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. Jede Woche gibt es eine neue Folge dieses Podcasts
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DHUnplugged #466: Flip-Flop Stop!


The Fed parade was out in force last week as they are approaching a rate decision. markets are really hoping for a big cut at the end of the month. We may be setting up for some disappointment – depending on what the earnings season brings.


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 24 July 2019  56m
 
 

DHUnplugged #465: How Does This Square?


Earnings season is here! Banks reporting that net interest margin is taking a hit. Massive outflows from equity funds – but markets hitting new highs – what is this about? Insights on these latest developments and more… PLUS we are now on Spotify !


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 17 July 2019  59m
 
 

DHUnplugged #464: Failed Experiment


Massive losses have plagued EuroZone banks for years – one bank is getting closer to the end of  is life span. Plenty of economic news coming up and earnings season is about to get underway. Negative yields provide an interesting Arbitrage opportunity ...


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 10 July 2019  47m
 
 

DHUnplugged #463: Tariff Blink


We have a truce in the US/China trade spat. Trump Walks on North Korean Soil, Economic reports not encouraging and The Tariff Man Strikes again New Highs for the S&P 500, 5G impact on NOAA/NASA Satellite data and more…. PLUS we are now on Spotify !


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 03 July 2019  1h0m
 
 

DHUnplugged #462: So Much Stupid


Miles of stupidity being unleashed around the world. Geopolitics may be the thing that knocks markets for a loop. All eyes are focused on the outcome of the G-20 meeting this week. Watch for specific words when they announce their results.


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 26 June 2019  1h3m
 
 

DHUnplugged #461: What Could Go Wrong?


Markets are awaiting the decision from the Fed. Tweets about a trade deal are pushing markets higher – What could go wrong? We cover the latest news that is moving markets along with a few special items of interest in this episode. Plus,


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 19 June 2019  1h1m
 
 

DHUnplugged #460: Chances Are…


Rate cut chances are rolling up. Markets continue to see bids as there is hope for the Fed to ride in and save the day ! Mexico Tariffs lifted, new China threats and Fake meat gets cooled off. What is with the employment situation?


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 12 June 2019  1h6m
 
 

DHUnplugged #459: From All Sides


Markets now getting hit from the latest anti-trust review of key tech companies. Gold is getting a lift after news that the U.S will impose tariffs on Mexico. Apple has a new monitor that costs how much? Rate cuts odds are going up. Plus,


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 05 June 2019  1h1m
 
 

DHUnplugged #458: Reversion to Inversion


Interest rates are starting to get the attention of investors again as we are seeing more inversions occurring. Moving toward the end of the month, bulls will try to bring up stocks as major indices are down the for five consecutive weeks.


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 29 May 2019  59m
 
 

DHUnplugged #457: The Decennial Taco Meet


After 10 long years, we finally got to meet in personal again. Great time in Austin with some cold beers and soft tacos. JCD found a terrific spot for lunch. Markets are down for several weeks and now there is more than a simple trade war to worry abou...


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 22 May 2019  1h1m