Kellogg's spin-off WK Kellogg, Aramark's Vestis and Kellan Nova, and the challenges of analyzing spin-off companies. Costco's business and new food items examined. Taste testing Costco's roast beef sandwich, mango smoothie, and strawberry ice cream. Exploring Costco's unique business strategy and investment potential.

This podcast discusses consumer spending during the economic cooling and how credit card companies benefit from a shift towards experiences. It also explores the business behind the futuristic venue called Sphere in Las Vegas. Additionally, the podcast interviews an expert about retirement spending and highlights the concept of income replacement rate. Strategies for planning increased expenses and tax diversification in retirement are also discussed.

The podcast discusses the potential of SPACs and their impact on the market, challenges of the 'super app' strategy, and game theory's role in understanding the UAW strikes. It explores the application of game theory in real-world situations, labor relations and negotiations between the UAW and automakers, and offers career advice for executives dealing with UAW strikes.

Former lead solo pilot for the Blue Angels, John Foley, discusses the parallels between aviation and investing, the importance of focus and finding a center point in decision-making. They also explore strategies to enhance focus and attention, the significance of being present in the moment, and decision-making in high-pressure situations.

The podcast discusses the evolution of mobile payments globally, including the success of Mercado Libre in Latin America. It explores the social impact of mobile payment systems in rural areas and the concept of micro payments. The use of QR codes for payments around the world is also discussed, as well as the competition between Alipay and PayPal in the mobile payments industry.

Discussion on the government shutdown and its effect on investors and federal employees. The FTC's antitrust case against Amazon and its implications for big tech. Earnings updates from Costco, Nike, and Carmax. Analysis of petcare marketplace Rover and its future prospects. Breakdown of two stocks to watch: EPAM Systems and Intercontinental Exchange.

David Meier and Deidre Woollard discuss the intangibles and Accenture's success in helping businesses advance. Kirsten Guerra and Mary Long explore the potential of Roblox as an investment and growing social phenomenon.

Discussion on the FTC's antitrust case against Amazon and its effects on e-commerce. The introduction of Tinder's $500/month 'Select' tier and freemium business models. Alibaba's plan to spin out its logistics unit and challenges in the IPO market. A conversation with Emily Flippen about her participation in the 45th season of Survivor. The parallels between being a good Survivor player and a good investor.

Jim Gillies and Robert Brokamp discuss small-cap stocks, Costco's healthcare offering, and the forgotten aspect of Costco's valuation. Kirsten Guerra and Jason Moser talk about the benefits of using ETFs for diversification in investment portfolios and the difference between ETFs and mutual funds.

The podcast discusses Amazon's investment in anthropic and their chip designs, as well as the potential tipping point for checkout-free technology. The CEO of RCI Hospitality shares his views on consumer spending, capital allocation, and his experience with making stock purchases.