The Best One Yet

💚 “Grinchonomics” — The Grinch’s anti-brand. Zegna’s $1K sneaker. Carvana’s crazy stock. +Dreidel Rally

28 snips
Dec 15, 2025
Discover why the Grinch has become the top holiday icon, appealing to fans with his anti-hero charm. Explore Zegna's luxurious $1,100 sneakers, which redefine slow fashion and attract finance-savvy customers. Uncover Carvana’s wild stock ride and its surprising comeback, fueled by innovative pricing strategies and a unique customer experience. Plus, the intriguing concept of the 'Dreidel Rally' hints at festive market movements. This episode is packed with insights on branding, consumer behavior, and market trends!
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INSIGHT

Antihero Power Fuels The Grinch Economy

  • The Grinch became the top holiday IP by embracing antihero appeal across media, experiences, and merchandise.
  • The Dr. Seuss Estate donates 100% of Grinch profits to charity, amplifying its cultural and commercial reach.
INSIGHT

Hero-Villain Dynamics Boost Brands

  • Brands benefit from having clear rivals or antiheroes because conflict boosts virality and consumer engagement.
  • Nick argues that the hero-villain dynamic makes both sides stronger and more embraced by consumers.
ANECDOTE

Carvana’s Wild Turnaround Story

  • Carvana went from near bankruptcy to S&P 500 membership after dramatic share rebounds and debt relief.
  • The company now posts high per-car profits and has captured investor enthusiasm despite past troubles.
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