show notes


DHUnplugged #785: January Effect

LOVE HOSTILE TAKEOVERS? Upgrades all around the AI trade again… January Effect Defense and Oil Related – Let’s Go! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:40 — 58.6MB)Subscribe: RSS

DHUnplugged #784: Auld Lang Xiety

Looking at a weird GDP data point. Calling BS on Russia/Ukraine peace talks. Gold and Silver – WOW! Closing out the year – a good one too! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:01 — 58.0MB)Subscribe: RSS

DHUnplugged #782: Black Hole Economics

SpaceX IPO coming – huge increase in valuation over past 3 months Happy Hanukah – Eight Crazy Nights Now Kevin AND Kevin PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:06:04 — 60.8MB)Subscribe: RSS

DHUnplugged #781: Greenlighting

We are Green-lighting! Announcing the participants for the CTP Cup 2025 (2) Lots of execs moving around all of a sudden A Chocolate Craze PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:20 — 57.4MB)Subscribe: RSS

DHUnplugged #778: Total HorseSh!t

Tariff juggling – just moving them around – no studies, no rationale Big Moves – One of the worst Novembers since 2008 The Big Short – End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:41 — 56.8MB)Subscribe: RSS

DHUnplugged #777: Bifurcation

NEW CTP for IBIT Under/Over – Looks like the OVER Presidential PARDONS and A King’s EVICTION All Excited – Making headway on the Deficit ! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:37 — 56.7MB)Subscribe: RSS

DHUnplugged #776: Same Story Line

Supreme Court Ruling on tariffs within weeks…. Say goodbye to the penny! November heading for a potential fall. Splits – Are they back? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:55 — 57.0MB)Subscribe: RSS

DHUnplugged #775: Everything Is Fine

Exhaustion signals TESLA – a rabbit out of a hat! Fed meeting in focus S&P earnings week – its a big one PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:05 — 58.1MB)Subscribe: RSS

DHUnplugged #773: Best Of Us (2)

HYSTERICAL! Some of the best host stories from over the years. Recipes and food talk…. How about that Egg book? Shotguns and Booze anyone ? Clay Pigeons… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 52:25 — 48.3MB)Subscribe: RSS

DHUnplugged #771: Red October?

Crypto pulling back October – one of the toughest months Day traders – some good news Intel’s new growth model PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:29 — 57.5MB)Subscribe: RSS