Group Chat

Today, Drama, Dee, and Anand discuss a rollercoaster week in finance. Hawaiian Electric's stock plummets post-restructuring report, while Goldman Sachs points fingers at zero-day options for the S&P 500 sell-off, scrutinized by unusual_whales on Twitter. Mortgage rates hit a staggering 7.09%, a two-decade high, impacting the housing market. Meanwhile, a mysterious artist's song gains traction among right-wingers after Jason Aldean. Culture wars sting Target akin to Bud Light, boosting T.J. Maxx and HomeGoods. Walmart's raised earnings forecast reflects grocery and online growth, while Cava and Sweetgreen face delivery dips. Lastly, tomato sauce turns unexpectedly lucrative. Tune in for these stories and this week’s Winners, Losers, and Content!  - Written by ChatGPT Timeline of What Was Discussed: Has Group Chat fallen off the rails? (0:47)  A have and have not’s situation. (2:58)  Will Hawaiian Electric survive? (11:02)  How the Fed consistently has NO idea what they are doing. (14:40)  There

Tonight, Drama and Dee discuss the ongoing battle against the Maui wildfires, with crews combating "flare-ups" as the death toll reaches a staggering 93. They delve into the concerning trend of record-high student absences since COVID-forced school closures ended, and the heartbreaking dilemma faced by 56% of borrowers who must choose between paying student loans and buying groceries. A surprising turn takes them to the courtroom, where FTX's Sam Bankman-Fried faces jail time for witness tampering. The duo covers Amazon's bold move to cut numerous house brands amidst cost challenges and regulatory pressures. They explore Tapestry CEO's perspective on the $8.5 billion deal for Capri, the owner of Michael Kors, as well as the captivating showdown between Zuck and Musk on social media. Tune in for this gripping episode packed with news and insights.  - Written by ChatGPT Timeline of What Was Discussed: “I’ve been Gen Z my whole life!” (2:27)  Is Bobbi Althoff an industry plant? (8:07)  A national tragedy

Today, Dee and Anand discuss a whirlwind of topics shaping headlines, from Dave Portnoy's Twitter announcement about reclaiming Barstool Sports to the game-changing PENN Entertainment and ESPN partnership for U.S. online sports betting. They also dissect the alarming U.S. debt figures highlighted by The Kobeissi Letter and delve into CarDealershipGuy's intriguing chart on car expenses. The duo covers Roblox's stocks plummet, Hawaii's raging wildfires, and pedestrian traffic's return to pre-pandemic norms. Tune in for insightful analysis and this week's Winners, Losers, and Content!  - Written by ChatGPT Timeline of What Was Discussed: Dee recaps his latest Vegas trip. (1:08)  BLOCKBUSTER news in the sports media world. (12:03)  Incredible statistics on the current US debt. (24:15)  Are you paying a $1,000/month car payment?! (29:03)  America loves ‘junky’ iced coffee. (33:13)  I thought gaming was hot? (36:19)  Devastating wildfires in Maui. (41:40)  Pedestrian traffic compared to pre-pandemi

Tonight, Drama and Anand discuss an eclectic mix of topics on their podcast. From Anand's thrilling encounter with Taylor Swift at SoFi to Peter Schiff's insightful take on rising home prices due to falling mortgage rates and increased female workforce participation. They delve into the staggering 30% surge in median home prices in Los Angeles over the past 5 years. Additionally, they explore the decision of @jason to return to the office to connect with amazing individuals. Lastly, they share their thoughts on 'Barbie' crossing the $1 billion mark at the Box Office and Musk's intriguing announcement of a cage fight with Zuckerberg, to be streamed on X. Tune in for an engaging and diverse discussion! - Written by ChatGPT Timeline of What Was Discussed: Is Ari still dedicated? (2:59)  Taylor saves America. (13:15)  Drama's take on Paul vs Diaz. (28:56)  The longevity of talent. (34:30)  The current state of real estate. (39:11)  Not a good sign for the 'Zoom' crowd. (45:33)  Should we put a wrap

Today, Dee and Anand consider the world of alcohol with Mogul Brett Berish. Then, Drama, Dee, and Anand discuss Uber's first-ever operating profit, SharkNinja's NYSE trading debut, Birkenstock's potential IPO in September, and Nike's plans for a network of boutique fitness studios. Tune in for insightful analysis, industry trends, and this week's Winners, Losers, and Content!  - Written by ChatGPT Timeline of What Was Discussed: “If something is hot, I don’t want to do it.” Self-Made interview series with Brett Berish, Founder & CEO of Sovereign Brands. (1:37)  Get your tin-foil panda dunks on! (33:00)  Breaking down Uber’s first-ever operating profit. (42:03)  You can create the next SharkNinja! (55:28)  Is the IPO party back on?! (1:01:39)  Nike’s latest fitness concept. (1:05:53)  Winners, Losers, and Content. (1:13:07)  Group Chat Shout Outs. (1:30:22)  Related Links/Products Mentioned  Uber reports its first operating profit ever. - App Economy Insights on Twitter  SharkNin

Tonight, Drama, Dee, and Anand discuss the latest music and finance news. They dive into Travis Scott's "UTOPIA" first-week sales projections and explore the impact of the Fed's rate hikes on the S&P 500, which now sits 5% higher. The trio also delves into the astonishing $121 billion increase in American households' investment income compared to last year. Lastly, they unravel the mystery surrounding a Chinese bio-lab discovered in a remote California city, leaving everyone bewildered. Tune in for a captivating episode!  - Written by ChatGPT Timeline of What Was Discussed: Anand is back and has some thoughts on the last two pods. (2:08)  Golf chat. (14:37)  The best foods to eat when it's hot. (19:40)  The guy’s review of the latest Travis Scott album. (20:40)  Where is music heading? (31:09)  The new trend in streetwear. (33:20)  Will the history books show J Powell won? (37:52)  The “conservative” vs the “dummy.” (44:30)  Stop with the financial advice of buying a home. (53:56)  Ge

Today, Drama and Dee discuss a whirlwind of events in the worlds of sports, finance, and tech. They dive into the shocking news of Bronny James, LeBron's son, suffering cardiac arrest during a workout in L.A. On the economic front, they dissect the Federal Reserve's decision to raise interest rates and its potential implications. The duo also explores the soaring success of Meta's stock, as well as Alphabet's impressive growth. Additionally, they unpack the intriguing collaboration between Meta, Microsoft, and Amazon to challenge the Apple-Google duopoly in maps. Not to forget, they touch on Snap's plummeting stock due to a weak forecast and Elon Musk's quirky Twitter rebrand. In the world of music, they unravel TikTok's ambitious expansion into music streaming and e-commerce, taking on industry giants like Spotify and Shein. Lastly, they delve into Netflix's eyebrow-raising $900,000 AI job listing amidst ongoing strikes by actors and writers. Tune in for this week's Winners, Losers, and Content! - Written by

Today, Drama and Dee discuss the latest box office hits, with 'Barbenheimer' and 'Oppenheimer' breaking records and eyeing massive earnings. They also delve into China's economic landscape, with ample room for rate cuts and RRR to boost growth despite a GDP miss and youth unemployment surge. Later, they explore the financial world, highlighting the top-performing S&P 500 companies from 2003 and Skims' impressive $4B valuation. To wrap up, they chat about the star-studded attendance at Lionel Messi's MLS debut, featuring Kim Kardashian and LeBron James. Tune in for all the buzz and updates! - Written by ChatGPT Timeline of What Was Discussed: The HOTTEST podcast in the world, literally. (1:26)  A conversation on sneaker culture, shoe trends, and the influence of Kanye. (4:15)  Recapping ‘Barbenheimer’ weekend and Hollywood’s inclusiveness. (28:17)  China is a GOLDMINE right now! (56:40)  Do NOT try to pick stocks, pick indexes. (1:01:59)  RFK news. (1:08:52)  CIA assets. (1:10:32)  Is Kim

Today, Dee and Anand discuss the latest developments in the tech and entertainment industries. They analyze Microsoft's record-breaking close following the reveal of pricing for their new A.I. subscription. The hosts also delve into Tesla and Netflix earnings reports, assessing their performance in the market. They explore Carvana's stock surge due to its debt-trimming plans. Additionally, they explore the unique bet made by downtown Chicago farmers, predicting produce growth from office towers. To wrap up, they address the rumors surrounding Prince Harry and Meghan Markle's relationship. Tune in for insightful discussions and this week's Winners, Losers, and Content! - Written by ChatGPT Timeline of What Was Discussed: A Group Chat exclusive interview with a friend of the pod, Ray Hughes, and his client Tue Nguyen (aka @twaydabae), who is opening a HOT restaurant in West Hollywood. (1:23)  Shout out from Anand. (43:17)  Microsoft is the King in A.I. (44:05)  It’s earnings season! The guys break down

Today, Drama, Dee, and Anand discuss a wide range of topics. They dive into Nike's captivating new ad featuring Wimbledon Champion Carlos Alcaraz, as highlighted by Front Office Sports on Twitter. They also explore the belief held by Appear that the Federal Reserve can successfully execute a soft landing. Furthermore, they analyze the changing recession expectations among economists. Additionally, they delve into Bob Iger's transition from empire-building to a Disney yard sale. They also examine the fluctuating traffic of Threads after an initial surge in interest. Lastly, they address the issue of 'tipflation' and share instances where it's considered acceptable not to tip, according to etiquette experts. The episode concludes with a discussion of Shein's legal troubles, as the company faces a lawsuit citing RICO violations originally used against organized crime. Tune in for a dynamic conversation! - Written by ChatGPT Timeline of What Was Discussed: The Boys are HOT! (1:23)  Dee’s impromptu trip to th

Today, Drama and Anand discuss the recent economic news, as inflation eased to 3% in June, marking the slowest pace in over two years. They also delve into the market excitement surrounding Coinbase, which soared following its Cboe surveillance sharing agreement for five Bitcoin ETF applications. Additionally, they explore the launch of x.ai, a venture headed by none other than @elonmusk, as highlighted by Sheel Mohnot on Twitter. Lastly, they examine the challenges faced by Lina Khan as she takes on the world's biggest tech companies and seemingly struggles. Tune in for insightful analysis and this week's Winners, Losers, and Content! - Written by ChatGPT Timeline of What Was Discussed: Join the Member’s Tent. (1:13)  Stock Market is HOT, the recession is over. (3:56)  What’s trending on social. (15:03)  Are things crazier today or do we have too much access to information? (21:47)  Why Anand believes in Coinbase. (24:36)  How does Elon have the time?! (32:21)  Zuck, the People’s Champ. (40:01

Tonight, Drama, Dee, and Anand discuss intriguing topics on our podcast. They dive into the WSJ News Exclusive, revealing the mysterious investors who purchased nearly $1 billion in land near a California Air Force Base, leaving officials puzzled. They also explore the remarkable success of Meta's Twitter rival, Threads, skyrocketing to a staggering 70 million signups just one day after its launch. Lastly, they touch on the amusing Twitter commentary about Jonah Hill's stature, as one jokingly calls him a "tiny little man." Tune in for this captivating episode! - Written by ChatGPT Timeline of What Was Discussed: A Group Chat exclusive interview with a friend of the pod, “Sneaker” Steve Patino. (1:20)  Cancel culture is over. (9:17)  Anand has a bone to pick with ‘The boys’. (13:35)  Fun weekend banter with the guys. (24:55)  “Tin Foil Sunday” topics of the week. (31:34)  ChatGPT is over, and the future of blockchain technology/crypto. (43:40)  Will Threads work? (1:03:00)  People are NUTS! (

Today Dee and Anand discuss the U.S. government's efforts to restrict China's access to cloud computing, aiming to safeguard advanced technology. They also delve into the latest TSA screening numbers, revealing a staggering 2,883,595 individuals screened in a single day. Elon Musk's imposition of rate limits on Twitter sparks a conversation on the limits of patience. Additionally, they analyze the significant decline in profits for major entertainment companies over the past decade. Lastly, they explore ESPN's decision to terminate 20 on-air personalities, including well-known stars. Tune in for insightful analysis and this week's Winners, Losers, and Content! - Written by ChatGPT Timeline of What Was Discussed: Go America! (1:15)  Talent acquisition vs immigration. (11:45)  Inflation is a serious problem. (16:43)  Travel is HOT! (24:55)  Recapping Michael Rubin’s 4th of July White Party. (32:57)  Billionaires court of opinion. (38:46)  Hollywood is in for a rude awaking. (51:57)  ESPN’s firi

Today, Drama, Dee, and Anand discuss the shocking collapse of Airbnb, as highlighted by Nick Gerli on Twitter. They delve into Thomson Reuters' acquisition of Casetext, an AI legal tech startup, for a staggering $650 million in cash. The trio also explores the jaw-dropping revelation that the average OpenAI engineer earns a whopping $925,000. Lastly, they tackle the controversial topic of magic mushrooms, LSD, and ketamine— the drugs believed to fuel the innovation hub of Silicon Valley. Tune in for engaging insights and this week's Winners, Losers, and Content! - Written ChatGPT Timeline of What Was Discussed: Do you want to be a liberal elite? Be very woke but far from broke? Join the Members Tent. (1:49)  Recapping Paris Fashion Week: Dee’s masterclass in not paying the bill, inflation overseas, and summer travel. (3:07)  Is the Airbnb gold rush over? (28:07)  Casetext, dinners on you. (37:15)  The drugs that power Silicon Valley. (44:21)  Rob, @Ballin, is back with a HOT tip for business owne

Tonight, Drama, Anand, and Zach discuss the aftermath of a chaotic weekend in Russia, delving into the lingering uncertainties surrounding the fate of Wagner. They also dive into the thought-provoking Twitter video of Dana White, as he shares his insights on Elon Musk versus Mark Zuckerberg. In addition, they explore the exciting news about the upcoming pill form of Ozempic, shedding light on the potential impact of this development in healthcare. Tune in for an engaging and informative episode! - Written by ChatGPT Timeline of What Was Discussed: Companies that are on Zach’s radar. (3:31)  His take on investing in AI. (19:36)  Russia is in CHAOS! (34:39)  The fight of the century: What’s the percentage of this happening? (43:54)  Continuing the debate over Ozempic being the miracle weight loss drug. (50:36)  Kathy Questions: Advice to 20-year-olds? (1:00:48)  Related Links/Products Mentioned  Group Chat Merch  Anduril - Home  Varda - Varda Space Industries  After Weekend of Chaos i

Today, Drama and Anand discuss the latest happenings in the world of entertainment, business, and current events. They dive into Pharrell Williams's electrifying debut at Louis Vuitton in Paris, and dissect the remarkable character arc of Blackrock's CEO Larry Fink, as praised by Luke Martin on Twitter. They also explore the soaring success of Cava Stock's IPO and the tantalizing investment opportunities in Greek cuisine. Additionally, they delve into the impact of TikTok on American companies and the powerful statement made by the Writers' Strike March in Los Angeles. Join them for insightful discussions and this week's Winners, Losers, and Content! - Written by ChatGPT Timeline of What Was Discussed: Fresh merch drop! (0:39)  Pharrell’s BIG moment. (3:18)  The incredible journey of Larry Fink. (11:32)  Cava is brushing off the IPO dust. (23:38)  Are American companies at the whim of TikTok? (31:37)  Is Hollywood coming to a standstill? (43:38)  The WORST nightmare scenario. (48:56)  Winners

Tonight, Drama, Dee, and Anand discuss the top phrase that dads are tired of hearing on Father's Day, as suggested by a parenting expert, and offer alternative ways to express appreciation. They also delve into the recent tweet by Joe Pompliano about the Los Angeles Country Club, exploring its significance and implications. The hosts wrap up the episode with a conversation about the end of Michael Jordan's ownership rule as he completes the sale of the Hornets, and the notable decline in iPhone sales highlighted by Kakashii on Twitter. Tune in for insightful discussions on these engaging topics.  - Written by ChatGPT Timeline of What Was Discussed: Happy Father’s Day Kathy’s! (3:03)  Educating the people on Juneteenth. (13:02)  Group Chat Golf Chat: LACC/US Open edition. (14:30)  Why is view ship so bad in the NBA? (40:11)  RFK Jr. Is HOT. (50:56)  iPhone sales, are NOT hot. (1:11:18)  Ozempic is bigger than A.I. (1:19:10)  Group Chat Shout Outs. (1:24:33)  Related Links/Products Mentione

Today, Drama, Dee, and Anand discuss the latest topics making waves. They dive into the recent Federal Reserve decision and explore The Kobeissi Letter's intriguing insights on Twitter. They also uncover how renters are gaining the upper hand in the housing market and Westfield's decision to relinquish a San Francisco mall. The trio delves into the downfall of Bud Light's reign as the top-selling U.S. beer and the detrimental effects of Gen Z's drinking habits on concerts. Additionally, they examine the unexpected impact of virtual classes on academic performance and analyze a captivating graphic revealing the political leanings of car owners. Tune in for an informative and entertaining discussion, and stay tuned for this week's Winners, Losers, and Content! - Written by ChatGPT Timeline of What Was Discussed: Golf is HOT, but is it intimidating? (3:27)  A breakdown of the latest Fed decision and the state of the economy. (11:12)  Why renting makes more sense than owning. (41:27)  Is San Francisco fi

Tonight, Drama, Dee, and Anand discuss the latest headlines making waves. They dive into the riveting US Open, analyzing the highs and lows of the tournament. Shifting gears, they dissect Goldman Sachs' bold move to raise the year-end S&P 500 price target to 4,500, sparking debates about market predictions. In a surprising twist, they unpack the recent news of eggs going on sale mere months after prices reached record highs. Lastly, they examine the early strategies employed by Trump and the Special Counsel in a captivating criminal case. Tune in for a whirlwind of engaging discussions! - Written by ChatGPT Timeline of What Was Discussed: Is Call of Duty the next Bud Light? (1:48)  If you don’t make it entertaining, people tune out. (15:47)  Predicting the economy for the next three months. (38:15)  Donald Trump does NOT need the attention. (58:07)  Group Chat Shout Outs. (1:17:20)  Related Links/Products Mentioned  Call of Duty removes Nickmercs skin following streamer’s anti-LGBTQ twe

Today, Drama, Dee, and Anand discuss the PGA Tour - LIV Golf merger. They also dive into the exciting news of Lionel Messi joining MLS side Inter Miami following his departure from PSG. Additionally, they explore the financial implications of a San Francisco Hilton investor ceasing loan payments. To top it off, they provide an exclusive hands-on review of the highly anticipated Apple Vision Pro, revealing why it's not just another VR headset. Tune in for insightful analysis, engaging conversation, and this week’s Winners, Losers, and Content! - Written by ChatGPT Timeline of What Was Discussed: The golf content of the DECADE! (2:01)  Messi’s TRANSFORMATIONAL deal. (33:30)  Why youth sports in America are declining. (40:19)  San Francisco is FULL ON under siege! (48:35)  Apple’s new novel item, worth the cost? (1:04:17)  Winners, Losers, and Content. (1:13:15)  Related Links/Products Mentioned  PGA Tour - LIV Golf merger - Joe Pompliano on Twitter  Lionel Messi to join MLS side Inter Mia