Media


DHUnplugged #807: MahJong and Markets

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:05:12 — 60.0MB)Subscribe: RSS

DHUnplugged #806: Buy the Rumor and The News

Let’s Make a Deal! News Dominated by … SpaceX This week – Fed rate Decision Need a new CTP (SPACEX?) PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:51 — 56.0MB)Subscribe: RSS

DHUnplugged #805: Space Race

Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play […]

DHUnplugged #804: Circular Bio-Economy

Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:54 — 62.5MB)Subscribe: RSS

DHUnplugged #803: The Thucydides Trap

– Happy Memorial Day – A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir. – The new transient inflation. – Another BOARD? These guys like to make exclusive clubs… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]

DHUnplugged #802: UBI Begins

A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts PLUS we […]

DHUnplugged #801: Robot Takeover Begins

Good overall earnings season – still going strong Economic reports show a mixed picture – but still good enough Semi-annual earnings report option gaining steam Saying goodbye to Spirit Airlines Markets PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:05:46 — 60.5MB)Subscribe: RSS

DHUnplugged #800: 50-50 Market

All-time highs – SP500 up 9% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%) Worried about No More Mr. Nice Guy The new “Blockchain” , “SPAC”, “MEME” that is pushing stocks PLUS we are […]

DHUnplugged #799: Out of Action Again

All-time highs – SP500 up 8% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched JCD could not make it tonight – back for some more tests…. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 49:42 — 45.8MB)Subscribe: RSS

DHUnplugged #798: Market Immunity

PCE and inflation trends – single day concern Earnings Season – Goldman, JPM Eco Reports of historic proportion Feds looking at Private Credit holdings at banks PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:08 — 56.3MB)Subscribe: RSS