The Best One Yet - đ âKars 4 Kimsâ â Formula 1âs girlfriend bet. Robinhoodâs platinum card. Iranâs Insider Predicting. +Burger King bites back
Episode Date: March 6, 2026Formula 1 racing starts tomorrow and it comes down to 3 biz keys⌠Cadillac, Apple, and Kim Kardashian.Robinhoodâs $695 Platinum Card is made of *real* platinum⌠but can it out-Amex your assets?1...6 people made $100k betting on the War in Iran⌠This is the first ever Predictions War.Plus, McDâs CEO is being roasted⌠by all its burger competition. We mean **product. $FWONK $HOOD $GMBuy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making todayâs top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
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This is Nick. This is Jack. It's Friday the real Friday. March 6th, the day after Jack's birthday.
Today's pod is the best one yet. It's a T-boy. The top three pop business news stories you need to know today.
But before the pod yeties, we still got tickets to our Washington DC show next Wednesday. Grab them right now.
Our special guest is Kara Swisher. The show is Wednesday, March 11th at the Arlington Draft House. We got tickets. The links in the episode description.
By the way, Jack and I are also grabbing dinner the night before the show,
and we need your local recommendations, your ex.
Yes, where should we dine in the District of Columbia?
Let us know.
Hit us up in the comments or the DMs on the Instagram over a T-boy pot.
And if we pick your recommendation, we're inviting you to join us.
We're going to invite case wish to.
But Jack, three fantastic stories for today's show.
What do we got for the T-boy?
For our first story, the F-1 racing season begins tomorrow.
And F-1 stock comes down to three business keys.
F-1, it comes down to Cadillac, Tim Cook,
and the Kardashians.
For our second story, Robin Hood just launched their own platinum card made with actual
platinum metal.
Literally.
So Jack and I, as always, whipped out the MX and did the credit card calculus for you.
And our third and final story, $533,000.
Wow.
That's the amount of profit made by one insider betting on the war in Iran.
The war in Iran.
This will go down in history as the first ever predictions war.
But yeties, before we hit that wonderful mix of stories.
I mean, what a mix. Love the mix to go into the birthday weekend, Jack.
Everyone's talking about the biggest beef in beef.
Oh, the McDonald's taste test, macastrophe. We told you about it earlier this week.
The CEO of McDonald's awkwardly ate a burger on TikTok, and it was so cringed.
So cringed. The stock has fallen 4% since.
Jack, I did a story on that burger. Oh, I'm sorry, not burger. On that product.
Product. But here's the plot twist.
McDonald's's competition is jumping on this moment like a McFlurdy.
Get this. Burger King CEO published a video.
crushing a whopper till his veins burst. Wendy's CEO took a huge bite like 10 times bigger than
McDonald's nibble. Even the CEO of A&W Canada got in on the fun. Canada! He invited the
McDonald's CEO out to lunch to show him how to actually eat a burger. Up in Toronto, but best he's
one Yeti named Serenie noticed one fascinating detail in this story. The McDonald's CEO that's
being roasted by the internet right now, he has the most charmingly corporate resume of all time.
Honestly, it's adorable. He's a Duke undergrad with a Harvard MBA.
Then he was a consultant at BCG and a product manager at Proctor and Gamble's soap division.
Then he sold water at Pepsi and was even president of Kraft Heinz ketchup.
You couldn't write this for a movie better, Jack.
No wonder he calls the burger a product.
This man's been indoctrinated in TPS reports for 30 years now.
His native tongue is actually corporate jargon.
Jack, I heard his birth certificate doesn't say when he was birthed.
Says when he was launched.
It wasn't signed by a nurse. It was signed by HR.
But besties, Jack and I got an idea here.
We think McDonald's should lean in on the joke,
should support their CEO.
They should rename the Big Mac, the big product.
Honestly, embrace Chris's unique food review style.
It's a thing.
Yeah, start selling bite-sized burgers and call him CEO sliders.
Yeah, it is.
We told you this before.
Never throw a crisis in the trash.
Don't have it your way.
Have it his way.
Really tiny and awkward.
He's a kale guy.
You can't blame him.
Jack, let's do our three stories.
years before this song. Two boys from the Northeast met in the dawn. They had an idea to cause a
cultural storm. It's the best one yet, but the best is an norm. Jack, 50%. That's a fat tip. Tea boy
city on your at list. If you know, you know, because we're ready to go. We can't wait no more,
so just start the show. First, a quick word from our sponsor. Our first story. The 2026 Formula
one season begins this weekend and the world's most European sport is turning American.
Since expectations are incredibly high, F-1 shareholders should be nervous.
Yeties, most Americans, you first heard about F-1 from Talladega Nights, the Ballad of Ricky Bobby.
Remember, Jean-Girard from Formula E?
Uh, not possible, jet.
Well, as recently as five years ago, F-1 was pretty much irrelevant here in the United States.
But now we are enjoying season 8 of Netflix's Drive to Survive, the soap opera-style reality racing show.
Drive to Survive is HBO's hard knocks?
True. But for pistons and chassis, not football and chaffing.
Yeah, it's more fabricated drama, more wheels, and more wax.
Oh, and a gift to the producers of season 8?
This is so good. What a rumor, Jack.
If rumors are true that Lewis Hamilton is dating Kim Kardashian.
I mean, Jack, the devil works hard, but Chris Jenner works harder.
And if the real-life abs of the F-1 drivers on Drive to Survive didn't get your attention,
then Brad Pitt's abs definitely did.
Because Apple's F-1 movie is nominated for Best Best Best.
picture in next week's Oscars. The F-1 movie is actually the highest grossing sports film of all time.
It beat the Mighty Ducks. So Apple decided to parlay that box office success into a legit media deal with
F-1. Get this, all F-1 races this season are being streamed on Apple, starting this Saturday,
tomorrow in Melbourne, Australia. Put that stock on the Bobby. So, besties, that's all about
F-1 and Tim Cook and the Kardashians. But F-1's evolution, it isn't just digital, is it, Jack?
The key is that F1 made an investment in the United States, IRL.
Yeah, yeah, like they stopped sipping Perrier champagne
and they started pounding the pale ales over here.
Now, yet, he's Formula One, they've had a U.S. Grand Prix for decades.
It's been in Austin since 2012.
But then F1 added a race in Miami in 2022,
and then in Las Vegas in 2023.
Add it all up, the United States now has three of the 24 F1 races this season.
Jack, can you sprinkle on more context, please?
That's more than any other country pass.
Sorry, Schumacher.
And one last reason Americans should finally pay attention?
We finally got a team.
That's the other key.
On Sunday, F1 debuts its 11th ever franchise, Team Cadillac.
General Motors Cadillac brand paid $450 million to become the 11th team of Formula One.
And the reason Cadillac is splurgeon just to be in F1, well, the reason is bling.
Cadillac has become the profit puppy of General Motors' portfolio, up-leveling the brand's luxury.
That's right.
First, we told you last year, Cadillac sponsored the U.S. Open.
Now, we're telling you Cadillac is in Formula One.
What's next?
Paris Faction Week?
I mean, where's it going to stop?
It is luxury by association for the Cadillac strategy.
And that strategy just led to Cadillac's best full year of sales in a decade.
And best sales year for the escalate since 2006.
When every rapper was driving on 22-inch rims.
Cadillac saw Ferrari at the pit stop.
It said all of what he's having.
So, Jack, what's the takeaway for our?
Our buddies not for stopping over at Formula A.
Underdogs have upside.
Favorites have expectations.
Now, Yetis, we gotta sprinkle on some financial context here.
F1 was bought by Liberty Media in 2017 for $4.4 billion.
Today, it's worth $22 billion.
Because Formula One got spun off into its own publicly traded stock.
You can buy Formula One, literally.
And that stock is up 16% per year since its acquisition,
which is twice as good as the rest of the stock market.
I got their foot on the accelerator, and the hype is very high.
In fact, we'd argue a fantastic 2026 season for F1 is built into the stock price.
How do we know?
Well, F1 stock right now is trading at over 44 times its earnings per share.
That is expensive, Nick.
Oh, yeah.
So expectations are high for success.
But you know who that reminds us of?
It reminds Jack and I of Major League Soccer.
Four years ago, the hype that F1 is feeling today was being felt by Major League Soccer.
Another long-overlooked sport in America that got a popular TV series,
Ted Lasso, and an Apple TV deal.
But it hasn't worked out great for MLS since.
Not totally.
Fewer people watched MLS on Apple than they used to watch MLS on cable TV.
Yeah, ESPN, cable TV, they got a built-in big audience.
Sport fans, they're still trying to figure out how streaming works.
So F1 could similarly disappoint this year, like MLS did,
despite the really high expectations.
Basties, Formula One has gone from underdog to face.
favorite, and you see it in the stock price. Wall Street expects them to triumph this year.
And that makes us nervous. For our second story, Robin Hood just went platinum, literally.
They got a credit card? It's actually made of real platinum. Nick, but Robin Hood stole from the rich
to give to the poor, right? That's correct, Jack. This Robin Hood is also trying to serve the rich.
Yes, and we will ask if that's possible. But yeties, last time we covered Robin Hood was back in
February, and it was actually our top performing episode in the entire month on YouTube.
Because Robin Hood was launching the People's Venture Fund. The People's Venture Fund,
it actually IPOed last night, Robin Hood Ventures, and it's supposed to begin trading today.
It's a bundle of private stocks, but publicly trading. It's like Andreessen Robyn Hood Horowitz,
kind of a thing. But here's the new news, besties. On the opposite end of the financial
spectrum, Robin Hood just launched a platinum credit card. And the venue they announced it at was
important. A former TWA terminal at JFK Airport. And that's because this is a travel card. They went
full method acting on this thing. Robin Hood is joining American Express and Chase to offer a credit
card that makes you feel fancy at the airport lounge. But Basties, as we should point out,
with lounge access, comes a hefty annual fee of $695. This is the biggest fee Robin Hood's ever
charge by far. Oh, it is Jack, and they need it. Yeah. Because since the crypto ice age set in,
it has frozen Robin Hood stock, which is down 50% in just a few months.
Trust us, we're feeling it.
Yeah, we've stopped looking at our Robin Hood app.
Let's put it down.
Actually, I haven't opened it in three weeks.
But besties, back to the new Robin Hood Platinum card.
Jack and I did the money math, the credit card calculus,
and the MX style arithmetic for you.
The question, as always, is the fee worth it?
$695, what do you get in return?
Basically, what is the perks break even if I get this thing?
So if you get this thing, you don't just get the VIP feeling of being in an
overcrowded United Club that you weighed 30 minutes in line just to get into, and you only have a
15-minute layover. Yeah, and then you have to spend 10 bucks on a Diet Coke. No, what you get with this on the
perks is $250 in DoorDash credit, $500 in hotel credit, $300 in travel credits, and $250 in
autonomous ride credits. You get a complimentary or ring subscription, too, plus one medical memberships.
5% cash back on flights, 10% cash back on hotels and rental cars if you book on Robin Hood's travel.
Robin Hood says that all those perks add up to $3,000 a year. So if you use all those perks,
it easily pays for the $695 annual fee. And Jack and I do that credit card calculus. The same is true
of Sapphire and Amex's platinum cards as well. With these really expensive cards, it's worth it
if you use the perks, which sometimes they make it jump through hoops to take credit for.
There's friction in the if, and that's why you got to find it. But Bessies, what Jack and I find
fascinating is the signal sent by the price.
perks. Because each of these premium credit cards is acting like a social club of sorts. You see,
unlike the New York City-based Chase and Amex, Robin Hood's credit card seems to be signaling a Silicon
Valley lifestyle. $250 for taking Waymo's to your one medical appointment. And that's all tracked
on your free aura ring? I'm sorry, Jack, that's the unicorn of 90% of San Francisco. Yeah,
that Venn diagram, it overlaps the entire Bay Area. Besties, this perk war, it is like any price war. It
all comes down to which lifestyle brand you want to be with more. So Jack, what's the takeaway for our
buddies over at Robin Hood? Can Robin Hood also be Prince John? Yet he's, Robin Hood disrupted finance
10 years ago by eliminating fees. They let anyone buy stocks, even people with just 10 bucks in their
bank account. But now they're making a move that's in the opposite direction, a literal platinum
card that you can only access if you have $700 to pay. And that's not all. Also this week,
Robin Hood launched products for a person very different than the typical Robin Hood trader who you're probably picturing.
They launched their family investing experience, which includes custodial accounts for minors and stock gifting for kids.
And according to Bloomberg, the White House is considering Robin Hood as a custodian for their new Trump baby accounts.
So we've said that you must either grow with your customer or try to stay the same age.
Robin Hood seems to be trying to do both.
Also, Jack, Robin Hood stole from the rich to give to the poor, but now Robin Hood's serving the poor and serving the rich.
Robinhood is trying to get the holy grail of becoming an everything store for everyone in finance.
But that leads to our question for you before we take a commercial break.
What is it, Jack?
The company that killed finance fees just introduced one of the biggest fees in finance.
So is Robin Hood embracing maturity or abandoning its values?
Drop your thought in the comment.
Now a quick word from our sponsor.
For our third and final story,
16 different people made 100,000 bucks in profit by predicting the U.S.
would strike Iran, which reveals how easy it is to trade on state secrets. This will go down in history
as the predictions war. Yeties, let's go back one week from today, February 27th, a day before the
United States and Israel attacked Iran. What was happening, Jack? A surge of huge bets were hitting
Polymarket all at the same time. Polymarket, the world's largest prediction market. You've seen it for
elections for sports. You can even bet on the next, sorry, predict the next James Bond. Any future event can
become a prediction market on polymarket, including war. And in this particular case, the bet was that
when will the U.S. attack Iran? And on February 27th, 150 different accounts wagered $1,000 or more that Iran
would be struck by the United States the very next day. Okay, Jack, pause the pod for a second.
Who would bet a thousand bucks that the United States would attack Iran by 24 hours from now over
breakfast. People who knew that that would happen. Get this, Yetis. One person on
call sheet walked away with 553 grand making that bet, that exact bet. And the account went by
Maga my man. So guys, we don't really need to paint much more of a picture here, do we, Jack?
These aren't predictions. Those were examples of knowledge-based bets. Yeah, that wasn't like
150 people with a crystal ball. That was 150 people with classified information. So Yeties,
add it all up, this is a smoking gun example of the biggest problem in the predictions
market business model, insider trading. Or as Jack and I like to call this new phenomenon,
insider predicting a bet based on secret information. Now to sprinkle on some context,
in the stock market, this is called insider trading and it's illegal. Oh, Bassey, if you got some
material non-public information and trade on it, the SEC will hunt you down and spank you if you buy
or sell a stock on it. You can end up in jail because that's unfair and it hurts the integrity
of the market. But predictions are not regulated. The industry is still figuring out what to
do in real time. Now, last year, insider predicting got some attention. We covered it on the pod,
but they were mostly insider trading events related to sports. Hey, it was like a trainer, saw LeBron
limping in practice, made a bet against the Lakers, that kind of a thing. But when predictions
involve classified government information, Nick? Clearly, people with highly classified information
from the Situation Room opened up their phones to place bets on military intelligence that only
they had. If you're Cuba, you should watch the prediction market for
will the U.S. attack Cuba? And if you see a surge in yes bets, that means an attack is coming.
That's why Bestie's profiting off state secrets doesn't just hurt the integrity of the whole market.
That's a national security risk right there.
G.I. Joe and James Bond probably wouldn't do it. But a 23-year-old D.C. staff are making
60 grand working for a senator. They could make doubled their salary by trading off their classified
information. And it's legal. They're not even going to get in trouble for it.
Yeah, it's all getting figured out in real time. That's why a bunch of senators just proposed
a ban on people in Congress and their staffers from doing this kind of thing.
So, Jack, what's the takeaway for all our buddies over in the predictions markets?
This is the first predictions war.
Yeties, the history of technology can be chronicled by the wars that were first documented by them.
The Civil War was the first to be photographed.
World War II was defined by the radio, both for the troops listening and the president speaking to the public.
Vietnam was the TV war. It brought the battlefront to the home front in color.
Jack, in 2011, we had the Arab Spring.
That was the Twitter War.
The Middle East unrest was tweeted 24-7.
And now the war in Iran is the predictions war.
And Basties, it is bringing more attention than ever
to an glaringly obvious problem with this brand new technology.
Insider predicting.
I knew you'd say that, Jack.
But did you bet on it?
Come on, I shut up.
Sorry, predict.
Predict.
Jack, could you whip up the takeaways for us going into your birthday extended weekend?
Formula One's first season with an 11th team.
Cadillac begins tomorrow in Australia. F-1, it's gone from underdog to favorite. It's gone from
upside the expectations. For our second story, Robin Hood launched a literal platinum card with a
$695 fee and airport lounge access. Robin Hood gave to the poor. Now they're given to the rich as well.
And our third and final story is prediction markets. They awarded obvious government insiders,
huge profits for bets made in military attacks. Insider predicting. Some doom made 500 grand.
The Civil War was documented by cameras.
The Iran War will be documented by predictions.
But besties, this pod's not over yet.
Here's what else you need to know today.
First, Warren Buffett's successor took over the famous investing business at the beginning of this year
and a fun detail about his early moves.
Greg Abel is taking his entire Berkshire salary and buying one stock, Berkshire stock.
Yeah, this CEO, Greg Abel.
He makes 15 million bucks a year and he is buying 15 million bucks of Berkshire stock.
bullish move. He's trying to signal to the market that this is a great stock you should buy it
too. It's also signaling to the market that, wow, this guy must have a lot of savings.
It's a lot of signals. And second, have you noticed that Uber and Lyft rides feel a little more
expensive lately? Well, you're right. According to grid-wise, Uber and Lyft prices jumped by
10% on average last year. Get this, the average Uber or Lyft ride is now $23.66, which is
data we would give three stars to. Not happy about it. And in this economy, we're no
Noticing because a majority of customers are reducing the number of rides as a result.
And finally, call a plumber because we got a leak.
David Barr is allegedly getting into ice cream.
David, the protein brand that we interviewed the CEO of, there was an ice cream truck
outside of a food expo with an enormous ripped cow on the side of the truck.
There's a lot for you to visualize here yet.
There is a muscle-bound cow on an ice cream tuck with a David Barr logo that says they're selling pints for 30
grams of protein in a scoop. Only two grams of sugar, so it's consistent with their like protein efficiency
model. First was bars, then codfish, now the protein maxing on the Sundays. Remember, they're not a
product company. Their goal is to be a category. And if true, huge. No time for the best fact yet,
which to send you into the weekend. We got to talk about your comments on yesterday's pod,
don't we, Jack? Okay, we asked you yesterday, what are some other famous phone numbers? Of course,
Soldier Boy told us. How do we miss this one, Nick? I mean, six seven,
8-9-8-2-12, Jack.
Or how about Mike Jones?
281-3-30-80-80-4.
Jack, what about J-G Wentworth,
1877 cash now?
We also asked you to share
what my ticker symbol would be
as it was my birthday.
Yeah, and honor Jack's birthday,
what stock ticker symbol would he be?
And Jack, are you ready for these?
Can I read these to you?
Okay, V-E-S-T.
Vest.
I'm investing.
C-R-S-P.
Cahoo-His-E-R-E-R-E-R-U-C-U-B-1.
That's a round-up situation,
but I appreciate it.
Q-B-B-2.
Maybe more accurate.
Okay, I love fact because you know I love fact checking the pod.
And then finally, PODF.
What does that stand for, Jack?
Podfather.
If you know, you know.
Yiddies, you look fantastic going into the weekend.
And if you're looking to give someone a gift, Jack and I owe exactly what you should get them.
Tickets to the show Wednesday in Washington, D.C., actually Arlington Virginia, just outside Washington.
We got K-Swish hanging with us on the pod.
It's going to be, it is a rock show of business news.
You're going to have a blast with us in D.C.
It's a 90-minute show.
And we do the full pod plus the guest interview, plus a bunch of segments that only the live audience gets to experience.
Date night, bring someone, you're going to impress them.
You want to get a promotion?
You bring your boss?
You're going to impress them.
You want to bring a date?
Trust us, you're going to impress them.
Yeties who snack together, stay together.
They got the link in the episode description.
We'd love to see you Wednesday.
Grab those tickets in the episode description.
Jack and I will see you Monday.
Before we go, a happy birthday to the legendary Krovici Kramer, Brooksie.
He is a straight-up meat-stick protein bar of a three-year-old right now.
Brooks weighs 39 pounds.
Wilder weighs 41 pounds.
Wilder is almost twice the age of Brooks.
Yeah, that gives you an impression of the dimensions of this jazz.
Daddy's, we're measuring Jackson's weight in bench presses.
And second, we got Jeff the woodworker Buxton down in Conroe, Texas.
He made the bedside table nightstands for his family, and he's celebrating a birthday.
Happy birthday to Mariana Tran, turn him 40 in San Diego, California.
And Axel Patel's got a ninth birthday down in San Mateo, California.
Happy birthday to Graham Lewis in Vancouver, Canada.
And Zell and he, double birthday with his puppy over in lovely Los Angeles.
Happy birthday to Bruce LaRario in Windsor, Connecticut.
And Rachel Brock, enjoy the birthday in Cordillane, Idaho.
Happy 62 to Rob Brager in Richmond, Virginia.
And Alex Dressler, happy Oceanside, California birthday.
And happy birthday to Cassidy Mallor, celebrating with a swim in Lake...
Uh, hang on a second.
Chagagagagagagagagagagamaga, maga, maga, boogga, boogga, boogoooooooooooooo.
Is that what it's called there?
You stuck the landing on it, Jack.
And Eric Simisek is kicking butt
renovating his first home over in Cleveland,
Rome on the lake.
And a good luck to Keanu Lai
taking their first section
of the CPA exam in California.
You got this.
We'll see it for part two soon.
And to anyone else celebrating something today,
make it a T-Boy.
Celebrate the wins.
This is Jack.
I on stock of Netflix,
Lyft, and Berkshire Hathaway,
and Nick and I both on stock of Apple
and Robin Hood.
