Guests: Lou Michels
Veterans Day
November 11, 2021
Lou Michels leads off hour one discussing the CPI number, supply chain complications, Veterans day and the history of WWI. Dan Johnedis, President & CIO of Cratus Capital LLC, joins us in studio today discussing CPI news ,inflation and trading opportunities. Also touches on supply chain issues ,the labor market, wage inflation and much more. John Flannigan ends the show talking with Dan about airline stocks, city muni bonds ,investments and more .
The Dude Abides
November 4, 2021
Lou Michels leads off for hour one admitting that he only recently watched Coen Brothers’ masterpiece ‘The Big Lebowski’ before talking violence in Chicago and vaccine mandates. Dan Johnedis, President & CIO of Cratus Capital LLC, reflects on Fed Chairman Powell’s comments yesterday before talking bonds and market-timing strategies. John Flannigan closes the show talking MLB and Federal Reserve policy.
Bond Rally
October 28, 2021
Lou Michels leads off for hour one talking about Biden’s pick for US Comptroller, the banking system and the Fed, supply chain issues in the auto industry and the Chicago Blackhawks sexual assault scandal. Dan Johnedis, President & CIO of Cratus Capital LLC, talks about the current bond rally, the flattening of the yield curve, individual investments in this changing environment and much more. John Flannigan closes the show talking about the wealth tax and it’s consequences, Elon Musk, the Chicago public schools revenue sources and more.
Supply Issues
October 21, 2021
Lou Michels leads off for hour one talking about Washington state’s vaccine mandate, authoritarian and big government trends on Covid, vaccination choice and risks and CDC policies driven by politics.. Dan Johnedis, President & CIO of Cratus Capital LLC, talks investments, housing, rental and labor numbers, CPI numbers and components and more. John Flannigan closes the show talking shortages in supplies and employment, inflation, labor issues and much more .
Jobless Claims
October 14, 2021
Lou Michels leads off for hour one talking about the Southwest Airlines problems and the economic impact, federal mandating of unlicensed vaccines and the John Gruden situation. Dan Johnedis, President & CIO of Cratus Capital LLC, talks investments, inflation, employment, wages and the inflated asset environment. John Flannigan closes the show talking Stalin, vaccine mandates, Roosevelt and the history of political information .