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. ---more—  Hosted by: Jason Sanjana & Kevin Eckhardt Edited by: Tanya Hubbard Produced by: Tanya Hubbard A Production of: The Octus Podcast Network (02:40) - Tariffs: The sequel no one asked for (11:10) - Fabletics and the M&A pause (14:10) - Bankruptcy vs LME (and how to weaponize either) (20:30) - Westchester TV, My Friends and Neighbors, and suburban doom (28:30) - TikTok’s recession pulse: payment plans, Club 33, sober Gen Z (35:00) - Signs of slowdown in Coral Gables and Pound Ridge (37:30) - The great gym review meltdown (41:00) - Closing rants, Chamath slander, and a preview of next episode