Guests: Lou Michels
Punch and Judy
August 25, 2022
Lou Michels leads off for hour one talking student loan debt forgiveness, Deshaun Watson, MLB, and the latest on Ukraine. Dan Johnedis, President & CIO of Cratus Capital LLC, talks economic indicators, inflation, and bond markets. John Flannigan closes the show talking crime in Chicago and more.
Cushion Bonding
August 18, 2022
Lou Michels leads off for hour one discussing the future of the NCAA before talking abortion laws and Ukraine. Dan Johnedis, President & CIO of Cratus Capital LLC, talks economic indicators, inflation, and bond markets. John Flannigan closes the show addressing an article that breaks down the history of U.S. inflation.
The No Inflation Rally
August 11, 2022
Lou Michels leads off for hour one discussing the FBI raid on Mar-a-Lago before weighing in on the Roquan Smith holdout. Dan Johnedis, President & CIO of Cratus Capital LLC, talks market-timing strategies. John Flannigan closes the show talking college enrollment and more.
Losing Feels Worse Than Winning Feels Good
August 4, 2022
Lou Michels leads off for hour one weighing in on the Deshaun Watson suspension, the passing of Vin Scully, and the latest on China. Dan Johnedis, President & CIO of Cratus Capital LLC, talks interest rates, bond markets, and exaggerated volatility. John Flannigan closes the show continuing the conversation on China.
Definition Rendition
July 28, 2022
Lou Michels leads off for hour one talking Kyler Murray’s unprecedented contract clause, the latest on NIL in college athletics, and government spending. Dan Johnedis, President & CIO of Cratus Capital LLC, talks T-bills, economic indicators, and much more. John Flannigan closes the show discussing how the Biden Administration keeps changing the definition/parameters on what constitutes a recession.