Guests: Russell Rhoads
Somewhat Cumbersome
August 11, 2021
Kevin O’Neill calls in for hour one to discuss the bipartisan infrastructure bill before talking blockchain, supply chain visibility and more. Russell Rhoads calls in for hour two to discuss labor shortages, MBA programs, and the CPI number.
The Last Option
August 4, 2021
***Due to Technical Difficulties, Today’s Episode is Unavailable for Podcasting. We apologize for the inconvenience***
Kevin O’Neill calls in for hour one to talk MLB history, COVID-19 policy, and much more. Russell Rhoads calls in for hour two to talk volatility, ‘over-the-counter’ industries, and supply chain history.
As the World Earns
July 28, 2021
Kevin O’Neill calls in for hour one to talk wholesale pricing, the Cubs’ heading for rebuild, and the latest on looming COVID restrictions. Russell Rhoads calls in for hour two to discuss his fascinating dissertation on basing earnings estimates on stock reaction instead of analyst expectations.
Keep Buying Dips?
July 21, 2021
Kevin O’Neill calls in for hour one to discuss sports, ND football players new marketing deal, NHL expansion team, NBA finals and much more. Russell Rhoads calls in for hour two discussing Sam’s Club vs Costco, markets ,stock deals, Fed policy, inflation, risks in the Chinese and Hong Kong markets and more
Continuing to Buy
July 14, 2021
Kevin O’Neill calls in for hour one to discuss flawed CPI numbers, U.S. voting rights, and much more. Russell Rhoads calls in for hour two to continue the inflation discussion before talking price gouging, wage requirements, and markets.