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Business Pants

Free Float Media Inc.

Whether you love business news or feel like you’re supposed to know it but hate it, Business Pants is business news for humans. Snarky and irreverent, deeply researched and factual, a podcast devoted to market quirks and the humans that make up companies. Investing isn’t a what, it’s a who.

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All Episodes

01:09:21

BP’s new CEO (and failed ex-chair), nepo tantrum at...

Business Pants ·

2025/12/19

Story of the Week (DR):Embattled BP replaces CEO, naming Woodside Energy chief as first-ever woman leader of a Big Oil giant MMBP names new CEO — its fourth in 6 yearsO’Neill will replace Murray Auchincloss, after less than two years in the role.BP’s C-suite milestone: Women in both the CEO and CFO seatsMelody Meyer: Chair of the safety and sustainability committeeDame Amanda Blanc: Senior independent directorInterim CEO Carol HowleCFO Kate ThomsonEmma Delaney: EVP, customers & productsKerry

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00:33:16

McDonald’s CEO Kempczinski hates you, Tim Cook gets...

Business Pants ·

2025/12/16

DAMION1In our 'Oracles are fine but emperors and popes are icky' headline of the week. Charlie Munger Warned That BlackRock Holds Too Much Power And Didn't Want Larry Fink Becoming An 'Emperor'“We have a new bunch of emperors, and they're the people who vote the shares in the index funds. Maybe we can make Larry Fink and the people at Vanguard Pope.”In our 'What we do is totally ok but what they do is totally icky' headline of the week. Schwab CEO Rick Wurster Draws a ‘Bright Line’ Between Investing

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00:56:34

No more proxy advice, Lululemon’s succession, CEOs...

Business Pants ·

2025/12/12

Story of the Week (DR):3 from Trump: Trump Orders SEC to Review Proxy Adviser Rules in ESG Rebuke AND Trump signs executive order for single national AI regulation standard, limiting power of states AND Trump says Netflix, WBD deal could be 'problem' as son-in-law Kushner backs Paramount bid Trump directed several federal agencies to tighten regulations on proxy advisers:The S.E.C. was ordered to review rules and guidelines regarding the industry, including revising or rescinding any related to

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00:56:51

WHO DO YOU BLAME with Doug Chia: Paramount’s hostile...

Business Pants ·

2025/12/09

SEC Announces It Will Not Respond to Most No-Action Requests for Rule 14a-8 Shareholder Proposals.Government shutdown - the staff claimed they COULDN’T respond because after the shutdown, they had too much other work to do: “current resource and timing considerations following the lengthy government shutdown and the large volume of registration statements and other filings requiring prompt staff attention.” It just happens to coincide with Atkins saying there shouldn’t be shareholder proposals,

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00:59:27

Costco does right, AT&T does DEI dirty, robot dog...

Business Pants ·

2025/12/05

Story of the Week (DR):Netflix to Buy Warner Bros. in $83 Billion Deal to Create a Streaming GiantThe deal to acquire the Hollywood giant’s television and film studios as well as HBO Max will bulk up the world’s biggest paid streaming service.The acquisition is expected to close after Warner Bros. Discovery carves out its cable unit, which the companies expected be completed by the third quarter of 2026. That means there will be a separate public company controlling channels like CNN, TNT and

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00:55:25

Dell’s $6bn “gift”, OpenAI’s code red, Costco as...

Business Pants ·

2025/12/02

The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I’m matching every rider’s donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning’The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott’s $19 billion

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01:07:28

WHO DO YOU BLAME: Campbell’s poor people rant, OpenAI...

Business Pants ·

2025/11/25

Live from The Hyderabad Public School, a private high school in India which features notable alums 1) Microsoft CEO Satya Nadella, 2) Adobe CEO Shantanu Narayen 3) former Mastercard CEO Ajay Banga, 4) Fairfax Financial CEO Prem Watsa, and 5) Procter & Gamble CEO-designate Shailesh Jejurikar, it’s an all-new Terrific Tuesday edition of Business Pants, featuring Analyst-Hole Matt Moscardi! On today's Lead Independent Turkey called November 25th, 2025: the Who Do You Blame? Game!Our show today is

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01:01:53

Cracker Barrel’s racist investors, no more...

Business Pants ·

2025/11/21

Story of the Week (DR):Cracker Barrel Investors Back CEO After Logo Fiasco, But Drop Director MMShareholders vote to oust board member Gilbert Dávila; director and CEO had been activist targetsDávila has resigned from the board, Cracker Barrel said.US regulator will permit companies to exclude shareholder proposals from proxiesSecurities and Exchange Commission could reshape corporate governance by making it harder for investors to seek changesThe US Securities and Exchange Commission on Monday said

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00:46:15

Larry Summers distraction, SNAP governance, and Eli...

Business Pants ·

2025/11/18

MAGAISM/BRO CULTURE CRONYISM/CEOs RULE!/ELONISMI am deeply ashamed': Larry Summers to step back from public commitments after new Epstein emails Senator Elizabeth Warren: “[Summers] cannot be trusted to advise our nation’s politicians, policymakers and institutions — or teach a generation of students at Harvard or anywhere else.”And an unidentified Trump administration official told Politico that companies and organizations should end their association with Summers.The former Treasury secretary,

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01:07:59

Cracker Barrel’s activist and Disney say no to DEI,...

Business Pants ·

2025/11/14

Story of the Week (DR):Walmart CEO Doug McMillon to retire in January and US operations chief John Furner will take over MMOn February 1, 2026, Mr. McMillon will continue in his capacity as an executive officer of the Company, he will report to the Chairman of the Board of Directors and he will continue to be employed as an associate of the Company through January 31, 2027. Mr. McMillon will also continue his service as a director on the Board until the June 2026 Annual Shareholders’ MeetingJohn

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00:34:34

Jamie Dimon says, Elon Musk says, robots love you,...

Business Pants ·

2025/11/11

DAMIONIn our 'That chainsaw better be filled with disgusting gas and oil and have really giant testicles' headline of the week. Tories vow to ‘take a chainsaw’ to ESG rules to boost London listingsIn our 'I tried to get Doug to buy a Haunted Mansion Lego Set for $89.99 but for some reason he wasn't really that interested' headline of the week. Affirm CEO says furloughed federal employees are starting to lose interest in shoppingIn our 'Meet subtle sexism, where a “stacked résumé” is treated like

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01:09:20

Musk gets paid, the anti-anti-DEI wave starts, CEOs...

Business Pants ·

2025/11/07

Story of the Week (DR):Tesla says shareholders approve Musk's $1 trillion pay plan with over 75% voting in favorElon Musk and Optimus dance as Tesla (TSLA) shareholders approve his $1 trillion CEO pay packageThe anti-CEO wave:Palantir CEO Alex Karp blasts Ivy League grads supporting socialist New York Mayor-Elect MamdaniBank of America CEO Moynihan Will Give Mayor-Elect Mamdani 'Our Best Advice'Elon Musk’s Brain Crashes When Asked Why He Thinks Zohran Mamdani Is a LiarElon: “You got to hand it to

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00:46:51

Altman says stop being polite, tariffs bite, CA’s...

Business Pants ·

2025/11/04

New Mexico’s governor [Michelle Lujan Grisham] in Brazil for climate change conferenceUS Will Not Send High-Level Representatives to COP30, White House SaysNew Mexico State Investment Council, Educational Retirement Board Vote Against Tesla CEO $1 Trillion Pay PackageThe New Mexico State Investment Council (SIC) announced that it has directed its proxy, Northern Trust Asset Management, to vote against Tesla’s $1 trillion pay package proposed for CEO Elon Muskand against the reelection of board

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01:01:35

TRICK OR TREAT: OpenAI is for profit, Goldman CEO...

Business Pants ·

2025/10/31

Story of the Week (DR):TRICK OR TREAT EDITIONBill Gates and his 'three truths': 'Climate change will not wipe out humanity'Trick: a gift to MAGA MMTreat: a focus on povertyThe 3 truths:"It's a serious problem, but it won't be the end of humanity""temperature is not the best way to measure progress on climate""health and prosperity are the best defence against climate change"Bill Gates’ 180 on Climate Change: ‘It’s Not Doomsday’Climate change won't end civilization, says Bill GatesBill Gates

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00:53:44

BLAME GAME: Target layoffs, OpenAI vs. China,...

Business Pants ·

2025/10/28

Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMIONAmazon to announce largest layoffs in company history, in AI push. WHO DO YOU BLAME?Former CEO Jeff BezosAICovid (This wave of layoffs results from overhiring during the pandemic)Executive Chair and largest shareholder Jeff BezosF5 Expects Revenue Hit From Cyber Attack. F5, a $20B billion technology company with impressive gross profit margins of 81%,

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01:03:11

Musk’s robot army, East Wing payoffs vs. NBA...

Business Pants ·

2025/10/24

Story of the Week (DR):Citi’s Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boota one-time equity award (the Award), consisting of Restricted Stock Units (RSUs) with a grant date value of $25 million and 1.055 million Citigroup stock optionsthe Compensation, Performance Management and Culture CommitteeDuncan P. Hennes (Chair)*Peter B. Henry*Other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club

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00:42:46

Biggest CO2 spike ever, billionaire corporate...

Business Pants ·

2025/10/21

EScientists worry about biggest CO₂ spike ever recordedMontana Court Dismisses Youth-led Lawsuit Challenging Trump Executive Orders Boosting Fossil FuelsWhile the court found it plausible that the Trump administration’s efforts to increase the extraction and use of fossil fuels and other actions that suppress climate science and undermine renewable energy would cause grave harm to the health and wellbeing of children, it determined that it is powerless to stop them, as that would tread into the

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00:55:39

RIP shareholder proposals (or views), Marc Benioff...

Business Pants ·

2025/10/17

Story of the Week (DR):Blowhard CEOs:Cerebras CEO Andrew Feldman says you can't 'build something extraordinary' working 38 hours a weekSam Altman Says If Jobs Gets Wiped Out, Maybe They Weren’t Even “Real Work” to Start WithMarc Benioff Says Trump Should Send Guard Troops to San FranciscoRon Conway skewers Mark Benioff in board resignation after 25 years: ‘I now barely recognize the person I have so long admired’Peter Thiel says he warned Elon Musk to ditch donating to The Giving Pledge because Bill

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00:48:34

Bari Weiss is a DEIdeology hire, conservative foot...

Business Pants ·

2025/10/10

Story of the Week (DR):CEO Succession:Disney CEO to Step Down, Replacement Race Narrows Between Two Major ContendersJosh D’Amaro, Chairman of Disney ExperiencesDana Walden, Co-Chair of Disney EntertainmentJimmy Kimmel Endorses Dana Walden as Next Disney CEO: “She’s Done a Great Job”Tim Cook may step down as Apple CEO, John Ternus likely to be his successorVerizon Names Lead Director Daniel Schulman as Chief ExecutiveForget “DEI”—Bari Weiss Is Proof That Merit Doesn’t Matter MMIs Paramount's Bari

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362 results

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