The Best One Yet

What comes after Gen Z? It’s Gen Alpha — Marketers are turning their attention to the children of Millennial parents, and we are too. 

Pop-Tart was the star of the College Football bowls season, thanks to their mascot — Because Kellogg’s new strategy is to give their snacks arms and legs. 

And Tesla has always been (by far) the king of electric cars… until now — Because China’s BYD is now outproducing the electric OG.

$K $TSLA $BYDDY

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To kick off 2024, we’re presenting our top 3 money stories of 2023. So whip out your wallet, Venmo your Cash App, and DM your broker, let’s hit our first ever money pod…

1) Rent or Buy, a story from September 21st: To Rent or To Buy - that is the question — If Shakespeare was alive today, should he rent a house or buy a house?

2) Aretha Franklin’s Will, from July 13th : When singer Aretha Franklin passed away, we learned something big — That the greatest gift you can give your family is a will

3) The Year of High Yield from April 26: This was the year your money could make 5% by doing nothing — It’s time to be interested in interest.

Tomorrow, we’ll be back with the news of the day — But today is the best one yet. 

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A bonus episode featuring 3 of our top pop-biz news stories from 2023 on the entertainment industry. So toss on some PJs, hit the couch, and grab the 7 different screens around you, let’s hit our entertainment pod…

1) The Lion King, from January 6th: Disney’s Lion King Musical set a Broadway Record — Because on Broadway you can’t make a living, but you can make a killing.

2) iMessi (7/18): Lionel Messi came to America to play soccer, but the real winner was Apple — We call it iMessi.

3) Spotify Songs (9/21): Have you noticed that songs are getting shorter? Cause they are — The average song is literally shorter, cause artists don’t just play for fans, they play for algos.

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A bonus episode featuring 3 of our top pop-biz news stories about the She-conomy. The #1 force in the economy this year? It’s women. So we whipped up the 3 most interesting stories on the year that she ran the financial world…

1) The She-conomy, from July 28th — We found the 3 female forces that turned the economy into the she-conomy.

2) Natural Cycles, from Sept 20th: Our most commented-on story of the year? It was this one, “iOvulation” — The 1st ever hands-free birth control was a tech innovation of the year.

3) Bumble, from Nov 7th: The founder of Bumble stepped down as CEO after disrupting dating — Bumble’s is the only business we know that turned a tiny feature into a big company.

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A bonus episode featuring 3 of our top pop-biz news stories on the car industry from 2023. So fill up that tank, charge that battery, and wax that chassis. Let’s jump into our 3 car stories…

1) Mercedes from June 20th: Mercedes created the first ever AI car with ChatGPT — Mercedes just gave birth to The Companionship Economy.

2) Jeep from August 1st: Jeep’s got a surprise new enemy: The Ford Bronco — So we jumped into the numbers behind the car industry’s zero sum game.

3) Porsche from October 2nd: Porsche jumped industries, from cars to condos — Porsche’s luxury apartment building in Miami shows us the cure for a commodity.

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A bonus episode featuring 3 of our top pop-biz news stories on the fashion industry from 2023. 

So toss on a cute top and iron those jeggings, let’s jump into our 3 Fashion stories…

1) Lulelemon, from May 9th: Lululemon showed us the rise of Dupes — In fashion, Dupes aren’t a scarlet letter - they’re a badge of honor.

2) Aldi, a story from March 29th: The German grocery chain, moved from food into fashion — The fastest growing grocery chain in america is selling apparel, because merch is the new moat.

3) Allbirds, a story from July 18th: Allbirds created the weirdest shoe of 2023 — We introduce the weirdness rule of fashion, and whether Allbirds violated it.

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A bonus episode featuring 3 of our top pop-biz news stories on the food industry from 2023. Grab a napkin and pull up a chair, let’s jump into the 3 stories spork-first (or is it fpoon?) 🤤…

1) The Grimace Milkshake, from July 5th: How McDonald’s made a drink go viral — The Grimace Shake makes the marketing case for chaos.

2) Goldfish Crackers, from April 24th: How Goldfish became a billion-dollar brand — Because even crackers need a wingman.

3) South Korea’s Gastrodiplomacy, from May 30th: How a country used food to boost trade — South Korea used “Calorie Capitalism”.

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We got the Annual Report from “Klaus Industries” (yeah, Santa’s company), so we jumped into the business — Santa’s got a strong supply chain, diverse market of 2 billion customers, and an $11 trillion opportunity.

The stock market began the year with Recession-worries, but it’s ending with all-time highs — We’re looking at the one force driving Wall Street to record highs for the holidays.

And do you know about Dating Wrapped? — The #1 trend on TikTok is analyzing your year in dating, and it reminds us of a quote from Socrates.

$NICE $SPY $SPOT

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 TBOY Merch Drop: Get The Best Gifts Yet at www.tboypod.com 

Build-A-Bear is having its best year ever, despite its friction-full buying experience — Because soft is security.

Nearly 200 countries just pledged to “transition away from fossil fuels” to conclude the big UN climate conference — So why did Exxon Mobil’s stock rise? 

And Netflix just became the 1st streaming company to share all the data on what you’re watching — Their transparency is their competitive advantage (fyi, link to the spreadsheet below 

)

Netflix’s 1st Viewership Report: https://assets.ctfassets.net/4cd45et68cgf/1HyknFM84ISQpeua6TjM7A/97a0a393098937a8f29c9d29c48dbfa8/What_We_Watched_A_Netflix_Engagement_Report_2023Jan-Jun.xlsx

$BBW $NFLX $XOM

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The Hallmark Channel produced *40* new movies for this holiday season — And Hallmark’s movie biz has the greatest ROI in all of Hollywood.

Google was just told by a jury that its App Store fees are illegal — And we calculated that Google’s App Taxes bring in more profits than all but 15 companies in America.

And the Excel Spreadsheet Championships just ended in Las Vegas — So we’re looking at how Excel became the wheel of finance.

$AAPL $GOOG $MSFT $LVMUY

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