Podcast Episodes
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Pepsi Goes Flat & Uniqlo’s T-Shirt Empire
Episode 287: Stocks are rallying, but the bond market isn't sharing the enthusiasm. Today, John and Hanna unpack what this disconnect tells us about …
13 hours ago
FanDuel’s Losing Streak & Beer Bounces Back
Episode 286: Today, John and Emily unpack earnings from Modelo and Corona parent Constellation Brands – and discuss why there’s more to the story tha…
1 day, 13 hours ago
Uber’s Catering Push & Who Produces Your Fast Food Fries?
Episode 285: Today, John and Emily discuss Uber’s plan to buy catering company ezCater for $2.3 billion – and how the rideshare giant is continuing i…
2 days, 13 hours ago
Brazil’s Election Rally & Are EVs Back?
Episode 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why B…
3 days, 13 hours ago
Vail Earnings Slope Down & The Superfan Economy
Episode 283: Today, John and Hanna review the latest earnings from Vail Resorts. Winter passes and skier volume are down, but is it weather or high …
6 days, 15 hours ago
Paramount’s New Co-CEOs & Why Treasury Yields Hit 24-Year Highs
Episode 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem …
1 week ago
Inflation Cools & The Egg Boom Busts
Episode 281: Today, John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed. We also …
1 week, 1 day ago
Oura Ring Pauses IPO & Netflix’s “Worrying” Engagement
Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition.…
1 week, 2 days ago
Meta Poaches A Rival CEO & Costco’s Membership Problem
Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it. …
1 week, 3 days ago
Tokenizing Stocks & The Billion-Dollar Battle for Your Dashboard
Episode 278: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Dylan dives into Robinhoo…
1 week, 6 days ago