Andrew and Tom discuss the strange acquisition attempt of Macys, Cignas decision to back off the Humana deal, and an extremely data-heavy week ahead which includes a Fed meeting and retail sales dat

Ben can't fit into Lululemon clothing. Please stop buying it for him.

Apologies for the delay. John Boy (6'7") is playing for the Brooklyn Nets this week, and Producer Hicks (5'10") is uploading the call. Producer Hicks forgot about the task John Boy trusted him with. W

Ben, Andrew, and Tom discuss the fixed income topics at todays conference in Charlotte, NC., the stabilization in the industrials sector, a number of earnings updates, and some economic data coming i

Ben and Tom discuss ISM manufacturing data results from last Friday, the current employment situation, more merger action, bitcoins recent rise, an attack on a US destroyer, and things to watch this

Ben and Tom discuss the OPEC+ production cuts, Nick Timiraos article saying that the Fed is done raising rates, how the Fed should message this pivot to avoid excess exuberance, and a Friday football

Ben, Andrew, and Tom discuss deflationary pressures beginning to pop up, Teslas Cybertruck event, mergers happening in a number of industries, and earnings out of Snowflake and Salesforce. For in

Ben and Tom discuss Bill Ackmans call for the Fed to cut interest rates early in 2024, bonds rallying strongly off his comments, the Feds need to be proactive with rate adjustments this time around,

In a short call, Andrew and Tom discuss yesterdays bond auction and Adobes Black Friday Roundup data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...