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 163 Folge(n) erschienen. Dies ist ein wöchentlich erscheinender Podcast
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DHUnplugged #476: Appeal of The Skinny Deal


Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside. We have a skinny, partial Phase 1 Trade Deal with China – what does it mean?


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   1h0m
 
 

DHUnplugged #475: The Fake List


Trade talks back on – then Trump hints on delisting Chinese companies trading on U.S. exchanges. Moving from an all out trade war to a new financial war. A race to the bottom in fees – puts a dent in major discount brokerage shares.


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   1h4m
 
 

DHUnplugged #474: Talk Today Then Walk Away


Stocks remain in a consolidation pattern, looking for a catalyst to get past previous all-time highs. China trade deal continues the on- and off-again motion as trade talks conclude with China cutting their trip short. Commentary on oil prices,


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   1h5m
 
 

DHUnplugged #473: Moaning and Droning


Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region. On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans?


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 18 September 2019  1h0m
 
 

DHUnplugged #472: The Rotation Begins


Closing in on all-time high levels again – while the impact of the trade war slows the global economy. Apple issuing debt to add fuel to buybacks an dividends. The new Volfefe index and more.. PLUS we are now on Spotify !


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 11 September 2019  1h1m
 
 

DHUnplugged #471: Blowhards


Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances. The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies.


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 04 September 2019  55m
 
 

DHUnplugged #470: Trend on The Bend


Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted. Chicken sandwich wars and fake chicken on the menu. Are these signs of something or just business as usual?


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 28 August 2019  1h3m
 
 

DHUnplugged #469: Here Comes Mr. Know-It-All


Markets are taking back some of the steep losses from last week. All eyes are on the end of the week when we will hear from plenty of central bank know-it-alls from the Jackson Hole Eco confab. China’s economic condition is in focus and more….


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 21 August 2019  1h2m
 
 

DHUnplugged #468: Rolling Coaster


Market volatility is back – 400, 500 and 600 point moves are all of a sudden in style. Bond yields plunge and gold prices soar on the heels of massive geopolitical upheaval. Argentina stock market plunges and President Trump backs off on some tariffs.


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 14 August 2019  1h0m
 
 

DHUnplugged #467: The Emperor’s New Clothes


Fed rate cut decision and the employment report – all in the same week. Tech has some good news and some bad… Thoughts on the latest earnings season and more. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C.


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 31 July 2019  59m