show notes


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

DHUnplugged #770: The Money Tree

Rate cut – rates up? Diet Stocks – losing weight Good news/bad news – all good for markets Bessent for Fed Chair and Treasury Secretary? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:20 — 59.2MB)Subscribe: RSS

DHUnplugged #769: Sideline Ca$h

Cash on the sidelines…. (that thesis is coming back) ATH – Fed cut, AI earnings, buybacks… (Sentiment) Most hated stocks – more hate PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:05:18 — 60.1MB)Subscribe: RSS

DHUnplugged #768: Glass Houses

Football Team Valuations Sexy is back – Retail What winning the Powerball Jackpot means A little 1,000,000 revision… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:23 — 62.0MB)Subscribe: RSS

DHUnplugged #766: Jackson HOLY!

Jackson HOLY cow what a move…. SOE’s get used to it – We are now China. Airline consolidation or murder? Bond yields – Long bond yields up. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:35 — 57.6MB)Subscribe: RSS