PODCASTS


DHUnplugged #473: Moaning and Droning

Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region. On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans? Inflation will see a big move with the jump in oil prices – how will the […]

DHUnplugged #472: The Rotation Begins

Closing in on all-time high levels again – while the impact of the trade war slows the global economy. Apple issuing debt to add fuel to buybacks an dividends. The new Volfefe index and more.. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:01:58 — 57.0MB)Subscribe: Apple Podcasts […]

DHUnplugged #471: Blowhards

Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances. The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies. Good news and bad mixed for markets as we enter into a seasonally weak month. […]

DHUnplugged #470: Trend on The Bend

Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted. Chicken sandwich wars and fake chicken on the menu. Are these signs of something or just business as usual? PLUS we are now on Spotify ! Podcast: Play in new window | Download […]

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: Apple Podcasts | Android | 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 […]