Guests: Lou Michels
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.
There Goes the Neighborhood
July 21, 2022
Lou Michels leads off for hour one with an update on Ukraine before talking MLB and the fascism between U.S. companies and our government. Dan Johnedis, President & CIO of Cratus Capital LLC, talks corporate bonds, inflation and much more. John Flannigan closes the show talking Wrigleyville and other city projects.
Quality Curve
July 14, 2022
Lou Michels leads off for hour one talking concealed carry training, inflation in the automobile industry, and much more. Dan Johnedis, President & CIO of Cratus Capital LLC, is back on the show talking CPI/PPI numbers and market-timing strategies. John Flannigan closes the show talking PPI, the hospitality industry, and soaring prices.