The Best One Yet
🧃 “Hold the caffeine” — Four Loko’s return. Europe’s military stocks. Warren Buffett’s fave biz.
Thu, 06 Mar 2025
Four Loko is the #1 malt liquor in America… thanks to the Japanese philosophy of Misogi.European stocks are shockingly beating American stocks this year… because Europe’s building a military.Warren Buffett just revealed his favorite CEO ever… It’s an RV guy who didn’t have a computer.Plus, Monopoly just launched a fintech version of the game (no more cash money)$BRK.B $LMT $SPYWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… The Doritos Locos Taco 🌮. Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.—-----------------------------------------------------Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly. It’s The Best Idea Yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chapter 1: What is Four Loko and why is it making a comeback?
You should strive to do one hard new thing every year because focusing on one challenge makes it more likely that you'll succeed and it unlocks growth. Well, Four Loko does this. They actually introduce one major new flavor every year, and then they build hype around that one flavor for the whole year.
The CMO of the company recently said that they've seen maximum impact with their one flavor a year focus. This year, that flavor for Four Loko is camouflage for 2025. Like the whole marketing budget of Four Loko is camo Four Loko. It's less a flavor and more what the can looks like, right? Just roll with it, Jack. Just roll with it.
Now, Besties, that singular focus, it gave the company clarity and it gave consumers clarity. And it's having the same impact as the Japanese samurai would have wished. Misoki, unlocking growth by committing to one big challenge for the entire year. For our second story, there's only one sector of the stock market booming right now, and that sector is European defense stocks. With the U.S.
withdrawing from Ukraine, Europe is arming itself, and there is huge money in that. Yetis, let's start by sprinkling on a little bit of history. Since the end of World War II, the United States became the de facto military for the whole democratic world. But with the second election of Donald Trump, that era is officially over. Yeah, you saw the news this week.
The United States paused funding for Ukraine to defend itself from Russia's invasion. Which means that Europe has to defend itself against Putin. without America's help. It's not just politics, it's also money because the United States is also prepping tariffs against the European Union, which is going to raise prices in Europe and hurt Europe's exports to the United States.
Pardon my French, Jack, but add it all up and that sounds like terrible news for the entire continent of Europe. It's bad news for France, Germany, the Spanish, the Brits, and of course, the Ukrainians. But yetis, this is what Jack and I found fascinating about this story. It leads to a hero stat you will not believe. European stocks are up because of all this.
Sit down, stand up, and watch the stocks again because U.S. stocks are actually flat since the November 5th election. Europe's stocks over the same period are up by 10%, which is the best in the world. The index of Europe's 600 biggest stocks, it's up 10% since President Trump got elected and started pulling things away from Europe.
And one sector in particular is driving all those gains in Europe, defense companies. European defense companies. Yetis, in America, we got Northrop Grumman, Raytheon, and Lockheed Martin. They are profit powerhouses. Those American companies, they're making the rockets, the grenades, the fighter jets that America and other countries buy.
But now, Europe needs to build its own weapons of war based on what Trump has done with his foreign policy. European grenades, European fighter jets. You thought it was not possible? They got to make it possible now. They got to DIY their own dynamite now. Yeah, they need to basically Bob Villa their own rockets.
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Chapter 3: What does Warren Buffett think about this CEO?
This one is a correction from Yeti Tim Mueller over in Edina, Minnesota. The clarification is how many strikes in a row do you need to get to bowl a perfect 300? A 300 game is something that a Yeti did the other day and we gave them a shout out. And what does that mean? And I asked, I was like, what is that 10 strikes in a row? It's not a correction. I asked the question. That's fair.
It was a question mark at the end. I saw that, Jack. Well, a 300 bowling game means you threw 12 strikes in a row. Wow. One per frame, one through nine, plus three strikes in your 10th frame. And Nick still never made a turkey. He doesn't even know what a turkey is. All I know is every time I'm eating the chicken fingers, my hand doesn't fit in the ball anymore, man.
Are those pins regulation size or what?
Yetis, you look fantastic today. And if there's one thing that Jack would also like for his birthday week, it's for you to ask your buddy, H-Y-H-T-B-O-Y, and send a link to this episode. If you know, you know, and then give us five stars because we love reading each and every review. Nick and I, we'll see you tomorrow. Stocks are up for Jack's birthday, and we'll see you next.
And before we go, a congratulations to Yetis Luis and Maria down in Austin, Texas, who just welcomed their third child. And Luis Jack, he's been listening for years. Congratulations to Luis and Maria. And a shout out to Emma Foyer, a power listener, and the entire Integrated Marketing Communications crew over at Northwestern University. Those wildcats are Yetis.
Happy work anniversary to Walter Thurmond from Tucson, Arizona, who's been working 25 years at Raytheon. a company we mentioned earlier in the show. And congratulations to Savannah Westwood. Happy Professional Pet Sitters Week. You're doing a fantastic job with all those P-U-P-P-I-E's. Happy 40th birthday to Bruce Lorario in Windsor, Connecticut.
And Rachel Brock's turning 40 years old in Coeur d'Alene, Idaho. She's got three baby yetis and the best husband yet. This is Jack. Nick and I both own stock of Apple, and I own stock in Berkshire Hathaway. If you like the best one yet, you can listen ad-free right now by joining Wondery Plus in the Wondery app or on Apple Podcasts. Prime members can listen ad-free on Amazon Music.
And before you go, tell us a little bit about yourself by filling out a short survey at wondery.com slash survey. We want to get to know you.
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