Tom and Moe boycott Star Wars Day and jump into the analysis of the Feds decision and rhetoric from the announcement yesterday afternoon. What started as a neutral announcement quickly turned hawkish

Ben, Andrew, and Tom discuss the continued difficulty within the banking system, earnings reports out of AMD, F, and SBUX, some favorable data coming out of Eli Lilly in regard to their new Alzheimer

Andrew and Tom discuss ISM Manufacturing numbers as they have stabilized in spite of the economic uncertainty. JOLTS report later today, as well as a FED meeting upcoming tomorrow. The FDIC weighs a n

Ben and Tom discuss First Repulic Bank going into FDIC receivership. JPMorgan assumes assests, as FRC is the biggest US bank failure since 2008. Charlie Munger comments that banks are no where near th

Ben and Tom have a special guest, Molly Russell join the call. GDP results show a large growth in personal consumption (the largest growth since Q2 of 2021), and there was also a large bump in governm

GDP comes in lower than anticipated showing the overall economy continues to slow, LLY, CAT, and NOC report quality earnings for the quarter, with some other big players waiting to report this evening

Discussion around First Republic continues as the bank is running out of time and options, and earnings reports from some of the largest companies in the US begin to roll in, including Google, Microso

Discussion centers around the report out of First Republic Bank and the implications of that data for the rest of the banking system. A number of other companies reported earnings including some consu

Ben and Tom discuss the news of Bed Bath and Beyonds bankruptcy, the downgrade of a number of small banks by Moodys, Teslas decision to raise their capital spending forecast, steady earnings out of

Ben, Andrew, and Tom discuss the current state of the Eurozone, as inflation continues to create issues in several places outside of the US. PG reports growth across the past quarter, RF grows as well