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| Episode | Date |
|---|---|
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Peace, Politics, and Your Portfolio: The Cost of Conflict and Spending
|
Aug 18, 2025 |
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CPI Surprise: Cool Inflation, Hot Markets
|
Aug 12, 2025 |
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U.S. Trade Triumphs and Economic Strategy Under Scrutiny
|
Jul 29, 2025 |
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Is Jerome Powell #OpenToWork?
|
Jul 21, 2025 |
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Can America Afford Its Future?
|
Jul 15, 2025 |
|
I'm Just A Big, Beautiful Bill.
|
Jul 07, 2025 |
|
Tacos, Tariffs, and Treasury: Understanding Trump's Economic Strategy
|
Jun 04, 2025 |
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"The Safest Debt In The World"
|
May 20, 2025 |
|
The China deal might affect more than tariffs
|
May 13, 2025 |
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A glimmer of tariff clarity?
|
May 05, 2025 |
|
Pretty ugly in the next 30 days.
|
Apr 21, 2025 |
|
Are we in a recession?
|
Apr 14, 2025 |
|
Tariff downsides? Recession and demand destruction.
|
Apr 07, 2025 |
|
Perception is greater than reality
|
Apr 01, 2025 |
|
It's the White House not the Waffle House
|
Mar 24, 2025 |
|
The art of the tariff making deal?
|
Mar 10, 2025 |
|
The 'message' behind tariffs isn't getting across.
|
Mar 03, 2025 |
|
Insights from Dan's day broadcasting live from the White House
|
Feb 24, 2025 |
|
How about growing our way out of this mess?
|
Feb 18, 2025 |
|
The economic tool for non-economic outcomes
|
Feb 10, 2025 |
|
The Art of the Deal 2025?
|
Feb 03, 2025 |
|
DeepSeek day. Is this AI's 'Sputnik' moment?
|
Jan 27, 2025 |
|
Inauguration Day. Proclamations and executive orders.
|
Jan 20, 2025 |
|
What will Trump 2.0 look like? He’s been through the ringer, expect more efficiency .
|
Jan 15, 2025 |
|
Trump, running things already
|
Dec 16, 2024 |
|
US bullish sentiment vs. worrisome geopolitics.
|
Dec 09, 2024 |
|
Dave, Dan, and Billy Bob sort out oil production
|
Dec 03, 2024 |
|
More Trump cabinet issues? The Bessent dissent.
|
Nov 25, 2024 |
|
Trump bump keeps chugging
|
Nov 18, 2024 |
|
The Art of the Deal, 2025 version
|
Nov 11, 2024 |
|
The Presidential Election edition
|
Nov 04, 2024 |
|
Any election signals from the markets?
|
Oct 29, 2024 |
|
Two weeks to go
|
Oct 21, 2024 |
|
Prepare for each side winning in November
|
Oct 14, 2024 |
|
He who pays the piper calls the tune
|
Oct 07, 2024 |
|
The Magnificent 7 Swing States
|
Sep 30, 2024 |
|
About time for an October surprise
|
Sep 23, 2024 |
|
If (________) happens, you will have a recession
|
Sep 16, 2024 |
|
Kamala Harris' shifting economic policy
|
Sep 03, 2024 |
|
The proposed $5 Trillion tax increase
|
Aug 26, 2024 |
|
Why fear the first cut?
|
Aug 14, 2024 |
|
Monday's global market rout
|
Aug 05, 2024 |
|
Fiscal policy has poured gasoline on the fire
|
Jul 30, 2024 |
|
Dan O'Donnell was dreading this episode
|
Jul 22, 2024 |
|
RNC week. Let's count the Black Swans.
|
Jul 15, 2024 |
|
Is Biden the Comeback Kid?
|
Jul 08, 2024 |
|
As the debate dust settles....
|
Jul 01, 2024 |
|
Can Nvidia recapture King of the Hill status?
|
Jun 24, 2024 |
|
Will The Fed's Policies Affect The 2024 Election?
|
Jun 18, 2024 |
|
Tight policy hurts from the bottom up.
|
Jun 03, 2024 |
|
Episode 100. When does 'Investing Summer' start?
|
May 28, 2024 |
|
Has the Fed lost credibility?
|
May 20, 2024 |
|
The 'misery index' and its role in the election
|
May 13, 2024 |
|
Sell in May. Come back by the election?
|
May 06, 2024 |
|
CNN presidential poll stunner. Advantage Trump.
|
Apr 29, 2024 |
|
The Fed is willing to wait. Homebuyers might not be.
|
Apr 22, 2024 |
|
Vegas and Presidential election odds
|
Apr 15, 2024 |
|
The Fed can’t get it wrong again
|
Apr 08, 2024 |
|
Powell and the Fed don't seem too worried about inflation
|
Apr 01, 2024 |
|
Declining inflation doesn't mean prices are going down
|
Mar 25, 2024 |
|
AI Woodstock.
|
Mar 18, 2024 |
|
Trump stocks vs Biden stocks
|
Mar 11, 2024 |
|
Bullish sentiment takes over
|
Mar 04, 2024 |
|
A second wave of inflation?
|
Feb 26, 2024 |
|
Why Biden and Trump should be careful taking credit for the economy.
|
Feb 19, 2024 |
|
"Most economists will tell you: Fear the rate cut".
|
Feb 12, 2024 |
|
The (Jerome) Powell Pushback
|
Feb 05, 2024 |
|
$1 trillion in debt added in the past 4 months.
|
Jan 29, 2024 |
|
"He thinks he's JFK"
|
Jan 22, 2024 |
|
80% of Capitalism is up for election?
|
Jan 08, 2024 |
|
The Fed's 2023 holiday gift
|
Dec 18, 2023 |
|
The Dan O'Donnell/Dave Spano election wager
|
Dec 04, 2023 |
|
Thankful. And 'choiceful'. What's the difference?
|
Nov 20, 2023 |
|
$33T in debt. We need a hard conversation.
|
Nov 13, 2023 |
|
Taylor Swift, Seasonality, and Geopolitics.
|
Nov 06, 2023 |
|
Israel-Hamas and the Fed’s next move
|
Oct 30, 2023 |
|
Israel-Hamas. Teetering on the knife's edge.
|
Oct 23, 2023 |
|
An imminent Israeli invasion of Gaza.
|
Oct 16, 2023 |
|
A catalyst for World War Three?
|
Oct 09, 2023 |
|
October's Bad Market Reputation & Can Congress Do The Basics?
|
Oct 02, 2023 |
|
The Wall of Worry builds into an election
|
Sep 25, 2023 |
|
Should the State of Wisconsin be in the ballpark business?
|
Sep 18, 2023 |
|
Both sides think they're going to win the election. That's good.
|
Sep 11, 2023 |
|
Austerity in 2024?
|
Sep 05, 2023 |
|
The two-cocktail political pairing
|
Aug 28, 2023 |
|
The recession is not cancelled. It is delayed.
|
Aug 21, 2023 |
|
A Prison President? What Might That Do To The Dollar?
|
Aug 15, 2023 |
|
The Fitch effect. What did the downgrade do?
|
Aug 07, 2023 |
|
Any time you see 90% of economists agree on something....
|
Jul 31, 2023 |
|
At what point do we start to address the debt in this country?
|
Jul 25, 2023 |
|
More inflation, the coming retirement crisis, and growth of decentralized media.
|
Jul 17, 2023 |
|
Inflation. Cutbacks. And will Joe run again?
|
Jul 11, 2023 |
|
The FOMO rally
|
Jun 26, 2023 |
|
"What will you create? Whatever it is, run after it. We did. Run, don't walk."
|
Jun 06, 2023 |
|
AI, front and center. Dan and Dave are believers.
|
May 30, 2023 |
|
Special guest this week: Tina. There Is An Alternative.
|
May 22, 2023 |
|
The issues with the Debt Ceiling.
|
May 15, 2023 |
|
How about a rolling recession?
|
May 08, 2023 |
|
The bank contagian debate. Are we seeing another 08/09 scenario?
|
May 01, 2023 |
|
Tucker Carlson, Don Lemon, and the Debt Ceiling
|
Apr 24, 2023 |
|
$32 trillion and no one wants to talk about it
|
Apr 17, 2023 |
|
Arraignment Eve
|
Apr 03, 2023 |
|
The arsonist is also the fire department
|
Mar 20, 2023 |
|
The Fed broke something
|
Mar 13, 2023 |
|
The stunning stat about ChatGPT's growth
|
Mar 06, 2023 |
|
AI is having a time. When should we welcome our robot overlords?
|
Feb 27, 2023 |
|
Russia, Ukraine, China, Taiwan. What to do about incident risk.
|
Feb 20, 2023 |
|
Super Bowl, Rhianna, and why China is still important.
|
Feb 13, 2023 |
|
Is the 'possible' recession being pushed too far down the tracks?
|
Feb 06, 2023 |
|
$30 trillion in debt. And no concern on either side of the aisle.
|
Jan 30, 2023 |
|
Tech Hands Out Pink Slips - Who's Next?
|
Jan 23, 2023 |
|
Some thoughts on Davos and ChatGPT
|
Jan 17, 2023 |
|
Things are coming back down to Earth
|
Jan 09, 2023 |
|
"They're going to break something"....
|
Jan 03, 2023 |
|
The Fed is getting a lump of coal in its stocking.
|
Dec 19, 2022 |
|
"...bearish indicators are flashing"
|
Dec 12, 2022 |
|
Two themes: Energy and the Fed.
|
Dec 05, 2022 |
|
Disney Shuffles The Deck + A Quick Visit To The Wreckage Of FTX
|
Nov 21, 2022 |
|
About Last Week's Episode? Never Mind.
|
Nov 14, 2022 |
|
One Day and Counting. What Might We See?
|
Nov 07, 2022 |
|
Pre-election 2022: What Would A Red Wave Mean?
|
Oct 31, 2022 |
|
Will The Fed Make Policy Mistake #3?
|
Oct 24, 2022 |
|
Forecasts See A Financial Storm Coming. What Now?
|
Oct 18, 2022 |
|
O'Donnell Predicts A Future Nobel Prizewinner
|
Oct 12, 2022 |
|
Markets Fall For A Third Straight Quarter. What Do We Do?
|
Oct 04, 2022 |
|
Will The Fed's Right Hook Connect?
|
Sep 26, 2022 |
|
Planning In A Downturn: Not Everyone Has A Cardi B
|
Sep 20, 2022 |
|
The Fed Hints At "Pain" In The Future: Where Will We Feel It?
|
Sep 12, 2022 |
|
How Does Our Present Economy Compare To 2008?
|
Sep 06, 2022 |
|
Will Student Loan Forgiveness Be Legally Challenged?
|
Aug 30, 2022 |
|
Does The Fed Decide When A Recession Happens?
|
Aug 25, 2022 |
|
New Bull Or Bear Market Rally?
|
Aug 15, 2022 |
|
Anti-Inflation Legislation Takes A New Direction
|
Aug 08, 2022 |
|
We May See A Double-Dip Recession
|
Jul 25, 2022 |
|
How Slow Can You Go When Employment Is Hot?
|
Jul 18, 2022 |
|
Election Year Observations - Will Trends Continue?
|
Jul 12, 2022 |
|
Is the Fed headed to a policy mistake?
|
Jun 13, 2022 |
|
Inflation and $5 gas
|
Jun 06, 2022 |
|
Summer is here. Can we take a break from markets and the economy?
|
Jun 01, 2022 |
|
The Intersection of Finance & Policy – With Dale Kooyenga
|
May 26, 2022 |
|
Thoughts On Bear Territory
|
May 17, 2022 |
|
When Shortages Get Personal
|
May 09, 2022 |
|
Insidious Inflation Sees Markets Tumble
|
May 04, 2022 |
|
Anticipating Elon Musk-Owned Twitter
|
Apr 27, 2022 |
|
Wait, How Did The Budget Deficit Go Down?
|
Apr 27, 2022 |
|
2022 Throws A Curve: What’s A Yield Curve?
|
Apr 05, 2022 |
|
Planning So You Can Enjoy The Ride
|
Apr 05, 2022 |
|
Inflation And The Price Of Sushi
|
Apr 05, 2022 |
|
Demand Destruction And The Dangers Of Inflation
|
Apr 05, 2022 |
|
What Russia’s Invasion Means To The Markets
|
Apr 05, 2022 |