Episodes
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
The Senate is expected to vote on forcing TikTok to sell itself… or get banned — So we’re asking: Who should buy TikTok? Dick’s Sporting Goods stock is at an all time high thanks to their “House of Sports” megastores — We think Dick’s should add free agent Under Armour to its roster. And the hot new side-hustle? Vending Machines — We’re breaking down the passive income beauty of operating your own vending machine.  $UA $JPM $DKS Subscribe to our newsletter:...
Published 03/18/24
A new monthly-ish Q&A series from The Best One Yet podcast where Nick & Jack answer your voicemails.  So sit down (literally) with the voice of pop-business — The ex-Wall Streeters (now besties) answer your questions on investing, on entrepreneurship, work, podcasting, life, and even restaurant recs. Guac is always extra, but this business advice isn’t.  Description: Traits to look for in a business partner or co-founderHow Jack funded his open bar with an investmentWhy you...
Published 03/15/24
🎟️ TBOY Live NYC Tickets on sale now here 🗽: https://citywinery.com/new-york-city/events/tboy-pod-cs3z0i Trader Joe’s $2.99 tote bag has gone viral and we think it’s a manufactured sellout — But the real entrepreneurial lesson here? Learn to love the line. Palantir, the mysterious $55B tech company, just pulled a Tony Stark — But the stock has tripled in the last year because it’s the only tech company willing to make bombs. And the biggest surprise from SXSW? Printable houses — Icon...
Published 03/14/24
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...
Published 03/13/24
🗽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...
Published 03/12/24
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,...
Published 03/11/24
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.”...
Published 03/09/24
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...
Published 03/08/24
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,...
Published 03/07/24
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...
Published 03/06/24
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...
Published 03/05/24
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,...
Published 03/04/24
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...
Published 03/01/24
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...
Published 02/29/24
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...
Published 02/28/24
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...
Published 02/27/24
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:...
Published 02/26/24
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...
Published 02/23/24
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...
Published 02/22/24
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:...
Published 02/21/24
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...
Published 02/20/24
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...
Published 02/16/24
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...
Published 02/15/24