Guests: Kevin O'Neill

Good Fish And Good Beer


Kevin O’Neill and Mike Murphy join today’s show with a chat on Costco’s gold bars, a little reminiscing on a variety of stories, and much more on the market and politics. For our second hour, John Flannigan hops in to discuss new CPI numbers among other market updates.

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The Belly of Lunacy


Kevin and Tom check how inflation affects demographics, who polls the pollsters, and women’s NCAA. Next Karl calls in for the unemployment number release and the effects of leverage on balance sheets.

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Play Ball (Somewhere Else)


Kevin O’Neill joins our first hour to discuss the start of the MLB season and the friends and enemies of Donald Trump. Russell Rhoads hops in for our second hour to continue chatting on the populace’s wavering opinions on Trump, owners of Disney stock, and much more.

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New Factors


In today’s show Kevin and Tom talk Chicago election results, historical, implied, and future volatility, and ask questions about how substitutions affect inflation results.

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Nvidia Chips and Market Dips


Kevin O’Neill joins our first hour to discuss Invidia stock and the uses of their chips. and reminiscing on experiences during the height of the Covid pandemic. Russell Rhoads hops in for our second hour to chat on ever present market inflation and discuss stocks including Walmart, Costco, Nvidia and more.

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