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

🐉 “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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Episoder(1738)

⚽ “Ghost Tickets” — StubHub’s CEO scalper. Béis’ hater luggage. DeepSeek’s anti-Ferrari AI. +Chipotle’s Mexican 1st

⚽ “Ghost Tickets” — StubHub’s CEO scalper. Béis’ hater luggage. DeepSeek’s anti-Ferrari AI. +Chipotle’s Mexican 1st

StubHub faces class action Ghost Ticket lawsuits… as the CEO was outed as a ticket scalper.Béis sells $250M in luggage every year… its newest viral Weekender bag was designed by haters.China’s DeepSee...

16 Jul 22min

🌮 “No Bueno” — Taco Bell’s diarreah drama. Phia’s fashion fraud. Data Center Millionaires. +Sleeping Waymos

🌮 “No Bueno” — Taco Bell’s diarreah drama. Phia’s fashion fraud. Data Center Millionaires. +Sleeping Waymos

The cyclosporiasis parasite is spreading nationwide… and it’s hitting Taco Bell’s stock.Meet the accidental Data Center Millionaires…. Teachers and farmers are making AI millions.Bill Gates’ daughter’...

15 Jul 21min

🪭 “Fandom” — Dyson’s viral electric fan. Apple vs. Open AI. Maternal Acquisition & Management. +Biscoff Cookie stock

🪭 “Fandom” — Dyson’s viral electric fan. Apple vs. Open AI. Maternal Acquisition & Management. +Biscoff Cookie stock

Dyson launched a portable fan that’s basically wearable air conditioning… And they launched it pre-trend.Apple sued Open AI for allegedly stealing blueprints to the iPhone… because only a phone can re...

14 Jul 22min

💎 “Diamond Discount” — De Beers’ secret deal. OpenAI’s whispering office. Gyms vs Bars. +Middle Child Recession

💎 “Diamond Discount” — De Beers’ secret deal. OpenAI’s whispering office. Gyms vs Bars. +Middle Child Recession

De Beers secretly cut prices for natural diamonds… but its “Desert Diamonds” sell imperfection.ChatGPT’s newest AI understands “uh-huh”... because the future of offices is whispering.Gyms are replacin...

13 Jul 21min

🏝️ “Bombshell Biz” — Love Island’s campfire effect. Waymo’s teen-drinking snitch. Instagram’s AI snoop. +Vintage Ikea $$$

🏝️ “Bombshell Biz” — Love Island’s campfire effect. Waymo’s teen-drinking snitch. Instagram’s AI snoop. +Vintage Ikea $$$

Love Island USA has defied every negative trend in TV… Thanks to “The Campfire Effect.”Waymo snitched on teens for drinking in the back seat… Because the car’s getting camera-fied.Zuck’s latest AI mov...

10 Jul 21min

🪺 “Nestegging” — Live-with-Parents Financial Flex. Driscoll’s $7B Raspberry. Ukraine’s DIY Missiles. +One-night Bachelorettes

🪺 “Nestegging” — Live-with-Parents Financial Flex. Driscoll’s $7B Raspberry. Ukraine’s DIY Missiles. +One-night Bachelorettes

49% of Americans under 30 live with their folks… But now it’s a financial flex #StayAtHomeSonDriscoll’s invented the year-round fresh berry… But this $7B berry brand doesn’t grow berries.The US gave U...

9 Jul 20min

🦩 “69% pink” — World Cup’s pink-ness. Netflix’s Season 2 Slump. Fiat’s Pixar Car. +Grocery AI Branding

🦩 “69% pink” — World Cup’s pink-ness. Netflix’s Season 2 Slump. Fiat’s Pixar Car. +Grocery AI Branding

Why are 69% of World Cupers wearing pink cleats?... Because of 1 paper 2 years ago.Netflix has a new problem: The Season 2 Slump… Data shows you ghost shows after Szn 1.Fiat just invented the smallest...

8 Jul 21min

👶 “Birthday stocks” — Trump Acounts’ QR Code. Jersey Mike’s coldcut IPO. Short Boys Beers. +Midyears Resolutions

👶 “Birthday stocks” — Trump Acounts’ QR Code. Jersey Mike’s coldcut IPO. Short Boys Beers. +Midyears Resolutions

Jersey Mike’s just filed to IPO… because cold cuts are hot commodities.Trump Accounts for Kids just went live with $1K each… We think it will disrupt birthday parties.What’s saving the beer industry?…...

7 Jul 24min

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