Best Retail Intel Podcasts (2025)

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Ep. 56: Sit Still Kids Salon 33:37

16d ago33:37

33:37

Send us a text This week on Retail Intel, host Brian Sheehan sits down with the amazing Amy Leclerc, Co-Owner and President of Franchising at Sit Still Kids Salon. 🎧 Tune in as Brian explores how Sit Still is revolutionizing the niche kids' salon industry—creating inspiring and imaginative experiences for children and their families. Amy shares her…

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The Market’s Final Hurdle… And Housing Sector Slump 5/22/25 43:51

7h ago43:51

43:51

Markets fading late in the session as investors digested President Trump’s tax bill passing in the House. Was it the final hurdle on the path to new highs? Where Morgan Stanley’s Mike Wilson sees stocks heading next and where he’s seeing the most opportunity. Plus, the housing sector slumping as April home sales drop to the slowest pace for that mo…

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Senior Housing Market 2025 with Ernie Anaya 25:28

11h ago25:28

25:28

Ernie Anaya, President of the Senior Housing Group at Bull Realty, joins Michael bull to discuss senior housing performance and strategies for investors, developers, and operators. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource:…

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Markets Sink as Yields Spike, and OpenAI Scores a Big Win Against Apple 05/21/25 43:39

1d ago43:39

43:39

Stocks closed near session lows as long-term yields hit more than one-year highs. A disappointing 20-year bond auction a catalyst for the action. Plus OpenAI announcing it’s buying the startup helmed by long-time Apple exec Jony Ive. What it means for both companies. Fast Money DisclaimerBy CNBC

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Is the dollar on the brink of losing its reserve status? 59:34

1d ago59:34

59:34

Moody’s downgraded the U.S.'s credit—what that means… Will the dollar lose its currency reserve status? … Coreweave's (CRWV) rapid rise… The 2 must-haves of successful retailers… Is Target (TGT) a buy after reporting earnings? … And noteworthy 13Fs. In this episode: Moody's downgraded the U.S.'s credit—what it means [3:46] Will the dollar lose its …

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Elon Musk Weighs In… And Fed Survey Results 5/20/25 43:47

2d ago43:47

43:47

Tesla CEO Elon Musk covering a broad range of topics with CNBC’s David Faber. What he had to say about the EV maker’s planned robotaxi rollout, his stint as CEO, and how DOGE is faring. Plus, stocks may have turned a corner since their lows, but have the odds of a recession done the same? The latest results from CNBC’s Flash Fed Survey, and the out…

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JPMorgan CEO Jamie Dimon Weighs In… And Trump Sounds Off On Walmart 5/19/25 43:42

3d ago43:42

43:42

JPMorgan CEO Jamie Dimon weighing in on tariffs, trade, succession plans, and more. Why he sees investment banking revenues declining, and the economic uncertainty weighing on his outlook. Plus President Trump sounding off on Walmart, as the retail giant announces tariff-fueled price hikes. Why he’s telling them to “eat it”... and the broader tarif…

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Consumer and Retail’s Reality 28:14

5d ago28:14

28:14

Send us a text In this episode I talk mainly about The big macro: - CPI, Core CPI, PPI, Consumer Sentiment, Powells Speech, and Retail Sales Earnings: - WMT, and ONON Additionally talk about 2 M&A deals: 3G Capital acquiring Skechers, and Dicks Sporting Goods acquiring Foot Locker. Focus is mainly on consumer and retail.…

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Fast Money 5/16/25 43:48

6d ago43:48

43:48

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money DisclaimerBy CNBC

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Restaurants & Real Estate with Darren Tristano 28:11

7d ago28:11

28:11

Darren Tristano with Foodservice Results joins broker Michael Bull to discuss restaurant performance, rent-to-revenue trends, and what types of restaurants are doing well. Other topics include the impact of tariffs, immigration policy, and consumer confidence. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commerc…

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The massive energy lie that's costing us trillions 56:53

7d ago56:53

56:53

Dr. Scott Tinker dismantles energy myths in this eye-opening interview—covering EVs, renewables, nuclear power, and global energy poverty. Hear the real data behind the headlines and discover what the future of energy means for investors and the world. In this episode: One of my most eye-opening interviews EVER [0:16] Welcome, Dr. Scott Tinker, wor…

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Fast Money 5/15/25 43:55

7d ago43:55

43:55

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money DisclaimerBy CNBC

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Fast Money 5/14/25 43:52

8d ago43:52

43:52

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money DisclaimerBy CNBC

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The China trade deal takes a recession off the table 51:33

8d ago51:33

51:33

In this episode: Trump's big week: China trade deal, ceasefires, and more [3:15] The China deal removes the risk of recession [10:47] The next AI boom will take place in this country [15:47] Stocks poised to rally on the U.S.-China trade deal [20:41] Why the current environment is perfect for big banks [23:00] Buy this AI pure play on a pullback [2…

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Fast Money 5/13/25 43:52

9d ago43:52

43:52

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Fast Money DisclaimerBy CNBC

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Building Better Answers With AI Agents: SAP’s Walter Sun 34:53

9d ago34:53

34:53

The suggestions and support offered by AI are helpful only if they’re relevant. On today’s episode, Walter Sun, senior vice president and global head of artificial intelligence at SAP, joins Sam and Shervin to share how his organization is helping employees get smarter about artificial intelligence through the company’s AI Days. Additionally, Walte…

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Stocks Surge On Tariff Cuts… And Trump’s Drug Pricing Executive Order 5/12/25 43:43

10d ago43:43

43:43

Stocks surging across the board after the U.S. and China agreed to temporarily slash tariffs. The sectors and stocks seeing the biggest moves, and what the news means for the Fed’s rate policy. Plus Drugmakers on the clock, as President Trump signs an executive order aimed at lowering prescription drug cots. How the pharma space is reacting, and wh…

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The Amazon Of... 24:27

13d ago24:27

24:27

Send us a text In this episode I talk about The big macro: - Fed interest rate decision, strong labour market, the lack of a need for premature rate cuts, Trump vs Powell. - Strong demand for 10 year note auction, no disruption to global order, strength of the US economy, UK/US trade deal, potential China deal and more. Earnings: - PLTR, AMD, and C…

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Trump Floats China Tariff Cut… And Cargo Theft Threatens The Supply Chain 5/9/25 42:59

13d ago42:59

42:59

President Trump suggesting a cut to China tariffs ahead of trade talks this weekend. The impact the move could have on negotiations, and what one U.S-China policy expert sees coming for the trade war. Plus… Google wraps up a rough week, all the major chip news moving semi stocks, Expedia signals trouble in travel demand, and how criminal gangs are …

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REIT Commercial Real Estate Outlook with David Auerbach 23:23

14d ago23:23

23:23

Will REITs capitalize on acquiring properties in '25 before rents escalate in '26? How are REITs performing and how might you work with them? Join broker Michael Bull as he interviews David Auerbach, CIO with Hoya Capital about the market and REITs today. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial A…

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President Trump Unveils UK Trade Deal Framework… And The Next Move In Pharma 5/8/25 43:03

14d ago43:03

43:03

President Trump unveiling the framework for a trade deal with the UK, his first since the ‘reciprocal’ tariff pause. How those details will impact broader markets. Plus, the latest move in Alphabet after yesterday’s search drama, and what a “most favored nation” policy means for drug pricing and stocks. One top health care analyst weighs in. Fast M…

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Apple And Alphabet Dip, China Stocks Falter, And Disney’s Whole New World 5/7/25 43:53

15d ago43:53

43:53

Apple and Alphabet dip after one top exec weighs in on the AI/search engine revolution. What one tech analyst sees in store for the industry, and if there’s any reason to be bullish on the group. Plus, China stocks slide despite stimulus and a rate cut, as President Trump holds steady on tariffs. And the whole new world for Disney as the media gian…

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Buy this AI stock on any pullback 59:17

16d ago59:17

59:17

Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k. In this episode: Highlights from my boots-on-the-ground research trip [1:17] Will we see rate cuts this summer? [9:10] What to expect…

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Fed Decision On Deck… And Novo Nordisk Gears Up To Report 5/6/25 43:52

16d ago43:52

43:52

Another key Fed decision on deck, as the recent stock market bounce loses steam. What to expect from Fed Chair Jerome Powell, and what it will mean for the market’s next move. Plus Earnings season in full swing, and Wegovy-maker Novo Nordisk is ready to report. Why one top healthcare analyst is eyeing potential tariff risks and political overhang a…

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Oil Drops To 4 Year Lows… And Hollywood’s Tariff Threat 5/5/25 43:48

17d ago43:48

43:48

Oil prices drop to 4-year lows as OPEC+ agrees to hike output. Why one top energy analyst sees crude crumbling to $40 per barrel before pumping higher. Plus Ford reports earnings, Skechers laces up to go private, and Trump takes aim at movie studios with new tariff threats. How Needham’s Senior Internet and Media Analyst Laura Martin sees it impact…

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S7 Episode 3: AI Guardrails: Navigating the Ethical Future of Technology 34:54

17d ago34:54

34:54

What happens when we prioritise innovation over ethics in AI development? For the 100th episode of the Digitally Curious Podcast, Kerry Sheehan, a machine learning specialist with a fascinating journey from journalism to AI policy, explores this critical question as she shares powerful insights on responsible AI implementation. Kerry takes us on a …

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Big Tech Earnings Help Ease Recession Worries 32:50

18d ago32:50

32:50

Send us a text In this episode I discuss macroeconomic data that came out: JOLTS, Consumer Confidence, GDP, PCE/Core PCE, Unemployment rate, Non farm payrolls. I also discuss earnings of "Big Tech/Mag 7": Microsoft [MSFT], Meta [META], Apple [AAPL], Amazon [AMZN].By FinanceNow

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Stocks Close Out Another Strong Week, And Why the Oracle of Omaha May Be Seeing a “Buy” Signal 5/2/25 43:47

20d ago43:47

43:47

Major markets rallied on Friday after a stronger-than-expected jobs report and news that Beijing might be paving the way for trade talks. Can the momentum continue? Plus investors descending on Berkshire Hathaway’s annual meeting this weekend. And the legendary value investor may be seeing a signal that markets are cheap right now. Fast Money Discl…

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Apple and Amazon Earnings Roll In, Eli Lilly Tanks, And Markets Brace For Jobs Report 5/1/25 43:08

21d ago43:08

43:08

Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management’s Gene Munster joins to break down the key takeaways from the day’s big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho’s Jared Holz digs into the details, and where the pharma space is heading next. Plus, how …

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Meta And Microsoft Earnings Roll In, GDP Drops, And Tariff Impact On Retail 04/30/25 43:41

22d ago43:41

43:41

A slew of earnings roll in with Meta and Microsoft among the names reporting. Deepwater Asset Management Gene Munster joins to dig into where he sees tech heading next. Plus, markets tumble after a surprise GDP result, Telsey Advisory Group CEO Dana Telsey on the retail impact of tariffs, and how Starbucks is faring after their disappointing result…

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Get exposure to one of these 4 energy names 38:52

22d ago38:52

38:52

Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin. In this episode: Frank is on a research trip to Denver [0:25] What caused Spain to go dark for 24 hours? [1:52] The …

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Trump’s Second First 100 Days… And Auto Tariff Reprieve Description 04/29/25 43:50

23d ago43:50

43:50

President Trump notching his second First 100 days in office, and with stocks seeing their worst start to a term since Richard Nixon, will there be even more downside ahead, or can the climb back continue? And pumping the brakes on auto tariffs. How the White House is stopping a “stacked” tax, and what it means for the automakers scrambling to get …

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International Interest in U.S. Real Estate with Gunnar Branson 35:50

23d ago35:50

35:50

Join Michael Bull and Gunnar Branson a they explore the surprising results of the Q1 AFIRE Pulse Report. This 30 year report surveys international investor's interest U.S. real estate. Considering the current utility in capital markets, the results are positive, with increased allocation to acquire assets. Discussions include sectors and cities of …

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Upcycling and Upskilling With AI: Goodwill's Steve Preston 26:37

24d ago26:37

26:37

Many of us know Goodwill Industries International as a retailer that accepts and resells donated goods. What the average consumer may not know is that the nonprofit takes in over 5 billion pounds of goods each year — and not all of it can be resold. For those unwanted or unviable items, the organization can either look into recycling or upcycling, …

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Big Tech On Deck, A Transports Warning… And Foreign Money At Risk 4/28/25 43:35

24d ago43:35

43:35

Big tech earnings are coming up and top tech analyst Dan Niles says the bar has been raised for the group. Where he sees the space heading next. Plus, Why transport stocks are flashing warning signs, prices hikes from China retailers, a bearish call on pharma, and why foreign investors could pull out of U.S. assets. Fast Money Disclaimer…

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Peter Lynch is backing this undervalued AI disruptor 35:18

25d ago35:18

35:18

In this episode: DigiPower X (DGXX) is a hidden gem in today's market [0:20] Introducing Michel Amar, CEO of DigiPower X [3:17] DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59] DigiPower has a massive head start on its competitors [14:17] Why this debt-free revenue machine is so undervalued [16:33] How management takes care of its sh…