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
🎙️ “Episode #1,000” — Shopify’s meeting calculator. Opill’s OTC pill. Air Conditioner’s heat wave win.
July 17, 2023 09:00 - 18 minutes - 17.4 MBYetis & 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 straight days over 110 degrees — And the Air Conditioner industry has become the duct tape of Climat...
🌭 “Peak Weiner” — Hot Dogs’ summer. Hollywood’s actor strike. Delta’s international vacay.
July 14, 2023 09:00 - 17 minutes - 16 MBHot 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 Magic Kingdom. Take The Best Quiz Yet: go.tboypod.com $DIS $DAL $AMZN $WBD Want merch, a ...
⚰️ “The greatest gift you can give” — Aretha Franklin’s will. Inflation’s best one yet. Domino’s delivery pivot.
July 13, 2023 09:00 - 19 minutes - 17.7 MBDomino’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 $SPY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The...
🎢 “Less Epcot, more Amalfi” — Disney’s emptiest rides. Kura Sushi’s surge. She-cession’s finale.
July 12, 2023 09:00 - 18 minutes - 17.4 MB“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 hit an all-time high. $KRUS $DIS $SPY Want merch, a shoutout, or got TheBestFactYet? G...
🧃 “Four Loko 2.0” — Prime Energy drink’s trouble. Amazon’s tiny treats. Threads’ greatest weakness.
July 11, 2023 09:00 - 19 minutes - 17.8 MBYouTubers 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 weakness is Twitter’s greatest strength. $META $AMZN $WMT $PEP Want merch, a shoutout, or ...
🌐 “The Las Vegas Sphere?” — Sphere’s real reality. China’s tit-for-tatting. Rivian’s 80% surge.
July 10, 2023 09:00 - 17 minutes - 16.1 MBLas 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 merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One...
🎀 “Summer of Barbie” — Mattel’s movie blitz. Model A’s flying car. America’s Jobs surprise.
July 07, 2023 09:00 - 18 minutes - 17.2 MBMattel’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 that Barbie Malibu Dreamhouse Airbnb we were talking about: https://www.airbnb.com/r...
🐦🐦 “Instagram zucks Twitter” — Meta’s Twitter copycat. Insect-based food. Costco’s moocher crackdown.
July 06, 2023 09:00 - 19 minutes - 17.8 MBWe 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 TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, ...
😈 “Death by Milkshake” — McDonald’s Grimace trend. Tesla’s supercharger secret. The 4.5-day workweek.
July 05, 2023 09:00 - 20 minutes - 19.1 MBMcDonalds' 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-Day Workweek.” $MCD $TSLA $RIVN $XPEV $VNO Want merch, a shoutout, or got TheBe...
🍼 “Baby Martell is here… the Pod’s not (yet)” — The pod returns Wednesday, July 5th.
June 30, 2023 09:00 - 3 minutes - 3.59 MBBesties & 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 $TBABY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitte...
BONUS #4 🥗 The Storyteller of Salad: Nathaniel Ru, Sweetgreen Co-founder
June 22, 2023 09:00 - 56 minutes - 51.5 MBWe 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 suburb of Chicago Best of all— his must-try salad “remix” order On a personal n...
👶 "1 week Baby Break begins… today”
June 21, 2023 09:00 - 2 minutes - 1.93 MBNick 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: @tboypod Meantime, 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 Best One Yet We hope you enjoy our interview with Nathaniel Ru, of Sweetgreen. And ...
🍺 “The new #1 beer” — Modelo’s Millennial Magic. Mercedes’ AI car. Pixar’s missing magic.
June 20, 2023 09:00 - 18 minutes - 17.4 MBThe 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 its “Brain Trust.” $STZ $BUD $DIS $MGBYY Want merch, a shoutout, or got TheBestFactYet? Go to...
🐝 “Yonce-flation” — Beyonce’s Swedish Inflation. Spotify’s YouTube strategy. Cava’s bistro IPO.
June 16, 2023 09:00 - 21 minutes - 19.9 MBBeyonce’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 out our onesie: tboypod.com/shop Take our quiz: go.tboypod.com $SPOT $CAVA $SG $CMG S...
🍖 “Maaaa, the meatloaf” — InstaPot’s bankruptcy. Hospitals’ surgery surge. The Economy’s power pause.
June 15, 2023 09:00 - 16 minutes - 15.3 MBInstaPot 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 interest rates for 15-straight months, our economy is at an inflection point. $TUP $UN...
💼 “Hot Cubicle Summer” — Big Tech’s remote reversal. Denver’s championship formula. Reddit’s epic blackout.
June 14, 2023 09:00 - 19 minutes - 17.8 MBGoogle 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 a super corporate IPO? $GOOG $META $AMZN Want merch, a shoutout, or got TheBes...
🍕 “Frozen > Fresh” — Pizza’s biggest winner. JPMorgan’s Epstein settlement. NYC’s traffic tax.
June 13, 2023 09:00 - 19 minutes - 18.2 MBPizza 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 got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, a...
👮🤐 “123456” — Netflix’s password crackdown win. Stocks’ 1-year highs. AM Radio’s Tesla problem.
June 12, 2023 09:00 - 19 minutes - 18.1 MBThe 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 shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best On...
🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.
June 09, 2023 09:00 - 19 minutes - 18.1 MBUber 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 stability. $UBER $ABNB $ADBE Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypo...
🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.
June 08, 2023 09:00 - 19 minutes - 18 MBNew 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 merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best ...
⛳️ “Just tap it in” — Golf’s money marriage. Vita Coco’s coconut surge. Coinbase’s big lawsuit.
June 07, 2023 09:00 - 18 minutes - 16.8 MBThe 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 TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok...
😎 “iPhone… for your Face” — Apple’s new iGoggles. Hot Wheels’ inflation-proof toy. Bud Light’s buy-cott.
June 06, 2023 09:00 - 21 minutes - 19.7 MBThe 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 - Best Fact Yet 21:33 - Shoutouts $AAPL $BUD $TAP $MAT Want merc...
🏆 “Ending on a high note” — The Succession lesson. Tinder’s swiping CEO. Wingstop’s AI chicken.
June 05, 2023 09:00 - 20 minutes - 18.6 MB0:00 - Intro 1:38 - Hoarders Almanac; Pink Paint 3:51 - Peak End Rule: Succession and Ted Lasso are both over — for good — because to be remembered, don’t forget the Peak-End Rule. 9:30 - Archer Dating App: Tinder’s parent company finally launched a gay dating app, but the stock jumped because “I’ll have what she’s having”. 12:39 - Wing Stop: Wingstop stock is close to an all time high, but their AI order taker is a warning for the most common job in America. 17:14 - Ta...
🧘 “Leggings. Latte. Pilates. Repeat” — Alo Yoga’s sanctuary strategy. Cruises’ 104% full problem. Lucid’s EV trust fund.
June 02, 2023 09:00 - 20 minutes - 18.9 MB0:00 - Intro 1:23 - Highest Paid Mascot 3:45 - Alo Sanctuary: The fastest-growing athleisure brand in America is now Alo Yoga — Because Alo didn’t build stores, it built sanctuaries. 8:10 - Lucid Fund Raise: Lucid, the $130K electric car with 500-mile range, has a trust fund… and it’s the Saudi Arabian royal fam. 13:01 - Cruise Lines Over Booked: Cruise lines are officially the comeback players of the pandemic: Their boats are more than 100% full, but why aren’t their stocks...
🦾 “Paper menu, please!” — QR Codes’ failure. Delta’s greenwashing lawsuit. Elon’s Chinese feast.
June 01, 2023 09:00 - 19 minutes - 18.1 MBRestaurants replaced physical menus with QR Codes during the pandemic, but now their use is plummeting — Because this innovation is not solving a problem. America’s two most important businessmen were in China to pursue profits — but with profits, comes peace. And Delta Airlines was supposed to be the 1st carbon neutral airline, but it just got sued for greenwashing. $YELP $DAL $TSLA $JPM Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com F ollow The Best...
👑 “We analyze Waystar Royco” — Succession’s fictional reality. The Debt Ceiling deal. Casinos’ Blackjack tweak.
May 31, 2023 09:00 - 19 minutes - 18 MBEven in fiction, there are real business takeaways — So we jumped in TBOY-style to Succession’s Waystar Royco (FYI no spoilers). The President and Speaker reached an agreement to raise the debt ceiling — short term crisis avoided, but long term damage done. And Las Vegas casinos just had their most profitable year for gambling ever thanks to one sneaky move: Tweaking Blackjack to create scarcity. $LVS $WYNN $CZR Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.co...
🍜 “Gastrodiplomacy 101” — Korea’s kimchi capitalism. Gmail’s blue checkmark. Clear’s looooong line challenge.
May 30, 2023 09:00 - 19 minutes - 17.7 MBFourteen years ago, South Korea’s government made a strategic decision that would change the future of its economy: Encourage Koreans living abroad to open Korean restaurants… aka “Gastrodiplomacy.” Notice something new in your inbox? Gmail has zucked Twitter’s blue checkmark. And since you finished the 3-day weekend in traffic or on the tarmac, we’ve got to look at Clear Secure — Because Clear’s greatest challenge is its own success. $ME $GOOG $META Recorded at Spotify Studios LA W...
🏓 “Snitcher’s hotline” — Airbnb’s anti-party escalation. Twitter’s Fox News dupe. Abercrombie’s mullet surge.
May 26, 2023 09:00 - 18 minutes - 17.2 MBAirbnb permanently banned parties last year, but it’s cracking down even more this Memorial Day Weekend with a snitcher’s hotline. Elon’s got a new plan to turn around Twitter — become Fox News 2.0. And Abercrombie & Fitch’s stock just surged 30% thanks to what we call “The Mullet Phenomenon.” Recorded at Spotify Studios LA Our weekly news quiz: go.tboypod.com $ABNB $ANF $AE Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Ins...
🤖 “AI’s brain cells” — Nvidia’s chip surge. Cava’s hummus IPO. Google & Uber’s robo-taxi.
May 25, 2023 09:00 - 18 minutes - 17.3 MBThe 6th most valuable company on earth? It’s Nvidia — because not all computer chips are equal. We finally have an IPO this year: It’s Cava, the Chipotle of Mediterranean food, and it’s covering the suburbs in hummus. And Google and Uber just teamed up on a self-driving robo-taxi… so we think Tesla should acquire Lyft. Recorded at Spotify Studios LA $NVDA $CAVA $UBER $LYFT $TSLA $GOOG Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on In...
🪙 “$1 trillion coin” — Debt default desperation. Peloton’s full rebrand. Pro Bull Riding’s team up.
May 24, 2023 09:00 - 17 minutes - 16.1 MBWe’ve got 1 week and 1 day left until the US defaults on its debt, so it’s time to talk about the craziest option left: The Trillion-Dollar Coin. Professional Bull Riding is creating 8 cowboy-powered teams — Because Wall Street is bullish on bulls (literally). And Peloton just completely changed its entire look, brand, and business model… it wasn’t a makeover, it was plastic surgery $PTON $EDR $SPY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best...
🍩 “Glazed & Confused” — Krispy Kreme’s giveaway strategy. Colorado River’s economy. Globo-Law Firm money.
May 23, 2023 09:00 - 18 minutes - 17.2 MBKrispy Kreme stock is up 50% this year thanks to a bold strategy: Take your top-selling product — and then give it away for free. We just witnessed the biggest economic deal of the year: The Colorado River. And two of the biggest law firms on earth just merged, so we’re going to follow the money… that follows the big money. $DNUT $GOOG $MSFT Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And ...
🇯🇵 “Ja-POW” — Japan’s all-time high. BMW’s electric yacht. ChatGPT’s laptop class.
May 22, 2023 09:00 - 19 minutes - 18.3 MBEveryone’s talking about China and India, but the real economic story right now is… Japan. BMW’s newest product? It’s an electric yacht, because smart marketing is all about re-anchoring. And ChatGPT’s brand new app is already #1 in the App Store — And that’s a wakeup call to “The Laptop Class.” 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 on Youtube Learn more about your ad ...
🫶 “We’re official” — Bumble’s relationship acquisition. TikTok’s Montana ban. Capital One’s Warren Buffett.
May 19, 2023 09:00 - 20 minutes - 18.6 MBBumble’s newest acquisition isn’t a dating app, it’s a relationship app — because Bumble’s tired of being one-and-done. TikTok just got banned in Montana, but can Montana really ban TikTok? And Warren Buffett just put $1B on a credit card — Literally. Warren’s betting on Capital One stock. This week’s quiz: go.tboypod.com $BMBL $COF $AMEX 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...
🫙 “The Avicii of Aioli” — Heinz’s sandbox strategy. AI’s nuclear agency. Target’s growing shrinkage.
May 18, 2023 09:00 - 17 minutes - 16.1 MBHeinz’s newest product isn’t a sauce, it’s a make-your-own condiment freestyle machine — Because you should treat your customers like kids in a sandbox. The creator of ChatGPT just told Congress that AI is a nuclear technology… that should be regulated like nuclear. And Target just revealed that it’ll lose $1B this year on Shrinkage — which is corporate speak for theft — but the root of the problem isn’t what you think. $KHC $TGT $TJX Want merch, a shoutout, or got TheBestFactYet? G...
📺 “Get a Free TV (with a catch)” — Telly’s giveaway strategy. Lego’s adult sales. Home Depot’s chill zone.
May 17, 2023 09:00 - 18 minutes - 16.6 MBOne new startup will give you a free big-screen TV… for free — Because they don’t want your money, they want your data. Lego’s newest toy is for people ages 18 and up, because Lego’s new favorite customer is adults. And Home Depot’s stock just dragged down the stock market, but that’s actually a good thing. $HD $MAT $HAS 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 on Youtub...
🗡️ “Zelda’s Billions” — Nintendo’s Star Wars beat. Vice Media’s bankruptcy. America’s job satisfaction.
May 16, 2023 09:00 - 19 minutes - 18.1 MBNintendo just launched the latest Zelda video game — we crunched the numbers to learn that it will make more money than the last 3 Star Wars movies… combined. Vice Media is filing for bankruptcy because social media success doesn’t equal business success. And a new survey reveals that job satisfaction just hit a 35-year high in America — Because after “The Great Resignation” comes “The Big Stay.” $NTDOY $DIS $BZFD Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.co...
🧑🎤👩🎤 “T-Swift vs. Bey” — The $1B Concert Battle. Twitter’s new CEO. Death of the free ecommerce return.
May 15, 2023 09:00 - 18 minutes - 17.4 MBFor years, we’ve all been enjoying free returns on online orders, until now — Because returns are the Achilles Heel of ecommerce. Beyonce and Taylor Swift are both on track for the first ever $1B concert tour, but they are getting there in different ways. And Twitter has a new CEO — the question is will Elon let her do her job. $AMZN $LYV $CMCSA Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod ...
🎢 “Daycare for Teenagers” — Six Flags’ roller coaster. Gmail’s personal assistant. America’s factory gold rush.
May 12, 2023 09:00 - 18 minutes - 16.7 MBSix Flags just had its best quarter ever, but the CEO thinks the theme parks have become “daycare for teenagers.” The most practical use of AI is about to hit your Gmail: A personal assistant to write your emails. And there’s a new gold rush in America — A gold rush to build factories. Play this week’s pop-biz pop-quiz: go.tboypod.com $SIX $DIS $CAT $GOOG Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: ...
🎁 “Wedding gift mind-reader” — Etsy’s wedding registry. Rivian’s empty tank. Google’s foldable phone.
May 11, 2023 09:00 - 19 minutes - 17.7 MBSince 1 out of 3 couples registered for wedding gifts on Bed Bath & Beyond, Etsy is jumping into BB&B’s bankruptcy void. We crunched the numbers on the electric truck company Rivian: It’s only got 2 years of cash left in the tank. And Google just unveiled its first ever foldable phone… but it costs more than a computer… and they won’t call it a phone. $ETSY $RIVN $GOOG Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter...
🍟 “Supersize my AI Fries” — Google’s Drive-Thru robots. Planet Fitness’ high schoolers. Airlines’ Apology Fee.
May 10, 2023 09:00 - 18 minutes - 17.2 MBWendy’s just got hooked up with a Google AI robot that will take your order at the drive-thru window — and it’s programmed to upsell you. Planet Fitness is letting high schoolers workout for free this summer, because the free sample will lead to $72M/year in actual sales. And the White House is proposing new rules to force airlines to compensate you when they cancel a flight — aka “The Apology Fee” — Because this summer will be the riskiest travel season ever. $GOOG $PLNT $DAL $UAL...
👙👙 “#Dupe” — Lululemon’s knockoff embrace. Jack Dorsey’s Bluesky. Warren Buffett’s succession.
May 09, 2023 09:00 - 19 minutes - 17.9 MBLululemon just had a “Dupe Swap”: You show up with a knockoff, walk out with the real thing. Twitter co-founder Jack Dorsey just ripped on Twitter and launched a rival: Bluesky — because right now we’re all Social Media nomads. And Warren Buffett just hosted the biggest weekend in finance of the year, but the only word on everyone’s mind was… succession. $LULU $BRK.A $META Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twi...
⛏️ “He’s a gold digger” — Adidas $800M Kanye loss. Shopify’s quitting reward. Michelle Obama’s snacks.
May 08, 2023 09:00 - 19 minutes - 17.7 MBAdidas first thought that ending Kanye’s Yeezy line would cost it $250M, but turns out it was $800M… cause when you live by the Influencer, you die by the Influencer. Shopify just announced it’s giving up on its biggest dream, but Wall Street rewarded it for quitting. And Michelle Obama’s first startup is kids snacks and drinks — because the biggest thing in food right now is small. $ADDYY $SHOP $K Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Bes...
👑 “We crunched the coronation cash” - England’s Royal ROI. Airbnb’s room strategy. Band-Aid’s IPO.
May 05, 2023 09:00 - 22 minutes - 20.4 MBThe coronation of King Charles the III is tomorrow in London — but you didn’t realize the royal family is Royalty Incorporated (worth $21B). Airbnb’s always let you book private rooms (not just entire homes), but it’s doubling down on affordable options because that’s core to its identity. And Band-Aid Brands is part of the biggest IPO of 2023: Kenvue — It’s worth $40B, because branding is a powerful drug. This week’s pop-biz pop-quiz: Go.tboypod.com $ABNB $JNJ $KVU $CMG Want mer...
🥩 “I’ll try the Tucson T-Bone” — Olive Garden’s steak strategy. Debt Ceiling drama. Ford’s Tesla trick.
May 04, 2023 09:00 - 19 minutes - 17.8 MBThe Olive Garden’s parent company is spending $715M to buy Ruth’s Chris steakhouse because there are only 2 reasons to do a deal: to diversify or to double-down. The biggest financial story for the next month is the Debt Ceiling, so we’re jumping in TBOY-style to what the drama means. And Ford just revealed the funky framework of the car industry: Pickup trucks are the venture capitalists of electric cars. $RUTH $DRI $F $TSLA Want merch, a shoutout, or got TheBestFactYet? Go to: www...
📓 “Who killed Homework?” — AI’s 1st victim. Uber’s Lyft question. Germany’s free soccer tickets.
May 03, 2023 09:00 - 20 minutes - 18.5 MBWe just saw the first stock market victim of AI: Chegg’s online tutoring stock plummeted 48% because students aren’t using tutors… they’re using ChatGPT. Uber just had its best day on Wall Street ever, so we need to stop comparing it to Lyft (fyi: Uber is now worth 20X Lyfts). And one struggling German soccer team found a unique strategy to fix its half-empty stadium problem: Free tickets. $CHGG $UBER $LYFT Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow...
📺 “Goodnight to Late Night” — James Corden’s biz model. JP Morgan’s banking bigness. Olipop’s anti-soda surge.
May 02, 2023 09:00 - 19 minutes - 17.6 MBThe final episode of the Late Late Show with James Corden just aired because the business model of the late night talk show isn’t working. J.P. Morgan just acquired First Republic Bank, because the government needed it to. And the fastest-growing soda in the US is a soda that hates soda… Olipop soda. Vote for the best onesie yet: https://forms.gle/9auDWyBjpHBP15jg8 $PARA $JPM $FRB $PEP $KO Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet ...
🎱 “Party with yo’ family” — Las Vegas’ epic pivot. First Republic’s 99% plummet. Wendy’s grocery store.
May 01, 2023 09:00 - 20 minutes - 18.4 MBLas Vegas has pulled off an epic pivot: From sin city to family fiestas. First Republic Bank’s stock has plummeted 99%, and all the options to handle the crisis are bad. And Wendy’s is bringing its chili to aisle 6 because grocery stores have become the Garden of Eden of American Capitalism. $FRB $LVS $WEN 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 on Youtube Learn more...
♟️ “Hardcore Pawn” — Chess.com’s growth hack. Meta’s favorite word. Fanatics’ sports bet.
April 28, 2023 09:00 - 20 minutes - 19.1 MBThe number of Americans playing chess has shockingly doubled in just 6 months — and it’s all because of one website’s wild strategy. Meta surged 14% after its earnings because tech has a new favorite “word du jour.” And sports apparel giant Fanatics has 90M users, but it’s making a major pivot before its IPO: From t-shirts to sports bets. $META $GOOG $MSFT Take our weekly pop-biz pop-quiz at go.tboypod.com Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow...
🚽 “The monster in your sink” – InSinkErator’s $3B sink. Chipotle’s love-flation. Microsoft’s video game duty.
April 27, 2023 09:00 - 18 minutes - 17.1 MBRemember when we told you 2 out of 3 acquisitions fail? Well we found one that didn’t: Insinkerator and Whirlpool. Chipotle stock just hit an all-time high because they raised prices on your burrito… but you ate it anyway (we call it “Love-flation”). And Microsoft was about to make the biggest deal in its entire history for video games… but then someone pulled the power cord. $WHR $CMG $MSFT $ATVI Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best ...
💰 “You’re interested in interest” — Banks’ yield problem. Tiffany’s NYC museum. Package’s econ prediction.
April 26, 2023 09:00 - 19 minutes - 17.4 MBHave you gotten more interested in interest lately? It’s not just you. A record number of Americans are moving around their money because they’re chasing yield (and it’s probably worth it). Tiffany’s jewelry is reopening its flagship store in NYC after 4 years — but it’s not a store… it’s a museum. And we found an economic crystal ball: It’s Packaging Corp — Because before you something can be bought, it must be packaged. $PKG $UPS $FDX $LVMUY $FRB Want merch, a shoutout, or got The...