PODCASTS


DHUnplugged #469: Here Comes Mr. Know-It-All

Markets are taking back some of the steep losses from last week. All eyes are on the end of the week when we will hear from plenty of central bank know-it-alls from the Jackson Hole Eco confab. China’s economic condition is in focus and more…. PLUS we are now on Spotify ! Podcast: Play in […]

DHUnplugged #468: Rolling Coaster

Market volatility is back – 400, 500 and 600 point moves are all of a sudden in style. Bond yields plunge and gold prices soar on the heels of massive geopolitical upheaval. Argentina stock market plunges and President Trump backs off on some tariffs. PLUS we are now on Spotify ! Podcast: Play in new […]

DHUnplugged #467: The Emperor’s New Clothes

Fed rate cut decision and the employment report – all in the same week. Tech has some good news and some bad… Thoughts on the latest earnings season and more. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 59:08 — 54.4MB)Subscribe: RSS

DHUnplugged #466: Flip-Flop Stop!

The Fed parade was out in force last week as they are approaching a rate decision. markets are really hoping for a big cut at the end of the month. We may be setting up for some disappointment – depending on what the earnings season brings. Plus –  a look into the latest reports and […]

DHUnplugged #465: How Does This Square?

Earnings season is here! Banks reporting that net interest margin is taking a hit. Massive outflows from equity funds – but markets hitting new highs – what is this about? Insights on these latest developments and more… PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 59:02 — 54.3MB)Subscribe: […]

DHUnplugged #464: Failed Experiment

Massive losses have plagued EuroZone banks for years – one bank is getting closer to the end of  is life span. Plenty of economic news coming up and earnings season is about to get underway. Negative yields provide an interesting Arbitrage opportunity – that is helping one specific country. PLUS we are now on Spotify […]

DHUnplugged #463: Tariff Blink

We have a truce in the US/China trade spat. Trump Walks on North Korean Soil, Economic reports not encouraging and The Tariff Man Strikes again New Highs for the S&P 500, 5G impact on NOAA/NASA Satellite data and more…. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:00:44 […]

DHUnplugged #462: So Much Stupid

Miles of stupidity being unleashed around the world. Geopolitics may be the thing that knocks markets for a loop. All eyes are focused on the outcome of the G-20 meeting this week. Watch for specific words when they announce their results. Of course we talk economics, markets and all of the financial news that shape […]

DHUnplugged #461: What Could Go Wrong?

Markets are awaiting the decision from the Fed. Tweets about a trade deal are pushing markets higher – What could go wrong? We cover the latest news that is moving markets along with a few special items of interest in this episode. Plus, the Closest to the Pin winner is announced and much more – […]

DHUnplugged #460: Chances Are…

Rate cut chances are rolling up. Markets continue to see bids as there is hope for the Fed to ride in and save the day ! Mexico Tariffs lifted, new China threats and Fake meat gets cooled off. What is with the employment situation? One off or more to come…. Plus, the Closest to the […]