Fortnite, the world’s biggest video game, just got a whopping $1.5B investment from Disney — Because when it comes to innovation, evolution is easier than creation. Build-A-Bear newest teddy bears are laughably for 18+ — It shows the power of the “Velvet Rope Effect.” And America’s newest bestie? It’s Mexico — China has been replaced by Mexico as our top trading partner, so we’re going to break down friend-shoring, near-shoring, and re-shoring. $BBW $DIS $SPY Subscribe to our newsletter: tboypod...
Feb 12, 2024•20 min•Ep. 1137
The stadium hosting the Super Bowl has 1,400 toilets and urinals — But those drains aren’t for your bladder, they’re for your wallet. McDonald’s CEO was forced to address the viral $18 Big Mac combo meal — That $18 Big Mac is both an economic story… and a psychology story. And the stock of Arm computer chips surged 50% yesterday — Because it’s the William Shakespeare of chips. $MCD $ARM $SPY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to:...
Feb 09, 2024•21 min•Ep. 1136
With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs) Chipotle stock reached an all-time-high and is worth more than Mercedes, Marriott, or PayPal — but it’s all thanks to Chipotle’s hero metric: The throughput. And three TV companies are merging their sports networks to create the ultimate sports streaming network — The ~$40/mo streamer could kill the cord. $CMG $NFLX $DIS $WBD $...
Feb 08, 2024•20 min•Ep. 1135
The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir). WeWork’s ex Adam Neumann just tried to buy-back WeWork — He’s either pulling a Steve Jobs… or he’s pulling a Fyre Fest. And FTX is shockingly planning to refund all its customers all their lost $$$ — And it highlights the beautiful waterfall of bankruptcy. $WE $WMT $BTC Subscribe to our newsletter: tboypod.com/newsletter Want ...
Feb 07, 2024•19 min•Ep. 1134
Nerds’ candy sales have surged 10x to become the #1 top selling sugar candy in America — So we’re explaining why Nerds is doing its 1st Super Bowl ad. The Las Vegas Sphere just shared its first full quarter of earnings… and actually had a profit — Because The Sphere is the nuclear power plant of entertainment. And Bill Gates & Jeff Bezos both invested in KoBold, a mining startup for our sustainable future — Because they’ve created a Google Maps for underground. $HSY $SPHR $TSLA Subscribe to ...
Feb 06, 2024•20 min•Ep. 1133
What’s that model wearing? Uggs. The sheepskin boot brand’s sales have surged to an all-time high — Because nostalgia follows a 20-year life cycle. It’s Facebook’s 20th birthday and Zuck’s baby just had its best week ever — Meta stock is up 5x in the last 14 months because of Meta’s metamorphosis: From people to profit. And a new study just discovered the type of packaging that sells the best — Because it’s what’s on the “inside” that counts, but what’s on the “outside” that sells. $DECK $CROX $...
Feb 05, 2024•19 min•Ep. 1132
Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics… because this deal comes down to pennies. Apple’s biggest product launch since the iPhone happens today: The $3,500 Vision Pro headsets — When it comes to new innovations, the first version is the worst version. And Amer Sports is the first big IPO of the year: It’s the sports company behind ArcTeryx, Wilson, and Salo...
Feb 02, 2024•20 min•Ep. 1131
Zum just hit a $1.3B valuation for reinventing the school bus: Electric and smart — but since kids are involved, they’re facing some speed bumps. 23&Me pioneered the home DNA test, but now they’re close to bankruptcy — because of the “The Macarena Problem”: One-hit-wonder” And the largest stock fund in the world? It’s Norway — Norway’s sovereign wealth fund owns 2% of the world’s stocks (no joke) and just had a record year… thanks to oil and oranges (we’ll explain) $ME $TSLA $UBER Subscribe ...
Feb 01, 2024•19 min•Ep. 1130
Dry January is drier than ever, but the real winner is the Cannabis industry — Marijuana sales surged this month because it’s actually “Canuary.” Google and Microsoft just announced record profits, but they also announced more and more layoffs — Because a dollar saved is easier than a dollar earned. And the comedy podcast SmartLess just landed a $100M deal with SiriusXM — Because Content is King, but Distribution is The Duchess. $TLRY $CGC $SIRI $GOOG $MSFT Subscribe to our newsletter: tboypod.c...
Jan 31, 2024•18 min•Ep. 1129
What’s powering LVMH, the largest luxury company on earth? It’s Sephora (LVMH’s favorite child) — Because great luxury builds ladders. FanDuel just started trading on the New York Stock Exchange with a $200 promo code if you download — So we’re looking at sports bettings biggest bet (yet). Roomba-maker iRobot was supposed to be acquired by Amazon, but the deal was just canceled #StockBlocked — But we gotta ask: How does this make consumers better off? $LVMUY $FLUT $DKNG $IRBT $AMZN Subscribe to ...
Jan 30, 2024•21 min•Ep. 1128
The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.” IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, and why prestige ≠ profits. There’s a fascinating chain you’ve never heard of called Where Ya Bin — They sell out of what Amazon can’t thanks to a new pricing strategy: “Purge Pricing.” $IBM $WBD $AMZN Subscribe to our newsletter...
Jan 29, 2024•20 min•Ep. 1127
Dolly Parton just launched a new album, a new food brand, and celebrated a 78th birthday — So we jumped in TBOYstyle to the $600M conglomerate of DollyWood. Wall Street just hit a record high and everyone’s crediting “The Magnificent 7” stocks — But we think it’s really “The Super 6”... because 1 should be out. And Bilt hit a $3B valuation for letting you pay your rent with a credit card (and earn points) — How does this business model work? An alliance of 4 million apartments… and a lot of loya...
Jan 26, 2024•22 min•Ep. 1126
Apple’s car *might* arrive by 2028, and it won’t be self-driving — The biggest cost to this project isn’t time, money, or work… it’s opportunity. Puma stock fell 10% yesterday because Argentina devalued their currency — We’ll show you how currency devaluations are great for 1 thing, horrible for everything else. And Amazon Prime video is reportedly offering MrBeast $100M to do an exclusive show — If they get him, they’re not getting a creator. They’re getting a nation. $AAPL $AMZN $PUM Subscribe...
Jan 25, 2024•20 min•Ep. 1125
TurboTax was just banned from using the word “free” — but that word is how TurboTax won 71% of the tax prep market. Netflix just dropped $5B to live-stream World Wrestling Entertainment — And we think Netflix’s next target should be the NBA. Starbucks just announced its first ever North American Barista Championships — Call them the Goodwill Games… because they are. $SBUX $TKO $NFLX $INTU Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: ww...
Jan 24, 2024•21 min•Ep. 1124
The world has a new #1 airplane company: Airbus — Airbus’s market value just passed Boeing for the 1st time ever. We want to talk about their 12-year waitlist. The Rubik’s Cube toy that’s messed with your minds is surging right now — It sells $75M/year by defying the screen. And xAI, Elon’s chatbot company, is reportedly raising money at a $15-20B valuation — But with AI, you are what you eat (and Grok eats Twitter). $BA $EADSY $SNMSF Subscribe to our newsletter: tboypod.com/newsletter Want merc...
Jan 23, 2024•21 min•Ep. 1123
Haribo is the biggest confectionery company on earth and it just gave us a rare update — The key to Harbibo’s success? It doesn’t change. While most car industry stocks are dropping, Toyota’s is near its all-time high — Because it made a winning bet 25 years ago: hybrids. And 3 of the biggest newspapers in the country were bought by 3 billionaires in the past decade, but they’re still losing money — Because journalism needs a new business model. $HSY $TM $AMZN Subscribe to our newsletter: tboypo...
Jan 22, 2024•20 min•Ep. 1122
Apple Vision Pro goes on sale today for the price of a used car ($3,500) — But Apple’s competitive advantage is its test drive. There have been 7,785 tech layoffs already in 2024, but 1 went viral on TikTok — Employees are now filming their firings because firings should never be a surprise. Kraft’s American Cheese Singles just added new flavors for the first time in decades — Because Big Food is going on the offense: “Processed Food is Good.” $AAPL $KHC $NET Subscribe to our newsletter: tboypod...
Jan 19, 2024•22 min•Ep. 1121
NextLife just raised VC money to launch Plan A - a new birth control… for men — We think there’s just as much innovation in the name of the drug as the drug itself. Whatsapp is the fastest growing messaging app in America thanks as it unites iMessage and Android — And social media is being replaced by messaging. And JP Morgan Chase just revealed at Davos that it receives 45 Billion attempted cyberattacks a day (Yes, billion. Yes, daily) — Which means that we all pay a Cyberattack Tax. $JPM $META...
Jan 18, 2024•21 min•Ep. 1120
“Mean Girls” and “Anyone But You” are the top movies at the box office right now — Because RomComs are replacing superhero movies as the top investment in hollywood. With 80% of America experiencing sub-zero temperatures, we found the #1 snowblower stock — We’re breaking down Toro’s $10B of snow plows. And this week saw internet history — The NFL playoffs on Peacock was the most-streamed thing ever. $TTC $PARA $CMCSA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or ...
Jan 17, 2024•21 min•Ep. 1119
American renters spend a record 30% of their paychecks on average on rent — But we’ll tell you how Minneapolis became a renters’ heaven. Royal Caribbean just received the biggest cruise ship ever: It’s 5x the size of the Titanic — So we’re looking at the Cruisenomics of how (and when) it actually makes money. And Nick Saban is done at the University of Alabama after 6 national championships there — What you don’t realize is the huge economic impact he had on Tuscaloosa, Alabama. $RCL $SPY $BX Su...
Jan 16, 2024•21 min•Ep. 1118
Bitcoin reached a 2-year high as the first ever crypto ETFs began trading on Wall Street — So we’ll tell you what positives and negatives of Bitcoin’s Bit Mitzvah (mazel). The top-selling liquor in America right now? It’s not Jack Danliels or Tito’s, it’s High Noon — We’ll tell you how the canned tequila cocktail reached #1. And ChatGPT just launched a Bot Store — ChatGPT’s new market of bots is inspired by the Spice Girls. $BTC $IBIT $MSFT Subscribe to our newsletter: tboypod.com/newsletter Wan...
Jan 12, 2024•21 min•Ep. 1117
The top-trending New Year’s resolution is #NoSpendJanuary — And it reveals the power of the Finfluencer (= “Financial” + Influencer”). Instacart’s smart cart will now convince you upsell you to buy ice cream — Because the game of groceries is still a physical sport. And Mister Car Wash became the largest car wash chain in America with 1 simple strategy — Chainification: It bought up all the mom & pops. $MCW $CART $SPY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout...
Jan 11, 2024•21 min•Ep. 1116
Stanley’s Starbucks collab at Target caused a riot, selling out instantly — And inside that 40-ounce metal mug is a lesson on how status symbols: Exclusivity beats price. The most inventive company in America? It’s… Qualcomm — This $150B company whipped up 3,854 patents last year, and we’ll tell you why. And Instagram just made its most parent-friendly move ever: A kids table — Zuck did the right thing… but because he was forced to. $SBUX $QCOM $META Subscribe to our newsletter: tboypod.com/news...
Jan 10, 2024•20 min•Ep. 1115
The #1 performing stock of 2023 was Abercrombie & Fitch — And it’s all thanks to women and “The Mullet Strategy.” Over the weekend, a door fell blew off a Boeing airplane mid-flight — Boeing stock just fell 7% and we’re looking at how catastrophes change company culture. And after 27 years, Nike and Tiger Woods are officially breaking up — But Nike’s greatest skill isn’t making shoes, it’s picking talent. $ANF $NKE $BA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutou...
Jan 09, 2024•22 min•Ep. 1114
#1. Robinhood should merge… with X — Democratize Finance For All with the first true super app. #2. Trader Joe’s should launch a streaming service: TJTV — Because every company is now a media company. #3. Taylor Swift should launch her own ticketing service — “SwifTix” is the best option to take down the TicketMaster monopoly. And she’ll do it as a nonprofit. To kick off 2024, we whipped up our 5th annual “3 big business wishes” for the coming year. These aren’t just predictions, they’re wild wi...
Jan 08, 2024•21 min•Ep. 1113
For the first time in 30 years, your keyboard is getting a new key — Microsoft is adding an AI key (but it’s really an AI ad). Peloton stock jumped 15% on its new partnership with TikTok — Prepare for Crissy Tiegen to lead your next yoga class… from Peloton… on TikTok. And Walgreens is cutting its sacred dividend, which sank the stock to a 26-year low — Which is why we think Amazon could acquire Walgreens. $PTON $MSFT $WBA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutou...
Jan 05, 2024•22 min•Ep. 1112
Harry Potter’s Broadway show is the highest-grossing non-musical in history — But Harry’s coming TV series is even bigger… because it’s okay to reinvent the wheel. The world’s biggest shipping company just made the biggest detour on Earth — Maersk is sailing 6K miles around Africa instead of through the Red Sea… and you’re gonna pay for it in your shopping cart. And United Airlines is stealing an idea from Zuck: Targeted ads — Prepare for a personalized ad for you in seat 17A (plus, we’ve got a ...
Jan 04, 2024•20 min•Ep. 1111
What comes after Gen Z? It’s Gen Alpha — Marketers are turning their attention to the children of Millennial parents, and we are too. Pop-Tart was the star of the College Football bowls season, thanks to their mascot — Because Kellogg’s new strategy is to give their snacks arms and legs. And Tesla has always been (by far) the king of electric cars… until now — Because China’s BYD is now outproducing the electric OG. $K $TSLA $BYDDY Subscribe to our newsletter: tboypod.com/newsletter Want merch, ...
Jan 03, 2024•22 min•Ep. 1110
To kick off 2024, we’re presenting our top 3 money stories of 2023. So whip out your wallet, Venmo your Cash App, and DM your broker, let’s hit our first ever money pod… 1) Rent or Buy, a story from September 21st: To Rent or To Buy - that is the question — If Shakespeare was alive today, should he rent a house or buy a house? 2) Aretha Franklin’s Will, from July 13th : When singer Aretha Franklin passed away, we learned something big — That the greatest gift you can give your family is a will 3...
Jan 02, 2024•18 min•Ep. 1109
A bonus episode featuring 3 of our top pop-biz news stories from 2023 on the entertainment industry. So toss on some PJs, hit the couch, and grab the 7 different screens around you, let’s hit our entertainment pod… 1) The Lion King, from January 6th: Disney’s Lion King Musical set a Broadway Record — Because on Broadway you can’t make a living, but you can make a killing. 2) iMessi (7/18): Lionel Messi came to America to play soccer, but the real winner was Apple — We call it iMessi. 3) Spotify ...
Dec 22, 2023•19 min•Ep. 1108
