All Episodes
A second wave of inflation?
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.
Why Biden and Trump should be careful taking credit for the economy.
It's going to be a long slog from President's Day to the election. Dan and Dave discuss markets during election cycles, the influence of Joe Biden's sister, the Magnif...
"Most economists will tell you: Fear the rate cut".
After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the ...
The (Jerome) Powell Pushback
If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?
$1 trillion in debt added in the past 4 months.
Dan and Dave discuss the stubbornly good economy, GDP, the election (and the still-in-play $100 bet), bond vigilantes, Elon Musk, and dandy a quote from 'Billions', t...
"He thinks he's JFK"
Ron DeSantis dropping out of the presidential election leads the podcast, but Dan O'Donnell and Dave Spano also wonder what the Kamala Harris/Gavin Newsom dynamic migh...
80% of Capitalism is up for election?
Election season. Not just here, but around the world. Dave Spano and Dan O'Donnell cover the Iowa caucus, Boeing's bad weekend, the Fed, and what could be the biggest ...
The Fed's 2023 holiday gift
On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about...
The Dan O'Donnell/Dave Spano election wager
Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.
Thankful. And 'choiceful'. What's the difference?
Dan and Dave find reasons for cheer this Thanksgiving week; consumers keep spending, GDP looks healthy, and the Fed might be done raising rates. But why are CEO's bein...
$33T in debt. We need a hard conversation.
Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/r...
Taylor Swift, Seasonality, and Geopolitics.
Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seas...
Israel-Hamas and the Fed’s next move
As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are c...
Israel-Hamas. Teetering on the knife's edge.
Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The n...
An imminent Israeli invasion of Gaza.
What are the chances of a proxy World War Three? Markets aren't acting like it.
A catalyst for World War Three?
What's happening in Gaza has the potential to destabilize world markets.