Ricky Mulvey and Dylan Lewis discuss why stadium sponsors generally don’t outperform their peers or the market. They also explore when major sponsorships do and don’t make sense as part of a marketing budget. The brilliance of Monster Energy in focusing on extreme sports is highlighted. Companies discussed include F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL.

Matt Argersinger, a financial expert, discusses the current situation of home sales, the opportunities for homebuilders, and the potential shift towards renting. Topics include low inventory, high mortgage rates, the role of home builders, wealth transfer, evaluating home builders, renting vs home ownership, investment potential in real estate, factors impacting the housing market, and the potential catalyst of a change in interest rates.

Podcast discusses the impact of consumer crunch on retailers like Dollar General, Big Lots, Five Below, Chewy, Lululemon’s success in the market, Salesforce's resilience in enterprise software, student loan repayment programs, potential fraud in the fast food industry, TakeTwo Interactive's new game, Samsara's use of telematics for growth.

Salesforce's improved margins and the role of AI in its future. CrowdStrike's land-and-expand model for growth. thredUP CEO discusses resale as a service and the company's growth plans.

Discussion on Grayscale Bitcoin Trust's path to a Bitcoin ETF and crypto adoption, the entry of Vinfast into the market and concerns about stock manipulation, the settlement of VINFAST and 3M and its impact, and a celebration of Warren Buffett's birthday and his influence on the business world.

Financial experts Robert Brokamp and Matt Frankel discuss strategies for managing consumer debt and the implications of high credit card debt and interest rates. Topics include Macy's and Nordstrom charging 32% APRs for retail cards, historical context on rising delinquencies, Best Buy's quarter and sales slowdown, utilizing 0% APR introductory offers and personal loans for debt consolidation, and managing student debt payments.

Instacart's profitability and growth spark investor interest. They discuss how Instacart makes money and being a grocery technology company. Live Nation profits from blockbuster tours. They talk about the challenges faced by Live Nation and Ticketmaster, potential monopoly concerns, and the impact of executive compensation on investment theses. The importance of key figures in a company and the resurgence of live concerts are also explored.

Glenn Kelman, CEO of Redfin since 2005, discusses the challenges of the current real estate market, Redfin's plans to take share in the luxury space, and the value added by recent acquisitions. Topics covered include the competitive landscape, mortgage rate sensitivity, agent attrition rates, Redfin's strategy for the luxury market, challenges with scaling the concierge service, benefits of being a general contractor, and the importance of presenting and pricing a house for sale.

Transformation expert Behnam Tabrizi discusses the cultural advantage of tech companies. The podcast also explores the bureaucracy problem at Alphabet and Lisa Su's 'David and Goliath' story at Advanced Micro Devices.

Nvidia's earnings hype and the role of AI in tech companies like Workday. The buzzword 'shrink' in retail and its impact on companies like Ulta and Williams-Sonoma. DataDog CEO discusses recent results and growth potential. Breakdown of stocks Nike and Chewy.