A new crisis is brewing – banking sector again
Markets is sideways mode
The scary tariffs and a walk back
Apple News……..
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:05:32 — 60.3MB)
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HYSTERICAL! Some of the best host stories from over the years.
Recipes and food talk….
How about that Egg book?
Shotguns and Booze anyone ? Clay Pigeons…
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Podcast: Play in new window | Download (Duration: 52:25 — 48.3MB)
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ROTFL – Some of the best host stories from over the years.
Shoes off at airports anyone?
Vinegar book?
How about economics based on train count?
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Podcast: Play in new window | Download (Duration: 51:00 — 47.0MB)
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Crypto pulling back
October – one of the toughest months
Day traders – some good news
Intel’s new growth model
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Podcast: Play in new window | Download (Duration: 1:02:29 — 57.5MB)
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Rate cut – rates up?
Diet Stocks – losing weight
Good news/bad news – all good for markets
Bessent for Fed Chair and Treasury Secretary?
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Podcast: Play in new window | Download (Duration: 1:04:20 — 59.2MB)
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Cash on the sidelines…. (that thesis is coming back)
ATH – Fed cut, AI earnings, buybacks… (Sentiment)
Most hated stocks – more hate
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Podcast: Play in new window | Download (Duration: 1:05:18 — 60.1MB)
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Football Team Valuations
Sexy is back – Retail
What winning the Powerball Jackpot means
A little 1,000,000 revision…
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Podcast: Play in new window | Download (Duration: 1:07:23 — 62.0MB)
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Blame it on AI – new excuse: Flirty Chatbots
NVDIA earnings the high point for a while?
Announcing the WINNER of the CTP
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Podcast: Play in new window | Download (Duration: 1:01:38 — 56.7MB)
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Jackson HOLY cow what a move….
SOE’s get used to it – We are now China.
Airline consolidation or murder?
Bond yields – Long bond yields up.
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Podcast: Play in new window | Download (Duration: 1:02:35 — 57.6MB)
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Bottom Fishing for bargains.
Consolidation, Digestion – awaiting the next catalyst.
Saudi SWF takes a hit.
The Jackson Hole confab is around the corner.
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Podcast: Play in new window | Download (Duration: 1:06:57 — 61.6MB)
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