Podcast Episodes
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Seinfeld
Season 20 Episode 3
Seinfeld, which ended three decades ago, has been watched by 72 million Americans so far THIS YEAR. Behind that incredible stat is an equally incredi…
4 hours ago
The Home Depot
Season 20 Episode 2
The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look …
1 month ago
Disney: The Renaissance and the Empire
Season 20 Episode 1
In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bl…
2 months, 1 week ago
The Walt Disney Company
Season 19 Episode 4
The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, h…
3 months, 3 weeks ago
Vanguard
Season 19 Episode 3
Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owne…
5 months ago
Rolex
Season 16 Episode 2
Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital succe…
5 months, 2 weeks ago
Costco
Season 13 Episode 2
Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seeming…
5 months, 2 weeks ago
Ferrari
Season 19 Episode 2
Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $…
6 months ago
Formula 1
Season 19 Episode 1
Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person team…
7 months, 2 weeks ago
The NFL
Season 19
The NFL is nearly synonymous with America today. Practically nothing is more quintessentially and universally American than tuning in every Sunday (a…
8 months, 3 weeks ago