Guests: Brendan Cournane
The Narrative Changed
December 19, 2023
Brendan and Tom talk anticipation and part time gigs followed by Joel noting the current market resiliency. Kenny continues the conversation explaining the market has latched onto rate cuts, and finally Dr. Hal and Tom weigh test design, taxable tuition, and NFL free trade.
Saving Your Own Peanuts
November 28, 2023
Tom and Brendan talk Jimmy Carter and immigration. Joel joins for sports and rates analysis and Dr. Hal explains labor economics and argues in favor of private sector decisions during the second hour.
How Can We Be Out of Money If We Still Have Checks in the Checkbook?
November 14, 2023
Brendan and Tom review the inputs required for good law vs. bad law, followed by Kenny with stories from the floor and prognostication. Dr. Hal and Chief put their heads together for the second hour to about fake data from China and small deflators!
A Chunk Out of Your Hide
November 7, 2023
Brendan and Chief open the show with the Cubs and conflicts between labor and capital. Joel is next discussing WeWork and key levels in the market and finally Hal and Chief talk addictive cycles, reinflation, and ending the fed.
Down is Up
October 31, 2023
Brendan joins first with current events, Joel and Kenny are next up with market analysis. Hal is on the second hour with insights on incentives created by policy and the effectiveness of a bureaucracy .