☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.
The Best One Yet13 Mar 2020

☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.

The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from the government didn’t save stocks. Virus-testing company Lab Corp is now facing the moment it’s been waiting for (but it’s stock is still down). And Direct-to-Consumer startups and stocks have been having a different kind of moment, so we’re looking at Casper/Brandless/Harry’s/Outdoor Voice’s CAC problem (“customer acquisition cost”).Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(1652)

💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

💻 “MacValue Meal” — Apple’s $599 laptop. Soulja Boy’s AI phone. Iran’s bull case. +Taser Alarm Clock

Apple launched its cheapest laptop ever… we think repeats a mistake Tesla made.Soulja Boy is the 1st rapper to clone his voice with AI… to sell B2B software.Stocks are actually up since the War with I...

5 Mar 23min

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

McD’s CEO went viral for awkwardly eating its new burger… but it smells like a 90s marketing McTastrophe.Iran’s $20k drones cost us $4M to shoot down… It’s financial asymmetry, affecting stocks.Cal AI...

4 Mar 22min

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

Oil’s up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain… but it’s actually an energy drink chain in disguise.Anthropic...

3 Mar 23min

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

Jack Dorsey is replacing 40% of Block’s employees with AI… and the Wall Street reward was huge. Coach is selling 3 million Gen Z women its $350 handbag… thanks to an anthropologist.Wedding Crashers ex...

2 Mar 23min

🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

Husband and wife Allison and Stephen Ellsworth have 3 kids and 3 Super Bowl commercials - Because together they created Poppi, the better-for-you soda disruptor that PepsiCo bought for $1.95 Billion l...

27 Feb 29min

🤠 “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

🤠 “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

Live… from Austin… it’s The Best One Yet!We performed live at Austin’s famous State Theater. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. How to slop-...

26 Feb 32min

🕶️ “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

🕶️ “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

Why are Mexican Drug cartels so hard to stop?... Because they're run like the Fortune 500Crocs' comeback plan is microdramas... 4-minute sultry soap operas of clogsThe Substack Selloff... It's a Sci-F...

25 Feb 24min

😰 “Human-shaming” — Sam Altman’s bubble. Axe’s bodyspray rebound. Milan’s Brexit win. +Hockey tooth recession

😰 “Human-shaming” — Sam Altman’s bubble. Axe’s bodyspray rebound. Milan’s Brexit win. +Hockey tooth recession

Axe Body Spray has a comeback plan… help users use less Axe Body Spray.10 years after Brexit, Milan is shining as the winner… Milan is the new London.Sam Altman dissed humans for drinking more water t...

24 Feb 22min

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