Guests: Lou Michels
2025
January 2, 2025
Tom and Lou give thanks for 2024 and look forward to 2025 with discussion about the gradual and intentional loss of purchasing power, cultural descent to Gomorrah, and early Soviet gulags followed by Dan on the north vs south and diversification.
Rate Cuts Rock Markets
December 19, 2024
Lou and Tom talk politics, inflation theory, and NIL followed by Dan in the second hour discussing intangibles, short term bonds, and corporate bonds.
What is Profit?
December 12, 2024
Lou, Tom, and Greg discuss administrative bloat, NIL deals, and NFL football followed by Dan and Tom dropping a fictional million dollars in a new account as well as analyzing the PPI number this morning.
Looks like a Hitpiece
December 5, 2024
Lou explains title 7,9, and hitmen this morning followed by Dan on business transition, , medium soft landings, and corporate refinancing.
Procurement Problems
November 21, 2024
Lou and Tom discuss railroads, logistics, and missiles followed by Dan in the second hour to review household spending, workplace leadership, energy costs, and fed policy.