Transcript
Yes, yes, yes. Everything's working actually everything's been working for a while now. Don't say that. Say it, it stops working, unless you Riverside live from your CEO's. 500, slice toaster. I figured with the 500 to 1 pay ratio is we're seeing shouldn't everything. They owned be, like, 500 times better than everything, so really maybe it'd be a thousand slice toaster. Wait, how right? How many? Oh yeah, cuz it's two, because it's yeah, yeah. It's a business pants Friday. Show here at September 26th Studio featuring analyst whole mattress. Wow, that's busy this week. Yeah wheeling and dealing there's no dealing. There's no sleeping Wheeling. Wheeling on today's weekly wrap up. Jimmy's kind of back. Thank God for XYZ and women. Keep apologizing for boys mistakes. Yeah, that doesn't seem unique to this week. I guess that's true. That's just seems to be the thing, isn't it? Yeah, but these are stories were covered. That's true. Yeah. Our show today is being sponsored by free, float and analytics.com. The only platform measuring board power connections before performance for free. Hey, look, I want to say, I'm looking forward. There's a data update coming. I'm looking forward to it. It's gonna be fabulous. I do want to say, and this is not to disparage our sponsor free flow analytics because love them, love what they do. but if you want to sponsor this show, yes, we're open to, we're open to telling free flow analytics to go f themselves. That's what we're open to. We're just give you their slot, just let us know, right? Yes. Absolutely. Absolutely. We are willing to be bribed and bought just like, just like just the. I just like the borders are. Yes. Brighter brothers are, come on. You ready for the Friday show? You ready to get going store the week? Come on. Let's stay in confusion Land. Look like I, I have to cover some of these are just have to cover just because they're big stories, let's just stay in the confusion land of Disney. So Disney brings back. I mean I guess you could have predicted this Disney brings back. Yeah, you gonna say something before I get into this, we don't have to cover it in full because it's up for asshole of the week. So, okay, so I'll just say, Disney brings back to Jimmy Kimmel show after backlash except that. It's not fully back because already next star and Sinclair are deciding that Jimmy's not good enough for them. Do how much more do you want me to cover here? Um my my favorite thing I will just say this about it and I pulled this quote. My favorite thing is that next are Joint Sinclair came out first in the next star came out. Second saying we will pre-empt Jimmy on our channels. What does preempt mean? It means we won't show him. We'll push him up later in the night. No, no. They preempt means, we will take that that one show off the air, and they'll show some okay. Um, yeah, good. This is next, our statement. And see if you says it next door. See if you catch any fun keywords on Wednesday. Next Thursday. So it continues to evaluate the show and is speaking with Disney quote, With the focus on ensuring the program, reflects, and respects the diverse interests of the communities where we serve, they said it diversity. Diversity is the reason. Yeah. Why they're not putting on Jimmy Kimmel diversity. So nice. So they don't want to white man. Telling them how it is. I think this is a Dei preemption. I think the Trump Administration needs to investigate next hour for using DPI right to determine what should be on television. I was going to say, I don't, I think still just like the American presidency is still don't think we have had a woman host, a late night show, God forbid, a woman tells them tailor. Okay well, I mean the network On what network on like like Joseph Raj TV. The the barbecue Joe Burger special. Now, I mean on a major Network so maybe that's what they secretly want, you're right. Maybe they're pushing for diversity. Maybe they can have a woman, tell fart. I didn't say it. They said, they are reflecting the diverse communities. Diverse communities is what they said. So the other thing I like is this and they can cover it later and move on. This headline, Disney decides has an angered people enough announces, Disney, plus, price hike. Yeah, so it's problematic. When you plan, you could wait on those. You couldn't wait a month. Yeah. Now they didn't they didn't they just really you couldn't. You couldn't wait. They had planned it for a while and so what this happened and I do think you wait a week preempted. That's the word preempt. Yeah, what do you doing? I mean, just stupid idiot. That's ridiculous. Welcome back to Disney Disney's. So talked about at this point that I'm not sure what we have to add, all right, and another story at I don't want to talk about. Here's the headline from the BBC. There's no way we can afford 100,000 dollars, small firm scramble over H1B Visa fees. So, during the week, A president, Donald Trump announced that. They're going to be a hundred thousand dollar fee for all H1B visas that come through the program. A program that used to go through a lottery system, right? Yeah. So you I mean this is my understanding of it. You this is confusing Story. Another confusing h1bs are for specialized work or specialized Talent. And you would put in if you were not an American citizen, you would put in for an H-1B, visa you'd be a lot of resistant, you get selected and then you could get hired by a company that we believe that specialized talent and Trump has decided, Well, you know, since we're selling everything, let's smell. Yes, since we're selling everything more importantly, since we're, since we're pushing even more power and wealth to the billionaire, CEOs, who control these companies? Let's let's help them get more powerful because that's the only way I can read this story is it's yet another way that they can further. It no one else can the apples and videos or whatever, right? Because startups smaller companies, they won't be able to afford these fees. Absolutely. Because who were the CEOs, who are already thrilled? A Reed Hastings at Netflix calling. I got a great solution sale Altman of opening. I says, we need to get the smartest people in the country and streamlining that process and also sort of aligning Financial incentive. Seems good to me. What does even talking about Sam Altman? Does he even have a college degree? I just sounds like a Mush Mouth. I know I think he is chat GPT now. Have you ever talked to chat GPT everything? Sam Altman says now sounds like what chat GPT says? Or vice versa? Like I feel like the media CEO Jensen. Wong is happy. They're all happy. Of course and and the other people are happy are CEOs from other countries like Royal Bank of Canada's CEO, Dave McCain. He said this is a win for Canada. A lot of countries are like oh great. Yeah, Germany was already. Yeah. So again I include this story because it's yet another move to sort of make these dudes more powerful, right? I don't I have no other way of interpreting this, you know, I hadn't really thought That I've kind of ignored the story and, in fact, like this was one of the big arguments that Vivek ramaswamy had with sort of the center, Maga people like Steve Bannon and in the, like, the Deep political, right? That like Steve Bannon, wanted to know, immigration write, effectively and physically Elon Musk had falling out with some omega because like, they were like, no h-1bs or what you want. That's the, that's the immigration. You want. You want the smart immigration, the song, You Know, Della's the Sundar pichai's. Yeah, they all came on H-1B. Did they not Elon? Musk did not. Did they not? Did they like? Yes, they did that. Yeah. Isn't that a little bit ironic? Are we yes, you guys. You know, Matt you're you're attempting to say that to speculate that they have some kind of game plan on the right. I think it's just a bunch of nonsense and hate and just shouting and but I don't know, they know what they're doing. It's a good story pull because I actually hadn't thought, I forget that like that startups, use H1B visas. Also, write like smaller companies, you know, of course, absolutely about small company out. Now, they won't now they won't, and now they won't. And, and that means all the people who would have got to start up, either end up at a major company like a Google or an apple or something, or they go to another country because the major companies can avoid the H-1B visas. Well by putting them in an office in Canada. Can't they are ironically how about this. How about that? These same Tech Bros who love. This are also the ones most vociferously speaking out against getting a college degree in the first place. So there, where is the talent coming from? I don't really know. Okay, move on the third. Big story that I got another one. I didn't want to cover. but I feel like I had to because it's one of the Basically if your company, our database, your your free game and open AI because they're, you know, I wish there in our database but they're not. Because they're still probably helpers or on publicly traded companies. So, right, I feel fine about it third. Big story of the week and another stupid one tile and all maker can view battles, fresh storm as Donald Trump. Links it to autism. This is a story that everyone knows about already, too. I don't know that we need to cover this in great depth. The by far, the best part of this is that he couldn't pronounce the name of the drug. Don't see them in. It's not really that hard. It's basically, it's phonetic if you really look at a seat to Menifee, right? I mean in my wrong, that's the way that's look. I don't really, it's just a Dopey way of, it's just the greatest dopiest way of RFK Jr. Making his first big announcement right actually. So I can't even pronounce the drugs. I was trying to figure out why Tylenol, why can view and conspiracy theory about? Well, the only reason why it's not much of a conspiracy theory, but the only reason why we Trump I talked about Tylenol and said like 15 times during her press conference. Don't take Tylenol, just don't take Tylenol. He kept saying it over and over and over again. Title is the name of Ken views product to see them in is the name of the drug that they're saying. So they didn't say because you couldn't pronounce. Yeah. Actually it's a good thing targeted because company Yeah, that's that's an excellent point because when you travel to say like Europe, they don't do brand names, they use the shockingly, they use the drug names because the the pharmacist want to know, what the hell you want to take, right? They don't want to talk about the brand names so you're right. Why there are other brands including generic brands that make acetaminophen, right? I mean, I don't even buy tell anymore because it's too expensive, but you're right. Why keep saying Tylenol, so the, the one month stock like performance of CVS, which makes A CVS brand of acetaminophen. Was up five and a quarter percent. The one month, stock performance of kenview was down 22%. Meaning Donald Trump because he couldn't say the word. Of effectively, targeted a company, which makes other things. They don't just make Thailand all they, they effectively targeted one company. And said don't take their product. Where is the investor lawsuit against the RFK and Trump Administration for tanking? The company stock. Because he couldn't pronounce the word that it's forget the science of it. I'm not a scientist I know this I know the science it like is everything says this is a stupidest thing that's press conference. It's unhinged whatever. even if I leave aside the science, Doesn't can view have an argument here? Absolutely. I mean there will be there will of course be lawsuits right. I mean and This is a case, there was research tile and tying tile and all to autism. That was in a court case in 2023 and that that loss. So it's already even been ruled upon there was there were some reporting from The Washington Post that that JFK Junior. Sorry. RFK Jr. Essentially spent the weekend reading about this and that's what changed again. Yeah, I so but then I was like is it just this is where it's conspiracy theory, is it just that Donald Trump could not pronounce acetaminophen? And therefore said, Tylenol over and over again targeting one company. Or is it that that company? It that that company I do that they spent 240,000 dollars in the 2024 election cycle lobbying they only lobbied via a pharmaceutical group and they Lobby it on specific bills that Target them, but that's not a lot of money. But the the individuals at kenview Spent 39,000 dollars in political donations in 2024, 37.5 thousand of which went to Democrats. Look now seriously Theory, Matt. Maybe I honestly think this is just, Trump is letting our kids Junior, do his dumb stuff because I think it's just part of the bigger cultural War. I think it just keeps people focused on everything but the economy and upstein and all that stuff. Like it's just he just loved the stupidity of it. All isn't misinformation sort of the Hallmark of this Administration. I mean doesn't more and more missing information just what is get to the place they want to get to which fine like that's that's what it is. But can you how is a board? Right. Yes, that board has a role in protecting the asset that is kenview for investors that board actually has on it. Larry, Merlot, who's the was, the X CEO of CVS. It has Richard Allison, who's all the EX dominoes CEO who's also on the board of Starbucks. These are not like nobody's on the board of a nobody company. If you're the board of this company, don't you sue the administration for false for false information and falsely tanking. The stock in fact, the stock is so far down that if anybody smart that's it's probably cheaper than it's going to be for a long time. All right. Like because the only reason why Ken be used down is because he said Tylenol all the time. He that's that's the one he could pronounce. I don't know, I feels like there's there. There is like investor reaction waiting to happen. I also like I'm sure I'm sure there's more the story to why RFK Jr fixated on this one stupid possible cause right other than the fact that I will say that one thing it wonderfully does, which I I shouldn't leave out is another part of this maggot world that we cover every week. Now on the show is that it's another it's another attack on women, right? You're blaming mother's. Yeah, you're blaming women for giving their kids, but if it wasn't that, if somehow, it was blaming men like men doing something before they, you know, they impregnated their Partners like or something like that, like, they wouldn't do that. This is a, this is another very subtle war on women. It has not that subtle. It feels pretty aggressively or you're right one last thing on this, because I don't want to talk about it anymore ever again. I do love that. The big announcement was Tylenol and autism. And the reaction of the anti-vax groups. Who were all waiting for the announcement that vaccines cause autism from RFK Jr. All right, right. But the reporting is they are livid that the announcement was Tylenol. In fact, here's some quotes quote. We didn't wait 20 years for Bobby to finally speak and then get served Tylenol as an answer. That's from the Georgia Coalition for vaccine Choice. The Children's Health defense, which is Kennedy's own group, he founded the group. They retweeted a post that said this was not caused by Tylenol like his own group. His own group is there pissed at him because he didn't come out and say, it was vaccines, the he came out. I mean, this, I don't know what can view is going to do with this. I don't know. What can you shareholders are gonna do with this? But they have a, I mean, God, this is just crazy. I just, I love the idea that because the president can't say a word, the company got targeted, specifically, unbelievable. That's the third story of the week. In the fourth story of the week is kind of a, you know, a good old-fashioned somewhat boring governance. Story Oracle oracle's been in the news a lot recently mostly because Larry Ellison keeps getting richer and Richer, there was one headline suggesting He was worth as much as Bank of America, the entire company good, right? And his nepo baby. Pissant son is basically controlling most of American Media. Now, there's also talks that I didn't cover the tiktok deal because it's not yet final and it keeps changing. But there is there's rumors that Larry Ellison will benefit from Trump basically stealing tiktok from China. Getting that horrible algorithm into the hands of us billionaires because you wouldn't want China to control that you want the US billionaires to control that horrible algorithm. But so this week Oracle name's two CEOs. To replace African who's not going anywhere. She's staying as an executive as a vice chair on the board of of Oracle along. Larry Ellison is also on that board. Now you have two Co CEOs. What are them, is only 39 years old, Clayton, McCormick, he's getting options worth, 250, million dollars, 150 million. 80% of which are just based on time, there's no performance space conditions and then the other coast CEO Michael Cecilia, who's 54 and must be pretty embarrassed. Um, this is a masculine is only getting 100 million dollar. Oh, so that's a weird one too. Like it's weird that they didn't give them the same amount. Does that mean that the future of Oracle is Clayton? Because he's younger, he's getting more money. I don't know. So now they basically have Four I guess four CEOs in the board of Oracle. But really it's just one, there's a dictator Larry Ellison, we stop this company. Yeah, but what a crazy situation he had lines that like Sapphire cats is is out like out at Oracle or Sapphire cats, no longer CEO of Oracle and it's like you missed literally the next part of the sentence which is except he's better on the board. Still an executive, mine still not here, she's Executive, Vice chair, and the vice there is because there's already an executive chair and owner and Lord Ellison, right? Like I don't understand the news, I don't understand and then they did two CEOs and I did see a story that said Like the success of dual CEOs at some other company that will that also apply at Oracle. Like something about how like talking about videos can work out in the right Circle where chances if Reed Hastings is still there, and it works like the way it works out is when there's not too cos CEOs, when there's still a lord and savior sitting above them, that's how it works out. Sure. And and if it's a company that is ostensibly, not a public company. Has dual class shares classified boards. Investors have no opportunity to have a say over anything. Yeah, I guess it could work. Yeah. Totally just, you just maintaining your dictatorship is what you're doing, but I and so anyway, those are my four stories that the poll on pay is really truly fabulous. Like why did one of them get 250 million? That's unusual. I don't, I don't I have not seen that before. That's quite a bit more too. It's not like 10 million dollars. More. It's quite a bit more. I mean, is it one more attractive than the other? Is it like is there? What's the What's the? Yeah, I don't. All right, I don't store the weak story Choice. Um Jimmy kind of back. Yeah, what else we have H1B visas now, cost 100,000 dollars, benefiting the Reed, Hastings of the world. Tylenol everyone. Hates Tylenol on the Maga world. Now, I like how Trump told pregnant, mothers a tough it out, if they have pain tough it out, he said. Yeah. So I'm going to choose the title and all As a story of the week and the reason I'm not going to use Disney, I think Disney. Yeah, which did that last week that last week. But all so I think that the Disney things going to fade a little bit. We didn't even talk about Bob or much but yeah, I don't not and Tylenol to your point and you reminded me that we talked about this before is a war on women of. We are just finding every way to blame a woman for everything. In fact, you know, people are saying like this is, this is exactly like it used to be in the 70s and 80s when we said autism was the woman's fault, like their lifestyle choices, or whatever. That was the cause of autism. So I, I'm going to say it's, it's, it's more. It's more war on women than Tylenol, but Tylenol is the Crux of it. I think also there's more more will come out of this story. I haven't spent a lot of time digging into the possible conspiracy theories, and why RFK Jr, decided what, and what's going on at kenview? But I think you're right to start that conversation because I think there is definitely, although, then again, we are potentially ascribing some kind of wisdom to these people. And I think that it's, it's actually more likely that RFK Junior just had his iPad out and he stumbled upon some post on Twitter that got him interested in like like the the part of it. That's the there's the war on women which is the like the result of RFK happy results. Finding a dumb Twitter feed that said, you know, that a seed of men is a problem but there are also is like imagine if we found that imagine in some world we found that tissues basically give you eczema if you use them too. Not tissues. Phoenix. But then Donald Trump couldn't pronounce tissue so he says Kleenex. And then the company that manufacturers well just Kleenex drops but every other company that manufactures tissues, they're fine. That's fine, crazy. This is why kenview obviously has quite a case that I don't know how they're gonna handle all this, because let's not forget that. I think it was in the spring that Donald Trump was already teasing. That the administration is going to have some major announcement about autism in the fall. So maybe they just slid this one in there because they, in fact, did not have anything to say because why would they because RFK Jr knows nothing about medicine or science. All he said nothing. Sure about a sediment, maybe they just maybe. But I'm just seeing like RFK Jr. Kind of like a college student, like, you know, he's hung over on on Sunday morning and he sort of desperate to find something to announce. So, we just stumbled upon some women hating Tyler and all tweets. He's like, okay. That's I'm gonna, I'm gonna go with that story. I don't know. Does anyway, do you think they're just asking? Chat GPT. Oh, I didn't think of that maybe. Yeah, maybe that's it. And maybe they didn't ask Chachi GP to double check because usually you should ask GPT like five times to make sure, they know what they're saying, because they will change their answer. Yeah. Because if, if they had asked them to double check, maybe it would have become Advil. Then it would have become like Eminem's and then, like soy milk. I'm there for when a soy milk causes autism. I'm there for that. All right, all right, that's good. I feel like we're making better time. Yours is confusing. So let me go first. Yours is maybe tongue and cheek or maybe you have some greater. I found, let me go terrible. Let me go with the old fashioned, always a good list. Why, why does it always take the X Y of a horrible CEO to do anything? Good in this world, but the headline is Mackenzie Scott. That's of course, the ex-wife of Jeff Bezos, who I don't know what Jeff does anymore other than he shares Amazon and he gets, he shuts down Italian cities to get married. McKenzie Scott gives 70 million dollars to uncf to financially strength in historically, black college and youth University now uncf. He's a nation's largest private provider of scholarships to minority students. So you know, there you go. 70 million dollar check that that'll help. I wish it was more than 70 million, okay, but I'm just saying, this is my way of inserting, McKenzie Scott everywhere, anywhere again, okay? Because she just sort of just Slowly giving out the money to the organizations that seem to because, you know what? Her Target seems to be all of the organizations that are getting the most fire from this anti Dei Crusade. She seems to be routinely giving to, to organizations that support women and people of color, and lgbtq Alliance. You know, whatever those organizations that are getting slammed by the Maga anti world. All right, well, choose yours for goodies. So the week mostly because mine is not a contest but it is, it's like I couldn't find anything. I mean really couldn't find myself weeks. It's part of the reason why I chose this and it's everybody knows it. Trump claims sabotage at un from escalator teleprompter and Mike I hadn't heard about the I know about the escalators stopped. I know that the teleprompter stopped working. What's the mic? What happened with the mic? Apparently is microphone turned off and so he was just speaking and the only way you could hear him is through the Translator translator or something like that. Um, which is fine because everybody still managed to hear the 56 minute speech. That was totally deranged in on hinged, and it was weird. Everything we heard everywhere. So it's like that, there's not really sanitized and I've seen Donald Trump. He needs a little bit of exercise. I I just I just laughed because I was like you're such a fucking snowflake that we're complaining about the escalator like yeah I know everything Ebbs and flows and like you know like conservatives and liberals basically exchange positions over long arcs. This seems like the shortest distance from Liberal snowflake to conservative snowflake the fastest transition in history because like it was breathless coverage on Fox news about Milani. Almost moved forward slightly. It was a national security issue because he's standing still, it was the secretary you act fast enough, okay? To be fair to Trump because I have to cover both sides because you have to be fair to our great president. When the excluder stops it is a that first step. When you notice that stuff is a bit awkward. It's like that. Lurching kind of like Mega step you have to take so I understand it's like it's an awkward moment I get yeah that's it was a national security issue. Ah, no pun intended, but not to Trump your story, but the new Republic already has a story out saying. It turns out that Trump's own team mess. Yeah, escalator. And the teleprompter that the the UN respond had to respond to this and said that Trump's own videographer. Stopped the escalator right? Like yeah. So the whole thing and was in control of the teleport but like we're such Trump's today was saying we need to prosecute, whoever stopped it and and we need to investigate the US. Go for it and it's like anything that you're still for it. I mean I don't man, baby doesn't even apply here because this isn't even a man baby. Like, this is just he's telling he's telling women in pain women who are pregnant and pain to tough it out. He's upset about a telephone. He's just spewing nonsense. Anyway, you're carrying life and if like it's it's a difficult traumatic experience in Lord help you. If you get like a cold or anything, tough it out. But my escalator stopped working. I have to walk and it's we better prosecute. Whoever this is not only that, we, we do at least two shows a week. We have a, we have a ton of notes that we take ton of research and I will agree that with without those notes and research. I would be lost, but I I wish that I could just get up here and spew misinformation about everything like that. You just mentioned a company. I can just make up stuff like he does about exciting change. Like, like I have to, like, stick to my script. If it stick to my research notes, it's like why he's doing that anymore? Yeah, probably. So the winner is, is the uncf. They're getting 70 million dollars at the winner. Yeah, I think that's got to be the one. All right, let's go on to ask. Holy is Just oh man. Okay I wish like why can't Larry Ellison like every time Mackenzie Scott gives somebody why can't Larry Ellison? Be like well I'm better and richer so I'm gonna give 71 million dollars. He did just double his neck. Why can't we live in that world? Why can't we live in that world? All right. What do you got as holy? Number one, is the American oligarch, which was so the story we've been covering every week. It's not that interesting, but the tiktok thing puts in Starke really, who the oligarchs are? I think part of our problem was, we were quite sure we had some vague sense of who the oligarchs might be but now we know exactly who they are murdered in tiktok. Um okay, so the Murdoch family back in there, they are old guards but this is weird. There's a I'm not gonna be able to find it in time but Yeah, there's a Wall Street with the, with the Wall Street Journal that Murdoch owns about the Epstein. Publishing the Epstein letter. I mean, what is watch, how that disappears? Because that's just boys being boys. I guess talking about Epstein right now because we're talking about escalators and Tylenol. Right? Like so, it's true. So as soon as I've already said that, I've already said the word Epsom like six times in the show, though, you just haven't noticed. Um, Larry Ellison, Larry Ellison has vaulted himself. Yeah into absolutely like Rock Solid aligarh. He's the new. He's the new girlfriend after Elon Musk is he? But he's all sort of like Elon musk's uncle. Right. Like he's like he is a long term back, long time backer of musk. He was on the Tesla board for a couple years and which we all forget, effectively, if you look at the Tesla board, it at one point, there was a Murdock on it, there's a Murdock on it. Now Ellison was on it musk was obviously on it so half of the oligarchy comes from musk's board. Here's a here's three related. Larry Ellison headlines, just this week from wired. Larry Ellison is a shadow president and Donald Trump's America from Newsweek is Larry Ellison, building a Maga media Empire and from Time Magazine and these are just like mainstream news sources. This isn't exactly like the nation here. Trump insists us version of tiktok won't favor. Maga over liberals as he paves way for DLS, seems likely, right? It's not going to favor. Oh, you say that aren't you? Yeah, cuz you're handing out an algorithm. That could be tweaked by the people who owned the company again. Like I know, I say this every week and I sound more like a Luddite in a stupid dinosaur, but what's your phone? Anyone who doesn't delete Instagram and tiktok at this point? I don't really trust you. I don't I don't. What are we doing? Just put your phone down that, no, no, okay, put your phone number but don't delete it. Delete the magical controlled media. Go to barbecue. Like use your phone to text your friends and say meet me at the bodega. That's true too. And we will just hang out, we'll do live tiktok. It's called. How do you say at the bodega? The barbecue, you can do a silly dance. You can do any dances. Yeah, you could do crazy things. Like I am going to get some baking soda and vinegar and put it in my mouth and that's and then you can dance and then you dance. Well doing it. It's not that hard to do it. You don't need to like on tiktok to do it, just put it down. You can even you can even prank the the cashier at a 7-Eleven without videoing it. You can just do it. You can just remember, remember whenever you sign in to one of your Dopey social media accounts, which you think you can't live without, there's a company that owns that account and there's usually by Larry Ellison or Elon Musk or Mark Zucker, and there is a person who chooses or in snaps case. It's what's his name? Evan Eagle. There's a person who chooses what you see and what You don't that person is not you. There is some white. Male College Dropout, who's saying this is what you should see. And if you think that every time you open it, you might never open it again because you might be like, oh am I listening to what? That guy's not I should see. We're not doing a good job, convincing the people. All right, so where are you? And all of them were in the headlines this week for a whole bunch of reasons. But what's striking to me about this, so your options are like, the American oligarchy, the solidified American oligarchy, let's strike about it is who's not in the oligarchy. Sachin Adela obviously two Indian to be. Yeah, he's two Microsoft is not aggressive enough with the trying to control people with social media and you're right, he's an H1B Visa is like using LinkedIn now to, like, train gentle. That's their, they changed. Yeah, it's a press Dei conversation and stuff like that. That's more for people who used to work at msci and stuff. No one uses LinkedIn. Tim Cook, he's gotta be, he's at every event but he's clearly two gay to be one of the oligarchs, right? Like they don't want money inside. Gay doesn't eliminate you because of course because Peter, Taylor's gay, I think the oligarchy list That's true. Actually you're right. Yeah. These two busy about him is he's doing speaking tours? Talking about the Antichrist. That's yeah. Right. That's gonna say yeah. Yeah. Who else is not alert? But try not on the list. Also two, Indian, two H1B Visa. Yeah, Jensen Wong. Not on the list. Now, that's not true. Actually, is it. I actually think he Nvidia is now taking a stake in an Intel or aren't they? I thought that Trump love Jensen. I don't know that Trump loves Jensen. I think Jensen's trying to buy his way into Trump, right? Like he's taking his State open AI where Sam all he just being smart just so not really on the inner circle. He's oh, I don't know. I don't the second Circle, I don't know if I agree with that either. Maybe maybe this is something we should revisit. Actually we should come up with our Maga oligarch looks. I actually think Sam Altman is it was very scary, the second Circle and I think it, because if you notice, what were you talking about politics? Yeah. Is is the megaphone of media, right? Like you're talking about the soe was Zuckerberg musk Ellison and we're not all having common is that they use their Pulpit to do the whiny magazine know, they are still they're the biggest Big Tom's of America there. Any any black lesbian who succeeds there? The victims of? Yeah, that black lesbians. Yes, that's true. Yeah, and Jeff Bezos where's he been? I don't see him in the headlines. Again, he's too bold or too like there's definitely on the list but you might be right, he might be on the list one because that's not forget that Jeff Bezos started this whole horseshit by last summer. Remember he forbade Washington Post from for making a an editorial about who should be the president rightly on this list but suppose is not one of the ones that are Inner Circle, right? Like you'd think he's got a megaphone. And look, I want to be clear here that the people you're talking about. Are not just because you're saying they're not on the number one broke list. They're not exactly like working for Zoran on the birds. Yeah, there's the difference between the golden share Equity stake Trump and not right. Like this tiktok. This is the headline tiktok deal. Won't include golden, share or equity for you us. Trump Administration says, which means the Trump Administration is effectively A handing a Chinese asset to a bunch of American oligarchs, right? Like and there's no the Olga's will pay China for it but there's no us stake. Where did we take a golden share or a steak? We took it in the pond steel which is a Japanese CEO and Intel with a Chinese CEO? Well, Koreans CEO, I think, right? And how does the I would love to know how the American first. Maga world the Steep you you alluded to Steve been. He's very much in this Camp of America First. How about again the tiktok deals? Not complete. So we can't go too deeply to this just broke yesterday. In fact, the guardian has a piece on this morning. This headline, Abu Dhabi royal family to take State. Yeah, us under Trump to what the actual you guys know how, this is, how we did, how were they falling for me? Go to from China to us ownership too much. This is China to China own. It's dual-class dictators just different dual-class dictators. They're all the same. They are all. This is not like the ownership structure is exactly the same. Effectively, we traded one dictator for another. According to the guardian, the Guardians reporting the mgx, which is a fun chaired by Chic tanu and bin Zayed. Al Nayan will take a 15% stake and gain a board seat that is hugely significant American first American first baby America. First well, So that's American little dark because I'm it's like they keep coming up but I like the idea of a solid. We should just keep a list of who the old. Yeah, running baby. Number two. Asshole number two or only a number two is mentioned, a lot of assholes. Oh, Disney. Okay, everyone hates you. Oh, I'm just wasn't exhausting, I'm not, what are you doing? A long like bits and early this week? No, I'm just gonna read these headlines and there are about five or six of them. So, conservatives hate Disney. Here's that headline. Magna. Fury is a Disney and ABC over Jimmy Kimmel's return. Yeah, they let, I mean, they blew it get to them. That's right. They brought her Uh, number two, liberals, Disney boss. Bob Iger has gone from woke Warrior to Liberal lightning rod. Now, liberals ever awoke Warrior. But yeah, okay, I'll accept that headline. The Affiliates obviously hate him, next star joins. Sinclair says it will continue, not to are Jimmy Kimmel but of course we knew this they're both those are companies run by Maga Bros. Yeah sure. Trump hates Disney that's that's sure. Trump threatens to sue Disney owned ABC over Trump. Can't stand Jimmy. Kimmel yeah, can't stand him, which means that Jimmy Kimmel's doing something highly effective trucks going to sue ABC unclear, but he's just gonna because they're because they're chucklehead comedian said something that Trump didn't like I guess is that it investors hate Disney Disney and demand, internal records on Jimmy Kimmel suspension, say the world may have breached duties. Here's what I want to ask you, is the Mega speaking of Maga snowflake's. Well, our favorite Magus snowflakes from last year Nelson. The billionaire who complained that a movie of what was it. The black one was closing, movies of all time ever had too many black people in it. People that I'm actually kidding it up. Where does he fall on this? Where does he? Because he's gotta hate Pro but he was Pro. Bob Iger though was he not? Or was he anti-everything? So he wanted, but he wanted did he want people to vote out Bob? I really want just yeah he wanted by your would have stayed but like I wanted a woman now I like Purl Hunter was the money behind pelts. So and that guy but but Nelson, Target, Bobby just targeted Maria right now I'm gonna see. So where is Nelson? Pelton on all this? Where you think which side of his mouth? Is he chuckling on? Well I actually I'm pretty sure I remember that he has in a state somewhere near Maraga. So So I'm sure there's some conversation happening doesn't Florida, but this whole Bob Iger thing. And again, I love that my new Nemesis Jeffrey sonnenfeld who doesn't know I exist and never will. I love that. Just last week he was praising Bob Iger as making All the Right Moves all the time. Yeah. All the genius wizard genius. Yeah. I mean this is just I don't but poor Bob. I mean what I mean you couldn't you should have just picked a lane. I mean just either support Jimmy or fire Jimmy at this point, right? Like well, that's what make a lame dude. We hate the cowards. We hate the cowards. Um well which brings me to the last one, everyone hates Disney now. Because you already said it Disney decides, it has an angered people enough announces Disney, plus price hikes. So I think I announced in a previous show so mad that I, I stupidly canceled Disney last month because I realized, like, I don't watch anything on Disney. So why am I paying for this? I wish I could have canceled it with everybody else. It was fun. I wanted to be part of something fun but I missed. My missed it. Yeah, you were a little too. On the canceled too early. You were too early. All right. And now number three, poor Bob. Now remember Bob Iger. He was beautiful Bob. He was the chosen CEO, so I don't know where we're going with Bob. He's he is the replacement to Michael Eisner. Who was the, the not the one that the Disney family got booted from Disney, right? Yeah, it's a book about it. Evil Jewish. Michael Eisner? Yeah, go ahead number three. And this, I don't want to buy us a jury here. This is the asshole of the week. Yeah. These assholes who keep telling us to stay, just get in the manufacturing line. Shut up. Do your job. I'm just, I think you're. Yeah, I think you might be preempting. My headline is the week. I'm gonna like seven headlines here. Yeah. And, and you'll know what I mean. This narrative, I don't know how to frame it as an asshole, like, but this is the, the billionaire, like, just shut up and take it. Work for me and you never servers. Yeah. Here you have to, you have to pay for your your skyrocketing rent. Anyway, so you already mentioned the fact that they're telling you to stop going to college, right? Like they're just like colleges for loser college is a joke that like college is the joke palantir. CEO said, Alex karp said you'll get a better education here. Meanwhile, he hires only like Stanford grads, right? Like so everyone on his board. We did a whole thing on how everyone on his board. I think out of like the six seven Eleven on his board Elite as hell, six of them went to Stanford, and one of them went to do, it was the most elite and he's like, they went to University of Southern Maine, they went to Duke and Stanford, here's a headlines X. Google CEO, Eric Schmidt warns us Tech workers competing with China's grueling 12 hour. Work days means sacrificing work, life balance. That was one of my headline. It's the week, I'm glad you pointing this one out because to me, this is the, like, the biggest modern Hoodwink in Capital One. Is it is that we are we're basically telling people that don't, don't, I try to have a work-life balance. Don't try to be happy. You need to work harder because because otherwise, we meaning the American billionaire audiobooks will lose to China. Yes. Why should we care? If, if you're Fortune is diminished because you I don't I don't care if you lose it, I really don't care. I don't care if you lose a Germany, I don't care if you lose to to Monaco. Like what does this have to do with me? I don't care China specific though because they're appealing to your racism like like if it was to Germany, everyone to be like lose to Germany. Like what the what the hell well one day it could be Nigeria. I don't know what's happened to be China. We already we already got rid of Jack Dorsey because he wanted to go to Africa for a minute, right? Like, I mean, this is just outrageous though, I why do I care about your wealth? And your, I do like that they named Eric Schmidt. But here's the next headline, palantir. CEO, Alex karp. They don't name him but volunteers CEO says. Z can either have a social life at age, 20, or be successful, but they can't do both. Right. And what and does he does, he Define. This is like the meritocracy. Does. He Define successful successful is like, well, being personal Welling for Alex karp. Isn't it working for Alex? And it is personal. Well, yeah, because it's that success like, yeah. Like there's no other version of success in which I'm happy healthy and have a family that I love. Like there's there's no other. I think they're I think the Rhode Island School design. Just shut it school down because they can't none of their students down or more on. Yeah. How about this Charlie Kirk? Oh, Heaven. Forgive bid, we say anything negative about Charlie Kirk anymore but Charlie could, this is the headline Charlie Kirk had a message for the over two million unemployed gen z n e e, t men. I don't know what's that. I didn't look that up, not employed or something, you don't need college to make. Dreams happen. You know this is what his uh his his Dopey wife, who is now taking over the Dopey organization. It's basically like modern-day Clan. I guess she also she agrees. They were talking about that we had to turn our back on feminism and women should be just staying at home and not getting jobs. She has three degrees. She is getting her doctorate in Bible studies as we speak so I guess it's good enough for Erica, but not good, not good enough for you. Yeah, man, is not employed, not being trained or whatever, but, but like, the advice that Charlie Kirk had a long way with Alex. Karp. And all those billionaires. How is you don't need college. Oh, you don't need college, how are they gonna do that? And it's fine. I don't think everyone needs to go to college, but I also I'm not a spouse in a position where I saying, that no one should go to college disagree with you on that one but I think like, go get a vocation learning, is the most important thing you can do for your life. Like, yeah, I must say Anything wrong with, I'm fully support trade schools, and all the vocational schools as well. But but if you have the aptitude, there's a lot more going on at College than just learning how to work. I don't want you to go to college is because that's where things happen ethics. Yeah, we're like things that you might say, studying other cultures suck like yeah, you might studying history, other cultures have other genders having forbid, you learn about the world around. Here's another one, black rock CEO. Larry Fink said, America could Dodge this entire mint crisis by encouraging people to work longer. That's that one's true, right? I like that. Look like are you die? Are you will Dodge a retirement crisis? Yeah. Sacrifice your work. Life balance. You cannot have a social life. Don't need college to make your dreams happen. Work along and as hard as possible. The last two really got to me. Yeah. Wait before you get to that, don't you think the cruise ships? CEOs are angry about all this, like who's gonna be buying all these cruises? If everyone's working all the time, there is the last two, don't try to be funny at work. Unless you want to risk your job and any chance of ever getting promoted management. Professors say, well that actually might be true because you know, we didn't exactly become CEO of msci and and our current company can't seem to to sell to certain organizations because they're they are worried that we we joke around too much about boards and directors and CEOs you have to take everything super serious, let me ask you something. If you showed up to work, your grueling 12-hour day of work with no social life and no work life balance. You didn't get a college degree and not smile and black rock CEO said, you need to work until you're 84 until you're dead. And these professors are saying if you joke you'll get right? Yeah, what is that? There's no more Jimmy Kimmel anymore. So I can't, what am I a joke about? And then I realized there is a solution and it's the last headline, McDonald's is super sizing. Its value menu to win back average Americans, could it be a sign of trouble ahead McDonald's for who, for the, for the average American Idols? Yeah. So now we're doing is we're saying you're working so hard. We're gonna make it slightly cheaper for you to get the worst possible food in the history of food, that you'll be that you'll be, you still be hungry 10 minutes later because it's not actual nutrition. So, that's, this is what, this is, what we're up again. We stopped to ask all is not because that's clearly the winner to me. That's what I want to mention this. Last number four, the last one, which is girls stop apologizing for doing your jobs. Like this is the, yeah, you're, this is the one that I tease. I hate, I hate that this keeps happening, because I saw the headline Cracker Barrel. CEO apologizes for Logos store changes. Here's what she said in the state, why is she apologized? We conducted Extensive research to inform our strategic plan. So here's what happens. She's the CEO. She's incredibly smart. She's overqualified you know her name. I can't remember. It's Vanessa something know, look at you. Yeah, I fail. Look it up, blonde. When I'm telling you what she said. I don't, I don't I don't have Google Julie, Messina. That's what it is. Um she worked her whole life to get here. Women are only brought in and see CEOs to clean up a mess. Cracker Barrel has been in steady failing for the last 10 failing years. Nobody goes to Cracker Barrel. Why would you brought in his CEO to turn it around? She was a turnaround CEO, which is another way only there because fail, right? Like that's another way of saying that she starts this job. This, turn around job by doing extensive research. I actually fully believe that they researched. And what she goes on to say, is, well, what cannot be captured in data is how much our guests see themselves and their own story in the Cracker Barrel experience, which is What's led to such a strong response to these changes translation. We had no idea how racist you were or how fucking racist. These concerns, you know what controls are. You. Okay, I'm gonna push back on your first statement. I actually don't, I don't, I actually don't think the bulk of these people who go there are horrible racist. I, I think the second point is more important that we have figured out a way to amplify the voice of the very, very, very very, very, very small minority of true racist control and we're conflating that into this is what Americans think that that all Americans, you know, agree. That they're angry but nobody cares about the Cracker Barrel's. New sign, they just want better food, better prices probably better to core, but maybe clean up the freaking bathroom. That's what people care about. Stop apologizing, come out and say I agree with the right choice based on extensive research that if you were a reason that if you trolls targeted us and turned it into a culture war is the real tragedy. Cracker Barrel is here for its customers. The customers who come here, don't care what's on the sign, they care about how they feel when they're here. Like you not to mention that on his head. I was a pretty, they hired me, because I was a president for five years, a very successful restaurant called Taco Bell. I mean, I say It restaurant, kind of tongue and cheek, and a very successful drug dealer company called Starbucks, and that's why they hired me, because I know what success looks like, and your company was failing. You brought me in to fix it and if I had come and if I hadn't come and tried to fix things, your your beloved company would be bankrupt. Anyway, like all the other similar restaurants that go bankrupt every year, we've been covering the amount of bankruptcy in the restaurant industry for years. Now, the only thing that made me happy was the fact that she didn't apologize for everything in the history of the company. Like, Vanessa Hudson at Qantas. Did you remember? We covered this like two years ago where she gave, she was like, it's impressed day. One day one, she was like I would like to apologize for everything that's ever happened in the history of everything and in fact served her so well that they had a data breach just recently and She had her pay cut as a result of the data breach, well, no, man in the history of men have ever seen up taking responsibility. Yeah, for for, something like that. So when let's stop at, let's go make a joke out of this. Yeah. Oligarchs Disney. The, the stain your lane to every average American and girls stop apologizing. I'm not gonna make a corny joke even though I know you told me I'm not supposed to try to make jokes at work, but because you stole my I don't know if you know this but you still rightfully. So rightfully. So you stole my headline news of the week. I'm very glad you pointed out this this, this horrible new trend of, you know, CEOs telling people basically work until you die. Just go to shut. Don't go to college is working. Shut up. All right, that's asshole. Yes, absolutely. All right, Let's do let's get out of here. It's headlines. Winners predictions we can well faster now, Okay, I'm gonna go quickly here. I had a bunch of stuff here but I'm gonna focus in on one thing. First of all, I did have the palantir headline, I did have the X Google CEO, Eric Schmidt headline. I'm gonna I'm not gonna focus on this. I want to focus on this funny, little tidbit of a headline, Michelob, Ultra overtakes Modelo, Especial as best selling. Yes, I want to focus on on it because of this is because the reason why this is even a headline is because what they're referring to is, that Bud, Light is no longer the number one beer in America. Why is that game time? Uh, because again, speaking of racist, internet trolls, that they started some war against Bud Light because they handed a can of Coke to Dylan Mulvaney, right. I can't appear, can't a Bud Light. Can a beer, Karen butter, light and people, since they hate trans people, hate gay, people hate women. They hate people of color. They hate everything. They America, the American Media conflated this into the all-americans, hate these things. And so let's, let's stop by Bud Light. But here's why I'm pointing this out. The company that owns Bud Light is Anheuser-Busch Anheuser-Busch inbev, it's a Belgian Company. The company that owns Michelob Ultra is the same company Anheuser-Busch in bulb. So so, you stupidly just are, are still making that company Rich. You're just buying a different beer, I mean, you're just, you're it's an idiot idiotic. I mean, congratulations for not following through on your ESG, research to figure out that you shouldn't buy. How many trans people had a can in there? Yeah, that's where they. I mean, just the whole thing is just didn't do any ESG, research, stupid stupid. I have two one to troll you and one because I picked it, the one I picked is Black Swan author in a similar lab. Says your city's new bike lane is the reason the economy sucks. Okay. Is this the one, the troll me? Because I hate everything that has to do with you either. This doesn't this Black Swan. This isn't even the troll. No, Black Swan books. What's the other one I hate is that The other guy, the other pseudo intellectual writes. All these books about. Yeah, I know what you were talking. I can't remember. I don't like any of those books. Look, that's not even the troll. This is the troll. So bike. Lanes are ruining America. Like he's saying when you're investing in bike lanes, you've you've hit this place where you're doing lifestyle Investments, and not growth Investments and whatever. Yeah, it's some argument. There was another interesting to me. Yeah, but he did have a quote in their trust. The world has bike Lanes, but America he called she's a Trump's tariffs Force resources into lower margin activities. Likening the policy to asking a brain surgeon to do some gardening two days a week to avoid being ripped off by professional gardeners. I like that quote anyway, but here's the one Detroit you and this is going to troll you. The headline is Tesla, the biggest meme stock ever expert, says too much emphasis on the magic wand of Musk. Yeah, that expert is Jeffrey sonnenfeld. That's who they, that's who said it. So he's, he's angry. He's so he heard so we doesn't like or does like he said that, he said that Tesla is a meme stock. This payback is ridiculous, and he said, is this one just said, quote, there's too much emphasis on the magic wand of musk. The same guy could be a wizard wizard, like, Yes, the same guy. Come on, son. Felt you saw the reason why I make fun of you so much. So it feels you sound like us, like aren't you? You're like, you're the dude from Yale. Learn it everywhere. I see your name. It's always attached to Yale and being a professor. So like why do you sound like us? Why do you sound like a, like a pundit, like an Internet troll? And we have more data than Jeffrey, sonnenfeld has I know it's actually a lot more who on the week for you. My winner is, let me see if I can pronounce this. It's the drug called I boo Prof. I boo. Oh, I oh, I don't know. I can't say. I will add Oh no. Advil is. An American. It's a British company. Oh damn, America First ruined again. Well, it's it's isn't Advil. The winner here though, Advil. Well, first of all, it's not Advil, that's the winner. It's the company Hellion, that's the winner because we can't say ibuprofen. Yeah, right. Yeah, I have no idea how to say my winners Jimmy John's YouTube channel because Lord knows nobody can watch the show on television. Yeah, his YouTube channel blew up as a result. So I bet I actually still haven't watched. It was very, it was a good. I like Kimberly, I don't care. Yeah, I like him, I don't watch him but he seems, he's, I mean, and they're in like Paradox. I care is right to say stuff, but I also don't, I don't care. I don't actually seek it out. So, yeah, production, let me go first the prediction because mine is Jimmy town, and all, I sorry, Jimmy Kimmel and Tylenol related. Jim, here's my prediction. Jimmy Kimmel Takes Tylenol on are whoa, causing causing all remaining ABC, Affiliates to replace him with family appropriate TV and that's an episode of Law and Order. Special Victims, Unit, which covers sex-based crimes, IE violence against women. So, that's, that's more important. That's family based TV. Right, let's talk about, let's, let's look at commercialize violence against women and sensationalize that. Yeah, that's the greatest prediction you've ever made. My prediction is this Victorious is I saw this headline Victoria's. Secret ditches woke Rebrand and vows to return to unapologetically sexy Roots. After reading this headline, I think Webster's Dictionary finally changes its definition of woke from. This is what it says politically liberal or Progressive as in matters of racial and social justice, especially in a way that is considered unreasonable or extreme it changes it to anything including fat chicks. Oh goes black people, engaged, that's all we got, that's our show. That was hazelnut Ross. I'm here we are free float. Like this. We are actually doing a doubleheader. Go get proxy countdown which are their show. It's a little bit more serious and we're kind of having fun with it. It's about proxy season, we'll do that today. You go check out shareholder Primacy with Mike Levin and Anne Lipton. They covered this week, that covered a whole bunch of stuff next week, they're doing arbitration. It's unbelievable stuff. And it's like it's like going to law school and she's a law professor so that makes sense. Come back and get those until then good. Bye.