Guests: Lou Michels
Dow’s Down Bad
May 30, 2024
Lou and Chief kickoff the show with college NIL deals, insurance, and military strategy followed by Dan on the macroeconomy, the St Louis Browns, and draftkings stock.
Idiocracy: The Documentary
May 23, 2024
Lou and Chief get tendentious and review the degradation of society, schools, and culture followed by Dan analyzing NVDA earnings and the importance of taking chips of the table and fiduciary responsibilities.
Killer Mindsets
May 9, 2024
Lou and Chief talk foreign aid, NIL, and Olympic mindsets followed by Dan in the second hour on foreign labor and bond portfolio analysis.
Scurrilous Suits…
May 2, 2024
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.
Buy the Dip?
April 11, 2024
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.