Guests: Dan Johnedis
Who’s the Customer?
January 4, 2024
Lou and Chief kick off the show exchanging views about the benching of Russell Wilson and Claudine Gay. Dan calls in the second hour weighing in on generational wealth, bonds, and European inflation. John and Chief finish with comments on how the census affects national politics and Marxist exponents.
Wham Bam Tesla Cam
December 21, 2023
Lou and Tom discuss Tesla, BMW, and RAM drivers followed by analysis of the conflict in the Red Sea. Dan reviews the TV prognosticators and pundits and John joins for the last half hour talking ethics and trust.
It’s a Convoy
December 14, 2023
Lou and Tom debate big soap vs little soap and college culture. Dan calls in next to review portfolio allocation and herd mentality followed by John and Tom’s analysis of college endowments and and the market convoy to tacotown!
November Rally
November 30, 2023
Lou cruises through the Panama Canal and details Henry Kissenger’s legacy. Dan calls in to explore equities vs bonds and munis and John and Tom finish today’s show pondering the utility of some colleges.
Attacking the Price Level
November 16, 2023
Dan and Chief kick off the show with portfolio strategy discussion. Mike and John join the second hour with commentary on Walmart earnings, historical geopolitics, and Croatian basketball .