The Difference with Dan O'Donnell & Dave Spano

Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election. 

What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss. 

ABC’s polling indicates weakness for Biden. If inflation doesn’t slow to where rate cuts occur, what does that spell for November?

Dave Spano provides the history behind 'sell in May and go away'. Then, he and Dan pivot to Starbucks, consumers in general, and the daily jockeying during the race to the November election. 

Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions. 

Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action. 

Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.  

On the same day Dan O'Donnell interviewed former president Trump on his radio show, Brian Jacobsen fills for Dave Spano and provides his take on Jerome Powell and the possibly ambivalent reaction to stubborn rates.

When it comes to inflation, Boomers could be the only ones who might not care. 

Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode. 

Don't invest your politics. Dave Spano explains why. 

Is it possible the Fed could leave rates where they are? 

252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup. 

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 Magnificent Seven, and what it will signify when the Fed finally cuts rates. 

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 Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why. 

If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?

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', the TV series. 

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 might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation. 

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 stories of the year. 

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 at holiday parties when it comes to next year's presidential election. 

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. 

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 being ' choiceful ', and what exactly does that mean? 

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/recession in '24?  

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 seasonality, geopolitics, and a presidential election less than a year away.