Disney just became the 1st US theme park to receive a restaurant Michelin star — Because Disney is turning into Vegas… and Vegas is turning into Disney. We call it “Blendertainment”. Duolingo stock just hit an all-time high because it’s using AI to converse with you in French — Duolingo is making AI an asset, not an adversary. And Warren Buffett just hosted the “Coachella for Capitalism,” but the real highlight was his pick to succeed him as CEO — Get to know Greg Abel, the next Warren Buffett. ...
May 07, 2024•24 min•Ep. 1197
Bubble Tea stocks are IPO’ing minting boba tea billionaires — But bubble tea is actually the perfect case study on a financial bubble… The Bubble Tea Bubble. Apple just announced its worst earnings report we’ve ever seen — And we think we discovered its secret numbers on the Apple Vision Pro. Norway banned smartphones in schools and we just got the experiment’s results — Turns out iPhones should be in lockers, not pockets. Plus, one airport in Japan has a perfect record with bags — They’ve never...
May 06, 2024•24 min•Ep. 1196
Audible is reproducing all Harry Potter books into audiobooks (again), but this time with a full ensemble voice cast (hollywood style) — Because the buckets of media have spilled into each other. Barry’s Bootcamp is trying to sell itself for at least $700M — Because nothing drives cash flow like a cult. And T-Mobile has gone from the joke #3 wireless company to the clear #1 — So we whipped up a case study on how they beat Verizon and AT&T. Plust, happy Cinco de Berkshire Gala Derby Weekend t...
May 03, 2024•25 min•Ep. 1195
Vaulted Deep is removing carbon by burying waste deep underground, and it’s stealing a trick from fracking — Yup, underground Poop could help us fight climate change. Airbnb just unveiled a new class of listings: “Icons”: You can stay at the X-Men Mansion or the house from Up — And Airbnb got the idea from Lego. And some Cannabis stocks doubled Tuesday on word the US government is changing how it classifies marijuana — So we’re taking the moment to compare cannabis legalization to sports betting...
May 02, 2024•23 min•Ep. 1194
Bumble is ending its biggest differentiator now that guys can make the 1st move — But Bumble followed the scientific method of launching. Walmart just launched its own version of Costco’s Kirkland brand — “Bettergoods” is Walmart’s 1st new brand in 20 years and it’s all about the DINK. And Detroit was stuck in a brutal 70 year Doom Loop, but it’s reversed into a Boom Loop – We tell the story of Detroit’s bankruptcy bounceback. Plus, Walgreens invented a peelable gummy candy that’s so viral, they...
May 01, 2024•22 min•Ep. 1193
Viking River Cruises is about to IPO at a $10B valuation — It’s not just a pure-play cruise stock, it’s a pure-player Boomer stock. Blade isn’t just a private helicopter that takes you to the Hamptons anymore — Blade’s new business is organ transport, and it’s moved more kidneys than any business ever. And the Non-Compete Agreement is officially dead — The FTC will no longer let your boss be your boss after you quit working for your boss. Plus, ever notice that McDonald’s Coca-Cola tastes better...
Apr 30, 2024•23 min•Ep. 1192
We won the Webby Award for “Best Business Podcast”! And we can’t thank you enough. 🎊 Tractor Supply, the publicly-traded farm store, sells live chickens and is enjoying a record high stock price — And it’s winning because Millennials are migrating from the city to the country (still). Google and Microsoft are $2 trillion and $3 trillion companies because they’re winning in Artificial Intelligence — For every other company, AI is corporate Ozempic. And Whirlpool is pivoting from washing machines...
Apr 29, 2024•23 min•Ep. 1191
We brought up a surprise guest for our Live TBOY show in NYC: Marc Lore, the founder of the most iconic ecommerce brands of all time — and the most energetic entrepreneur we’ve ever met… Marc sold Diapers.com to Amazon for $550M, he sold Jet.com to Walmart for $3.3B, he owns an NBA team, he’s building a tech city in the desert, and he just raised nearly $1B for Wonder to disrupt the restaurant industry. He almost left the interview in the middle of the show because he had a business idea he want...
Apr 26, 2024•33 min•Ep. 1190
Live… from New York… it’s The Best One Yet! We performed a live podcast in front of a live studio audience of 400 Besties and Yetis in New York City. So today’s episode has some extra razzle dazzle and sprinkle dinkle… Watch it on Youtube ! For our 1st story, Tesla’s worst earnings report ever — But we think Tesla may be going through the same moment as Netflix. For our 2nd story, it’s Handbag Wars — Kate Spade is battling Hermes because each bag is a profit puppy. For our 3rd story, it’s Philos...
Apr 25, 2024•34 min•Ep. 1189
The miracle weight loss drugs (Ozempic, Wegovy, etc) appear to have a shocking side-effect: Increased fertility in women — Ozempic may be accidentally causing a little Baby Boom. Apple is reportedly in talks to buy the exclusive global streaming rights to the new FIFA soccer tournament — It’s the Super World Cup of Soccer Clubs… only on Apple+. And Verizon’s stock has barely budged in 20 years… but when you add in dividends, it’s actually up 300% — When it comes to investing, dividends can make ...
Apr 24, 2024•22 min•Ep. 1188
Nike’s stock has fallen by nearly half since 2021 and we found 3 reasons why — One is that Nike failed to learn a valuable lesson from The Beatles. Volkswagen’s factory in Chattanooga Tennessee just became the first non-Detroit car company to form a workers union — But this story isn’t just about VW, it’s about the American South. And in the last two weeks, 2 online therapy companies have raised over $100M — Because Venture Capital firms are finally going to therapy. Plus, email us at nickandjac...
Apr 23, 2024•23 min•Ep. 1187
Amazon’s newest business is actually a secret spy business — And Amazon used it to infiltrate Walmart and other competitors. Korea’s K-Pop bands don’t just play songs, they play stocks — The Big 4 Korean music groups are publicly-traded on Wall Street because K-Pop’s biz is popping. Meta just put an AI Chatbot into the searchbar of all their apps, including Instagram — Mark Zuckerberg’s advantage in the AI battle? Free & Frictionless. Plus, Americans toss out $68M of pennies, nickels, and di...
Apr 22, 2024•22 min•Ep. 1186
It’s finally here… Bitcoin’s biggest day in 4 years: “The Halvening.” So we whipped up a special episode to explain what the Halvening is: 3 stories from the past 4 years that illustrate the promise, potential, and pitfalls of Bitcoin. We look at 1. Bitcoin as cash money 2. Bitcoin as borderless international currency 3. Bitcoin as investable asset By the time you’re done with this pod, you’ll understanding what the heck is happening with this “Halvening” and the 3 key ways we can actually use a...
Apr 19, 2024•21 min•Ep. 1185
✅ Vote for TBOY to win “Best Business Podcast” at the Webby Awards: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business June 13th will be Elon Musk’s most awkward day ever — Tesla Shareholders are voting “yes” or “no” on whether Elon should get a $56 Billion paycheck. The wildest new product in the grocery store is “Designer Fruit” — Turns out, sticking a logo on an Apple makes it worth more, because adjectives are more valuable than nouns. And President Biden just announced ...
Apr 18, 2024•21 min•Ep. 1184
✅ Vote for TBOY to win “Best Business Podcast” at the Webby Awards. https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business Limitless (backed by Andreessen Horowitz) just launched a $99 AI pin that records your conversations and transcribes them into notes for you — So we’re looking at a world where everything you say, do, and hear is recorded… and how to prepare. Ghost Kitchens were supposed to be the future of food, but now they’re disappearing (like ghosts) — This looks like a...
Apr 17, 2024•21 min•Ep. 1183
✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business Dave Ramsey has created a $200M fortune by giving out financial advice on the radio, but now he’s facing a backlash — So we’ll share our #1 rule for personal finance. Scrabble just unveiled “Scrabble Together”, which is less competitive, more for fun — Purists were furious, but this reminds us of Coca-Cola’s new sodas and the backlash they received (or didn’t). ...
Apr 16, 2024•24 min•Ep. 1182
✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business Allbirds just got Wall Street’s worst warning: “Get your stock price above $1 or get delisted from Nasdaq” — So we’re looking at the great de-horning of our generation’s favorite unicorns. JPMorgan’s earnings report is our window into your wallet — And that signal shows why 2024 will have higher interest rates, for a longer time than we hoped. And Lunchables, th...
Apr 15, 2024•23 min•Ep. 1181
✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business More Americans than ever are ordering their coffee decaf — Decaffeinated coffee is booming because consumers want drugs without the drugs. Amazon just said in the annual shareholder letter that the number of Prime Video watchers is 200M as the stock hit an all-time high — Because Amazon’s using “The River Strategy” (unironically). Fanatics is launching the comic...
Apr 12, 2024•21 min•Ep. 1180
Japan’s next-gen bullet train uses “magnetic levitation” to coast 4 inches above the track at 300 mph — Japan’s train megaproject reminds us of America’s Fusion Energy project. Starting this week, internet companies must display “nutritional facts” for the cost and performance of their internet — The same nutrition labels from your Doritos are about to land on Xfinity. Momofuku, the legendary noodle brand, owns the trademark on “chili crunch” — But asian restaurant entrepreneurs think copyright ...
Apr 11, 2024•23 min•Ep. 1179
TBOY Hotline Episode 2 is coming… Email us your question at nickandjack@tboypod.com — your business Besties gotcha back. (Subject line: “TBOY HOTLINE”) Dude Perfect, the sports stunt influencers, already have a smoothie line, a streaming show, board games, and a theme park — And they just got $100M in Private Equity funding to become the next Disney. Bain has published secrets to successful corporate acquisitions — Because 20 years ago, 70% of mergers failed… but today, 70% of mergers succeed. A...
Apr 10, 2024•22 min•Ep. 1178
The number of 24-Hour Restaurants is down 18% since the pandemic — Zillennials no/low-alcohol Dry Wave has ripple effects that are taking down the 24/7 diner. Samsung and TSMC are investing $109B into Texas and Arizona to build Made in the USA computer chips — Nothing gets an economy going like an arms race. Google and Uber just partnered on self-driving food delivery — Waymo robo-taxis delivering dumplings changes the math on self-driving car. And the new status symbol among schoolchildren? Pen...
Apr 09, 2024•23 min•Ep. 1177
✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business The #2-most streamed TV show in America? It’s “Bluey”, the Australian cartoon about a lovely dog family — The franchise is now worth $2B because the media industry because kids content is the most valuable content in streaming. Sweetgreen’s stock has surged 130% so far in 2024 after opening up its 2nd automated salad store — Launching one was provocative, but la...
Apr 08, 2024•22 min•Ep. 1176
✅ Vote for TBOY to win the “Best Business Podcast” Webby Award: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business Apple reportedly just found its “next big thing”: A mobile robot for the home — Apple’s next iPhone could be iR2D2. Larry David’s Curb Your Enthusiasm ends this Sunday with the final episode (whether Susie likes it or not) — So we whipped up 3 work lessons from Larry’s laboratory of creativity. Levi’s jumped 15% after Beyonce name-checked the brand in her bigges...
Apr 05, 2024•25 min•Ep. 1175
Disney’s Shareholder Day included an epic vote to determine the future of the company — CEO Bob Iger prevailed, but the activist investor won too. Billie Eilish, Nikki Minaj, Pearl Jam, and 200 other artists wrote an open letter asking tech platforms to cease using AI to steal their work — But can the tech genie be put back in the bottle? And Amazon’s most ambitious new technology was supposed to be “Just Walk Out” — But now they’re shutting that business down, because it was more trick than mag...
Apr 04, 2024•22 min•Ep. 1174
Vote for TBOY to win the Webby Awards: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/business Gen Z’s newest passion isn’t TikTok, it’s plumbing and other skilled trade jobs — Gen Z is leading a blue collar job surge, because AI can’t fix a clogged toilet. Google just admitting that Chrome’s “Incognito Mode” for searching the web privately actually isn’t private at all — And we know it all thanks to a lawsuit, the truth serum of business. And Tesla just suffered its worst quarte...
Apr 03, 2024•22 min•Ep. 1173
California now has the highest minimum wage law in the country at $20/hour for fast food workers — We call it “The McPayDay”, and it’s a test of the economic concept: “Bottom-Up Economics.” Netflix Co-Founder Reed Hastings acquired Powder Mountain, a ski resort in Utah — It will be part private club, part open to the public. Because Post-Pandemic America loves clubs. And the sports betting industry just had its worst week yet after 3 pro scandals — So we think sports betting needs to learn from ...
Apr 02, 2024•23 min•Ep. 1172
Looking for your Portfolio Life Partner? Sign up for TBOY Dating here: https://tinyurl.com/tboydating The total solar eclipse hits the US one week from today on April 8th — So we're looking at the financial impact on the Eclipse Boomtowns, from Texas to Maine. Japan’s largest diaper brand just made a shocking move: Switching from baby diapers to adult diapers — Japan is officially the oldest country in the world, but immigration is the anti-aging cream of economics. And Facebook’s most successfu...
Apr 01, 2024•22 min•Ep. 1171
Yetis, this our last pod of the week because markets are closed for Good Friday. Robinhood stock has doubled in the past year, now it’s got a (golden) credit credit — Here’s the business model: While the rest of finance double dips, Robinhood single dips. Flamin’ Hot Cheetos are the most controversial food in America, so owner Pepsi is giving it a promotion — Pepsi’s letting its winner ride, by spinning off Flamin’ Hot into its own brand. Boston Consulting Group just calculated a top investment ...
Mar 28, 2024•23 min•Ep. 1170
Florida just banned social media for kids under 14 — Social Media has become the cigarette of the 21st century. Krispy Kreme stock surged 30% on word McDonald’s will sell their donuts in all 13 thousand US locations — Krispy is borrowing the same strategy as Target. And BlackRock’s Larry Fink just raised alarms about Americans and their retirement savings — Why do we invest in retirement? It lets you skip a tax payment. Plus, we’ve got a message for our Baltimore Besties. $DNUT $MCD $META Subscr...
Mar 27, 2024•22 min•Ep. 1169
Mosquitos cause 700,000 deaths per year. They’re also just a pain. So startups are rushing to solve the bug bite problem — Because climate change is now an industry. And it’s bigger than you think Spotify launched a TikTok-style vertical feed to discover podcasts — Next they should expand it to music. Take back what tiktok tiktook. Music discovery. And BYD is selling a high-quality electric car in China for $11k — And that’s terrifying to US and European carmakers. $SPOT $BYDDY $TSLA Subscribe t...
Mar 26, 2024•24 min•Ep. 1168
