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

New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2

Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-live


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

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Episoder(1656)

😬 “Millennial Cringe” — Sweetgreen’s low. Walmart’s villain-to-hero. Mini-Soap Drama surge. +Techie facelifts

😬 “Millennial Cringe” — Sweetgreen’s low. Walmart’s villain-to-hero. Mini-Soap Drama surge. +Techie facelifts

Walmart’s CEO retired… his boldest move? Raising pay 90% across the biz like Spiderman would.Sweetgreen, Warby Parker, Allbirds… it’s the Millennial Cringe Stock Market.Microdramas have taken over Chi...

17 Nov 202521min

🏦 “Mergers & Athletes” — Goldman’s sports agency. Burberry’s british pivot. Sonder’s hotel drama. +RIP Penny

🏦 “Mergers & Athletes” — Goldman’s sports agency. Burberry’s british pivot. Sonder’s hotel drama. +RIP Penny

Goldman Sachs bought a VC and a sports talent agency… because they take a tiny % of huge $$$.Burberry’s stock is up 50% on their British pivot…. They’re leaning into England’s bad weather.Sonder abrup...

14 Nov 202521min

🩱 “Keeping Up With $5B” — Skims’ money situation. Country Music’s AI hit. Netflix’s theme park opens. +Harvard Grade InflAAAAtion

🩱 “Keeping Up With $5B” — Skims’ money situation. Country Music’s AI hit. Netflix’s theme park opens. +Harvard Grade InflAAAAtion

The #1 country song in America was made by AI… It's the 1st of many future AI firsts.Kim Kardashian’s Skims hit a $5B valuation… Wall Street thinks it’s worth more than Nike and Lulu.Netflix just open...

13 Nov 202520min

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

👵🏽🥡 “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

DoorDash is the fastest-growing brand in America… shockingly because of your boomers.Softbank sold all its $5.8B of Nvidia stock… because AI $ is actually finite.Italian Pasta is getting a 107% tariff...

12 Nov 202521min

🤡 “Forced Fun!” — Target’s Smile Rule. Trump’s $2k Tariff Dividend. OneSkin’s dude beauty. +Starbucks’ Bear-ista.

🤡 “Forced Fun!” — Target’s Smile Rule. Trump’s $2k Tariff Dividend. OneSkin’s dude beauty. +Starbucks’ Bear-ista.

Target’s making workers smile if a customer is within 10 ft… but it’s not the only “Forced Fun biz.President Trump wants to send you … but we found 5 huge economic plot holes.OneSkin has biohacked the...

11 Nov 202520min

🦺 “How Vests Won Wall St” — Vest Szn. Duolingo’s unhinged mistake. Air Travel’s Expedia moment. +AI Dog Pawdcasters

🦺 “How Vests Won Wall St” — Vest Szn. Duolingo’s unhinged mistake. Air Travel’s Expedia moment. +AI Dog Pawdcasters

It’s Vest Season… So we tracked the history of Corporate America’s fave fashion to 1666.Duolingo’s stock had its worst day ever… because its Owl Mascot wasn’t unhinged *enough*.Expedia’s stock jumped ...

10 Nov 202522min

🦈 “Doo-Doo-Doo” — Baby Shark’s IPO. 85% off Ozempic. Lyft CEO David Risher. +Restaurant Hottie AI

🦈 “Doo-Doo-Doo” — Baby Shark’s IPO. 85% off Ozempic. Lyft CEO David Risher. +Restaurant Hottie AI

President Trump struck a deal with Big Pharma for $150 GLP-1 drugs… a total euro move.On the 10th anniversary of the Baby Shark video… its owner PinkFong IPO’d at a $400 million valuation.Lyft’s CEO c...

7 Nov 202526min

👠 “HOLD Tory Birch” — Fashion’s stock market. Elon’s $1 Trillion Rihanna payday. The Capitalism Election. +Tom Brady’s cloned dog

👠 “HOLD Tory Birch” — Fashion’s stock market. Elon’s $1 Trillion Rihanna payday. The Capitalism Election. +Tom Brady’s cloned dog

Will Elon quit Tesla tomorrow?... He may if shareholders don’t approve his $1 Trillion bonus (“Better Have My Money”)Hold: Gucci. Sell: Isabel Marant. Buy: Loewe…. Fashion Trading is the new “Life Div...

6 Nov 202521min

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