Morning Brew Daily
Morning Brew Daily is a daily talk show covering the latest news on business, the economy, and other current topics. It is hosted by Neal Freyman and Toby Howell. The show aims to be witty and informative, giving listeners a quick overview to start their day. It is available on podcast platforms and YouTube, and is distributed via Acast.
Episodes
Job Seekers Are Paying to Get Hired & Elon Pivots From Mars to the Moon
Episode 776: Neal and Toby discuss the labor market being so bad that job seekers are paying recruiters to white-glove service their candidacy for potential employers. Then, Elon Musk seemed fixed on building life on Mars, but now, he’s pivoting to the Moon. Also, the US tariffs on Cuba has led to a shortage of jet fuel, forcing Air Canada to halt all their flights to the island nation. Meanwhile,
Throwback Ads Dominate the Super Bowl & Dow hits 50,000
Episode 775: Neal and Toby recap the rise of prediction markets and most memorable ads from this year’s Super Bowl. Then, Hims & Hers is forced to pull their copycat weight-loss drug after regulators threatened legal action. Plus, why everyone is into fiber content nowadays. Meanwhile, the Dow Jones just hit 50,000 points for the first time ever. Finally, what you need to know in the week ahea
Anthropic Throws Jabs at OpenAI's Ad Plan & Super Bowl-Olympics Preview
Episode 774: Neal and Toby preview the biggest headlines ahead of the Super Bowl, starting with Anthropic throwing jabs at OpenAI. Then, a report shows January was a bad month for the job market with layoffs being the highest in years. And, Caterpillar gets a boost on its power and energy generators thanks to AI. Meanwhile, bitcoin falls below $70,000. Finally, it’s a rundown of the biggest storyl
AI Sparks Software Stock Meltdown & Bezos Axes 30% of Washington Post Staff
Episode 773: Neal and Toby dive into what’s behind the wipeout of software stocks. Then, the Washington Post just announced massive job cuts across the board as it struggles to grow its subscriber base. Also, the Super Bowl is coming up, which means bettors are flooding platforms like FanDuel and DraftKings with their picks. But prediction markets are also becoming a popular option too. Meanwhile,
PayPal is Crashing Out & Pepsi Slashes Snack Prices for Super Bowl
Episode 772: Neal and Toby dive into the grumblings of a deal gone cold between OpenAI and Nvidia. Next, PepsiCo is trying to coax back shoppers by slashing the prices of its popular snacks. Also, PayPal’s wilting profits behind its competitors has prompted for a CEO change. Meanwhile, Rome implements a fee to its famed Trevi Fountain to curb its overtourism. And, Walmart crosses $1 trillion dolla
Elon’s SpaceX Buys Musk’s xAI & Will Bob Iger Actually Leave Disney This Time?
Episode 771: Neal and Toby cover Elon Musk’s merging of SpaceX and his AI company, xAI, and why this may be the most ambitious move yet. Then, Disney has a strong quarter thanks to its theme parks and streaming business (no surprise there), but it also plans its near succession of Bob Iger who plans to step down before his contract expires (hopefully). Next, Toby dives into the trend of minivans b
Who is Trump’s New Fed Chair? & AI Bots Have Their Own Social Network
Episode 770: Neal and Toby talk about what you need to know about Kevin Warsh, Trump’s pick to be the next Federal Reserve Chair. Then, AI agents have their own social network where they talk to each other and humans just watch. Meanwhile, Walmart and Target have new incoming CEOs who come in for retailers who are trending in opposite directions. Plus, Bitcoin plunges below $80,000, wiping away ov
A New Southwest Air Arrives & US Dollar Dips to 4-Yr Low
Episode 769: Neal and Toby recap Apple’s latest earnings which turned out to be one of its strongest quarters yet, buoyed by the iPhone. Then, Melania Trump’s documentary hits wide release today and some are wondering if there’s enough buzz around it to fill seats in a theatrical release. Also, with Southwest ending its open-seating model, it’s a new day for the budget airline and the new challeng
Tesla Scraps High-End Car Models & Starbucks is Heating Up
Episode 768: Neal and Toby recap the Fed’s interest rate meeting where Chair Jerome Powell kept things steady citing an active economy. Then, a rundown of Big Tech’s earnings, starting with Tesla scrapping its car models, Meta’s full speed ahead with AI, and Microsoft’s mixed results. Plus, Amazon announces mass layoffs to focus on its AI investments. Meanwhile, Starbucks is picking up steam on it
US TikTok Off to Rocky Start & Americans Think the Economy Stinks
Episode 767: Neal and Toby cover the latest report of consumer confidence which shows it’s at its lowest point in 12 years. Then, the deal to bring TikTok to the US may have been successful, but its transition has been anything but. Also, the EU and India finalize ‘the mother of all trade deals’ which slashes tariffs between the European bloc and the 4th largest economy in the world. And, CBS’ new
France Wants Social Media Banned for Kids & Gold Shines Past $5,000
Episode 766: Neal and Toby (back in the office) discuss a marquee trial facing social media giants like Meta, TikTok, and YouTube over an allegation saying their products are addictive and harmful to teens. Then, Gold is good as…gold, as it surges past $5,000, illustrating investors undying trust in the safe haven asset as the world is seemingly turning upside down. Also, Super Bowl time means it’
Winter Storm Causes Travel Chaos & US TikTok Deal Finalized
Episode 765: It’s a NYC snow day! Neal and Toby recap the Winter storm that has swept across the majority of the US, causing a mass cancellation of travel plans for airlines. Then, vibe-coding is starting to pick up steam as amateur user-made apps spike up in app stores. Plus, a deal to spin off TikTok from its Chinese parent is finalized, bringing the popular social app closer to home. Meanwhile,
WEF-Hater Elon Musk Makes Davos Debut & ‘Sinners’ Breaks All-Time Oscars Noms
Episode 764: Neal and Toby recap the latest from the World Economic Forum as it heads into its last day, ending with Elon Musk making his debut after publicly criticizing the conference. Then, ‘Sinners’ shatters the record for most Oscar nominations. Plus, the hit show ‘Heated Rivalry’ has jolted interest from newcomers into hockey. Meanwhile, Japanese toilet maker Toto has its best performance th
Markets Cheer for TACO Trade Return & Ryanair vs. Musk is Good for Biz
Episode 763: Neal and Toby dive into the markets’ reaction to Trump walking back his threats of European tariffs over Greenland during his address at the World Economic Forum in Davos. Then, Ryanair’s spat with Elon Musk over Starlink has actually been good for Ryanair. Also, Amazon is building its largest physical retail store as it flirts with the big box. Meanwhile, Neal shares his favorite num
Wall St. Shook By ‘Sell America’ & BlackRock’s CEO Says Capitalism is Not Working
Episode 762: Neal and Toby chat about the revived sentiments of “sell America” amid Trump’s beef with European countries, threatening tariffs over his pursuit for Greenland. Then, the biggest names in business are in Davos and are already making headliner statements. Also, Netflix reported earnings that just squeaked by expectations, citing the toughest competition for viewers in recent years. Mea
Trump Threatens EU Tariffs Over Greenland & ChatGPT Adds Ads
Episode 761: Neal and Toby discuss the trade war brewing over in Europe as Trump indicates he wants Greenland because he was snubbed for the Nobel Peace Prize. Then, OpenAI thinks it can revolutionize the advertising space by playing ads within ChatGPT. Also, a new ‘mini-sphere’ is landing in DC. Meanwhile, Toby dives into the trend of over-stated plots in Netflix content because they’re thinking
Davos 101: A Preview of the World Economic Forum 2026
Episode 760: Neal and Toby give you the Davos 101 at this year’s World Economic Forum, the conference where leaders across worlds of business, politics, and academia come together to talk about global current issues. Who will be there? What topics are trending? And how expensive is the food there? It’s a quick preview of what to expect and what we’re looking for during the week. Let’s ride…to Swit
Big Banks Pushback Against Credit Card Cap & Beyond Meat Launches Protein Drink
Episode 759: Neal and Toby do a roundup of this week’s big bank earnings, which showed across the board falling short of expectations…except for one. Then, Ben Affleck and Matt Damon’s new movie ‘The Rip’ premieres on Netflix, but it’s the kind of deal they inked that could pave the way for future movie productions in the landscape of streaming. Also, Beyond Meat pivots one more time, this time, i
Fake AI Artist Goes Viral on Spotify & More Americans Are Surviving Cancer
Episode 758: Neal and Toby chat about the controversy of Sienna Rose, a trending artist on Spotify whose music is being widely shared…except for the fact that it is likely made by AI, says Deezer. Then, China reaches a record $1.2 trillion in trade surplus, highlighting the little effect Trump’s tariffs are having. Also, a new study says the average age of new hires is getting older. Meanwhile, Ne
Microsoft Will Pick Up its Data Center Tab? & Your Groceries Got More Expensive
Episode 757: Neal and Toby look into December’s inflation rolled out, which showed slight progress but ultimately didn’t change anyone’s concern on affordability. Speaking of Microsoft, the company’s president, Brad Smith, has pledged to build more AI data centers without the American taxpayer picking up the bill on electricity. A direct shot at Microsoft’s Copilot. Meanwhile, Anthropic’s new Cl
Jerome Powell Fights DOJ Criminal Investigation & Are Retailers Watching You Shop?
Episode 756: Neal and Toby dive into the Justice Department’s criminal investigation of Fed Chair Jerome Powell, bringing the battle with Trump into a whole new level. Then, Apple calls up Google to power its AI products. Meanwhile, Paramount is suing Warner Bros. Discovery over its Netflix deal. Plus, Toby looks into the trend of facial recognition technology used by retailers to curtail shoplift
Trump Calls for 10% Cap on Credit Card Interest & Golden Globes Welcome Podcasts
Episode 755: Neal and Toby discuss Trump’s push to put a 1-year, 10% cap on credit card interest rates and how banks are reacting. Then, Walmart just announced a partnership with Google to power their AI shopping experience. Plus, mortgage rates finally have fallen below 6% for the first time in years. And, now that podcasts are a category at the Golden Globes, it’s a sign that the medium is on pa
Will SCOTUS Strike Down Trump’s Tariffs? & Paging Dr. ChatGPT
Episode 754: Neal and Toby preview two major events from the federal government. First, the Supreme Court is expected to rule on Trump’s tariffs and what it will mean for the economy. Second, the December jobs report arrives that gives a health-check on the labor market. Then, ChatGPT launches a health tab that connects medical records and answers any health questions. Followed by Google launching
Trump Blames Wall St. for Housing Crisis & New Dietary Guide Says More Protein
Episode 753: Neal and Toby give an update on Venezuela, with President Trump publicly announcing his desire to have American oil companies invest in the oil-rich country. Then, RFK Jr. unveils a new dietary guideline that focuses more on protein and full-fat dairy while cutting back ultra-processed foods and added sugars. Also, large investors make up a big chunk of homebuyers and Trump is trying
Grok’s Explicit AI Images Spark Global Backlash & Why Trump Wants Greenland
Episode 752: Neal and Toby dive into the firestorm that Elon Musk’s X is in as it draws scrutiny from global regulators over its chatbot reportedly generating inappropriate bikini images on the platform. Then, reports from the Trump administration about a renewed interest in merging Greenland with the United States. Also, American Airlines plans to launch free Wifi for its premium service customer
NYC’s Congestion Pricing Actually Working? & Companies Want Ivy-Leaguers Again
Episode 751: Neal and Toby chat about one year’s worth of data of NYC’s congestion pricing. And so far, it looks pretty promising. Then, companies that opened their doors for applicants coming from all over have reverted back to seeking those coming from elite colleges, thanks to a slower job market. Also, Americans, particularly Gen Z, would rather pump some iron than do cardio. Meanwhile, Toby d
US Takeover of Venezuela’s Oil Industry & BYD Zooms Past Tesla in EV Sales
Episode 750: Happy New Year! Neal and Toby catch up on the latest on oil-rich Venezuela as the US captures President Maduro. Then, California proposes a wealth tax, but its tech billionaires are not happy with it. Meanwhile, 2025 was a good year for US stocks, but an even better one for international markets. Also, BYD overtakes Tesla as the world’s leading EV car seller. Finally, it’s a preview o
2026 Lookahead: World Cup, Moon Travel, Grand Theft Auto VI and More
Episode 749: Neal and Toby look ahead to the biggest events happening in 2026, including the World Cup, World Baseball Classic, the Winter Olympics and more. The guys also discuss the investment in AI Data Centers and eventual release of Grand Theft Auto VI… Maybe. And are we going to the moon? Finally, Toby shares his predictions for the year ahead. Check out https://www.rubrik.com for more Su
Mailbag Episode! Morning Routines, Best Career Advice, and More
Episode 748: Neal and Toby take your questions on this special New Year’s Day edition of Morning Brew Daily. They share their morning routines, where they get their news, best career advice, and more. Happy 2026! Check out https://www.rubrik.com for more Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your fa
Neal’s Numbers Mega Recap: Death of Partying, 2 Escalators in WY, and More
Episode 747: Neal and Toby revisit some of their favorite numbers throughout the year, including the death of partying, Americans are very rich but also miserable, ChatGPT changing the way we speak, and people hating cars that have too much tech. Then, the selection of the next pope caused a resurgence in pope content. Don’t forget, Wyoming only has 2 escalators and mosquitoes show up in Iceland f
Phase or Forever? Toby’s Trends 2025 Mega Recap
Episode 746: Neal and Toby revisit some of the biggest trends of the year! A big theme? What we’re putting into our bodies with the rise of creatine, caviar, dubai chocolate, and spicy foods. Then, why Gen Z is averse to opening bar tabs but all-in on communal dining. Then, we’re tapping into our inner elder-selves with an uptick of grandma hobbies and reading fiction books, but there’s a disparit
How to Find a Career You Love, with Author and Venture Capitalist Bill Gurley
Episode 745: Neal and Toby sit down with Bill Gurley, a venture capitalist and author and discuss Bill’s new book “Runnin' Down a Dream, How to Thrive in a Career You Actually Love”. The guys ask Bill about what practices one should have when pursuing an interest they might wanna make a career. Plus, where would Bill start an AI company, Austin or San Francisco? The 9-9-6 mentality, and more. C
Producers Show! The Year of Fast-Casual Dining, Viral Marketing Moments and more
Episode 744: No Neal and Toby! You get to hear from the producers of MBD! In this episode, they’ll talk about some of their favorite stories the show has covered in the year, including the return of fast food restaurant favorites and why are more Americans staying more and more sober. Then, it’s a deeper dive into the biggest news in the entertainment world with the cancellation of the Late Show w
Special MBD Trivia Show w/ Morning Brew Crew
Episode 743: Neal and Toby host a holiday trivia show with a few of their favorite coworkers: Annie Bennett (@realannieb_) from Morning Brew Social, Jack Stebbins (@jackstebb.ins) from Good Work, and Macy Gilliam (@macyagilliam) from Out There. Feel free to play along and test your knowledge! And yes, the game eventually goes completely off-the-rails. Check out https://www.public.com/morningbrew
What is “Enshittification” of Tech Companies? With Author Cory Doctorow
Episode 742: Neal and Toby chat with Cory Doctorow, author of “Enshittification: Why Everything Suddenly Got Worse and What to Do About It,” about the current state of tech companies’ reign over society and why “enshittification” is a specific term that is applied to the tech industry. Then, a conversation about the 4 ways to discipline tech companies as they continue to grow larger and grab more
US Scraps Offshore Wind Projects & A Pirate Music Group Scraped Spotify
Episode 741: Neal and Toby discuss why the US Department of Interior is ending offshore wind projects. Next up, Gold and Silver prices are ripping and the music piracy group that scraped Spotify’s entire library. Then, clothing rental is super trendy and the headlines you need to know to start your day. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the sh
Waymos Stall During SF Blackout & Avatar Fizzles at the Box Office
Episode 740: Neal and Toby discuss Waymo cars stalling during a San Francisco blackout over the weekend. Then, why the new Avatar movie didn’t impress at the box office and Blue Origin is making history. Next up the ‘Peanuts’ franchise has a new home with Sony and everything you need to know about the week ahead. Subscribe to Morning Brew Daily for more of the news you need to start your day.
Inflation Unexpectedly Cools & What is Going on with Oracle Stock?
Episode 739: Neal and Toby explain why inflation unexpectedly cooled in November. Then, Donald Trump’s media business is merging with a Nuclear Fusion company. Next up, why Medline is the stock of the week and Oracle is the dog of the week. Finally the headlines you need to know heading into the weekend. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the s
The Oscars Head to YouTube & Tesla Faces Sales Freeze Over Autopilot Marketing
Episode 738: Today, Neal and Toby discuss the major media shift in Hollywood where the Oscars will start streaming on YouTube in 2029. Then, how the oil market is being impacted by the conflict between the US and Venezuela and why Tesla sales in California may be paused due to marketing surrounding their autopilot marketing. Finally Neal shares his favorite numbers from this week’s news and the he
Market Tumbles After Jobs Report & Nasdaq Wants to Trade Around the Clock
Episode 737: Neal and Toby explain why the jobs report sent the market tumbling on Tuesday. Then, the latest on the race to be the next fed chair and why Nasdaq wants to trade around the clock. Next, Uber and Doordash are against a tipping law in New York and the headlines you need to know to start your day. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share t
'Roomba' Maker iRobot Files for Bankruptcy & ‘Zootopia 2’ Rakes in $1B
Episode 736: Neal and Toby explain why Roomba maker iRobot filed for bankruptcy and what it means for the company moving forward. Then, Ford is losing money on their electric vehicles and Zootopia pulls in $1 billion at the box office. Next up why companies are seeking “storytellers” and the headlines you need to know to start your day. Subscribe to Morning Brew Daily for more of the news you ne
Cannabis Stocks Soar & Trump Challenges State AI Regulation Laws
Episode 735: Neal and Toby look into why Cannabis stocks are up as Trump is expected to sign an executive order to reclassify marijuana. Then, another Trump executive order wants to challenge state AI regulations without the help of Congress. Plus, a little known kid-friendly gaming console has been flying off the shelves, even outselling the Xbox. Meanwhile, restaurant diners are leaning on appe
Disney Invests $1B in OpenAI & Time’s Person, or Architects, of the Year
Episode 734: Neal and Toby discuss Disney's $1 billion deal with OpenAI and what it means for the future of it's characters and Sora. Next up, Time announces their person(s) of the year, hello AI! Then, an entertainment filled stock and dog of the week and all of the headlines you need to know heading into the weekend. Check out https://www.linkedIn.com/mbd for more. Subscribe to Morning Brew D
The Fed Cuts Rates Again & Can Oracle Deliver for Investors on AI?
Episode 733: Neal and Toby talk about the Fed’s third straight rate cut for the year, but with three dissenting votes that show a divided Federal Reserve. Then, Oracle is under pressure from its investors to show eye-popping revenue from its AI data centers but so far, they’re not impressed. Plus, Department of Transportation Sean Duffy and RFK Jr. have a pull-up competition at an airport. You rea
Australia Bans Social Media for Kids & Women’s Workplace Progress Stalls?
Episode 732: Neal and Toby chat about Australia’s worlds-first social media ban for teenagers that goes into effect. Then, a new study from McKinsey and LeanIn found an ambition gap growing between women and men where women are less inclined to pursue promotions. Also, an investigation has found evidence that Instacart's AI pricing experiment may be inflating grocery prices of the same item for di
Paramount Crashes Netflix’s Party & Trump Bails Out Farmers
Episode 731: Neal and Toby get into the Warner Bros. Discovery drama that just turned up a notch with Paramount attempting a hostile bid to snatch the deal away from Netflix. Then, China’s trade surplus topped $1 trillion for the first time, which has many wondering if Trump’s tariffs have done anything to slow down Chinese factories. Also, farmers breathe a sigh of relief as the Trump administrat
Hollywood Hates Netflix’s WBD Takeover & Apple Dazed By Leadership Exodus
Episode 730: Neal and Toby dive into Netflix’s industry-changing deal to buy Warner Bros. Discovery. Then, Apple is undergoing a personnel shift as key executives are leaving the company. Meanwhile, micro cars in Japan have caught the attention of President Trump who wants to bring them to the US, despite regulatory hurdles in the way. Also, heads to tech billionaires and prominent figures on top
Small Bizz Leans on Layoffs & Netflix Investors Wary of Warner Bros. Discovery
Episode 729: Neal and Toby discuss why small businesses had so many layoffs last month compared to larger corporations. Then, the FIFA World Cup drawing is on Friday an event that will generate billions of dollars in revenue. Next up, stock and dog of the week where the guys look at American Eagle and Netflix. And finally a look at the headlines you need to know before heading into the weekend.
Waymo’s Are A Lot Safer Than You Think & Meet Italy’s ‘Berkshire Hathaway’
Episode 728: Neal and Toby discuss Trump’s proposal to slash fuel efficiency standards, rolling back a Biden-era policy. Then, Spotify Wrapped is upon us. Get ready for everybody showing off how basic their music tastes are. Also, a little known private equity firm Bending Spoons just swept up Eventbrite for $500M. Meanwhile, Neal shares his favorite numbers on Waymo cars, Boston rent, and how we
Dell Donates $6 Billion to Kids & Costco Sues Trump Over Tariffs
Episode 727: Neal and Toby talk about the funding of ‘Trump accounts’ that will deposit $250 into investment accounts for 25 million children, thanks to Michael and Susan Dell. Then, Costco is standing up to the Trump administration by seeking a refund of tariffs. Meanwhile, companies are looking for various incentives to have their workers cozy up to AI, even if it means it may replace them in th
SCOTUS Takes on Music Piracy Showdown & NYC Casinos Get Lucky Break
Episode 726: Neal and Toby discuss a major supreme court case between top music labels and internet providers over who’s liable for copyright infringement. Then, the NY state gaming board approves 3 casino licenses in New York City. Plus, Airbus shares take a hit after multiple reports of new quality issues with their A320 aircrafts. Meanwhile, Toby dives into the trend of quarter zips that are ma
Gen X-ers Snubbed on Black Friday & US Poverty Line is $140K?
Episode 725: Neal and Toby recap the biggest holiday shopping time of the year and the different spending habits between Gen Z and Gen X spenders. Then, a viral essay believes the new US poverty line is $140,000. And, a late rally pushes the stock market near another record high. Also, Google’s new hurricane model may be the future of weather forecasting. Finally, what you need to know coming up i
Are AI Companions a Threat to Toys? & The Kidult Economy is Booming
Episode 724: Neal and Toby talk with James Zahn, the editor-in-chief of The Toy Book, aka @therockfather, to dive deep into the toy industry as the holiday becomes the busiest time of the year for the industry. But will it now have to compete with the advent of AI-powered toys and companions? Also, what’s fueling the Kidult economy and why the term isn’t exactly new. Then, a discussion about the s
The Busiest Holiday Travel Weekend in 15 Years & 80 Million Pounds of Cranberries
Episode 723: Happy Thanksgiving! Neal and Toby sit down and take you through Thanksgiving Day. Starting off with travel, why Secretary of Transportation Sean Duffy wants to bring respect back to traveling on airlines. Then the guys explain why everyone loves the Macy’s Thanksgiving Day Parade and why Cranberries are such an interesting side at your holiday meal. Following your Turkey feast, you ma
Sellers Are Ripping Homes Off the Market & AI Slop is Taking Over Thanksgiving
Episode 722: Neal and Toby discuss the delisting phenomenon plaguing the housing market as sellers would rather take them off than lowering the price. Also, Google seems to have put a crack in Nvidia’s armor as its AI chips are gaining some attention. Meanwhile, September’s retail data reveals shoppers are pulling back their spending, all the while retailers are showing off impressive earnings. Ho
X’s Location Feature Stirs Uproar & Novo Nordisk Tanks After Failed Alzheimer’s Trial
Episode 721: Neal and Toby chat about X’s new location transparency feature that has opened up a can of worms as some of the most divisive accounts on US politics aren’t actually from the US. Then, Novo Nordisk has taken a big hit after its trials to develop a drug to delay Alzheimer’s have failed. Plus, the Trump administration makes access to federal student loans stricter, particularly for nurs
Google's AI Leapfrogs its Rivals & Trump-Mamdani Tackle Affordability?
Episode 720: Neal and Toby talk about Google’s string of recent wins that resulted in its market value surpassing Microsoft. Then, America’s affordability crisis seemed to be the one thing in common between the Trump and Mamdani meeting. Then, Eli Lilly hits $1 trillion in market value, first for a health care company. Meanwhile, “Wicked: For Good” smashes its target at the box office. Finally, a
Walmart Cashes In on Affordability Crisis & Critics Warn Against AI Toys
Episode 719: Neal and Toby talk about the latest jobs report…that reports September numbers? That’s because of the government shutdown. And it’s a mixed bag, of course. Then, Walmart, America’s largest, and seemingly most reliable retailer reports strong earnings as consumers prioritize affordability. Meanwhile, AI toys are a thing and parents are being warned to keep their kids away from them. Pl
Nvidia Calms AI Bubble Fears & Target Nearing Rock Bottom?
Episode 718: Neal and Toby dive into Nvidia’s Q3 earnings that topped expectations while CEO Jensen Huang reiterated his confidence in AI. Then, Target reports another stinker of a quarter causing many to believe the retailer is on the ropes. Also, a new study believes this year’s Thanksgiving dinner will be more affordable than last year’s. Meanwhile, Neal shares his favorite numbers on Gustav Kl
Meta Ruled Not a Monopoly & “Baby Shark” Company Goes Public
Episode 717: Neal and Toby discuss Mark Zuckerberg’s big win against the government as a federal judge says Meta does not hold monopoly power in today’s social media landscape. A big loss for the FTC. Then, Home Depot reports a weak Q3 which is seen as a bad sign for the economy. And, Panera Bread, the once No. 1 fast-casual chain in the US, has steadily declined in the last few years and announce
Unpopular Jobs Are Becoming Desirable & Communal Dining Makes a Comeback
Episode 716: Neal and Toby chat about bitcoin’s price dropping to its lowest level in six months, stirring fears across Wall Street. Then, a struggling labor market means job seekers are forced to take up jobs that are uncommon and unpopular. Meanwhile, Jeff Bezos is jumping back into the startup world with a new AI company that has an eye popping $6.2B in funding to start. Plus, Toby looks into t
Trump Reduces Beef and Coffee Tariffs & Hollywood Stars Aren’t Bankable Anymore?
Episode 715: Neal and Toby discuss Trump’s tariff rollback on beef, coffee, and other food goods to address rising price concerns from the American people. Next, Hollywood is struggling to make hits at the box office, even when movies have a star-studded cast. Plus, Charlie Javice is fooling JPMorgan again, this time by charging luxury hotel stays as legal fees. Meanwhile, CEOs from iconic compani
‘Big Short’ Investor Calls it Quits & Cannabis Products Up in Smoke?
Episode 714: Toby and Ann chat about Michael Burry, famed ‘Big Short’ investor, who has been public about the resemblance between the housing bubble of 2008 and the AI boom of today. Then, congress was able to reopen the government, but snuck in a provision that places tighter restrictions on hemp products that could upend the hemp industry. Plus, Cisco Systems, the once darling of the 2000s, is s
Winners and Losers of Shutdown Ending & Last-Ever Penny Minted
Episode 713: Toby and Ann dive into the ending of the longest government shutdown in US history. But while federal workers and programs start up again, the ripple effects of its impacts may be far-reaching. Then, Google is standing up to scammers as it sues a shadowy operation, hoping to put an end to text phishing. Meanwhile, Toby shares his favorite numbers from Harvard’s alleged grade-flation,
SoftBank Dumps Nvidia for OpenAI & Reward Cards No Longer Accepted?
Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation
Author Michael Lewis on 10 Years of “The Big Short," AI Bubble, and Sports Gambling
Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares his take on the AI industry and whether or not we’re actually in a bubble. Plus, a dive into prediction markets and the proliferation of sports betting. Finally, Neal and Toby put on their casting dir
Is OpenAI Too Big to Fail? & Shutdown Takes Step Towards End
Episode 710: Toby and Kyle discuss whether OpenAI is becoming too big to fail as there’s been rumblings about a government backstop for its AI-fueled debt. Then, President Trump proposes a 50-year mortgage to help with affordability for aspiring home owners. And, Netflix drops a first-look of “Sesame Street” on its debut on the platform. Meanwhile, Starbucks drops a viral “bear cup” that sparked a
Musk Wins His $1 Trillion Pay Package & October Layoffs Hit 22-Yr High
Episode 709: Neal and Toby discuss a report that showed October was the worst month for layoffs in over 20 years. Then, Elon Musk prevails in the battle over this $1 trillion pay package. Meanwhile, ESPN drops Penn Entertainment as its sports betting partner and brings in DraftKings. Plus, Snap announces a partnership with Perplexity AI to AI-ify its search engine, sending shares up 8%. And, Duoli
FAA Slashes 10% of US Flights & Data Centers in Space?
Episode 708: Neal and Toby dive into the ripple effects of the now longest US government shutdown in history. Then, Whole Foods is experimenting with some new store concepts that include robot power and offering products not normally available on shelves. Plus, Google thinks there’s a way to solve the AI data center problem of limited space…put 'em up in space! Next, Neal shares his favorite numbe
What Mamdani's Win Means for Wall Street & Tariffs Head to the Supreme Court
Episode 707: Neal and Toby recap Zohran Mamdani’s victory to become the next mayor of NYC and how Wall Street is reacting. Then, the Supreme Court hears arguments to decide whether Trump’s sweeping tariffs are valid or not. Also, Michael Burry, the famous ‘Big Short’ investor who predicted the housing bubble is calling his next shot: the AI bubble. Meanwhile, Pizza Hut has been struggling for year
Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads
Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of “child-like” sex dolls on its platform after a French watchdog gives them a final warning. Meanwhile, Toby dives into the trend of AI marketing as Coca-Cola doubles down on an AI-generated commercial
Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?
Episode 705: Neal and Toby discuss the ‘k-shaped’ economy where wealthy Americans are spending like nothing’s wrong, while lower-income earnings are pulling back their spending. Then, Disney pulls its content off of YouTube TV as content negotiations go south. Also, CEOs from Nvidia, Samsung, and Hyundai were spotted eating fried chicken in Seoul, which sent fried chicken stocks flying. Also, Egyp
AI Music is Catching On & Businesses Have a Penny Problem
Episode 704: Happy Halloween! Neal and Toby cover Apple’s earnings which beat expectations thanks to a reinvigorated demand for the iPhone 17. And Amazon’s cloud business is booming.Then, since the stoppage of the penny, businesses have been unsure what to do when they need to give their customers exact change. Also, a popular AI music generator raised funds at a $2B valuation and just released a
The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
Episode 703: Neal and Toby recap big tech earnings coming from Meta, Microsoft, and Alphabet. Then, the Fed makes its 2nd rate cut for the year as well as ending the effort to reduce its balance sheet, all while acknowledging the data blackout from the government shutdown. Also, ‘A House of Dynamite’ might have just made a big boom…but in the wrong place as the Pentagon vehemently rejects how the
Mass Layoffs Hit Corporate America & Musk’s Grokipedia vs. Wikipedia
Episode 702: Neal and Toby discuss the wave of layoffs sweeping across companies in different industries as a result of AI and mergers. Then, Microsoft and OpenAI reach a new deal that enables a for-profit structure for the ChatGPT-maker. Also, Elon Musk launches Grokipedia, the AI-powered encyclopedia that will compete with Wikipedia. Meanwhile, Bill Gates says it’s time to adopt a more “measured
Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?
Episode 701: Neal and Toby give an update on the government shutdown approaching its 28th day, which now threatens funding SNAP benefits that millions of Americans rely on. Plus, airport delays continue to plague the country. Then, a surge of AI usage in the workplace is leading to some misuse and reporting scams. Also, Qualcomm brings new chips for AI data centers and Wall Street is loving it. Me
Trump Raises Tariffs On Canada Over Ad Spat & Nike Wants Motorized Walking
Episode 700: Neal and Toby talk about Trump’s tariff retaliation on Canada after it aired a misleading ad on TV. Then, Argentina’s Javier Milei’s free-market revolution hangs in the balance of the country’s elections. Also, a restaurant’s take on New York-style bagels may have upset bagel purists but it’s catching the attention of investors as it hopes to expand nationwide. Meanwhile, Nike unveils
Gambling Scandal Rocks the NBA & Oil Jumps After US Sanctions Russia
Episode 699: Neal and Toby unpack the gambling scandal that’s led to the arrests of Chauncey Billups and Terry Rozier, which also involves an organized crime family. Then, the US just placed sanctions on two Russian oil producers, further putting pressure on Putin. Also, Trump pardons convicted Binance founder Changpeng Zhao, who pleaded guilty for money laundering in 2023. Meanwhile, the Korean s
Kalshi is Scaring DraftKings & How Do You Sell $102M of Louvre Loot?
Episode 698: Neal and Toby dive into why prediction markets are making their way into the sports-betting industry. Then, Meta thinks doing less is more to stay in the AI arms race by…cutting AI staff? Also, The Louvre is back open after the daylight heist and is estimated to have lost $102 million. Meanwhile, Neal shares his favorite numbers on Harvard Ph.D’s, mosquitoes in Iceland, and python pro
Warner Bros. Discovery Is Up for Sale & Beyond Meat Meme Stock Moment?
Episode 697: Neal and Toby discuss Warner Bros. Discovery opening itself up for sale after getting a lot of interest. Then, leaked documents show Amazon is planning on going all-in on robotics to replace a chunk of their human workforce. Also, Beyond Meat shares skyrocket which has Wall Street wondering if this is another GameStop moment. Meanwhile, the YKK zipper is getting a revamp after over 10
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