Guests: Lou Michels
Recession Obsession
June 16, 2022
Lou Michels leads off for hour one talking youth sports, Title IX, and a looming U.S. recession. Dan Johnedis, President & CIO of Cratus Capital LLC, talks high yield bonds, failed Federal Reserve policy, and much more.
Arnie Palmer’s Favorite Game
June 10, 2022
Kevin O’Neill starts off our show to discuss inflation before Lou Michels joins in to talk on the PGA Tournament and more. In our second hour, Karl Denninger of Market Ticker calls in to talk on Obamacare, labor market, and a first hand look on gas prices across the country.
Don’t Forget Main Street
June 9, 2022
Lou Michels leads off for hour one to talk on allegations on Cleveland Browns QB Deshaun Watson, the Denver Broncos sale agreement and more. Dan Johnedis President & CIO of Cratus Capital LLC, to talk on corporate labor costs and the morals that follow them. John Flannigan closes the show talking on advertising marketing, choosing elected officials, and inflation.
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.