Under Armour CEO Walks The Plank

This podcast episode delves into the challenges faced by Under Armour in the retail landscape, along with the significance of omnichannel strategies for major sporting goods brands. It explores the return of Kevin Plank to the CEO position, examining his leadership style and motivations while questioning his humility and control over the company. The discussion also covers the favorable conditions for homebuilders due to a decade of underbuilding, as well as Pagaya's innovative approach to consumer credit using AI and prefunded models, highlighting the importance of financial savvy in fintech companies.