Guests: Kevin O'Neill
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!
February 14, 2024
Kevin O’Neill joins our first hour to chat on San Francisco sports and an important coin flip. Russell Rhoads hops in for our second hour to discuss wavering labor numbers alongside immigration, and much more on the market.
February 7, 2024
Kevin O’Neill joins our first hour to chat on the bankruptcy of the Yellow shipping company and a debate on American politics with its “us and them” mentality. Russell Rhoads hops in for our second hour to hold a lighter political chat and discuss market updates.
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!
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.