World Model · podcast knowledge graph

Brad Jacobs on His Big Bet on Building Insulation

2026-04-21 · 41 min · 15 entities

episode page audio

Asserted relationships

  • → appeared on Odd Lots podcast
    0.63
    evidence rules-v4
    Brad Jacobs on His Big Bet on Building Insulation
  • → works at QXO company
    0.50
    evidence rules-v4
    CEO of QXO
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • → discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • → discusses News Commentary concept
    0.40
    evidence rules-v4
    Feed category: News Commentary
  • → hosted by Bloomberg company
    0.40
    evidence rules-v4
    Feed author/publisher: Bloomberg
  • → discusses Business News concept
    0.40
    evidence rules-v4
    Feed category: Business News

Entities found in this episode

concepts 9

  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v4
    Feed category: Investing
  • mentioned News Commentary concept
    0.50
    evidence rules-v4
    Feed category: News Commentary
  • mentioned Business News concept
    0.50
    evidence rules-v4
    Feed category: Business News
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News Commentary concept
    0.40
    evidence rules-v4
    Feed category: News Commentary
  • discusses Business News concept
    0.40
    evidence rules-v4
    Feed category: Business News

companys 4

  • mentioned Bloomberg company
    0.70
    evidence rules-v4
    Feed author/publisher: Bloomberg
  • mentioned QXO company
    0.62
    evidence rules-v4
    CEO of QXO
  • works at QXO company
    0.50
    evidence rules-v4
    CEO of QXO
  • hosted by Bloomberg company
    0.40
    evidence rules-v4
    Feed author/publisher: Bloomberg

persons 1

  • mentioned Brad Jacobs person
    0.66
    evidence rules-v4
    Brad Jacobs on His Big Bet on Building Insulation

podcasts 1

  • appeared on Odd Lots podcast
    0.63
    evidence rules-v4
    Brad Jacobs on His Big Bet on Building Insulation
Episode description as stored
He's done it again. On Sunday night, building supply company QXO announced that it would be acquiring TopBuild for $17 billion. TopBuild sells and installs insulation for both the residential and commercial markets. For Brad Jacobs, the CEO of QXO, this is just the latest in a lifetime of deals he's made. In fact, he's made over 500 deals in his life across numerous public companies that he's founded, most of which have XO somewhere in the ticker. Brad's companies all tend to be highly focused on the so-called "old economy" or real physical world, but of course, as we've seen with the datacenter boom, the old economy is still hot and crucial. So we talk about the logic behind this deal, how the insulation market works, and the general state of the building supply market right now. Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.