Episode 454: Whoa! It’s Ann and Kyle! They talk about Meta’s antitrust court case where the FTC wants to break up Instagram and WhatsApp from the social media giant. Then, Disney is the Stock of the Week after reporting strong earnings to its streaming business with the help from its parks and studio divisions. Is Bob Iger the GOAT? Meanwhile, electric vehicles are the Dog(s) of the Week after the Trump administration aims to kill Biden’s EV tax credit. Plus, the satirical news publication The O...
Nov 15, 2024•31 min•Ep 454•Transcript available on Metacast Episode 453: Neal and Kyle discuss the selling of food delivery app Grubhub for a massive $6.5B loss and why former Walmart exec Marc Lore may be interested in acquiring it. Then, as some users delete their X accounts and move to other platforms, some brands are flirting to get back with X. Also, NYC approves a bill that will end broker fees that have been a burden for many renters. Meanwhile, Neal shares his favorite numbers including, Amazon’s discount store, NFL bettors beating DraftKings, an...
Nov 14, 2024•30 min•Ep 453•Transcript available on Metacast Episode 452: Neal and Toby chat about the return of Wall Street’s big bonus-time after its 2 year drought of shrinking payouts. Then, Activist investor Elliott Management has taken a massive stake in Honeywell and is calling the company to break itself apart. Plus, the CEO of Saudi Arabia’s Neom has suddenly left, which marks another setback for the anticipated ‘city of the future’. Meanwhile, Amazon is also getting into the smart glasses game, this time looking to supply its delivery drivers to...
Nov 13, 2024•31 min•Ep 452•Transcript available on Metacast Episode 451: Neal and Toby discuss Trump’s plan to mass deport millions of immigrants, which has economists concerned such an exodus may hurt the economy. Then, the COP29 climate summit kicks off and nations question the US commitment to reducing greenhouse gas emissions. Next, Mattel is doing damage-control after it mistakenly printed a link to a porn site onto its dolls for the upcoming film ‘Wicked’. Meanwhile, Chegg, the once popular online education site, is hoping it’s business doesn’t bec...
Nov 12, 2024•32 min•Ep 451•Transcript available on Metacast Episode 450: Neal and Toby explain why the Crypto world is soaring off of Donald Trump's presidential election win. Plus, what the incoming administration means for the business of sports. Next up, Barnes and Noble is opening 60 stores across the country. Then the winners of the weekend which include grammy nominations and NYC congestion pricing. Finally a look at the week ahead. 00:00 - Veterans Day 02:50 - Bitcoin Policy 07:50 - Sports World under Trump 11:50 - Barnes & Noble Opening 60 Stores...
Nov 11, 2024•30 min•Ep 450•Transcript available on Metacast Episode 449: Neal and Toby recap the Fed meeting through the lens of an incoming Trump presidency and whether Fed Chair Jerome Powell’s goal remains the same. Then, while the inflation rate has gone down, mortgage and borrowing rates continue to climb…what’s the deal?? Next, a recap of how the world economies are reacting to the election and Trump’s proposed plan of broad-based tariffs. Meanwhile, the Stock of the Week is the private prison business and Dog of the Week are US retailers. Lastly, ...
Nov 08, 2024•30 min•Ep 449•Transcript available on Metacast Episode 448: Neal and Toby continue discussing the aftermath of Trump’s return trip to the White House, starting with Elon Musk, who just got a generous wealth bump after Tesla stocks jumped. Then, Harris calls Trump to concede, more stock market reactions, the latest on the House, and how polls got it wrong. Next, M&As may be getting a resurgence after Trump vowed to remove regulatory red tape under his administration. Plus, it’s Neal’s Numbers on economy as the No. 1 issue, Polymarket payout, ...
Nov 07, 2024•29 min•Ep 448•Transcript available on Metacast Episode 447: Neal and Toby recap market reactions from Trump’s 2024 presidential victory, including Trump Trades soaring, Tesla and bank stocks surging from a boost of potential deregulations. Also, is the clean energy business in jeopardy? Meanwhile, the global wellness industry reaches a record high of $6.3T thanks to its very broad definition of “wellness”. Next, Walmart rolls out new tech that can unlock security cases for items using the cellphone. Lastly, other headlines including Palantir...
Nov 06, 2024•29 min•Ep 477•Transcript available on Metacast Episode 446: Neal and Toby break down what election night will look like on the biggest cable news networks and why the New York Times tech workers are going on strike ahead of election day. Plus, an explanation of why Florida is fighting the legalization of cannabis and why the average US homebuyer is getting older. Next up, TVs keep getting bigger and cheaper. Finally other headlines that include the end of the Boeing strike, Elon Musk is allowed to give away $1 million, and Meta's Nuclear AI ...
Nov 05, 2024•29 min•Ep 446•Transcript available on Metacast Episode 444: Neal and Toby (fresh from his post-marathon glow) recap the biggest election news as we’re one day away from Election Day and each candidate is throwing the kitchen sink. Then, Warren Buffett sells another chunk of Apple shares which boosts Berkshire Hathaway’s cash up to new records. Next, TGI Friday’s files for bankruptcy. Meanwhile, the weekend’s winners are Nvidia and spray-on sneakers. Lastly, the biggest news you need to know for the week ahead. Subscribe to Morning Brew Daily...
Nov 04, 2024•31 min•Ep 445•Transcript available on Metacast Episode 444: Neal and Toby chat about the recent data showing not all college tuition is getting expensive, in fact, it’s become more affordable in the last decade. Then, Britain’s Labour Party swings for the fences to catch up to the US economy by announcing its biggest tax hike on the wealthy yet. Next, Chinese EV maker BYD overtakes Tesla in EV sales for the first time this quarter, signaling that a new EV king could be crowned. Meanwhile, the fast-casual restaurant industry might be struggli...
Nov 01, 2024•32 min•Ep 444•Transcript available on Metacast Episode 443: Neal and Toby chat about the recent uptick of wall street investors buying up cheap homes and charging higher than normal rent. Then, the Department of Transportation’s new rule about automatic refunds goes into effect that should ease the minds of many travelers. Next, the location of world leaders and their bodyguards could be traceable through the popular fitness app, Strava, says a French newspaper. Also, Neal shares his favorite numbers on election spending, a hefty Google fine...
Oct 31, 2024•31 min•Ep 443•Transcript available on Metacast Episode 442: Neal and Toby discuss the final snapshot of major economic indicators before the general election that could potentially swing the last remnants of undecided voters. Then, major earnings reports from Alphabet, Reddit, McDonald’s, and Chipotle. Next, new nutritional guidelines around red meat has the meat industry shaking in their boots. Plus, Starbucks tells its employees to return-to-office, or else…they’re fired, as major companies are calling back staffers back to fill up empty o...
Oct 30, 2024•31 min•Ep 442•Transcript available on Metacast Episode 441: Neal and Toby recap the big announcements from Apple, starting with its launch of Apple Intelligence – its very own in-house AI model. Then, the Philadelphia District Attorney has sued Elon Musk since he began giving out $1M payouts to get people to register to vote. Next, Sam’s Club, Aldi, Target, and Walmart all announce Thanksgiving meal deals to simplify the Big Dinner, but also to win back shoppers still cautious from high inflation. Meanwhile, Toby shares his trend of watching...
Oct 29, 2024•30 min•Ep 441•Transcript available on Metacast Episode 440: Neal and Toby discuss the decision made by the Washington Post and LA Times to not make any official endorsements for either presidential candidate which has left many debating if it was the right move in a wavering media industry. Then, the latest ‘Call of Duty’ adds to its money-making franchise but this time, it’s the first major game to test the success of Microsoft’s acquisition of Activision Blizzard. Plus, California Governor Gavin Newsom proposes doubling its film tax incent...
Oct 28, 2024•29 min•Ep 440•Transcript available on Metacast Episode 439: Neal and Toby dive into why election anxiety might be causing a reluctance for the American consumer and how it’s hurting businesses. Then, Keurig just bought a majority stake in Ghost energy drink for over $1B, which signals the growing category for caffeinated drinks. Next, Gold reaches another all-time high – will it ever slow down? Also, Philip Morris is the week’s Stock of the Week, while Polymarket is the Dog of the Week. Lastly, Tesla’s big day, Yum Brands pulls back on onion...
Oct 25, 2024•30 min•Ep 439•Transcript available on Metacast Episode 438: Neal and Toby recap Boeing’s Q3 earnings, reporting a massive $6B loss amid chaos all across the company. Then, Apple and Goldman Sachs are hit with a combined $89M fine by the US Consumer Financial Protection Bureau for allegedly misleading Apple Card customers. Plus, Anthropic AI releases their upgraded Claude 3.5 Sonnet model that can control a user’s computer. Next, Neal shares his favorite numbers on MBAs, car colors in America, and the largest known Prime number. Lastly, other...
Oct 24, 2024•31 min•Ep 438•Transcript available on Metacast Episode 437: Neal and Toby talk about the IMF’s recent report that puts the US at the top when it comes to global economic productivity, thanks to a healthy dose of tech and energy investments. Then, McDonald’s deals with a PR crisis as an e.coli outbreak is linked to one of its beloved menu items. Also, Target, Walmart, and other major retailers are rolling back prices to win back inflation-scarred shoppers – just in time for holidays, of course. Plus, researchers have found Arkansas is sitting...
Oct 23, 2024•31 min•Ep 437•Transcript available on Metacast Episode 436: Neal and Toby chat about the latest chapter in the battle against AI vs. news publishers – this time, against Jeff Bezos-backed Perplexity AI, which is accused of stealing content. Then, Disney's latest board shake up signals the start of a leadership change that will ultimately replace Bob Iger…again…hopefully. Plus, the Biden administration is making last-ditch efforts to win over voters by proposing free OTC birth control. Meanwhile, the newly dubbed, ‘Sandwich Generation’ is jug...
Oct 22, 2024•30 min•Ep 436•Transcript available on Metacast Episode 435: Neal and Toby discuss the economic fallout from Cuba’s power crisis as it has gone 3 days without any electricity. Then, Sam’s Club introduces its “store of the future” with no checkout lanes in hopes of providing a complete frictionless shopping experience. Also, a startup thinks it has the technology to help wealthy couples increase the IQ of their babies, opening up another debate on the ethics of human genetic engineering. Meanwhile, nuclear stocks and robotaxis are the weekend ...
Oct 21, 2024•29 min•Ep 435•Transcript available on Metacast Episode 434: Neal and Toby discuss the effects of a broad tariff policy that Republican presidential nominee Trump proposes if he were to be elected and US Treasury Secretary Janet Yellen warns that it may hurt the economy or then help. Then, Netflix’s latest earnings are proving price hikes are boosting profits while steadily gaining new subscribers. Plus, news of an Uber takeover of Expedia boosts its stock, making it the Stock of the Week, and leaves Wall Street saying, “Hm, not a bad idea.” ...
Oct 18, 2024•31 min•Ep 434•Transcript available on Metacast Episode 433: Neal and Toby discuss the latest mega moves from Google and Amazon going into the nuclear business to power their data centers. Then, ASML warns sales are dwindling which shakes the global chip industry. Plus, the FTC thinks it ought to be easier for customers to cancel their subscriptions – and it makes it so with a rule where companies have a simple ‘click-to-cancel’ option. Meanwhile, Neal shares his favorite numbers from electric vehicles, trust in the media, and bags of chips. ...
Oct 17, 2024•32 min•Ep 433•Transcript available on Metacast Episode 432: Neal and Toby discuss the huge influx of bets being made on the US presidential election and why the lifted ban on prediction markets is huge. Then, Walgreens is closing up 1,200 stores, joining a growing number of pharmacies shutting down as payments for prescription drugs are drying up. Next, the highly anticipated ‘Joker’ sequel, which cost $200M to make, is struggling to break even at the box office. Plus, the Victoria’s Secret Fashion Show is back after going into complete over...
Oct 16, 2024•32 min•Ep 437•Transcript available on Metacast Episode 431: Neal and Toby recap SpaceX’s 5th test flight of the Starship rocket which completed a first-ever rocket booster return. Then, the Boeing strike of its machinists passes one month and it’s already costing the embattled company billions of dollars. Next, 3 economists receive the Nobel prize for their work looking at how a nation’s institutions and how they evolve are linked to societal prosperity. Meanwhile, private equity firms have poured into HVAC, plumbing, and electrical business...
Oct 15, 2024•31 min•Ep 427•Transcript available on Metacast Episode 430: Neal and Toby answer some questions from listeners and they do not hold back. They cover news stories they would put in a time capsule, their favorite or weird economic indexes, and reflect back on their favorite stories so far. Also, some behind the pod insights on how they prepare, how long it takes to put together an episode, if Kyle Hagge is constantly waiting on the sidelines to sub in. Lastly, a rapid fire round to answer all your quirky questions. 00:00 - Intro 1:40 - Time ca...
Oct 14, 2024•29 min•Ep 433•Transcript available on Metacast Episode 429: Neal and Toby recap the big unveiling of Tesla’s long awaited Cybercab that could cost $30,000 to ride in and can bought. Then, a look into the latest inflation report which rose slightly, reminding economists and officials that inflation is not going away just yet. Next, Mark Cuban joins in on the billionaire’s war on Lina Khan. Except, Khan has a staunch defender named AOC. Meanwhile, our Stock of the Week is Palantir and Dog of the Week is Redbox. Lastly, United Airlines announce...
Oct 11, 2024•32 min•Ep 429•Transcript available on Metacast Episode 428: Neal and Toby chat about Tampa Bay’s General Hospital and its efforts to stop flooding from Hurricane Milton in its tracks with a barrier called AquaFence. Then, the DOJ weighs its options on how to dismantle Google, including the possibility of breaking it up. Next, Amazon introduces a new AI tool that can be your personal shopping guide. Plus, Neal shares his favorite numbers in the pickleball v. tennis turf wars, Mega Millions ticket price, and the Tropicana Las Vegas hotel. Last...
Oct 10, 2024•29 min•Ep 428•Transcript available on Metacast Episode 427: Neal and Toby explain how the Federal Deficit hit $1.8 trillion. Then, two pioneers in AI received the Nobel Prize in physics for their groundbreaking work in building the technology as we know it today. Next, short sellers are accusing Roblox of inflating their user metrics and woefully allowing disturbing content on its platform that violate child safety laws. Plus, an HBO documentary promises to reveal the identity of Bitcoin’s inventor. Something others that have tried but faile...
Oct 09, 2024•31 min•Ep 427•Transcript available on Metacast Episode 426: Neal and Toby talk about Hurricane Milton which has picked up a considerable amount of wind speeds and rainfall in the last 24 hours and why Tampa Bay is particularly vulnerable. Then, when it comes to reaching out to voters, traditional media is out, podcasts are in as both presidential candidates use these emerging spaces to get their campaign messages out. Plus, the Supreme Court hears a challenge to gun laws that have crippled gun manufacturers and the making of ‘ghost guns’. Me...
Oct 08, 2024•30 min•Ep 426•Transcript available on Metacast Episode 425: Neal and Toby recap the Sept jobs report which shows positive signs of a resilient economy. Then, Google must fend off fierce competition coming for its search business as advertisers are looking for other opportunities. Next, a new tool can create a new podcast show by simply feeding it a doc through the magic of AI. Meanwhile, the Savannah Bananas and obesity rates are the weekend’s winners. Lastly, the biggest news in the upcoming week ahead. Subscribe to Morning Brew Daily for m...
Oct 07, 2024•31 min•Ep 425•Transcript available on Metacast