Episodios

  • Pretty ugly in the next 30 days.
    Apr 21 2025

    Market gains rarely move in a straight line. As the next round of earnings calls approaches, Dave Spano will be listening for key insights from corporate leaders. Meanwhile, Dan O'Donnell warns that we may be in the calm eye of a looming debt hurricane.

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    16 m
  • Are we in a recession?
    Apr 14 2025

    It's a 50/50-coin flip. Made even more complicated by shifting messages. Dave Spano and Dan O'Donnell chop up the latest.

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    15 m
  • Tariff downsides? Recession and demand destruction.
    Apr 7 2025

    It's a tight game being played. Art of the Deal or potentially turning the midterms upside down? Dan and Dave discuss the week after Liberation Day.

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    16 m
  • Perception is greater than reality
    Apr 1 2025

    Recession predictions are on the rise. Liberation Day is April 2nd. Will that be enough for our Master-Negotiator-In-Chief?

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    16 m
  • It's the White House not the Waffle House
    Mar 24 2025

    Were we due for an economic detox? Dan and Dave discuss tariffs and tactics.

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    16 m
  • The art of the tariff making deal?
    Mar 10 2025

    We're seeing how the sausage is getting made. Not pretty. But are conditions poised to spring back when certain hurdles are cleared?

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    15 m
  • The 'message' behind tariffs isn't getting across.
    Mar 3 2025

    We're truly at the intersection of politics and economics when it comes to tariffs and foreign conflicts.

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    16 m
  • Insights from Dan's day broadcasting live from the White House
    Feb 24 2025

    What was it like to broadcast from 'radio row' at the White House and interview officials like Scott Bessent and Doug Burgum? Dan takes us behind the scenes. DOD also fessed up and said, "Dave, you were right" regarding previous thoughts about one of his guests.

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    16 m
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