NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.

Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.

They also explore what rising inflation could mean for Fed decisions ahead.

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

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 happening and why this could be a textbook case in crisis management.

Plus, Goldman Sachs is piloting its first autonomous software engineer - an AI agent named Devin. We explore what this means for AI on Wall Street and why it could signal a future acquisition.

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

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 dots on category expansion, geographic growth, shelf space strategy, and manufacturing capacity.

Plus, how this move compares to Ferrero’s other acquisitions, what it signals for the snack industry, and why most M&A deals fail.

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

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 content creation use cases to the strategy behind wearables, vertical integration, and even long-term plays in health tech, they break down what this deal really signals.

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

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 Prime Day - and why it matters more than just discounted vacuums.

Plus, they share which retailers could be next to join the battle.

Update: Prime Day 2025 is already off to a slower start - early spending is down 14% from last year. Read the Bloomberg report.

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

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 Chipotle to Cava, we unpack why some brands are thriving while others are treading water, and what this tells us about pricing, positioning, and the state of consumer sentiment.

Plus, we preview the tariff headlines that could dominate business news this week, and why it pays to look deeper than the top-line number.

Donate to Texas Flood Relief Efforts:

• Central TX Community Foundation
• Austin Disaster Relief Network

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

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 defying the forecasts, what sectors are driving the surge, and how this could shape the Fed’s next move.

Plus, why now might be the best time to lean in - not wait it out.

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

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 them, and why business acumen is simpler (and rarer) than you might think.

Finally, they unpack Home Depot’s unexpected win in a $4.3B acquisition - despite offering less than a competing bidder. It’s a strategic masterclass in narrative, negotiation, and timing.

Timestamps:

[3:57]: Importance of storytelling in the age of AI
[11:19]: NYC Case Camp insights
[15:56]: Home Depot will acquire GMS for $4.3B - less than a competitor offer! Why?

Additional Resources:

• Overview of the Pyramid Principle - a key framework for storytelling
• Storytelling Training with Management Consulted

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