Guests: Joel Elconin
Unadjusted Expectations
February 13, 2024
Karl calls in first describing levered ETFs, political ads, and antitrust. Joel stops by with stock and option calls followed by Kenny and Tom putting their heads together to analyze rate cuts and China. Hal talks about tree harvesting, rocket models, money flows and
Concentrations, Construction, College, and Calamities!
February 6, 2024
The Chief and Greg Pappas talk new concentration risks. After that, The Chief and Kenny weigh in on the apprehensive state of Meta stocks. Finally, The Chief and Dr. Hal Snarr discuss the lurid history/construction of the Intercontinental railroad, along with the modern ROIs of American colleges.
Peanuts in LA
January 16, 2024
After the long weekend John and Tom lead off the show with results from the Iowa caucus followed by Joel and Kenny with sports, markets, and politics. Dr. Hal joins for the second hour to explore the value of peanuts in LA as well as the best way to skip NFL commercials.
The PTI Securities Bowl
January 2, 2024
Merry New Year!!! John and Joel are first up with credit concerns, college football highlights, and market all time highs. Kenny is next with tech talk and AAPL in 2024. Hal joins Chief the second hour with game theory applied to the bowl games and oil companies.
We’re Back
December 26, 2023
John and Tom talk price levels and the political rhetoric around oil production. Joel explains the Christmas rally and Kenny joins for a discussion about liquidity and market structure. Hal and Tom close out the show reviewing economics as a method of thinking rather than a specific job.