The Best One Yet
Episodes
🍿 “1-click movie” — OpenAI’s Hollywood video. Hershey’s orphan school. Brian Chesky’s 1:1 meeting hate.
11 Dec 2024
Contributed by Lukas
Hershey stock surged 20% on acquisition talks… but family drama can block the whole deal.OpenAI just launched Sora: text-to-video Gen AI… It’s t...
🫶🧾 “Eras Tour receipts” — Taylor Swift’s concert payday. Disney’s doubling cruise line. DeBeers’ industrial diamonds.
10 Dec 2024
Contributed by Lukas
After 149 concerts, Taylor Swift’s Eras Tour just ended… and we got the financial receipts.Disney is doubling its cruise line… because Disney Cr...
🥃 “A Bar Song Biz” — Shaboozy’s economic ballad. Lululemon’s “newness”. Google’s weather channel.
09 Dec 2024
Contributed by Lukas
Lululemon’s stock jumped 19% Friday because it’s obsessed with one word… “Newness.”Shaboozy’s “A Bar Song” just set a music record… ...
👨❤️💋👨 “He took me to Chick” — Chick-fil-A’s dating lesson. Bitcoin’s $100K moment. Uber’s Christmas carols.
06 Dec 2024
Contributed by Lukas
Chick-fil-A is the top restaurant for 1st dates… and women love it, on one financial condition.Microstrategy owns 2% of all the world’s Bitcoin…...
📖 “Holy Profit” — The Bible’s sales surge. Spotify Wrapped’s AI stunt. South Korea’s econ underdog.
05 Dec 2024
Contributed by Lukas
Bible sales are up 22% this year... even though religion is down (we’ll explain).South Korea declared (and then undeclared) Martial Law… so we’r...
😼 “New car, who dis?” — Jaguar’s rebrand controversy. The Manly Nurse Surge. Bravo’s real estate app.
04 Dec 2024
Contributed by Lukas
Jaguar finally unveiled its epicly rebranded car… but was the publicity worth the price?The number of male nurses in America has tripled… and they...
💔 “Princess *not* falling in love” — How Moana beat Frozen. The Ringtone’s resurgence. Aldi’s genius grocery.
03 Dec 2024
Contributed by Lukas
Moana 2 set a Thanksgiving movie record… Here’s Moana’s 4-part strategy to melt Frozen.Aldi is the fastest-growing grocery store in America… b...
🥜 “PB & Profits” — Uncrustables’ $1B sandwich. The Mullet Stock Market. Klarna’s AI Ozempic.
02 Dec 2024
Contributed by Lukas
Uncrustables is close to $1B in annual sales… Biggest fan of these PB&J snacks? NFL players. How to explain stocks? We have a “Mullet Mar...
The Best Idea Yet 🌶️Sriracha: From Refugee to Billionaire
27 Nov 2024
Contributed by Lukas
Follow our The Best Idea Yet, our 2nd podcast series, to get episodes like this every week:https://wondery.com/links/the-best-idea-yet/ Chances a...
👒 “Martha Stewart Inc.” — Martha’s media mastery. The new Treasury Sec. Thanksgiving finance convos.
26 Nov 2024
Contributed by Lukas
25 years ago, Martha Stewart IPO’d her company… Because Martha invented Influencers.Stocks jumped into the holiday on Trump’s new Treasury pick…...
🧙 “Wicked’s Green” — Wicked’s color strategy. Froot Loops’ dye drama. Europe’s startup bruise.
25 Nov 2024
Contributed by Lukas
Wicked’s opening weekend doubled Gladiator II… and it’s thanks to Wicked’s color strategy.Kellogg's Froot Loops just became a political debate...
🛍️ “Black-vember” — Why Black Friday’s all month. McRib’s strategic impact. H&R Block(ed) by DOGE.
22 Nov 2024
Contributed by Lukas
McDonald’s just brought back the McRib… because McDonalds needs a superhero right now.Black Friday is in 1 week… we explain why Black Friday’s...
💰 “Warren’s Biggest Trade” — Buffett’s cash crush. Tropicana’s carafe controversy. Bluesky’s alt-Twitter.
21 Nov 2024
Contributed by Lukas
Warren Buffett’s biggest trade of the year? Cash… The world’s top investor ain’t into stocks right now.Tropicana sales fell 20% because it cha...
🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.
20 Nov 2024
Contributed by Lukas
Google’s Chrome Browser is used by 61% of us… but now Google may be forced to split it off.Jersey Mike’s sandwich chain was just acquired for $8...
🍨 “Ice Cream of the Future” — Dippin’ Dots’ resurrection. YouTube’s now #1 for podcasts. Northwestern’s stadium disruption.
19 Nov 2024
Contributed by Lukas
Dippin’ Dots was bankrupt… but a 2nd scientific breakthrough has given it a hot comeback.YouTube is now the #1 podcast platform, beloved by Gen Z…...
👼 “The Only Child Economy” — Millennials’ parenting impact. Netflix’s All-Star sports strategy. Trump’s cabinet stocks.
18 Nov 2024
Contributed by Lukas
The TBOY Holiday Merch Drop: Go to www.tboypod.com/shop to order the best fashion yet (hoodies, sweats, totes, hats, and a surprise...) 🛍️. Pre-o...
👯♂️ “T-Pain & Mark Zuckerberg” — Zuck’s rap strategy. Amazon’s Temu dupe. NYC’s rent fee revolution.
15 Nov 2024
Contributed by Lukas
The TBOY Holiday Merch Drop: Go to www.tboypod.com/shop to order the best fashion yet (hoodies, sweats, totes, hats, and a surprise...) 🛍️. Pre-o...
🐶 “DOGE.gov” — Elon’s Dep’t of Government Efficiency. Spotify’s power-pausers. Bounce’s luggage storage.
14 Nov 2024
Contributed by Lukas
The Department of Government Efficiency is a thing now… So what will Elon do with D.O.G.E.?Spotify stock is up 400% in 2 years to all-time highs… ...
📒 “Don’t Open My Notes” — Apple Notes’ trust strategy. ExxonMobil’s climate shocker. Curse of the Michelin Star.
13 Nov 2024
Contributed by Lukas
Apple’s Notes is used by ~700 million people (it's Chappell Roan’s favorite app)… so we found its secret.ExxonMobil asked Trump to stay in the P...
🚀 “Hold my Bitcoin” — Bitcoin’s $88K all-time high. Vuori’s $5B athleisure. Goldman Sachs’ royal knights.
12 Nov 2024
Contributed by Lukas
Bitcoin shattered its all-time-high on “the 1st pro-crypto US president”... So we explain what that means.Vuori is eating Lululemon’s leggings…...
🧊 “YETI vs Trump” — YETI Coolers’ tariff solution. The Federal Reserve’s independence. Chicken Tenders’ biz lesson.
11 Nov 2024
Contributed by Lukas
YETI Coolers’ stock just jumped 10%... and Yeti shows how companies will handle tariffs.The Federal Reserve’s independence is under threat right n...
🫦 “E.l.f. explains the Election” — Elf Beauty’s $3 win. Elon’s “TruthX” play. The Power of the word “We”.
08 Nov 2024
Contributed by Lukas
If you want to understand the election, just look at Elf Beauty’s results… we explain the parallel.Elon is the big business winner of the election...
🔶 “The Trump Trade” — The 2nd Trump-conomy. Ferrari is Europe’s #1. The boring-name startup trend.
07 Nov 2024
Contributed by Lukas
Trump’s victory triggered the best stock surge of 2024… but we’re breaking down Trump’s economic plans.Ferrari just became the most valuable c...
📺 “XXXL TV” — The 100-inch TV Boom. Calm’s election night win. Boeing’s return-on-union.
06 Nov 2024
Contributed by Lukas
TVs are getting gigantic, but prices are falling… Huge-screen TVs illustrate the biggest law of innovation.Boeing’s epic airplane strike is over…...
🇺🇸 “How Elections Affect Stocks” — Election Day Economy. Gladiator II’s creativity secret. Bandit Running’s disruption.
05 Nov 2024
Contributed by Lukas
What happens to the economy on election day?... Less beer, more flight upgrades, flat stocks.We’re about to get the biggest movie day in 2 years… ...
🥤“The Secret Lives of Coke Zero” — America’s oil record. Coke Zero’s Mormon surge. Starbucks’ Sharpie Marker.
04 Nov 2024
Contributed by Lukas
Starbucks is buying 200k Sharpie Markers to put names on cups... we’re calling it “The Sharpie Doctrine”.America just produced more oil in a mon...
⚔️ “The Great Coffee Takeover” — Luckin’s Starbucks-killer. Airlines’ new auto-refunds. Hermes’ Birkin Bag mafia.
01 Nov 2024
Contributed by Lukas
Hermes is the top fashion stock right now… but it just got sued for running a handbag hustle.Starbucks’ greatest threat is Luckin Coffee… and Lu...
🤓 “Revenge of the Clusters” — Nerds’ candy innovation. Reddit’s 42% surge. American consumer confidence?
31 Oct 2024
Contributed by Lukas
This halloween the hot candy is Nerds Clusters… It shows there’s a business case in gut instinct.Reddit surged 42% yesterday after announcing its ...
🐊 “Croc-blocked” — Crocs’ school ban. Haunted House economics. Waymo’s money moat.
30 Oct 2024
Contributed by Lukas
Some schools are banning crocs for two particular reasons… so Crocs stock just got croc-blocked.Waymo just secured the 3rd biggest fundraises ever…...
🗳️ “Vote or Bet?” — Robinhood’s election betting. Cosm’s live football theater. McFlurry’s government fix.
29 Oct 2024
Contributed by Lukas
You can now bet on the election outcome on Robinhood… but which is a better predictor, betting or polls?Would you watch football in an Imax theater?...
🌿 “Canna-Babes” — Marijuana’s female surge. Scout’s electric zombie truck. The world’s AI chatbot factory.
28 Oct 2024
Contributed by Lukas
We broke the Grass Ceiling… For the 1st time ever, women buy more cannabis than men.Scout Motors is back from the dead… and solved the #1 issue fo...
👻 “Scariest Drink Ever” — Ghost Energy’s radical transparency. America’s economic envy. SiriusXM’s Howard Stern deadline.
25 Oct 2024
Contributed by Lukas
Ghost Energy Drink was acquired by Dr. Pepper for $1B… it’s both childish and mature.America’s economy is #1 in the world… according to the re...
🥠 “Return on fortune” — OpenFortune’s cookie ads. 32% MBA app surge. Zyn’s cigarette savior.
24 Oct 2024
Contributed by Lukas
Your next fortune cookie may be filled with an ad… because 1 startup baked 135M of them.Business school applications surged 32% this year… because...
🍨 “Tampon Ice Cream Pint” — The Chaos Packaging trend. Goldman’s gloomy prediction. Arkansas’ lithium discovery.
23 Oct 2024
Contributed by Lukas
Gin in a motor oil can? Tampons in an ice cream pint?... The new packaging trend is chaos.Goldman Sachs predicted a decade of flat stock prices… So ...
🐔 “Non-Chicken Content” — Chick-fil-A enters streaming. Disney’s CEO makeover. America’s colorless cars.
22 Oct 2024
Contributed by Lukas
Chick-fil-A unveiled their new streaming network… and they’ve got a toy company too.Disney finally announced plans for a new CEO… and it involve...
🎃 “Gummy-ween” — Chocolate’s Napoleonic moment. Uniqlo’s 75/50 strategy. Plumbing & AC millionaires.
21 Oct 2024
Contributed by Lukas
With chocolate prices at record highs, brands are handing out gummies this Halloween… and it goes back to Emperor Napoleon.Uniqlo, Japan’s fast-fa...
🎢 “Harry Potter Galaxy” — Universal’s gas station theme park. Uber’s Expedia rumor. “Click-to-Cancel” subscription rule.
18 Oct 2024
Contributed by Lukas
Universal Studios is opening “Epic Universes”… Its 5th theme park in Orlando, thanks to gas stations.Uber is reportedly trying to acquire Expedi...
🎓 “Ivy League fast-pass” — Crimson’s venture-backed tutor. Louis Vuitton’s tariff pain. Butterfinger’s 101-year streak.
17 Oct 2024
Contributed by Lukas
A college tutor startup is now worth $500M… Because it gets you into Harvard (for $200K).Louis Vuitton sales fell last quarter… because the trade ...
💎 “Big Lab Bling” — Diamonds’ lab equilibrium. Tokyo’s subway IPO. Goldman’s deal party.
16 Oct 2024
Contributed by Lukas
Japan’s biggest IPO in 6 years is the Tokyo subway… the most profitable subway on earth.All the Big Bank stocks are popping right now thanks to de...
🚀 “Next stop: Mars” — SpaceX’s historic launch. Taco Bell’s name-your-price. Tesla’s empty CyberCab.
15 Oct 2024
Contributed by Lukas
SpaceX just landed a skyscraper rocket with chopsticks… It’s the 1st step to landing on Mars.Taco Bell’s newest innovation isn’t food, it’s ...
🕵️ “Top Secret $$$” — The CIA’s Venture firm. Walmart’s in-house meteorologist. SecondHand clothing’s slump.
14 Oct 2024
Contributed by Lukas
The CIA has a Venture Capital arm… and it’s one of the top-performing VCs in America.Second-hand clothing sites DePop & Poshmark are strugglin...
The Best Idea Yet 🍟 The Happy Meal: A Delicious McMystery
11 Oct 2024
Contributed by Lukas
Episode #1 of our new show… The Best Idea Yet. We’re serving it up here early for the Besties & Yetis.For future episodes of TBIY, subscribe/f...
🚕 “We, Robot” — Tesla’s robotaxi day. Othership’s scalable sauna. Home Depot’s undercover boss.
10 Oct 2024
Contributed by Lukas
Tesla’s robotaxi unveil event day is tonight… Elon’s trillion dollar idea? Uber meets Airbnb.Othership created the coldest cold plunge and hotte...
👻 “Spirit Christmas” — Spirit Halloween’s santa spinoff. Bogg Bag’s suburban boom. Hurricane Milton’s economics.
09 Oct 2024
Contributed by Lukas
Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksListen free anywhere you get your pods starting Oct 15th (or early...
🙅 “We don’t do social” — Restoration Hardware’s anti-Instagram. Oura’s Ring of Power. Nobel’s college football auction.
08 Oct 2024
Contributed by Lukas
Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksListen free anywhere you get your pods (or one-week early and ad-f...
🏖️ “24/7/365 Spritz” – Aperol’s seasonal challenge. Spirit Airlines’ bankruptcy warning. 9-1-1’s emergency call startup.
07 Oct 2024
Contributed by Lukas
Aperol sales surge in the summer, but drop in winter… now Aperol’s trying to solve “Seasonality.”Spirit Airlines stock plummeted after reports...
👖 “Daddy Denim Dollars” — Baggy Jeans’ economic impact. Adam Neumann’s WeWork Sequel. Apple’s glasses freakout.
04 Oct 2024
Contributed by Lukas
Baggy Jeans are boosting the economy… Because $100 on jeans drives a $700 makeover.Adam Neumann just launched a WeWork competitor… “WorkFlow” ...
🥂 “0% alcohol… for $119” — Taittinger's non-alc champagne. Toyota’s e-Air Taxi. CNN’s paywall plan.
03 Oct 2024
Contributed by Lukas
Would you pay $119 for a bottle of alc-free champagne?… well Louis Vuitton just invested in it.Toyota has invested nearly $1B on an electric air tax...
☎️ HOTLINE: How to save $100K w/ Tori Dunlap
02 Oct 2024
Contributed by Lukas
In front of a live studio audience in Seattle (presented by Audible), Tori Dunlap helps us answer your Qs about your money. Tori Dunlap (@herfirs...
🧦 “Learn from the Worst” — The White Sox’s biz lesson. The “Port-pocalypse” strike. DirecTV’s $1 acquisition.
01 Oct 2024
Contributed by Lukas
The Chicago White Sox had more losses than any team in baseball history… we found a lesson about turnarounds.The US Port Strike will affect half of ...
🤝 “The Bonus You Forgot” — Signing Bonus’ surge. United adds Starlink wifi. Revolut’s is Europe’s biggest startup.
30 Sep 2024
Contributed by Lukas
The number of signing bonuses has doubled in five years… here’s how to ask for one.United and Air France are adding Starlink satellite wifi… It’...
🥜 “Unhinged marketing” — Nutter Butter’s Gen Z case study. OpenAI’s new emperor. Shein’s mysterious loophole.
27 Sep 2024
Contributed by Lukas
OpenAI is switching from non-profit to for-profit… and Sam Altman was just anointed their emperor.Nutter Butter’s social media has turned insane…...
🤓“The Next iPhone” — Zuck’s Orion AR glasses. Northeastern University’s M&A. Terminix’s pest pop.
26 Sep 2024
Contributed by Lukas
Mark Zuckerberg just unveiled a $299 headset, new Ray Ban AI glasses… and a prototype of “Orion” holographic glasses.The biggest pest removal co...
🩵 “Blue Light Special” — Kmart’s innovation #RIP. Visa’s monopoly lawsuit. Goldman’s HQ apartments.
25 Sep 2024
Contributed by Lukas
The last Kmart store is closing… But our Kmart obituary highlights their wild history of innovation.Visa just got sued for allegedly abusing its cre...
🏡 “Kirkland Condos” — Costco’s LA apt building. Exxon’s plastic faux-cycling. Jony Ive’s iPhone sequel.
24 Sep 2024
Contributed by Lukas
Costco is launching its 1st apartment building… Kirkland is California’s solution to housing.Exxon was sued for making us think plastic is recycla...
🐮🐷🐶 “The Squishy Doctrine” — Squishmallows vs. Build-A-Bear. Microsoft’s nuclear island. Nike’s biggest mistake.
23 Sep 2024
Contributed by Lukas
Warren Buffett bought Squishmallow’s squishy toys… Now they’re suing Build-A-Bear. Microsoft is restarting Three Mile Island nuclear power ...
🦈 “SharkTank.com” — Amazon’s knock-off pitch show. Olive Garden’s Uber reversal. A human-free social network.
20 Sep 2024
Contributed by Lukas
Amazon just launched a new shopping TV show… and it’s a Shark Tank knockoff.The Olive Garden’s stock surged 10%... because it’s done a 180 on ...
🇯🇵 “Shogun’s creativity hack” — Disney’s FX innovation strategy. The Fed’s Poseidon announcement. Reese’s athletic pivot.
19 Sep 2024
Contributed by Lukas
The Fed just cut interest rates by 0.5% like Poseiden… the tides of the economy have finally turned.Hershey just launched Reese’s & Jolly Ranc...
💍 “Man-gagement Rings” — Zales’ dude ring trend. Amazon’s Return-To-Work. Chili’s triple-dipper turnaround.
18 Sep 2024
Contributed by Lukas
Amazon is requiring 5-day return to office for everyone… and it reminds us of Tom Brady and Bill Belichick.The new trend in the jewelry industry? Me...
👭 “Mary Kate & Ashley mystery” — The Row’s logo-less fashion. Chipotle’s burrito robots. Millennials’ DINK cruises. Description:
17 Sep 2024
Contributed by Lukas
Mary-Kate and Ashley Olsen’s 18-year-old fashion brand hit $1B… without any logo.Chipotle just unveiled a burrito bowl making robot… to solve th...
🥑 “The Hugest Avocado” — Mission’s guac strategy. Wall Street’s 80 hr workweek cap. Disney’s Dartmouth dilemma.
16 Sep 2024
Contributed by Lukas
Mission Avocado just had its best day ever on National Guacamole Day… we’ll explain.Wall Street is putting limits on banker hours… because of 10...
☎️ HOTLINE: How to get Promoted with Corporate Natalie & Corporate Bro
13 Sep 2024
Contributed by Lukas
Natalie & Ross help us answer your Qs about excelling in the office…Corporate Natalie (Natalie Marshall) & Corporate Bro (Ross Pomerantz) ar...
☕ “Back to Coffee” — Starbucks’ CEO’s plan. Sorority House-flation. In-N-Out’s French strategy.
12 Sep 2024
Contributed by Lukas
$17M Sorority Houses get blow dry bar renovations… and it explains the housing industry.Starbucks’ brand new CEO just revealed his turnaround plan...
🌭 “Sausage Fest” — Meat economics in the debate. Hindus’ 1st religion app. Ford’s in-car commercials.
11 Sep 2024
Contributed by Lukas
The 1 piece of data that should’ve been debated last night?... Sausage Meat Economics.The fastest-growing religious app right now is Hindu… becaus...
🤯 “They know your SSN…” — Cloaked’s crazy phone number. Apple’s AI iPhone. Electrolytes’ drinks surge.
10 Sep 2024
Contributed by Lukas
Apple just unveiled the iPhone 16… But it’s really an iCamera.If you call 855.752.5625, they’ll tell you your social security number… that the...
💋 “Rare Billionaire” — Selena Gomez’s $2B lipstick. Trumponomics 2.0. Founder Mode vs Manager Mode.
09 Sep 2024
Contributed by Lukas
Selena Gomez is officially a billionaire… thanks to her booming makeup brand, Rare Beauty.Donald Trump outlined his economic plan last week… so we...
🍽️ “The Napkin Costume” — Chipotle’s Halloween collab. Surge in reservations for 1. US Steel’s epic history.
06 Sep 2024
Contributed by Lukas
Reservations for 1 have jumped 29% in 2 years... because restaurants are microcosms of the economy.US Steel built the Empire State Building & Will...
🇧🇷 “Brazilian NFL” — Football’s foreign strategy. J.Crew’s $3B comeback. AI’s dragon startup.
05 Sep 2024
Contributed by Lukas
The NFL season kicks off tonight but plays game #2 tomorrow in Brazil… because football needs a global tour.J. Crew is relaunching their iconic maga...
👋 “We quit your job” — Exit’s job-quitting concierge. Dick’s Sporting Goods’ kids app. 1-BR apt in NYC: $4,500/month.
04 Sep 2024
Contributed by Lukas
Japanese startup Exit will quit your job for you… because every job has a “hidden severance”.Dick’s Sporting Goods stock is up 600% in 5 years...
🧃 “The 1st Fruit Juice” — Capri Sun’s pouches. Intel’s design strategy. Boar’s Head’s Boeing Moment.
03 Sep 2024
Contributed by Lukas
Capri Sun is adding bottles to compliment their legendary pouches… but this German company’s origin story is wild.Intel stock fell to its lowest l...
🤮 “Sickest Day of the Year” — Sick Days are surging. SharkNinja’s online reviews. Telegram’s CEO arrested.
30 Aug 2024
Contributed by Lukas
Today is the biggest sick day of the year… as sick days overall are surging in America.SharkNinja’s stock has climbed 140% this year… here’s h...
👁️ “Nvidia’s watch party” — A.I.'s Biggest Day. Mister Softee’s soft-serve biz. Ozempic’s Direct-To-Tummy.
29 Aug 2024
Contributed by Lukas
Nvidia just announced earnings that were so big, people hosted parties… but the results were a Rorschach Test for Wall Street.Mister Softee’s ice ...
👟 “Dad Shoe Destiny” — New Balance’s renaissance. Ulta’s Warren Buffett win. Sports Betting vs. Stock Investing.
28 Aug 2024
Contributed by Lukas
New Balance just passed Under Armour in sales… because of its Dad Shoe pivot.Warren Buffett’s newest investment? $260M in Ulta Beauty… because U...
🐶 “Who gets the dog?” — Pet Prenups are trending. The US Open’s economics. Ikea’s used marketplace.
27 Aug 2024
Contributed by Lukas
The US Open is selling $12M worth of just one cocktail… because tennis found a new business model.Ikea just launched an official used furniture biz…...
🖍️ “13 Million Crayons A Day” — Crayola’s billion-dollar biz. Call Her Daddy’s $125M deal. Why stocks hit All-Time Highs (hint: Game of Thrones)
26 Aug 2024
Contributed by Lukas
Stocks just reached all-time-highs… and it’s all because of Ned Stark & Game of Thrones.Crayola is about to hit $1B in annual sales… because...
THROWBACK 🍺 The power of 1,000 true fans, with Athletic Brewing’s CEO
19 Aug 2024
Contributed by Lukas
Back in January 2023, we interviewed the founder of the biggest non-alcoholic beer brand in America: Athletic Brewing. Since then, Athletic has surged...
☎️HOTLINE: Hack your life with Travel Guru, Jo Franco
12 Aug 2024
Contributed by Lukas
Nick & Jack invite Jo Franco to answer your travel, money, and trip-optimizing questions.Jo Franco speaks 8 languages, visited 50 countries, 6 con...
😎 “Ray-Gram” — Meta’s smart-glasses acquisition idea. Auntie Anne’s perfume. The Disruption Decline.
09 Aug 2024
Contributed by Lukas
Our final pod before vacation, but look to this feed for 2 bonus episodes while we’re off. We return Monday, August 26 for our regular programming.R...
🐶 “Snoop in Paris ” — Olympics’ most marketable celeb. Disney’s park problem. Could-be VP’s passion for parents.
08 Aug 2024
Contributed by Lukas
Snoop Dogg is making $8M to be at the Olympics… why? The Apolitical Premium.Disney’s parks just showed Americans are traveling less… which means...
🥇 “Olympian Employees” — Paris competitors’ day jobs. Pit Viper’s faux-stalgia. Google’s loss… is Apple’s loss.
07 Aug 2024
Contributed by Lukas
The latest gold medal winner has a full-time banking job… so we’ll tell you the secret to side-hustles.The hottest sunglasses brand is Pit Viper.....
⌚ “Photo Finish Inc.” — Omega’s Olympic moment. Wall Street’s 3-Bubble Problem. The Frozen-est IPO.
06 Aug 2024
Contributed by Lukas
Noah Lyles won the men’s 100M, thanks to Omega’s watches… It was Omega’s supermarketing moment.Japan’s stock market just had its worst day i...
😱 Stocks’ Titanic Day — Recession fears explained. Friend’s AI Tamagotchi necklace. Shake Shack’s vibe win.
05 Aug 2024
Contributed by Lukas
Friend launched an AI necklace that becomes your friend… But we think it’s AI Tamagotchi.One food chain is dominating right now: Shake Shack… be...
🦏 “Dude Where’s My Horn?” — Economics saves Rhinos. Big Tech’s AI FOMO. CapCut’s crazy speed.
02 Aug 2024
Contributed by Lukas
In South Africa they’re preemptively de-horning rhinos to save them from poachers… Economics is saving the rhino.Big Tech is being driven by AI FO...
🧠 “The CEO enneagram” — Boeing picked the wrong 1. Amtrak’s train surge. Adidas’ Olympic ROI.
01 Aug 2024
Contributed by Lukas
Boeing finally has a new CEO… but we think they should’ve picked a different enneagram. Adidas has already won 13 medals at this Olympics… ...
🐮 “Got Dairy?” — Big cheese's turnaround. Flo’s $1B menopause app. Starbucks’ double-pump plan.
31 Jul 2024
Contributed by Lukas
Women’s health app Flo just hit a $1 billion valuation… so it’s expanding to Millennial Menopause.We crunched the numbers on Starbucks… it’s...
💦 “Wildest Olympic Shoes” — On’s spray-on sneakers. Bitcoin’s Fort Knox. Disney’s Rated-R strategy.
30 Jul 2024
Contributed by Lukas
Bitcoin rose to $70K after Trump fan-boyed at BitCon… will we get a Fort Knox of Crypto?Deadpool & Wolverine just set an R-rated box office reco...
😶 “I faked it” — Busted for fake working. Lululemon’s whale tail pants. Xbox’s credit card.
29 Jul 2024
Contributed by Lukas
Because ~8% of work done on computers is fake… 50% of companies now track their employees.Lululemon stock dropped 10% because of 1 single product…...
🏅 “Fashion Olympics” — Louis Vuitton’s Olympic strategy. Southwest’s capitalist pivot. ChatGPT’s Google-killer.
26 Jul 2024
Contributed by Lukas
The Olympics start tonight, but LVMH already won gold… because Louis Vuitton planned the whole event.Southwest Airlines is no longer the people’s ...
🧀 “Not so square” – Cheez-Its’ best year. Tesla’s mission switch. The Crown’s $1B profit.
25 Jul 2024
Contributed by Lukas
Cheez-Its were America’s first nationwide snack… and now they’re having their best year in a century.Tesla stock fell 12% because it has a calen...
🍪 “Donuts hate Cookies” — Krispy Kreme sells Insomnia. EA’s college football payout. Corvette’s craziest quarter.
24 Jul 2024
Contributed by Lukas
Krispy Kreme is selling its majority stake in Insomnia Cookies… because it’s the steak knife of donuts.EA Sports is paying each college football p...
💺 “Zero-Bathroom Airplane?” — RyanAir’s plane prowess. Hollister’s fashion flip. The Elevator explains the housing crisis.
23 Jul 2024
Contributed by Lukas
This airline CEO proposed 1 bathroom for 200+ passengers… so let’s talk about RyanAir’s biz.Hollister is now the top teen fashion brand… and i...
🫏“Kamala-nomics” — The VP’s biz plan. Sabrina Carpenter’s ice cream strategy. Mercedes & Goldman’s electric cars.
22 Jul 2024
Contributed by Lukas
President Biden dropped out of the race and endorsed his VP Kamala Harris… so we jumped into “Kamala-nomics.”Taylor Swift dropped 34 different v...
☎️ HOTLINE: The Hailey Bieber Smoothie (of Investing) & Your Boss’ Instagram
19 Jul 2024
Contributed by Lukas
Nick & Jack take your calls & discuss…Rebranding the Irish goodbyeThe “test” for before you merge finances Nick’s “3rd circle”...
🐘 “ConservaTech” — Silicon Valley’s right pivot. Supreme’s Ferrari strategy. JPM’s ex-Con hiring.
18 Jul 2024
Contributed by Lukas
The most influential VC firm, a16z, is turning to Trump… so we’ll explain “AlgoRepublicans.”Streetwear icon Supreme was just sold at a shockin...
⚪ “Zynfluencers” — Zyn’s tobacco off-ramp/on-ramp. Nespresso’s latte test drive. Your retirement fund’s emergency ATM
17 Jul 2024
Contributed by Lukas
Zyn’s smoke-free nicotine pouches are surging like Juul 2.0… but is it a tobacco on-ramp or off-ramp?Nespresso is opening up theme-park style expe...
🏍️ “Harley is Anti-Millennials” — Harley-Davidson’s graybeard strategy. Trump’s stock bump. Google’s biggest deal ever.
16 Jul 2024
Contributed by Lukas
Harley-Davidson’s strategy is to only market to old people… because one day you’ll be one.Markets just reacted to Donald Trump’s assassination...
🧙 “Cyclops are Hot” — “Romantasy'' is driving book sales. NBA should go Inter-continental. Etsy human-touch rule.
15 Jul 2024
Contributed by Lukas
“Romantasy” (romance + fantasy) delivered books their first year of sales growth in 3 years.The NBA’s new TV deal is worth $76B over 11-years…...
⚾ “Savannah Bananas, Inc.” — Minor League Baseball’s new owner. Apple Watch for Kids. Inflation’s 2 diseases.
12 Jul 2024
Contributed by Lukas
Apple’s newest product is Apple Watch for kids… because they’re been on a 10-year trust campaign.1 Wall Street firm now owns 40 Minor League Bas...
🌯 “I measured the bowls” — Chipotle’s burrito “weight debate”. Wimbledon’s grass startup. Amazon’s renewable energy win.
11 Jul 2024
Contributed by Lukas
Chipotle is accused of “mis-sizing” their burrito bowls… so 1 bank analyst tested 75 of them.Your home may run on Amazon clean energy… because...
🐻 “Babies Off The Floor” — Koala Kare’s diaper monopoly. Paramount’s ultimate nepo-baby. Christian Dior’s $57 handbag drama
10 Jul 2024
Contributed by Lukas
Koala Kare controls 85% of the baby-changing station biz… because they covered their blind spot.Christian Dior sells $3,000 handbags… but a report...