Guests: Lou Michels
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 .
Step-Up Basis
October 7, 2021
Lou Michels leads off for hour one talking Chicago politics, tax code, and much more. Dan Johnedis, President & CIO of Cratus Capital LLC, talks natural gas markets. John Flannigan closes the show talking reading listener tweets before talking Chicago tax hikes.
Progressive Talk
September 30, 2021
Lou Michels leads off for hour one talking crime and gun sales, government and big business and vaccine mandates by employers. Then discusses policing in the city and prosecution, alliances of progressive policies and positions, sports and more. Dan Johnedis, President & CIO of Cratus Capital LLC, discusses investment strategies, bonds and yields, debt levels in the US, Fed chairman comments and the credit market cycles and rates. John Flannigan closes the show talking about shootings and crime in the city, progressive talks, Chicago wards and the Bears purchasing land in Arlington Heights and what it means for the city.
.