Episodes
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,...
Published 04/22/24
Published 04/22/24
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...
Published 04/19/24
✅ 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...
Published 04/18/24
✅ 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...
Published 04/17/24
✅ 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...
Published 04/16/24
✅ 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...
Published 04/15/24
✅ 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...
Published 04/12/24
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...
Published 04/11/24
TBOY Hotline Episode 2 is coming… Email us your question at [email protected] — 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...
Published 04/10/24
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...
Published 04/09/24
✅ 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...
Published 04/08/24
✅ 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...
Published 04/05/24
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...
Published 04/04/24
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...
Published 04/03/24
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...
Published 04/02/24
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...
Published 04/01/24
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...
Published 03/28/24
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...
Published 03/27/24
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...
Published 03/26/24
Former president Donald Trump’s Truth Social is now a publicly traded stock — The former president turned the stock market into his GoFundMe.  Loyal is developing a drug that may extend the life of a dog by a year — Because every generation brands health in its own image (first “dieting”, then “wellness”, now “life extension”). And athleisure stocks suffered a truly awful Friday — Nike and Lululemon are asking for a flag: “Too many players on the field”. $DJT $LULU $NKE Subscribe to...
Published 03/25/24
Reddit, the front page of the internet, just delivered the biggest IPO of the year, and the stock rose 48% on the first day — But Reddit’s community giveth, they can also taketh away. Apple just became the final Big Tech company to get sued by the US government — It’s not being sued for iPhone dominance, it’s being sued for abusing that dominance. And Ranch dressing sales just beat ketchup for the 1st time in US history — Hidden Valley Ranch’s secret ingredient? Merge Research &...
Published 03/22/24
The EPA just set new rules that effectively require car companies to go 50% electric by 2030 — But the surprise winner of the electric car EV boom is tires.  Stanley’s 40 ounce tumblers are viral with women, but now the company wants to expand to men — Ironic, because for 100 years Stanley only sold to men.  The Federal Reserve just announced they were not changing interest rates, but predict 3 cuts by the end of the year — it got us thinking about the 1 big economic cost of the pandemic:...
Published 03/21/24
Unilever is spinning off its $9B ice cream biz into a separate company, they’re unwinding Ben & Jerry’s 24 years after they acquired it — We’re looking at how Ben & Jerry managed to get rich and stay king. The biggest YouTuber on earth, MrBeast, is partnering with Amazon for the biggest game show on earth — With a $5 million prize, the game show sounds expensive. But it’s not. And Nvidia’s CEO may be the most important person you don’t know — He hates watches, he loves Denny’s, and...
Published 03/20/24
🎟️ 10 tickets left to TBOY Live NYC on sale here 🗽: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0i Cocoa prices rose another 25% last week to an all-time high — Wall Street noticed, because chocolate stocks now trade like luxury brands. Apple may be killing off Siri to put Google’s AI in your iPhone — If they do, it’s a lesson Apple learned painfully: The Maps Mistake. And Live Nation, the owner of TicketMaster, just launched concerts… on yachts — Cruise concerts capture...
Published 03/19/24