Guests: Lou Michels
Cubs No Hitter!
September 5, 2024
Lou is up first commenting on the criminal element, military school, and the Cubs no hitter. Dan calls in the second hour to discuss munis, yield curve, and the potential Nippon US Steel merger.
Goodhart’s Law?
August 29, 2024
Lou and Tom explore topics related to the economic and business practices of the Soviet Union, toilet seats, and Goodhardts law. New guest Tommy Grisafi joins to discuss the American farmer, cash rent cowboys, fertilizer cartels followed by Kevin and John’s summary of the average college fatso’s NIL contract.
How Do We Know?
August 22, 2024
Lou and Chief question government statistics, Biden’s mental acuity, and tax policy followed by Dan in the second hour to discuss market updates and strategies for volatile markets.
Winning Strategy
August 15, 2024
Lou and Tom take up public relations, war games, and media bias followed by Dan weighing in on company management, capital preservation, and fixed income.
It’s a Completely Different Kind of World
August 8, 2024
Lou and Chief debate moral clarity, Israel, and the Olympic spirit followed by Dan in the second hour discussing absolute returns, consumer sentiment, and current market conditions.