PODCASTS


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 –Β  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 ofΒ  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 […]

DHUnplugged #459: From All Sides

Markets now getting hit from the latest anti-trust review of key tech companies. Gold is getting a lift after news that the U.S will impose tariffs on Mexico. Apple has a new monitor that costs how much? Rate cuts odds are going up. Plus, the Closest to the Pin and much more – PLUS we […]

DHUnplugged #458: Reversion to Inversion

Interest rates are starting to get the attention of investors again as we are seeing more inversions occurring. Moving toward the end of the month, bulls will try to bring up stocks as major indices are down the for five consecutive weeks. A look at the new trend toward veggie burgers as well. The Closest […]

DHUnplugged #457: The Decennial Taco Meet

After 10 long years, we finally got to meet in personal again. Great time in Austin with some cold beers and soft tacos. JCD found a terrific spot for lunch. Markets are down for several weeks and now there is more than a simple trade war to worry about. Treasury yields continue to drop as […]