show notes


DHUnplugged #648: AI Doomsday

The end is near – AI taking over they say… OPEC+ Suprise cuts – not the best tine for that move. Some bankers may be in hot water after their recent poor judgement. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:42 — 55.9MB)Subscribe: RSS

DHUnplugged #647: Resilient!

Microsoft Activision deal – back in the spotlight. Bank runs have cooled – but there are still questions. Resilient – yes, that’s the word Fed officials will use. Over and over to describe banks. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:15 — 55.5MB)Subscribe: RSS

DHUnplugged #646: COCO Bond Rug-Pull

No rest for bankers – weekend overload to quiet markets. COCO bond rug pull – billions lost The Fed in a no-win position this week. Rate decision meeting Wednesday. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:59 — 51.5MB)Subscribe: RSS

DHUnplugged #645 – 2 Day Crisis?

Banks get smoked as depositors run scared. Fortunately we get a Sunday Night STICK SAVE! We have some bones to pick – bad math and even worse work ethics. Where are the bargains? We have some thoughts. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:48 […]

DHUnplugged #644: Switcheroo

China making moves. Elon gets his crown back and reversal of fortunes. March is just ahead – rates could spoil the party. Baby Bonds are back on the menu… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)Subscribe: RSS

DHUnplugged #643: Doomsday Meltdown

Markets are feeling the pain of a Fed that just can’t make up its mind. Earnings from retail – not so good. Global warming is the reason for this all! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 57:09 — 52.6MB)Subscribe: RSS

DHUnplugged #642: Slash,Cut and Fly

The sky is falling – literally. We are seeing markets applaud spending cuts – but how far does that reach? An update on inflation and the Fed’s latest shenanigans. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 58:20 — 53.7MB)Subscribe: RSS

DHUnplugged #640: Waiting for Something

A new CTP announced – the first one for 2023. There is a new buzzword and it moves stocks pretty substantially. Big week ahead, earnings and the FED – coming at us at full speed. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:02 — 55.3MB)Subscribe: […]

DHUnplugged #639: You Are Obsolete

Europe is not the hot investment ticket. The markets like all the bad news – layoffs, weak economics. A big trade in 2022 pays off – billions and billions. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)Subscribe: RSS

DHUnplugged #638: Those Vigilantes!

Financials reporting – mixed results. All much worse than a year ago.The HOPE trade is looking for a kindlier and gentler Fed. China has an interesting update on their population. Yield Curve inversion is real – pay attention. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]