Introduction

This week we are drinking flying monkeys craft es. We have a terrific macro discussion about the precarious place the fed finds itself in, and what country is a coiled spring. Our favorite hedgefom manager walks us through why he thinks the oil rise is just starting; gives a new name in a sector that he thinks is just too cheap. And then we end with our segments of no stupid questions and skinning the game,. And folks, we might even drink some beer along the way.