💚 “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

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Episoder(1620)

🚗 Lyft's Bold New Strategy (with CEO David Risher)

🚗 Lyft's Bold New Strategy (with CEO David Risher)

Lyft’s comeback story ain't Uber’s playbook — it’s something different.David Risher, Amazon employee #37 and now Lyft’s CEO, joins us to break down the strategy driving Lyft’s turnaround.This guy has ...

21 Nov 202553min

💃 “Destiny’s Chip” — Nvidia’s Beyonce earnings. Budweiser’s BeatBox acquisition. America’s smaller Zestimate. +Pickle Ball Ban

💃 “Destiny’s Chip” — Nvidia’s Beyonce earnings. Budweiser’s BeatBox acquisition. America’s smaller Zestimate. +Pickle Ball Ban

Nvidia is carrying the stock market on its back
 And just went full-Beyonce with its earnings.We predicted BeatBox would be the drink of the summer
 Now AB In-Bev is buying it for $700M.53% of US home...

20 Nov 202521min

đŸ€‘ “$2 to Hire Me” — Venmo’s resumĂ©s. Raising Cane’s secret sauce. Google’s MJ moment. +Bitcoin Home Heaters.

đŸ€‘ “$2 to Hire Me” — Venmo’s resumĂ©s. Raising Cane’s secret sauce. Google’s MJ moment. +Bitcoin Home Heaters.

Venmoing your future boss to get a job
 that’s the wild new Hiring Hack.Google is the only stock up this week
 Because Gemini is having its Michael Jordan Moment.Raising Cane’s secret sauce (literally...

19 Nov 202521min

đŸ„¶ “Extreme Fear”— Bitcoin’s $92k Blizzard. Jeff Bezos un-retires. Meadow Lane’s Grocery Club. +Smell-vertising.

đŸ„¶ “Extreme Fear”— Bitcoin’s $92k Blizzard. Jeff Bezos un-retires. Meadow Lane’s Grocery Club. +Smell-vertising.

Bezos is Co-CEO of the mysterious “Project Prometheus”
 his new AI startup treats space like a garage.Meadow Lane just opened the “Erewhon of the East”
 $17 smoothies get lines out the door.Bitcoin ha...

18 Nov 202522min

😬 “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

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

đŸ©± “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

đŸ‘”đŸœđŸ„Ą “Silver Swipers” — DoorDash’s grannie growth. Softbank’s Nvidia ghosting. Italy’s Tortellini tariff. +McRib Bitcoin

đŸ‘”đŸœđŸ„Ą “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

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