Show Archives
Q&A with AI
November 20, 2023
The Chief is joined by Greg Pappas and John Flannigan to talk on OpenAI, Twitch and Microsoft. Next, we’re joined by Nancy Long-Graham with insights on the housing market before finally having AI answer some of our burning questions.
“Cry ‘Havoc!’ and let slip the dogs of war.”
November 17, 2023
Kevin and Chief discuss NIL and how to compete/pay NCAA players. Karl joins next to talk yield curve and Walmart earnings implications on the economy.
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 .
Funny Money
November 15, 2023
Kevin O’Neill joins our first hour to chat on the money behind the development of new medicines, along with some market and sports talk. Russell Rhoads and Mike Murphy join our second our to discuss more on the market, and hold a conversation on developments in the Israel-Hamas war.
How Can We Be Out of Money If We Still Have Checks in the Checkbook?
November 14, 2023
Brendan and Tom review the inputs required for good law vs. bad law, followed by Kenny with stories from the floor and prognostication. Dr. Hal and Chief put their heads together for the second hour to about fake data from China and small deflators!