DHUnplugged Podcast

By Andrew Horowitz and JC DvorakBusiness News Investing Business News Careers

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Typical duration
64 min
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DHUnplugged Podcast episodes

June 02, 2021 DHUnplugged #558: Make More Kids
Big news out of China.
The summer is here – looking at the economic reports paints a pretty interesting picture.
Inflation – yes, prices are going up.
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 3 min
May 26, 2021 DHUnplugged #557: Accelerationists
Is there inflation or not? Trying to parse the gobbledygook from both the Fed and data.Some final words on the Crypto markets.
We are going to space! Let’s gooooooooo!
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 3 min
May 19, 2021 DHUnplugged #556: An Improved Orgasmatron
Markets Consolidating. Looking for the next catalyst.
Wondering if we are about to enter the simulation – IRL no more…
Inflation is kicking, stocks are heavy, earnings are out and we need more stimulus – give it to us!
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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58 min
May 12, 2021 DHUnplugged #555: DuhFLATION
Inflation talk is starting to create concern. Wondering if Elon’s SNL appearance was a “Jump the Doge” event.
ARK Investments seeded by ArchEgos – same strategy?
Hacking the US infrastructure – what could be next?
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 7 min
May 05, 2021 DHUnplugged #554: A Thought Exercise
Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings?
A big divorce announced this week and thoughts from Charlie Munger.
An update on Biden’s first 100-days.
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 3 min
April 28, 2021 DHUnplugged #553: Frenzy
The mega-tech earnings are rolling in…

Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts.
Awaiting the tax hikes from the Biden administration and trying to figure out how they will impact the economy/stocks.
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 2 min
April 21, 2021 DHUnplugged #552: Booster Mania
A quick gut check for markets as we head into earnings season.
Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own.
Annual booster shots are now the talk of the pharma companies – what will that look like?
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 3 min
April 14, 2021 DHUnplugged #551:Flashing Amber
Inflation coming in hot – but not much to worry about says the Fed.
Jab #2 for Andrew – let’s see how it is going.
An update on ESG and new scritiny for SPACs.
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

This episode is sponsored by Masterworks, where you’re invited to join an exclusive community investing in blue-chip art.
Visit http://www.masterworks.io

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1 hr 2 min
April 07, 2021 DHUnplugged #550: Smashing Records
More all-time highs for markets as the $2.2 trillion stimulus is presented.
NFTs and other areas of interest are in the speculative spotlight.
Happy Birthday to JCD!
The EV space is charging higher – what to watch…?
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

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1 hr 3 min
March 31, 2021 DHUnplugged #549: Unscrupulous
Hedge funds blowing up after taking on massive leverage in concentrated positions.
Yields are moving up again – capping one of the worst quarters for bonds in decades.
Stocks remain semi-buoyant, new stimulus ahead keeping the bulls happy.
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!

See this week’s stock picks HERE

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57 min