Yesterday

Anthropic’s White House Feud Heats Up & Dirty Sodas Take Over America

Episode 796: Neal and Toby dive into the drama intensifying between Anthropic and the White House as the AI company sues the Trump administration after calling Anthropic a ‘supply chain risk.’ Then, why oil is so tied to the economy. Meanwhile, the Chevy Bolt is back and its loya ... Show More

28m 58s

Mar 9

Oil Prices Soar Past $100 & Workers Are Flocking to ‘AI Man Camps’

Episode 795: Neal and Toby talk about the oil price crisis deepening as more Gulf producers slow their output. Then, the Feb jobs report showed a widespread and unexpected downturn in the labor market. For our weekend winners, an authorized photo shoot of Goldman Sachs junior ban ... Show More

27m 48s

Mar 6

America is Going Founder Mode & Can Robinhood’s Platinum Card Take Down Amex?

Episode 794: Neal and Kyle chat about the booming business of entrepreneurship that has swept across the US as workers are finding themselves vulnerable to AI-caused layoffs. Plus, a preview of the jobs report for February. Also, Robinhood introduces a new platinum card to compet ... Show More

27m 55s

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 2025

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

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

Oct 2025

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

Oct 2025

🐶 “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

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

Sep 2025

🍣 “Capitalism Roll” — Sushi’s US surge. Oura’s $11B Ring. Oklo’s nuclear Trump speech. +Ben Stiller soda.

Sushi is surging in America, specifically grocery store sushi… because convenience is king.Oura just hit a $11B valuation selling their tech rings… and it’s thanks to women and soldiers.Oklo stock has risen 1,500% in the last year… even though it has zero revenue (it’s nuclear!)P ... Show More

22m 31s

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

Aug 2024

👟 “Dad Shoe Destiny” — New Balance’s renaissance. Ulta’s Warren Buffett win. Sports Betting vs. Stock Investing.

New Balance just passed Under Armour in sales… because of its Dad Shoe pivot.Warren Buffett’s newest investment? $260M in Ulta Beauty… because Ulta changed how ya buy makeup.A wild new study breaks down a big new tradeoff… Every $1 in sports betting is $1 not invested.Plus, only ... Show More

23m 56s

Nov 2025

Wall Street Gains on Optimism US Will Soon Reopen

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ... Show More

36m 11s

Government Shutdown = Mass Layoffs? & Qu...