🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.
The Best One Yet7 Huhti 2020

🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.

Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking at the smart money’s moves. Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the powerful slide #12 in its earnings deck. And we’re comparing JP Morgan CEO Jamie Dimon’s experience from the ‘08 financial crisis to the current one — because he’s the last big bank chief still around from the days of Lehman Brothers.Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Jaksot(1626)

🔼 “The Predictions Pod” — SpaceX’s Olympics, Starbucks’ Library, OpenAI’s company town.

🔼 “The Predictions Pod” — SpaceX’s Olympics, Starbucks’ Library, OpenAI’s company town.

#1. SpaceX’s Olympics#2. Starbucks’ Library#3. OpenAI’s company townTo kick off 2026, we whipped up our 7th annual “3 big business wishes” for the coming year. These ain’t *just* predictions — they’re...

5 Tammi 21min

đŸ“ș “TBOY on CNN” — Our 5 Big Biz Trends of 2025 & 2026

đŸ“ș “TBOY on CNN” — Our 5 Big Biz Trends of 2025 & 2026

1. “Robotaxis got Promoted”: Waymo, Tesla, and Zoox. Next up? Redeye robo rides.2. “IPO-palooza”: SpaceX, OpenAI, and Kim’s Skims IPOs3. “Welcome to Nike Hotel”: To save the brand, Nike should “just d...

29 Joulu 202511min

📅 “Year in Review 2025” — Maxxing, Robots, & Kale Collar Workers

📅 “Year in Review 2025” — Maxxing, Robots, & Kale Collar Workers

Yetis, the 3 biggest forces in business in 2025? Trump, AI, & Affordability. For more on that? Look at every other newsletter, podcast, and social media post of every day this year.But instead, we fou...

22 Joulu 202519min

đŸŒâšŸ "Burn the Boring" — Savannah Bananas Co-Founders Jesse & Emily Cole

đŸŒâšŸ "Burn the Boring" — Savannah Bananas Co-Founders Jesse & Emily Cole

Watch the interview on Youtube here: https://youtu.be/eyS-eokvP-UEveryone laughed when Jesse and Emily Cole said they were going to save baseball by turning it into a circus. The traditionalists said ...

19 Joulu 202555min

✈ “Living Inheritance” — Multigenerational vacations. The Oscars’ YouTubification. Santa Claus’ $11T biz. +Connecticut’s Hallmark boom.

✈ “Living Inheritance” — Multigenerational vacations. The Oscars’ YouTubification. Santa Claus’ $11T biz. +Connecticut’s Hallmark boom.

YouTube won the rights to the Oscars
 because everyone’s fighting for the Living Room TV.New travel trend? “Cousins Vacations”... Grandparents, parents, & kids spending the inheritance.The business of...

18 Joulu 202522min

💳 “America’s Fave Gift” — Gift Cards’ surge. White House’s Tech Force. Zillow’s Name-Yo-Price. +Uber Eats Wrapped.

💳 “America’s Fave Gift” — Gift Cards’ surge. White House’s Tech Force. Zillow’s Name-Yo-Price. +Uber Eats Wrapped.

1.6% of the US economy is Gift Cards
 And 1 outta 7 of you will get a Starbucks one.The White House launched Tech Force... $200K/yr sabbatical to make the DMV run like Airbnb.Zillow’s getting zucked b...

17 Joulu 202521min

đŸŽ· “Bubl-ionaire” — Michael BublĂ© Christmas. iRobot’s RIP. J.Crew’s Ath-ski-surewear. +AI Barbie.

đŸŽ· “Bubl-ionaire” — Michael BublĂ© Christmas. iRobot’s RIP. J.Crew’s Ath-ski-surewear. +AI Barbie.

Michael BublĂ© is the top grossing musician every December
 Here's how he won Christmas music.iRobot filed for bankruptcy
 and the Roomba maker’s life story is Forest Gumpian.Skims, Alo Yoga, & J Crew ...

16 Joulu 202521min

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

💚 “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 th...

15 Joulu 202522min

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