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)
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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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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
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Podcast: Play in new window | Download (Duration: 1:07:44 — 62.3MB)
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Employment Report – Revisions Gone Wild
But The Dip (Aka The Bend and Snap)
Earnings Season – Plenty of CapX
Boeing making moves – unions may strike
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Podcast: Play in new window | Download (Duration: 1:04:14 — 59.1MB)
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