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? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 51:00 — 47.0MB)Subscribe: RSS
Crypto pulling back October – one of the toughest months Day traders – some good news Intel’s new growth model PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:29 — 57.5MB)Subscribe: RSS
Rate cut – rates up? Diet Stocks – losing weight Good news/bad news – all good for markets Bessent for Fed Chair and Treasury Secretary? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:20 — 59.2MB)Subscribe: RSS
Cash on the sidelines…. (that thesis is coming back) ATH – Fed cut, AI earnings, buybacks… (Sentiment) Most hated stocks – more hate PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:05:18 — 60.1MB)Subscribe: RSS
Football Team Valuations Sexy is back – Retail What winning the Powerball Jackpot means A little 1,000,000 revision… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:23 — 62.0MB)Subscribe: RSS
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. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:35 — 57.6MB)Subscribe: RSS
Bottom Fishing for bargains. Consolidation, Digestion – awaiting the next catalyst. Saudi SWF takes a hit. The Jackson Hole confab is around the corner. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:06:57 — 61.6MB)Subscribe: RSS
China Style Capitalism – CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:44 — 62.3MB)Subscribe: RSS
Employment Report – Revisions Gone Wild But The Dip (Aka The Bend and Snap) Earnings Season – Plenty of CapX Boeing making moves – unions may strike PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:14 — 59.1MB)Subscribe: RSS
GDP, Earnings and FOMC meeting Cover Art – Best Ever – Not… New term – QUISHING I gotchooo and Say less PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:06:45 — 61.4MB)Subscribe: RSS
