Amazon is about to host Black Friday NFL football on Prime — This is the Holy Grail of American Capitalism. The most controversial dish at your Thanksgiving table? It’s cranberries, specifically canned cranberries — So we have to tell you about Ocean Spray’s wild (and surprisingly legal) cranberry monopoly. And the latest twist in the OpenAI drama? The coup has turned into a mutiny — 97% of OpenAI employees have threatened to quit, which reveals the real winner (Microsoft). $MSFT $AMZN $WMT Subs...
Nov 22, 2023•23 min•Ep. 1089
Remember last week when Snoop Dogg announced he’d given up smoking? — Turns out it was a wild marketing move that just pumped one stock up 15%. 1K acres of Napa wine country just sold for $400M — Because Chardonnay isn’t just a grape, it’s also an insurance policy. And there’s a strange trend this corporate earnings season: A drop in compliments — CEOs are getting fewer kudos, kindness, and compliments than ever right now. $NAPA $BF $DTC $SPY Subscribe to our newsletter: tboypod.com/newsletter W...
Nov 21, 2023•22 min•Ep. 1088
OpenAI shockingly fired the man responsible for its $90B valuation: Sam Altman — But 48 hours later, it’s scrambling to rehire him, because AI requires real intelligence. The winner of the big Formula 1 race in Las Vegas wasn’t a car, it was a drink — Red Bull’s racing team turned a cost center into a profit center. And The Gap’s stock just had its best day in its entire history, jumping 30% on Friday — And it’s all thanks to Old Navy (and their new Barbie CEO). $MSFT $MNST $GPS $NFLX Subscribe ...
Nov 20, 2023•25 min•Ep. 1087
The US Post Office just revealed that it lost $6.5B this year — So we’re going to tell you the story, the history, and business model of the mail service… that we all own. For the 1st time ever, you can now buy cars on Amazon.com — Amazon will sell Hyundai cars, but only because Hyundai will put Amazon in its cars. And the creator of “Anchorman” just launched a TV show on TikTok — Because TikTok is now TVtok. $FDX $UPS $AMZN Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shout...
Nov 17, 2023•22 min•Ep. 1086
The biggest show on TV? It’s crime drama NCIS — The $8B TV show doesn’t win awards, but it gets rewards. Today is Starbucks’ most profitable day of the year: “Red Cup Day” — But also today, Starbucks’ barista union is staging a “Red Cup Rebellion.” And the startup making the biggest moves so far this fall: It’s Marc Lore’s Wonder – Wonder has pioneered a new category in food, “Fast Fine Dining,” by taking a Gap Year. $PARA $WBD $SBUX Subscribe to our newsletter: tboypod.com/newsletter Want merch...
Nov 16, 2023•23 min•Ep. 1085
ESPN launched its first sports betting app yesterday to crack the dominance of DraftKings and FanDuel — It just might work, media and tech can be teammates. Diamond prices have plummeted 40% this year, so De Beers it’s stockpiling them to prop up prices — Diamonds are forever… but they’re also not forever. Google just accidentally shared an embarrassing number: 36% — That’s the awkward cut Google pays Apple for any revenue made while you surf a Safari browser. $AAPL $GOOG $DIS $PANDY Subscribe t...
Nov 15, 2023•21 min•Ep. 1084
China’s President Xi is visiting San Francisco this week to meet President Biden — But his old host family in Iowa from 1985 is the guest of honor, because deals are about relationships. The founder of Chipotle just launched a new vegetarian restaurant chain run by robots: Kernel — But behind the scenes, it’s really a hybrid (like everything else). New Jersey was going to build the biggest offshore wind farm in the US, but Windfarm City just got canceled — Because interest rates are kryptonite f...
Nov 14, 2023•22 min•Ep. 1083
Tickets to TBOY Live in San Francisco here : https://www.eventbrite.com/e/shack15-live-the-best-one-yet-tickets-755859846147 Why were $250K of Japanese KitKats just stolen? Because KitKat is a coveted collectible in Japan — KitKat makes over 300 unique flavors that you can only get in specific Japanese towns. Inspired by a Buddhist monk, Humane just unveiled its iPhone killer — Can this hands-free smart device be the post-phone future? And every strike we can think of is now over — But after Hot...
Nov 13, 2023•22 min•Ep. 1082
Netflix spent $70M over 3-years to renovate the most historic movie theater in America — Because there’s corporate *philanthropy* and then there’s corporate *heroism*. Gwyneth Paltrow’s Goop is making a risky move: Launching in Target – She’s trying to stretch the brand from aspirational to accessible. And Cruise robotaxis, the self-driving startup owned by GM, just had its worst month yet — It’s not the mistake they made, it’s how they handled it. $NFLX $TGT $GM Subscribe to our newsletter: tbo...
Nov 10, 2023•22 min•Ep. 1081
Following the success of the Mario movie, Nintendo confirmed it’s making a Zelda movie next — So we looked into how Mario scales creativity. Americans’ credit card debt just passed $1 Trillion — We explain why credit card debt is the worst kind of debt. And a random line on Stephen Colbert’s Late Show was actually a threat to Google — Because Gen Z doesn’t “google” for something, they “tiktok” it. $NTDOY $GOOG $AMEX $MC $V Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutou...
Nov 09, 2023•21 min•Ep. 1080
WeWork, the company that invented the “hot desk,” has declared bankruptcy — Adam Neumann injured the WeWork, but the real estate market killed it. Shein pioneered ultra-fast fashion and now reportedly wants to IPO at a $90B valuation — To explain Shein’s fashion, we’re going to quote philosopher Friedrich Nietzsche. And the Great Resignation is over. Nobody is quitting anymore — Quiet Quitting has become Loud Lingering. $WE Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shouto...
Nov 08, 2023•22 min•Ep. 1079
Noticed that holiday shopping promotions already replaced Halloween? “Christmas Creep” is happening earlier than ever — Because Early Bird shoppers are the most valuable kind. Bumble’s founder, Whitney Wolfe Herd, is stepping down as CEO — She’s the youngest ever woman to IPO a company… and she did it while defying a law of business. And Warren Buffett just shared one shocking number: $157 Billion — That’s how much cash he’s sitting on right now, because cash has gone from fool to cool. $BMBL $M...
Nov 07, 2023•21 min•Ep. 1078
Starbucks’ surged 10% last week thanks to a Pumpkin Spice Latte-powered record quarter — But 20 years ago, the PSL’s creation almost didn’t happen. Sam Bankman-Fried is guilty of “one of the biggest financial crimes in history” — But we noticed the newest red flag in startups… is founder fashion. And a cyberattack on Clorox resulted in massive product shortages last quarter — Because cyberattacks have become like natural disasters. $SBUX $CLX Subscribe to our newsletter: tboypod.com/newsletter W...
Nov 06, 2023•22 min•Ep. 1077
Meta just launched ad-free Instagram in Europe — But we think Zuck doesn’t want it to work because price ($17/mo) is a signal. Estée Lauder’s beauty stock just plummeted to its lowest level in 6 years — Because it turns out nearly ⅓ of its sales come from airports. And Six Flags just merged with Cedar Fair in an $8B theme park deal — But the real story isn’t the roller coasters, it’s the characters. $FUN $SIX $EL $META Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, o...
Nov 03, 2023•22 min•Ep. 1076
Electric cars sales just hit a speed bump — Because Electric Cars are being treated like vaccines. The iPod is back, baby: Urban Outfitters put 20-year-old iPods up for sale, and they sold out instantly — Because nostalgia follows a 20-year life cycle. And The National Association of Realtors was just found guilty for fixing commissions at 6% — It’s an earthquake for the industry of 1.5M real estate agents. $Z $URBN $TSLA $GM $F $AAPL Subscribe to our newsletter: tboypod.com/newsletter Want merc...
Nov 02, 2023•21 min•Ep. 1075
Sesame Street is changing its format for the first time in 56 years — Big Bird, Elmo, and Oscar The Grouch pioneered the “magazine format” of TV (which even influenced our podcast) Target has said all year long that it’s struggling because of 1 thing: Theft (aka “shrinkage”) — But we just got the data from a journalist’s investigation… and Target doesn’t want you to hear it. And JetBlue stock is about to hit an all-time low — Because when all you do is chase trends, you eventually run out of gas...
Nov 01, 2023•21 min•Ep. 1074
The most controversial topic this Halloween is… Candy Corn — So we found the company that sells 90% of the stuff. Chevrolet just unveiled their 7th advertising slogan in 70 years — But this could be Chevy’s final tagline. And The White House just signed an Executive Order on Artificial Intelligence — But Marc Andreessen disagrees with every word of it. $HSY $GM Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Bes...
Oct 31, 2023•21 min•Ep. 1073
One big reason rents are rising is AI Landlords — Two software companies are helping more and more landlords jack up rents. One year ago, Glossier made a big pivot: Going from direct-to-consumer to selling in Sephora stores — It’s how Glossier went from awareness to action. And Amazon won last week’s Big Tech earnings, but we have to talk about the real surprise: Amazon’s Droid Army — Amazon has 750K robots… and some of them now look like humans. $LVMUY $AMZN Subscribe to our newsletter: tboypod...
Oct 30, 2023•21 min•Ep. 1072
The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making. Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investors don’t look backward, they look forward. And Ford finally reached a deal with the auto union — And it reveals the power of one negotiation tactic: “The Art of Anchoring”. $CELH $MAT $F $SPY Subscribe to our newsletter...
Oct 27, 2023•20 min•Ep. 1071
Apple is reporting earnings today, but it’s about to lose its spot as the #1 most valuable company in the world — Because Microsoft caught 3 critical tailwinds. DINK (“Double-Income No Kids”) isn’t just a lifestyle, it’s an economic force — Federal Reserve data shows that DINKs have higher net worth than all other households. And TikTok is hosting a concert headlined by Cardi B — TikTok is building cultural capital to prevent a TikTok ban. $MSFT $AAPL Subscribe to our newsletter: tboypod.com/new...
Oct 26, 2023•21 min•Ep. 1070
41 states just filed a blockbuster lawsuit against Meta, claiming it is harmful and addictive to kids — This could be Zuck’s “Big Tobacco” moment, and it’s because of FOMO. The fastest-growing restaurant in America is Texas Roadhouse — From Applebee’s to The Olive Garden, chain restaurants are enjoying a resurgence. And Kristen Bell & Dax Shephard’s diaper startup, Hello Bello, has filed for bankruptcy — Because there’s a dirty secret about the Direct-To–Consumer business model. $TXRH $DIN $...
Oct 25, 2023•20 min•Ep. 1069
Skims already replaced Victoria’s Secret, now it’s expanding to menswear — But there’s a male shopping habit Kim Kardashian’s Skims will have to overcome. America’s budget deficit effectively doubled to $1.7 Trillion this past year — The solution to our debt problem is to make the unpopular… popular. And the NBA tips off tonight with a 60% surge in ticket sales, driven by foreign fans — So found the 3 reasons why basketball is more popular outside the US than on homecourt. $VSCO $SPY Subscribe t...
Oct 24, 2023•21 min•Ep. 1068
Want to know if stocks are going up or down? Just check if the McRib’s on the menu — We break down the McDonald’s sandwich’s hilarious correlation with Wall Street. For the 1st time ever, Disney just told us ESPN’s financial numbers — We reveal the $7-8/mo secret subscription that every American paid ESPN for years. And Amex just told us 2 things are true: customers are angrier than ever, yet profits are higher than ever — Because customers chirp, but they don’t churn. $SPY $MCD $AMEX $DIS Subsc...
Oct 23, 2023•22 min•Ep. 1067
Spotify sponsors the FC Barcelona soccer team, but it’s putting the Rolling Stones logo on the jersey instead — Because advertising is what you pay for, publicity is what you pray for. A report from the Fed confirms that average US household wealth grew 36% during the pandemic — One reason why? Americans own more stock than they ever have. And United Airlines says it’s (finally) invented the perfect way to board an airplane — So we gotta talk about a bad business bias: “Status Quo Bias.” $SPOT $...
Oct 20, 2023•22 min•Ep. 1066
Netflix just reported earnings, but the real highlight is its newest product: Mini-Theme Parks — Netflix is selling $1,600 wedding dresses to keep you subscribed. Charmin just announced new toilet paper after 100 years of sameness — Finally innovation for TP: it’s the biggest whitespace in business. And the Hollywood Actors’ Strike has gotten so bad, they’re calling in George Clooney — But the biggest impact of the Actor’s Strike is on the blue collar crew. $NFLX $PG $DIS Subscribe to our newsle...
Oct 19, 2023•19 min•Ep. 1065
DoorDash just confirmed that ⅓ of their customers play video games for an hour or more per day — So they changed their entire marketing strategy. Goldman Sachs just admitted its biggest mistake: The Apple Card — Because Goldman got blinded by the brand. And the #1 school system in America? It’s run by the Pentagon — Military children get the best education in the country because it pays teachers double. $GS $AAPL $DASH Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, o...
Oct 18, 2023•19 min•Ep. 1064
Saturday Night Live just began its 49th season on TV, but it’s not a TV show anymore — SNL is a YouTube show. Tesla is facing pressure to do one thing it’s never done before — pay for a Tesla advertisement. And we just got 2 conflicting stats: More people than ever are having dinner at 5pm… and partying after 11pm — It’s the New Party Economy. $CMCSA $TSLA $MC Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best...
Oct 17, 2023•20 min•Ep. 1063
Odds are you’re getting a costume from Spirit Halloween this week, at one of their 1,400 seasonal locations — But Spirit’s real estate operation follows a strict 3-part calculation. Microsoft just completed its biggest acquisition ever: $69B for video games — Microsoft’s “house of brands” is 2nd in value only to Apple’s “branded house”. And Costco makes more money selling clothing than Lululemon or Ralph Lauren do — And it’s all because Costco’s co-founder believes prices can be like a drug. $CO...
Oct 16, 2023•20 min•Ep. 1062
You know that extra fee you’re stuck pay at the end when you’re buying concert tickets or a hotel room? California just banned them (starting in June) — Because time is money, a ban on fees saves us $1B. Reebok was huge in basketball when Shaq and Iverson played, so Reebok just hired them — Their corporate job? Influence the influencers. We just got the best survey there is on what teens spend their money on — So we found 5 surprising trends you need to know (spoiler: Buy New Balance, eat Goldfi...
Oct 13, 2023•23 min•Ep. 1061
This year, Mexican beer, liquor, and cocktails have all hit #1 in America – There are 3 reasons why, and one of them is storytelling (story-selling?). Every social media platform is leaving away from news right now, except for one: LinkedIn — Because LinkedIn has a team of 250 in-house journalists. And Taylor Swift’s concert movie hits theaters tomorrow, expected to be Top 10 opening weekend — It makes us think the future of movie theaters is not movies. $BUD $STZ $MSFT $AMC Subscribe to our new...
Oct 12, 2023•19 min•Ep. 1060
