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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)

Business PantsApr 24, 2026
CEO turnover boom, Texas rejection, and white guy leadership victimhood (man feelings)
Shareholder PrimacyApr 22, 2026
TSLA, How activists think
Business PantsApr 21, 2026
Tim Cook steps over, Swiss envy Singapore, Ford’s EV oops, and the corporate groin
Business PantsApr 17, 2026
Allbirds’ pivot, Illinois’ AI law allows nuclear war, Amazon’s dead worker, Reed Hastings steps off
Proxy CountdownApr 16, 2026
Johnson & Johnson’s big swing. Plus, DOW’s new CEO, Snap layoffs, Meta man board
Shareholder PrimacyApr 15, 2026
How proxy votes worked at SBUX
Business PantsApr 14, 2026
BLAME GAME: Microsoft carbon fails, Booking.com hack, Amazon + OpenAI love, Sheriff and Feeler
Business PantsApr 10, 2026
Sam Altman the sociopath, reasons for hope, McD’s CEO says it’s mom’s fault, and men failing up
Proxy CountdownApr 09, 2026
Adobe’s succession vote, plus Paramount’s whistleblower, BP’s new CEO, AI’s proxy tilt
Shareholder PrimacyApr 08, 2026
Precatory proposal at BJ, activism at SNAP
Business PantsApr 07, 2026
GOOD GAME: Activist takes our advice, EPA vs. microplastics, UA union deal, endless shrimp
Proxy CountdownApr 03, 2026
Vote with data top list, plus equity awards, ballooning pay, and activists like dudes
Business PantsApr 03, 2026
Oracle’s bloodbath, Musk’s SpaceX, company “overstaff” gaslight, Jamie Dimon says
Shareholder PrimacyApr 01, 2026
What’s going on at the SEC
Business PantsMar 31, 2026
QUIZ: Air Canada’s CEO step down, Xerox governance, and Starbuck’s investors hate sugar
Business PantsMar 27, 2026
Meta is tobacco, Trump loves French oil, FedEx’s fake tariffs, “blame AI” CEOs, Larry Fink’s anxietywash
Business PantsMar 24, 2026
BAD GAME: Zuck’s AI CEO, Larry Fink worries about capitalism, Grab’s double extra vote shares
Business PantsMar 20, 2026
Return of the OG toxic bros, board pay security blankets, airlines whine, and wishing for EVs
Proxy CountdownMar 19, 2026
Live from CII Spring Conference 2026: Bertram, sausage sandwiches, and Starbucks
Shareholder PrimacyMar 18, 2026
XOM domicile; pending proxy contests
Business PantsMar 17, 2026
NUGGS: Travis Kalanick is back, Peter Thiel takes back, airlines buyback, Starbucks union fights back
Business PantsMar 13, 2026
War on women, war on Iran, war on investors, but Jack Dorsey has a “Love” hat at least
Shareholder PrimacyMar 11, 2026
Another controller lawsuit; proxy advisors and exec comp
Business PantsMar 04, 2026
BLAME GAME: Broadcom pay, McDonald’s burger, Geo Group “coup”, Iran war
Proxy CountdownFeb 27, 2026
Vanguard’s fossil fuel settlement, plus early bonus season and more companies down to 2F
Business PantsFeb 27, 2026
Vanguard cowers, Dorsey’s AI employee apocalypse, Netflix flinches first, and Burger King’s HAL
Business PantsFeb 25, 2026
Good news: Google’s data center, tariff rulings, Trump targets a director, and farmer says no
Shareholder PrimacyFeb 25, 2026
State regulation of proxy advisors
Business PantsFeb 20, 2026
Goldman wipes DEI, AI will wipe white collar work, platforms censor ICE critics, and merit is a gaslight
Business PantsFeb 19, 2026
Business Pants – 2026-02-19
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Shareholder PrimacyFeb 18, 2026
Musk securities fraud; Warner Brothers Discovery update
Business PantsFeb 11, 2026
2026 continues the bro-IPOs, plus OpenAI’s curious sexual discrimination firing
Proxy CountdownFeb 06, 2026
Read the fine print! Plus, Meta mines for Trump friendlies, McRitchie is the only winner, and governance news
Business PantsFeb 06, 2026
Epstein (non)accountability, Disney’s shiny CEO toy, Nike vs. EEOC, Texas oil blacklist is illegal
Business PantsFeb 03, 2026
Epstein execs, Target’s new forceful boss, Disney new CEO, SpaceX mashups, and Pfizer’s inspiration
Business PantsJan 30, 2026
CEOs on ICE, the SEC kills small investors, the manchild economy, and AI navel gazers
Business PantsJan 28, 2026
The feckless Minnesota CEO response: George Floyd vs. Alex Pretti
Shareholder PrimacyJan 28, 2026
Warner Brothers Discovery
Business PantsJan 23, 2026
Jamie Dimon is non-binary, Chip Wilson hates Chip Wilson at LULU, anti-woke winning the proxy
Shareholder PrimacyJan 21, 2026
Mailbag!
Business PantsJan 20, 2026
BLAME GAME: WestJet’s cramped seats, Walmart’s exec planning, SEC proxy voting, Netflix movie list
Proxy CountdownJan 16, 2026
Paramount’s dual class board is a warning sign for merger, plus CEO retention bonanza
Business PantsJan 16, 2026
Brian Cornell and Target’s silence, Bill Ackman’s fat mouth, and the manbaby economy
Shareholder PrimacyJan 14, 2026
What to read in 2026
Business PantsJan 13, 2026
Silence on Minnesota, public oil company graft, Grok’s children problem, where are investors
Business PantsJan 09, 2026
2026 Predictions: corporate governance ghosting, CEO retentions, mass labor movements
Shareholder PrimacyJan 07, 2026
Tesla, activist board nominees
Business PantsJan 06, 2026
Venezuela oil exec takeover, Musk’s child exploitation, rich people are richer, and blowhards predict stuff
Business PantsDec 23, 2025
2025 QUIZ: women on boards, ESG regression, DEI rebrands, plus 2026 headline predictions
Business PantsDec 19, 2025
BP’s new CEO (and failed ex-chair), nepo tantrum at WBD, tech bros say life’s not worth it
Shareholder PrimacyDec 17, 2025
2026 Predictions with Matt Moscardi + Damion Rallis of the Proxy Countdown podcast
Proxy CountdownDec 17, 2025
2026 Predictions with Ann Lipton and Mike Levin of the Shareholder Primacy podcast
Business PantsDec 16, 2025
McDonald’s CEO Kempczinski hates you, Tim Cook gets paid, Ryanair’s O’Leary retires (eventually)
Business PantsDec 12, 2025
No more proxy advice, Lululemon’s succession, CEOs just sayin, and Apple’s new lawyer
Business PantsDec 09, 2025
WHO DO YOU BLAME with Doug Chia: Paramount’s hostile daddy, protein Doritos, Kimmel’s contract
Business PantsDec 05, 2025
Costco does right, AT&T does DEI dirty, robot dog poop, billionaire safety nets
Shareholder PrimacyDec 03, 2025
Proxy Advisors and Activism
Business PantsDec 02, 2025
Dell’s $6bn “gift”, OpenAI’s code red, Costco as moral center, and proxy advisors say no to a director
Business PantsNov 25, 2025
WHO DO YOU BLAME: Campbell’s poor people rant, OpenAI sex bears, Kohl’s succession, Walmart HR
Business PantsNov 21, 2025
Cracker Barrel’s racist investors, no more shareholder proposals, and trigger headlines
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Data as of Oct 14, 2026