Dh Unplugged

Informações:

Sinopse

Dvorak and Horowitz Unplugged Podcast

Episódios

  • DHUnplugged #695: Fresh Frenzy

    20/03/2024 Duração: 01h05min

    Fed in Focus - FOMC Rate Decision Wednesday. Reddit IPO Frenzy! Inflation - definitely not going away. Announcing - A New Closest to The Pin PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - A New CTP Announced - No Show Next week - business meetings out of town - A not so surprising result in the Russian Elections - An important change to stock trade settlements is coming Market Update - Fed in Focus - FOMC Rate Decision Wednesday - Reddit IPO Frenzy - Inflation - definitely not going away - AI Frenzy - Culd Call This DHAI Unplugged - so much AI news to discuss - Yield Frenzy PPI Release - After  a HOT CPI, PPI Comes in Hotter - 0.6% on the core - but only 1.6% YoY - The Producer Price Index for final demand rose 0.6 percent in February. - Pri

  • DHUnplugged #694: Lots of China

    13/03/2024 Duração: 01h04min

    Volatility is back and Bitcoin mania is here again. Need a new CTP Stock! China stocks on a run... PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Volatility is back - Bitcoin mania - Need a new CTP Stock! - LSD - making an interesting comeback Market Update - NVDA had 2 down days! - Markets still want to go higher - not matter what the data - Yields move up with CPI - Big rebound for NVDA - not letting it go down too much... CPI Release - Total CPI increased by 0.4% month-over-month, meeting expectations, while core CPI (excluding food and energy) also rose by 0.4% month-over-month (0.3%). - On a year-over-year basis, total CPI was up 3.2%, compared to 3.1% in January, and core CPI increased by 3.8%, versus 3.9% in January. - Excluding shelt

  • DHUnplugged #693: Best of DHU (2)

    06/03/2024 Duração: 01h01min

    All sorts of good stuff in this episode. Some good laughs and fun throughout the year. Thanks to Ryan Rediske for all the help in putting this together!   DHUnplugged is streaming live - with listener chat. Click on link on the right sidebar for access. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Follow Ryan on Twitter  

  • DHUnplugged #692: Froth-A-Bubble

    28/02/2024 Duração: 01h04min

    TECH on fire - Bulls overjoyed! Hedge Funds - Making some moves - Surprising Year of Pharma? To The Moon - Crypto Style Valuations getting frothy? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Pays to Follow Pelosi! - Landing on the Moon - then falling over - Japan - something not kosher - New See-through laptop screens Market Update - TECH on fire - Bulls overjoyed! - Hedge Funds - Making some moves - Surprising - Year of Pharma? - To The Moon - Crypto Style - Valuations getting frothy   Froth-a-Bubble- Icous? - There is some concern at Apollo regarding a bubble in S&P 500 - The top 10 companies in the S&P 500 today are more overvalued than the top 10 companies were during the tech bubble in the mid-1990s, see chart below. - Different makeup

  • DHUnplugged #691: Lying Flat

    21/02/2024 Duração: 58min

    Japan makes surprise crypto move. AI dating coaches are coming - Markets plunge - then rebound nicely - AI Buying AI stuff - Cure for Frostbite? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - AI dating coaches are coming - Markets plunge - then rebound nicely - AI Buying AI stuff - Cure for Frostbite? - AMAZING AMAZON Market Update - Japan - really pumping the risk assets - China government making $$ moves - China: Latest Problem: Lying Flat - Whoops - What is an extra ZERO anyway?  Follow Up---- - USA CPI came out HOT! - January PPI increased by 0.3% (Briefing.com consensus 0.1%), with the previous figure revised to -0.1% from -0.2%. Meanwhile, January Core PPI rose by 0.5% (Briefing.com consensus 0.1%), and the prior number was revised to -0.

  • DHUnplugged #690: To The Moon

    14/02/2024 Duração: 01h35s

    SUPERBOWL Mania. Bitcoin Fever is back HUGE week for economic reports Altman looking for $ Winner for SAVE CTP announced PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up -  SUPERBOWL Mania - Bitcoin Fever is back - HUGE week for economic reports - Altman looking for $ - Winner for SAVE CTP Market Update - 3-Day Rule (Buy after plunge) - Made up Nonsense - Get out your 5,000 Hats! - Disney Earnings - Good Stuff - ARM Blowout - CPI Report Meltdown  S&P 500 Breaks 5,000! - All time high - The S&P 500 continues to hit fresh milestones with a first-ever break above the 5,000 level, its valuation is reaching new heights as well. - PE - forward price-to-earnings ratio -- a commonly used metric to value stocks -- this week rose to 20.4 times, a level last r

  • DHUnplugged #689: AI Market Euphoria

    07/02/2024 Duração: 01h02min

    Big Week - AND HOW! Big Caps BIG - Small Caps Small AAPL declined 3.4% on the week while AMZN jumped 8.0% and META gained 20.5%. Shakeup at Morgan Stanley Banking Sector Fears (NYCB) The latest Closest to The Pin. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up -  Big Week - AND HOW! - Big Caps BIG - Small Caps Small (Regional Bank woes) --- AAPL declined 3.4% on the week while AMZN jumped 8.0% and META gained 20.5%. - Shakeup at Morgan Stanley - Banking Sector Fears (NYCB) - AI induced euphoria - is that a thing? Market intoxicated on it. Market Update - Powell was Hawkish - Markets Didn't Care (past Wednesday) - HUGE Employment Surprise - Market Didn't Care (after 10 minutes) - META/Facebook Earning - Yes Markets cared - all day Friday - Un

  • DHUnplugged #688: Big BIG Week

    31/01/2024 Duração: 59min

    HUGE Earnings - Most impactful week of quarter. China continues to try to save markets Push Back? Powell Meets Markets Wednesday. PCE - FED FAV - The Latest. Announcing a new Closest to The Pin. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up -  Jury Duty? - Big Week for ECO - Jobs Report Friday - Penmanship - making a comeback? - Is this a Capitulation Moment - China? -- War Brewing - Dragging US into Mid-East Conflict? Market Update - HUGE Earnings - Most impactful week of quarter - China continues to try to save markets - Push Back? Powell Meets Markets Wednesday - PCE - FED FAV - The Latest PODCAST DEAL - Sirius XM Holdings Inc. has acquired certain exclusive rights to SmartLess, the hit podcast hosted by actors Will Arnett, Jason Bate

  • DHUnplugged #687: No Stopping Now

    24/01/2024 Duração: 01h01min

    Those margins - not a pretty look. Trouble in Airlines Space while the love for Apple remains. More Stimulus but hidden in the details. Announcing a new Closest to The Pin. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up -  Trouble in Airlines Space - Apple Love Remains - More Stimulus - Hidden in the Details - BULL TAKE OFF - No Stopping Us Now - Right? (Overconfidence?) Market Update - Bitcoin - Sub $40k on Monday - Why? - Chatter IPO on the  way (again) - New Highs for markets - Pulled by a few stocks - And on The Margin - A Margin Crunch - Rates moving up - VIX moving down DONATIONS - HEY it is 2024! NEW HIGHS - A New Bull Market has just been declared. Out of the  BEAR as we eclipse the previous high set in 2022. Airlines - JetBlue Ai

  • DHUnplugged #686: Picking on The Rich

    17/01/2024 Duração: 01h03min

    - BIG News - Apple loses to.... - World Economic Forum Davos Happening - Picking on Rich Peeps AGAIN - let them eat stimulus! - Best of CES? - EVs getting some shade thrown - Bitcoin ETF approved PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - BIG News - Apple Loses to.... - World Economic Forum Davos Happening - Picking on Rich Peeps again - Best of CES? - EVs getting some shade thrown - Bitcoin ETF approved Market Update - Natural Gas price on the move - huge jump - 3 downgrades for Apple last week - Bank earnings - mixed, but could say disappoint - Another Stop-gap bill to AVERT a government shutdown Can You Believe this? - Microsoft ended Friday's U.S. trading session as the most valuable publicly traded company, surpassing Apple after

  • DHUnplugged #685: Loose Nuts

    10/01/2024 Duração: 01h01min

    Announcing the Winner of the CTP Cup 2024! SECURE Act Benefits for 529 Plans China - turn around in gaming rule discussion Boeing Under Pressure - Loose Nuts? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - And we are back - Happy New year - Welcome to 2024 - Announcing the Winner of the CTP Cup 2024! - SECURE Act Benefits for 529 Plans - China - turn around in gaming rule discussion - Boeing Under Pressure - Loose Nuts? Market Update - Worst start to the year since ... 2015 (Whatever that means) - Market continues to have little muscle memory (Still down for the YTD) - CES getting those AI juices flowing again - BITCOIN ETF - News OUT! WELL- HACKED - Changed - WOW!!! ** Start of year 2024 - Looking for you to write dome reviews on Spotif

  • DHUnplugged #684: Best of 2023 (1)

    03/01/2024 Duração: 57min

    All sorts of good stuff in this episode. From M&A to the quick banking crisis of 2023. Some good laughs and fun throughout the year. Thanks to Ryan Rediske for all the help in putting this together!   DHUnplugged is streaming live - with listener chat. Click on link on the right sidebar for access. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Follow Ryan on Twitter  

  • DHUnplugged #683: Grab Bag of Phrases

    27/12/2023 Duração: 47min

    Apple watch ban - stock unaffected. A surprise with housing prices. A grab-bag bull phrase being dusted off. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Slow volume - boring market (you know what they say) - China is testing some market moving ideas - New Year Coming - markets Closed Monday - Another GRAB-BAG Phase - Dusted off.... Market Update - The real Santa Claus rally - the final days - House prices - what? - Boosting Buybacks  - One Company - China wrecks markets - for a day Home Price Index - October S&P Case-Shiller Home Price Index 4.9% vs 5.0% consensus - Prior reading was +3.9% Grab-Bag - Bull Phrase - Cash on The Sidelines - The stock market is set to see a significant boost next year, thanks to a record $6 trillion and a gr

  • DHUnplugged #682: All Aboard!

    20/12/2023 Duração: 01h02min

    The train is leaving the station - get on or get run over. Inflation is turning and now there is what? Fed rally - just in time for Christmas. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - AND it is LIVE - CTP Cup for 2024 - More layoffs - End pf year - bullish sentiment and candy cane dreams - AMAZING - NOW Deflation is starting to bubble up - Fed-Ex Earnings... Market Update - Data matters - but only bull case - Yields - next stop? What is it saying about the future economy? - Adobe M&A stopage - Homebuilders - hitting new highs - Hacking - another hit - Supply Chain Redux? Fed Rally - Then Chill - This is getting out of hand... - Just days after a Federal Reserve meeting that penciled in an ample course of interest rate cuts next year, w

  • DHUnplugged #681: Diverging Outcomes

    13/12/2023 Duração: 01h27s

    Up Up Up - Santa will be pleased. Diverging outcomes. Interesting M&A activity and a blast from the past. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - AND it is LIVE - CTP Cup for 2024 - Deals - opened and closed - M&A - Two outcomes - same datapaoints - Diverging Outcomes - Caught Red handed - Guess the Bank (again) - Gamestop's new strategy Market Update - Bitcoin Update - Boom and Busting - Just as everyone getting back in - Big News for CRISPR - Big price too! - Gas prices -LOW - OIL - keeps going lower - VIX - 5-year LOW History: Jan. 5, 2022: The Dow hit its all-time high of 36,952.65. Today's Close: 36,577.94 SHAMELESS PLUGS - H&C/JCD VIX - Sub 13 print - - Lowest since 2018! - No Fear - no hedging DataPoints - Soft landing - no

  • DHUnplugged #680: Too Many Bulls

    06/12/2023 Duração: 59min

    Everyone is bullish - that seems a bit overdone at this point. Tax Trap - Watch-out! Economic data remains strong - jobs data showing weakness (JOLTS) Bond yields sink - herd mentality and Fed bulls working it. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - So many bulls! Deafening.... (we know what that usually means..) - A new book for young investors - can we discuss or still a secret? - China - credit rating issue - My favorite charade,, scheme, scam of 2023 Market Update - Gold at all-time high! - Bitcoin Update - Moving - Alt assets picking up - good or bad? - Big money into Money markets - watch out for this trap Bitcoin - Bitcoin hit $44,000 on Tuesday, its highest in almost a year and a half, fueled by bets that U.S. regulators wi

  • DHUnplugged #679: Rally Santa Rally!

    29/11/2023 Duração: 01h03min

    Heading toward the barn - traders looking for Santa to come though for December November was a pretty spectacular month for stocks... Oil - OPEC+ making some moves - crude prices diving. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Announcing the Winner - CROC's and Entries for the CTP Cup 2023 - Thanksgiving is over - heading into the end of the year and investors appear excited - More strikes on  the horizon - Black Friday numbers are in - surprise - no surprise| - Temporary Cease Fire - Extended a few days - A Limerick Market Update - Short week - great month.... Best month in 2023 for most indices - AI got its grove back - Microsoft saved the day ! - -  VIX hits low since the pandemic -  KRI indicator +4 and holding with several cluster

  • DHUnplugged #678: Manufactroversy

    22/11/2023 Duração: 59min

    AI technology in the hot seat. Apple gives in to pressure on messaging Short week - plenty of action. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - CROCs CTP is almost over - 4 days until end... Then December starts the CTP CUP 2024! - - Back from an RCL cruise- my, have things  changed -  Market starting to overheat (KRI +5) - End of Year - Santa Claus Rally - on schedule - PSI - Markets Closed Thursday and after 1pm Friday - Big doings in Crypto World - Pied Pipers (Binance now in hot water) Market Update - WEIRD Action - in the AI Space - Fire, Quit, Oust and then Hire - USD continues to fall - VIX has a 13 handle - BIG news - NVDA earnings What in the? - Sam Altman pushed out over the weekend.... --- Hair on FIRE in Silicon Valley - - W

  • DHUnplugged #678: Shut-Up Shut-Down

    15/11/2023 Duração: 57min

    Only days until money runs out - will the government shot-down? Markets on the herky-jerky, thanks to the Fed and Mr. Powell. Major retail earnings out this week - winners and losers. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - 4-days until shut- down / anyone  care? (Shut up about shut-down already - Moody's angry - Moves US rating outlook - Croc's CTP Still Open of Entries| - Thanksgiving - What are we doing - menu items! - BOOM!  CPI dips a bit ad market RAMP (KRE up 7% IWM up 5%+) Market Update - Herky Jerky - Thanks to Fed - Big names continue to push up index values - KRI +2 Slight Overheating - Retailers earnings this week, Walmart, Target Etc -- Consumers in the spotlight Moody's - Moody's on Friday changed the outlook on the gove

  • DHUnplugged #676: DCB or BMR?

    08/11/2023 Duração: 57min

    Markets on fire - is it for real? Announcing a new Closest to the Pin! Household debt update - market thoughts and more... PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Following up on last week's data deluge - Wondering - was it a DCB or a BMR (Dead Cat Bounce - Bull Market Rally) - WeWork is now WeBroke - 70 hour workweek? - GUILTY -Another Shutdown countdown Market Update - Household Debt reaches milestone - South Korea "leveling the playing field" - Best week of 2023 - Apple Earnings (Does anyone care?) - Microsoft - Big Move Headline - U.S. stocks rose on Tuesday, with the S&P 500 and Nasdaq on track for their longest streak of gains in two years, as a retreat in U.S. Treasury yields buoyed megacap growth stocks and investors sought mo

página 1 de 2