Guests: Michael Murphy
Brains or Bull Market?
December 1, 2023
Today we delve into college football exploring situations and possibilities leading to transfers. We also analyze the recent ceasefire and the implications for global stability and conclude by unraveling the intricate web of leading indicators like housing trends to insurance costs.
Attacking the Price Level
November 16, 2023
Dan and Chief kick off the show with portfolio strategy discussion. Mike and John join the second hour with commentary on Walmart earnings, historical geopolitics, and Croatian basketball .
4 Wolves and 1 Hen Vote For Breakfast
November 10, 2023
In the first hour Kevin, Mike, and Tom confer on union power and how to cheat on taxes. Karl joins for the second hour reviewing the recent bond auction results and data privacy.
Russell’s Russell
November 8, 2023
Kevin and Chief talk the Magnificent 7 and credit card balances. Mike chimes in with foreign policy analysis and Russell joins for the second hour exchanging views on oil demand and the Russell index (no relation) vs the S&P.
Don’t Get Caught Short!
November 3, 2023
Kevin, Mike, and Chief open with inflation and Michigan football followed by Karl in the second hour discussing corporate finance and the 7:30am monthly employment data.