Topic: Quarterly Earnings

Speculation arises that COVID-19 vaccinations will become a permanent annual or even quarterly requirement, mirroring the business cycles of pharmaceutical companies. Germany's new vaccine passport system, which requires a booster every three months to maintain "up-to-date" status, is cited as a precursor to this global trend.

Leaked audio of Starbucks CEO Howard Schultz suggests he is blaming "episodic chaos" from the Trump presidency for a decline in consumer sentiment. The hosts interpret this as a defensive move ahead of a potentially poor quarterly earnings report and suggest shorting the stock.