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 167 Folge(n) erschienen. Jede Woche gibt es eine neue Folge dieses Podcasts
subscribe
share



 

recommended podcasts


DHUnplugged #480: Easy Money


Hong Kong protests escalate with a deadly shooting. Asian markets sell off on the news. Easy money policy continues to fuel stock rally – although interest rates are climbing again. WeWork is looking for a new CEO – who is crazy enough to take on that ...


share





   1h0m
 
 

DHUnplugged #479: MOMO and FOMO Collide


Last big week of earnings for S&P companies. FOMO and MOMO collide – but seeing some warnings signs on the charts. The Fed cuts and then seems to be on hold for now and the surprise bump in jobs. M&A activity,


share





   57m
 
 

DHUnplugged #478: New High For The Spy


Several M&A announcements this week. Trade deal may – or may not – get completed by the initial hoped for deadline. More WeWork fallout, an earnings season update and an update from JCD on California’s rolling blackouts.


share





   1h2m
 
 

DHUnplugged #477: Brains On – Mouths Shut


Head deep into earnings season. So far, so good. Brexit delays, but a light at the end of the tunnel. Facebook crushed as more news from states looking at their business practices. The answer from last week’s brainteaser and a new one.


share





   59m
 
 

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?


share





   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.


share





 02 October 2019  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,


share





 25 September 2019  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?


share





 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 !


share





 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.


share





 04 September 2019  55m