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🎙 Shows

Transcripts & show notes from Free Float Media, searchable and linked to the companies and directors discussed.

Current shows (285)🔍 Search the archives (525)Everything (810)
All shows Business Pants (655) Proxy Countdown (80) Shareholder Primacy (75)

Latest episodes (285)

Shareholder PrimacyOct 21, 2026
Retail voting programs
Proxy CountdownOct 15, 2026
The Great SEC Gaslight, plus Bobby Kotick's and Skydance
Business PantsOct 14, 2026
Boys v. women, geothermal love, asexual fried chicken
Business PantsOct 09, 2026
SEC ❤️oil, Skydance ❤️ sexual harassment, and “masculine energy” company fails
Business PantsOct 06, 2026
GOOD GAME: AI kill switch, underwater solar, Trump accounts
Shareholder PrimacyOct 02, 2026
Appraisal rights; kinds of activists
Business PantsOct 02, 2026
Morally binding agreements, CEO pay manufacture, and Vanguard’s ESG policy
Business PantsSep 28, 2026
Jensen Huang wants you to hate him like other tech bros
Business PantsSep 25, 2026
We told you so, oligarchs, and Jensen pumped gas once
Proxy CountdownSep 23, 2026
The new SEC proposal rules
Business PantsSep 23, 2026
Paul Atkins hates you (a Shareholder Primacy crossover)
Shareholder PrimacySep 23, 2026
The new SEC proposal rules
Business PantsSep 18, 2026
AI hypocrites, EPA and SEC repeals, media skips democracy, and nepo directors
Business PantsSep 11, 2026
Tim Cook’s old new job, light socket crypto, permadirectors at Enphase, and 13G nanny state
Shareholder PrimacySep 09, 2026
Mailbag, Rule 14a-8 Edition
Business PantsSep 08, 2026
Tyson plant closure, Tim Cook still CEO, ISS should fight, Dollar General preach
Business PantsSep 01, 2026
BLAME: Target’s costume, Callaway shoves a woman, Altria’s new director
Business PantsAug 28, 2026
Meta/Mark’s settlement, Target apologizes, and things we used to care about
Shareholder PrimacyAug 26, 2026
Intel fiduciary duty, Voya no-confidence vote
Business PantsAug 25, 2026
GOOD? UHG lawsuit, Gen Z hates AI, Disney vs. FCC, anti-pervert glasses
Business PantsAug 21, 2026
L3Harris’ misconduct problem, Mark’s bad week, the SEC quits SEC’ing
Business PantsAug 18, 2026
L3 CEO out, SEC proposals out, Bezos philanthropy out, Zuck isn’t cool
Business PantsAug 07, 2026
Meritocracy = boys, DOGE fraud, Zuck’s publicity stunt, simple minded governance
Business PantsAug 04, 2026
IN OR OUT: SpaceX earnings, Uber sex assault, governistas, meritocracy
Proxy CountdownJul 31, 2026
CEO Hotseats, plus Cracker Barrel’s CEO leaves and the SEC goes after activists
Business PantsJul 31, 2026
Cracker Barrel hires Herschel, fake apologies, and AI will kill us by 2036
Business PantsJul 28, 2026
Zuck reads your kids to sleep, pervert glasses, and dual class federal elections
Business PantsJul 24, 2026
OpenAI’s rogue AI, Trump’s governance diarrhea, EEOC’s Andrea Lucas hates data
Shareholder PrimacyJul 22, 2026
STOCK Act, Activist SPV Disclosures
Business PantsJul 21, 2026
BLAME: RJK Jr recalls, Zaslav’s summer camp, Target’s Swiss Army execs
Business PantsJul 17, 2026
Tech exec fear, Paul Atkins’ war on you, Jamie Dimon says a lot
Business PantsJul 14, 2026
GOOD GAME: Zuck’s NOT a bozo, social media resistance, women to the rescue
Business PantsJul 10, 2026
Zuck’s tough week, women save climate data, and Sonnenfeld fights for dictators
Shareholder PrimacyJul 08, 2026
Proxy Season Crossover
Proxy CountdownJul 08, 2026
Proxy Season Crossover
Business PantsJul 07, 2026
In or Out: JPM succession team, Nintendo, and iconic CEO clothes
Business PantsJun 26, 2026
JPMorgan week, ESG ratings are back, AI doublespeak
Proxy CountdownJun 25, 2026
Director vote gaps, plus manipulating pay at Costar and “social independence” at Veeva
Shareholder PrimacyJun 24, 2026
Private Ordering
Business PantsJun 23, 2026
NUGS: Zuck’s vending machine offer, Bezos hates everyone, Thiel does ESG ratings
Proxy CountdownJun 19, 2026
Declassify Lululemon, plus anti-ESG losses and big dumb payouts
Business PantsJun 19, 2026
Conservative media dictatorships, manbaby secret clubs, and Zuck has a Casio
Shareholder PrimacyJun 17, 2026
Closed-End Funds at the US Supreme Court
Business PantsJun 12, 2026
SpaceX fetish IPO, Trump’s Chinese phone, beef vs. Ebola, AI religious exemption
Business PantsJun 02, 2026
BLAME: Carnival data breach, Danone methane reduction, GM loses a director
Proxy CountdownMay 29, 2026
Board scenario models at Walmart, plus Amgen won’t move your piano
Business PantsMay 29, 2026
BP’s bully pulpit, index funds hate your rights, Dell buys a contract, and baby name lies
Shareholder PrimacyMay 27, 2026
SpaceX IPO
Business PantsMay 26, 2026
Bezos spouts, CEOs hate employees, SpaceX IPO gaslights
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Shareholder PrimacyMay 20, 2026
Jeff Mahoney, Council of Institutional Investors
Business PantsMay 19, 2026
GOOD GAME: Booing AI, Musk loses, BYD and public transit win, empty Waymos
Business PantsMay 15, 2026
Companies kill benefits, activist wants manly Victoria’s Secret, Buffett turns off the lights
Proxy CountdownMay 15, 2026
Business Roundtable Boards, plus Victoria’s Secret and vote roundups
Shareholder PrimacyMay 06, 2026
Challenging advance notice bylaws, precatory proposal proxy solicitation
Business PantsMay 05, 2026
BLAME: Coinbase’s AI job cuts, Starbucks’ $10 “affordable” coffee, Bezos at the Met
Proxy CountdownMay 01, 2026
Aflac’s Atlanta crew, plus vote avoidance at AIG and Ball Corp’s vote prediction
Business PantsMay 01, 2026
CEOs silent millions, DEI dies, Altman’s sorry, Gorman’s Disney problem, Chip Wilson won’t leave
Shareholder PrimacyApr 29, 2026
SpaceX leaks, independent directors
Business PantsApr 28, 2026
IN OR OUT: New Rexnord and AIG CEOs, Dana White, Autodesk board refresh, Spirit Airlines
Business PantsApr 24, 2026
CEO turnover boom, Texas rejection, and white guy leadership victimhood (man feelings)
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Data as of Oct 14, 2026