Guests: Kenny Polcari
Accountability
January 9, 2024
Kevin and Chief open with the NCAA portal and the business of college sports followed by Kenny on tech, China, and politics. Hal joins for second hour to toss around ideas about manufacturing incentives, LBJ, and populations shifts.
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.
The Narrative Changed
December 19, 2023
Brendan and Tom talk anticipation and part time gigs followed by Joel noting the current market resiliency. Kenny continues the conversation explaining the market has latched onto rate cuts, and finally Dr. Hal and Tom weigh test design, taxable tuition, and NFL free trade.
Antisemitism 101
December 7, 2023
Lou calls in and explains recent antisemitism and foreign interests in the ivy league . Kenny joins next with market context and analysis followed by John and Tom talking about the sustainability of wars and the responsibilities of allies.