The johnsondanny866’s Podcast
Unbridled Nation is for retired and soon-to-be retired people who refuse to fade into the background. Through stories from ILyft4U and beyond, we explore purpose, local freedom, and staying connectedin your next chapter.
- Indexed episodes, last 90 days
- 187
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Risk Models from Biotech to Texas oil (opens the original)
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Risk Models from Biotech to Texas Oil Description:In this episode we put the Trail Boss ARDL Bull Weekly model to work across very different kinds of companies — from a clinical-stage gene therapy biotech to Texas energy producers and homebuilders. Using the same statistical framework, we examine how much of each stock’s recent move is pure momentum versus the influence of macroeconomic factors like inflation. We then pair those short-term model reads with the fundamental story pulled from each
Energy Transfer's 68 Billion Debt Tightrope (opens the original)
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🛢️ Energy Transfer's $68 Billion Debt Tightrope Energy Transfer looks like a cash-flow machine. But how much weight can $68 billion of debt put on the saddle? In this episode of Trail Boss Radio, we're taking Energy Transfer LP (ET) down the trail. The headline numbers are enormous: 💰 $85.54B revenue💵 $10.15B operating cash flow📊 $9.03B operating income💰 $4.43B net income🏦 $68.31B long-term debt💵 $1.27B cash on hand Energy Transfer operates like a giant toll road for American energy. Its pipelin
Cannabis Investing Guide Individual Stocks (opens the original)
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Cannabis Investing Guide: Individual Stocks vs. ETFs We've spent the last couple of episodes looking under the hood of MSOS. We learned that MSOS isn't simply a basket of cannabis stocks. We looked at the financial plumbing—total return swaps, counterparties, collateral, tracking differences, and the federal restrictions that helped create this unusual structure. Now it's time for the bigger question: If you want exposure to the cannabis industry, should you buy MSOS—or should you buy the indivi
AT&T's Five Billion dollar Profit illusion (opens the original)
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📡 AT&T's Five Billion Dollar Profit Illusion Did AT&T really make $11 billion more from the business — or does the headline profit number hide a much different story? In this episode of Trail Boss Radio, we're taking AT&T (T) down the trail and looking behind the 2025 profit headline. AT&T reported $21.95 billion in net income, compared with about $10.9 billion the year before. That's a massive improvement. But here's where the Trail Boss starts asking questions. A $5.6 billion tax-free gain fro
McKesson's 210 Million Accounting illusion (opens the original)
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McKesson's $210 Million Accounting Illusion What happens when a company reports $403.4 billion in revenue, $4.76 billion in net income, and 45% net-income growth — but part of that story includes a $210 million accounting credit? In this episode of Trail Boss Radio, we take McKesson Corporation (MCK) down the trail and look beyond the headline numbers. McKesson is one of the biggest healthcare businesses headquartered in North Texas. But the 2026 10-K tells a much more interesting story than its
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