Guests: Lou Michels
Much Ado About Nothing
June 2, 2022
Lou Michels leads off for hour one reflecting on last week’s trip to the UK before talking gun control and the economy. Dan Johnedis, President & CIO of Cratus Capital LLC, talks high yield spreads and more. John Flannigan closes the show talking MLB and economic numbers.
The Big Repricing
May 19, 2022
Lou Michels leads off for hour one talking Elon Musk, the baby formula shortage, and much more. Dan Johnedis, President & CIO of Cratus Capital LLC, talks yesterday’s market collapse driven by large retailers before sharing some stock recommendations. Russell Rhoads makes a rare Thursday appearance to talk Bitcoin, inflation drivers, and tax policy.
Don’t Dodge The Duty
May 12, 2022
Lou Michels leads off for hour one to discuss the Kentucky Derby, re-socializing a post-pandemic society and steroid use in the NFL. Dan Johnedis, President & CIO of Cratus Capital LLC, talks oil prices, market predictions and inflation. John Flannigan joins in for our last half hour to talk on loan dealing and current market trends.
For My Friends, Anything; For My Enemies, the Law
May 5, 2022
Lou Michels leads off for hour one talking failing city policy, the supreme court leak overturning ‘pro choice’ rights, and much more. Dan Johnedis, President & CIO of Cratus Capital LLC, talks currency markets and an impending recession. John Flannigan closes the show talking news of the day.
A Significant Provocation
April 28, 2022
Lou Michels leads off for hour one talking NFL offseason before providing an update on Ukraine. Dan Johnedis, President & CIO of Cratus Capital LLC, talks labor markets, Federal Reserve policy, and much more. John Flannigan closes the show reflecting on the Bulls before talking real estate markets and a disappointing GDP number.