Guests: Dan Johnedis
Idiocracy: The Documentary
May 23, 2024
Lou and Chief get tendentious and review the degradation of society, schools, and culture followed by Dan analyzing NVDA earnings and the importance of taking chips of the table and fiduciary responsibilities.
Up or Out
May 16, 2024
Tom, Mike, and Hal discuss flame throwing robot dogs, Ukraine, up or out followed by Dan on position concentration and sizing risks in today’s all time high markets.
Killer Mindsets
May 9, 2024
Lou and Chief talk foreign aid, NIL, and Olympic mindsets followed by Dan in the second hour on foreign labor and bond portfolio analysis.
Scurrilous Suits…
May 2, 2024
Tom and Lou review the Worker Adjustment and Retraining Notification (WARN) Act and the potential liability of DEI and college protests followed by Dan on economic weathermen, hedonic quality adjustments, and the importance of moderation while investing.
That’s a Mentality
April 18, 2024
John Flannigan joins S+J first to discuss bankruptcy followed by Greg, Dan and Chief on law, econ, and “expectators” this Thursday morning.
