Today

Markets Cheer for TACO Trade Return & Ryanair vs. Musk is Good for Biz

Episode 763: Neal and Toby dive into the markets’ reaction to Trump walking back his threats of European tariffs over Greenland during his address at the World Economic Forum in Davos. Then, Ryanair’s spat with Elon Musk over Starlink has actually been good for Ryanair. Also, Ama ... Show More

31m 4s

Yesterday

Wall St. Shook By ‘Sell America’ & BlackRock’s CEO Says Capitalism is Not Working

Episode 762: Neal and Toby chat about the revived sentiments of “sell America” amid Trump’s beef with European countries, threatening tariffs over his pursuit for Greenland. Then, the biggest names in business are in Davos and are already making headliner statements. Also, Netfli ... Show More

30m 12s

Jan 20

Trump Threatens EU Tariffs Over Greenland & ChatGPT Adds Ads

Episode 761: Neal and Toby discuss the trade war brewing over in Europe as Trump indicates he wants Greenland because he was snubbed for the Nobel Peace Prize. Then, OpenAI thinks it can revolutionize the advertising space by playing ads within ChatGPT. Also, a new ‘mini-sphere’ ... Show More

29m 19s

Aug 2024

🦏 “Dude Where’s My Horn?” — Economics saves Rhinos. Big Tech’s AI FOMO. CapCut’s crazy speed.

In South Africa they’re preemptively de-horning rhinos to save them from poachers… Economics is saving the rhino.Big Tech is being driven by AI FOMO… and Wall Street is analyzing their AI spending receipts. There is 1 app more powerful than TikTok… It’s called CapCut and it’s cru ... Show More

23m 47s

Sep 2025

🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spotify deleted 75M AI songs, while AI slop is slowing your work day… Welcome to the ... Show More

22m 56s

Oct 1

Government shutdown begins, gold surges, Nike and Buffett deals

The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies ... Show More

22m 55s

Oct 1

Ep. 2290 - GOVERNMENT SHUTDOWN: VP JD Vance Stops By To Discuss

Chuck Schumer and Senate Democrats shut down the government last night and VP Vance stops by to discuss; Secretary of War Pete Hegseth and President Trump speak before the top military brass and re-launch America’s warfighting attitude; and Hillary Clinton attacks white Christian ... Show More

1h 13m

Jul 2024

🐮 “Got Dairy?” — Big cheese's turnaround. Flo’s $1B menopause app. Starbucks’ double-pump plan.

Women’s health app Flo just hit a $1 billion valuation… so it’s expanding to Millennial Menopause.We crunched the numbers on Starbucks… it’s officially Wall Street’s least-loved fast food chain.The Dairy Industry is living its best life… because Big Milk bet the farm on cheese.Pl ... Show More

23m 13s

Oct 3

Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout

US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ... Show More

21m 49s

Oct 1

US Shutdown Begins As Stocks Drop & Gold Rallies On Funding Standoff

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Congress blew past a midnight funding deadline, triggering the US government’s first shutdown in nearly seven years — and the third under President Donald Trump. (2) US equity-index futu ... Show More

28m 24s

Jun 2024

💳 “The savviest credit carder” — Wells Fargo’s rent card craziness. The stock market’s AI Mafia. DiGiorno’s “Chaos Pizza”.

How Savvy Millennials are causing Wells Fargo to lose $10 million per month on a rent-paying credit card.How the “AI Mafia” of 6 stocks (led by Nvidia) is adding the stock market to the “Vibecession”.And DiGiorno is using what they call “Chaos” to retake their #1 status in frozen ... Show More

23m 28s

Jul 2024

🧙 “Cyclops are Hot” — “Romantasy'' is driving book sales. NBA should go Inter-continental. Etsy human-touch rule.

“Romantasy” (romance + fantasy) delivered books their first year of sales growth in 3 years.The NBA’s new TV deal is worth $76B over 11-years… now we think it should got inter-continental with 2 expansion teams.Etsy just announced a major turnaround plan… “Keeping Commerce Human” ... Show More

23m 54s

Oct 1

🐶 “Cute > Compute” — DoorDash’s delivery bot. Etsy’s ChatGPT website-killer. America’s 15th Shutdown. +Ford Poetry.

DoorDash’s 1st food delivery robot has as a strategic feature… Cuteness.Etsy stock jumped 16% on a shopping deal with ChatGPT… but AI agents are also a website-killer.The impact of the Government Shutdown?… Just look at Cava lunch bowls & soybeans.Plus, since it’s the 1st day of ... Show More

21m 3s

Government Shutdown = Mass Layoffs? & Qu...