Guests: Lou Michels
February 22, 2024
The Chief and Lou talk about Houthi rebels and Iran, Russian logistics, and DARPA. Dan later comes in to discuss opportunity in the transition to AI, NVDA earnings, and 2 month T-bills. Finally, John chats about books, barns, recessions, and student loans.
February 15, 2024
Lou and Tom debate equity, media bias, and foreign intelligence targets. Dan drops in to explain corporate bond spreads and capital preservation. John and Tom close the show with a discussion on retirement income and the efficacy of psychedelics and other drugs!
February 8, 2024
Lou and Chief kick about the Rooney rule, coach vs employer, and drone strikes before Dan drops in to review bonds and etfs. John joins for the last half hour with insights about the justice system, gambling fraud, and Biden’s calendar.
February 1, 2024
Lou and Tom review the ‘Swifties’ effect on Trump, war logistics, and technology. Dan is up next analyzing bonds, etfs, and inflation trends. John joins for the last half hour to discuss useful vs. antiquated college majors and what is an appropriate price for college.
January 25, 2024
Lou and Tom begin with booze in Saudi Arabia and out of touch elites. Dan joins next on short term interest rates and John ponders possible brain transplants for politicians.