Guests: Karl Denninger
The Woes of Public Education And The Joys of Neil Young
February 20, 2024
Today, The Chief and Karl discuss Nvidia and the supply aspects of a certain cannabis company, Kenny later comes in to talk modern misconceptions on “good business,” and Dr. Hal Snarr discusses reasons for the quality of urban public education, the state of the oil industry, and the joys of Neil Young.
Felonious Friday
February 16, 2024
Kevin and Tom discuss trust but verify, Armand Hammer, and price levels followed by Karl’s analysis of the full effect of healthcare policies, premiums, and felonious behaviors!
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
META-Analysis
February 2, 2024
Kevin and Tom start with some valuation metrics and ‘meta’ analyses followed by Karl on state vs federal labor reporting and how to cook the books!
Kings and Pawns
January 30, 2024
Karl and Chief talk free speech, nuclear design, and spoof GPS followed by Kenny on sticky inflation and the upcoming fed meeting. In the second hour Dr. Hal reasons about emperors, fools, kings, and pawns.