports are here to stay

18:00-Kid-safe streaming app

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Andrew Yaffe recently joined Dude Perfect as the company's first CEO and was previously an Former NBA executive .

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How this boardroom vet views the state of American leadership Oct 23, 2024

Show notes

What it means to be a good leader is rapidly evolving. The flow of information inside companies is traveling faster than ever before, and arriving to a more dispersed workplace. A more social media driven society is also changing how big businesses are viewed and how the leaders atop these companies should lead. That is in addition to businesses becoming more global in nature, bringing with it a unique set of challenges for the C-suite. Yahoo Finance executive editor Brian Sozzi sits down with former AT&T Business CEO Anne Chow. Chow – who spent 32 years at AT&T – currently sits on the boards of railroad giant CSX and industrial powerhouse 3M. The two discuss the future of leadership, the presidential election and how one should reconsider views on retirement.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Anne Chow joins Opening Bid

06:00-Talking industrial innovation

08:15-Culture is a competitive advantage

12:00-Called a DEI hirer professionally

19:20-'Rewirement' not retirement

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

As the first woman of color CEO in AT&T’s 140+ year history, Anne Chow led AT&T Business, a $35B global operating unit comprised of 35,000 people. Anne is currently Lead Director on the Board of Directors of FranklinCovey, serves on the Boards of Directors of 3M, and CSX. Anne Chow is also the author of "LEAD BIGGER: The Transformative Power of Inclusion"

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Why Nvidia is a generational investment Oct 21, 2024

Show notes

Nvidia’s stock is once again having a monster run, up about 13% in October alone. The advance has taken the year to date appreciation for the market darling to an astounding 180%. Underneath the surface, excitement continues to build on Wall Street about Nvidia’s new AI chip dubbed Blackwell. Sector analysts are chattering about a big positive fourth quarter surprise amid the initial rush of Blackwell demand. The chorus is growing that the fourth quarter will be the start of another impressive twelve month period for Nvidia as Blackwell production ramps. With new large language models being developed at a rapid clip, the bullishness on Nvidia makes a lot of sense. One of the more upbeat analysts on the Street is Bank of America’s Vivek Arya. Fresh off a notable price target hike on the stock, Arya joins Yahoo Finance executive editor Brian Sozzi to break down his analysis. Arya thinks Nvidia’s stock remains undervalued, laying out a compelling bull case to Sozzi.

Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Vivek Arya joins Opening Bid

02:45-Generational computing investment

06:20-Nvidia earnings growth prediction

13:15-Innovations roadmap

18:30-Disagreement with Intel's approach

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Vivek Arya is a Wall Street analyst for BofA Securities, focused on technology, semiconductors, and AI.

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