The Big Repricing
May 19, 2022
Lou Michels leads off for hour one talking Elon Musk, the baby formula shortage, and much more. Dan Johnedis, President & CIO of Cratus Capital LLC, talks yesterday’s market collapse driven by large retailers before sharing some stock recommendations. Russell Rhoads makes a rare Thursday appearance to talk Bitcoin, inflation drivers, and tax policy.
Guests & Co-Hosts
Lou Michels is an employment and sports law attorney with a national law firm, who is also an NFL player agent. He joins the Stocks & Jocks show every Thursday morning from Denver, Colorado. Lou represents companies and individuals in dealing with workplace problems ranging from labor union and discrimination cases to employment contracts and trade secret disputes. He played football at Air Force, and graduated from Duke Law School, where he developed an appreciation for college basketball. He is a retired Air Force lieutenant colonel. Lou grew up in Winnipeg, Canada, and Minneapolis, where his father was a professional football coach for the Minnesota Vikings for almost 30 years. Read more.
Daniel Johnedis is the President & Chief Investment Officer at Cratus Capital, LLC out of Savannah, GA. Dan oversees the business and investment process, leads the Cratus team and manages the client relationships. Mr. Johnedis has over 30 years of experience in institutional and individual portfolio management, investment research and client service, and has been featured on CNN, Bloomberg, CNBC and more.
Russell Rhoads is the associate clinical professor of financial management at the Kelley Business School at IUPUI. His areas of expertise include behavioral finance, derivatives, market volatility, financial markets and bitcoin and cryptocurrencies. Rhoads most recently was a clinical professor of finance and director of the Master of Science in Finance Program at Loyola University in Chicago, where he taught corporate finance, investments, derivatives, investment banking and financial ethics, among other topics. He also has worked as the head of research and consulting at EQDerivatives; Head of Derivative Research at TABB Group; Director of Education at CBOE Global Markets and as a portfolio manager, equity option trader and equity analyst at a number of companies.
Rhoads is pursuing his PhD in strategic management through Oklahoma State University, where his dissertation topic is: The Impact of Firm Reputation and Visibility on Portfolio Manager Decision Making. He has a Master of Science in finance from the University of Memphis. He also has published several books on investments and option trading, and he published articles in the International Journal of Economics, Business and Management Research and the Journal of Global Business Management. For the Kelley School, Rhoads will teach intermediate investments, financial management and fixed income and equity evaluation.