All Episodes
The Art of the Deal 2025?
Economic tools for non-economic goals from Donald Trump. Plus, Dave Spano connects Ferris Bueller’s Day Off with the current trade standoff.
DeepSeek day. Is this AI's 'Sputnik' moment?
Did China’s AI bot leapfrog the competition? It sure rattled the markets. Dan and Dave discuss---and Spano makes the point it could have a Capitalism-like twist.
Inauguration Day. Proclamations and executive orders.
Front and Center: Immigration and Border Security. President Trump has a long list including tax cuts and deregulation. Dave suggests Wisconsin takes the UP back from ...
What will Trump 2.0 look like? He’s been through the ringer, expect more efficiency .
First show of 2025. Dan shares more about WISN's extraordinary ratings performance before the guys settle into looking at next week's inauguration.
Trump, running things already
Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.
US bullish sentiment vs. worrisome geopolitics.
Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis.
Dave, Dan, and Billy Bob sort out oil production
NOTE: This episode includes language that some may find offensive. Not quite NSFW, but keep the volume down when the clip from 'Landman' airs.One of the 'three arrows'...
More Trump cabinet issues? The Bessent dissent.
Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'. Dave says Bessent has the skills to tackle a very full plate of issues.
Trump bump keeps chugging
Auto, banks, financial institutions, and independent power producers have momentum while other sectors don't. President-elect Trump is clearly following his campaign t...
The Art of the Deal, 2025 version
After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see? Dan and Dave discuss.
The Presidential Election edition
Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up.
Any election signals from the markets?
One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis.
Two weeks to go
Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donne...
Prepare for each side winning in November
Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance.
He who pays the piper calls the tune
Dave and Dan begin with perspective on Elon Musk vs. Mark Cuban jostling for their candidates before heading to other election topics.
The Magnificent 7 Swing States
Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision.
About time for an October surprise
The path to the White House is complex. Dan O'Donnell and Dave Spano describe how a potential Electoral College tie could be settled. But what if an October surprise a...
If (________) happens, you will have a recession
The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast.