S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025)

Send us a text In this extended Market Outsiders live episode, Namaan and Jenny Rae cut through the noise on tariffs, premium pricing, and why Nike’s betting on affluent consumers. The duo break down a weak 20-year Treasury auction and rising U.S. bond yields - signaling investor concerns over fiscal health and global competition. Plus, they dive into Nike’s surprising return to Amazon after a six-year DTC push. Is it a sign of strategy shift - or just a move to win back share from brands like Hoka? Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday. Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday. Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jenny Rae on LinkedIn Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.