DHUnplugged Podcast

DHUnplugged #746: Best Deal Ever!


Listen Later

Big changes - lots of year-end market S&P 500 downgrades.
Recession and stagflation
April - a quick look at some interesting highlights of April (historically)
Bill Gates out with a big prediction
The Best Deal Ever! (ELON)
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 changes - lots of year end market S&P 500 downgrades
- Recession and stagflation
- April - a quick look at some interesting highlights of April (historically)
- Bill Gates out with a big prediction
- The Best Deal Ever! (ELON)
Markets
- Corrections happen
- Market jumped off the down worst levels on Monday - is worst priced in?
- Earnings season starts 4/11 - JPM to report
- Year end price targets - lowering
- Yields DOWN - Was that the plan all along?
OpenAi
- OpenAI on Monday announced it had closed its $40 billion funding round, the most ever raised by a private tech company.
- The deal values OpenAI at $300 billion, including the new capital.
- The round comes to $30 billion from SoftBank and $10 billion from a syndicate of investors.
Google Trends
- Stagflation - Keyword Search hit highest point in a long time.
- Lots of talk about the potential for higher inflation and softer jobs
Friday is the UnEmp Report
- Expectations are that the rate will tick up from 4.1% to 4.2%
- 145-150k people added to the jobs rolls
---- That would till be good numbers.
Tariff Day - AKA Liberation Day
- April 2nd is the date that the retaliatory tariffs go on-
- Facts say you? (I am not a smart man....)
--- Between China and Canada, Mexico, estimates that the tariffs would bring in $150 Billion in 2025.
- The US Stock market has lost $5.25 TRILLION during the same time
- US GDP is $29 trillion annually - what is $150 BILLION going to do?
- The U.S. federal budget deficit for fiscal year 2025 is projected to be approximately $1.9 trillion.
Reagan - He is revered...ReaganOmics......
- April 25, 1987 -  Radio Address..
- " And today many economic analysts and historians argue that high tariff legislation passed back in that period called the Smoot-Hawley tariff greatly deepened the depression and prevented economic recovery. You see, at first, when someone says, Let's impose tariffs on foreign imports,' it looks like they're doing the patriotic thing by protecting American products and jobs. And sometimes for a short while it works -- but only for a short time. What eventually occurs is: First, homegrown industries start relying on government protection in the form of high tariffs. They stop competing and stop making the innovative management and technological changes they need to succeed in world markets. And then, while all this is going on, something even worse occurs. High tariffs inevitably lead to retaliation by foreign countries and the triggering of fierce trade wars. The result is more and more tariffs, higher and higher trade barriers, and less and less competition. So, soon, because of the prices made artificially high by tariffs that subsidize inefficiency and poor management, people stop buying. Then the worst happens: Markets shrink and collapse; businesses and industries shut down; and millions of people lose their jobs.
- https://www.reaganlibrary.gov/archives/speech/radio-address-nation-free-and-fair-trade-4
Something to Consider...
- Talk on the street: " Tariffs are a negotiation tactic" (What does that mean anyway)
-- Assumption: "US will win the negotiation"
- - Has anyone considered: What if it does not?
- The thought is that it needs to be "fair"
Atlanta GDPNOW
- Liked when it looks good - disregarded when looks bad
- January 31 initial GDP Forecast for Q was +2.9%
- Latest April 1  -3.7%
...more
View all episodesView all episodes
Download on the App Store

DHUnplugged PodcastBy Horowitz and Dvorak

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

413 ratings


More shows like DHUnplugged Podcast

View all
No Agenda Show by Adam Curry & John C. Dvorak

No Agenda Show

5,955 Listeners

The Jimmy Dore Show by Jimmy Dore

The Jimmy Dore Show

3,910 Listeners

The Higherside Chats by Greg Carlwood

The Higherside Chats

3,411 Listeners

The Disciplined Investor by Andrew Horowitz - Host

The Disciplined Investor

687 Listeners

Wall Street Unplugged - What's Really Moving These Markets by Curzio Research

Wall Street Unplugged - What's Really Moving These Markets

1,086 Listeners

The Grimerica Show by Grimerica

The Grimerica Show

976 Listeners

The Tom Woods Show by Tom Woods

The Tom Woods Show

3,364 Listeners

Tin Foil Hat With Sam Tripoli by Sam Tripoli

Tin Foil Hat With Sam Tripoli

9,447 Listeners

Our Big Dumb Mouth by Our Big Dumb Mouth

Our Big Dumb Mouth

839 Listeners

The Propaganda Report by Brad Binkley

The Propaganda Report

908 Listeners

"YOUR WELCOME" with Michael Malice by PodcastOne

"YOUR WELCOME" with Michael Malice

2,180 Listeners

Broken Simulation with Sam Tripoli and Johnny Woodard by Johnny Woodard

Broken Simulation with Sam Tripoli and Johnny Woodard

2,442 Listeners

The Union of the Unwanted by The Union of the Unwanted

The Union of the Unwanted

759 Listeners

Cash Daddies With Sam Tripoli, Howie Dewey and Johnny Woodard by Johnny Woodard

Cash Daddies With Sam Tripoli, Howie Dewey and Johnny Woodard

597 Listeners

Doom Scrollin' with Sam Tripoli and Midnight Mike by Sam Tripoli | Midnight Mike

Doom Scrollin' with Sam Tripoli and Midnight Mike

82 Listeners