Guests: Lou Michels
Rate Cuts Rock Markets
December 19, 2024
Lou and Tom talk politics, inflation theory, and NIL followed by Dan in the second hour discussing intangibles, short term bonds, and corporate bonds.
What is Profit?
December 12, 2024
Lou, Tom, and Greg discuss administrative bloat, NIL deals, and NFL football followed by Dan and Tom dropping a fictional million dollars in a new account as well as analyzing the PPI number this morning.
Looks like a Hitpiece
December 5, 2024
Lou explains title 7,9, and hitmen this morning followed by Dan on business transition, , medium soft landings, and corporate refinancing.
Procurement Problems
November 21, 2024
Lou and Tom discuss railroads, logistics, and missiles followed by Dan in the second hour to review household spending, workplace leadership, energy costs, and fed policy.
at·ten·u·a·tion
November 14, 2024
Lou and Tom describe Elon’s ethical dilemmas and the incentives related to public service followed by Dan’s analysis of investor expectation and interest rate policy.