The Best One Yet
👠“HOLD Tory Birch” — Fashion’s stock market. Elon’s $1 Trillion Rihanna payday. The Capitalism Election. +Tom Brady’s cloned dog
06 Nov 2025
Chapter 1: What is the main topic discussed in this episode?
This is Nick. This is Jack. It's Thursday, the new Friday, November 6th, and today's pod is the best one yet. This is a T-Boy. The top three pop business news stories you need to know today. Yeti stocks are near all-time highs, and so are our full stomachs. Last night, we went to Little Original Joe's Pizza. Yeah, not to be confused with Joe's Pizza or Classic Joe's Pizza.
Yeah.
We also bumped into two Yetis. We did. What were their names? Carlos and Diego. Carlos and Diego. A couple great Yetis from Costa Rica now living in the Bay Area doing tag. We're going to Rad House, which is my favorite German-themed bike-friendly restaurant in San Francisco. You know what they say on Wall Street, Jack. Three fantastic stories for today's show. Jack, what do we got on the team?
For our first story, America just finished what we're calling the capitalism election because it all came down to the unholy trinity of American unaffordability. For our second story, hold Tory Burch, sell Gucci, buy Isabel Marant. Besties, the new Financial Flex is treating your fashion wardrobe like a portfolio. And our third and final story.
Tomorrow could be the biggest day of the year because Elon Musk could quit as CEO of Tesla. Because today, Tesla shareholders vote on his $1 trillion shareholder package. Whereas Rihanna would say... Better have my money. And if they say no, Elon says he's out. But yetis, before we hit that wonderful mix of stories. Fantastic mix of stories, Jack. Tom Brady has seven Super Bowl rings. Yes.
Three MVPs. Okay. Two ex-wives. Count them. And one dog. I'm sorry, Jack. I think you mean two dogs. No, I mean one dog. Yeah, but really two dogs because Tom Brady just cloned his dog. Get this. Remember that anti-extinction startup that's bringing back the dodo, the mammoth, and the saber-toothed tiger? Yeah, it's called Colossal. They're worth 10 billion bucks.
Jurassic Park-style company we did a story on. Well, it turns out Tom Brady is an early investor, and he's cashing in on some perks right now. Because just before his family dog Lua passed away sadly in 2023, Tom Brady snagged some of her blood.
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Chapter 2: What is the significance of the 'Capitalism Election'?
handed it to Colossal and said, one clone, please. That's right, besties. Tom Brady got Colossal to clone his pet. They copied and pasted his puppy. They doubled his doggy. Tom revealed it all in an interview on Tuesday with People Magazine. By the way, the new dog, the clone, it's named Junie. Different dog, same DNA, different name. That bark, though. Oh, it's the same bark.
Chapter 3: How should we navigate fashion investments in today's economy?
And on the same day that Tom revealed his pit bull mix is actually a clone... Colossal announced they acquired a pet cloning company. Because celebrities, they've been cloning their pets for years now. Apparently it costs about $50,000 to clone your pet, I heard. Not too shabby, 2017, Barbra Streisand cloned her dog.
Chapter 4: What does 'Hold Tory Burch' mean in fashion trading?
2022, Paris Hilton famously cloned her chihuahua. Jack reminds me of one of our most famous fundamental rules of business, P-U-P-P-Y. People ultimately prioritize puppies.
Yeah! Let's hit our three stories.
First, a quick word from our sponsor. For our first story, Democrats swept on Tuesday and it's being called the capitalism election because there's a pattern that explains this election, last year's election, and probably next year's election. What is it, Jack?
Chapter 5: How is Elon Musk's $1 trillion bonus impacting Tesla's future?
The unholy trinity of American unaffordability. But Jack, first, let me just read off the names of the big banks to you. We got Goldman Sachs, Morgan Stanley, Zoran Mamdani? Yetis, a majority of New Yorkers voted for a Democratic socialist named Zoran Mamdani to run the capital of capitalism. And it wasn't just New York's election.
In Virginia and New Jersey, voters overwhelmingly elected a Democrat in their governor's races. And in response to Texas gerrymandering their congressional districts earlier this year, Californians voted Tuesday to do the same. Now, interestingly, in each of these elections, predictions markets were correct, right, Jack? Yes. But Democrats won by even wider margins than expected.
However, it was in New York City's mayoral election that the New York Times called it the capitalism election. Because capitalism was basically on the ballot. I I mean, Jack, there's a couple of capitalist guys over here. How's capitalism been doing these days? Well, Gallup began polling Americans on their opinions of capitalism starting in 2010. Okay, and what kind of numbers are we looking at?
This year, just 54% of Americans hold a positive view on capitalism. That's down from 60% since 2010. Feels like a moment we can't press the cha-ching button, Jack.
True.
But besties, this leads to the biggest name among the election 2025 winners. And that name, again, Zoran Mamdani.
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Chapter 6: What are the implications of Tom Brady cloning his dog?
Like Bernie Sanders, Zoran calls himself a democratic socialist. And now he is governing Wall Street. Literally. Now, one key reason for his victory, it's the strategic use of social media. The successful use of social media. Zoran has 2.4 million TikTok followers. compared to Andrew Cuomo's 17,000. That's 150 times more.
But the key within that social media strategy was growing his audience with financial humor. Yeah, he coined the phrase halal-flation.
Yeah, yeah, the food trucks.
To express something every New Yorker understands. The white sauce used to be free, and now it's not free, basically. But now comes the hard part for Zoran, the governing. Right. Because if Zorin wants to raise taxes on New Yorkers earning more than a million dollars, and corporations as well, the mayor cannot do that without approval of the state lawmakers.
He will also need help with his rent promises. He wants rents to come down? That can't happen without the help of private real estate developers. Now, New York's financial elite did say that Mamdani's election would result in businesses and the wealthy leaving the city.
On that note, bizarrely, yesterday, Texas' governor, Greg Abbott, said he would impose a 100% tariff on any New Yorkers who want to move to Texas now. I mean, we're good people. We're good people. Yes, you are good people. But Florida is doing the opposite in this situation, which— Unsurprisingly, they're not just advertising their beaches.
They're advertising their 0% corporate and income tax rate. To try to get New York businesses to come south. So maybe when you add it all up, it could have just been a big bluff. Many Wall Street leaders right now, like Bill Ackman, have already congratulated Zoran Mamdani. After ripping on him and saying there would be an exodus if he got elected.
It looks like Wall Street may try to work with the mayor instead. But we're most interested in the winning political trend of the last three years that Nick and I have noticed. And we got an analogy for it. So Jack, what's the takeaway for our buddies who are everyone watching? the capitalism election. Groceries, rent, and healthcare. That's the unholy trinity of American unaffordability.
Yetis, the economy has always been a decisive political issue. But in the last 10 years, it's more specifically focused on affordability. 2024 was the grocery election. That's what we called it. Trump won on a promise to lower the price of eggs. 2025, what just happened this week, was the rent election. Zoran, he was laser focused on the rent in New York being too damn high.
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