Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Tracy Alloway

๐Ÿ‘ค Speaker
1768 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

weather meaning bad weather you want to have bad weather is good weather for roofing so you want to have yeah you want to have sleet and a lot of hailstorms and hurricanes and tornadoes and i gotta tell you there's a lot of cognitive dissonance about that because for all my life i've watched television you see a hurricane like normal people unless you're a sociopath you feel bad you feel oh wow it's too bad that these people are getting their

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Wait, have you become a sociopath?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

No hell?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

No, but my point is this.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

If a normal person watches television and sees people's houses getting, roofs being blown off, usually you feel bad about that.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You feel compassionate.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You feel, oh, wow, it's too bad for them.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Yeah.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So there's a dissonance here because that's really good for the roofing business.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

One half of your brain is still a human and compassion and feeling bad for this.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

And the other side, you're, yeah, great, I got a storm.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Got a hail storm.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Isn't that fantastic?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

These people's roofs are all going to go flying off.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

We're going to get more business.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So the good or bad news, depending on your perspective, is in 2025, there really weren't any big storms.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

There weren't any named storms, big hurricanes, tornadoes.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So that was bad.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

And compounding on that, in the first quarter here,

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You had the bad kind of bad weather, which is snow and other bad weather that just slowed everything down, just stopped business, but didn't create any demand from roofs.