Peloton: Some Assembly Required

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ...  Show more

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Amazon Selling Ad Tech To Other RetailersFor the full episode head here: https://yout ...  Show more

As the Covid-19 pandemic rages, Peloton’s stock surges and the company scrambles to keep up with the new demand for its products. They pour millions of dollars into increasing production and cutting down on shipping time. But when tragedy strikes, Peloton’s newfound popularity ta ...  Show more

Peloton’s pandemic hype and sales have died down and now, the company must determine what’s next. Lauren Thomas of the Wall Street Journal talks to us about what it’ll take for Peloton to continue as a standalone company. Later, we’re talking to fitness creator Cassey Ho, who fou ...  Show more

Youngme, Felix, and Mihir debate Peloton, the high-flying exercise startup. They then discuss why partisan political prejudice is worse in some parts of the country than others.For interested listeners:US Countries and Partisan Prejudice (The Atlantic)Some recent picks:Games Maga ...  Show more