Guests: Michael Murphy
Shaft-flation
July 18, 2024
Tom, Mike, John, and Russell comment on culture differences, Germany, and “shaft-flation” followed by Diane Kelley returning to the program to update us on how to help families of injured military personnel by supporting Fisher House, a 501(3)(c) organization that has saved military and veterans’ families an estimated $610 million (to date) in out-of-pocket costs for lodging and transportation.
Up or Out
May 16, 2024
Tom, Mike, and Hal discuss flame throwing robot dogs, Ukraine, up or out followed by Dan on position concentration and sizing risks in today’s all time high markets.
Erratic Moves
April 17, 2024
Chief, Kevin, John, and Mike tackle everything from UAE flooding, Kenny Holtzman, insider information, and commodities trading in todays show.
Major Major Major
April 15, 2024
Greg and Tom debate inefficient/efficient markets followed by Mike calling in to summarize the Iranian military actions over the weekend. John and Nancy join for the second hour and discuss property insurance, Florida real estate, and building homes.
Good Fish And Good Beer
April 10, 2024
Kevin O’Neill and Mike Murphy join today’s show with a chat on Costco’s gold bars, a little reminiscing on a variety of stories, and much more on the market and politics. For our second hour, John Flannigan hops in to discuss new CPI numbers among other market updates.