DH Unplugged

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

https://www.dhunplugged.com

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      DHUnplugged #404: A Whole Lot of Half Truths


      Where is JCD? Missed the show this week… Quick solo show with headlines and news tidbits from Andrew.
      Markets are getting a boost as much of the headline news has subsided.
      Earnings season is underway and there are a few half-truths that are being spread around that we will get straightened out.
      Covering a chunk of the major stories that will be moving markets this week.
       



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         45m
       
       

      DHUnplugged #403: Batting With A Blindfold


      Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded.
      Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will see what needs to be addressed.
      Plus – Facebook insights as well as a surprise backdoor scheme we found related to the banks…
       



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         1h4m
       
       

      DHUnplugged #402: TRADE WAR!


      Trade war on the way? Seem that is the case – even though it is being downplayed.
      Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets?
      A look at the Spotify direct listing as well as some of the important items that are moving markets. (Plus a few stock ideas as well)

      – Opened up at ~ $165/share
       



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         1h1m
       
       

      DHUnplugged #401: Smooth Sailing to Shipwreck


      A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway.
      Facebook is getting grilled from all sides and the stock is under major pressure.
      Technical levels are in play as the sell-side continues to harp on the fundamental growth story.
       



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         1h4m
       
       

      DHUnplugged #400: Facebook’d


      Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior.  Even so, once Congress gets involved things can get bumpy.
      A big week for markets as there are plenty of market moving headlines expected. From the potential for a Fed rate hike to the budget spending bill process. We break down ...


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       2018-03-21  1h2m
       
       

      DHUnplugged #399: Headline Overload


      Shakeups at the White House – inflation concerns wane. Plenty of market moving action this week.
      Tariffs have been put in place, but at a much more gentle level than was first expected.
      Jeff Bezos is taking over the world and his net worth proves it.
      Market insights and stock picks too – all in this busy episode.
       



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       2018-03-14  1h4m
       
       

      DHUnplugged #398: Flippity Floppity Cohn Groan


      Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not.
      The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price inflation, new technology innovations and the outlook for markets.
      There is also a new Closest to The Pin to be announced and the winner of the most recent contest.
       


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       2018-03-07  1h3m
       
       

      DHUnplugged #397: Correction Rejection Inflection


      An impressive reversal over the past couple of weeks as investors believe that the recent drop was too far, too fast.
      The Fed looks to provide some insight into their rate hike path as we decipher the recent testimony from Jay Powell.
      Plus – tech news, Channeling Market Predictions and our outlook and insights.397
       



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       2018-02-28  1h7m
       
       

      DHUnplugged #396: The Great Chicken Outage


      A big rebound after a quick market correction. What does the future hold from here? Several potential outcomes are discussed.
      Walmart disappoints and drops to key technical support – but some think there is a silver lining to the story.
      Plus, an update on the Austin trip, news of a chicken outage and of course, Fed Limericks.
       



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       2018-02-21  1h7m
       
       

      DHUnplugged #395: Tarred and Feathered


      This seems to be the market’s version of a wardrobe malfunction. Some are blaming the recent slide on rates and others are simply saying it was overdue. We get into some of the reasons not being discussed.
      Plenty of listener limericks, market updates and insights.
      Plus, what really happened with the VIX last week?
      A new Closest to The Pin is going to be officially announced as well.



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       2018-02-14  1h0m