This week hosts Brett Schafer and Ryan Henderson start with their stories for the week. Everyone seems to be raising money this week through bond offering and we might just get to see the largest IPO in history with Saudi Aramco (2:00). WeWork was also in the news this week for all sorts of reasons, but with most the talk about their possibly doomed IPO (7:00). We interview brand strategist and portfolio manager of the Rational Dynamic Brands Fund (HSUTX), Eric Clark (15:00). After the interview we dig into our Hot Water for the week (42:00), a fintech FMK (47:00), and our Anecdotal Evidence (51:00). We wrap things up with our Succession Episode 5 recap (54:00).