Guests: Kevin O'Neill
The Last Option
August 4, 2021
***Due to Technical Difficulties, Today’s Episode is Unavailable for Podcasting. We apologize for the inconvenience***
Kevin O’Neill calls in for hour one to talk MLB history, COVID-19 policy, and much more. Russell Rhoads calls in for hour two to talk volatility, ‘over-the-counter’ industries, and supply chain history.
End of an Era
July 30, 2021
Kevin O’Neill calls in for hour one to discuss the depressing Cubs teardown. Lou Michels joins Chief and Kevin to talk GDP numbers and COVID-19 policy. Karl Denninger of Market Ticker joins us for hour two to talk inflation, failed Federal Reserve policy and much more.
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