PODCASTS


DHUnplugged #443: The Glass is Fully Full

Pricing in every headwind to be resolved favorably, markets continue to be in rally mode. Word that there may be a deal at hand for a government spending bill helped to propel market higher – just a few days after markets were spooked by comments that a China deal is no way near done. Some […]

DHUnplugged #442: BTD Or STR ?

No major tweets to sidetrack investors. The Fed is more accommodating and investors like what they see through this earnings season. Of course buybacks are starting up again after black-out periods as well – helping to push up markets. There may be some movement after the State of the Union address with a few specific […]

DHUnplugged #441: Yearning for Earnings

The government is open again – at least for the next three weeks. It is going to be a very long week as earnings and economic data are flowing. A few cuts to guidance and poor earnings reports may derail the January rally. Volatility is not letting up either…. Podcast: Play in new window | […]

DHUnplugged #440: Cloudy with a Chance of Correction

IMF lowers their outlook for global growth. At the same time, conflicting headlines about trade talks punish markets. After a few weeks of a reflexive rally, is it time for consolidation? There are plenty of stocks that are now “overbought” and could see some selling pressure. The question is whether it will result in a […]

DHUnplugged #439: Black Eyed Finance

Here we go…. Earnings are starting to roll in and already we are seeing a plenty of disappointments. The good news is that investors may have priced in the worst case. The government shutdown may cost the economy much more that originally anticipated. GDP may take a hit. Plus – an update on Jae’s fancy […]

DHUnplugged #438: Ringing It In

2019 here we come! Markets look as though they are trying to dig out of a major hole with earnings season just around the corner. Oversold to overbought in just a week – we take a look at some key indicators and explore their meaning. Plenty of headwinds that are shaking markets – how will […]

DHunplugged #437: 2018 Compiled (Part 2)

Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2018. In this episode (Part 2), we look back on Tariffs, Record Highs/Lows, The Fed and A JCD compilation. A big thanks to listener (and show friend) Ryan Rediske for taking the time to […]

DHUnplugged #436: 2018 Compiled (Part1)

Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2018. In this episode (Part 1), we look back on Oil, Bitcoin, Trump and Elon Musk/Tesla. A big thanks to listener (and show friend) Ryan Rediske for taking the time to put this all […]

DHUnplugged #435: A Halibut’s Dream

Nothing seems to help markets that are in a tailspin. When is it time to start think about possibly dipping into some names that are flashing oversold readings? The price of oil is plunging. While that is good for consumers – what does that say about the general demand? Handicapping the Fed’s rate decision and […]

DHUnplugged #434: Odious

Extreme volatility as investors go from euphoria to hysteria – all in a matter of hours. Headlines continue to come fast and furious creating a minefield for investors. As the end of the year approaches, will that sought after rally take hold? Plus – the 2018 DH CTP Cup  is announced.   Podcast: Play in […]