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Toby Howell

👤 Speaker
36743 total appearances
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Appearances Over Time

Podcast Appearances

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

But in insane, like the fact that we're saying salami gate at all, in conjunction with the biggest bank in the world, just the fact that we're saying the word salami gate, and then the biggest bank in the world, it's just not a good look for JP Morgan.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Meanwhile, Jamie Dimon has said, JP Morgan is doing really well right now.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They have a lot of excess cash on their book right now.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

And they say, we may be looking into an acquisition in the $20 billion range.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

So you have three headlines going simultaneous right now.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Jamie Dimon saying, we want to buy something for $20 billion.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Then you have this sexual assault case.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

And then you have the salami plate as well.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

So just a lot of weird optics around JP Morgan right now.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

I implore you to watch it.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

It was the biggest explosion I've ever seen on camera.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

And people were filming the explosion from their planes landing in Orlando Airport.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Imagine looking off to your right and you just see this massive fireball in the sky.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Right.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

It literally was that level.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

New Glenn is way behind schedule at this point because they were supposed to fly June 4th carrying 48 Amazon Leo satellites.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Amazon is so far behind in the race to create this Starlink competitor.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They need at least 24 Blue Origin launches to get up to the FCC requirement of how many satellites you need in orbit to offer internet connection to a lot of people.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

So that doesn't help with that.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

But the big thing here is not actually losing the rocket because you can rebuild a rocket relatively quickly in a few months these days.