Guests: Karl Denninger
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.
Super Chiefs and Squeezes
January 26, 2024
Greg, Tom, and Kevin talk commodities, sports, and border crossings followed by Karl on Boeing, the PCE data, and incentives to form new companies.
A Cesspool of Money
January 19, 2024
Kevin and Tom talk about self interested politicians and insurance companies. Karl links in the second hour to touch on tech innovation, deflation, and the ingredients of market apocalypses.