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  • DHUnplugged Podcast - DHUnplugged #771: Red October?

    Crypto pulling back

    October – one of the toughest months

    Day traders – some good news

    Intel’s new growth model

    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

    - Crypto pulling back
    - REMINDER - NEW CTP  for Lithium Americas (LAC) stock!
    - October - one of the toughest months
    - Day traders - some good news

    Markets

    - New Tariffs announced - Drugs, trucks, kitchen cabinets
    - Intel's new growth model
    - Quantum stocks rallying
    - Powell setting the stage

    RYDER CUP - What a finish!

    Friday Jobs Report

    Labor Dept - may - or may not release jobs report Friday
    - Fearing that a government shutdown will be problematic
    - Convenient

    US to take stake in Lithium Americas - Up 29%

    - Where are we coming up with all of this $

    Red October?

    -9 of the 20 largest single-day drops in the Dow Jones occurred in October.
    - 1907 Bank Panic
    - 1929 Crash (Black Tuesday)
    - 1987 Crash (Black Monday, -22.6% in one day)
    - 2008 Financial Crisis (S&P 500 fell ~17% in October alone)
    - Since 1950, the S&P 500 has averaged a gain of ~0.91% in October
    -Over the past 20 years, October has been relatively favorable, with average gains between 0.8% and 1.5% for the S&P 500, Dow, and Nasdaq.
    -October is 35% more volatile than the average month.

    Saudi Arabia for the Win!

    - Electronic Arts rallied on Friday following a report by the Wall Street Journal that the video game company is nearing a roughly $50 billion deal to go private.
    - The deal would likely be the largest leverage buyout of all time, according to the Journal.
    - Investors including Saudi Arabia’s Public Investment Fund and Silver Lake could announce the deal as soon as next week, the report said
    - Also in n the TikTok Deal - what is up with that?
    - Oh - Jared Kushner’s Affinity Partners is another participating investor, according to a source familiar with the matter, who asked not to be named because the discussions are private.

    On the Other hand

    - Shares of CarMax fell to an al

    1 hr 3 min
  • Curry and The Keeper - 144: Murder Mystery
    • Downton Abbey and other TV shows
    • Travels to Indiana and Fredericksburg
    • Shake-Gate
    • Health and wellness
    • Personal growth and faith
    • Community and upcoming events
    • Godshot
    • Value for Value donations
    • Question of the week
    • Art by: Craig Weinberg
    • Credits
    • Executive Producers: Joseph Gasz - Angela Castenada
    • Associate Executive Producers: Cole Dial - Tim Emery
    • 57 min
    • No Agenda Show - 1803 - "Drone Wall"
      No Agenda Episode 1803 - "Drone Wall"

      "Drone Wall"

      Executive Producers:

      Shamus

      Duke SirDrSharkey Secretary General of FEMA Region 7

      Gerald Small

      Sean Coffey

      Associate Executive Producers:

      Kas F

      Peter Johnson

      Tyler Austin

      Sir Mopar

      Linda Lu, Duchess of jobs & writer of winning resumes

      Secretary-General:

      Michael Scheuchzer - Secretary General Shwoo

      Duke SirDrSharkey Secretary General of FEMA Region 7

      Become a member of the 1804 Club, support the show here

      Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

      Art By: Capitalist Agenda

      End of Show Mixes: Darren O'Neill & Cold Acid

      Engineering, Stream Management & Wizardry

      Mark van Dijk - Systems Master

      Ryan Bemrose - Program Director

      Back Office Jae Dvorak

      Chapters: Dreb Scott

      Clip Custodian: Neal Jones

      Clip Collectors: Steve Jones & Dave Ackerman

      NEW: and soon on Netflix: Animated No Agenda

      Sign Up for the newsletter

      No Agenda Peerage

      ShowNotes Archive of links and Assets (clips etc) 1803.noagendanotes.com

      Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

      RSS Podcast Feed

      Full Summaries in PDF

      No Agenda Lite in opus format

      Last Modified 09/28/2025 16:37:43
      This page created with the FreedomController

      Last Modified 09/28/2025 16:37:43 by Freedom Controller  
      3 hr 7 min
    • Podcasting 2.0 - Episode 236: No Nancy Here

      Podcasting 2.0 September 26th 2025 Episode 236: "No Nancy Here"

      Adam & Dave discuss AI tag, censorship and x402 as a Value4Value option

      ShowNotes

      We are LIT

      Security

      Modularizing

      AI Tagging

      Censorship

      Section 230

      New programmable money

      Launching the x402 Foundation with Coinbase, and support for x402 transactions

      This week in Vibe Coding - TWIV

      -------------------------------------

      MKUltra chat

      Transcript Search

      What is Value4Value? - Read all about it at Value4Value.info

      V4V Stats

      Last Modified 09/26/2025 14:25:07 by Freedom Controller  
      1 hr 34 min
    • No Agenda Show - 1802 - "Stimming"
      No Agenda Episode 1802 - "Stimming"

      "Stimming"

      Executive Producers:

      Sir Tommyhawk

      Gansett Boomer

      Dame Patricia

      Sir Sabb

      Franny Knudson

      brandon johnson

      Associate Executive Producers:

      Agent99

      Eli the coffee guy

      Marj Langford

      Linda Lu, Duchess of jobs & writer of winning resumes

      Secretary-General:

      Sir Tommyhawk Secretary General of the Heartland

      Become a member of the 1803 Club, support the show here

      Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

      Knights & Dames

      Franny Knudson > Dame Free Free of South Florida

      Art By: Jeffrey Rea

      End of Show Mixes: Nik Herron - Bonald Crabtree - Agent Looper - Jeffrey Crocker

      Engineering, Stream Management & Wizardry

      Mark van Dijk - Systems Master

      Ryan Bemrose - Program Director

      Back Office Jae Dvorak

      Chapters: Dreb Scott

      Clip Custodian: Neal Jones

      Clip Collectors: Steve Jones & Dave Ackerman

      NEW: and soon on Netflix: Animated No Agenda

      Sign Up for the newsletter

      No Agenda Peerage

      ShowNotes Archive of links and Assets (clips etc) 1802.noagendanotes.com

      Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

      RSS Podcast Feed

      Full Summaries in PDF

      No Agenda Lite in opus format

      Last Modified 09/25/2025 17:06:45
      This page created with the FreedomController

      Last Modified 09/25/2025 17:06:45 by Freedom Controller  
      3 hr 34 min
    • DHUnplugged Podcast - DHUnplugged #770: The Money Tree

      Rate cut – rates up?

      Diet Stocks – losing weight

      Good news/bad news – all good for markets

      Bessent for Fed Chair and Treasury Secretary?

      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

      - BRAND New server - all provisioned - Much faster DH Site
      - Need a new CTP stock!
      - New Clear Stocks!
      - To the Sky - Money Tree Market
      - Tik Tok news

      Markets

      - Rate cut - rates up
      - Diet Stocks - losing weight
      - Good news/bad news - all good for markets
      - StubHub IPO Update

      SELL Rosh Hashanah - Buy Yom Kippur?

      Vanguard Issues? Got a call this morning..Gent in NY...

      NEW CLEAR - On Fire!

      - Have you seen the returns on some of these stocks?
      - YTD
      - - URA (Uranium ETF) Up 75%
      -- SMR (NuScale) Up 164%
      - - OKLO (OKL) up 518%
      - - CCJ (Cameco) up 65%

      TikTok Nonsense

      - President Donald Trump said in an interview that aired Sunday that conservative media baron Rupert Murdoch and his son Lachlan are likely to be involved in the proposal to save TikTok in the United States.
      -Trump also said that Oracle executive chairman Larry Ellison and Dell Technologies CEO Michael Dell are also likely to be involved in the TikTok deal.

      More TikTok

      - White House Press Secretary Karoline Leavitt says TikTok's algorithm will be secured, retrained, and operated in the U.S. outside of Bytedance's control; Oracle (ORCL) will serve as Tiktok's security provider; President Trump will sign TikTok deal later this week
      - What does that mean and will it be the same TikTok.
      - Who is doing the retraining??????? SO MANY QUESTIONS

      MEME ALERT!

      - Eric Jackson, a hedge fund manager who partly contributed to the trading explosion in Opendoor, unveiled his new pick Monday — Better Home & Finance Holding Co.
      - Jackson said his firm holds a position in Better Home but didn’t disclose its size.
      - Shares of Better Home soared 46.6% on Monday after Jackson touted the stock on X. At one point during the session, the stock more than doubled in price.
      - The New York-base

      1 hr 5 min
    • No Agenda Show - 1801 - "Hate of Speech"
      No Agenda Episode 1801 - "Hate of Speech"

      "Hate of Speech"

      Executive Producers:

      Brandon Mango

      Joshua Coffelt

      Knight John

      Sir Joseph, Lord of the Central Jersey Swamps

      Sir Lawrence of Dystopia

      Associate Executive Producers:

      Linda Lu, Duchess of jobs & writer of winning resumes

      Sir Kelly and Dame Andrea

      Monica Lansing

      Adrian Christiansen

      Secretary-General:

      Brandon Mango

      Joshua Coffelt Secretary General of the Unknown Unknowns

      Become a member of the 1802 Club, support the show here

      Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

      Title Changes

      Sir Gregg Hudson, The Mommicked Knight of the Inner Banks > Baronet

      Knights & Dames

      Sir Gregg Hudson, The Mommicked Knight of the Inner Banks here.

      Art By: Jeffrey Rea

      End of Show Mixes: Jeffrey Corker - Kevin Trotman

      Engineering, Stream Management & Wizardry

      Mark van Dijk - Systems Master

      Ryan Bemrose - Program Director

      Back Office Jae Dvorak

      Chapters: Dreb Scott

      Clip Custodian: Neal Jones

      Clip Collectors: Steve Jones & Dave Ackerman

      NEW: and soon on Netflix: Animated No Agenda

      Sign Up for the newsletter

      No Agenda Peerage

      ShowNotes Archive of links and Assets (clips etc) 1801.noagendanotes.com

      Directory Archive of Shownotes (includes all audio and video assets used) archive.noagendanotes.com

      RSS Podcast Feed

      Full Summaries in PDF

      No Agenda Lite in opus format

      Last Modified 09/21/2025 16:59:27
      This page created with the FreedomController

      Last Modified 09/21/2025 16:59:27 by Freedom Controller  
      3 hr 31 min
    • Podcasting 2.0 - Episode 235: Rodecaster Disaster

      Podcasting 2.0 September 19th 2025 Episode 235: "Rodecaster Disaster"

      Adam & Dave Try the new Rodecaster "Call Me' feature, simulcast in HSL Video Live and take you along for the ride!

      ShowNotes

      We are LIT

      When to stop coding?

      PWR: AI Slopcasts to Downloads - deadcasting

      Hate Speech

      FCC

      This week in Vibe Coding - TWIV

      -------------------------------------

      MKUltra chat

      Transcript Search

      What is Value4Value? - Read all about it at Value4Value.info

      V4V Stats

      Last Modified 09/19/2025 14:16:31 by Freedom Controller  
      1 hr 10 min
    • No Agenda Show - 1800 - "Soros Stooge"
      No Agenda Episode 1800 - "Soros Stooge"

      "Soros Stooge"

      Executive Producers:

      Sir Pursuit of Peace & Tranquility

      Commodore Arch Duke of Central Florida

      Sir Midnight Rider

      Sir Peter- jockey of the mountains

      Arch Duchess Kim, Keeper of the nutty fluffers

      Commodore Earl Silverdude of the Silver Dolphins

      Sir Heavy G of the Great Lakes, Guardian of the Trolls

      Charlie Kirk

      Sir Sala Hauser

      sir Otter of Utah

      Thomas Anaya

      Chris Keller

      Sir CrashEMT

      Sir Stuart

      Legacy Third LLC

      John Ferretti

      Dame Roselyn, President of the Nairn West End Birdwatchers, Seeker of Truth

      Sir Christopher, The Believer

      Bowman McMahon

      Sir Real

      onno priester

      Zack Barnett

      Scott Gove

      Associate Executive Producers:

      Chris Osterhues

      Sir WalksAlot

      Sir Tigger Max

      Sir Gears

      Eli the coffee guy

      Linda Lu, Duchess of jobs & writer of winning resumes

      SDG

      Secretary-General:

      Sir Pursuit of Peace & Tranquility

      Commodore Arch Duke

      of Central Florida, secretary-general of the realm of trolls and the troll museum

      Kevin Dunn

      Sir Peter- jockey of the mountains

      Arch Duchess Kim, secretary-general of the mini wiener dogs

      Commodore Earl Silverdude of the Silver Dolphins

      Geno Villalpando

      Eric Maki

      Sir Sala Hauser baronette of the space coast

      Michael Otterstrom

      Thomas Anaya

      Chris Keller Secretary General of the MeetUp Photographers

      Sir CrashEMT, Secretary General of Holly Springs and Fuquay-Varina NC.

      Sir Stuart Secretary-General Of The Institute Of Very Angry Accountants

      1800 Club Members:

      Sir Pursuit of Peace & Tranquility

      Commodore Arch Duke of Central Florida

      Sir Midnight Rider

      Sir Peter- jockey of the mountains

      Arch Duchess Kim, Keeper of the nutty fluffers

      Commodore Earl Silverdude of the Silver Dolphins

      Become a member of the 1801 Club, support the show here

      Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain

      Title Changes

      Sir Pursuit of Peace & Tranquility > Sir Pursuit of Peace & Tranquility duke of the lands of the red clay and the cherry trees

      Knights & Dames

      Kevin Dunn > Sir Midnight Rider

      Geno Villalpando > Sir Heavy G of the Great Lakes, Guardian of the Trolls

      Charley Kirk > Sir Charley Kirk

      Michael Otterstrom > sir Otter of Utah

      Chris Keller > Sir Chris of the Harp Husbands

      Christopher Dale > Sir Christopher, The Believer

      Glenn Leithner > Sir “Dog of the Desert"

      Chris Osterhues -> Sir Chris Shephard of the Indian Creek Valley

      Art By: Darren O'Neill

      End of Show Mixes: Jeffrey Corker - Oystein BErge - Sir Chris Wilson - Agent Cooper - Coomodore Dubz

      Engineering, Stream Management & Wizardry

      Mark van Dijk - Systems Master

      Ryan Bemrose - Program Director

      Back Office Jae Dvorak

      Chapters: Dreb Scott

      Clip Custodian: Neal Jones

      Clip Collectors: Steve Jones & Dave Ackerman

      NEW: and soon on Netflix: Animated No Agenda

      Sign Up for the newslett

      3 hr 38 min
    • DHUnplugged Podcast - DHUnplugged #769: Sideline Ca$h

      Cash on the sidelines…. (that thesis is coming back)

      ATH – Fed cut, AI earnings, buybacks… (Sentiment)

      Most hated stocks – more hate

      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 - the promise and the theft
      - Need a new CTP stock!
      - Most hated stocks - more hate
      - Football Season !!!!!!!!!

      Markets

      - ATH - Fed cut, AI earnings, buybacks... (Sentiment)
      - NVDA under China's microscope
      - Cash on the sidelines.... (that reason coming back)
      - StubHub IPO coming (thieves, but make $ for company)

      Once again

      - House to put forth stopgap bill that would fund government through November 21; vote expected Friday

      CPI and Jobs

      - The consumer price index posted a seasonally adjusted 0.4% increase for the month, the biggest gain since January, putting the annual inflation rate at 2.9%.
      ---For the vital core reading that excludes food and energy, the August gain was 0.3%, putting the 12-month figure at 3.1%, both as forecast. Fed officials consider core to be a better gauge of long-run trends. The central bank’s inflation target is 2%.
      - The Labor Department reported a surprise increase in weekly unemployment compensation filings to a seasonally adjusted 263,000, the highest since October 2021.
      - The reports provide the final pieces of a complicated data puzzle that central bankers will review at their two-day policy meeting that concludes Sept. 17.

      Retail Sales

      - Can't count out the US Consumer - THEY CONSUME
      - Retail sales increase 0.6% in August, beating expectations
      - Core retail sales rise 0.7%; July gain unrevised at 0.5%
      - Higher prices account for some of the rise in sales, but consumers also showing resilience
      - Import prices increase 0.3% amid strong gains in capital, consumer goods

      Fed Day 

      - Odds are 100% for 0.25 cut and 3.9% for a 0.50% cut
      - Lots of talk about 3 cuts for 2025 (Sept, Oct, December)
      - Gold hitting new highs, silver up there (Schiff on TDI Podcast this week)
      - Cook not allowed to be fired

      Google

      - Welcome to t

      1 hr 6 min