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Season 5 — Episode 7

Nike, Walmart, and Costco Defying the Odds, plus Letters from Listeners

Youngme, Felix and Mihir discuss how legacy retailers like Nike, Walmart and Costco have managed to defy the odds and outperform expectations, despite an onslaught of fresh competition. They also respond to more letters from listeners, including questions about President Biden’s $3.5 trillion spending plan and more.

6
Season 5 — Episode 6

Rivian Electric Vehicles, Duolingo, Gingko Bioworks, Moderna, Unicorn Valuations, Facebook, and More

Youngme, Felix and Mihir discuss the red hot IPO market, highlighting a few of the companies reflecting a “sign of the times” including: Rivian Automotive, Duolingo, and life science companies like Gingko Bioworks and Moderna. They also answer a few letters from listeners, including questions about the soaring valuations of private company unicorns, the latest Facebook scandal, and more.