Airbnb’s banned indoor security cameras from airbnbs worldwide (good for guests, bad for creeps) — But it reveals the Platform Paradox: It’s hard to make both guests and hosts happy. LEGO only announces earnings once per year — Turns out 2023 was the worst year for toys in 15 years, so LEGO is leaning on Harry Potter obscurity. And the White House just revealed a plan to ignite the housing market that we call “The Empty Nester Nudge” — If you’re buying or selling a starter home, you could get $1...
Mar 13, 2024•23 min•Ep. 1159
🗽TBOY Live NYC 🍎— Tickets on sale Thursdays here: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0i It’s the 4th birthday of Covid, so we’re looking at all the way’s the economy’s changed — Cruises are up, Zoom is down, and you live 2x as far from work. Just before Panera does another IPO (Initial Public Offering), the sandwich chain is loosening their food standards — Because IPOs are like financial Ozempic. And Boeing airplanes caused another scary close call in the skies yesterday...
Mar 12, 2024•24 min•Ep. 1158
There is 1 product that has defied inflation more than any other: The Banana — Bananas have remained the most affordable fruit in America for 3 reasons, and 1 of them is turning brown (literally). TikTok’s worst week ever: Congress is voting on whether to force TikTok to split from China — But the surprise on the ballot this election year may be Gen Z TikTokers. And the percentage of women working just hit an all-time high *worldwide* — And it all comes down to one key: Childcare. Plus, for your...
Mar 11, 2024•21 min•Ep. 1157
Since we all lose an hour of sleep during Daylight Savings this weekend, we whipped up a special podcast to help you fall asleep: We read the first shareholder letter from Amazon’s 1997 annual report. Of all the corporate reports out there, this one is fascinating — Jeff Bezos illustrates the master plan that he would spend the next 25 years executing on. But it’s still a corporate report, so you’ll drift off somewhere between the 4th and 7th time Bezos mentions “relentless customer focus.” This...
Mar 09, 2024•23 min•Ep. 1156
JKBX is letting retail investors own a piece of their favorite songs, like Beyonce’s “Halo” — Because the SEC just approved Wall Street’s publicly-traded jukebox. Rivian just unveiled a compact electric SUV, the R2, and surprised us with the R3 and R3X as well — Because the future of electric cars depends on creating “The DINK-Mobile.” And Walmart just launched what we call “Early Bird Super Delivery”: 1-hour delivery if you order before 6am — Because great businesses don’t look at what wi...
Mar 08, 2024•21 min•Ep. 1155
Elon Musk and Sam Altman were once the low-key bromance of tech — But now they’re in a brutal legal fight over OpenAI and the future of artificial intelligence. Foot Locker’s in love with Nike: 60% of its sales are of things with a swoosh – But Foot Locker’s stock fell 30% yesterday because Nike’s just not that into you. And restaurants just revealed the 1 type of table they hate the most: Party of 6 — Nanoeconomics shows why many restaurants are not allowing parties of 6 or more. Plus, Miami Be...
Mar 07, 2024•20 min•Ep. 1154
Dune: Part 2 just brought in $182M at the box office on opening weekend, but the winner was IMAX — Because regular theaters are in trouble, premium theaters ain’t. Whole Foods Market its 1st ever Bodega — Because the idea can be right even if the execution is wrong. And while tech companies continue layoffs, 1 company is hiring: The Government — We call it FedTech… and to hire up, they’re paying up. Plus, a massive helium deposit was found 2,200 feet under Minnesota — It’s #2 in the periodic tab...
Mar 06, 2024•21 min•Ep. 1153
CEOs of Meta, Disney, and Microsoft attended the wedding of Asia’s richest family: The Ambani’s — Behind it all is Reliance Industries, India’s biggest company. Apple was just fined $2B by the European Union for anti-competitive drama with Spotify — The shocker? The App Store in question is the only part of Apple that’s growing. And Iowa’s basketball star Caitlin Clark has set the all-time scoring record for women and men — But we’re looking at her NIL deals and thinking: she’s already pro. Plus...
Mar 05, 2024•24 min•Ep. 1152
From the backseat of a Waymo self-driving cab in San Francisco, we’ll make you an expert on the entire self-driving car industry. As our robot drives us around the City with mics in-hand, we cover the past, present, and future of robotaxis — and the technology, the business model, and the shockingly vast impact. From the controversies caused by Uber, Cruise, and Tesla to the huge gains to humankind that self-driving technology can bring, it’s all in this bonus episode. So sit back, relax, and ta...
Mar 04, 2024•29 min•Ep. 1151
Subscribe at tboypod.com/newsletter to get The Best Newsletter Yet. Jeff Bezos, Microsoft, Nvidia, and OpenAI all just invested in FigureAI, whose humanoid robots can do manual labor — The key isn’t the human-like bodies, it’s the AI brains. Following its worst year ever, Budweiser managed to avoid a worker strike — And it reveals one of our favorite lessons on negotiation. And Oiishi has invented the perfect strawberry… that’s also the world’s most expensive strawberry — The “Veblen Effect” exp...
Mar 01, 2024•21 min•Ep. 1150
Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop. Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do. And Teledoc, the owner of BetterHelp, just announced bummer news for investors: It’s “well-penetrated” — A small announcement like that makes a huge difference if you look 10 years out. By the way… on leap day, stock markets...
Feb 29, 2024•18 min•Ep. 1149
Inspired by Uber, Wendy’s is adding digital billboards to all locations by 2025 so it can bring Surge Pricing to fast food — How much does a burger cost? Depends on the time of day. Kroger and Albertsons were about to merge in the biggest deal in grocery history, but the government just sued to block it — Because this year’s election will be decided in the grocery aisle. And after 10 years of developing a secret iCar, Apple is quitting — But we think Apple already owns your car (we’ll explain). ...
Feb 28, 2024•20 min•Ep. 1148
Ikea’s got its own malls now, and is adding a branded coworking space to them — Ikea just launched a rival to WeWork because coworking isn’t a product, it’s a feature. The #3 coffee chain in America? It’s Dutch Bros — The Broistas at Dutch Bros are catching up to Starbucks by obsessing over the drive-thru. And Warren Buffett just wrote his annual letter to shareholders — It reminded us of Warren’s legendary “20–Slot” mindset of patient investing. Plus, Pitbull is opening a restaurant inside a Wa...
Feb 27, 2024•21 min•Ep. 1147
5 countries have landed on the moon, now 1 company has: Intuitive Machines — Nasa was barely involved, because sometimes to grow, you have to let go. Pork demand is down in America for the last 20 years, because Chicken is taking over — The real problem? “The Other White Meat” marketing campaign. Reddit was one of the first social media companies, but will be the last to IPO — But the biggest risk to the company? Revolt. Literally. $RDDT $LUNR $TSN Subscribe to our newsletter: tboypod...
Feb 26, 2024•21 min•Ep. 1146
Need advice? Got a question? Write-in to get it featured on our new podcast series: “TBOY Hotline” — Email: [email protected] Subject line: TBOY Hotline. We just got the results on the biggest 4-day workweek experiment ever… the results were huge — But the biggest challenge to the 4-day workweek is the same as your Middle School dance. Nike just made the biggest mistake in sports fashion history: “Jersey-gate” — Because you shouldn’t get feedback from fair-weather fans. And tomorrow ...
Feb 23, 2024•20 min•Ep. 1145
American Airlines increased their checked bag fee by 33%, but economics shows they should do the opposite — Airlines should kill overhead compartments… kill the carryon. Liquid Death is selling the space on their boxes as an ad to Coinbase – It’s a “tiny billboard” and it’s the dumbest idea you can think of (and that’s the point). Nvidia just announced that revenues nearly quadrupled last quarter — Because they price their chips like Hermès prices their handbags. And Apple debunked the “rice wil...
Feb 22, 2024•21 min•Ep. 1144
Capital One is acquiring Discover Card for $35B, the biggest acquisition of the year — Because credit cards are still a fashion accessory. Wawa, the Philadelphia-based convenience store, is expanding nationwide — But Wawa’s secret to success isn’t the hoagies, it’s the bathrooms. And OpenAI launched Sora, their text-to-video AI product that creates Hollywood-style video in seconds — But like nuclear power, Sora can be good or bad. $COF $DFS Subscribe to our newsletter: tboypod.com/newslett...
Feb 21, 2024•21 min•Ep. 1143
Girl Scout Cookies are on pace for their first ever billion-dollar year — So we’re breaking down the economics of every box of Samoas. Robinhood just announced a profit and the stock has surged 60% since November — Because Venture Capitalists reward risk, but Wall Street rewards boring. And Greece found a clever way to capitalize on tourism: IPO the Athens International Airport — You can now own stock in a Greek airport. Plus, Tooth Fairy payouts just hit an all-time high (and she’s giving out g...
Feb 20, 2024•20 min•Ep. 1142
The Prenup Pop: The hot new wedding trend among Millennials is Prenuptial Agreements — Prenups are up 15%, so it’s time to redefine the Prenup. Tinder’s earnings revealed that despite inflation, we’re paying for premium dating app features — Because the most important investment of your life? It’s your life partner. McDonald’s removed salads from its menu, but that business decision is a lesson for your love life — If you’re trying to please everyone (a people pleaser), you’re not pleasing yours...
Feb 16, 2024•19 min•Ep. 1141
There’s record low snow, but Vail Resorts is still enjoying record high revenue — And it’s all thanks to a pricing strategy from Heidi Klum: “You’re either in or you’re out.” Lyft’s just made the most expensive typo ever — The stock surged 67% on a $3B typo, so we jumped into the history of Wall Street typos. Walmart is reportedly trying to acquire Vizio TVs for $2B — Because Big Tech’s next battle is for your living room. Plus, chocolate prices have doubled, so don’t eat your Valentine’s candy…...
Feb 15, 2024•22 min•Ep. 1140
Daters are choosing Linkedin over Tinder and other dating apps — Because historically, Americans have found their future spouse at work. During the Super Bowl, Beyonce announced her new album Act II, dropping March 29th, and her musical pivot to country — Because country music is now a growth industry. And Australia is passing a law on “The Right to Disconnect” — If your boss sends you an email at 8:19pm, you legally have the right not to respond. Plus, more of our publicly-traded poetry. And a ...
Feb 14, 2024•18 min•Ep. 1139
Sony just made the biggest purchase in music history, Michael Jackson’s music collection for $1.2B — Because they separated the art from the artist. The Super Bowl winner wasn’t Kansas City, it was Dunkin’ Donuts — Because Super Bowl commercials aren’t 30 seconds long, they’re 30 days. And over the weekend, one of Google’s self-driving Waymo robotaxis was set on fire — And that reminds us of the same incident… in England… 200 years ago (spoiler: It’s the Luddites). $SONY $PARA $GOOG Subscribe to...
Feb 13, 2024•20 min•Ep. 1138
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 S...
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
