Guests: Lou Michels
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.
The Religion of Money
April 21, 2022
Lou Michels starts off our first hour to discuss the autonomy of Disney property, Elon Musk’s Twitter fiasco and the Netflix stock drop. Dan Johnedis, President & CIO of Cratus Capital LLC, joins in for our second hour to talk Inflation and Bonds in the current market and Airline management. John Flannigan closes the show talking about the pharmacy inflation and how it affects vaccine disbursement.