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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)
The archives are every episode older than two years — most were never published in a feed. They are fully searchable; listening needs a free account.
All shows Business Pants (655) Proxy Countdown (80) Shareholder Primacy (75)

The archives — over two years old (525)

Business PantsOct 25, 2024
FRIDAY WRAP: McDonald’s had a week, Southwest’s board “shakeup”, Boeing’s board get sued, and Techno Optimism revisited
Proxy CountdownOct 25, 2024
How much should a director get paid? Lam Research, plus WiseTech’s board capture and Southwest’s board shakeup
Business PantsOct 22, 2024
POP QUIZ: Roblox, female leadership, HSBC’s glass cliff CFO, and Jana vs. Lamb Weston’s econ majors
Business PantsOct 18, 2024
FRIDAY WRAP: CVS’s board coup, Zuck’s firing spree, and “social independence” board fines
Proxy CountdownOct 17, 2024
Is Parker Hannifin the most parochial board ever? Also, Pfizer’s activist “defense” and Champions Oncology’s superstar
Shareholder PrimacyOct 16, 2024
Climate change, and the activist battle at Pfizer
Business PantsOct 15, 2024
THE GOOD GAME: EV sales are UP, E.L.F.’s “Not So White Paper”, GSK’s $2.3bn settlement, Musk confuses Vegas
Proxy CountdownOct 11, 2024
How should we evaluate board skills quiz, plus Pfizer and Air Products activists, and Zoom’s happy CFO
Business PantsOct 11, 2024
FRIDAY WRAP: Pfizer’s Yale backer, Boeing’s intransigence, and Hindenburg’s Roblox hellscape
Shareholder PrimacyOct 09, 2024
One person committees, and how activists think
Business PantsOct 08, 2024
BIZ NUGGETS: Toyota’s DEI flipflop, not WeWork WeWork, AI > climate change, and the Buzzfeed obsession
Business PantsOct 04, 2024
FRIDAY WRAP: Dockworker strike/unstrike, Texas stock exchange is not woke, and parrots fight back
Shareholder PrimacyOct 02, 2024
Section 10(b) claims, TSLA director say-on-pay
Business PantsOct 01, 2024
QUIZ: Texas Stock Exchange’s DEI board, CVS activist, Schwab’s new CEO, and Weight Watcher’s new CEO
Proxy CountdownSep 30, 2024
The Big Vote at P&G, plus Commerzbank’s glass cliff, Elliott vs. Southwest, Masimo’s loss, and ConAgra’s oops
Business PantsSep 27, 2024
FRIDAY WRAP: CommerzBank’s new crystal waterfall CEO, ex-Boeing CEO Dave Calhoun’s last laugh, OpenAI’s flipfloppers, and Jamie Dimon says
Shareholder PrimacySep 25, 2024
TripAdvisor, Shareholder Proposals
Business PantsSep 24, 2024
GOOD GAME: Female director mandate in UAE, Cards Against Humanity vs. Musk, and Amazon’s transpo problem
Business PantsSep 20, 2024
FRIDAY WRAP: 23andMe board resigns, Tyson food’s “smart beef” lawsuit, anti-ESG law killing proxies
Proxy CountdownSep 20, 2024
The Big Vote at FedEx (the Fred Smith show), plus 23andMe is now just me, and shakeups at Nike
Shareholder PrimacySep 18, 2024
Moelis and Delaware; advance notice bylaws
Business PantsSep 17, 2024
BIZ NUGGETS: Boeing’s strike costs 3 Dave Calhouns, Robby Starbuck < board cowards, and Musk makes men own 100% again
Proxy CountdownSep 13, 2024
The Big Vote at Darden, plus Starboard shakes Southwest, Norfolk Southern’s CEO problem, and a board draft
Business PantsSep 13, 2024
FRIDAY WRAP: Alan Shaw’s fun times, Southwest has no board left, D&D AI, Deere’s DEI hypocrisy
Shareholder PrimacySep 11, 2024
Updates from Tesla, and universal proxies in 2024
Business PantsSep 10, 2024
THE GOOD GAME: Southwest’s board shakeup, Norfolk’s CEO gone, one Peltz off Wendy’s, and Newsmax’s IPO
Business PantsSep 06, 2024
FRIDAY WRAP: VW’s ex CEO trial, Hasbro is a healthcare company, shorting testosterone, and big oil curriculum
Proxy CountdownSep 05, 2024
The Big Vote at General Mills, plus Starbucks poaches a burrito and Intel is pre-activist concerned
Business PantsSep 03, 2024
BIZ NUGGETS: DEI u-turns, AI and Facebook hear you cough, Calhoun’s giggle in space, and ESG proposal zero support
Business PantsAug 30, 2024
FRIDAY WRAP: Telegram’s Durov arrested, Starbuck’s new remote worker, DEI coward data, Musk threatens a judge
Business PantsAug 09, 2024
FRIDAY WRAP: Musk’s pay vote, OpenAI’s new board bro, Google’s monopoly, market meltdown, vegetable health care, and cybertruck google eyes
Proxy CountdownAug 08, 2024
Proxy Season Preview: Board knowledge and skill votes, plus board appointment fails, fake CEOs, and activist updates
Business PantsAug 06, 2024
GOOD GAME: Musk’s montessori play, Google’s antitrust, and woke-free zones, plus unfettered board intelligence
Business PantsAug 02, 2024
FRIDAY WRAP: Boeing’s new CEO, Amazon’s assassination sales drop, unelected directors, machism is so IN, and Zuckerberg’s swear
Proxy CountdownAug 01, 2024
2023-24 PROXY AWARDS, including best performing director, best proxy match, and board you want a beer with
Business PantsJul 30, 2024
Who’s Fault Is It Anyway? Director’s behind headline, plus the DEI-iest boards in the US
Business PantsJul 26, 2024
FRIDAY WRAP: Kamala, Boeing guilty of fraud, solar production boom, and bony boneless wings
Business PantsJul 23, 2024
BIZ NUGGETS: Boeing Starliner gets “closer”, Palmer Luckey’s car mansion, and DEI presidents, plus a list of boards as old as Trump
Business PantsJul 19, 2024
FRIDAY WRAP: Crowdstrike’s dual class, Roaring Gen Z, DEI cutting board members, and Tesla’s coffee mug problem
Proxy CountdownJul 18, 2024
Top and bottom director performance, plus Southwest’s proxy fight and director perks
Business PantsJul 16, 2024
GOOD GAME: Record EPA penalty, OpenAI board moves, human games at Nintendo, and hippos
Business PantsJul 02, 2024
GOOD GAME: Prescription vapes, 5:1 CEO ratio, climate in exec pay, proxy perks, and IMMUNITY DIRECTORS
Business PantsJun 28, 2024
FRIDAY WRAP: Chesky’s AI friends, Gilead’s HIV shot, dual class Dolans, philanthropy washing, and a Giant Wiper
Proxy CountdownJun 27, 2024
The Big Vote at Snowflake, plus Tyson gets replaced, a zombie at Veeva, and declassifying wins
Business PantsJun 25, 2024
BIZ NUGGETS ft Tesla’s Giant Wiper, Starliner’s one way trip, AI triple meetings, Dolan hires self, an Autodesk quiz, and sidelining nerds
Business PantsJun 14, 2024
FRIDAY WRAP with Tesla’s vote, Supreme Court’s fakeout, Tyson’s heir, and Disney’s 3D chess
Proxy CountdownJun 13, 2024
The Big Vote at Delta Airlines, plus Musk’s vote “leak”, and Eli Lily and Alphabet’s CFO trade
Business PantsJun 11, 2024
THE GOOD GAME featuring carbon offsets, Apple AI, and AI pizzas, plus airline board skillz and Vivek’s BuzzFeed shoulda list
Business PantsJun 07, 2024
FRIDAY WRAP: Jewish female climate scientists win, Robyn Denholm’s payday, indestructible metal, and anti-woke stock exchanges
Proxy CountdownJun 06, 2024
The Big Vote at Target, plus Musk’s blackmail, investors not named Mark, and director trade-ups
Business PantsJun 04, 2024
BIZ NUGGETS, featuring Darren Woods feels bullied, renewables are energy Ozempic, and which board has more skills
Business PantsMay 31, 2024
FRIDAY WRAP: Exxon wins, Vivek’s dual class education, bird flu in alpacas, and Helen Toner says we were right
Proxy CountdownMay 30, 2024
The BIG Vote at Tesla, plus investors keep forgetting who sets pay and Crown Castle’s proxy win
Business PantsMay 28, 2024
THE GOOD GAME, with DOJ vs. Live Nation, Glass Lewis says no to Elon, and a director throwdown: Top Five CEO Payers
Business PantsMay 24, 2024
FRIDAY WRAP: OpenAI week, CalPERS vs. Exxon, Meta’s AI bro board, and Google’s blinker fluid
Proxy CountdownMay 22, 2024
The Big Vote at Meta, or how to deal with dictators, plus updates from Exxon and Tesla
Business PantsMay 21, 2024
BIZ NUGGETS featuring Boeing investors, Exxon’s board, OpenAI vs. ScarJo, “superalignment”, and a “pointless director” list
Business PantsMay 17, 2024
FRIDAY WRAP: Boeing’s AGM is embarrassing, ISS changes its stance on CEO pay, and E.L.F. Beauty’s Dick campaign
Proxy CountdownMay 16, 2024
The Big Vote at Chevron, Exxon, and Shell, plus a big AGM roundup
Business PantsMay 14, 2024
THE GOOD GAME including carbon capture, EU ESG rules, and Tesla parking lots, plus E.L.F.’s “Richard” power on boards
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Data as of Oct 14, 2026