Guests: Lou Michels
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.
at·ten·u·a·tion
November 14, 2024
Lou and Tom describe Elon’s ethical dilemmas and the incentives related to public service followed by Dan’s analysis of investor expectation and interest rate policy.
Post Mortem
November 7, 2024
Tom and Lou perform an analysis of the election results and demographic breakdown followed by Dan on possible strategies for the new administration.
inside jobs…
October 31, 2024
Lou and Karl join Tom to talk about ethical responsibility, Russia, China, and business in communist countries, and how the fed can act as a referee and a self interested organization at the same time.
Hurricane CPI
October 10, 2024
Lou and Tom talk mouse jiggling and NIL followed by Dan on short term bonds and Florida (housing) flippers.