Market Outsiders

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.

Market Outsiders is a business podcast hosted by Management Consulted, with 96 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Management Consulted hosts Market Outsiders, a business show with 96 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #4

  Build-A-Bear Should Be Dead. So Why Is It Thriving?

  Feb 16, 202637 minS4

  <p>In this episode, Jenny Rae and Namaan unpack one of retail’s most unexpected survivors: Build-A-Bear. Build-A-Bear is a mall-based stuffed animal retailer in an AI-driven world – and yet it’s a profitable public company with rising stock performance.</p><p>We cover:</p>What the company really sells – and how customization drives pricing powerWhat the financials reveal about profitability and scaleThe next move: U.S. focus, international expansion, or partnerships<p>A sharp look at retail economics, defensibility, and what it actually takes to survive.</p><p><b>Episode Links:</b></p>Annual Report - SEC Form 10-K Filing f...

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  Episode #3

  Jennifer Garner’s IPO Bet on Once Upon a Farm

  Feb 9, 202633 minS4

  <p>Once Upon a Farm went public, and the stock jumped. But this isn’t the standard path for a consumer brand.</p><p>In this episode, Jenny Rae and Namaan examine why a single-brand baby food company chose an IPO instead of selling to a large CPG player - and what role Jennifer Garner’s involvement really plays in that decision.</p><p>We break down the business fundamentals behind the headlines, from refrigerated supply chains to retailer economics, and question how much of the early momentum can translate into long-term scale.</p><p>The episode closes with what come...

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  Episode #2

  Boeing Didn’t Win the Race – It Just Survived It

  Jan 28, 202639 minS4

  <p>Boeing’s rebound isn’t about brilliance. It’s about not losing in a brutal duopoly.</p><p>In this episode, Jenny Rae and Namaan break down what Boeing’s post-crisis recovery really signals — and why its future depends less on innovation and more on execution over time.</p><p>We cover:</p>Why Boeing’s biggest advantage is the Airbus duopoly, not outperformanceHow long delivery timelines distort cash flow, pricing, and leverageWhat it would actually take for Boeing to reach $10B in free cash flow<p>This is a case study in capital intensity, regulation, and survival in one of the h...

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  Episode #1

  Why Capital One Bought Brex at a $7B Discount

  Jan 26, 202640 minS4

  <p>Brex was once valued at $12.3B. Capital One just bought it for $5.15B.</p><p>In today’s episode of Market Outsiders, Jenny Rae and Namaan break down why Capital One was willing to buy Brex at a $7B discount – and what the deal actually tells us about fintech valuations, banking strategy, and the future of credit cards.</p><p>We unpack:</p>Why the 50% cash / 50% stock structure reveals who really had leverageWhat Capital One is actually buyingWhether this is a smart buy vs. build move or a risky integration bet<p>The bigger question: Is this how banks futu...

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  Episode #30

  The Business of College Football

  Jan 20, 202636 minS3

  <p>College football isn’t just a game anymore, it’s a business. On this episode of Market Outsiders, Jenny Rae Le Roux and Namaan Mian break down how wins on the field translate into dollars off it, sparked by Indiana University’s surprising national championship run. </p><p>From media deals and ticket sales to donations and NIL money, Namaan lays out the six revenue engines powering modern college football - and why performance is everything. </p><p>Finally, Namaan and Jenny Rae explore the high-stakes decisions university leaders face as they invest in their programs, align leadership, and compete...

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