Search · resolved
Which podcasts are discussing PEP?
13 ATTRIBUTED IDEAS · 12 EPISODES · 8 SHOWS
The shows
CNBC Fast Money
Eurodollar University
Barron's Streetwise
Marketplace
Motley Fool Money
The Compound and Friends
We Study Billionaires - The Investors Podcast Network
Wealthion - Be Financially Resilient
Where the discussion went deepest
8 JUL8 JULEURODOLLAR UNIVERSITY · 11:39
Walmart price cuts signal consumer demand destruction
“Walmart's broad price reductions indicate a severely weakened US consumer who is losing purchasing power and forcing disinflation through demand destruction.”
Walmart Is CUTTING Prices Because Consumers Are "Out Of Money"
Core thesis · 5/5Verify in source →
10 JUL10 JULEURODOLLAR UNIVERSITY · 00:22
Pepsi North American volume drops on consumer stress
“The podcast argues PepsiCo's North American beverage volume decline reveals structural US consumer demand destruction rather than healthy inflationary expansion.”
Pepsi Gives MASSIVE Warning Of Consumer Behavior
In depth · 4/5Verify in source →
9 JUL9 JULMOTLEY FOOL MONEY · 12:12
8 MAY8 MAYEURODOLLAR UNIVERSITY · 18:00
Labor market deterioration pre-dated energy shock
“The argument made was that the labor market downturn began in 2024/2025, with near-zero job growth in 2025, which forced consumer-facing companies to cut prices well before the recent energy price spike.”
McDonald's Reveals Americans Have Hit Their Breaking Point
In depth · 4/5Verify in source →
29 MAR29 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 22:00
Strong brands like Coke, Pepsi create quasi-monopolies
“The host argued that businesses like Coca-Cola and PepsiCo, despite operating in competitive markets, possess quasi-monopolistic advantages through powerful brands, scale, and distribution that are incredibly difficult for competitors to overcome.”
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
In depth · 4/5Verify in source →
7 AUG5D AGOBARRON'S STREETWISE · 7:30
Coke gaining cola market share from Pepsi
“The discussion highlighted Coca-Cola's market share gains in colas, particularly in the zero-sugar category, coming at the expense of Pepsi.”
The Bond Playbook. Plus, Coke’s Winning Formula.
Substantive discussion · 3/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.