🐉 “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

Hosted on Acast. See acast.com/privacy for more information.

Jaksot(1626)

🐭 “WaltGPT” — Disney’s OpenAI deal. SpaceX’s $1 Trillion IPO. Savannah Bananas Interview. +Waymo backseat baby

🐭 “WaltGPT” — Disney’s OpenAI deal. SpaceX’s $1 Trillion IPO. Savannah Bananas Interview. +Waymo backseat baby

Disney invested $1 Billion in OpenAI
 And licensed its top 200 characters to Sora.Elon Musk confirmed SpaceX plans to IPO in 2026
 but it’s all about the SpaceX logo on a t-shirt.The Savannah Bananas ...

12 Joulu 202522min

đŸ„” “Surge Potato Pricing” — Instacart’s personalized pricing. Utah’s for-profit football. Australia’s teen insta-ban. +In-N-Out’s 67.

đŸ„” “Surge Potato Pricing” — Instacart’s personalized pricing. Utah’s for-profit football. Australia’s teen insta-ban. +In-N-Out’s 67.

Instacart is testing different prices for different people... It’s Personalized Pricing.University of Utah athletics just sold to PE for $500M
 Wall Street is now the Quarterback.Australia banned soci...

11 Joulu 202521min

👰 “r/bride” — Reddit’s wedding surge. 401k “Modest Millionaires”. Farmer’s $12B bailout. +Pickle pop.

👰 “r/bride” — Reddit’s wedding surge. 401k “Modest Millionaires”. Farmer’s $12B bailout. +Pickle pop.

Reddit’s wedding planning surge explains why the stock has 5X’d.1k millionaires are minted everyday from 401ks
 Here's our 3-step financial advice.America’s farmers got a $12B Soybean Bailout
 while C...

10 Joulu 202520min

🍩 “Fo-Sho” — 16 Handles’ return. Paramount’s hostile takeover. Sephora’s football strategy. +Bieber’s iPhone diss.

🍩 “Fo-Sho” — 16 Handles’ return. Paramount’s hostile takeover. Sephora’s football strategy. +Bieber’s iPhone diss.

Paramount is messing with Netflix’s Warner Bros Deal... It’s a Hostile Takeover.Sephora’s sales are all-time-high’ing
 because beauty is a game of inches.16 Handles frozen yogurt is back
 Because Froy...

9 Joulu 202521min

🎬 “Batman’s New Boss” — Netflix’s buys HBO. Dubai’s AI restaurant. Nothing’s iPhone-killer. +Giant Santa shortage

🎬 “Batman’s New Boss” — Netflix’s buys HBO. Dubai’s AI restaurant. Nothing’s iPhone-killer. +Giant Santa shortage

Buy tickets to “The IPO Tour” (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New ...

8 Joulu 202520min

đŸŽŸïž Our 2026 Live Tour: Tickets on sale

đŸŽŸïž Our 2026 Live Tour: Tickets on sale

Buy tickets to The IPO Tour ( our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New Y...

6 Joulu 20252min

🧙 “Predictable” — Predictions takeover news. Chanel’s subway runway. Trump’s Golden Ticket. +Pantone’s Color of 2026

🧙 “Predictable” — Predictions takeover news. Chanel’s subway runway. Trump’s Golden Ticket. +Pantone’s Color of 2026

Buy tickets to “The IPO Tour” (our In-Person Offering) TODAY at 10am local timeAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.co...

5 Joulu 202522min

🚹 “Sam-mergency” — OpenAI’s Code Red. American Eagle’s Anti-AI. Waymo’s safety report. +Wall Street Wrapped

🚹 “Sam-mergency” — OpenAI’s Code Red. American Eagle’s Anti-AI. Waymo’s safety report. +Wall Street Wrapped

Waymo said their cabs are 90% safer than human-driven cars
 then activated “crazy NYC cab mode”.American Eagle surged 15% thanks to Sydney Sweeney
 and an Anti-AI pledge.Sam Altman called “Code Red” a...

4 Joulu 202521min

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