Opinionated. Proprietary. Traceable.

Setlist Capital - Consistent, Alpha Generative

Total Portfolio - Return YTD: 12.4%

Benchmark Returns

  • S&P 500 - 3.6% (8.8% Outperformance)

  • Dow Jones - 2.3% (10.1% Outperformance)

  • NASDAQ - 5.8% (6.6% Outperformance)

Opinionated. Proprietary. Traceable.

First…

Golf - Partner Matchup in NOLA

  • Matt Fitzpatrick & Alex Fitzpatrick (+1000 favorites) — the brother act, third straight year together. Matt just won at Hilton Head and is world #3. Root for them.

  • Shane Lowry & Brooks Koepka (+1200) — Rory sat this one out to recover from his Masters win, so Lowry grabbed Koepka instead. Both Srixon guys, close friends, first time partnering up.

  • Ben Griffin & Andrew Novak (+1800) — defending champs. Hard to win this thing twice in a row but they have the chemistry to try.

  • Michael Thorbjornsen & Karl Vilips (+1800) — the young-guns sleeper pick if you want odds with a pulse.

  • Aaron Rai & Sahith Theegala (+2200) — Rai has four top-25s in four Zurich appearances. This is the steady money pick.

  • Johnny Keefer & Michael Brennan (+2000) — three clubs total: driver, wedge, putter. They'll throw birdies on the board in best ball and pray in alternate shot.

  • The course itself (TPC Louisiana) — 7,425-yard Pete Dye design, water everywhere, real alligators roaming the property. The last event before the Cadillac Championship and the PGA starts bearing down.

Turn it to …

Music - Americana & Country for Spring

  • Charley Crockett — Age of the Ram (the final chapter of the Sagebrush Trilogy, produced by Shooter Jennings — put on "Kentucky Too Long" first) → Spotify

  • Paul Cauthen — Book of Paul (the deep voice, the pulpit energy, all of it) → Spotify

  • Luke Grimes — RedBird (the Yellowstone guy, and his new one is actually good) → Spotify

  • Ella Langley — Dandelion (follow-up to Hungover, the one everyone's been waiting on) → Spotify

  • Silverada — Silverada (the Texas band formerly known as Mike & the Moonpies — "Eagle Rare" is a top-5 song of 2024, still in heavy rotation) → Spotify

  • Zach Bryan — anything from The Great American Bar Scene (the porch album — skip around, you can't miss) → Spotify

  • Tyler Childers — Purgatory (old, but the spring-porch-whiskey album. Required listening in April in the South.) → Spotify

Time to Eat…

Food - Ultimate Grill Weekend

  • Grilled Skirt Steak with ChimichurriRecipe

  • Grilled Asparagus with Parmesan & LemonRecipe

  • Grilled Chicken Thighs (Garlic Herb)Recipe

  • Smash Burgers on the GrillRecipe

  • Grilled Shrimp Skewers with Garlic ButterRecipe

  • Grilled Corn with Cotija & LimeRecipe

  • Grilled Peach Salad with BurrataRecipe

Tell your people you love them…

Relationships - “Second Wave”

  • Invite one friend over, not four. Quality conversation requires margin. Four people becomes a group chat; two people becomes something worth remembering.

  • Cook the steak yourself, even if it's worse. You're not impressing anyone — you're giving them the experience of being cooked for.

  • Leave the phone in the other room for one meal. Not the whole day. Just one meal. It changes the whole tone.

  • Call, don't text. Five minutes on the phone with someone you haven't talked to in a while beats forty texts. Especially on a Saturday when you have the time.

  • Take a walk with no destination. The move for a couple, for a parent, for a friend visiting from out of town.

  • Tell someone why you appreciate them — specifically. "You're a great friend" is a pleasantry. "I appreciate how you always check in on me after a big week" is a memory.

  • Don't fill the silence. Second-wave weekends thrive on comfortable quiet. That's the whole point.

Help us reach our end of year goal - share with a friend…or two

Referrals → Badass Koozies

  • What: Refer 6 friends

  • How: Use your unique referral links in this newsletter

  • When: As you please

  • Why: Receive 6 free koozies, enlighten your friends, spread a movement

OMAHA…

Football - Round 1 Recap + Falcons Edition

  • Falcons didn't pick Round 1 — remember, last year they traded this pick to the Rams for James Pearce Jr. at #26. Check the receipt: did Pearce justify it?

  • First Falcons pick comes tonight at #46 — Round 2. Atlanta needs secondary help and a true nose tackle. Expect Morris and Cox to go defense early.

  • The Raiders got their quarterback — Mendoza to Vegas. Good landing spot. Klint Kubiak offense plays to his strengths.

  • QB run was smaller than expected — only a handful went in Round 1. That means value bleeds into Day 2, which means the Falcons might have a quiet but sneaky shot at a developmental arm.

  • Dexter Lawrence trade ripples — Bengals gave up the #10 pick for a player. Unusual. The Giants used the pick, the Bengals got a cornerstone DT. Time will tell who won.

  • The NFC South sleeper draft — watch what the Saints and Bucs did. South is more winnable than the national narrative suggests.

  • Enjoy Day 2/3 with the TV on in the background — it's the better draft viewing experience anyway. The picks matter more, the hype matters less.

On the road again…

Travel - One Tank of Gas Travel

  • Greenville, SC — underrated Southern city, walkable downtown, Falls Park, two hours from Atlanta if you don't hit traffic.

  • Blue Ridge, GA — 90 minutes north. Trout fishing, cabin vibes, the kind of quiet where your phone stops buzzing because service is bad.

  • Highlands, NC — shoulder season before the summer crowds descend. Main Street is a postcard, Old Edwards Inn if you want to spoil yourself.

  • Tallulah Gorge — day trip, 90 minutes. Bring hiking shoes and a friend who doesn't complain on stairs.

  • Nashville — if you want to turn "reset" into "reset with live music." The honky-tonks never close, but a Sunday afternoon at 3rd & Lindsley is the real play.

  • Charleston — five hours, long haul, worth it. Spring in Charleston is the single best week of weather in the South.

  • Anywhere with a rocking chair and a view — this is a mood, not a destination. Pick accordingly.

Take care of yourself…

Exercise - The “It’s Warm Out” Prescription

  • Saturday: 45-minute walk, no podcast. Just you and the spring. You'll notice things you haven't noticed in months.

  • Sunday: 30-minute run (easy pace). The point is to sweat, not to set a PR. Keep it conversational.

  • Tuesday: 20-minute bodyweight circuit on the patio — 5 rounds of 15 push-ups, 20 squats, 30-second plank, 10 lunges per leg. Done.

  • Thursday: Play golf and walk the course. Walking 18 holes is a workout. Quit arguing.

  • Any day: A real stretching session. Ten minutes of honest hip and back work after a sedentary week is life-changing.

  • Bonus: Swim if you have access. Pools are opening this weekend at most Atlanta clubs.

  • The north star: move outside every day this week. Even for five minutes. It's the trick.

Spread the word…

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Take it easy…

That’s it for this week.

Keep showing up, be where your feet are, love your people - and as always, like Wooderson said…keep livin’ man, L-I-V-I-N

The Saturday Setlist Team

P.S.

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