EPISODE · May 21, 2025 · 1H 2M
EP 07 | Bourbon Is Aging Poorly, Bayer’s In Trouble, and The Pope Might Be a Sox Fan
from The Octus Download · host Octus
(01:11) Bayer is back in the headlines, and not for aspirin. Jason and Kevin dive into the $11 billion Roundup litigation mess, Monsanto’s haunting legacy, and the legal gymnastics happening in courts (and potentially Chapter 15). (12:13) Then it’s bourbon time. Patrick Mohan joins to talk about the collapse of Kentucky Owl, bourbon’s overinflated valuation, and why the industry might be aging out of relevance. Tax issues, oak risk, and a distillery theme park. It’s a lot. (27:47) Let Me Explain: LMEs returns. Kent Collier and Julian Bulaon break down how Hertz is rewriting the LME rulebook with a sophisticated revolver amendment. Is this LME 3.0? And did Octus see it coming? (36:36) “Made in the USA” gets the treatment it deserves. From tariffs to Etsy-core nationalism to Doc Martens pricing strategies, this segment cuts through the nostalgia and manufactured scarcity(51:22) Andor might be the best metaphor we have for late-stage institutions and bureaucratic decay. The guys reflect on why it hits harder now than any Jedi ever could. (57:10) We wrap with the new American Pope, Chicago sports drama, and Ryan Murphy’s upcoming legal show starring Kim Kardashian. There’s screaming. There’s tight outfits. There’s a $25K GoFundMe just to watch the pilot. ----more---- Hosted by Jason Sanjana & Kevin Eckhardt Segment Guests - Kent Collier, Julian Bulaon, Patrick Mohan Produced and edited by Tanya Hubbard A Production of The Octus Podcast Network (00:00) - Welcome back — bourbon in one hand, court filing in the other (01:11) - Bayer, Roundup, and the $63B mistake (12:13) - Bourbon boom or barrel bust? Patrick Mohan joins the pod (27:47) - Let Me Explain: LMEs — Kent and Julian on Hertz, 3.0 docs, and the revolver amendment (36:36) - Made in the USA? Nostalgia, tariffs, and manufactured myths (51:22) - Andor, rebellion, and bureaucratic evil (57:10) - American Pope and the Chicago Cubs controversy (59:46) - Ryan Murphy, Kim Kardashian, and the $25,000 court show (01:01:33) - Wrap-up and and goodbyes
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EP 07 | Bourbon Is Aging Poorly, Bayer’s In Trouble, and The Pope Might Be a Sox Fan
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