Topics & People
A live podcast event announced by the hosts, scheduled for December 7th, 2024, at the Palace of Fine Arts in San Francisco.
A topic analyzing the multifaceted issues behind Starbucks' recent downturn, including operational failures, brand dilution, market saturation, and external threats like changing consumer habits.
A prominent statistician, election forecaster, and writer who runs a Substack newsletter.
A legendary macro investor who publicly criticized US fiscal policy and the Treasury's bond market interventions.
A renowned hedge fund investor whose market analysis is cited, particularly his view that 'all roads lead to inflation,' which supports a bullish case for assets like gold and commodities.
A business theory suggesting that companies decline when the original founder's vision and passion for product and experience are replaced by a management style focused purely on metrics, efficiency, and cost-cutting.
An economic condition where a company has exhausted its growth potential in a given market, having captured the maximum number of customers and revenue, leading to stalled growth.
Former CEO of Starbucks who relocated out of Washington to avoid new taxes.
The current CEO of Starbucks, formerly of Taco Bell and Chipotle, who is implementing a turnaround plan focused on simplification, operational efficiency, and improving the customer and barista experience.