Group Chat

Happy Mother's Day! Tonight, Drama and Dee discuss the wildly packed and eventful sports weekend. Then, they discuss Crypto crashes and volatility, Michael Saylor’s Bitcoin margin call, Coinbase's NFT bet, America's 10 most moved-to cities, and Dee's possible Elon-style move on Peloton.

Timeline of What Was Discussed:

• Happy Mother’s Kathy’s Day! (2:08) 
• Recapping the MONSTER sports weekend. (12:28) 
• Ad Break: mParticle. (27:40) 
• Are you still betting on the crypto dream? (29:16) 
• Coinbase’s bet on NFTs is not going as planned. (39:23) 
• Tim Cook is a genius! (46:10) 
• For Meta, it’s getting real out here. (50:57) 
• Americans flocked to these 10 cities last year. (53:26) 
• Will Peloton attract a big-name acquirer?! (56:44) 
• Group Chat Shout Outs. (1:00:47) 

Related Links/Products Mentioned 

• Formula 1 was acquired by Liberty Media for $4.4 billion in 2016, and it's now one of the fastest-growing sports globally. 
• ‘Drunk’ Drake Had Nothing But Jokes After He Crashed Jack Harlow’s Kentucky Derby Interview 
• Eddie Bauer x Christopher Bevans Illustrates the Passion for Outdoors 
• Rich Strike wins Kentucky Derby 2022 on 80-1 odds. Was he the biggest long shot ever? 
• mParticle 
• ‘Extreme Fear’ Crypto Crash Suddenly Wipes $200 Billion From The Price Of Bitcoin, Ethereum, BNB, XRP, Luna, Solana, Cardano And Avalanche — Forbes 
• A Bitcoin margin call. If the world’s leading cryptocurrency drops below $21,000, Michael Saylor’s MicroStrategy will be forced to pay up — FORTUNE 
• Will Coinbase's Bet on NFTs Go Wrong? — TheStreet 
• Bored Ape Yacht Club - Collection 
• AirPods is a hell of a product… wonder what the earnings/margins would look like! 
• Meta rescinding offers for engineers, it’s getting real out here 
• Americans flocked to these 10 cities last year — and none are in New York or California 
• Why Peloton Interactive may not attract a big name acquirer — Seeking Alpha

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Today, Anand and Drama dig deep into the coming recession. Then, they discuss Elon's investor posse, Miami's F1 parties, Drake's deal with UMG, and more. Finally, the gentlemen share their Winners, Losers, and Content Recommendations.

Timeline of What Was Discussed:

• It’s red everywhere! (1:52) 
• What happened to the roaring 20s? (17:47) 
• Elon does WHATEVER he wants. (28:53) 
• What makes the guys nervous about the Dave Chappelle ‘tackle’ seen around the world. (40:10) 
• Drake signs a MASSIVE new deal. (50:35) 
• Winners, Losers, and Content Recommendations. (57:13) 

Related Links/Products Mentioned 

• US markets plunge, wiping out Fed-rally gains 
• Elon Musk lists 18 investors who have committed $7bn of equity 
• Dave Chappelle Tackled, Slammed on Stage at Hollywood Bowl by Man with Gun 
• Man who tackled Dave Chappelle on stage won't face felony charge 
• Drake Signs New Label Deal Estimated to Be Worth Around $400 Million - Report 
• Music Review: NAS WITH THE LA PHIL (Disney Hall) 
• Nas: Time Is Illmatic (2014) - IMDb 
• Watch Ozark | Netflix Official Site 

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Today, Anand and Dee discuss the Supreme Court's bombshell leak, Buffett's big spend, Powell's rate hike, Labor's massive opening, Starbucks' earnings, and The Met's top stars.

Timeline of What Was Discussed:

• The court of public opinion v. the law of the land. The guys share their reactions to the draft opinion that suggests the court is poised to overturn Roe v. Wade. (1:06) 
• Ad Break: Leisuretown. (18:09) 
• “Be fearful when everyone’s greedy and by greedy when everyone’s fearful.” (19:15) 
• Jerome Powell is making your life tougher quarter by quarter. (27:11) 
• No one is trying to go back to work! (30:10) 
• What bothers conservative’s the most about the Met Gala? (33:42) 
• Why Dee loves Starbucks. (40:21) 

Related Links/Products Mentioned 

• The draft opinion suggests the court is poised to overturn the landmark Roe v. Wade case that legalized abortion nationwide. 
• Visit Leisuretown for an exclusive offer for Group Chat listeners! **Promo code GROUPCHAT25 for 25% off** 
• Warren Buffett Tells Shareholders About Spending $51 Billion 
• The Fed is expected to raise rates by a half point. Investors wonder if it will get more aggressive 
• Employers post record 11.5 million job openings in March 
• Nine Years Ago, The Met Gala Theme Was "Punk.” 
• Key takeaways from Starbucks Q4 FY21 earnings results 

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Tonight, Drama and Dee discuss who has the biggest CACs, Drama's Pop's content platform of choice, Amazon's Headwinds, Bored Ape's new coin, Buffett's rebuff, surging prices, and Pete Davidson's comments on Kanye.

Timeline of What Was Discussed:

• What will be the first “luxury” item to go for you? (1:41) 
• Is Amazon showing a dip alarming?! (13:12) 
• Are we at the end of the ‘everything is e-commerce’ conversation? (22:18) 
• Ad Break: Lo Siento Tequilla. (27:05) 
• It’s a rich man’s sport now. (29:31) 
• Why Warren Buffett DOESN’T believe in Bitcoin. (39:27) 
• Pete Davidson is on cloud 9. (44:37) 
• Group Chat Shout Outs. (49:42) 

Related Links/Products Mentioned 

• Surging prices force consumers to ask: Can I live without it? 
• Amazon: Overvalued And Lots Of Headwinds (NASDAQ:AMZN) 
• Nike's direct-to-consumer model 'isn't what it's cracked up to be' - Latest Retail Technology News From Across The Globe - Charged 
• Visit Lo Siento Tequila for an exclusive offer for Group Chat listeners! Use code GROUPCHAT20 at checkout for 25% off. 
• Bored Ape Metaverse Frenzy Raises Millions, Crashes Ethereum 
• Warren Buffett gives his most expansive explanation for why he doesn't believe in bitcoin 
• Pete Davidson Responds to Kanye West Comments at Netflix Comedy Show — The Hollywood Reporter 

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Today, the whole gang discusses the US' GDP shrink, Meta's soaring stock and its first retail store, Snap's flying camera, and Apple's earnings.

Then, Sneaker Steve joins Dee and Anand to discuss ALES GREY™, Los Angeles' purpose-driven, sustainable foot-tech company launched in 2019.  The company was founded by global footwear expert @sneakersteve Patiño after being in the industry for over 25+ years. His family inspired him to launch this company to create the best circular eco-friendly footwear for the planet now and future generations, with collections available for women, men and kids.

After that, the gentlemen drop their Winners, Losers, and Content. Check it out!

Timeline of What Was Discussed:

• Recession bells are ringing! (1:37) 
• Is this the dumbest move by Facebook/Meta? (15:02) 
• Will the Pixy be another flop for Snap? (22:30) 
• Has retail trading gotten ahead of itself? (25:47) 
• Would you risk your side hustle to return to the office?! (30:40) 
• A Group Chat exclusive interview with Sneaker Steve. They discuss Ales Grey and its impact on the environment. (35:35) 
• Winners, Losers, and Content Recommendations. (52:12) 

Related Links/Products Mentioned 

• US GDP falls in first quarter as surging imports knock down growth 
• Facebook parent Meta's stock is soaring today — here's why 
• Amazon stock plunges after company issues disappointing revenue forecast 
• Facebook-owner Meta to open 1st retail store in Bay Area next month 
• Snap launches a $230 flying camera called Pixy 
• Snapchat’s Evan Spiegel dismisses Facebook’s metaverse as ‘hypothetical’ 
• Robinhood Shares Crater After Dismal Earnings, Monthly Active Users Fall 10% From A Year Ago 
• Apple beats estimates with record Q2 earnings: $97.3 billion revenue 
• 64% of workers would consider quitting if asked to return to the office full-time 
• Shop ALES GREY Online | Nordstrom **Special Promotion: First 50 Kathy’s who purchase a pair of clogs, screenshot your confirmation page, and DM @alesgrey on Instagram get a pair for free!** 
• ALESGREY™️ (@alesgrey) • Instagram  
• Archegos founder Bill Hwang arrested, charged with fraud 
• Plain English with Derek Thompson Podcast - Why Are American Teenagers So Sad and Anxious? 
• Watch Formula 1: Drive to Survive | Netflix Official Site 

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Today, Dee and Anand discuss the Twitter takeover, the US market's slashing, the national drop in home sales, Times Square's comeback, and Beijing's shutdown.

Timeline of What Was Discussed:

• It’s a done deal for Elon and Twitter. (1:04) 
• The Stock Market is in a free fall! (17:24) 
• Are people finally accepting real estate might go down?! (37:25) 
• PepsiCo, satisfying your needs. (39:17) 
• Ad Break: mParticle. (43:25) 
• Is Time Square making its comeback?! (45:35) 
• Interest in the elite colleges is higher than ever! (50:21) 
• Group Chat Shout Outs. (1:00:07) 

Related Links/Products Mentioned 

• Elon Musk’s Twitter plans are a huge can of worms 
• Stock Market Falls Ahead of Alphabet, Microsoft Earnings 
• Beijing Orders Citywide Covid-19 Testing as Fears of Lockdown Spark Panic-Buying 
• Robinhood to Cut 9% of Staff After Hyper-Growth Period 
• Home prices jumped nearly 20% in February, but slowdown may be coming, S&P Case-Shiller says 
• Sales of New U.S. Homes Drop to Lowest in Four Months 
• PepsiCo raises revenue outlook as earnings beat estimates despite higher costs 
• mParticle 
• Times Square Plots Its Comeback, and It Looks Like Las Vegas 
• To Get Into the Ivy League, ‘Extraordinary’ Isn’t Always Enough These Days 
• Flamingo Distributors (@flamingo_distributors) • Instagram 

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Tonight, Drama and Dee discuss Elon's latest tweets, Nike's digital sneakers, Old Navy's cut, Banana Republic's shutter, Lululemon's new buyback program, Manscaped's quarterlies, Pickleball's chokehold on America, and Kaitlyn's bust at the Ivy Leauge.

Timeline of What Was Discussed:

• It’s a different vibe when it's hot. (1:55) 
• When inflation hits the Group Chat crew. (4:30) 
• Pickleball is a good example of people DYING to get outside. (14:30) 
• Elon is untouchable! (20:32) 
• Did Nike miss the NFT craze faze? (27:33) 
• Dee has been “Steeve'd” on his options. (32:34) 
• Are you trading in your used Lululemon for cash? (38:18) 
• Breaking down the Manscaped financials. (45:48) 
• So, you think your Ivy League worthy?! (50:28) 
• Ad Break: Lo Siento Tequila. (1:02:09) 

Related Links/Products Mentioned 

• Pickleball, a paddle sport with a whimsical name, is becoming big business 
• Tesla CEO Musk hints at 'moving on' from Twitter takeover bid 
• Tesla Shows That Orders For Its Cars Spiked After The Super Bowl 
• Nike and RTFKT’s First Digital Sneakers Have Landed 
• Old Navy chief is out 
• Banana Republic to permanently shut websites in Europe 
• You can trade your used Lululemon for cash 
• MANSCAPED™ Reports Fourth Quarter and Full-Year 2021 Financial Results 
• To Get Into the Ivy League, ‘Extraordinary’ Isn’t Always Enough These Days 
• Visit Lo Siento Tequila for an exclusive offer for Group Chat listeners! Use code GROUPCHAT20 at checkout for 25% off. 

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Today, Dee and Anand discuss Elon's new Twitter offer, Tesla's massive profits, Boring Company's new round, Netlfix's numbers, CNN+'s quick sunset, Snap and the markets, Carvana's decline, Desantis' Disney attacks, Bhad Bhabie's OnlyFans bag, and this week's Winners, Losers, Content!

Timeline of What Was Discussed:

• Allergy Dee. (1:18) 
• Why Elon is the GOAT. (5:15) 
• What happened to Netflix?! (20:10) 
• Who wants to watch the news anymore? (28:59) 
• The stock market is toast, huh? (32:26) 
• Quality companies are quality companies. (37:57) 
• Disney and Florida are in the most EPIC battle. (42:55) 
• OnlyFans is HOT! (47:04) 
• Winners, Losers, and Content Recommendations. (50:55) 
• Group Chat Shout Outs. (58:55) 

Related Links/Products Mentioned 

• Elon Musk exploring Twitter tender offer, lines up $46.5 billion in financing commitments for takeover bid 
• Tesla record profit blows away estimates 
• Boring Company raises additional $675 million as investors chuck money into holes in the ground 
• Why Bill Ackman gave up on Netflix just three months after buying the stock 
• CNN+ will shut down April 30, just one month after launch 
• Snap reports ‘challenging’ quarter that missed sales and profit estimates 
• Carvana saw hindered sales volume growth in 'challenging' Q1 
• Florida legislature passes bill repealing Disney’s special tax status — The Washington Post 
• Bhad Bhabie Claims She's Made $50 Million on OnlyFans, Says She's Over 'Cash Me Outside' References — Complex 
• Mike Tyson appears to hit fellow airplane passenger 
• Severance | Apple TV+ 

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Today, Dee and Anand debrief their Coachella weekend! Then, the gentlemen discuss Elon X Twitter, stock splits, the unionization effort at Apple, Chick-Fil-A franchisees, Afterpay's bust, Hypebeast's SPAC, Russia's filtered TikTok, China's supposed economic growth, and the menu item returning to Taco Bell.

Timeline of What Was Discussed:

• (1:06) Dee and Anand recap their biggest takeaways from Coachella weekend. 
• (21:35) Find your bubble! 
• (26:50) Ad Break: Liquid IV 
• (28:17) Don’t put Elon Musk in a corner. 
• (33:04) Why stock splits mean NOTHING! 
• (35:18) Do you see a world where Apple stores go away? 
• (42:36) Bad debts are looming at Afterpay. 
• (47:50) So, you want to be a Chick-Fill-A franchisee?! 
• (51:46) The real implications of the Russia/Ukraine war. 
• (56:05) Are SPACs out of favor? 
• (58:32) Blockbuster TikTok news! 
• (1:00:11) Is China messing with GDP numbers? 
• (1:03:02) Taco Bell has always been at the forefront of great marketing. 

Related Links/Products Mentioned 

• Visit Liquid IV for an exclusive offer for Group Chat listeners! Promo code GROUPCHAT at checkout** 
• Musk says Twitter board will be paid nothing if he acquires the company — CNBC 
• Stock Splits Show Less is More in Today’s Market 
• Apple retail union organizers want to be paid at least $30 per hour 
• All-In Podcast E76: Elon vs. Twitter 
• The average sales per franchised Chick-Fil-A restaurant (not located in a mall) was $8,142,257 
• Bad debt blowout fuels massive Afterpay loss 
• Online advertising feeling the weight of macro concerns in 2022 - MKM — Seeking Alpha 
• Streetwear bible Hypebeast is coming for the $6 billion sneaker resale market 
• TikTok created an alternate universe just for Russia — The Washington Post 
• China’s Economy Expanded 4.8% in First Quarter, Beating Expectations 
• World Bank slashes global growth forecast to 3.2% from 4.1%, citing Ukraine war 
• Taco Bell fans get their way; Mexican Pizza returns May 19 

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Today, Dee and Anand layout their Coachella plans, then, the gentlemen discuss Elon's bid for Twitter, Peloton's subscription fee shuffle, Amazon's gas and inflation surcharge, Tinder's festival mode, and this week's Winners, Losers, Content.

Timeline of What Was Discussed:

• Coachella, we back! (1:11) 
• The BLOCKBUSTER news of the century! Elon vs. Twitter. (15:33) 
• Peloton continues to falter. (29:54) 
• People are spending less money. (31:42) 
• It’s a bad sign for small businesses when Amazon is affected by inflation. (37:05) 
• The highly anticipated Ethereum upgrade is coming! (38:30) 
• Tinder to launch Festival Mode. (40:42) 
• Winners, Losers, and Content Recommendations. (44:25) 

Related Links/Products Mentioned 

• Elon Musk says he’s ‘not sure’ he’ll be able to buy Twitter after $43 billion bid, teases a plan B 
• Stratechery by Ben Thompson 
• Elon Musk talks Twitter, Tesla and the future at TED2022 
• Peloton is raising subscription fees while cutting prices for its Bikes and other equipment 
• Peloton is increasing its subscription fees 
• Retail Sales Rise 0.5% in March Amid Soaring Inflation 
• Amazon CEO Andy Jassy says costs from pandemic, inflation and war are too high for company to absorb 
• Amazon adds 5% 'fuel and inflation surcharge' to seller fees 
• Highly-anticipated Ethereum upgrade date will be sometime after June 
• Tinder is launching a new feature called Festival Mode 
• A$AP Rocky accused of cheating on pregnant girlfriend Rihanna 

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