PODCASTS


DHUnplugged #486: 2019 Compiled (Part 1)

Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 1 we discuss:  The Hosts, News Media and President Trump. Podcast: Play in new window | Download (Duration: 1:50:58 — 101.9MB)Subscribe: RSS

DHUnplugged #485: Resolutions

We have a trade deal! Markets love it and building on gains. Brexit resolution is at hand. Headwinds resolving. MOMO is the play as markets move up – chasing performance into the end of the year. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:01:38 — 56.7MB)Subscribe: RSS

DHUnplugged #484: This Does Not Compute

Awaiting the decision on tariffs hikes ahead of the weekend deadline. Massive outflows from equity funds, but markets continue to rally. The Peloton Wife is a thing…. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:03:43 — 58.6MB)Subscribe: RSS

DHnplugged #482: To FOMO and Beyond!

Merger Monday Mania. Trade Deal Euphoria. To FOMO and beyond! London cuts Uber, Fake Meat Update and an update on the CTP. Yes, and a new brainteaser – just in time for Thanksgiving. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:03:45 — 58.6MB)Subscribe: RSS

DHUnplugged #481: Selective Buoyancy

Can’t keep it down – even headlines showing pessimism of a trade deal don’t shake these markets. Warning Notices: Hindenburg Omen and Ohama Titanic Syndrome… Ford’s entry into the EV market and more… PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:03:03 — 58.0MB)Subscribe: RSS

DHUnplugged #480: Easy Money

Hong Kong protests escalate with a deadly shooting. Asian markets sell off on the news. Easy money policy continues to fuel stock rally – although interest rates are climbing again. WeWork is looking for a new CEO – who is crazy enough to take on that role? PLUS we are now on Spotify ! Podcast: […]

DHUnplugged #479: MOMO and FOMO Collide

Last big week of earnings for S&P companies. FOMO and MOMO collide – but seeing some warnings signs on the charts. The Fed cuts and then seems to be on hold for now and the surprise bump in jobs. M&A activity, investors that cry on TV are all part of this outrageous episode. PLUS we […]

DHUnplugged #478: New High For The Spy

Several M&A announcements this week. Trade deal may – or may not – get completed by the initial hoped for deadline. More WeWork fallout, an earnings season update and an update from JCD on California’s rolling blackouts. Announcing a NEW Closest To The Pin PLUS we are now on Spotify ! Podcast: Play in new […]

DHUnplugged #477: Brains On – Mouths Shut

Head deep into earnings season. So far, so good. Brexit delays, but a light at the end of the tunnel. Facebook crushed as more news from states looking at their business practices. The answer from last week’s brainteaser and a new one. Announcing a NEW Closest To The Pin PLUS we are now on Spotify […]

DHUnplugged #476: Appeal of The Skinny Deal

Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside. We have a skinny, partial Phase 1 Trade Deal with China – what does it mean? IMF drops global growth to levels not seen since 2008/2009. PLUS we are now on […]