Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Each weekday, the Management Consulted leadership team breaks down two major stories through a business lens — in just 15 minutes — helping you spot what really matters behind the headlines. You can catch Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
Episodes
44 episodes
Nissan’s Cash Crunch and Goldman's First AI Coder (July 11, 2025)
Nissan is in survival mode. After major layoffs and underused factories, the automaker is now producing trucks for former rival Honda while raising $4.5B in unsecured bonds and delaying supplier payments. We break down what’s really...
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Season 2
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Episode 13
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25:15
Inside Ferrero's $3.1 Billion Play for WK Kellogg (July 10, 2025)
Ferrero just dropped $3.1 billion to acquire cereal maker WK Kellogg, home of Froot Loops and Frosted Flakes. But why now, and why cereal? In this episode, Namaan and Jenny Rae unpack the deal from every angle, connecting the ...
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Season 2
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Episode 12
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20:30
Why Meta Just Bet $3.5B on Ray-Ban (July 9, 2025)
Meta just dropped $3.5 billion on a stake in the maker of Ray-Ban - but why? In today’s episode, Jenny Rae and Naman unpack Meta’s bold move into smart eyewear through its investment in EssilorLuxottica. From cont...
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Season 2
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Episode 11
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25:01
Target and Walmart Just Declared War on Amazon Prime Day (July 8, 2025)
Amazon’s summer sales juggernaut is no longer a one-player game. In today’s episode, Namaan and Jenny Rae unpack how Walmart and Target are leveraging loyalty programs, inventory strategy, and media placement to compete head-on with...
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Season 2
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Episode 10
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23:07
Fast Casual Gets Smarter as Loyalty Becomes the New Growth Engine (July 7, 2025)
Welcome back from the holiday weekend. Today, Namaan and Jenny Rae break down why fast casual restaurants are leaning hard into loyalty programs - and how it’s reshaping growth strategies in a cooling consumer environment. From Chip...
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Season 2
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Episode 9
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18:19
The Jobs Market Just Beat Expectations Again (July 3, 2025)
Happy Fourth of July weekend - but before the fireworks, we’re diving into a surprising June jobs report that added 147,000 new positions and revised prior numbers upward. Namaan and Jenny Rae break down why the labor market keeps d...
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Season 2
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Episode 8
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22:12
The Skill AI Can’t Replace & Home Depot’s Power Play (June 30, 2025)
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 ...
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Season 2
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Episode 7
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28:25
Delaware in Decline? How States Are Competing to Win Corporate Business
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 expl...
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Season 2
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Episode 6
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19:24
What This Weekend in the Middle East Revealed About Oil, Markets, and Risk (June 23, 2025)
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 f...
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Season 2
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Episode 5
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18:44
Can Home Depot Stop QXO’s $5B Hostile Takeover of GMS? (June 20, 2025)
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 ...
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Season 2
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Episode 5
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24:32
Meta’s $100M Power Play, My Kids' Startup Lessons, and What the Fed Won’t Say (June 18, 2025)
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 ...
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Season 2
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Episode 4
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18:36
Chase Sapphire Reserve Fee Hike: Smart Strategy or Customer Risk?
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 sign...
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Season 2
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Episode 3
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26:46
Inside Starbucks’ Turnaround and the Jobs Data You’re Not Hearing About (June 16, 2025)
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...
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Season 2
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Episode 2
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25:38
Why Oil Spiked 10% And What Dumplings Teach Us About Business (June 13, 2025)
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 geniu...
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Season 2
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Episode 1
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25:06
Inflation Expectations vs. Reality: Decoding the Market’s Mixed Signals (June 11, 2025)
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 ...
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Season 1
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Episode 30
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18:42
Paramount’s 3 CEOs and 18K Employees?! | The Real Power of Private Markets (June 10, 2025)
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.
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Season 1
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Episode 29
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19:38
Jobs Day Delivers - Why the Market’s Stronger Than Headlines Say (June 6, 2025)
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 c...
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Season 1
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Episode 28
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29:43
Why Kimberly-Clark Is Selling Tissues - and What Europe’s Rate Cut Really Means (June 5, 2025)
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 ...
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Season 1
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Episode 27
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18:36
Dollar General’s Surprise Strength - and What It Really Means (June 4, 2025)
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, challe...
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Season 1
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Episode 26
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22:46
Hims & Hers Goes to Europe (June 3, 2025)
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...
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Season 1
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Episode 25
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22:41
Wrigley Field's Business Model and Why Farmers Are Hosting Weddings (June 2, 2025)
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 ...
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Season 1
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Episode 24
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26:16
Meta Enters the Defense Game and United/JetBlue Make a Deal (May 30, 2025)
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 milita...
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Season 1
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Episode 23
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28:37
NVIDIA Beats and Avocado Supply Spurs Demand (May 29, 2025)
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:
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Season 1
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Episode 22
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21:27
No, McKinsey Didn’t Just Lay Off 10% Of Its Staff – What Actually Happened (May 28, 2025)
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 ...
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Season 1
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Episode 21
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18:44
Southwest Ends Free Bags - Last Day to Get Yours! (May 27, 2025)
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 busin...
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Season 1
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Episode 20
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20:36