🎷“Invest in Ja Rule” — Jukebox’s song stocks. Rivian’s DINK-mobile. Walmart’s early bird super delivery.

🎷“Invest in Ja Rule” — Jukebox’s song stocks. Rivian’s DINK-mobile. Walmart’s early bird super delivery.

JKBX is letting retail investors own a piece of their favorite songs, like Beyonce’s “Halo” — Because the SEC just approved Wall Street’s publicly-traded jukebox.

Rivian just unveiled a compact electric SUV, the R2, and surprised us with the R3 and R3X as well — Because the future of electric cars depends on creating “The DINK-Mobile.”

And Walmart just launched what we call “Early Bird Super Delivery”: 1-hour delivery if you order before 6am — Because great businesses don’t look at what will change, they look at what *won’t* change.


And look out for a special bonus pod this weekend: The Snooze Pod (The Sleepiest One Yet).


$RIVN $WMT $TGT


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Episoder(1559)

Charles Schwab cuts commissions to $0, GoPro’s new moat problem, and Masco recession-proofs itself

Charles Schwab cuts commissions to $0, GoPro’s new moat problem, and Masco recession-proofs itself

GoPro unveiled a couple pre-holiday cameras, but the move reveals how much it’s lost its moat. Charles Schwab announced it’s cutting stock trading commissions from $4.95/trade to zero, so we’re jumping into the history of fees. And Masco is our Midwestern institution of the day for focusing on paint over cabinets as it pivots strategy. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2 Okt 201914min

Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO

Waymo’s valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiser’s Asia IPO

Bud had a hefty bar tab, so it just spun-off its Asia beer business — and the IPO proved unsexy business models may be sexy again. Google’s self-driving car division just had its valuation slashed because it’s taking. Way. Too. Long. To. Arrive. And the world’s biggest RV-maker, Thor Industries, jumped 16% because camping is going global. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1 Okt 201915min

AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever

AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runway’s worst week ever

Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to its clothing rental until Oct 15th because of a mistake that reveals what kind of a company it really is: Logistics. And NFL Sunday Ticket is the loyalty leader that got people using DirecTV — but now AT&Tis considering ending the expensive deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

30 Sep 201915min

Interview with Peloton’s Co-Founder

Interview with Peloton’s Co-Founder

Straight from the fitness tech pioneer’s IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, what drives customer loyalty, and if the stock ticker symbol should’ve been “SWET” or “SPIN” instead of "PTON". Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 Sep 201918min

Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out

Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBay’s CEO is out

Facebook’s virtual reality arm, Oculus, just cooked up “Horizons” — a virtual world at a whole new level. Amazon released a huge number of Alexa-packed products, including a finger ring, copy-cat AirPods, and a high-end speaker. And fresh after WeWork and Juul just lost both their CEOs this week, eBay’s leader is stepping down. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

26 Sep 201917min

WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call

WeWork’s CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call

After a crazy week, WeWork’s co-founder and CEO stepped down. Nike’s earnings reveal its next opportunity is really with guys wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel its earnings call. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

25 Sep 201914min

Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight

Bloomingdale’s launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight

Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bankruptcy. Fitbit’s fought hard  to survive since Apple unveiled the Watch, but it’s now offering to sell itself. And Bloomingdale’s launched “My List,” a 10-item per month clothing rental for $149/month as “clothing as a service.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

24 Sep 201917min

Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled

Tinder’s new “Swipe Night” TV show, J. Crew’s Madewell IPO, and e-cigarettes are getting cancelled

J. Crew’s legendary denim brand is outperforming J. Crew — so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show (welcome to “Swipe Night”) in a unique convergence of tech and media. And Juul’s e-cigarette issues keep piling up, which is a bigger pain for its latest investor: regular cigarette-maker Altria. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

23 Sep 201916min

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