The Octus Download delivers bold, unfiltered conversations that break down complex financial markets while connecting them to the world we actually live in. Hosted by Jason Sanjana & Kevin Eckhardt, this bi-weekly podcast cuts through the noise with insightful analysis, expert interviews, and just the right amount of personality. Each episode explores major trends in credit markets, dives deep into corporate finance, unpacks financial chaos, and examines how these developments impact both Wall Street and Main Street. But we don’t stop at the numbers we also explore the cultural forces shaping business decisions and the occasional bizarre intersections of finance with everyday life. Whether you’re tracking market movements, curious about investment strategies, or just want smart financial conversation with some pop culture thrown in, The Octus Download delivers market intelligence that’s both valuable and entertaining. Join us every other week as we connect the dots between money, markets, and modern life one episode at a time.
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The Octus Download delivers bold, unfiltered conversations that break down complex financial markets while connecting them to the world we actually live in. Hosted by Jason Sanjana & Kevin Eckhardt, this bi-weekly podcast cuts through the noise with insightful analysis, expert interviews, and just the right amount of personality. Each episode explores major trends in credit markets, dives deep into corporate finance, unpacks financial chaos, and examines how these developments impact both Wall Street and Main Street. But we don’t stop at the numbers we also explore the cultural forces shaping business decisions and the occasional bizarre intersections of finance with everyday life. Whether you’re tracking market movements, curious about investment strategies, or just want smart financial conversation with some pop culture thrown in, The Octus Download delivers market intelligence that’s both valuable and entertaining. Join us every other week as we connect the dots between money, markets, and modern life one episode at a time.
EP 05 | Coachella on Installments, Tariff Tumult, and My Friends and Neighbors
The Octus Download
47 minutes 16 seconds
6 months ago
EP 05 | Coachella on Installments, Tariff Tumult, and My Friends and Neighbors
This week on The Octus Download, Jason Sanjana and Kevin Eckhardt tackle the financial storm building around tariffs and why they’re breaking more than just trade. At (00:57), they dig into how tariffs are freezing capital markets, stalling M&A activity, and forcing companies to shelve sale processes. By (06:00), Jason lays out why the current moment feels more like 2007 than 2008, backed by a war story from the Lehman era. At (11:00), Kevin proposes a bold strategy: using Chapter 11 as a pricing reset. By (13:00), they’re deep in the weeds of EBITDA rewrites, tariff add-backs, and the brutal math of restructuring when goods can’t clear customs without cash.
At (20:00), the conversation shifts to LME optimism versus bankruptcy realism. By (23:30), they’re dissecting My Friends and Neighbors, a suburban fever dream of Westchester angst. TikTok’s recession indicators show up at (30:30), including Coachella on installment plans, empty Starbucks, and Club 33 advertising for members. By (36:00), it’s Gen Z sobriety and the absurd economics of six-thousand-dollar couches.
They wrap at (42:00) with gym Google reviews, questionable sauna etiquette, and a strong case for never wearing street shoes into a steam room.
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Hosted by: Jason Sanjana & Kevin Eckhardt Edited by: Tanya Hubbard Produced by: Tanya Hubbard A Production of: The Octus Podcast Network
The Octus Download
The Octus Download delivers bold, unfiltered conversations that break down complex financial markets while connecting them to the world we actually live in. Hosted by Jason Sanjana & Kevin Eckhardt, this bi-weekly podcast cuts through the noise with insightful analysis, expert interviews, and just the right amount of personality. Each episode explores major trends in credit markets, dives deep into corporate finance, unpacks financial chaos, and examines how these developments impact both Wall Street and Main Street. But we don’t stop at the numbers we also explore the cultural forces shaping business decisions and the occasional bizarre intersections of finance with everyday life. Whether you’re tracking market movements, curious about investment strategies, or just want smart financial conversation with some pop culture thrown in, The Octus Download delivers market intelligence that’s both valuable and entertaining. Join us every other week as we connect the dots between money, markets, and modern life one episode at a time.
