DH Unplugged

DHUnplugged #363: Free Money For All

Posted on Tuesday, May 30th, 2017 at 10:18 pm.

There is a call for Universal Basic Income that is coming from the wealthiest people in the world. How will that work out for the world?

Markets snapped back after a tough week – back to all-time highs. Amazon cracks through the $1,000 price barrier and Bitcoin plunges.

Drama in the air and more problems with Hot Dogs. Crazy things happening – what is the next shoe to drop? perhaps a default by Greece?

Tonight’s theme: WHO CARES ANYWAY!

Podcast: Play in new window | Download (Duration: 1:02:51 — 43.4MB)

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DHUnplugged #362: Social Media Gone Wild

Posted on Tuesday, May 23rd, 2017 at 10:19 pm.

Does social media impede productivity? Can it be blamed on some of the slow growth around the world?

What is going on with Brazil? Is there a trade in all of this mess?

Investors seem less concerned this week about any of the domestic scandals that have been cropping up – maybe it is just nothing to worry about.

Podcast: Play in new window | Download (Duration: 1:03:32 — 43.9MB)

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DHUnplugged #361: Impervious ?

Posted on Tuesday, May 16th, 2017 at 10:35 pm.

Markets appear to be impervious to any news that may be negative. Buy the good and the bad it appears. So far…..

An update on a few of the recent stock picks, SNAP and markets.

Airlines are still in hot water and we look into whether this is simply social media pressing buttons or something more.

Listen in…

Podcast: Play in new window | Download (Duration: 1:05:38 — 45.3MB)

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DHUnplugged #360: Contemplating Complacency

Posted on Tuesday, May 9th, 2017 at 10:12 pm.

Did we just happen upon the short of the century?

The VIX drops below $10 to a multi-decade low – is this the new normal or something else? Is this simply high confidence or off the charts complacency?

Apple and the “big boys” are holding up markets, but below the surface there is something else going on.

Podcast: Play in new window | Download (Duration: 1:00:21 — 41.7MB)

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DHUnplugged #359: Retirement Plans In Jeopardy

Posted on Tuesday, May 2nd, 2017 at 10:16 pm.

Earnings season is underway and there have been some big winners and some monstrous losers.

GDP slows as does some other important U.S. economic metrics. The VIX hits single digits this week before it pops higher – a sign that there is too much complacency in the markets?

New rules being discussed may lose the much coveted tax deduction on 401k plans..

Much more fun and biz discussions …

Podcast: Play in new window | Download (Duration: 1:06:37 — 46.0MB)

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DHUnplugged #358: Biggest Ponzi Scheme Ever?

Posted on Tuesday, April 18th, 2017 at 10:16 pm.

Is it possible that this is just one gigantic Robin-Hood Ponzi Scheme? We take a look at one of the biggest companies out there and scary similarities to a typical Ponzi.

Earnings are starting to roll in and so far they are looking somewhat weak. But, there is always the upcoming tax reform – oh wait…. maybe not so fast on that thought.

Plenty of political tensions but market stays somewhat resilient – plenty more to discuss in this episode.

Podcast: Play in new window | Download (Duration: 1:03:05 — 43.6MB)

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DHUnplugged #357: Fear Creeping In

Posted on Tuesday, April 11th, 2017 at 10:16 pm.

The VIX is moving – closing at the highest levels of 2017 as geopolitical tensions are growing. Between the latest bombings of Syria and the U.S. sending several navy ships to flex our muscle in the Pacific, many are concerned that we are setting up for some near-term ugliness. Will that sentiment blow over as quickly as it came?

Tax reform may not take place until the end of the year and earnings season is weighing heavily on the the minds of investors.

Plus we look into the crazy United Airlines incident, Apple’s move to design their own chips , Tesla’s crazy valuations and much more.

Podcast: Play in new window | Download (Duration: 1:09:08 — 47.8MB)

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DHUnplugged #356: The Leaky Fed

Posted on Tuesday, April 4th, 2017 at 10:26 pm.

In a startling admission, Richmond Fed President Jeffery Lacker admits he was the source of the Fed leak in 2012. Will this finally lift the veil and remove any credibility the Fed has with investors?

Quarterly numbers are in for markets and now it is time to see if earnings can hold up to expectations.

Tesla stock skyrockets after delivery beat – will this sky-high valuation be able to be maintained?

Podcast: Play in new window | Download (Duration: 1:00:16 — 41.7MB)

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DHUnplugged #355: BLOCKED – No Repeal, No Replace

Posted on Tuesday, March 28th, 2017 at 10:18 pm.

Political capital lost as the health care bill is pulled before the vote. How will this play out in markets as this has significant ramifications on the potential for tax cuts.

The markets are struggling with the idea that some of the planned for fiscal stimulus may be in limbo. Still – consumer confidence clocks in at the highest rate in months.

More on Uber, Google ads and plenty of other fascinating topics to discuss.

Podcast: Play in new window | Download (Duration: 1:01:16 — 42.4MB)

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DHUnplugged #354: The Red Phone

Posted on Tuesday, March 21st, 2017 at 10:21 pm.

Markets are starting to realize that it may not be so easy for all of the promises come to fruition. From a quick reduction in taxes to a repeal and replace of the health care bill.

The US Dollar is sinking – even after the Fed hiked rates last week – what is going on?

China is causing some angst as banks are failing and the government is now coming in with monetary injections. Plus a look at the latest Apple product updates and some commentary on the Red Phone.

Podcast: Play in new window | Download (Duration: 1:08:25 — 47.3MB)

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