DH-Unplugged


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

DHUnplugged #483: The Tariff Man Strikes Again (Notes Only)

Show Notes for the show that never happened…. The last few weeks for this decade. Stocks having a banner year with only a few hurdles remaining. China trade deal remains elusive with the potential for an increase in tariffs set for December 15. Plenty of interesting topics, a new brainteaser and a look at recent […]

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 […]