DH Unplugged

Dvorak and Horowitz, unscripted and unrehearsed discuss markets, finance and economy like no one else.

https://www.dhunplugged.com

Eine durchschnittliche Folge dieses Podcasts dauert 1h2m. Bisher sind 198 Folge(n) erschienen. Jede Woche gibt es eine neue Folge dieses Podcasts
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episode 512: DHUnplugged #512: Shaken Not Stirred


A few important items to keep an eye on. Some big news in the airline space and an update on the worrisome trend with new cases around the country. We also have some thoughts on the upcoming employment report – to be released on Thursday.


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   1h1m
 
 

episode 511: DHUnplugged #511: A Gusher of Liquidity


Markets continue to ride high on the liquidity from global central banks. The USD is sinking – a good tailwind for US companies. A gigantic gaffe by Navarro about the trade deal – or was it? New highs for the NASDAQ as investors gobble up stocks Fed Li...


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   59m
 
 

episode 510: DHUnplugged #510: All In For The Win


Markets getting a lift from some good economic news, combined with news from the Fed. Covid-19 spikes in several states are starting to spook investors, even as buy-the-dip is still alive and well. Petitions to take down statues,


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   1h2m
 
 

episode 509: DHUnplugged #509: A Swing and a Miss


Markets are in a frenzy. Jobs numbers post a surprising gain as economists and analysts are dumbfounded. Retail traders are betting big on bankrupt companies – as free money creates unprecedented moral hazard. Oh, an now – Fake Eggs are coming.


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   1h0m
 
 

episode 508: DHUnplugged #508: The Casino Is Open


Nothing appears to be able to stop the bulls from buying every dip. Even when there isn’t a dip, they continue to buy – regardless of headwinds or valuation concerns. Big week for economic data – although that doesn’t seem to matter either… Announcing ...


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 2020-06-03  1h3m
 
 

episode 507: DHUnplugged #507: Socialized Capitalism


Markets reacting violently to headlines of every vaccine trial. Questioning – is this socialized capitalism? Real Estate over-bidding again and more global stimulus on the way. Fed Limericks are Back! PLUS we are now on Spotify !


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 2020-05-27  1h2m
 
 

episode 506: DHUnplugged #506: More Free Money


New stimulus and more money to families under discussion. Retail sales drop the most on record and unemployment is approaching historic levels. New evidence that there is massive foreign money coming into U.S. markets YES – Limericks are Back!


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 2020-05-20  1h2m
 
 

episode 505: DHUnplugged #505: The Fickle Trickle


The rally Continues – 14.7% Unemployment seems okay considering… Markets are in rally mode as stimulus keeps on trickling down (or is it up?) – until they don’t. YES – Limericks are Back! PLUS we are now on Spotify !


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 2020-05-13  59m
 
 

episode 504: DHUnplugged #504: The Grand Re-Opening


The grand-reopening under new (and old) management begins. Markets seem uninterested with the idea that the economy is in a depressed state. Treatments are creating a buzz, hope is in the air that a vaccine/cure will be forthcoming.


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 2020-05-06  1h2m
 
 

episode 503: DHUnplugged #503: Slope of Hope


Oil is once again sliding down that slope of no-hope. Stocks are climbing on earnings hope. States are starting to open on a rolling basis – what is on the other side of this disaster? New rules for the PPP and the real reason that states are pushing t...


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 2020-04-29  58m