Guests: Kevin O'Neill
As the World Earns
July 28, 2021
Kevin O’Neill calls in for hour one to talk wholesale pricing, the Cubs’ heading for rebuild, and the latest on looming COVID restrictions. Russell Rhoads calls in for hour two to discuss his fascinating dissertation on basing earnings estimates on stock reaction instead of analyst expectations.
The Thing About Bubbles
July 23, 2021
Kevin O’Neill calls in for hour one to talk jobless claims, supply chain dependencies, and an uneven recovery. Karl Denninger of Market Ticker joins us for hour two to talk stock demand, failed Federal Reserve policy, and inflated home prices.
Keep Buying Dips?
July 21, 2021
Kevin O’Neill calls in for hour one to discuss sports, ND football players new marketing deal, NHL expansion team, NBA finals and much more. Russell Rhoads calls in for hour two discussing Sam’s Club vs Costco, markets ,stock deals, Fed policy, inflation, risks in the Chinese and Hong Kong markets and more
Nothing Focuses the Mind Like the Gallows
July 16, 2021
Kevin O’Neill calls in for hour one to talk wage discrepancies, inflation, and the restaurant business. Karl Denninger of Market Ticker joins us for hour two to talk government spending, a recent spike in COVID-19 cases, and much more.
Continuing to Buy
July 14, 2021
Kevin O’Neill calls in for hour one to discuss flawed CPI numbers, U.S. voting rights, and much more. Russell Rhoads calls in for hour two to continue the inflation discussion before talking price gouging, wage requirements, and markets.