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The Best One Yet

The Best One Yet

1,725 episodes — Page 15 of 35

Ep 1025🚕 “End Surge Pricing” — Lyft’s anti-surge pivot. Michael Kors’ Team USA. Disney’s subscription math.

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Lyft 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 on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 11, 202319 min

Ep 1024☠️ “Portnoy’s pirates” – Barstool’s $1 buyback. WeWork’s worth $0. Cannabis’ beer-quisition.

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Dave 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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 10, 202318 min

Ep 1023💊 “The Miracle Drug*” — Wegovy weight loss surprise. MrBeast’s $100M burger lawsuit. Wind Turbines’ falling fiasco.

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The 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 $LLY $ENR 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 9, 202318 min

Ep 1022🏈 “The Mac-12 Conference” — Apple + Pac-12 = Mac-12. Zoom’s anti-zoom policy. Warren Buffett’s best quarter yet

The 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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 8, 202319 min

Ep 1021💋 “The Duchess of Dupes” — Elf Beauty’s dupe dominance. Airlines domestic discount. Robo-taxi’s baseball play.

Elf 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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 7, 202322 min

Ep 1020🛒🐠 “Whole Foods lost my seabass” — Amazon’s Achilles Heel. The Recession’s been canceled. Starbucks’ Chinese mission.

Amazon 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 $BAC 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 4, 202320 min

Ep 1019🥱 “I dream of Pikachu” — Pokemon Sleep’s Humblebrag. KFC’s nugget nuance. The Strip Mall’s real estate resurgence.

Pokemon 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, 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 3, 202318 min

Ep 1018🩴 “Stilettos or Furkenstocks?” — Birkenstocks’ comfy IPO. Bed Bath & Beyond’s resurrection. Big Oil’s electric slide.

Birkenstock 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 2, 202319 min

Ep 1017☄️ “Real Housewives of Pluto” — NASA+ streaming. Jeep’s bummer summer. SoFi’s Jon Snow CEO.

NASA 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 on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Aug 1, 202320 min

Ep 1016🗞️🚨 "We launched a newsletter" — Hot vs. Cold Coffee. Threads’ zucking playbook. White Paint’s climate solution.

Sign 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 white paint ever created (but only if it’s profitable). $META $KHC $SBUX 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 31, 202318 min

Ep 1015💁‍♀️ “The Year of the She-conomy” — Barbie, T-Swift, USWNT. McDonald’s new restaurant. TikTok’s triple-zucking.

The 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, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 28, 202321 min

Ep 1014👼 “The Mechanical Mary Poppins” — Snoo’s bassinet lesson. Big Tech’s new map app. The Fed’s Smokey The Bear strategy.

The 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 Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 27, 202322 min

Ep 1013👁️ “How we’ll pay ourselves when bots take over” —WorldCoin’s eye-scanner. Spotify’s loser user. UPS’ year of the strike.

Spotify’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 The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 26, 202320 min

Ep 1012💅 “A Positive Sum Game” — Barbenheimer’s precedent. Twitter’s X-out. Deodorant’s surge.

Barbie & 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: 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 25, 202319 min

Ep 1011🍹 “National Tequila Day” — Celebs do Tequila. Chase does Lounges. And Amazon does Space.

Is 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: 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 24, 202318 min

Ep 1010🩷 “Barbie, born in 1959” — Barbie’s disruptive history. Netflix’s strike advantage. RIP Starter Homes.

Everyone’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 Quiz: go.tboypod.com $MAT $NFLX 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 21, 202319 min

Ep 1009🎥 “It’s huuuuge” — IMAX’s Oppenheimer moment. Skims’ $4B undies. Microsoft’s AI championship.

“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 Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 20, 202318 min

Ep 1008🙋‍♀️ “Soccer’s growth story” — Women’s World Cup $$$. Buses are back. AT&T’s lead empire.

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 the bus — The bus industry is surging thanks to a quote from Napoleon. $T $VZ $SPY 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 19, 202320 min

Ep 1007🐐 “iMessi” — Apple’s Lasso Way. Allbirds’ weirdness rule. Accountants’ superhero moment.

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 Accountant, hug them. Then give them a raise. And send them this pod. $BIRD $AAPL $AAP 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 18, 202319 min

Ep 1006🎙️ “Episode #1,000” — Shopify’s meeting calculator. Opill’s OTC pill. Air Conditioner’s heat wave win.

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 straight days over 110 degrees — And the Air Conditioner industry has become the duct tape of Climate Change. $SHOP $GENE $CARR $PRGO Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypo And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 17, 202318 min

Ep 1005🌭 “Peak Weiner” — Hot Dogs’ summer. Hollywood’s actor strike. Delta’s international vacay.

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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 Magic Kingdom.Take The Best Quiz Yet: go.tboypod.com$DIS $DAL $AMZN $WBDWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 14, 202317 min

Ep 1004⚰️ “The greatest gift you can give” — Aretha Franklin’s will. Inflation’s best one yet. Domino’s delivery pivot.

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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 $SPYWant merch, a shoutout, or got TheBestFactYet? Go to: ⁠www.tboypod.com⁠Follow The Best One Yet on ⁠Instagram⁠, ⁠Twitter⁠, and ⁠Tiktok⁠: @tboypodAnd now watch us on ⁠Youtube⁠Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 13, 202319 min

Ep 1003🎢 “Less Epcot, more Amalfi” — Disney’s emptiest rides. Kura Sushi’s surge. She-cession’s finale.

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“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 $SPYWant merch, a shoutout, or got TheBestFactYet? Go to: ⁠www.tboypod.com⁠ Follow The Best One Yet on ⁠Instagram⁠, ⁠Twitter⁠, and ⁠Tiktok⁠: @tboypodAnd now watch us on ⁠Youtube⁠ ______________________________ 0:00 - Intro 1:01 - McDonalds Wedding 3:02 - Disney World is Empty 6:58 - Kura Sushi 13:24 - She-Cession 16:53 - Takeaways 18:20 - Best Fact yet 19:46 - ShoutoutsLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 12, 202318 min

Ep 1002🧃 “Four Loko 2.0” — Prime Energy drink’s trouble. Amazon’s tiny treats. Threads’ greatest weakness.

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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 weakness is Twitter’s greatest strength.$META $AMZN $WMT $PEPWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 11, 202319 min

Ep 1001🌐 “The Las Vegas Sphere?” — Sphere’s real reality. China’s tit-for-tatting. Rivian’s 80% surge.

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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 10, 202317 min

Ep 1000🎀 “Summer of Barbie” — Mattel’s movie blitz. Model A’s flying car. America’s Jobs surprise.

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 that Barbie Malibu Dreamhouse Airbnb we were talking about: https://www.airbnb.com/rooms/857387972692815761?source_impression_id=p3_1688703735_WWZd9Vxe9caTsIF0) $MAT $HAS $SPY 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 7, 202318 min

Ep 999🐦🐦 “Instagram zucks Twitter” — Meta’s Twitter copycat. Insect-based food. Costco’s moocher crackdown.

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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 6, 202319 min

Ep 998😈 “Death by Milkshake” — McDonald’s Grimace trend. Tesla’s supercharger secret. The 4.5-day workweek.

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-Day Workweek.” $MCD $TSLA $RIVN $XPEV $VNO 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jul 5, 202320 min

Ep 997🍼 “Baby Martell is here… the Pod’s not (yet)” — The pod returns Wednesday, July 5th.

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 got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 30, 20233 min

Ep 996BONUS #4 🥗 The Storyteller of Salad: Nathaniel Ru, Sweetgreen Co-founder

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 suburb of Chicago Best of all— his must-try salad “remix” order‌On a personal note, these salads were a staple of ours when we worked on Wall Street. We’d chow down on spicy broccoli and arugula, while whipping up takeaways in our early newsletter days. So it was pretty cool when we got to toss our pesto chicken parm bowls mid-interview.Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 22, 202356 min

Ep 995👶 "1 week Baby Break begins… today”

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 Best One YetWe hope you enjoy our interview with Nathaniel Ru, of Sweetgreen. And to Nick and Molly - Congratulations. This baby is a TBOY.$TBOY $IBO $ONESIEWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com/shopFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 21, 20232 min

Ep 994🍺 “The new #1 beer” — Modelo’s Millennial Magic. Mercedes’ AI car. Pixar’s missing magic.

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 its “Brain Trust.” $STZ $BUD $DIS $MGBYY 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 ________________________________________________ 0:00 - Intro 1:11 - Netflix Pop up restaurant 3:30 - America's #1 Beer 7:23 - Mercedes + Chatgpt 12:54 - Pixar's Elemental 17:16 - Takeaways 17:49 - Best Fact Yet 19:28 - Shoutouts Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 20, 202318 min

Ep 993🐝 “Yonce-flation” — Beyonce’s Swedish Inflation. Spotify’s YouTube strategy. Cava’s bistro IPO.

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 out our onesie: ⁠tboypod.com/shop⁠Take our quiz: ⁠go.tboypod.com⁠$SPOT $CAVA $SG $CMGSponsor links: ⁠www.Expressvpn.com/TBOY⁠⁠www.Mudwtr.com/TBOY⁠Want merch, a shoutout, or got TheBestFactYet? Go to: ⁠www.tboypod.com⁠Follow The Best One Yet on ⁠Instagram⁠, ⁠Twitter⁠, and ⁠Tiktok⁠: @tboypodAnd now watch us on ⁠Youtube⁠_____________________________________0:00 - Intro1:20 - TBOY Onesie3:30 - Beyonce Raises Sweden Inflations8:00 - Cava IPO13:30 - Spotify's New Strategy17:02 - Takeaways17:39 - What Else is going on18:17 - Best Fact Yet19:41 - Shoutouts Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 16, 202321 min

Ep 992🍖 “Maaaa, the meatloaf” — InstaPot’s bankruptcy. Hospitals’ surgery surge. The Economy’s power pause.

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 interest rates for 15-straight months, our economy is at an inflection point. $TUP $UNH $SPY 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 _______________________________ 0:00 - Intro 1:09 - Beatles using AI 3:19 - Instapot Bankruptcy 7:45 - Fed Pauses Intrest Rates 12:26 - United Health Stock 15:41 - Takeaways 16:21 - Best Fact Yet 17:41 - Shoutouts Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 15, 202316 min

Ep 991💼 “Hot Cubicle Summer” — Big Tech’s remote reversal. Denver’s championship formula. Reddit’s epic blackout.

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 a super corporate IPO? $GOOG $META $AMZN 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 _____________________________________ 0:00 - Intro 1:27 - 1 Million Pennies 4:10 - Denver Nuggets Owner 8:25 - Google's Returns to Work 14:25 - Reddit Blackout 17:55 - Takeaways 18:46 - Best Fact Yet 20:09 - Shoutouts Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 14, 202319 min

Ep 990🍕 “Frozen > Fresh” — Pizza’s biggest winner. JPMorgan’s Epstein settlement. NYC’s traffic tax.

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 got TheBestFactYet? Go to: ⁠www.tboypod.com⁠ Follow The Best One Yet on ⁠Instagram⁠, ⁠Twitter⁠, and ⁠Tiktok⁠: @tboypod And now watch us on ⁠Youtube⁠ _______________________________ 0:00 - Intro 1:08 - Professional quitters 3:34 - Frozen Pizza Sales 7:54 - JP Morgan/Epstein Lawsuit 13:15 - NYC Congestion Pricing 18:08 - Takeaways 18:59 - Best Fact Yet 20:35 - Shoutouts Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 13, 202319 min

Ep 989👮🤐 “123456” — Netflix’s password crackdown win. Stocks’ 1-year highs. AM Radio’s Tesla problem.

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 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 ____________________________________________0:00 - Intro 1:05 - Bonus Interview 3:36 - Bull Market 2023 7:47 - Netflix Password Crackdown 14:23 - AM for every vehicle act 17:58 - Takeaways 18:34 - Best Fact Yet 20:00 - Shoutouts Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 12, 202319 min

Ep 988🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.

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 stability. $UBER $ABNB $ADBE 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 9, 202319 min

Ep 987🟠 “The Sky is Orange” — NYC’s wildfire insurance. Beauty’s perfume parity. CNN’s reality TV.

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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 8, 202319 min

Ep 986⛳️ “Just tap it in” — Golf’s money marriage. Vita Coco’s coconut surge. Coinbase’s big lawsuit.

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 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 7, 202318 min

Ep 985😎 “iPhone… for your Face” — Apple’s new iGoggles. Hot Wheels’ inflation-proof toy. Bud Light’s buy-cott.

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 - Best Fact Yet 21:33 - Shoutouts $AAPL $BUD $TAP $MAT 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 6, 202321 min

Ep 984🏆 “Ending on a high note” — The Succession lesson. Tinder’s swiping CEO. Wingstop’s AI chicken.

0:00 - 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 - Takeaways 17:48 - Best Fact Yet 19:10 Shoutouts ________________________________________________ $WBD $MTCH $WING 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 5, 202320 min

Ep 983🧘 “Leggings. Latte. Pilates. Repeat” — Alo Yoga’s sanctuary strategy. Cruises’ 104% full problem. Lucid’s EV trust fund.

0:00 - 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? 16:57 - Takeaways 17:29 - Best Fact Yet 19:19 - Shoutouts This week’s 1-minute pop-biz pop-quiz: go.tboypod.com Visit Framebridge.com to support the show $LULU $LCID $CCL $NCLH 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 choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 2, 202320 min

Ep 982🦾 “Paper menu, please!” — QR Codes’ failure. Delta’s greenwashing lawsuit. Elon’s Chinese feast.

Restaurants 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 Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on YoutubeLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

Jun 1, 202319 min

Ep 981👑 “We analyze Waystar Royco” — Succession’s fictional reality. The Debt Ceiling deal. Casinos’ Blackjack tweak.

Even 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.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

May 31, 202319 min

Ep 980🍜 “Gastrodiplomacy 101” — Korea’s kimchi capitalism. Gmail’s blue checkmark. Clear’s looooong line challenge.

Fourteen 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 $METARecorded at Spotify Studios LA Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

May 30, 202319 min

Ep 979🏓 “Snitcher’s hotline” — Airbnb’s anti-party escalation. Twitter’s Fox News dupe. Abercrombie’s mullet surge.

Airbnb 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 Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

May 26, 202318 min

Ep 978🤖 “AI’s brain cells” — Nvidia’s chip surge. Cava’s hummus IPO. Google & Uber’s robo-taxi.

The 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 Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

May 25, 202318 min

Ep 977🪙 “$1 trillion coin” — Debt default desperation. Peloton’s full rebrand. Pro Bull Riding’s team up.

We’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 One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

May 24, 202317 min

Ep 976🍩 “Glazed & Confused” — Krispy Kreme’s giveaway strategy. Colorado River’s economy. Globo-Law Firm money.

Krispy 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 now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

May 23, 202318 min