Guests: Lou Michels

Killer Mindsets


Lou and Chief talk foreign aid, NIL, and Olympic mindsets followed by Dan in the second hour on foreign labor and bond portfolio analysis.

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Scurrilous Suits…


Tom and Lou review the Worker Adjustment and Retraining Notification (WARN) Act and the potential liability of DEI and college protests followed by Dan on economic weathermen, hedonic quality adjustments, and the importance of moderation while investing.

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Buy the Dip?


Lou and Tom talk labor and energy followed by Dan with notes on cost vs price and the importance of picking investments you fully understand.

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By the way, What’s for Dinner?


Lou joins for force majeure, mental health, and pyramid schemes followed by Dan to summarize global money supply, short term interest rates, and municipal bonds. John and Chief close the show with healthcare costs and Chicago election progress.

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Scandals


Lou and Chief start the show with discussion about who votes your shares in companies and the Shohei Othani’s interpreter scandal. Next Dan and Tom stress the importance of restraint during bubble times and John joins for the last half hour to explain election protocol and the uncounted ballots in Chicago.

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