Guests: Lou Michels

Star Wars: Episode DARPA


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.

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Huge Highs


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!

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Timing is Everything


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.

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Taylor, Trump, and Tech


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.

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The Name of the Game


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.

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