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PODCAST

Market Outsiders

Management Consulted

Welcome to Market Outsiders — where business news meets real insight, fast. Two days per week, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.

business business news

All Episodes

28:25

The Skill AI Can’t Replace & Home Depot’s Power Play...

Market Outsiders ·

2025/06/30

Fresh off a week in NYC, Namaan and Jenny Rae kick off today’s episode with reflections from a top-tier consulting conference, where storytelling was named the critical skill AI can’t replace. They break down why the ability to build trust and communicate with clarity is essential across industries. Next, they share behind-the-scenes moments and key takeaways from Case Camp, where aspiring consultants dove into real-world business cases. You’ll hear what impressed the team, what surprised th...

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19:24

Delaware in Decline? How States Are Competing to Win...

Market Outsiders ·

2025/06/24

Why are companies rethinking Delaware as their go-to for incorporation? Namaan and Jenny Rae break down how states like Texas, Nevada, and Oklahoma are making aggressive legal and tax moves to lure corporate business. They also explore the growing trend of state-level competition and what it means for founders, investors, and economic growth. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe on YouTube ...

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18:44

What This Weekend in the Middle East Revealed About...

Market Outsiders ·

2025/06/23

Tensions in the Strait of Hormuz dominated headlines this weekend, but what does it actually mean for oil prices, markets, and investors? Namaan and Jenny Rae unpack the potential ripple effects of shipping disruptions, debate the future of domestic energy production, and explore why Israeli markets are rising despite regional conflict. Plus, they share how great investors think in second and third order effects and what questions you should be asking this week. Join Market Outsid...

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24:32

Can Home Depot Stop QXO’s $5B Hostile Takeover of...

Market Outsiders ·

2025/06/20

A high-stakes showdown is unfolding in the building supply world. In this episode, Jenny Rae and Namaan break down why QXO is making a $5B hostile bid for drywall distributor GMS - and why Home Depot has jumped into the fight. They unpack what a hostile takeover really means, who holds the power behind the scenes, and how the battle could reshape contractor distribution in the U.S. Plus, they discuss fresh signals from the Fed and whether a July rate cut is now on the table. Join ...

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18:36

Meta’s $100M Power Play, My Kids' Startup Lessons,...

Market Outsiders ·

2025/06/18

Jenny Rae goes solo in this episode to unpack 3 timely topics. She kicks off with surprising business lessons from her kids’ popsicle stand, dives into Meta’s aggressive $100M offers to poach OpenAI talent, and breaks down what the Fed isn’t saying in its latest market signals. From startup grit to macro pressure, this episode connects the dots between homegrown hustle and global headlines. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Man...

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26:46

Chase Sapphire Reserve Fee Hike: Smart Strategy or...

Market Outsiders ·

2025/06/17

JPMorgan Chase just raised the annual fee for its popular Sapphire Reserve card by 45%. In this episode, Jenny Rae and Namaan break down what the new perks really offer, whether the value justifies the price, and what this move signals about Chase’s broader strategy. Plus, they weigh in on the struggling state of JetBlue and what it might mean for a potential United takeover. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consult...

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25:38

Inside Starbucks’ Turnaround and the Jobs Data You’re...

Market Outsiders ·

2025/06/16

Starbucks just brought 14,000 store leaders to Las Vegas as part of its turnaround strategy under CEO Brian Niccol. We unpack the key moves, from operational changes to union resistance and long-term growth plans. Plus, a surprising look at youth unemployment and why recent data suggests it's getting harder to find a job if you're just starting out. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe on Y...

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25:06

Why Oil Spiked 10% And What Dumplings Teach Us About...

Market Outsiders ·

2025/06/13

Oil prices surged 10% overnight - what does it mean for inflation, the Fed, and your wallet? We break down the economic ripple effects of rising energy costs and why it’s more than just a headline. Plus, we unpack the business genius behind Din Tai Fung, the dumpling chain quietly pulling in $27M per location with a model that defies fast-casual norms. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe o...

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18:42

Inflation Expectations vs. Reality: Decoding the...

Market Outsiders ·

2025/06/11

Markets are up, inflation is steady - but something isn’t adding up. In this episode of Market Outsiders, Namaan and Jenny Rae unpack the disconnect between inflation data, market reactions, and media narratives. Is the economy actually cooling off, or are we just telling ourselves it is? Hit play to cut through the noise. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and...

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19:38

Paramount’s 3 CEOs and 18K Employees?! | The Real...

Market Outsiders ·

2025/06/10

In today’s episode, Jenny Rae and Namaan dig into the surprising scale of Paramount’s workforce amid fresh layoffs - and the eyebrow-raising fact that the media giant is led by three CEOs. But that’s just the jumping-off point. The duo zoom out to explore a staggering market insight: while fewer than 4,000 companies are publicly traded in the U.S., over 60,000 private firms are backed by PE or VC. It’s a revealing look at where business activity really happens - and why Market Out...

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29:43

Jobs Day Delivers - Why the Market’s Stronger Than...

Market Outsiders ·

2025/06/06

It’s Jobs Day, and Market Outsiders is here to break down what the numbers actually mean. Namaan and Jenny Rae unpack why May’s employment data points to a surprisingly strong economy - despite all the noise in the headlines. They challenge the “chaotic economy” narrative, explore sector-level shifts, and highlight what most investors and operators miss in labor data. Plus, a closer look at Lululemon’s stock plunge - does it really come down to tariffs, or is something deeper going on? ...

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18:36

Why Kimberly-Clark Is Selling Tissues - and What...

Market Outsiders ·

2025/06/05

Today on Market Outsiders, Namaan and Jenny Rae unpack Kimberly-Clark’s surprising move to sell its international tissue business - and what it signals about strategy, cash flow, and global growth. Plus, a rare rate cut from the European Central Bank raises deeper questions about inflation, energy, and the future of innovation in Europe. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe on YouTube Connect wi...

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22:46

Dollar General’s Surprise Strength - and What It...

Market Outsiders ·

2025/06/04

Today on Market Outsiders, Jenny Rae and Namaan break down Dollar General’s unexpected earnings beat - and why the real story goes deeper than tariffs and trade-down shoppers. They also unpack the latest private jobs data, challenge consensus thinking, and explore what contrarian insight really looks like in this market. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jen...

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22:41

Hims & Hers Goes to Europe (June 3, 2025)

Market Outsiders ·

2025/06/03

On today’s Market Outsiders, Namaan and Jenny Rae explore the surprising global play by Hims & Hers. What does this expansion say about the future of telehealth and the evolution of modern DTC businesses? From category growth to customer loyalty, they unpack what makes this move worth watching. Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jenny Rae on LinkedIn

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26:16

Wrigley Field's Business Model and Why Farmers Are...

Market Outsiders ·

2025/06/02

In today’s Market Outsiders, Namaan Mian and Jenny Rae Le Roux dive into two unexpected business models hiding in plain sight. First, they break down the economics of ballparks - from the charm of Wrigley Field to the trade-offs cities make when subsidizing stadiums. Is the nostalgia worth the cost, or are taxpayers footing the bill for billionaires? Then, they explore the surprising reality of modern farming. Jenny Rae shares insights from running multiple working farms, and the duo unpacks ...

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28:37

Meta Enters the Defense Game and United/JetBlue Make...

Market Outsiders ·

2025/05/30

In today’s Market Outsiders, Namaan Mian and Jenny Rae Le Roux break down two big moves in tech and travel. First, Meta dives into defense, partnering with Palmer Luckey’s Anduril to build extended reality headsets for the military. It’s a full-circle moment, with echoes of the Oculus acquisition and Meta’s shift toward long-term, government-backed revenue. Next, they unpack United and JetBlue’s new gate swap at JFK and Newark. Is it a smart strategy - or a lifeline for JetBlue? And could thi...

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21:27

NVIDIA Beats and Avocado Supply Spurs Demand (May 29,...

Market Outsiders ·

2025/05/29

In today’s Market Outsiders, Namaan and Jenny Rae explore two seemingly unrelated stories - NVIDIA’s blockbuster earnings and a surprising twist in the avocado market - and uncover a common business thread. They break down: Why NVIDIA’s continued dominance reveals both strength and potential vulnerabilityHow California avocado growers are benefiting from more competition, not lessWhat both stories teach us about pricing power, supply chains, and long-term demandFrom AI chips to guacamole, thi...

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18:44

No, McKinsey Didn’t Just Lay Off 10% Of Its Staff –...

Market Outsiders ·

2025/05/28

You may have seen the headlines: “McKinsey lays off 10% of its staff.” But is that really what happened? In this episode, we unpack the viral Financial Times story and cut through the hype to uncover what’s actually going on inside McKinsey. We explore: Why the 10% figure is misleadingHow voluntary attrition, tighter performance standards, and AI-driven efficiencies are reshaping the firmWhat this all says about the evolving consulting landscapeForget the clickbait. This is the real sto...

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20:36

Southwest Ends Free Bags - Last Day to Get Yours!...

Market Outsiders ·

2025/05/27

Southwest Airlines is officially ditching its hallmark “bags fly free” policy—and today is your last chance to book a flight under the old rules. In this episode of Market Outsiders, Namaan and Jenny Rae dive into the business strategy behind Southwest’s seismic shift. Why abandon a decades-old differentiator? Is this a savvy financial play or a risky move that could alienate loyal customers? The duo breaks down: What this change means for Southwest’s operational model and turnaround t...

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24:27

Bitcoin Goes Up and OpenAI Makes a Big Acquisition...

Market Outsiders ·

2025/05/23

In today’s episode of Market Outsiders, Namaan and Jenny Rae break down the latest surge in Bitcoin and what it reveals about crypto’s role in a diversified portfolio. Then, they unpack OpenAI’s surprising acquisition and what it signals about the future of AI, hardware, and market dominance. If you’re looking to stay ahead of where capital is flowing - and why it matters - this episode connects the dots behind the headlines to help you make smarter, more strategic decisions. Join Marke...

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78 results

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