The Best One Yet

“Oppenheimer” debuts tonight on IMAX, so we’re looking at IMAX’s business model — Because it’s a case study flexibility. Kim Kardashian’s shapewear brand hit a $4B valuation and wants to IPO — Because Skims filled the Victoria’s Secret vacuum. And Microsoft finally priced the Office AI assistant that you’ll be using soon — And that’s why Microsoft’s stock just hit an all-time high. $IMAX $VSC...

The Women’s World Cup kicks off Thursday in New Zealand (and Australia) — But we think the Women’s World Cup is a growth stock, while the Men’s tournament is a value stock. AT&T shares just fell to their lowest level in 30 years on a WSJ investigation into its lead cables — But the real problem for AT&T is its failed empire. And the new “it” mode of transportation this summer? It’s th...

The world’s greatest soccer player, Lionel Messi, just began his career in Miami — But the real winner is actually Apple, who’s master plan is to get America loving soccer. Allbirds’ latest shoe is the most sustainable ever (net zero carbon) — But does it violate Allbirds’ very own rule on weirdness? And we’ve got a shortage of Accountants in America that’s affecting Wall Street — If you know an A...

Yetis & Besties, thanks to all of you for getting us to 1,000 episodes (it’s a lovely, nice, round number). Shopify thinks meetings waste valuable company time, so they created a meeting cost calculator — Because your 3-person meeting cost $672. Opill is the first FDA-approved birth control pill — But it’s not just a medication, it’s an economic booster too. Arizona is on pace for 18 stra...

Hot Dogs have been named the “it” food of the summer — because hot dogs are a platform. The Hollywood strike is a lot bigger now that actors joined the writers — but we’ve seen this movie before. When new viewing tech arrives, we need new rules on who gets paid. And Delta Airlines’ quarterly earnings confirm our hypothesis from earlier in the week — Americans are choosing Mykonos over the Mag...

Domino’s swore it would never use 3rd party delivery apps — But great business minds are willing to change their mind. We just got the best Inflation report in years — And when you look at the data, the US is the clear #1. And Aretha Franklin passed away 5 years ago, but her will has been stuck in a couch since then — The greatest gift you can give your family is planning for death. $DPZ $UBER $SP...

“Disney World Hasn’t Felt This Empty in Years” — That’s the headline right now for Disney, because Americans are getting their passports stamped. Kura Sushi is the Japanese-American stock sensation of 2023 — Because the #1 craving of investors this year is restaurant stocks. And the She-cession is officially over — After a Pandemic drop, the percentage of the women in the American workforce just h...

YouTubers Logan Paul and KSI launched an energy drink that’s now the target of Congress — because minor customers can lead to major problems. Amazon Prime Day starts today, but it’s not just Amazon — all of retail is celebrating the made-up holiday because we’re all craving tiny treats. And Zuck just announced that Threads is the fastest-ever app to hit 100M downloads — but Threads’ greatest weakn...

Las Vegas just unveiled the largest sphere on earth — “Sphere” is actually a publicly-traded stock too, and it previews the future of live entertainment. China just weaponized geology (because the US weaponized chips) — Because nobody wins in a trade war. And Rivian’s stock has surged 80% in just two weeks — Because Rivian isn’t just selling to people, it’s selling to Amazon. $RIVN $SPHR Want merc...

Mattel’s Barbie movie just put on a master class in marketing — It’s not an ad campaign, it’s an “ad champagne” Today’s Jobs Report is expected to be huge — but it’s also expected to be the most confusing, so we’re jumping into it TBOY-style. And the “Model A” flying car just got FAA approval for a test flight — but just like the spork, the best of both worlds can actually be worse. (FYI: Here’s t...

We just witnessed a “Stage 5 Zucking” — Instagram has officially copied Twitter with a new app that launches today called “Threads”. Crickets are now human food *and* dog food, because insect-based food found product-market-fit. And Costco is cracking down membership card moochers — Because when companies can’t raise prices, they get strict. $META $COST $WOOF $NSRGY Want merch, a shoutout, or got...

McDonalds' just pulled off the most viral trend of the year… by accident — The Grimace shake highlights “the Case for Chaos” in Marketing. Tesla just announced record car sales for the 2nd quarter, but it’s not just a car company anymore — it’s the gas station of the 21st century. NYC’s biggest commercial landlord is dropping $1B on Penn Station, but has a new vision for your work life — “The 4.5-...

Besties & Yetis, we are so happy to report that Nick and Molly have a healthy baby boy and the family is doing fantastic. After a long labor, we’re extending paternity leave a few more days to give Nick this precious time with his family. The pod returns Wednesday, July 5th. Have a fantastic 4th of July long weekend — and thank you for giving Nick this time!$IBO $TBABYWant merch, a shoutout, or go...

We recorded an interview in a restaurant, none other than Sweetgreen. We interviewed Nathaniel Ru, Co-Founder and Chief Brand Officer of the billion dollar salad chain. Nathaniel tells us about: Launching a $10/bowl restaurant during a recession How he used a boombox to drive business Long-term relationships with local farmers like Firefly Farms (~15 yrs strong) The new robotic restaurant in a sub...

Nick just dashed to the hospital with his wife to have their 1st baby — we don’t have details yet, but we’ll share them on Instagram and Twitter when we have them: @tboypodMeantime, we’re taking a week off for Nick to spend time with his family. Here’s our plan:- Thursday, June 22nd: Bonus Interview Episode with the co-founder of Sweetgreen- Thursday June 29th: TBOY is back, with an episode of The...

The Bud Light Boycott just resulted in a new #1 US beer: Modelo Especial — This Mexican beer’s boom was drank by Millennials.  Mercedes Benz just activated 900K of its cars with a voice AI copilot — So we think it’s the birth of the companionship economy.  And Disney’s newest Pixar movie, Elemental, just flopped at the box office — But we think Pixar can get out of its slump thanks to it...

Beyonce’s concert in Sweden literally caused nationwide Inflation — And it’s the perfect case study to explain all Inflation. Spotify just made a complete pivot to its podcast strategy — It’s trying to be less like HBO, more like YouTube. And Cava’s stock doubled after going public in its very first day of trading — Because 2023 may be the year of the restaurant IPO (aka “The Bistro IPO”).Check ou...

InstaPot has gone from the fastest-growing kitchen appliance to a bankrupt company — Because it ignored the art of aspiration.  UnitedHealth’s stock fell 6% yesterday because the CEO said old people are getting too many surgeries – And funny thing about health insurance companies… they hope you don’t use their health insurance. And the Fed just announced a big Pause — Because after increasing...

Google just announced you better clock-in at the office… or you may lose your bonus — It’s big tech’s Great Reversal on remote work. The Denver Nuggets just won the NBA finals, but the real story is their owner — He’s won 3 major championships in under 2 years, and we found his formula for winning. And Reddit is facing an epic blackout from a major protest — So can a anti-corporate culture survive...

Pizza delivery surged during the pandemic, but it’s now gone cold… because of Frozen Pizza.  JPMorgan is paying a $290M settlement because it allegedly saw something with convicted sex offender Jeffrey Epstien, but didn’t say something.  And NYC is moving forward with America’s 1st “congestion pricing” traffic tax (New Jersey hates it).  $DPZ $PZZA $JPM Want merch, a shoutout, or go...

The Netflix Password-Mooching Crackdown just began… and we just got the numbers on whether it’s working. Out of nowhere, stocks just hit their highest level in a year — We’re officially in a Bull Market (and it’s thanks to 8 specific stocks). And AM Radio was killed by Tesla and electric cars, but Ford is bringing it back — Because of the zombies in “The Last Of Us.” $SPY $NFLX $TSLA Want merch, a...

Uber just launched an “airbnb for cars” feature in the app — because Uber may be the biggest threat to Airbnb (and vice versa).  Adobe’s photoshop is letting AI create images out of thin air — because artificial intelligence can lead to an artificial reality. And Lionel Messi just turned down a reported $1B to play in Saudi Arabia — He’s playing in Miami instead, because upside beats stabilit...

New York City is experiencing smoky air due to fires, and that’s got us thinking about 1 industry: Insurance. Because wildfires in California have made it uninsurable. Cologne and perfume sales are up 60% from before the pandemic, and the surge is coming from men (#Dudefumes).  And CNN’s CEO is out after a really awkward interview, a bad article, and a gym workout. $BBWI $COTY $WBD $ALL Want...

The PGA Tour is merging with LIV Golf, because those Saudi pockets are just too deep.  A top-performing IPO from 2021? It’s Vita Coco — The stock has doubled because coconut water is in 10% of American fridges.  Coinbase’s stock fell 20% the past 2 days because it’s trying to obey the laws of crypto… but there are no laws of crypto. $COCO $COIN $BTC Want merch, a shoutout, or got TheBest...

The Vision Pro headset is Apple’s biggest product since the iPhone — but does it pass “The Ugly Rule”? We found a 4th inflation-proof product… and it’s the top-selling toy on earth: Hot Wheels cars. And we just got the numbers on the Bud Light boycott — It’s not just a boycott, it’s a buy-cott. 0:00- Intro 3:26 - Apple Vision Pro 10:36 - Bud Light Backlash 14:29 - Hotwheels 19:41 - Takeaways 20:32...