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Not Investment Advice

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Sep 11, 2024 • 1h 1min

181: iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business

Kendrick, a prominent music industry figure, joins the discussion around the iPhone 16 launch and Apple’s shift towards AI and services. They explore Apple’s potential as a healthcare innovator with AirPods serving as hearing aids. The conversation dives into Kendrick's much-anticipated Super Bowl performance and its implications for hip-hop rivalries. They also analyze OnlyFans' staggering revenue growth, eclipsing traditional industries, and its creator-friendly model, highlighting a cultural shift in the adult content sector.
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Sep 4, 2024 • 1h 5min

180: Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. Brazil

A lively discussion on the concept of 'Founder Mode' versus 'Manager Mode' reveals the hands-on approach entrepreneurs like Airbnb's Brian Chesky take to drive success. The boys dive into the wild profitability of seasonal businesses, spotlighting Spirit Halloween's staggering $600-700M revenue from just two months of operation. They share amusing examples, like Mariah Carey's Christmas royalties. The conversation takes a serious turn examining Brazil's censorship of X, raising critical questions about free speech in today's digital era.
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Aug 28, 2024 • 1h 12min

179: Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), Oasis Reunion & Costco Japan

Pavel Durov, the founder of Telegram, joins the conversation after a recent arrest in Paris raises significant questions about free speech and content moderation. They dive into the encryption complexities of Telegram, discussing its security features and government scrutiny. The talk shifts to the billion-dollar podcast market, featuring multi-million dollar deals by Alex Cooper and the Kelce brothers. Lastly, the hosts explore Costco's massive popularity in Japan, emphasizing the cultural adaptation that makes it a hit among locals.
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Aug 21, 2024 • 1h 2min

178: Peter Thiel on Rogan, Nashville vs. Austin, Bloomberg’s Business & Access Monopolies

In this engaging discussion, Peter Thiel, a prominent entrepreneur and venture capitalist, reflects on his recent appearance on the Joe Rogan Experience. The conversation dives into the cultural rivalry between Nashville and Austin, exploring what makes Nashville an emerging hub. Thiel also sheds light on the concept of 'access monopolies,' particularly in relation to Bloomberg's business strategies and the impact on information acquisition in finance. With humor and insight, this chat uncovers the shifting landscape of media and societal narratives.
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Aug 14, 2024 • 1h 13min

177: Best Olympic Memes, Peacock App Wins, Chipotle vs. Starbucks & Nike’s Struggles

Dive into the world of Olympic memes that are stealing the spotlight from actual athletic performances. Explore the success of the Peacock app and the streaming challenges faced during the Tokyo Games. A lighthearted comparison of Chipotle and Starbucks reveals how corporate shifts impact consumer sentiment. The struggles of Nike and the rise of new competitors are analyzed, shedding light on changing consumer demands in a post-pandemic landscape. Get ready for some laughs and insights into sports, culture, and branding!
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Aug 7, 2024 • 1h 15min

176: Market Mayhem, Yen Carry Trade, Overtourism & Is Google a Monopoly?

Trung Phan, a savvy commentator, shares fascinating insights from his recent Euro trip while diving into pressing financial topics. The conversation highlights the challenges of market volatility and the implications of the yen carry trade. They debate whether Google qualifies as a monopoly, considering a recent federal ruling, and navigate the complexities of overtourism, reflecting on its impact on cities like Amsterdam and Barcelona. Expect a blend of light-hearted travel tales and serious economic insights!
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Jul 31, 2024 • 51min

175: Ideas That Changed Our Lives (2024)

Explore how health and happiness intertwine, as personal stories highlight the value of well-being. The conversation shifts to balancing ambition with contentment, emphasizing gradual improvement. Insights on mastery through swimming showcase energy conservation and personal growth. Delve into the perception of time and memory, particularly how novelty influences our experiences. Lastly, the use of a feelings wheel enhances emotional clarity, shedding light on navigating endurance in the digital age and the balance between genuine expression and online presence.
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Jul 24, 2024 • 60min

174: ETH ETF Launches, Trump’s Crypto Pitch, The Dollar’s Decline & Building Hardware Unicorns

The podcast covers topics such as ETH ETF launches, Trump's crypto pitch, the dollar's decline, and building hardware unicorns. They discuss the challenges of raising money for innovative ventures, exciting Bitcoin events, the impact of ETF launches on prices, and the contrasts between hardware and software businesses.
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Jul 17, 2024 • 43min

173: 9 things to watch, read & listen to this summer

On this podcast, the hosts discuss their top picks for summer viewing, including the TV series 'The Gentlemen'. They also explore topics like the symbolism of wearing a suit, storytelling in movies, British popularity, and a Vietnamese spy Hollywood series. Additionally, they share recommendations for shows, articles, autobiographies, and delve into the work of polymath Buckminster Fuller.
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Jul 10, 2024 • 1h 6min

172: George Mack (Part 2) - UK vs. US, The Office & Lessons from Oasis

George Mack discusses UK vs. US differences and entrepreneurship. The conversation shifts to the cultural contrasts between British and American comedy, focusing on TV shows like The Office. Then, a deep dive into Oasis's significance in the music industry and their chaotic dynamics. The speakers also touch on challenging consumer desires in music and fashion, the importance of embracing individuality, and revenue generation strategies like bundling products for customer value.

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