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Chapter 1: How is the war impacting prices in the U.S.?
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Chapter 2: What are the implications of rising gas and diesel prices?
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Chapter 3: Why are fertilizer prices increasing and what does it mean for consumers?
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Today's number 10. That's how many grams of protein are in Buffalo Wild Wings Espresso Proteini, a cocktail infused with buffalo dry rub. Ed, let me give you a little advice on how to keep things fresh in your relationship. The next time your girlfriend asks you if you've loaded the dishwasher, say, of course, and take a sip of coffee from a vase.
How much would you have to be paid to drink the Buffalo Wild Wings espresso proteine?
For some reason, I got in my head that coffee was bad for you. So I never had a pill. I don't think I had. I think I went to the doctor three times before the age of 40. I just no external items whatsoever. I think that's why I don't get sick now. But anyways. Never had coffee. And oh my God, what have I been missing? It's fucking amazing. Coffee is amazing. But I'm highly sensitive to it.
So one, you would never find me at a Buffalo Wild Wings. Is that a restaurant? What the fuck is that? Yes. Never been to Buffalo Wild Wings? I've never been to Buffalo Wild Wings. It's a terrible place. Yeah, I've never been there. I'd go to Hooters, but I wouldn't go to Buffalo Wild Eggs. It's Hooters without the girls. Oh, that? Okay. That's like beach without the sand. What's the point?
By the way, Scott, where are you? I'm in Tulum, Ed.
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Chapter 4: How does OpenAI's shift in focus affect its business strategy?
Why? Why? That's a good question. I started coming here about... I did an annual trip with guys. My closest friend, Adam, who I've known for 50 years, my other friend, Augusto, who I've known for 25 years, and my friend, Scott Sabah, who I had known for 15 years, used to come here every year in March. And we stopped doing it because Scott passed a couple of years ago.
And we decided to come down again. So anyways, I'm in Tulum.
That's very exciting. Are you ready for the big day tomorrow?
What am I missing? What's the big day?
You didn't hear? It's my birthday tomorrow.
Oh. You're turning 27? Is that what it is, 27? That's right. 27, baby. It's going to be a big year. You know what I tell everybody? I'm not exaggerating. When anyone says, oh, I love Ed, I just go, he's 26. That's the most impressive thing about you is that you're 26. Let me tell you, 27, it's all downhill. Your prostate starts to blow up like a grapefruit.
Your dick doesn't work nearly as well, just so you know. At 27? Get ready to wake up in the middle of the night and go, do I need to pee?
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Chapter 5: What criteria should companies use to evaluate side projects?
I think the answer is yes.
I'm actually already there. I've been trying to figure out what it is. I think it's because I'm drinking too much coffee, but I'm getting up to go to pee at least once a night, sometimes twice a night. I've had nights where I go three times. It's quite concerning, to be honest.
You're peeing three times a night?
It's happened. It's happened. It doesn't happen, but it has happened before.
Huh. Is it after drinking or?
Yeah, it's after drinking.
Well, all I got to say is worth it. Worth it. Because when you're your age, you can go right back to sleep. When I'm up, like I get up, it's like, that's it. I'm awake. I'm awake. People think old people need less sleep. We don't. We just don't sleep well. I just walk around slightly tired all the time. Yeah, I'm jealous.
He's constantly grumpy.
Yeah, yeah. There's nothing that Tulum can't fix. Happy birthday. I think that's very exciting. I'm glad to see you finally got your professional life sort of on track. Sort of on track. We're a little worried about you, but yeah. We're going somewhere. Ed Elson, you're doing very well.
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Chapter 6: What priorities should the new Disney CEO focus on?
And I know you're a connoisseur of Las Vegas. So any advice, any tips? Where are you staying? We're staying at the Encore. Oh, that's the place to go.
And you'll meet a bunch of rich people from Texas. It feels a little bit lame, but it's hands down the best. The aria felt good, but it felt like very modern. It felt like if you got off on the wrong floor, you might wake up with stitches in your back and one less kidney. It feels very sort of dystopian. It's good, though.
It's good that you're going with, I'm a big believer in guys' weekends and girls' weekends. I just think that— Big guys' weekend. How many of you?
First one in a long time. I think it's 10 of us.
And here's the question. Is your girlfriend supportive or sort of making noises that she doesn't like these weekends?
She's supportive, but I'm not sure how much I believe her. She says she's supportive.
Uh-oh. Just start drinking coffee from a vase.
Way to bring it back.
My partner literally wants me out of the house as much as possible. She's in Courchevel right now and I'm in, where am I, Tulum. Anyways, just be awful to be around and it gets easier for them to let you go. Okay.
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Chapter 7: How can Disney leverage the clip economy to stay competitive?
Why would I even ask that?
Yeah, last girls weekend I went to was in the North Fork. It was delightful. I'm trying to get one going for Canada because I haven't been there yet.
And these are friends from college?
College, internships, all over the place, yeah.
And the key is your partner does not come, right?
No, that's not true. And it's not a girls' weekend. No, but the fun thing is that we're both girls. That's a great point. We all get to be friends together.
It's kind of a hack. It's impossible for me to respond to this. This is how the podcast ends.
Just cannot relate.
This is why we need to be gay, Scott. We could just do boys weekends forever.
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Chapter 8: What lessons can be learned from Disney's recent challenges?
Price of gas is skyrocketing. Price of diesel is skyrocketing. Americans are now spending $300 million more on gasoline per day compared to a month ago. And it appears that this is going to start trickling down into other things too. We talked about fertilizer prices, which are up. Freight prices are also up around 30%. Construction materials prices are up 30% as well.
I'm waiting for all of this to sort of come through in the bills themselves at the end of the month. We'll probably see higher food prices, potentially higher housing costs as well. In sum, it's not looking great on the inflation front. And it appears it won't improve until this Iran war is at least at an end in some capacity. What do you make of what's happening here?
As you know, I was more hopeful about military action than most people, but there's just no getting around it. It feels as if this shit is spinning out of control. And the ramifications are pretty immediate and pretty... How often have you heard the term fertilizer before? And now fertilizer costs are soaring.
It appears that the administration didn't do any real scenario planning around what happens if the Straits of Hormuz are blocked. And the markets were pricing in two rate cuts. That's gone away. So we're going to have higher borrowing costs for longer, elevated across the board for mortgages, car loans, credit cards, small business credit. And we're just talking about the economics here.
Obviously, we're not talking about the loss of life. But This has now potentially brought up a word that your generation has never even really had to deal with, and that's the idea of low growth and inflation, and it's called stagflation, which is nitro and glycerin. It's really a toxic term. cocktail. Real GDP growth has been revised down from 1.4 to 0.7% in Q4 2025.
At the same time, inflation is accelerating. The PPI rose 3.4% year on year last month, while core PPI jumped 3.9%. That's the biggest increase in three years. There's just no getting around it. You've been doing a lot of good work on this. I've been following your social feed, which could serve to me a lot. Let me just say a lot.
Look, the costs here are, what's interesting about this war is we don't talk about it as much in human terms. We talk about it more in economic terms, which I think is important, but it kind of goes to this notion that the idolatry of dollar and everything's about money now. But I look back on previous Gulf Wars and kind of Gulf I with, you know, George Herbert Walker Bush
30 nations, 70 billion, 62 billion paid back by our allies, UN resolution. That's what a coalition sounds like. And then W sort of had a coalition, mostly symbolic, UK troops, Australian troops, but mostly us. And then obviously that cost trillions of dollars and 4,500 US service men and women killed. This, we've decided it's us and Israel.
And it just goes to this basic notion that I think the fundamental mistake, The Trump administration is believing that cooperation is not the key to the West's prosperity. Anyways, your thoughts, Ed?
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