🍍 “Squeeze that pineapple” — Dole’s fruit problem. Netflix’s on-ramp. Hoka’s Rudy stock.
Dole’s in the fruit business faces a fundamental problem: 1 banana 2 banana 3 banana 4 — They’re all the same banana, Chaquito or Dole. Netflix just hit 1M subscribers of its ad-supported version, bec...
22 Mar 202320min
🇫🇷 “Emily not in Paris” — France’s retirement ruckus. Microsoft’s AI coworker. Rolls-Royce’s literal moonshot.
Protests, fires, and trash flood the streets of Paris because the retirement age in France was raised to 64 — it’s not just about economics, it’s about national identity. Rolls-Royce is developing a m...
21 Mar 202320min
💍 “A Dearth of I Dos” — Zales’ fiancée shortage. Bank Bailout Glossary. Disney’s digital babysitter.
2022 was The Year of the Wedding, but 2023 has a proposal problem — and that’s a problem for the jewelry industry. Three US banks are beating up the financial system globally, but in 3 different ways:...
20 Mar 202321min
🤠 “iTed iLasso” — Apple’s marketing nirvana. Air Fryer vs Instapot. TikTok’s American ban.
Apple just dropped Season 3 of Ted Lasso and achieved “marketing nirvana” — Because the real star was FaceTime. Nestle warns that there’s a war breaking out in kitchens across America: Air Fryers vs I...
17 Mar 202320min
👟🏀 “Air Money” — Michael Jordan’s sneaker record. SVB’s Smokey the Bear. Ryan Reynolds’ T-Mobile triumph.
Michael Jordan’s 1998 NBA Finals sneakers are expected to sell for a record price at auction — But MJ’s slam dunks also reflect a fundamental rule of finance. While Silicon Valley Bank has fallen, one...
16 Mar 202320min
🏦 “Mo Money Mo Problems” — Silicon Valley Bank’s Notorious BIG. Chick-Fil-A’s steaknife. Allbirds’ fashion quadrant.
The entire Silicon Valley Bank drama can be explained by Biggie Smalls’ “Mo Money Mo Problems” — but so far the system’s working. Chick-Fil-A is spending $1B to expand beyond the US, but it’s going to...
15 Mar 202322min
BONUS #3 🪒 The God of Grooming: Jeff Raider, Harry’s, Co-Founder & CEO
He didn’t create just 1 unicorn company… he created 2. And it all began with a school project.Jeff Raider co-founded Warby Parker while in business school to disrupt glasses. Then he co-founded Harry’...
10 Mar 202345min
👶 “1 week Baby Break begins… today”
Jack just dashed to the hospital with his wife to have their 2nd baby — So we’re taking a week off for Jack to dad-it-up with his family. Here’s our plan:- Friday 3/10: Bonus Interview Episode with th...
8 Mar 20233min
