Guests: Kevin O'Neill

Payroll Adjustments


Kevin is first up to discuss college scholarships and the MLB contract negotiation process before getting down to how to businesses adapt to inflation. Next, Tom and Karl review who is gatekeeping government data and provide the metrics of fiscal stability.

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Brains or Bull Market?


Today we delve into college football exploring situations and possibilities leading to transfers. We also analyze the recent ceasefire and the implications for global stability and conclude by unraveling the intricate web of leading indicators like housing trends to insurance costs.

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“Cry ‘Havoc!’ and let slip the dogs of war.”


Kevin and Chief discuss NIL and how to compete/pay NCAA players. Karl joins next to talk yield curve and Walmart earnings implications on the economy.

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4 Wolves and 1 Hen Vote For Breakfast


In the first hour Kevin, Mike, and Tom confer on union power and how to cheat on taxes. Karl joins for the second hour reviewing the recent bond auction results and data privacy.

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Russell’s Russell


Kevin and Chief talk the Magnificent 7 and credit card balances. Mike chimes in with foreign policy analysis and Russell joins for the second hour exchanging views on oil demand and the Russell index (no relation) vs the S&P.

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