The Best One Yet
1,265 episodes - English - Latest episode: 4 months ago - ★★★★★ - 8.5K ratingsFeel brighter every day with our 20-minute pop-biz podcast. The 3 business news stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.
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Episodes
🥤 “Huge Millennial Water Bottle” — Stanley’s tumbler surge. The Ozempic Effect. Shrek’s music stock.
October 06, 2023 07:01 - 22 minutes - 20.2 MBThe #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “minnovation”. Ozempic is already being used by a shocking number of people — It’s not just a weight loss drug. It’s changing the entire economy. And you can now buy stock in Shrek (literally the music from the movie Shrek) — It’s financial memorabilia for which we’re happy to pay an emotional premium. $NVO $HPGSF Play our weekly news quiz: g...
🤖🏃🏻 “AI Forrest Gump” — Tom Hanks’ deepfake drama. World Cup’s 2030 dictator decision. Airbnb’s Pre-Apology Tour.
October 05, 2023 07:01 - 20 minutes - 18.8 MBFIFA just announced the 2030 World Cup hosts… sorry 6 different countries as co-hosts — Because sports has a Dictator Problem. Airbnb is facing more challenges right now than it ever has – So Airbnb’s going on a Pre-Apology Tour. And Tom Hanks just went on Instagram to warn you: The Tom Hanks video you’re seeing isn’t really him — Artificial Intelligence had its Tom Hanks moment. $ABNB $META Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheB...
💰 “Geniuses are eccentric. So are frauds” — SBF’s trial begins. Mean Girls on TikTok. Millennials’ financial win.
October 04, 2023 07:01 - 20 minutes - 19.1 MBSam Bankman-Fried’s criminal trial just kicked off with some wild details ($55M for Tom Brady to work 20 hours?) — But we noticed some similarities between geniuses and frauds. You can now watch the entire “Mean Girls” movie… via 23 TikTok posts — It’s a prime example of how we prefer snacking on content. And everyone rips on Millennials for being financially behind previous generations — But Millennials are ahead on retirement savings, thanks to the “auto-401k”. $PARA $BTC $ETH ...
🧸 “Toy-vasion” — Toys ‘R’ Us’ land-air-sea plans. Covid’s Nobel Prize. Sphere’s U2 concert.
October 03, 2023 07:01 - 19 minutes - 18 MBToys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, it’s also a mindset. The Nobel Prize was awarded to 2 scientists who invented the mRNA platform — But the surprise winner of the COVID vaccine is UPenn. And the Sphere in Las Vegas just hosted its 1st concert, so the stock popped 15% — This 8th wonder of the world highlights a new phenomenon: “Second-Screening.” $SPHR $AMC $MRNA $PFE Subscribe ...
🍽️ “Death of a Meal Kit” — Blue Apron’s autopsy. The Stock Market’s sad September. Porsche’s 1st apartment.
October 02, 2023 07:01 - 20 minutes - 18.7 MBBlue Apron was sold to Wonder for $100M — The problem? That’s 95% lower than the mealkit compay’s peak valuation. We found out why. The S&P 500 fell by 5% in September — We found the quintuple whammy of economic worries that explain it. And luxury car brands are moving from car sales to condo sales — Because the cure for a commodity is a brand. $APRN $SPY $DRPRY $VWAPY $AML Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to:...
🥇 “Gollllllld” — Costco’s gold bars. Microsoft’s nuclear reactor. Levi’s over-firing strategy.
September 29, 2023 07:00 - 20 minutes - 18.4 MBAsk Nick & Jack (almost) anything with this form. The newest and fastest-selling product at Costco? 1 oz gold bars — Because gold is the financial emergency survival kit for money. Microsoft is hiring for a surprising new role — Microsoft needs someone to build its own nuclear power plant. And Levi’s outgoing CEO has one major regret: He wishes he’d fired *more* people — Because you should “fire fast and hire slow.” $GOLD $COST $LEVI $MSFT Subscribe to our newsletter: tboyp...
💿 “The Last DVD” — Netflix’s brilliant self-disruption. The Electric Cars election. ChatGPT’s physical “chatpod”.
September 28, 2023 07:00 - 20 minutes - 18.6 MBTomorrow is the last day you can order a DVD from Netflix — For 10 years Netflix was just DVDs, then it made a brilliant pivot… by putting the DVD people in another building. Detroit is known for making cars, but now for politics too — Because in 2024, EVs are on the ballot. And ChatGPT is talking to the designer of the iPhone to make a physical thing — Pretty soon, you may be chatting to a “chatpod”. $NFLX $AAPL $TSLA $GM $F Subscribe to our newsletter: tboypod.com/newsletter ...
🤸♀️ “Grandpa wears Lulu” — Lululemon’s multi-generational strategy. Amazon’s monopoly lawsuit. Yelp’s hall of shame.
September 27, 2023 07:00 - 18 minutes - 16.7 MBThe surprise reason Lululemon enjoys consistent 20% growth every quarter? Cause it’s selling to moms and daughters *and* grandmas — Because Lulu prioritizes function over fashion. Amazon was just sued by the FTC and 17 states for running an illegal monopoly — But the biggest challenge to this lawsuit… is the law. Yelp is cracking down on what we’re calling “faux-star reviews” — It’s a fake review Hall of Shame. $LULU $YELP $AMZN Subscribe to our newsletter: tboypod.com/newslette...
🔫 “Super Soaker World” — Nerf’s theme park. Writers’ strike finale. Spotify’s podcast translator.
September 26, 2023 07:00 - 19 minutes - 17.4 MBHasbro’s Nerf brand was essential to our childhood, so it’s opening its 1st ever Nerf theme park — Because great brands are like a rubberband… they can strettttch. The writers have reached a tentative deal with Hollywood (spoiler: Sources say it’s fantastic for the writers) — Now the other strikers will pull a Meg Ryan and ask “I’ll have what she’s having.” And Spotify just launched a feature that translates podcast hosts into different languages — It can translate words, but can ...
🎙️🎙️“TBOY signs with Wondery” — Return of the TV Rerun. Deion’s $5M sunglasses. Snapchat’s surprise+.
September 25, 2023 07:00 - 19 minutes - 18.3 MBSince the writers’ strike began, you’ve been watching reruns (Suits, Seinfeld, and Wheel of Fortune) — the Hollywood Strike has been bad for TV, but great for everything else. How did Snapchat hit 5M paying subscribers? It’s because Snapchat is like a telephone — and every other social media is like a phonebook. And Deion Sanders just caused one sunglass startup to experience a $5M sales surge — Because the best PR is personal. $NFLX $SNAP Subscribe to our newsletter: tboypod.c...
🐒 “Elon’s Luke Skywalker monkey startup” — Neuralink’s brain computer. Rupert Murdoch’s succession. Walmart’s puppy splurge.
September 22, 2023 08:00 - 20 minutes - 18.4 MBElon’s musk’s most secretive startup (Neuralink) is moving to human trials — It’s connecting humans to computers to save the world from robots. The most influential media mogul of his era, Rupert Murdoch, is retiring from Fox News, News Corp, and more — It’s Succession, but in real life. And Walmart is adding vet clinics to its stores — Because Walmart’s done trying to be like Amazon. $WMT $AMZN $NWSA $TSLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shou...
🧑🎤 “Why has music gotten shorter?” — Spotify’s algo-music. Renting homes beats buying. Dollar General’s worst job ever.
September 21, 2023 09:00 - 18 minutes - 17.2 MBNo, you’re not crazy. Songs are getting shorter — Because artists aren’t writing music for fans, they’re writing for Spotify’s algorithm. The Fed thinks interest rates will stay high through the end of 2024 — Which is why renting is the clear winner right now. Dollar General is the biggest retail chain in America with more stores than Walmart and McDonald’s combined — But Dollar General also has the worst job in America. $SPOT $DG Subscribe to our newsletter: tboypod.com/newslet...
⌚👶 “iOvulation” — Natural Cycles’ fertility watch. Disney’s stimulus plan. Elon’s X paywall.
September 20, 2023 09:00 - 21 minutes - 19.3 MBNatural Cycles just got FDA approval for hands-free birth control — Simply by wearing an Apple Watch, this app tells you when you’re fertile. Disney is struuuuggling right now, so it’s splurging $60B on its most profitable business: theme parks — We call it “The Mickenomic Stimulus Plan.” And Elon just said he will require all users to pay a small monthly subscription to use X (aka Twitter) — That’d make it the first major social network behind a paywall. $AAPL $DIS $NFLX Subsc...
🥕 “$CART” — Instacart’s IPO surprise. SF’s cash for kindergartners. Car-workers’ 40% raise.
September 19, 2023 09:00 - 21 minutes - 19.4 MBInstacart is the rare tech company IPO’ing with a profit — Because Instacart has pivoted from Silicon Valley to Madison Avenue. Twelve years ago, San Francisco gave every Kindergartner a college savings account — It’s not an investment, it’s a manifestement. And the UAW auto workers strike has 1 big demand: A 40% raise — So we did the math on whether a 40% raise is reasonable or not. $CART $F $GM $TSLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout,...
💏 “The Prenup Podcast” — Prenups’ Millennial pop. Salesforce’s boomerang job. NFL’s turf obsession.
September 18, 2023 09:00 - 20 minutes - 19 MBThe unspoken trend in Millennial weddings right now? Prenups — The prenuptial agreement has gone from taboo topic to financial fun. Jets QB Aaron Rodgers is out for the season… thanks to artificial turf — So we’re looking at why NFL owners are in love with fake grass. And Salesforce has a new strategy: Boomerangs — The software company is re-hiring 3,000 people… who they already fired. $CRM $TTC $LZ Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or...
🃏 “Caesars Locked Palace” — Casinos’ Hack Attacks. Arm’s Coolest IPO. Surge Pricing for Beer.
September 15, 2023 09:00 - 21 minutes - 19.3 MBTake the weekly news quiz: Go.tboypod.com Subscribe to the daily newsletter: tboypod.com/newsletter - MGM has been hacked so badly that the hotel keys cards don’t work — We think the solution to ransomware attacks is “The Liam Neeson Doctrine.” - The biggest IPO on Wall Street in 2 years is Arm computer chips — The stock surged 25% to a $60B valuation because its computer chips are the coolest in the world. (Literally). - And the largest chain of British pubs is launching Surge ...
🙋🛠️ “Uber built my house” — Uber’s secret taskrabbit. Detroit’s car strike . Coca-Cola’s AI soda.
September 14, 2023 09:00 - 19 minutes - 17.8 MBCode in Uber’s app reveals their secret next product: Uber Chores — It’s Uber’s chance to respect thy elders. The union repping 146K autoworkers goes on strike tonight — It’s GM, Ford, and Chysler, but Tesla’s the elephant in the room. And Coca-Cola just unveiled the first ever soda formulated by Artificial Intelligence — And we found a connection between AI soda, Goldfish Crackers, and our podcast. $UBER $KO $GM $F $TSLA $STLA Subscribe to our newsletter: tboypod.com/newslett...
⚡ “Goodbye, Lightning” — iPhone 15’s dongle surprise. Bey’s Etsy surge. The Promotion Paradox.
September 13, 2023 09:00 - 20 minutes - 18.4 MBApple unveiled the new iPhone 15 — But the real story isn’t the phone, it’s the beginning of the end of dongles. Beyonce asked all her fans to wear silver to her concerts — And that surprisingly boosted one business: Etsy. And there’s a strange phenomenon in the workplace when you get promoted: You proceed to quit — We call it “The Promotion Paradox.” $ETSY $AAPL $GOOG Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www....
🧠 “The Genius Ingredient” — Elon’s biography takeaway. Twinkies’ snack sale. Google’s antitrust megatrial.
September 12, 2023 09:00 - 19 minutes - 17.7 MBWalter Isaacson’s biography on Elon Musk arrives today, so we jumped in for you — And we found the common ingredient among geniuses like Elon, Einstein, Leonardo Da Vinci, and Steve Jobs: Curiosity. Twinkies’ parent Hostess is being acquired for $5.6B by Smuckers — Because the most important meal for Wall Street is snacks. A once every 25 years antitrust megatrial begins today against Google — But the biggest risk to Google isn’t losing the case. It’s losing its competitive mindse...
🐮 “The Yogurt Laureate” — Chobani’s $300K writer. Adidas’ Samba surge. Carvana’s 1,000% stock pop.
September 11, 2023 09:00 - 18 minutes - 16.8 MBChobani, the yogurt co, just hired a writer… with a $300K salary — The internet thought that pay was outrageous, we’ll tell you why it’s not. Adidas earnings had a hole blown out by Kanye’s Yeezy debacle — Adidas' solution is the Samba (it’s not jus a shoe, it’s a lifestyle). And a top-performing stock this year? It’s Carvana, up 1,000% since May — Because Wall Street believes in forgiveness. $CVNA $ADDYY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutou...
🇸🇪 “Fluügen-sofa” — Ikea’s maze strategy. Apple’s banned iPhone. SkinnyDipped chocolate.
September 08, 2023 09:00 - 19 minutes - 17.9 MBApple stock just lost $210B in value in just 2 days — Because China found an iPhone replacement. Ikea just confirmed that their loopy maze-like store layout is both loved and lucrative — And there’s a psychological reason why. And SkinnyDipped just raised capital from a dozen celebs for its chocolate-covered snacks — Because they’re doing nothing innovative (and that’s exactly the point). $AAPL $TGT $GIS Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout...
💍 “The Ring Price Plummet” — Diamonds’ lab-grown disruption. YouTube’s Millennials vs Gen Z. Polestar’s electric car smartphone.
September 07, 2023 09:00 - 19 minutes - 18 MBDiamond prices have plummeted by 40% this year — Because there’s a 30% chance your engagement ring was grown in a lab. YouTube is going through an existential crisis right now as YouTube Shorts surges — Gen Z YouTube is killing Millennial YouTube. And Polestar, the electric car co, is launching a phone — Because the smartphone is the Holy Grail of Tech, but it’s littered with failures. $GOOG $PSNYW $TSLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout...
🎸 “Eras Tour: The Movie” — T-Swift’s windowing strategy. Airbnb’s NYC crackdown. Credit Cards’ swipe tax.
September 06, 2023 09:00 - 19 minutes - 18.2 MBTaylor Swift is turning her concert into a movie and it already broke a pre-sale ticket record — But every medium requires a different methodology. Airbnb was just effectively banned in NYC — We’ll tell you why New York is enforcing its Anti-Airbnb position. And credit card companies are about to raise a secret fee charged every time you swipe — Technically the stores pay it, but in reality we all do: So we call it the “Swipe Tax.” $AMEX $MC $V $ABNB $AMC Subscribe to our newsle...
🦬 “Prime Time in Colorado” — Deion’s winning strategy. Burger King’s Whopper lie. The Autumn of IPOs.
September 05, 2023 09:00 - 20 minutes - 18.6 MBFootball & baseball legend Deion Sanders is turning around one college football team — And his coaching style is really a business lesson. Burger King has been sued for its (allegedly) shrinking Whopper — The big trend in Fast Food right now isn’t Pumpkin Spice, it’s False Advertising. And the stock market theme of this fall? It’s the Return of the IPO — Instacart, Arm, and more are bringing back IPO’s this autumn. $RSTRF $CART $GM $DIS Subscribe to our newsletter: tboypod.com/n...
BONUS 🎤🎤 “What makes TBOY tick” — Nick & Jack get interviewed by AdWeek.
August 30, 2023 09:00 - 30 minutes - 27.8 MBIn May, we jumped on the mics for an interview on Adweek’s podcast, Young Influentials. In this 30 minute episode, you’ll jump-in TBOY-style… to The Best One Yet. - When we met in a freshman year dorm. - How we spun out TBOY from Robinhood Snacks, and how we rebranded. - How we create this podcast everyday. - Why we launched a newsletter, The Best Newsletter Yet. - But also why we plan to host this pod for another 40 years together. Yetis, we miss you and can’t wait to b...
📚🏖️ “Our Vacay Reading List” — Creativity Inc (Pixar). Bitter Brew (Budweiser). The Bezos Blueprint (Amazon).
August 23, 2023 09:00 - 18 minutes - 16.8 MBWe’re dropping something vacation-themed: The Best Books Yet. Here are 3 of our favorite pop-biz books we’re bringing to the beach — they contain incredible stories with insights we’ve weaved into Takeaways before. These are our 3 Beach Biz Reads: Jack’s pick: “Creativity Inc.” — The founding of Pixar, the animation studio behind Toy Story. Creativity can be a one-off hit. But creativity at scale is what Pixar built. Nick’s pick: “Bitter Brew: The Rise & Fall of Anheuser-Busch” ...
🍦 “King of Cone” — Joy’s ice cream cone monopoly. Skechers’ soccer deal. Tipping’s tipping point.
August 18, 2023 09:00 - 21 minutes - 19.5 MBIt’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya: There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better. Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3. And Tipping has reached a tipping point and we found the culprit: Toast — Toast...
📉 “Another Big Short” — Michael Burry’s Voldemort bet. TJ Maxx’s all-time high. Fogo de Chao’s group dinner.
August 17, 2023 09:00 - 19 minutes - 18.1 MBBrazilian steakhouse Fogo de Chao just sold for $1B – We found out how it makes twice as much money per restaurant as The Olive Garden. TJ Maxx stock just hit an all-time high and is now worth $100B — Because TJ’s hand-me-down strategy is paying off. And back in 2008, legendary investor Michael Burry (from “The Big Short”) made a billion-dollar bet against the housing market, and he was right — He just made another, even bigger, Big Short. $DRI $TJX $TGT $SPY Subscribe to ou...
🪓 “I just bought a baseball team nbd” — Atlanta Braves’ stock. Crocs’ collab economy. China’s no-bad-news policy.
August 16, 2023 09:00 - 19 minutes - 17.4 MBThe Atlanta Braves just became the first publicly-traded baseball stock — So we jumped into their roster… which is their earnings report. Ever heard of a Croc-Tart? It’s a Crocs and Pop-Tart collab — Because collabs are affordable noise. And China just canceled its Youth Unemployment Report — Because 2023 China is starting to look like 1993 Japan. $CROX $K $BATRA Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter...
🤑 “Girl Math & Guy Math” — Girl Math’s financial savvy. Dunkin’s spiked coffee. UPS’ $170k salaries.
August 15, 2023 09:00 - 19 minutes - 17.8 MBTikTok trend with 40M views? #GirlMath — So we’re looking at Girl Math, Guy Math, and the financial savviness hidden in those videos. Dunkin’s just launched spiked iced coffee in a can even though two alcohol companies already tried that and failed — So we found the one reason why Dunkin’ may work. And searches for UPS truck driver jobs are up 50% since the CEO announced $170K salaries – Now we think UPS needs to wear that shirt, not let the shirt wear it. $UPS $FDX $TAP Wan...
📚 “Pimp My Dorm” — University spending splurge. Target’s Starbucks bet. Brightline’s Olympics train.
August 14, 2023 09:00 - 19 minutes - 17.9 MBThe WSJ examined 20 years of collegiate (over)spending — but the buck stops with the boards. Target added Starbucks to curbside pickup at 1,700 locations — turning a weekly shopping habit into a daily coffee habit. And Brightline, the first private Amtrak competitor, is breaking ground on rails from LA to Vegas — and it didn’t set a deadline, it set a finish line. $TGT $SBUX Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instag...
🚕 “End Surge Pricing” — Lyft’s anti-surge pivot. Michael Kors’ Team USA. Disney’s subscription math.
August 11, 2023 09:00 - 19 minutes - 18.1 MBLyft is trying to end Surge Pricing — But for every business Yin there is a business Yang. Coach is buying Michael Kors for $8.5B — But it’s really about American fashion vs European fashion. And Disney just jacked up the price of Disney+ by 27% — So we whipped up a new thing… Subscription Arithmetic. $LYFT $UBER $CPRI $TPR $DIS Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us ...
☠️ “Portnoy’s pirates” – Barstool’s $1 buyback. WeWork’s worth $0. Cannabis’ beer-quisition.
August 10, 2023 09:00 - 18 minutes - 17.1 MBDave Portnoy sold Barstool Sports to a gambling company for $550M, but just allegedly got it back for free — Because pirates don’t wear ties. WeWork just warned Wall Street that it might go bankrupt — So we did the math, and WeWork is actually worth $0. And Tilray, the $2B cannabis giant, just randomly bought 8 has-been beer brands from Budweiser — Shocktoberfest came early because weed legalization is late. $WE $PENN $TLRY $BUD $UL Want merch, a shoutout, or got TheBestFactYet? Go ...
💊 “The Miracle Drug*” — Wegovy weight loss surprise. MrBeast’s $100M burger lawsuit. Wind Turbines’ falling fiasco.
August 09, 2023 09:00 - 18 minutes - 17.3 MBThe maker of trending weight loss drug Wegovy just discovered it reduces heart disease too — It’s a miracle drug, but only if your insurance approves it. MrBeast isn’t just the biggest YouTuber on earth, he also runs a $100M fast food chain — But he just got sued for $100M because of an “inedible” burger. And Siemens powers 1/6th of all electricity on earth, but there’s one problem with its wind turbines — They keep falling over (and they’re the size of the Statue of Liberty). $NVO ...
🏈 “The Mac-12 Conference” — Apple + Pac-12 = Mac-12. Zoom’s anti-zoom policy. Warren Buffett’s best quarter yet
August 08, 2023 09:00 - 19 minutes - 18.1 MBThe legendary Pac-12 college athletic conference is on the verge of collapse, so we have a crazy solution to propose – Partner with Apple to turn the “Pac-12” into the “Mac-12.” Zoom just announced the most ironic news of the year — Zoom is bringing employees back to the office because Hybrid Work ate Remote Work. And Warren Buffett is 92 years old, but just delivered the best financial quarter of his life — And we also discovered his favorite child: Geico. $AAPL $ZM $BRK.A Want mer...
💋 “The Duchess of Dupes” — Elf Beauty’s dupe dominance. Airlines domestic discount. Robo-taxi’s baseball play.
August 07, 2023 09:00 - 22 minutes - 20.2 MBElf Beauty is a top 10 stock of the past 5 years — Because Elf has legitimized the Dupe. There’s 1 part of travel that’s actually cheaper right now: Domestic Flights — Thanks to a surge in travel to Europe, JetBlue and Southwest have put US travel on the sale rack. And Cruise is the 1st self-driving car to sponsor a professional sports team (the SF Giants) — Because emerging innovations need mainstream moments.$ELF $LUV $JBLU $BKNG Want merch, a shoutout, or got TheBestFactYet? Go t...
🛒🐠 “Whole Foods lost my seabass” — Amazon’s Achilles Heel. The Recession’s been canceled. Starbucks’ Chinese mission.
August 04, 2023 09:00 - 20 minutes - 18.6 MBAmazon just announced stellar earnings, sending the stock to a 1-year high — But Amazon’s Achilles Heel is your grocery order. Bank of America will stop saying “Recession” because the economy is far from it — But certain parts of the economy can still feel recession-ish. And Starbucks’ biggest growth market is China… which is a tea country — So Starbucks turned into a caffeine missionary, converting anyone from matcha to espresso. Our weekly TBOY quiz: go.tboypod.com $AMZN $SBUX $B...
🥱 “I dream of Pikachu” — Pokemon Sleep’s Humblebrag. KFC’s nugget nuance. The Strip Mall’s real estate resurgence.
August 03, 2023 09:00 - 18 minutes - 17.1 MBPokemon Sleep is soaring to the top of the App Store by gamifying your slumber — But its growth hack is the humblebrag. KFC sales surged 19% last quarter thanks to the debut of their chicken nugget — But we noticed chicken’s been eating beef for 50 years. And Strip Malls were once the armpit of American retail, but now are the #1 play in commercial real estate — Because some things are just un-amazonable. Subscribe to our newsletter at news.tboypod.com $AMZN $NTDOY $YUM Want merch,...
🩴 “Stilettos or Furkenstocks?” — Birkenstocks’ comfy IPO. Bed Bath & Beyond’s resurrection. Big Oil’s electric slide.
August 02, 2023 09:00 - 19 minutes - 18.3 MBBirkenstock just enjoyed a Barbie bump and is reportedly planning to IPO as soon as September — Because Birkenstock is a Cinderella story… literally. Big Oil is quietly making a major pivot — From oil to EVs (meet the new boss, same as the old boss). And Bed Bath & Beyond has been resurrected — Overstock.com just relaunched Bed Bath & Beyond thanks to a trick we call “Brand Arbitrage.” Subscribe to our daily newsletter at news.tboypod.com $CROX $OSTK $XOM Learn more about your ad ch...
☄️ “Real Housewives of Pluto” — NASA+ streaming. Jeep’s bummer summer. SoFi’s Jon Snow CEO.
August 01, 2023 12:00 - 20 minutes - 18.7 MBNASA is joining the streaming wars with NASA+ — Because to win wallets & dimes, you’ve first got to win hearts & minds. Jeep sales have dropped for 8-straight quarters — Because what SUV to buy is a zero sum game. And the top-performing FinTech stock of the year so far? It’s SoFi — Because SoFi’s CEO is Jon Snow.$SOFI $NFLX $GM $F Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us...
🗞️🚨 "We launched a newsletter" — Hot vs. Cold Coffee. Threads’ zucking playbook. White Paint’s climate solution.
July 31, 2023 09:00 - 18 minutes - 17 MBSign up at news.tboypod.com for The Best Newsletter Yet Maxwell House coffee just unveiled instant iced latte technology — Because Iced Coffee is 75% of coffee ordered away from home, but only 7% at home. Meta’s Threads was the fastest app ever to hit 100M downloads as it took on Twitter — But we just got the numbers on how things have gone since (not well). And this July has been the hottest month ever recorded, by far — One solution to climate change may actually be the whitest wh...
💁♀️ “The Year of the She-conomy” — Barbie, T-Swift, USWNT. McDonald’s new restaurant. TikTok’s triple-zucking.
July 28, 2023 09:00 - 21 minutes - 20 MBThe defining moments for the economy so far this year are all feminine — We found the 3 reasons the “economy” is actually the “She-conomy.” McDonald’s stock is at an all-time high, thanks to Grimace — Aaaand it’s launching a new restaurant chain. And TikTok isn’t banned, so it’s going on the offensive — by copying Amazon, Spotify, and Twitter all in one month. $MAT $AMZN $SPOT Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram,...
👼 “The Mechanical Mary Poppins” — Snoo’s bassinet lesson. Big Tech’s new map app. The Fed’s Smokey The Bear strategy.
July 27, 2023 09:00 - 22 minutes - 20.2 MBThe Snoo is selling $100M of smart baby bassinets every year — But this baby startup borrowed a lesson from BMW. Google Maps and Apple Maps are a navigation duopoly — But Amazon, Meta, and Microsoft just teamed up for a 3rd map app. The Fed just raised interest rates to their highest level in 22 years — Because the Fed’s thinking like Smokey Bear. $GOOG $AAPL $META $AMZN $MSFT $BMWYY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Ins...
👁️ “How we’ll pay ourselves when bots take over” —WorldCoin’s eye-scanner. Spotify’s loser user. UPS’ year of the strike.
July 26, 2023 09:00 - 20 minutes - 18.3 MBSpotify’s just announced its best user growth ever, but the stock fall 14% — Because sometimes a user can be a loser. UPS just reached an agreement with the workers’ union, it won’t go on strike — But 2023 is still the “Year of the Strike.” And Sam Altman’s WorldCoin just launched the craziest crypto we’ve seen — Scan your eyeballs into a crypto orb to save the world from AI robots. $SPOT $UPS $BTC $WDC Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow Th...
💅 “A Positive Sum Game” — Barbenheimer’s precedent. Twitter’s X-out. Deodorant’s surge.
July 25, 2023 09:00 - 19 minutes - 18 MBBarbie & Oppenheimer enjoyed the 4th best Box Office weekend ever — Because “Barbenheimer” reveals the power of the Positive Sum Game. Elon just erased Twitter from Twitter, it’s now called “X” — Because when you make a mistake, you X it out… literally. And the hottest-selling personal care product right now? It’s deodorant (because it’s hot) — Deodorant is taking more body share (anyone else swiping their thighs?).$MAT $HAS $UL Want merch, a shoutout, or got TheBestFactYet? Go to: ...
🍹 “National Tequila Day” — Celebs do Tequila. Chase does Lounges. And Amazon does Space.
July 24, 2023 09:00 - 18 minutes - 16.8 MBIs it just us, or does every celebrity have their own tequila brand — But when you drink a celebrity liquor, you’re drinking hip hop history. Amex Platinum *was* the only credit card with its own lounge, until now — Chase launched one, because vanity is the most seductive sin. And Amazon just bought an old NASA facility in Florida to build the other AWS — Amazon Web Satellites, because Amazon thinks 20 years ahead. $JPM $AMZN $AMP Want merch, a shoutout, or got TheBestFactYet? Go to...
🩷 “Barbie, born in 1959” — Barbie’s disruptive history. Netflix’s strike advantage. RIP Starter Homes.
July 21, 2023 06:00 - 19 minutes - 18 MBEveryone’s talking about the Barbie movie, but we want to talk about the Barbie doll — Because Barbie isn’t just a doll, she was an early disruptor. Zillennial 1st-time homebuyers aren’t buying “Starter Homes,” they’re buying “Forever Homes” — The solution to our housing problem is “build baby build”. And Netflix is the best-positioned entertainment company to weather the Writers’ and Actors’ Strike — Because Netflix gave consumers more, but Hollywood less. Play this week’s TBOY Qui...
🎥 “It’s huuuuge” — IMAX’s Oppenheimer moment. Skims’ $4B undies. Microsoft’s AI championship.
July 20, 2023 09:00 - 18 minutes - 16.7 MB“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 $VSCO $MSFT Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Be...
🙋♀️ “Soccer’s growth story” — Women’s World Cup $$$. Buses are back. AT&T’s lead empire.
July 19, 2023 09:00 - 20 minutes - 18.5 MBThe 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 the bus — The bus industry is surging thanks to a quote from Napoleon. $T $VZ $SPY Want merch, a shout...
🐐 “iMessi” — Apple’s Lasso Way. Allbirds’ weirdness rule. Accountants’ superhero moment.
July 18, 2023 09:00 - 19 minutes - 17.4 MBThe 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 Accountant, hug them. Then give them a raise. And send them this pod. $BIRD $AAPL $AAP W...