Episodes

  • Ferrero, Kellogg, and the Return of the Breakup-Merger Cycle

    Ferrero, Kellogg, and the Return of the Breakup-Merger Cycle
    Aug 1 2025

    Emilie Feldman, Wharton Professor of Management, explores how recent M&A activity—such as Ferrero’s acquisition of WK Kellogg—reflects a recurring trend where companies separate high-and low-growth assets only to later reintegrate them, drawing parallels to past moves by Kraft, Heinz, and other consumer goods giants.










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    11 mins
  • How AI Is Reshaping Work and Higher Learning

    How AI Is Reshaping Work and Higher Learning
    Jul 30 2025
    Manav Raj, Wharton Assistant Professor of Management, shares insights on how AI is transforming job roles, challenging traditional degree models, and pushing both students and educators to rethink skills development in a shifting labor market.

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    9 mins
  • Jeremy Siegel on Inflation, Fed Policy, and Market Resilience

    Jeremy Siegel on Inflation, Fed Policy, and Market Resilience
    Jul 25 2025
    Jeremy Siegel, Wharton Emeritus Professor of Finance and WisdomTree Chief Economist, shares his outlook on economic growth, inflation, interest rates, and market resilience, addressing the impact of tariffs, the rise of AI, and the uncertain future of Federal Reserve leadership.

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    10 mins
  • Understanding Dynamic Pricing in Today’s Inflationary Climate

    Understanding Dynamic Pricing in Today’s Inflationary Climate
    Jul 23 2025
    John Zhang, Wharton Professor of Business Economics and Public Policy, discusses how firms use tariff-induced economic conditions to raise prices and explore dynamic pricing strategies, balancing profit motives with consumer perceptions and competition.

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    10 mins
  • How Business Leaders Are Misjudging AI’s Workforce Impact

    How Business Leaders Are Misjudging AI’s Workforce Impact
    Jul 18 2025
    Peter Cappelli, Management Professor at the Wharton School and Director of the Center on Human Resources, explains why bold predictions about AI-driven job loss often miss the mark, how financial pressures are influencing executive behavior, and why uncertainty—not automation—should be guiding future workforce strategies.

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    10 mins
  • Rebuilding Boeing: Engineering, Ethics, and Organizational Change

    Rebuilding Boeing: Engineering, Ethics, and Organizational Change
    Jul 16 2025
    Greg Shea, Adjunct Professor of Management and Senior Fellow at the Wharton Center for Leadership and Change, outlines how Boeing’s long-term shift away from its engineering roots has led to widespread reputational damage and organizational dysfunction—and what its leadership must do to repair both internal culture and external credibility.

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    10 mins
  • What the Reconciliation Bill Means for U.S. Households

    What the Reconciliation Bill Means for U.S. Households
    Jul 11 2025

    Kent Smetters, Faculty Director of the Penn Wharton Budget Model and Professor of Business Economics and Public Policy at the Wharton School, discusses the newly passed reconciliation bill—highlighting its projected $3.6 trillion increase to the national debt, minimal near-term economic growth, and long-term GDP decline, along with how the legislation may reduce resources for lower-income households.










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    10 mins
  • Automatic Enrollment, Tax Fears, and the 401(k) Surge

    Automatic Enrollment, Tax Fears, and the 401(k) Surge
    Jul 9 2025
    Olivia Mitchell, Professor and Executive Director of the Pension Research Council at the Wharton School, joins the show to discuss Fidelity’s latest data showing record-high retirement saving rates, explore the policy and psychological factors driving increased 401(k) participation, and examine how generational trends, employer incentives, and concerns over Social Security and national debt are shaping the future of retirement preparedness.

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    10 mins