All Episodes
More inflation, the coming retirement crisis, and growth of decentralized media.
Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels.
Inflation. Cutbacks. And will Joe run again?
If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?
"What will you create? Whatever it is, run after it. We did. Run, don't walk."
Enthusiasm for AI is everywhere. "We could be on the precipice of another major move like we saw in 1999."
AI, front and center. Dan and Dave are believers.
Powered by Nvidia. Not the chip, per se, but the company which reported blowout earnings last week. What's the potential? Who will be disrupted? Who might be left behi...
Special guest this week: Tina. There Is An Alternative.
Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which ...
The issues with the Debt Ceiling.
With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?
How about a rolling recession?
Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.
The bank contagian debate. Are we seeing another 08/09 scenario?
Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".
Tucker Carlson, Don Lemon, and the Debt Ceiling
Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.
$32 trillion and no one wants to talk about it
On the eve of a potential settlement of the Fox/Dominion lawsuit, Dan and Dave talk about the Fed, the Economy, and what might happen with the debt limit.
Arraignment Eve
As the Trump motorcade heads to the airport, Dan and Dave discuss the ramifications and potential angles involved in this historic event. With the debt ceiling approac...
The arsonist is also the fire department
The banking system is in a tough patch. Dave Spano said the Fed was going to break SOMETHING. This is it.
The stunning stat about ChatGPT's growth
ChatGPT stories are everywhere. Dan and Dave discuss the potential along with some pitfalls. Dave floats an interesting conspiracy theory about COVID.
AI is having a time. When should we welcome our robot overlords?
More on the developing story of China potentially aiding Russia with weapons and the subsequent impact of the US-China trade relationship. Dave and Don discus potentia...
Russia, Ukraine, China, Taiwan. What to do about incident risk.
It is difficult to manage money to what's called 'incident risk'. But is the answer to become less risky? Dave Spano and Dan O'Donnell discuss a series of geopolitical...
Super Bowl, Rhianna, and why China is still important.
Dan and Dave chat about Rhianna's Super Bowl show, a couple of interesting commercials within the broadcast, and why China still matters despite sending balloons over ...
Is the 'possible' recession being pushed too far down the tracks?
Was Friday's stellar jobs report good---or not so good? Depends on who you ask. Plus, Dave hauls out a quote from The Godfather regarding news from the economy.
$30 trillion in debt. And no concern on either side of the aisle.
A huge couple weeks of earnings---our old nemesis 'interest rates--and a stare down over the debt limit. Dave and Dan have a lot to talk about this week.
Tech Hands Out Pink Slips - Who's Next?
Google announced that they were laying off 12,000 employees, another sign that a slowdown is imminent. Will layoffs of that magnitude make it to the Midwest? Dan O'Don...
Some thoughts on Davos and ChatGPT
The World Economic Forum is underway at Davos. Dan and Dave have some thoughts. Then, they REALLY get going on AI technology like ChatGPT and the potential it could cr...
Things are coming back down to Earth
On the brink of earnings season, are we about to see lower P/Es on actual multiples of 'real' earnings?
"They're going to break something"....
Buckle up. 2023 is going to be an interesting year. The odds of a soft landing are dropping, what might the Fed do if an actual recession is declared?
The Fed is getting a lump of coal in its stocking.
"No question. We're headed for a slowdown" says Dave Spano. In this week's episode, he and Dan O'Donnell review the actions of the Fed and how they have set up current...
"...bearish indicators are flashing"
Janet Yellen's appearance on 60 Minutes signaled something quite different than what she used to say about inflation. Dave and Dan discuss. Will 2023 see a true recess...
Two themes: Energy and the Fed.
Set the supply chain and Russia aside. The Fed misjudged the situation and is now working feverishly to avoid a recession.
Disney Shuffles The Deck + A Quick Visit To The Wreckage Of FTX
Dave Spano and Dan O'Donnell chat about Bob Iger's return to Disney, the prospects of a soft landing, and why the blockchain continues to have promise even in light of...