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…
11 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