NAFam

By Dame JennReligion & Spirituality

NAFam episodes

July 30, 2025 DHUnplugged Podcast - DHUnplugged #762: What a Week!
GDP, Earnings and FOMC meeting
Cover Art – Best Ever – Not…
New term – QUISHING
I gotchooo and Say less
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
INTERACTIVE BROKERS
Warm-Up
- Cover Art - Best Ever - Not...
- New term - QUISHING
- I gotchooo and Say less
Markets
- What a Week! - GDP, Earnings and FOMC meeting
- MORE ATHs!
- Earnings Season Update
- Homes - Capital Gains?
Cover Art
- Can we take a close look at what was AI generated this week?
- At least TWO glaring issues ...
China - another delay/pause?
- President Trump tells reporters on Air Force One that he could meet with Chinese President Xi by the end of the year (???)
EU Deal
- Framework of the deal seems done
- 15% across the board tariff on EU goods into the US (a couple of exceptions)
- Prices for Olive Oil from your favorite region is going up
- Some new benefits for US cars into Europe
- - If this is all so good for say US car manufactures, why aren't Ford and GM stocks doing anything?
Earnings this week of note:
- Microsoft (MSFT): Expected to report on July 30, 2025
- Meta Platforms (META): Scheduled to report on July 30, 2025
- Amazon (AMZN): Scheduled to report on July 31, 2025
- Apple (AAPL): Scheduled to report on July 31, 2025
--- Those 4 companies are 20% of the S&P weighting
Earnings Season Update
- Overall, 34% of the companies in the S&P 500 have reported actual results for Q2 2025 to date. Of these companies, 80% have reported actual EPS above estimates, which is above the 5-year average of 78% and above the 10-year average of 75%.
- If 80% is the final number for the quarter, it will mark the largest percentage of S&P 500 companies reporting a positive EPS surprise for a quarter since Q3 2023 (81%).
- In aggregate, companies are reporting earnings that are 6.1% above estimates, which is below the 5-year average of 9.1% and below the 10-year average of 6.9%.
Real Estate
- Exi
1 hr 7 min
July 27, 2025 No Agenda Show - 1785 - "Mackerels"
No Agenda Episode 1785 - "Mackerels"
"Mackerels"
Executive Producers:
Sir Onymous of Dogpatch and Lower Slobbovia
Sir Eric
Sir Mike, Slayer of Taxes
David Crofford
Harjit Dosanjh
Tom Hartman
willyum levenberg
Lee Gunning
Associate Executive Producers:
Dame Astrid and Sir Mark ArchDuchess and ArchDuke of Japan and all the Disputed Islands in the Japan Sea
Dame Nikki Rae
Joann Burk
Eric Cioffi
Sir Ka$hman
Linda Lu Duchess of jobs & writer of winning resumes
PhD's:
Eric Reinhard
Sir Mike, Slayer of Taxes
David Crofford
Become a member of the 1786 Club, support the show here
Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain
Knights & Dames
Eric Reinhard > Sir Eric
Art By: Digital 2112 Man
End of Show Mixes: Mellow D - Jud Hawley - NORAD
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
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No Agenda Peerage
ShowNotes Archive of links and Assets (clips etc) 1785.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 07/27/2025 16:56:14
This page created with the FreedomController
Last Modified 07/27/2025 16:56:14 by Freedom Controller
3 hr 26 min
July 25, 2025 Podcasting 2.0 - Episode 228: Tokenless
Podcasting 2.0 July 25th 2025 Episode 228: "Tokenless"
Adam & Dave are back from their break and solve all the world's media problems with HLS and L402!
ShowNotes
We are LIT
Freedom!
Memo to self - water softener
History Timeline | CPB
Signed up for PCM August 19th 1:30pm
Exclusive episodes on the RSS feed: · Podcastindex-org/podcast-namespace · Discussion #726 · GitHub
Freemium
HLS Streaming: The Future of Video Podcasts in RSS
FUNDING!
Fountain pure V4V Fiat
Hosting Companies - Funding, LIT , Podroll, PodPing
This week in Vibe Coding - TWIV
-------------------------------------
MKUltra chat
Transcript Search
What is Value4Value? - Read all about it at Value4Value.info
V4V Stats
Last Modified 07/25/2025 14:20:51 by Freedom Controller
1 hr 39 min
July 24, 2025 No Agenda Show - 1784 - "Yakcasting"
No Agenda Episode 1784 - "Yakcasting"
"Yakcasting"
Executive Producers:
Sir Kevin, Keeper of the Spee
Sir Sigma
Sir Pursuit of Peace & Tranquility
ANONYMOUS
Associate Executive Producers:
That Larry Show
Sir WeThePeoples Beefcake
Eli the coffee guy
Jim From Massachussnuts
Linda Lu Duchess of jobs & writer of winning resumes
PhD's:
Kevin
Tynan Rebich
Become a member of the 1785 Club, support the show here
Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain
Knights & Dames
Kevin > Sir Kevin, Keeper of the Spee
Tynan Rebich > Sir Sigma
Jonathan Reid > Sir WeThePeoples Beefcake
Art By: Digital 2112 Man
End of Show Mixes: Mellow D - John Valentine - Jeff & Andy
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) 1784.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 07/24/2025 16:38:58
This page created with the FreedomController
Last Modified 07/24/2025 16:38:58 by Freedom Controller
3 hr 16 min
July 24, 2025Curry and The Keeper - 142: "Clumpy Hair"
Art by: Craig Weinberg
Credits
Executive Producer: Cole Dial
Associate Executive Producer:
Salmon Yay:
-----------------------
Show Notes
Dinner with Friends
Harvest Project Texas
Home Improvements
Friendship and Social Events
Forgiveness and Spirituality
Upcoming Travel
Listener Engagement and Donations
Hello My Queen -
Ranch Wife.com
God Shot
Question of the Week
Tasting Room Goodies
43 min
July 23, 2025 DHUnplugged Podcast - DHUnplugged #761: Running of The Bulls
Back from Vacation – refreshed?
Fun with Coldplay!
A quick look at how indices and sectors are doing
Sugar in the news….
The REAL running of the bulls – bad things happen
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
INTERACTIVE BROKERS
Warm-Up
- Back from Vacation - refreshed?
- Fun with Coldplay!
- Sugar in the news....
- The REAL running of the bulls - bad things happen
Markets
- Earnings Season is here - about to get some big results this week
- Some earnings to discuss
- A quick look at how indices and sectors are doing
- Markets react to Trump/Fed comments
- YUGE deal with Japan
Market Update
Top to Bottom in - Fed - April (2 Months)
Bottom to Recovery of Loss - (2 months)
Now overshot and climbing to new ATH
DJIA up 4.8%
SP500 Up 7.69%
NASDAQ up 9%
Bitcoin Up 24%
Emerging Markets up 24%
USD down 10%
Gold up 24%
Copper up 35%
Small Caps up 0.95%
Apple DOWN 14%
YTD Sectors
Staring off: Will the TARIFFS actually go into play on August 1st, 2025???
What to do?
- Here we go again...
- I heard Adam and Tina coming to Florida next week and I have not heard from them....
-- Now maybe it is nowhere near me - Florida is a big state... (Am I being too sensitive?)
- If JCD came to FLA - I would think you would call me.... right?
Lessons
- Astronomer, the tech company that found itself launched into the public eye after its CEO Andy Byron was spotted on a Jumbotron vid
1 hr 10 min
July 20, 2025 No Agenda Show - 1783 - "Dadgum"
No Agenda Episode 1783 - "Dadgum"
"Dadgum"
Executive Producers:
Sir Mike, the Privileged Taco Salad - Dame Silvia, The Protector of our Troops
Adam Munzinger
Scott Schreiber
Sir CoGen
Commodore G
Hans Mathre
Christopher Eisenhart
John Siebert
Sir Laurence of Dystopia
Associate Executive Producers:
Evgueni Damaskine
Callipygous Colin
Frodo and Boots
Eli The Coffee Guy
Linda Lu Duchess of jobs & writer of winning resumes
Irvin Wheeldon
Sir Castic the Nomad
Joseph Doerfel
Commodore Dude named Ben Named Ben Duke of San Francisco
PhD's:
Mike
Silva
Adam Munzinger
Become a member of the 1784 Club, support the show here
Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain
Knights & Dames
Rose > Dame Dream Girl Rose of the Sonoma Whino Country
Silvia > Dame Silvia, The Protector of our Troops
Thomas Flanagan-McCall > Sir Finn McCool Mountain Man
Mike > Sir Mike, the Privileged Taco Salad
Art By: Francisco Scaramanga
End of Show Mixes: Nykko Syme
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) 1783.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 07/20/2025 17:12:08
This page created with the FreedomController
Last Modified 07/20/2025 17:12:08 by Freedom Controller
3 hr 25 min
July 17, 2025 No Agenda Show - 1782 - "Circularity"
No Agenda Episode 1782 - "Circularity
"Circularity"
Executive Producers:
Sir Ara Derderian
Associate Executive Producers:
Thomas Anaya
Sir Tooth Fairy
Sean Homan
Sir ever of the What
Linda Lu Duchess of jobs & writer of winning resumes
Become a member of the 1783 Club, support the show here
Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain
Art By: Francisco Scaramanga
End of Show Mixes: Castle Dr 133 - Prof J Jones - iDpop
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) 1782.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 07/17/2025 16:34:41
This page created with the FreedomController
Last Modified 07/17/2025 16:34:41 by Freedom Controller
3 hr 13 min
July 17, 2025Curry and The Keeper - 141: Big Bong
In this episode of Curry and the Keeper, Adam and Tina catch up after a couple of weeks, discussing everything from devastating floods to birthday celebrations in New York.
Floods in Fredericksburg
Phoebe's Behavior
Trip to New York
Gifts and Gratitude
Personal Reflections
Art by: Craig Weinberg
Credits
Executive Producers: Daniel Williams - Steve Weiss
Associate Executive Producer:
Salmon Yay:
-----------------------
Show Notes
Hello My Queen -
NY Trip Report
Dame Sarah Note
God Shot
Question of the Week
Tasting Room Goodies
---------------------------------------------------------
Bridge Church Fredericksburg Texas
CurryAndTheKeeper.com
PO Box 1849 - Fredericksburg Texas 78624
1 hr 1 min
July 13, 2025 No Agenda Show - 1781 - "Cluster 1"
No Agenda Episode 1781 - "Cluster 1"
"Cluster 1"
Executive Producers:
Mike Musgrave
Thomas Flanagan
anonymous from massachusnuts
JJ
Associate Executive Producers:
Sean Homan
Sir Dude Named Ralph
Eli the coffee guy
Sarah Credle
Linda Lu Duchess of jobs and writer of unique & winning resumes
Dee Clegg
Pat Hoppel
PhD's:
Mike Musgrave
Thomas Flanagan
Become a member of the 1782 Club, support the show here
Boost us with with Podcasting 2.0 Certified apps: Podverse - Podfriend - Breez - Sphinx - Podstation - Curiocaster - Fountain
Art By: Darren O'Neill
End of Show Mixes: Sound Guy Steve - Oystein Berge - Jason Lewis
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) 1781.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 07/13/2025 16:50:04
This page created with the FreedomController
Last Modified 07/13/2025 16:50:04 by Freedom Controller
3 hr 14 min

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