💚 “Grinchonomics” — The Grinch’s anti-brand. Zegna’s $1K sneaker. Carvana’s crazy stock. +Dreidel Rally
The Best One Yet15 Joulu 2025

💚 “Grinchonomics” — The Grinch’s anti-brand. Zegna’s $1K sneaker. Carvana’s crazy stock. +Dreidel Rally

The Grinch is now the top-selling IP of the holidays
 Because consumers prefer the anti-hero.

Zegna’s $1,100 sneaker makes $160M/year
 because the ultimate luxury is slooooooow.

Carvana is officially the craziest stock of the last 3 years
 because of 43,000 problems.

Forget the Santa Rally, how about the “Dreidel Rally?”... Stocks pop for Hanukkah.


$ZGN $CVNA $SPY


Buy tickets to The IPO Tour (our In-Person Offering) TODAY

Austin, TX (2/25): https://tickets.austintheatre.org/13274/13275

Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317

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Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll

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Jaksot(1621)

đŸŽ© “Boardwalk McEmpire” — McDonald’s Monopoly psychology. Friend AI’s viral subway ad. EA’s Saudi Sale. +The Best Idea Yet nomination.

đŸŽ© “Boardwalk McEmpire” — McDonald’s Monopoly psychology. Friend AI’s viral subway ad. EA’s Saudi Sale. +The Best Idea Yet nomination.

Vote for The Best Idea Yet to win “Best Business Podcast”: ​​https://vote.signalaward.com/PublicVoting#/2025/shows/genre/businessMcDonald’s Monopoly is back after 10 years
 It broke the rules of marke...

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đŸ„ƒ “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper

đŸ„ƒ “Negroni Hotel” — Death & Co’s hotel chain. Costco’s 9am DINK hour. Apple acquires Intel? +Ad-supported Toilet Paper

Death & Co. started the craft cocktail movement
 and now it’s becoming a hotel chain.Apple’s surprise Made in America power move?... Buy Intel (the whole company).Costco opened 1 hour early for execut...

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🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.

Starbucks is decaffeinating itself, closing 400 stores
 but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spoti...

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đŸ›” “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.

đŸ›” “Who is Mamadou?” — Uber’s perfect delivery guy. Nvidia’s OpenAI circularity. Exec Assistants-for-All. +Sorority $$$ Surge.

Who is Mamadou?... The 5.0 perfect delivery mystery is Uber’s big marketing opportunity.Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B?... It’s circular financing.The new flex at work? ...

25 Syys 202522min

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

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

Sushi is surging in America, specifically grocery store sushi
 because convenience is king.Oura just hit a $11B valuation selling their tech rings
 and it’s thanks to women and soldiers.Oklo stock has...

24 Syys 202522min

🧾 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.

🧾 “Bear Squeeze” — Build-A-Bear’s 2,500% surge. H-1B’s $100K visa fee. Beli’s Yelp-etition. +SNL’s talent accelerator.

Trump jacked up the fee of H-1B visas to $100K
 The economic lens? It’s a tariff on people.Build-A-Bear’s stock is surging this year
 because 92% of us still have a childhood teddy bear.Beli is viral ...

23 Syys 202522min

💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.

💏 “Cuffing Szn” — Raya’s dating club. Olive Garden’s petite parm. TikTok FlipFlop. +September Stock Diss.

The top dating app right now is a secret: Raya
 It’s got a waitlist bigger than Philadelphia.We have TikTok deal, it’s approved, but we don’t know the details?
 We’ll explain the TikTok FlipFlop.The O...

22 Syys 202522min

👟 “Air Force Kirkland” — Nike’s Costco sneaker. Amex’s $895 mirror card. Jimmy Kimmel’s cancellation. +Kevin Durant’s crypto password.

👟 “Air Force Kirkland” — Nike’s Costco sneaker. Amex’s $895 mirror card. Jimmy Kimmel’s cancellation. +Kevin Durant’s crypto password.

Amex just jacked up the fee for its Platinum card to $895
 so we used AI to optimize the points.Did Nike just collab with Costco on a shoe?... Could be a deepfake - or an intentional Nike leak.Jimmy K...

19 Syys 202522min

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