Guests: Lou Michels
Programs, Policies, and Punishments
January 16, 2025
Tom and Lou discuss Israel, Elon, and NIL followed by Dan’s commentary about fees on funds and yesterday’s CPI report.
Closed for Carter
January 9, 2025
Lou and Tom talk water rights, runoff, and questionable resource management followed by Dan in the second hour on duration risk and the differences between Bloomberg, Fox, and CNBC.
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.