jennifer.walsh@morningbrew.com
For verified host and producer emails, sign up to view.
Episodes: 242
Frequency: Daily
Rating: 4.5/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
jennifer.walsh@morningbrew.com
For verified host and producer emails, sign up to view.
Ann Berry - Investor, board member, and former CEO who provides analysis of stock-market stories, trading trends, and business developments.
Ariel Cohen - Navan’s Disruption And Modernization Of Business Travel, Its Use Of Artificial Intelligence To Improve The Traveler Experience, Acquisition Strategy, Global Expansion, And The Convergence Of Business And Personal Travel.
Caterpillar Bulldozes into AI & How Situational Awareness Lost $35B
August 04, 2026
Episode 241: Today, Ann surveys Caterpillar’s record quarterly results, fueled by the data-center boom – and explains how the construction-equipment giant became yet another unlikely winner of the AI trade. Then, we spin through earnings from McDonald’s, Wayfair, Palantir and Kimberly-Clark. Finally, we unpack what really happened at Leopold Aschenbrenner’s Situational Awareness hedge fund, how it lost roughly $35 billion in asset value and why Citadel stepped in. Visit Schwab.com/Financia...
Visa Takes on Scammers & Weyerhaeuser Branches Out into AI
August 03, 2026
Episode 240: Today, Ann unpacks Visa’s $2.4 billion acquisition of fraud intelligence company BioCatch as the payments giant looks to combat increasingly sophisticated cyberattacks and AI-powered scams. Then, we spin through market headlines, including reports of a pharmaceutical mega-merger between AstraZeneca and Bristol Myers Squibb, earnings from Tyson Foods and Nissan, and Boeing securing FAA clearance for its smallest 737 Max after years of delays. Finally, we dive into Weyerhaeuser – t...
Why Hotels are Selling Experiences - Not Just Rooms (ft. Marriott International CEO)
July 31, 2026
Episode 239: Today, Ann is joined by Anthony Capuano, President & CEO of Marriott International, for a wide-ranging conversation about the future of travel, how AI could reshape hotel bookings, and the importance of Marriott's Bonvoy loyalty program. They also discuss whether the K-shaped economy is showing up in hotel demand, the rise of experiential travel and the leadership lessons that have guided Anthony's rise to the top of one of the world's largest hospitality companies. www.brewmark...
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings