Guests: Lou Michels
It’s a Convoy
December 14, 2023
Lou and Tom debate big soap vs little soap and college culture. Dan calls in next to review portfolio allocation and herd mentality followed by John and Tom’s analysis of college endowments and and the market convoy to tacotown!
Antisemitism 101
December 7, 2023
Lou calls in and explains recent antisemitism and foreign interests in the ivy league . Kenny joins next with market context and analysis followed by John and Tom talking about the sustainability of wars and the responsibilities of allies.
November Rally
November 30, 2023
Lou cruises through the Panama Canal and details Henry Kissenger’s legacy. Dan calls in to explore equities vs bonds and munis and John and Tom finish today’s show pondering the utility of some colleges.
Unlocking the mysteries of the brain…
November 9, 2023
Chief and Lou talk politics and then are enlightened with the latest neurocognitive news through an engaging discussion with Katie Mather. Dan joins with some portfolio theory and finally John closes out with believability of job numbers and tax receipts.
“It is difficult to make predictions, especially about the future.”
November 2, 2023
Lou and Chief kick off the show talking about the Mudville nine, Bobby Knight, and the military industrial complex followed by Dan with muni bonds and fed commentary. John is in for the last half hour to discuss spending decisions of average people.