Guests: Kevin O'Neill
I Don’t Like Him, I Just Hate The Other Guy
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.
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!
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.
More Money, More Problems
January 24, 2024
Kevin O’Neill joins our first hour to chat on the increasing money supply, New Hampshire’s’ Republican Primary, and some sports chat. Russell Rhoads hops in for our second hour to continue the market and political chat.
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.